Creating a New Deal — End-to-End
Step-by-step from blank deal to ready-for-launch — tile, terms, documents, share classes, team, bank details.
Launching a Deal Live to Investors
The pre-launch checklist and the act of moving a deal from Draft to Live.
Defining Share Classes
How to set up multiple share classes per deal — different prices, minimums, and terms within a single fund.
Setting Up Wire / Bank Details for a Deal
Capturing the bank instructions that investors receive in their payment-requested email.
Posting Deal Updates and News
How to keep investors informed during the life of a deal — quarterly reports, distribution announcements, milestone news.
Building the Data Room
Uploading offering documents, financial models, and supporting materials, and controlling who can see them.
Closing or Exiting a Deal
Moving a deal through Sold Out, Closed, and Exited — and what happens to investor records at each step.