Managing a deal
Short answer: Manage deal (from the deal page or after publishing) runs the raise:
Manage deal (from the deal page or after publishing) runs the raise:
- Investors — confirm wires (Wire received), verify accreditation (Check VerifyInvestor or Mark verified), record your KYC/AML checks (result, date, how it was checked, notes), withdraw or refund
- Invite investors — emails the deal to the people you list
- Investor updates — posted to the deal page and emailed
- Documents & K-1s — upload for every investor or one investor; they're notified
- Close deal — funded investors are accepted, ownership is set, and the deal and its investors join your firm's records
- Distribute — pro rata; capital is returned first, then carry on profit only; preview before paying
- Export cap table — CSV
Try it in the free demoTalk to us