Questions by Category: "Fund Raising"

News Feed By default each and every event will be displayed in news feed on the fundraising home dashboard. This significant feature is common in every app. You can stop displaying them...more

Fund Raising App allows you to perform simple search. Simple Search Simple search allows you to search using a single search field located in the header bar. Simple search takes one sea...more

Fund raising helps you to create funding rounds and maintain the list of investor leads. An investor lead is the one who has interest in investing in your company during the funding rou...more

Fund Raising App Settings Fund Raising settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application. Log in and a...more

Investor leads represent wealthy individuals and institutional investors who are prospective investors for a funding round. How do I create an Investor Lead? You can create an investor ...more

You can convert created an investor lead to investment. Steps to convert investor lead Log in and access Fund Raising App from your universal navigation menu bar. Create an investor lea...more

Custom Attributes Custom attributes or Master layout are the common features for all apps. These are like business attributes which support you to customize your business with the custo...more

Steps to Customize Investor Lead Sources Log in and access Fund Raising App from your universal navigation menu bar. Click on “More -> Settings” icon located at the app header b...more

Steps to Add Contacts to Investor Leads Log in and access Fund Raising App from universal navigation menu bar. Click on “By Directory” and select “All” from the left navigation ...more

Fund raising app allows you to create new funding rounds and you can fix the number of shares and your target here. It also allows you to "Edit" the funding round using Edit option to m...more

Investor leads represent wealthy individuals and institutional investors who are prospective investors for a funding round. You create and edit those investor leads using "Create" and "...more

Steps to Customize Investment Stages Log in and access Fund Raising App from your universal navigation menu bar. Click on "More -> Settings" icon located at the app header bar.  Cli...more

Steps to Customize Investor Lead Statuses Log in and access Fund Raising App from your universal navigation menu bar. Click on “More -> Settings” icon located at the app header b...more

Message templates allow you to setup pre-defined messages. These are customized email messages that you can send to your investors.   Steps to Create Message Templates Log in and acces...more

Steps to edit investment stages Log in and access Fund Raising App from your universal navigation menu bar. Click on "More -> Settings" icon at the app header bar. Click on “Fund R...more