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  2. Raising Capital
  3. Offerings (Legacy Portal)

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Articles in this section

  • New Offering Checklist (Legacy Investor Portal)
  • Private Equity Raise (Legacy Investor Portal)
  • How to Update Project Tile Information (Legacy Investor Portal)
  • Minimum & Maximum Payment Increment Preference (Legacy Investor Portal)
  • Oversubscribe a Class in a Project (Legacy Investor Portal)
  • Add Check and Wiring Instructions (Legacy Investor Portal)
  • Publish and Unpublish Sales Offering on Investor Portal (Legacy Investor Portal)
  • Publish an Offering & Override Display Name (Legacy Investor Portal)
  • Invite to Invest (Legacy Investor Portal)
  • Fund Details (Legacy Investor Portal)

Add Check and Wiring Instructions (Legacy Investor Portal)

 

Step By Step Instructions

Step 1

Navigate to your project by hovering over the "Projects" tab in the top left corner of IMS, and selecting "Project List." From here you can select the project you would like to edit, or use global search to find it as well. After selecting the project, navigate into the correct entity and class that you are looking to edit the check and wiring information for. 

Capture_2022-07-29_at_21.48.02.png

Step 2

Click on the three dots icon in the top right corner of the screen, and select "Edit Sales Offering."
Once you are here, go to the "Escrow" tab. From here, you will need to fill in the information that you would like to display for the check or wiring instructions for this specific sales offering. 

Capture_2022-07-29_at_21.54.10.png

Capture_2022-07-29_at_21.54.48.png

Step 3

Lastly, click on "Next" at the bottom of the screen, enter any other details that you would like to include, and click on "Save" on the last page, saving your progress. 

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Related articles

  • Building A Fund Offering
  • Offering Preferences - Payments and Banking Options
  • Fund Details (Legacy Investor Portal)
  • Publish an Offering & Override Display Name (Legacy Investor Portal)

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