Building a Fund Project

To help you get started with building out your new project, we've included both a video and written step by step instructions to better suit all learning styles!

Step-by-Step

Step 1: Click "Add Project" in the top right hand corner of the home screen.

Step 2: Input the information for your fund, making sure to click "Fund" as project type. For funds, typically the "project stage" is set to syndicating, as this stage automatically allows oversubscription, and was designed for funds. Once input, click "Next."

Step 3: Input fund metrics and images. When you are finished Click Next, and the Save on the next page.

After you click Save you will be returned to the cap table, where you will be able to Add Classes and Add Investments.