Open the investment and click Preview at the top right. Once the raise is open, the button reads View. It shows the raise the way investors see it in their portal.
Other Ways to Open It
- Click Preview the Investor Page on the Setup Checklist. Opening the preview once checks off this recommended item.
- Click Preview the Investor Page in Review & Open. It opens in a new tab, so you keep your place.
What You'll See
- The photos and videos, then Key Information, Investment Summary, Video, and Investment Highlights
- The Property (or Properties), with a map when properties have pins
- Ways to Invest, when investors can choose from more than one class
- Documents and Links
- Raise Terms: the target, minimum, close date, and who can invest
Sections with nothing in them are left out. Click Back to Raise to return.
Good to Know
- Investment actions are turned off, so Invest Now or Reserve can't be clicked.
- Files in a Team Only folder don't appear. Files shared with chosen investors are marked Specific Investors.
- You won't be asked to accept a confidentiality agreement, even if investors are.
- This is the portal page. A public raise also has its own public page once it's open. See How Do I Open a Raise?.
Try It With Sample Data
Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
Try The Live Demo