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Creating an Offer: Basic Info
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Change offer status and visibility (Access, Status)
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How can I give an issuer access to edit their offer? (Issuer Account, Creating Offers)
How do I get started building my offer? (4)
Everything you need to know to get started with your Offer on WealthBlock platform.
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Add a new account to the CRM (Investors, Manage Investor Information)
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Can I perform KYC and AML checks? (Accounts, Users, Know Your Customer)
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Bulk import accounts (Upload Accounts, Mass Upload, Contacts, Investor)
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Manage how users access your platform (Accounts, Authentication, Approval, Registration)
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Add a user to an account & send an invitation (Invites, Create User, Create Account)
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Add an admin user (Permissions, Roles, Access)
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How do I create lists? (Distribution Lists, Account Lists, Allow Lists)
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CRM Account View: Customize fields and export contacts (Column Modification, Form Fields, Import)
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How can I filter accounts in the CRM? (Bulk Import, Filters, Lists, Forms)
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How to Customize Investor/Account Questionnaires (Add Field, Add Form Questions, Collect Investor Information, Intake)
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How to prepare custom fields for mapping? (e.g for e-signature, Zapier, 3rd party integration)
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How can an investor provide a long response in a form field? (Form Fields, Add Field, Multi-Line Text)
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How to set up a demo Reg CF deal for the FINRA audit/interview? (Crowdfunding, Reg-CF, Audit, FINRA)
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Turn on Q&A forum for a Reg CF offer - Rule 303(c) (FINRA Audit, Requirements, Message Board, Chat)
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A Crowdfunding Cheat Sheet
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1 of 3 - FINRA Audit Checklist (Rule 303(a)(4), Rule 302(a)(1), Rule 302(a)(2), Rule 302(b), Rule 303(d),(f), Rule 303(c), Rule 303(b), Rule 303(b)(1), Rule 303(b)(2), Rule 302(c),(d))
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2 of 3 - What are common FINRA Audit questions? (FAQs, Reg-CF, Commonly Asked Questions, FINRA Questions)
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3 of 3 - How should I order my demo for FINRA? (FINRA, Demoing, Walkthrough, Audit)
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Updating your platform theme & investment disclaimer (Branding, Styling)
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Set up your landing page (User Login, User Access)
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Update your Marketplace layout (Offer Order, Size, Group Offer, Offer tagging, Tag Offer)
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Turn on/off platform features
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Where do I update disclosures/disclaimers? (Policies, Terms & Condition, Disclosure)
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Update platform policy and terms (Terms and Conditions, Privacy)
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How to add new users from my platform CRM to a Mailchimp list via API? (Integration, Subscriber List, Audience List)
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How can I send SMS / text messages with Twilio? (Integrations, Engagement, Investor Communication)
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How can I receive all the data my platform is collecting for my own analysis and/or visualizations? (Google Data Studio, Google Analytics)
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What types of emails are sent from the platform?
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Send bulk emails (Investor Communication, User Reach-Out, Bulk Updates)
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Set up platform emails (Email Settings, Administrator Lists, Platform Activities)
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Set up automated email marketing campaigns (Drip Campaign, Marketing, Create Emails)
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Set up email activity notifications/alerts for platform administrators (Notification Preferences, Platform Activity)
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How do I check the status of an email campaign? (Marketing, Drip Campaign, Email Statistics)
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Payment Information (FAQs, Investor Transactions, Payment Methods)
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Can I add an E-Sign document to the payment step of an offer? (E-Sign Template, Signed Documents, Authorized Transfer)
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Collecting Payment Methods Securely (Store Payment Type, Save ACH)
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North Capital Escrow Account (North Capital, ACH, Issuer Account)
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How do I use an escrow account to accept investment payment? (ACH, Credit Card, Reg CF, Issuer Account)
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Does WealthBlock provide a native Payment Solution? Yes, powered by Cliq payment integration (ACH, Credit Card, Escrow, Payment Option, Payment Method)
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How can I view offer-specific data in a transaction? (Custom Offer Form, Edit Transactions)
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How can I see if any KYC/AML or Accreditation checks have been run? (Transactions, Status, Investor Check)
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Is there an endpoint from your API to get a single transaction using its ID ?
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How is the funding progress calculated on an offer? (Transactions, Outside Funds, Percentage Funded)
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How do I cancel a transaction as an admin? (Cancel Investment, Reject Transaction)
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How to add offline investments and/or transactions to the platform? (Manual Transactions, Prior Transactions)
Blog - WB Funding Academy (3)
We share what we have learned about private capital raising from the front-line.
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Onboarding: What are the triggers for each stage of the Investor Journey? (Investor Activity, Offer Statistics, Engagement)
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Onboarding: Set up automated email marketing campaigns (Drip Campaign, Marketing, Create Emails)
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Onboarding: How to create and use email templates (Bulk Emails, Investor Communication)
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Do you have examples of customized calculations that are used in Reports/Dashboards? (Reporting, Metrics, Display, Portfolio, Dashboards)
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Transaction Reporting (Custom Dashboards, Investor Views of Transaction, Data Review, Export, Quarterly, Distribution)
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How are performance metrics calculated? (Formula, Calculation, Total Invested, Total Value of Assets, Total Returns, Portfolio, Dashboards)