Creating an Offer: Display

When creating a new offer, the Display section is available to change elements of or add elements to the layout of your offer.

This article will cover: 

• Navigation
• Funding Progress
• Q & A
• New Tabs
• Updating Tab Headers

Navigation

To access the Display of an offer: 

1. Select Offers from the left menu
2. Click into the offer you would like to update, or click Add Offer
3. Choose Display on the left

Funding Progress

To show a progress wheel in place of the total offering size, you can enable Show Funding Progress.  This will calculate a percentage based on the amount currently invested versus the Total offering size provided in the Basic Info.  Any amount raised outside the platform can be included in this calculation.

Q & A

A Reg CF funding portal needs to provide a message board chat room function where potential investors can publicly ask the issuer questions regarding the offering.  

• Rule 303(c)

Use the Enable Question & Answer Forum checkbox to add a new tab to your offer for this purpose.

New Tab

You have the option of adding a second Offer Details tab to your offer.  The new tab will be created as soon as the title is typed into the Additional Offer Details Tab field.  This page is fully customizable, and you can edit it by adding new sections using the plus icon.

Updating Tab Headers

If you would like to change the names of any of the available tabs, you can type the new titles into any field under Page Tabs.