Creating an Offer: Basic Info

When creating a new offer, the Basic Info section is available to add key information you can display to investors or use administratively.  

This article will cover: 

• Navigation
• Associated Issuer
• Offer Name / Description
• Offer Size
• Offer Tags
• Portfolio Data

Navigation

To access the Basic Info 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 Basic Info on the left

Associated Issuer

The Issuer associated with the offer will need to be selected in the Basic Info section.  Any Issuer accounts in your CRM will appear in a drop-down menu.  If you have not already created an account for the relevant Issuer, you can do so within the offer by clicking Add a New Issuer.  You also have the option to edit a selected Issuer account by clicking the pencil icon.

The Issuer name is displayed in the offer Marketplace and in the Offer Details.

Offer Name / Description

The Offer Name added to the Basic Info will be displayed in the Marketplace and the Offer Details.  It will be shown and the that displays to the investor below the associated issuer.

The Short Description is optional, and can be used to provide additional details about the offer.  This will display below the Offer Name.

Offer Size

Including an Offer Size in the Basic Info will show the investor the target goal.  You can customize the amount and the text displayed:

• Add amount to the Total offering size? field
• Update the Offer Size Label field to change the text following the amount
  
  

If you would prefer to hide this information, you can:

• Remove the amount in the Total offering size? field
• Type a blank space in the Offer Size Label field
  
  

Reg CF offers will have additional fields available for use: 

• The Minimum Offering Size will be the minimum amount needed in order for the funds to be retrieved by the issuer
  • The label for the minimum can be updated if you prefer it displayed in a different way
    
    
    
• The Target Offering Size will appear when you add a value to the Total Offering Size field
  • This is the goal of the offer, and will also be used in the calculation of funding progress
    
  • If you do not wish to label it as a target, you can update the language in the Target Offer Size Label field
    
    
    
• The Maximum Offer Size will be the maximum amount that will be accepted in the offer (past the target)
  
  • You can leave this field blank if you do not have a maximum
  • If you would like to change the label from maximum, you can do so
    
    

Offer Tags

Adding Offer Tags will allow you to organize your available offerings in your Marketplace.  You can add multiple tags to the Basic Info section of an offer.

The first tag added is considered the Primary Tag.  This tag will appear on offers in the Marketplace, and can be used to group offers together.  For additional details on organizing your Marketplace, click here.

Portfolio Data

To provide investors will additional data about their investments in their Portfolio view, you can add the Price Per Share and Total Valuation in the offer's Basic Info.  This data will only appear to the investor after they have completed a transaction within the offer.

Previous training: Update platform policy and terms.

Next training: Update an offer Investor Flow