How can I handle follow-on investments from existing investors?

If all the investment terms remain applicable (minimum investment size, subscription documents, etc.), you can continue using the existing offer to accept the follow-on investments.

If certain terms or conditions changed, you can easily create another offer by cloning the original offer and making edits.

To clone an offer:  

1. Select Offers from the left menu
2. Find the offer you would like to clone
3. Click the menu icon in the top right corner
4. Choose Clone Offer or Clone Offer with Documents
5. Make any necessary updates to the new offer
6. Click Save Changes

To only grant access to existing investors:

1. Select Accounts from the left menu
2. Expand the filters
3. Filter by accounts who have Investment In the first offer
4. Save your filter as a new Dynamic List
5. Select Offers from the left menu
6. Click into the second offer
7. Expand the Access menu
8. Choose the options for Active and Open
9. Apply your list of investors who have invested in the first offer as an Allow List
10. Save