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. Fine the offer you would like to clone
3. Click the menu icon in the top right corner
4. Choose Clone Offer
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. Click Show Filters
3. Use the Invested in drop-down menu to select the original offer
4. Click Save List
5. Choose Save filter as a new dynamic list
6. Enter a list name
7. Click Save List
8. Select Offers from the left menu
9. Click into your new, cloned offer
10. Choose Access from the left
11. Use the Allow Lists drop-down menu to choose your new dynamic list
    • You can also update the Deny Lists on the original offer with your new dynamic list