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 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. Click into your new offer
2. Expand the Access menu
3. Set the Offer Visibility to Invite Only  
4. From the next menu, choose To view an invite only offer, users must be invested in the offer
5. Save