Update an offer after a raise (Delete Offer, Change Access, Hide Offer)

Once a raise is complete, the platform can be used to manage investments.  Investors will be able to access their Portfolio and Documents to view investments and transactions.

If you need to update access to an individual offer:

1. Select Offers from the left menu
2. Click the offer you would like to update
3. Choose Access on the left
4. Use the Offer Visibility and Offer Status drop-down menus
   • For more information on these options, click here
     
     

If you need to update or delete multiple offers:

1. Select Offers from the left menu
2. Click the checkboxes on any offers you would like to update
3. Click Edit Selected
4. Choose either:
   • Delete Offers
   • Update Status