How can I post an update to an offer? (New Offer Information, Update Visibility)

Modified on Wed, Jul 9 at 11:35 AM

If there is information about an offer that you would like to share with investors, you can create an Update.


To do so: 

  1. Select Offers from the left menu
  2. Click into the offer you would like to update
  3. Choose the Updates tab
  4. Click Post an Update
  5. Customize your update
  6. Control who can see the update by using the Visible To drop-down
  7. Decide whether to Notify Investors
    • Investors are defined as anyone who has a transaction in the offer that is either Payment Received or Complete
    • You can modify the notification content from the Engagement page of the platform
  8. Click Publish Update








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