Growth Suite Integration with the Investor Platform
The Growth Suite integrates seamlessly with the Investor Platform, enabling key data to be synchronized between the two applications. This ensures consistent, actionable data across both systems and supports streamlined workflows.
Field Synchronization
Some data fields support 2-way sync, while others support only 1-way sync, ensuring updates are captured accurately and workflows remain reliable.
2-Way Sync: changes made in either platform will reflect on the other. For example, if you update the contact's phone number in the Investor Platform, then it will be updated in the Growth Suite, and if it's updated in the Growth Suite, then it's updated in the Investor Platform.
1-Way Sync: data only flows from the Investor Platform to the Growth Suite. For example, the Last Portal Login will only be updated by the Investor Platform. Even if you change the field on the Growth Suite, it will be overwritten by the Investor Platform.
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Contact Fields |
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| Field in Investor Platform | Field in Growth Suite | Data Flow |
| First Name | First Name | 2-Way |
| Last Name | Last Name | 2-Way |
| Nickname | Nickname | 2-Way |
| Phone Number | Phone | 2-Way |
| 2-Way | ||
| Tags | Tags | 2-Way |
| Contact Owner | Contact Owner | 2-Way |
| Investment Capacity | Investment Capacity | 2-Way |
| Verified | Account Verified | 2-Way |
| Self Accredited | Self Accreditation | 2-Way |
| Residency | Residency | 2-Way |
| Date of Birth | Date of Birth | 2-Way |
| Company Newsletter/Updates | Company Newsletter/Updates | 2-Way |
| New Investment Announcements |
New Investment Announcements
|
2-Way |
| Contact Type | Portal Contact Type | 1-Way |
| Created On | Created On Investor Portal | 1-Way |
| Last Login | Investor Portal Last Login | 1-Way |
| Registration Type | Registration Type | 1-Way |
| Total Reserved Amount | Total Reserved Amount | 1-Way |
| Total Reservations | Total Reservations | 1-Way |
| Total Invested | Total Invested | 1-Way |
| Total Investments | Total Investments | 1-Way |
| Pending Investments | Pending Investments | 1-Way |
| See Default Recipient Lists | System Generated Groups | 1-Way |
| N/A | UTM Parameters - Investor Portal Signup | 1-Way |
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Opportunity Fields |
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| Field in Investor Platform | Field in Growth Suite | Data Flow |
| Offering Name | Offering Name | 1-Way |
| Investor Class | Investor Class | 1-Way |
| Profile Name | Profile Name | 1-Way |
| Profile Type | Profile Type | 1-Way |
| Reservation Amount | Reservation Amount | 1-Way |
| Signed | Signed | 1-Way |
| Committed Date | Committed Date | 1-Way |
| Confidence Level | Confidence Level | 1-Way |
| Investment Status | Investment Status | 1-Way |
| Commitment Amount | Commitment Amount | 1-Way |
| Funded Amount | Funded | 1-Way |
| Self Accreditation | Self Accreditation | 1-Way |
| Verified Accreditation | Verified Accreditation | 1-Way |
Managing Pipelines and Opportunities in Growth Suite
The Growth Suite allows sponsors to track investors and their journey using Pipelines and Opportunities.
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Pipeline: Represents the stages an investor moves through, from being a prospect to Investment Approved or Closed Lost.
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Opportunity: Represents an investor. Each investor’s profile stores the information of the opportunity fields above, including contact details & investment details
It provides a prebuilt pipeline, accessible via the Opportunities tab → Pipeline dropdown at the top-left.
By default, all offerings on the Investor Portal are synced to the Capital Raising Pipeline.
The Pipeline mapping can be customized for each offering by navigating to Portfolio → Investors tab of the offering and clicking the Sales Pipeline settings icon.
Automatic Opportunity Creation:
Using the pipeline mapping mechanism:
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When a new reservation is placed, a corresponding opportunity is automatically created under the Reservations stage.
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When a new investment is placed, a corresponding opportunity is automatically created under the Pending Investment stage.
Opportunity Workflows:
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Workflows in Growth Suite manage the movement of opportunities, including:
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From Pending Investment → Approved Investment when the investment is approved
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To Past Investments when the investment status is Ownership Sold or the investor class is marked as Past
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To learn more about configuring capital raising pipelines and workflows, please click here.
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👤 For questions or help with the process, email us at success@sponsorcloud.io or Schedule a meeting. An experienced Customer Success Manager will reach out to assist you.