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Portfolio (Offerings)
Manage your entire portfolio of offerings under one roof
Offerings Overview
Reservations
Offering Details
eSign Templates
- How to Test eSign Templates
- eSign Templates : Upload, Code & Manage Variable Signers
- Clone eSign Templates
- Types of eSign Signer Roles Explained
- Replace an eSign Template's Base Document
- eSign Document Files Sizes
- Add More Signers to an Existing eSign Template
- Upload Multiple eSign Templates at Once
- Using "Invite Only" eSign Documents
- The Investor eSign Process
Accreditations (offering)
Capital Calls
Distributions
- How to Archive Distributions
- Create a New Distribution
- What Do Distribution Checks Look Like?
- Send Distributions via ACH and Check
- How can I view my investor's distribution preferences / bank details?
- Payment Entities ― Add Entities & Bank Accounts
- How to Monitor the transaction Status of Distribution Payments?
- How to Export Investor Bank Details
- A Deep Dive into Updated Investor Metrics