Self-Service Onboarding
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      2. Self-Service Onboarding

      Self-Service Onboarding

      Quick Step-by-Step Onboarding Guide with Short GIFs and Videos

      Step 1: Login and Platform Setup

      Step 2: Add/Import Contacts to the Platform

      Step 3: Build a new Offering

      Step 4: Code Subscription agreements for e-signatures

      Step 5: Learn the Investor Workflow

      Step 6: Launch Offering/Platform to Investors