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Investment Process
Manager Platform Guide - Investment Process Overview
Manager Platform Guide - Investment Process Overview

Discover how Groundbreaker supports and automates the exchanges between you and your investors in a seamless process for raising funds

Joni Reeves avatar
Written by Joni Reeves
Updated over a week ago

One of the key features of the Groundbreaker platform is that it streamlines fundraising with an online guided investment process, saving you time and creating a seamless experience for your investors.


Before you can begin raising funds, you will need to:

  • Create an offering that you will market to potential investors

  • Define the deal for investors who subscribe to your Offering

  • Move the offering into the Fundraising stage

Subscription Details

The process begins when the subscriber makes an offer. The notification appears on your Home Page under recent activity.

You can click on View Investment or you can navigate to the prospect’s subscription detail page from the Offerings page.

=> Select Menu from the Home Dashboard

=> Click on Offerings

=> Select the Offering

=> Click on Prospects

=> Select the prospect

This is the subscription detail page for the prospect. The left side shows the details and progress of the subscription. As the prospect moves through the investment process, the component sections are updated and marked with a green check when all information for that section is received.

Moving Through the Investment Process

The online investment process is a series of actions between you and the investor. Throughout the process, the investor will perform an action that will trigger a step for you to take and vice versa. The Summary section on the right side of the detail page serves as a guide through the investment process.

The prospect’s current fundraising status (in yellow) allows you to easily identify their progress towards signing and funding their commitment offer.

Next Step defines what action(s) you can take to move the prospect through the investment process.

When you have an action to perform, it will show as a blue button with a button for More Options when applicable.

Throughout the investment process, the investor initiates their steps through the Investor Portal, but you always have the option to complete the step on their behalf. This option usually applies when the investor completes the step outside of Groundbreaker (e.g. they provided their offer via email or phone or the investor sent the signed documents directly to you).

Support Information

If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact [email protected].

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