When a potential investor makes an offer, Groundbreaker automatically 'approves' the offer so that the prospect can continue through the investment process at their own pace.

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 Menu.

Navigate from Offerings:

=> Select Menu from the Home Dashboard

=> Click on Offerings

=> Select the Offering

=> Click on Prospects

=> Select the prospect

Navigate from Contacts:

=> Select Menu from the Home Dashboard

=> Click on Contacts

=> Select the prospect

=> Select the Offering from the list of Prospective Offerings

You do not need to take any action If you want to accept the offer.

If you have a reason to reject the offer, either before or after the prospect has signed the subscription documents, you can select More Options and then click on Reset subscription process. This action removes the offer and voids all documents.

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Support Information

If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact support@groundbreaker.co.

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