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Manager Platform Guide - How do I revise the offering stage?
Manager Platform Guide - How do I revise the offering stage?

You control when your offering is open for offers when you manage the offering stage

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

Your offering can be published to your potential investors as a Reservation to gauge interest and take soft commitments when the offering is not yet ready for fundraising. Or you may choose to begin raising funds by publishing your offering as a Commitment. Regardless of how it is initially published, you can revise the stage later on when you access the offering.

=> Select Menu from the Home Dashboard

=> Then select Offerings

=> Click on the Offering you want to update

=> Click on Settings

=> Click on Stage and Parameters

Change from Reservation to Commitment

When you change to the Commitment stage, you must associate your offering with an investment entity to manage the subscription details and funding. You can create a new investment entity or use an existing one.

After you define the investment entity and as long as each required element has a green checkmark, you can proceed to the next step. Refer to this article to learn more about these elements.

Change from Commitment to Reservation

You may have a reason to back out of the fundraising stage and move the offering to the Reservation stage. This is possible when there are no existing investments or subscriptions in progress. If the offering is not eligible for this change, you are notified when you access the Stage and Parameters page of the offering.

When you change the stage, be sure to click Save and continue.

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