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Manager Platform Guide - How do I revise the subscription parameters?
Manager Platform Guide - How do I revise the subscription parameters?

You can change the parameters that define the subscription process when you access the offering

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

You can revise the parameters that define the subscription at any time. But keep in mind that these changes do not impact investors with completed investments or those with a subscription in progress. Access the offering:

=> Select Menu from the Home Dashboard.

=> Select Offerings

=> Click on the offering

=> Click on Settings

=> Click on Stage and parameters


Refer to this article if you need to revise the stage.

Change the Investment Entity

You cannot change the investment entity if this offer has existing investors and you will see this message:

But if you are changing the investment entity before you have subscriptions, you can do that by removing the existing investment entity by clicking the X at the top of the Investment entity box.

You can then choose a new one - either select an existing investment entity or create a new one.

Change the Parameters

Commitment Amounts - You can define minimum and/or maximum investment amounts.

Counter-signer - Select the person on staff responsible for countersigning the LP's agreements.

Contribution Funding Options - You can add to or change the options by which you will receive funds from your investors. Click and complete the required information for each funding method you will accept.

Online Subscription Documents - The final parameter defines the documents that make up the subscription package.

Once you complete your changes and as long as each required element has a green checkmark, you can Save and Continue.

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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 [email protected].

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