You may want to protect the confidential and competitive information contained in the details provided for the offering and require that any potential investors agree to an NDA before they can view the offering. When they agree to the NDA online, the commitment is the same as a signature on a printed form.

You must first create your NDA. We give you the ability to enter your standard Non-Disclosure Agreement or you can use our template. The language that you enter will be presented to any user when they request to view the details for any offering you specify. You only need to do this setup one time and you can do it while you are creating a new offering or editing an existing one.

=> Select Menu from the Home Dashboard

=> Select Offerings

=> Click on New Offering

Follow the steps for creating a new offering as explained in this article. The NDA setting is managed on the Preview page - the final page in the Create Offering workflow.

=> Select Menu from the Home Dashboard

=> Select Offerings

=> Click on the Offering name to edit

=> Click on Settings

=> Click on Preview

After clicking Set up, you can enter your own NDA terms.

You can click Replace with template to insert generic NDA terms.

When you have entered the desired terminology for the NDA, click on Save.

This agreement will be presented to each potential investor when they request to view the details for any offering that has been enabled for NDA. You can always go back and edit the agreement if needed.

Enabling an NDA for an offering is your decision. Once you have completed the initial NDA setup, you can easily enable the NDA for all, some, or none of your offerings.

To enable an NDA for an existing offering, from the Home Dashboard:

=> Select Menu from the Home Dashboard

=> Select Offerings

=> Click on the Offering name to edit

=> Click on Settings

=> Click on Preview

The NDA is managed in the Settings section and you can click to enable/disable the NDA for this offering. The green Active indicator means that the NDA is enabled for this offering.

When the NDA is disabled, the indicator will show Inactive.

You can also set the NDA display when you are creating the offering. See this article for details.

You can select More actions if you want to edit or preview the NDA.

If you select Edit NDA to revise the NDA language, be aware that those edits apply to all offerings that have the NDA enabled.

When you enable the NDA for an offering, the NDA agreement and terms you specified are displayed for the potential investor to read when they select the offering.

If they agree to the terms, they will click on I agree. The offering detail page is displayed and they can view the details and submit an offer.

The user will not be asked to agree to the NDA again unless they come back at a later time. Once they submit an offer, they are not prompted to agree to the NDA again.

When they do not wish to be bound by the NDA, they can click on I don't agree or the X at the top right of the display and they will return to the Home Dashboard.

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