When you add the subscription documents that investors must sign when they participate in your deal, these agreements are the same for all investors. You can, however, include custom fields when you set up the documents for electronic signatures via Hellosign. These custom fields allow you to specify how the agreements will be populated with details and data specific to each individual investor.
To get to your subscription documents:
=> Select Menu from the Home Dashboard
=> Then select Investment Entities
=> Click on the Investment Entity you want to update
=> Click on Subscription
=> Click on View documents
When you access your subscription documents, you will see a button for each to Prepare doc for signing.
You may also set up the subscription documents as part of the Create Offering workflow.
=> Select Menu from the Home Dashboard
=> Then select Offerings
=> Click on Create offering to create a new offering or select an existing offering
After you upload the subscription documents on the Stage and parameters page, there will be a button for each to Prepare doc for signing.
When you click Prepare doc for signing, your document will display in a work area. If you need help on the template creation process, reference this article.
When you select Sender in the Signers box, you can drag and drop a magenta-colored textbox field into the work area. The default field in the textbox is contribution value but you can select from any of the fields available on the right side of the screen.
At the time the document is presented to the subscriber for their signature, these text boxes will auto-fill with the values associated with that subscriber's offer.
Available Textbox Fields
These are the custom fields available for you to select from the list:
Contribution Amount - How much your investor will invest
Countersigner Name - the person who will countersign the document - identified as part of the parameters for the offering
Distribution Payment instruction - The address where distributions will be paid. This will either be the address where the check will be mailed or the address of the bank holding the account used for a wire transfer.
Distribution Payment Type - How your investor wants to receive his/her distribution payments: Check, ACH or Wire
Investment Entity Name - The name of the Investment Entity managing this investment
Investor Account City - The city where the investor account is located (from the investor account address)
Investor Account Country - The country where the investor account is located (from the investor account address)
Investor Account Date of Birth - The date of birth of the owner of the investor account
Investor Account Floor Suite - The Floor/Suite where the investor account is located (from the investor account address)
Investor account IRA Custodian - The custodian name provided when the investor account is an IRA
Investor Account Joint Ownership type - The investor account's type if it has Joint Ownership. It can be Tenancy in Common, Tenancy by Entirety, etc…
Investor Account Joint Owner Date of Birth - The date of birth of the owner of the investor account
Investor Account Joint Owner Name - The name of the second owner when the investor account has a joint ownership
Investor Account Name - The name of the investor account
Investor Account Owner - The name of the contact that owns the investor account
Investor Account State - The state where the investor account is located (from the investor account address)
Investor Account Street Address - The street where the investor account is located (from the investor account address)
Investor Account Tax ID Number - The investor's tax ID #
Investor Account Tax ID Type - The investor's tax ID type: EIN, SSN or Foreign tax identification
Investor Account Type - The type of the investor account: LLC, individual, IRA, etc…
Investor Account Type of IRA - This is the IRA Custodian, it can be Advanta IRA Trust Services, Equity Trust Company, etc…
Investor Account Zip Code - The zip Code where the investor account is located (from the investor account address)
Wire Payment Instructions - The investor's banking information for wire transfers if this is the method selected for receiving distribution payments
If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact firstname.lastname@example.org.