Manager Platform Guide

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92 articles in this collection
Written by Bruno Ribas and Joni Reeves
Introduction

Manager Platform Guide - Groundbreaker Basics

Discover the basics of the Groundbreaker software
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Get Started with Groundbreaker

Discover how to set up the Groundbreaker software to elevate your real estate investment business
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Written by Bruno Ribas
Updated over a week ago

Manager Platform Guide - Is there an online user guide?

Groundbreaker maintains an extensive Knowledgebase of detailed help articles
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How can I ask for help?

You have several options when you need answers to your questions
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - What if I encounter a problem?

If you believe you are experiencing an issue with the software, follow these instructions to get the quickest resolution
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How can I 'fix' my data?

You may need to correct something that was created in error or as a test
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Can I run a trial investment through the process and see it from the LP perspective?

You can experience the entire investment process, from both the sponsor and investor perspectives, using test data
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How can I import Data into Groundbreaker?

Discover how to transfer your data onto the Groundbreaker Platform
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Written by Bruno Ribas
Updated over a week ago

Manager Platform Guide - Is my data secure?

Groundbreaker takes many precautions to ensure data security and privacy
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Written by Joni Reeves
Updated over a week ago
Offerings

Manager Platform Guide - Offerings Overview

Discover how to use Offerings to market your deal and increase its appeal to potential investors
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Can I search, filter, and sort the list of offerings?

You have several options to narrow down and revise the list of offerings
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I create an Offering?

Add a new Offering when you select Offerings from the Main menu
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I add prospects to offerings?

You can select which of your contacts to add as prospects to your offerings
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide- How can I notify investors when I publish an offering?

You can send an email notification to a contact group at the time you make an offering available to prospective investors
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - What is managed from the Offering page?

You have access to a wealth of information and can perform several functions from the Offering page
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - What are the Offering stages?

You move your Offering through stages of the pipeline to manage its availability and status
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I edit an Offering?

You can edit an Offering when you select Offerings from the main menu
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Written by Joni Reeves
Updated over a week ago

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
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I set up a Non-Disclosure Agreement for my offerings?

You can set up the terms of your NDA and enable it for any of your offerings
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I delete an Offering?

You can delete offerings before you receive any offers
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Written by Joni Reeves
Updated over a week ago
Investment Entities

Manager Platform Guide - Investment Entity Overview

Discover how Investment Entities define the investment subscription process and are where all investment details are maintained
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I create an investment entity?

Create an investment entity to manage the subscriptions for your offerings
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I edit an investment entity?

You can update the basic information for an investment entity from the Investment Entity page
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I delete an investment entity?

You may need to delete an investment entity that was created in error or as a test
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I define the subscription for an offering?

Define and manage the subscription parameters when you create an offering
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Written by Joni Reeves
Updated over a week ago

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
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I define the contribution payment methods?

You can identify the contribution payment methods available to your investors when you access the offering or the investment entity
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I add the subscription documents?

Define and manage the subscription documents when you create or access the offering
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I remove subscription documents?

Remove subscription documents required for investor signature by editing the offering or the investment entity
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I prepare subscription documents for electronic signatures?

Create templates for your subscription documents after you add them to the Investment Entity associated with the offering
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - What custom fields can I include in the subscription documents?

There are several fields that can be included in your subscription documents to customize them for each investor
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - What information is stored with an Investment Entity?

All information related to investments is accessible from the Investment Entity pages
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Written by Joni Reeves
Updated over a week ago
Investment Process

Manager Platform Guide - Investment Process Overview

Discover how Groundbreaker supports and automates the exchanges between you and your investors in a seamless process for raising funds
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Written by Bruno Ribas
Updated over a week ago

Manager Platform Guide - What are the steps in the online investment process?

You have a little as one action to take to move a prospect’s offer to a closed deal
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I accept or reject an offer?

You have options available when you respond to an offer from the subscriber’s detail page
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I countersign subscription documents when the subscriber signs outside their investor portal?

When the subscriber does not use the electronic signature feature and uploads their signed documents, you must manually countersign them
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Where can I find the status of an offer?

Each investor’s offer has a status that indicates its progress through the investment process
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Where can I find the details for a prospect’s offer?

All prospects for an offering have a detail page that reflects their progress through the investment process
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Can I reset a prospect's subscription?

You can restart the investment process for a prospect at any time before it is funded
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How can I manually add contributions in Groundbreaker?

You can add investments for raises that occurred outside Groundbreaker so that all transactions are centrally maintained
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Written by Bruno Ribas
Updated over a week ago