Manager Platform Guide

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105 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 - How do we count offering views?

We increment the counter each time one of your portal users accessing the offering from their home page
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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 - 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 - What are the Offering stages?

An offering may be in either a reservation or commitment stage
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - What are the offering statuses?

The status of your offering can be either draft, active, or closed
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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 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 define the subscription parameters 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 prepare the offering for fundraising
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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 parameters
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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
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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 - 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 close an offering when fundraising is complete?

You can close the offering when you access the offering detail page
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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
Prospects

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 - Can I search, filter, and sort the list of prospects for an offering?

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

Manager Platform Guide- How can I add prospects and notify them 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 Portal Guide - How can I notify prospects about an offering?

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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 - Can I export the list of prospects for an offering?

You can download one, several, or all prospects for an offering
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How can I remove a prospect from an offering?

As long as the prospect has not yet signed an agreement document, they can be removed from your prospect list for the offering
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Written by Joni Reeves
Updated over a week ago
Distributions

Manager Platform Guide - Distributions Overview

Discover how to create and manage your distributions using the Groundbreaker Platform
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I create a distribution?

Add a distribution from the Investment Entity page
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How are ownership percentages calculated for distribution payments?

Distribution payment amounts are calculated based on contribution
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I send distribution payments via ACH?

Making distribution payments via ACH is an option when both you and your LP configure the bank details
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I create payments for a distribution?

Manage payments after you create a distribution from the Investment Entity page
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I change payment instructions?

You can manage the payment method and instructions from the distribution payment page
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I track ACH distribution payments?

You can track the progress and status of ACH payments from the distributions page for the Investment Entity
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Where can I find the status of distribution payments?

You can track the status of distribution payments from the Investment Entity detail page
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I cancel distribution payments?

You have options when you need to cancel a distribution payment
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Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I handle ACH payment failures?

The payment status is updated with an error message when the ACH transaction fails
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Written by Joni Reeves
Updated over a week ago