Manager Platform Guide
By Yasmin1 author114 articles
Manager Platform Guide - Groundbreaker Basics
Manager Platform Guide - Get Started with Groundbreaker
Manager Platform Guide - Is there an online user guide?
Manager Platform Guide - How can I ask for help?
Manager Platform Guide - What if I encounter a problem?
Manager Platform Guide - How can I 'fix' my data?
Manager Platform Guide - Can I run a trial investment through the process and see it from the LP perspective?
Manager Platform Guide - How can I import Data into Groundbreaker?
Manager Platform Guide - Is my data secure?
Groundbreaker Billing - How do I update my subscription payment method?
Manager Platform Guide - Platform Overview
Manager Platform Guide - What are the menu options?
Manager Platform Guide - Does Groundbreaker have a search function?
Manager Platform Guide - Where can I find an overview of my equity position?
Manager Platform Guide - Where can I find the equity breakdown for an offering?
Manager Platform Guide - Investor Portal Overview
Manager Platform Guide - How do I control how my contact information displays in the Investor Portal?
Manager Platform Guide - How do I update the Investor Portal to reflect my brand?
Manager Platform Guide - How do I enable access to the Investor Portal?
Manager Platform Guide - How can I automatically approve all investor portal access requests?
Manager Platform Guide - How do I remove an investor's access to the Investor Portal?
Manager Platform Guide - How do I reset the investor’s password?
Manager Platform Guide - Contacts Overview
Manager Platform Guide - What information is stored with my contacts?
Manager Platform Guide - How do I add a contact?
Manager Platform Guide - How do I edit a contact?
Manager Platform Guide - How do I delete a contact?
Manager Platform Guide -How can I organize my contacts?
Manager Platform Guide -How can I create and manage contact groups?
Manager Platform Guide - How can I search and filter my list of contacts?
Manager Platform Guide - Investor Accounts Overview
Manager Platform Guide - How do I add an Investor Account?
Manager Platform Guide - How do I edit an Investor Account?
Manager Platform Guide - How do I delete investor accounts?
Manager Platform Guide - How do I update distribution payment instructions for an Investor Account?
Manager Platform Guide - Offerings Overview
Manager Platform Guide - How do we count offering views?
Manager Platform Guide - What is managed from the Offering page?
Manager Platform Guide - Can I search, filter, and sort the list of offerings?
Manager Platform Guide - How do I create an Offering?
Manager Platform Guide - What are the Offering stages?
Manager Platform Guide - What are the offering statuses?
Manager Platform Guide - How do I revise the offering stage?
Manager Platform Guide - How do I edit an Offering?
Manager Platform Guide - Can I share my offering publicly?
Manager Platform Guide - Who can view my offerings?
Manager Platform Guide - How do I define the subscription parameters for an offering?
Manager Platform Guide - How do I revise the subscription parameters?
Manager Platform Guide - How do I define the contribution payment methods?
Manager Platform Guide - How do I add the subscription documents?
Manager Platform Guide - How do I remove subscription documents?
Manager Platform Guide - How do I prepare subscription documents for electronic signatures?
Manager Platform Guide - What custom fields can I include in the subscription documents?
Manager Platform Guide - How do I set up a Non-Disclosure Agreement for my offerings?
Manager Platform Guide - How do I close an offering when fundraising is complete?
Manager Platform Guide - How do I delete an Offering?
Manager Platform Guide - How do I add prospects to offerings?
Manager Platform Guide - Can I search, filter, and sort the list of prospects for an offering?
Manager Platform Guide- How can I add prospects and notify them when I publish an offering?
Manager Portal Guide - How can I notify prospects about an offering?
Manager Platform Guide - Where can I find the details for a prospect’s offer?
Manager Platform Guide - Can I reset a prospect's subscription?
Manager Platform Guide - Can I export the list of prospects for an offering?
Manager Platform Guide - How can I remove a prospect from an offering?
Manager Platform Guide - Investment Entity Overview
Manager Platform Guide - How do I create an investment entity?
Manager Platform Guide - How do I edit an investment entity?
Manager Platform Guide - How do I delete an investment entity?
Manager Platform Guide - How do I close an investment entity?
Manager Platform Guide - What information is stored with an Investment Entity?
Manager Platform Guide - Can I send Emails from Groundbreaker?
Manager Platform Guide - Can I see the history of emails sent from the platform?
Manager Platform Guide - Can I customize the sender email?
Manager Platform Guide - How do I set up email notifications?
Manager Platform Guide - Can I personalize emails sent from Groundbreaker?
Manager Platform Guide - Investment Process Overview
Manager Platform Guide - What are the steps in the online investment process?
Manager Platform Guide - How do I accept or reject an offer?
Manager Platform Guide - How do I countersign subscription documents when the subscriber signs outside their investor portal?
Manager Platform Guide - Where can I find the status of an offer?
Manager Platform Guide - Distributions Overview
Manager Platform Guide - How do I create a distribution?
Manager Platform Guide - How are ownership percentages calculated for distribution payments?
Manager Platform Guide - How do I send distribution payments via ACH?
Manager Platform Guide - How do I create payments for a distribution?
Manager Platform Guide - How do I change payment instructions?
Manager Platform Guide - How do I track ACH distribution payments?
Manager Platform Guide - Where can I find the status of distribution payments?
Manager Platform Guide - How do I cancel distribution payments?
Manager Platform Guide - How do I handle ACH payment failures?
Manager Platform Guide - Can I send automatic notifications about a distribution?
Manager Platform Guide - Funding Options Overview
Manager Platform Guide - How do I set up ACH?
Manager Platform Guide - How do I enable ACH for contribution payments?
Manager Platform Guide - How do I enable ACH for distribution payments?
Manager Platform Guide - How long does it take to process ACH transactions?
Manager Platform Guide - What happens when I have an ACH error?
Manager Platform Guide - Documents Overview
Manager Platform Guide - How do I upload documents for an Offering?
Manager Platform Guide - How do I delete documents from an Offering?
Manager Platform Guide - How do I upload documents for all investors in a deal?
Manager Platform Guide - How do I upload documents for an investor?
Manager Platform Guide - Can I delete documents once they are uploaded?
Manager Platform Guide - How do I delete a document saved with an investment?
Manager Platform Guide - Can I send automatic notifications about a new document?