Manager Platform Guide

Manager Platform Guide - Groundbreaker Basics

Discover the basics of the Groundbreaker software

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

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Is there an online user guide?

Groundbreaker maintains an extensive Knowledgebase of detailed help articles

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

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

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

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

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

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Is my data secure?

Groundbreaker takes many precautions to ensure data security and privacy

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Platform Overview

Discover Groundbreaker's basic navigation and menu options

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - What are the menu options?

You can initiate all activities from the Home Dashboard via the Menu located at the top of the screen to the far right

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Does Groundbreaker have a search function?

The search capability is available from the Home Dashboard

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Where can I find an overview of my equity position?

The Home Dashboard presents an overview and you can drill down into specific offerings

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Where can I find the equity breakdown for an offering?

The Home Dashboard presents an overview and you can drill down into specific offerings

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I set up email notifications?

Configure your email address and notifications from the Settings Menu

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I update my user profile?

You can update your user information under profile settings

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I change my password?

You can change your password under profile settings

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - What if I forget my password?

We’ll reset your password if you forget it

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Can I enable Two Factor Authentication?

You can enable 2FA for your login ID under profile settings

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I manage team member access?

Add and revise team member access to the Manager Platform from Organization Settings

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Investor Portal Overview

Discover how to make the Investor Portal an extension of your brand

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I control how my contact information displays in the Investor Portal?

Provide your company details in the general settings

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I update the Investor Portal to reflect my brand?

Configure your Investor Portal from the Settings Menu

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I enable access to the Investor Portal?

You can approve portal access on the user’s Contacts page

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How can I automatically approve all investor portal access requests?

You can turn off the setting that requires a manager's approval when you access the Investor Portal settings

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I remove an investor's access to the Investor Portal?

You can deactivate a user’s access on their Contacts page

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I reset the investor’s password?

You can reset a user’s password on their Contacts page

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Contacts Overview

Discover how to create and manage your investor contacts

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - What information is stored with my contacts?

You have access to the complete history of interactions with each Contact when you access their Contact page

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I add a contact?

You can easily add new contacts from the Contacts section

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I edit a contact?

You can keep your contact information up to date when you access the Contacts section

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I delete a contact?

You can delete Contacts from your Contacts list by deactivating them

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide -How can I organize my contacts?

You can assign tags to your Contacts to make it easier to manage them

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide -How can I create and manage contact groups?

You can create groups of Contacts to make it easier to manage them

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How can I search and filter my list of contacts?

You have several options for filtering and searching to find the Contacts you want to work with

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Investor Accounts Overview

Discover how to create the Investor Accounts your investors will use as the legal entities for their investments

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I add an Investor Account?

You can add Investor Accounts on behalf of your investors

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I edit an Investor Account?

You can edit Investor Accounts on behalf of your investors

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I delete investor accounts?

You may need to clean up your list of investor accounts

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I update distribution payment instructions for an Investor Account?

You can revise instructions and change payment methods on behalf of your investors

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Offerings Overview

Discover how to use Offerings to market your deal and increase its appeal to potential investors

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

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

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

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

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

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

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

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

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Can I share my offering publicly?

You can share a public link with anyone to promote your offering

Written by Aline Ribeiro
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

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

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

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

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

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

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

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

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

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

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

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

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

Written by Joni Reeves
Updated over a week ago

Manager Portal Guide - How can I notify prospects about an offering?

You have several ways to share your offering with potential investors.

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

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

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

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

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Investment Entity Overview

Discover how Investment Entities define the investment subscription process and are where all investment details are maintained

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

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

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

Written by Joni Reeves
Updated over a week ago

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

When all activities for an investment are complete, you can close the investment entity

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

Written by Joni Reeves
Updated over a week ago

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

Written by Joni Reeves
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

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

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

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

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I revise an investment?

You can correct clerical errors associated with an investment unless it was funded via ACH direct deposit

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I delete an investment?

You can delete an investment unless it has received distributions or was funded via ACH direct deposit

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How can I manually add investments created outside Groundbreaker?

You can add investments for raises that occurred outside Groundbreaker so that all transactions are centrally maintained

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - When is an investment considered completed?

When the investment entity is closed, all investments are moved to completed status.

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Distributions Overview

Discover how to create and manage your distributions using the Groundbreaker Platform

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

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

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

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

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

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

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

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

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

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Funding Options Overview

Discover the methods Groundbreaker supports for both contribution and distribution payments

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I set up ACH?

You must connect a bank account to the Investment Entity before sending or receiving payments via ACH

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I enable ACH for contribution payments?

You can identify ACH as a contribution payment method after you set up ACH for the Investment Entity

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I enable ACH for distribution payments?

ACH is enabled as a distribution method when you set up ACH for the Investment Entity

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How long does it take to process ACH transactions?

ACH transactions generally take 3-5 business days to complete

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - What happens when I have an ACH error?

There are several reasons why an ACH transaction may fail, but you can resolve them and retry

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Documents Overview

Discover how to make important documents immediately available to your prospects and investors

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I upload documents for an Offering?

Attach documents to your Offering for prospects to download and review

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I delete documents from an Offering?

You can remove documents when you edit the offering

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I upload documents for all investors in a deal?

Attach documents to the Investment Entity to share them with all investors in the deal

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I upload documents for an investor?

Securely provide investor specific forms and documents by uploading them to Groundbreaker’s central repository

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - Can I delete documents once they are uploaded?

You can delete some types of documents

Written by Joni Reeves
Updated over a week ago

Manager Platform Guide - How do I delete a document saved with an investment?

You can safely delete documents associated with any investment

Written by Joni Reeves
Updated over a week ago