Janover Connect

Investor Portal Guide - Offerings Overview

The sponsor may email you when they publish an offering you may be interested in seeing.

Investor Portal Guide - Will I be notified when the sponsor adds a new offering?

An offering may go through five stages during its lifecycle

Investor Portal Guide - What are the offering stages?

Each offering on the Home Dashboard has a deal card where you can find the details for the offering

Investor Portal Guide - Where can I see the details for an offering?

A sponsor may open an offering for reservations before fundraising begins

Investor Portal Guide - What is a reservation offering?

When it is required, you will be prompted to accept the sponsor's NDA before you can view the offering details.

Investor Portal Guide - What if the sponsor requires a Non-Disclosure Agreement?

Yasmin Bastos

Offerings

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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