Janover Connect

You can select which of your contacts to add as prospects to your offerings

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

You have several options to narrow down and revise the list of prospects

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

You can send an email notification to a contact group at the time you make an offering available to prospective investors

Manager Platform Guide- How can I add prospects and notify them when I publish an offering?

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

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

All prospects for an offering have a detail page that reflects their progress through the investment process

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

You can restart the investment process for a prospect at any time before it is funded

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

You can download one, several, or all prospects for an offering

Manager Platform Guide - Can I export the list of prospects for 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

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

Yasmin Bastos

Prospects

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LP Guide

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