Groundbreaker

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

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

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

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

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

You can download one, several, or all 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

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