Display the Funding Progress Meter

Displaying a funding progress meter on the client portal and public minisite is a great way to create urgency and encourage a call to action among potential prospects and investors. The funding progress meter not only allows you to display how far along funding is for your opportunity, it also gives you control to set constraints over when to display it. This can be particularly advantageous during a raise. For example, once a deal is 50% funded, you can opt to show this progress to your investors and prospects to garner a sense of urgency to get into the deal before the opportunity is gone. This feature is visible in the client software as well as the Public Minisite.

To Set Up The Funding Progress Meter

1. Navigate to the property/fund page for your current opportunity.

2. Click on Edit Property Details.

   

3. Scroll to the bottom of the Edit Details page to the Funding Progress Information section.

4. Check the box Present a meter with current funding information to users.

   

5. Set your minimum and maximum amount to show the meter. 

   
   

   What the Minimum and Maximum Amounts Mean

   As long as the total amount of invested capital in the opportunity falls within the bounds of the minimum and maximum amounts set, the funding progress meter will be shown to users with access and external prospects.

   
   

   Minimum Amount: When the total amount of investments in the opportunity exceeds the minimum amount, the progress meter will be shown on the deal page, both to existing users and to external prospects on the public page.

   
   

   Maximum Amount: When the total amount of investments in the opportunity exceeds the maximum amount, the progress meter will be hidden on the deal page, both to existing users and to external prospects on the public page.

6. Click Update Property.

View from Client Portal