Promote a Current Opportunity Externally

You can promote a current opportunity externally using a Public Minisite to attract new prospects and investors.

Promote a Current Opportunity Externally

Update Capital allows you promote a current opportunity outside of the software in order for you to access new potential investors through a public minisite. 

1. Open the property page for the current opportunity in question.

2. Click on Edit the Property Details.

   

   
   

3. Then ensure that the checkbox for Public Minisite is checked.

   

4. Then choose if you would like to ask external prospects for more specific investment details such as the investment amount and entity. 

5. Set your auto-approval variables, these will set the minimum capital commitment amount to be automatically approved and the maximum aggregate of all investments to stop auto-approving investments.  Also, choose if you want to auto-approval commitments that come from the public minisite.  In our example, we want to manually approve external commitments that come from the minisite.
6. Below the auto-approval criteria is a funding progress section. If enabled, this allows users to see a bar that represents how much amount has been raised already. You can set minimum and maximum amounts for the user to see. For example, if you only want to show the bar after a certain amount has been raised, you can set a minimum value. If you want to no longer show the bar after a certain amount has been raised, you can set a maximum value. 

7. Once you save the changes, a link for a Public Minisite will be listed at the top of the property page:

8. You can then share this link with anyone to whom you wish to promote the current opportunity.  Potentially interested investors can even click the button (below) to request to invest in the current opportunity by signing up for more information through the public minisite.

Prospect Investment Request Form

Once the prospect clicks the invest button, they will be presented with a form to provide the requested investment details.  By default, this will be Name, Email, and Phone Number but can also include investment amount, entity, and investor accreditation.  You can also request other CRM or investment fields to be included in this form by contacting Update Capital support:

The prospect will see a confirmation on the screen after submitting:

You will then receive an alert on the admin end of Update Capital, in which you can follow up with the potential investor and even invite them to the software.

Based on the option you choose, the prospect's investment may be accepted and if you choose to do so, they will be invited to sign into your software.