The first step to begin your fundraising journey is to create a deal. This is where you can input deal terms, your pitch deck, closing documents, bank information, and more.

Navigate to the deal room and click "Create Deal Room."

Choose if you would like to create a Venture Capital Deal, Real Estate Deal, or Custom Deal Terms, then click "Create A New Deal."

The first step is "Basic Deal Information." This is where you will upload:

Note that after you activate your deal, deal terms will lock and cannot be edited. But, you can easily duplicate your deals to change terms for a new link.

The second step is "Enhanced Deal Information." This is where you can upload:

Note that these fields are not required and you can always come back later to add information.

The third step is "Share Diligence." This is where you can decide what sections of your cap table and data room are displayed for investors. You can edit which sections are permitted in your deal at any time.

To make changes to your data room and cap table, you can access both tabs in the left navigation labeled "Data Room" and "Cap Table."

The fourth step is "Accept Funds." Here you can upload:

Click "Preview" to view your shareable deal link. This is what your deal link will look like after activating your deal.