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Edit Investment Proposal

Update your proposal information and documents

Visibility: Invite Only (inherited from fund settings)

To change visibility, update the fund's privacy settings.

Upload new documents to replace existing ones. Accepted formats: PDF, DOC, DOCX, PPT, PPTX (Max 10MB each)

Presentation showcasing the investment opportunity

Leave empty to keep existing document

Legal disclosure document for private securities offering

Leave empty to keep existing document

Summary of investment terms and conditions

Leave empty to keep existing document

Optional video for investors. Paste a hosted URL (YouTube/Vimeo/direct) — fastest — or upload a file (max 2 GB).

Paste a YouTube, Vimeo, or direct video URL. Clear the field and save to remove.

Select a video (MP4, MOV, WebM, AVI, max 2 GB). It uploads directly to secure storage.

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Video uploaded — save the proposal to finalize.

Control who can see each document. Public = anyone in the marketplace. Interested Only = investors who expressed interest or were invited. Accepted Only = investors who accepted the invitation. Audit log tracks every access.

View document access log →

Control how investors can access your documents

When enabled, investors can download proposal documents. When disabled, documents can only be viewed within the platform (view-only mode).

View-only mode helps protect sensitive documents like pitch decks and proprietary strategies

Subscription Document

Subscription documents are now linked to your Fund (Legal Entity), not to individual proposals. To upload, replace, or manage the subscription document for this proposal's fund, go to Documents › Subscription Documents. AI questions regenerate automatically when a new document is uploaded for the fund.

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