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Markets and offerings
Publish markets and listings, choose an allocation method and manage a raise from upcoming to closed.
11 guides
- Markets and listings explainedA market is a catalogue with its own audience. A listing is one property offered inside it, with its price, caps and terms.
- Create and publish a marketSet the audience, the rules for ordering and the dates, then publish the market now or schedule it to open by itself.
- Preview as clientCheck exactly what a given client sees in the portal before you publish, and understand why they cannot order.
- Create a listingThe five-step wizard for offering a property: terms, fees and returns, required documents, and publishing.
- Allocation methods: first come, pro rata or manualThree ways to decide who gets fractions, when fractions are reserved, and what happens when a raise is oversubscribed.
- Fees, expected returns and disclaimersDescribe the economics of an offering clearly: fee types, expected yields, use of proceeds, risks and the disclaimer investors always see.
- Required documents for a listingMake clients read and acknowledge the memorandum, risk disclosure and terms before they can order.
- The interest listLet investors register interest before a listing opens, and see who wants in and with what amount.
- Public teaser pagesPublish a public page for a listing to attract investors, and turn the visitors who leave their details into leads.
- Pause, close or cancel a listingWhat each action does to orders and to the property, and what to do when a raise closes below its soft cap.
- Market analyticsSee how many people looked at a market, registered interest and ordered.
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