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InvestNext Updates: May 2021

May 20, 2021

A special thank you to all active and retired military. We appreciate your service! Check out this holiday recipe from our Product Specialist Evan Haft.We're back with our last spring issue of the year! San Diego and Detroit are really starting to warm up and it's not even officially summer yet!Some team members have started returning to the office part-time. It feels great!Meet Obie, our official office dog. His primary skills are sleeping, eating cookies, and getting everyone's attention.

Product Spotlight:

Opportunities Pipeline Brings Greater Deal Insight!

The team has been hard at work enhancing opportunities management. We think these enhancements will give you powerful and up-to-date insight into where investors are at in the commitment process during a capital raise.You might have noticed three new steps in the pipeline view:

  • Committed | Investors have filled in their commitment amount, created their investing entity, and agreed to the investing disclaimer.
  • Paperwork Complete | In addition to the above, investors have also electronically executed all investment documents.
  • Funded | The investor has committed but the funds have not yet been recorded.** If you're using our new inbounds payment feature, the system will automagically record the commitment as funded and well as mark the entry on the cap table.

Customer Success:

Canny Feature Request

Are you familiar with our feature request options? We make it our goal to provide a premier customer experience by ensuring all feedback is captured, shared, and followed up. View our feature request repository to post requests and more.

Tip of the Month

Did you know that you can see how many times an investor has opened an email you sent them?

We're Hiring!

Check out the following open roles. If you know someone who would make a great fit let us know!Current Openings: Software Engineer

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When you visit websites, they may store or retrieve data in your browser. This storage is often necessary for the basic functionality of the website. The storage may be used for marketing, analytics, and personalization of the site, such as storing your preferences. Privacy is important to us, so you have the option of disabling certain types of storage that may not be necessary for the basic functioning of the website. Blocking categories may impact your experience on the website. More Infomartion
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Marketing
These items are used to deliver advertising that is more relevant to you and your interests. They may also be used to limit the number of times you see an advertisement and measure the effectiveness of advertising campaigns. Advertising networks usually place them with the website operator’s permission.
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These items allow the website to remember choices you make (such as your user name, language, or the region you are in) and provide enhanced, more personal features. For example, a website may provide you with local weather reports or traffic news by storing data about your current location.
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These items help the website operator understand how its website performs, how visitors interact with the site, and whether there may be technical issues. This storage type usually doesn’t collect information that identifies a visitor.
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