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Self-Serve Investments
Watch this webinar to learn all about our new self-serve investments features!
Managers now have the ability to fully control the investment process, from the initial creation of accounts to the final step of pushing documents to investors.
In this webinar, we will cover the following topics:
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How to create an investment pledge and notify the investor
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How to create an investment and seamlessly send subscription documents to the investor
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How to upload subscription documents that have been signed offline
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How to effectively manage an investment, including the process of adding a contribution