Investment process customization

The investment process can be customized to fit the product that's being sold. This page describes the following customizations:

  • Commitment text

  • Custom checkboxes

Commitment text

After the investor has entered all required data, they are asked to confirm that they want to invest. This action can be used to record the legally binding expression of the investor's willingness to buy the asset. The text that is shown to the user can be customized to fit the text on the subscription form.

It's also possible to link a document (such as the loan conditions for example) within the text.

Adding a document as well as adding the text itself is optional.

Checkboxes for investment confirmation

The checkboxes that the investor has to confirm can be customized with regards to the text and the documents that should be linked to the checkbox.

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