Investment process customization
The investment process can be customized to fit the product that's being sold. This page describes the following customizations:
- Data room
- Commitment text
- Custom checkboxes
Providing information to your potential investors is a key part of the issuance process. Investors need to decide whether they want to invest in the asset.
The data room provides this information to the potential investor before the investment process is started.
Data room for an example asset.
Your contact at Cashlink will guide you through the setup of the data room. The following kinds of data can be displayed to investors:
- Styled text
- Documents (PDF, Excel, ...)
For campaigns and personal invitations, the data room can also be disabled in order to allow self-hosted product detail pages.
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.
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.