Investment campaigns

Creating investment campaigns

In order for the issuance to start, you first need to create a campaign that describes the terms under which investors are able to invest. To do so click on the "Create a new investment campaign" button in the detailed product view.
You can enter a reference name for the campaign. The allocation controls how many units should be sold in this campaign. The minimum and maximum limits adjust the investment amounts that are possible. In addition, you set a price specific for that campaign and a country that you want to target.
Depending on your platform configuration you can choose between all or a subset of the following offering types for campaigns:
Offering type
Description
Minimum investment amount
Only allows investments starting at a specific investment amount.
Public offering
No restrictions apply to the creation of new investments (there may still be other requirements depending on the product setup).
When the campaign has been successfully created, you can use the URL of that campaign to direct investors to the investment process. The signed percentage shows the progress of how many investments are already allocated with this campaign.

Creating personalized invitations

To create a personalized invitation navigate to the detailed products page and click on "Create investment invitation". The create invitation modal opens and you can enter the investor's data. Please provide the following information:
  • Internal reference (e.g., the full name of the investor)
  • The email address of the investor
  • Units to be potentially bought by the investor
  • Price per unit for that particular investor
  • Residence country of the investor
  • The type of offering you want to use
Create invitation modal in the Cashlink Studio
Depending on your platform configuration you can choose between all or a subset of the following offering types:
Offering type
Description
Private placement
If this setting is applied for a personal invitation, the invitation counter is increased. You can only create a certain number (depending on your platform configuration) of personalized invitations per country with this offering type.
Minimum investment amount
Only allows investments starting at a specific investment amount.
Public offering
No restrictions apply to the creation of new investments (there may still be other requirements depending on the product setup).
Click on the "Create invitation" modal to create the invitation. You are then able to share the invitation link with the investor. The invitation link allows the investor to access a personalized invitation.
We do not send email notifications to investors when you create a personalized invitation.
Share invitation dialog in the Cashlink Studio

Deactivating campaigns and invitations

If you create a personal invitation or an investment campaign, they are directly accessible for investor via the created URL. If you want to restrict the access, you can at any time deactivate the campaign by clicking on the button "Deactivate" in the campaign's or invitation's card. As soon as the campaign or invitation is deactivated the allocation is available for the creation of new campaigns or invitations.
If a campaign or a personal invitation are deactivated, investment processes that are in a stage after the commitment step where the investor clicked on the "Make binding offer" can be finished by the investor. All processes before that cannot be accessed by the investor after the deactivation.
Campaigns and invitations can also be re-activated if the necessary allocation is still available.

Editing campaigns and invitations

As soon as a campaign or invitation is created there might be open processes where investors have already started to invest. Therefore, editing campaigns is not possible.
However, you can simply deactivate the campaign you want to edit and create a new campaign with the updated settings. This will make sure, that investments can only be made with the new settings after you've changed them.

Use more currencies

The default currency for security purchases is Euro (EUR). You can also define other currencies for an invitation. To do so, please contact Cashlink to whitelist a currency for your account. The payable amount is then calculated using a fixed exchange rate set by you.
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Outline
Creating investment campaigns
Creating personalized invitations
Deactivating campaigns and invitations
Editing campaigns and invitations
Use more currencies