Fundraising

The Fundraising Map is a spreadsheet that shows values for various fundraising settings. To edit these settings, first generate your current Fundraising Map. Then you can edit the associated values in Column B as desired, and finally import the edited map. Click the Help icon above for more information.

Import Map

Compatible file formats: xlsx, xls, or csv.

Use a new or edited Fundraising Map.

Example Fundraising Map

Note the setting descriptors in Column A below. The import routine relies on these descriptors. They must match precisely. Feel free to edit their associated values in Column B.

Settings: Settings shaded in blue are required settings for the overall offering. Settings shaded in yellow are optional settings for additional help. Settings shaded in green are optional settings for special situations: minimum waiver for small investors, and discount schedule for large investors. Settings shaded in violet are optional links to DocuSign PowerForms.

Importing: Dragging an edited Fundraising Map onto the DropZone (or clicking and selecting) will invoke a routine to change fundraising settings. Blanks will be ignored and hide the associated features.

Done

Export/Import Payment Methods

help_outline

A Payment Methods Map is a spreadsheet where each column after Column A represents a single payment method. To add a new payment method, or to edit an existing method, first generate a current Payment Methods Map. Then edit existing payment methods (columns) and/or add a new payment method (column). Click the Help icon above for important rules and definitions.

Import Map

Compatible file formats: xlsx, xls, or csv.

Use a new or edited Payment Methods Map.

Example Payment Methods Map

Note the descriptors in Column A below. The import routine relies on these descriptors. They must match precisely. Each column after Column A represents one payment method.

Settings: Each payment method must have a unique id. Settings shaded in blue are basic labels that appear for each method. Settings shaded in yellow are important details for each payment method. Settings shaded in red are Stripe connection settings for credit card payment.

Importing: Dragging an edited Payment Methods Map onto the DropZone (or clicking and selecting) will invoke a routine to edit any existing payment methods (pre-existing columns), and to add any new payment methods (newly added columns). Blanks will be ignored and result in the default value for that setting. If you wish to delete a Payment Method altogether, please contact Nth Round Support.

Done

Add New Document

Add document name

Add document date

Add security watermark
Includes timestamp, viewer's email, and IP address.

Upload a fundraising document.

Upload a .pdf (or an image) of your fundraising document.

Sign in to your dashboard

Request access

CONFIDENTIAL INFORMATION

Fundraising

Export/Import Fundraising Settings

Import Map

Example Fundraising Map

Export/Import Payment Methods

Import Map

Example Payment Methods Map

Add New Document

Upload a fundraising document.