Lead onboarding
Lead Onboarding is where you build the investment flow for each offering: the steps an investor follows when they click Invest Now.
Building a flow. Open Lead Onboarding from your menu and create a new investment flow. You name the deal and pick your NDA (it applies company-wide), then choose your accredited investor questionnaires (one for individuals, one for entities), then review and build.
Keep it short. Every extra step loses people. Ask only for what you need at that stage.