Enter your raise and minimum investment

Target raise and minimum

The target raise is the amount you plan to raise from investors. The minimum investment is the usual smallest subscription you will accept. Enter numbers without confusing dollars with thousands or millions. For example, enter 5000000 for a $5 million target.

Keep related terms aligned

Check the target against sources and uses, debt financing, expenses, reserves, and the property or investment budget. If multiple closings, tranches, classes, or discretion to accept smaller subscriptions apply, explain them in the applicable terms and subscription sections.

What the preview can and cannot check

Shared fields flow through linked document sections. It remains your responsibility to reconcile custom narrative, manually edited tables, exhibits, and external governing documents. A mathematically consistent draft can still describe incorrect or incomplete deal terms.

Reconcile a small set of source numbers

Use a source term sheet to check target raise, minimum investment, security terms, and the description of how capital is accepted. A minimum investment is not the target raise or total project capitalization. Debt, sponsor capital, and other sources may make the project budget larger than the investor raise.

For a fictional $5,000,000 investor raise with a $50,000 minimum, check that those amounts appear consistently in the preview and supporting materials. The minimum must not exceed the target in the quick-start flow. A revised raise may also require changes to the proceeds budget, financing assumptions, and offering terms.