Use Case 06
Raise equity or debt funding
Available steps and preparation
This video explains the controls available today and how to prepare. Some actions depend on permissions, approval or tools that are still coming soon; the guide identifies these steps.
Browse use cases for Business ownerStep-by-step guide
The same walkthrough in writing, with a screenshot for every step.
Preparation guide: the related platform tools are shown; this does not demonstrate a completed dedicated workflow. Check the limitations below.
1. Prepare the funding question
Preparation only. Preparation only. Raise capital editing is unavailable. Use actual evidence and an eligible accessible deal; do not bypass restrictions with a false listing.
2. Find relevant funding preparation
Inspect Deal Room → Filters → Funding. Written continuation in an eligible accessible deal: review Due Diligence and Raise Capital if offered. This is preparation, not application submission or lending approval.
3. Assemble a reviewable funding pack
Inspect Document Builder → Create → Deal funding templates after selecting an eligible record. Review evidence and assumptions. Dedicated Raise capital listing editing is unavailable; this is preparation only.
4. Review the outcome and next step
Prepare a reviewed financing brief with a qualified finance contact. Equity, debt and repayment assumptions need separate assessment. If no eligible deal exists, do not invent a sale to unlock templates. A pack supports discussion; it submits no application and secures no offer or approval in this demonstration.
Common questions
Short answers to what people ask most about this part of the product.
Can I publish a capital-raise listing?
The dedicated editor is disabled. This guide covers general deal/document preparation only; investor and lender review remain separate.
What if I have no eligible funding deal?
Prepare factual amount, use of funds and current evidence with your finance contact. Do not create a fictitious sale to unlock deal-bound templates; the dedicated capital editor is disabled.
Why are the shown controls in English?
These real platform captures use English labels. Italian narration and instructions retain them so you can identify the exact shown controls.
Video transcript
You need capital for expansion and want a credible finance discussion. This is preparation only: the dedicated capital-listing editor is unavailable. Begin with the actual amount, intended use and evidence. The demonstrated tools are general deal filters and document preparation, not publication of a capital-raise listing or automatic funding. In Deal Room, inspect Filters and Funding. Needs funding is a deal characteristic, not a submitted loan application. Open an eligible record only when you have access. In Due Diligence a Raise Capital checklist may be available. It tracks preparation requirements, not a lender’s credit decision or guarantee. Filtering and checklist progress do not establish eligibility, affordability, approval or an offer. Use Document Builder with an eligible deal source to inspect available funding templates. Assemble the actual amount, purpose, financial evidence and repayment or investment assumptions. Review a draft against current records. The dedicated capital-raise listing editor is disabled in this version. These general tools prepare a finance discussion; they do not run automated underwriting, submit an application or issue a credit approval. Prepare a reviewed financing brief with a qualified finance contact. Equity, debt and repayment assumptions need separate assessment. If no eligible deal exists, do not invent a sale to unlock templates. A pack supports discussion; it submits no application and secures no offer or approval in this demonstration.
Watch the video, or follow the written steps below. Both cover the same walkthrough.
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