Offering prospects sort, filter, and search capabilities with bulk actions
What’s new
Sponsors sometimes have hundreds of prospects per offering and need to be able to quickly find the prospect(s) that require their attention for the task at hand. We are introducing search, filter, and sort capabilities that can be used alone or together as a powerful way to manage the prospects for an offering.
Some of the sort parameters are:
- Contact Name
- Investment Status
- Expected Amount
Some of the filters available are:
- Investment Status
- NDA Status
- Signature Status
In addition to filters and sorting, we know that you may need to take action on several prospects at once. We are providing three bulk actions with this release.
- Send an offering notification email to all selected prospects
- Remove all selected prospects and restrict their access to the offering
- Export one, several, or all prospects for an offering
What are the benefits?
We are committed to making Groundbreaker the easiest and most valuable investment management software for you. Giving you additional capabilities for managing your prospects - your potential source of capital - moves us further in that direction. Easy-to-use options that let you quickly find your highest-priority prospects mean you will spend less time on administrative tasks and more time driving your business forward.
Timing
This revision to the manager software application is available as of October 26, 2022.