How to edit a published deal

Overview

If you want to amend details or refine the wording and contents of a published deal, you can easily do so. This ensures that your content remains accurate and up-to-date, providing a seamless experience for both you and your investors.

This article offers guidance on:

• How to edit a deal

How to edit a deal

Click the hamburger icon (≡) to open the menu. The menu opens in a left-hand sidebar.

Select My Deals which will take you to the Deal screen. 

Choose the deal that you would like to edit. 

Click on the ellipsis button (three dots) and then select the Unpublish option from the dropdown menu. Confirm you want to do so on the pop-up. 

Please note - you will need to redo the approval workflow when republishing with your changes.

Click the Edit Deal button. Here you can make as many edits to the deal as you need. 

After making all desired changes, simply press the Save button. Then, proceed by clicking Continue to Manage Deal.

To make the deal visible to investors once again, locate and click on the Publish button situated in the top-right corner.

Congratulations! Your deal has now been successfully edited and updated.