Summary/Launch Fund

The Summary page displays the information you have defined for the offering.

Launching a Fund

Using the Portal

When ready, click Launch Fund to make it available to investors.

The next step required for making the fund available for investing is to select the investing organizations that will be able to sell the fund to their clients. See Managing Selling Firms.

Using the API

Launching the fund is included in the Launch New Offering payload.

Deleting a Fund

Using the Portal

To delete a fund before launching, click Delete Fund. Once launched, you cannot delete a fund from the platform.

Using the API

The API does not offer a way to delete a fund. Before launch, there is nothing to delete from the platform. After launch, deleting a fund is not an option on the platform.