Baseline

To create an investment offering complete the following steps:

1. Click on Offerings.
2. Select “Add Offering”.
3. Name the Offering and Press Save.

ℹ️ The name of the “Offering” will be visible to your investors in their investor portal.

<b><a href="https://help.baselinesoftware.com/en/articles/8826885-configuring-investment-offerings">Learn how to configure an offering</a></b>

Creating An Offering

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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