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

Status

Trust and Compliance

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