Open an active round from Funding Rounds or select Manage round from the round card.
An active round can show:
target amount
total raised to date
percentage raised
committed amount
valuation
investors
signed documents
pending documents
close date
closing checklist
The product may show next steps such as:
Round activated and documents generated.
Preview Data Room.
Send investor invitations.
Investors commit and e-sign.
Investor invitations give investors a secure path to review, commit, and sign. The Data Room can be used to share round materials and supporting documents.
Documents may include generated and uploaded files. The round view can show how many documents are signed, pending, or fully executed.
Use this view to track whether the round is ready to close and whether any investor, signature, or document step is still outstanding.