How do I get started?



10:51 AM on October 10, 2022

Getting started on the platform as a fundraiser is as easy as...


1: Sign up for an issuer's account—for free! 💻

  • It is highly recommended that you create your account using an email with your company's domain for your account registration.
  • Enter the name of the individual on your team authorized to administer this account on behalf of your organization.

Related: What's an issuer?

2: Explore your dashboard and get familiar with the account features 🔍

  • Enter in as many details as you're able to, and we'll assist you with any fields you're unsure of.
  • Just remember: all information fields in your dashboard need to be filled out prior to Account Verification.

Related: How do I verify my account?

3: Register through this link 🔗

Once you've completed your registration, schedule an exploratory meeting with us.

Make sure you have some preliminary requirements ready:

  • Pitch Deck
  • Company Profile
  • Business Plan
  • Fundraising Goals and Strategy

Related: What is the full onboarding process like?