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How to Discover and Filter Available Deals

Overview​

The WhiteLabel Community Deals Platform offers a variety of investment opportunities across different asset types, industries, and risk profiles. Finding the right deals that match your investment criteria is essential for building a successful portfolio. This guide will walk you through the process of discovering, filtering, and organizing available deals to find the opportunities that best align with your investment goals.

Prerequisites​

Before browsing available deals, you should:

  • Have a registered account on the platform
  • Have completed your investor profile setup
  • Have completed KYC verification (required to view most deal details)
  • Have a basic understanding of your investment goals and preferences
  • Be familiar with basic investment terminology

Step-by-Step Instructions​

Step 1: Navigate to the Deals Marketplace​

  1. Log in to your account on the platform
  2. Click on "Deals" in the main navigation menu at the top of the page
  3. This will take you to the Community Deals marketplace where all available investment opportunities are listed
  4. Note the introductory text: "Discover and participate in community-driven investment opportunities"

Step 2: Understand the Deal Filtering Options​

  1. At the top of the deals page, you'll see several filtering tabs:

    • "All Deals": Shows all available deals
    • "Active": Shows currently open deals accepting investments
    • "Ended": Shows deals that have completed their funding period
    • "My Deals": Shows deals you've invested in or expressed interest in

  2. Select the appropriate tab based on what you're looking for:

    • Use "All Deals" for the most comprehensive view
    • Use "Active" to see current investment opportunities
    • Use "Ended" to research past deals and their performance
    • Use "My Deals" to track your own investments

Step 3: Use the Search and Filter Functions​

  1. Locate the search bar at the top of the deals list

  2. Enter keywords related to deals you're interested in (e.g., company names, industries, technologies)

  3. Use the dropdown filters next to the search bar:

    • "Newest First": Sorts deals by recency
    • "Cover": Filters deals by their cover image or presentation

  4. Apply these filters to narrow down the list of deals based on your preferences

Step 4: Browse the Deal Cards​

  1. Scroll through the deal cards displayed in the marketplace

  2. Each deal card shows key information:

    • Deal title and brief description
    • Network/blockchain (e.g., Polygon)
    • Deal status (Active, Ended, etc.)
    • Pool progress (percentage funded)
    • Number of investors
    • Days left in the funding period

  3. Note the visual indicators:

    • Progress bars showing funding status
    • Network badges indicating the blockchain
    • Status indicators showing if a deal is active

Step 5: Identify Deals of Interest​

  1. As you browse, look for deals that match your investment criteria:

    • Industry or sector alignment with your interests
    • Funding progress (deals with higher progress may indicate popularity)
    • Time remaining (deals closing soon may require quicker decision-making)
    • Number of investors (can indicate community interest)

  2. Pay attention to the deal descriptions to get a quick overview of the opportunity

Step 6: View Detailed Deal Information​

  1. When you find a deal of interest, click on the deal card or the "View Deal" button
  2. This will take you to the detailed deal page where you can see:
    • Comprehensive deal information
    • Funding progress and target
    • Investment terms
    • Team information
    • Documents and presentations

Step 7: Examine the Deal Overview​

  1. On the deal detail page, review the key information:

    • Pool progress (amount raised and percentage complete)
    • Target funding amount
    • Investment limits (minimum and maximum investment)
    • Network/blockchain
    • Issuer information
    • Deal description and overview

  2. Pay special attention to the investment period details:

    • Closing date
    • Minimum investment amount
    • Time remaining for investment

Step 8: Review the Deal Memo and Description​

  1. Scroll down to the "Memo" section to read:

    • Deal title and overview
    • Detailed deal description
    • Key features and benefits
    • Business model information
    • Team background

  2. This information helps you understand the investment opportunity in depth

  3. Look for clear explanations of what the project does and how it generates value

Step 9: Understand the Investment Terms​

  1. Review the investment terms section to understand:

    • Token or share price
    • Target return (if specified)
    • Maximum investment allowed
    • Minimum investment required
    • Any vesting or lockup periods
    • Token utility or rights

  2. These terms are crucial for evaluating the investment opportunity

Step 10: Access Deal Documents and Presentations​

  1. Navigate to the "Documents & Presentations" section

  2. Here you'll find important files such as:

    • Offering Memorandum
    • Subscription Agreement
    • Pitch Deck
    • Technical documentation
    • Legal agreements

  3. Click on document names to view or download them

  4. Review these documents thoroughly before making investment decisions

Step 11: Understand How the Investment Process Works​

  1. Look for the "How It Works" section that explains the investment process:

    • Review Documents: Understanding the offering details
    • Complete KYC: Verifying your identity
    • Fund Your Share: Making the investment
    • Join the Community: Participating post-investment

  2. This provides a roadmap of what to expect if you decide to invest

Step 12: Save Deals of Interest for Later​

  1. If you're not ready to invest but want to track a deal:

    • Some platforms offer a "Save" or "Favorite" function
    • Alternatively, use the "My Deals" tab to track deals you've viewed
    • Make note of closing dates to ensure you don't miss the investment window

  2. Return to the main deals page to continue browsing other opportunities

Best Practices​

  • Define Your Criteria: Have clear investment criteria before browsing deals
  • Regular Checking: Check the platform regularly for new deals
  • Due Diligence: Always review all available documents before investing
  • Diversification: Consider different deal types and industries for your portfolio
  • Ask Questions: Use the platform's communication tools to ask issuers questions
  • Track Closing Dates: Note when deals are closing to avoid missing opportunities
  • Compare Deals: Look at multiple similar deals to compare terms and potential
  • Research Team: Pay special attention to the team behind each deal
  • Understand Risks: Carefully review risk factors in the offering documents
  • Start Small: Consider starting with smaller investments as you learn the platform

Troubleshooting​

Common Issues​

  1. Not Seeing All Deals

    • Solution: Verify your KYC status is complete
    • Solution: Check if you need to update your investor accreditation status
    • Solution: Clear any active filters that might be limiting your view
    • Solution: Ensure you're on the "All Deals" tab rather than a filtered view

  2. Unable to View Deal Details

    • Solution: Complete your KYC verification if not already done
    • Solution: Check if the deal requires specific investor qualifications
    • Solution: Try logging out and back in to refresh your session
    • Solution: Clear your browser cache and cookies

  3. Documents Not Loading

    • Solution: Try a different browser
    • Solution: Check your internet connection
    • Solution: Verify you have appropriate software to view the document format
    • Solution: Contact support if documents are consistently unavailable

  4. Difficulty Understanding Deal Terms

    • Solution: Review the glossary or help section for term definitions
    • Solution: Research unfamiliar concepts online
    • Solution: Contact platform support for clarification
    • Solution: Consider consulting with a financial advisor

  5. Deals Closing Too Quickly

    • Solution: Set up notifications for new deals if available
    • Solution: Check the platform more frequently
    • Solution: Note typical funding periods and plan accordingly
    • Solution: Be prepared with funds ready to invest when you find suitable deals

Getting Help​

If you encounter any issues while browsing available deals:

  1. Navigate to the /support Support center by clicking on the "Support" link in the main navigation
  2. Select the appropriate category for your issue
  3. Provide specific details about your problem
  4. Submit your support request
  5. Support staff will respond through the platform's notification system