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How to Monitor Your Deal's Fundraising Status

Overview​

Once your deal has been approved and is live on the platform, monitoring its fundraising progress becomes essential. The WhiteLabel Community Deals Platform provides issuers with comprehensive tools to track investments, investor activity, and overall funding progress in real-time. This guide will walk you through the various dashboards, reports, and notification systems available to help you stay informed about your deal's performance and make data-driven decisions throughout your fundraising campaign.

Prerequisites​

Before monitoring your deal's fundraising status, you should:

  • Have an active issuer account on the platform
  • Have a deal that has been approved and is live for investments
  • Be familiar with your fundraising targets (soft cap and hard cap)
  • Understand the timeline of your offering

Step-by-Step Instructions​

Step 1: Access the Deal Dashboard​

  1. Log in to your issuer account
  2. Navigate to your "Deals" dashboard
  3. Find your active deal in the "Live Deals" section
  4. Click on the deal name to access the detailed dashboard

Step 2: Review the Funding Overview​

The Funding Overview section provides a high-level summary of your deal's performance:

  1. Funding Progress

    • Total amount raised to date
    • Percentage of fundraising target achieved
    • Visual progress bar showing proximity to soft cap and hard cap
    • Comparison to projected funding timeline

  2. Key Metrics

    • Number of investors
    • Average investment amount
    • Largest investment
    • Conversion rate (views to investments)

  3. Timeline Status

    • Days active
    • Days remaining
    • Projected completion date based on current momentum

Step 3: Analyze Investor Activity​

The Investor Activity section provides detailed information about investor behavior:

  1. Investor Pipeline

    • Number of views
    • Number of interested investors
    • Number of applications started
    • Number of applications completed
    • Number of investments funded

  2. Investor Demographics

    • Geographic distribution
    • Investor types (accredited, institutional, etc.)
    • New vs. returning platform investors
    • Investment size distribution

  3. Acquisition Channels

    • Direct traffic
    • Referral program
    • Marketing campaigns
    • Partner networks

Step 4: Monitor Investment Transactions​

The Transactions section shows detailed information about each investment:

  1. Recent Transactions

    • Date and time
    • Investor name/ID
    • Investment amount
    • Status (pending, completed, failed)

  2. Transaction Filters

    • Filter by date range
    • Filter by amount
    • Filter by status
    • Filter by investor type

  3. Transaction Details

    • Click on any transaction to view details
    • View associated documents
    • Check payment method and status
    • See investor communication history

Step 5: Review Investor Applications​

The Applications section allows you to monitor and manage investor interest:

  1. Application Status Overview

    • Number of pending applications
    • Number of approved applications
    • Number of rejected applications
    • Applications requiring additional information

  2. Application Management

    • Sort applications by date, amount, or status
    • Review individual applications
    • Approve or request more information
    • Set up automatic approvals based on criteria

Step 6: Analyze Performance Metrics​

The Analytics section provides deeper insights into your deal's performance:

  1. Trend Analysis

    • Daily/weekly/monthly investment volume
    • Cumulative funding graph
    • Investor acquisition rate
    • Conversion rate trends

  2. Comparison Metrics

    • Performance against projections
    • Comparison to similar deals on the platform
    • Benchmark against industry standards

  3. Custom Reports

    • Create custom date range reports
    • Select specific metrics to track
    • Export data for external analysis

Step 7: Set Up Alerts and Notifications​

Configure automated alerts to stay informed about important events:

  1. Click on "Notification Settings" in the deal dashboard

  2. Configure alerts for:

    • Large investments
    • Milestone achievements (25%, 50%, 75%, 100% funded)
    • New investor applications
    • Approaching deadlines
    • Unusual activity

  3. Select notification methods:

    • Email
    • SMS
    • In-platform notifications
    • Mobile app push notifications

  4. Set notification frequency:

    • Real-time
    • Daily digest
    • Weekly summary

Step 8: Generate and Export Reports​

Create comprehensive reports for your team and stakeholders:

  1. Navigate to the "Reports" section of the deal dashboard

  2. Select from pre-configured report templates:

    • Fundraising Summary
    • Investor Demographics
    • Transaction History
    • Projection Analysis

  3. Customize report parameters:

    • Date range
    • Metrics to include
    • Visualization preferences

  4. Export reports in multiple formats:

    • PDF
    • Excel
    • CSV
    • Direct API integration

Step 9: Communicate with Investors​

Use the platform's communication tools to engage with investors:

  1. Navigate to the "Investor Communications" section

  2. View:

    • Questions from potential investors
    • Updates you've sent to investors
    • Automated notifications sent by the system

  3. Create updates for investors:

    • Funding milestone announcements
    • Business progress updates
    • Responses to common questions
    • Timeline adjustments

  4. Schedule and send communications through the platform

Step 10: Adjust Your Strategy Based on Data​

Use the insights gained to optimize your fundraising strategy:

  1. Identify trends and patterns in the data
  2. Recognize successful acquisition channels
  3. Understand investor preferences and concerns
  4. Make data-driven decisions about:
    • Marketing efforts
    • Investor outreach
    • Deal terms adjustments (if permitted)
    • Timeline extensions (if needed and permitted)

Best Practices​

  • Check Daily: Review your deal dashboard at least once daily during active fundraising
  • Focus on Conversion: Pay special attention to conversion rates at each stage of the investor funnel
  • Respond Quickly: Address investor questions and applications promptly to maintain momentum
  • Track Trends: Monitor day-to-day changes to identify positive or negative trends early
  • Leverage Data: Use analytics to inform your external marketing and outreach efforts
  • Communicate Proactively: Keep investors informed about progress and milestones
  • Prepare for Success: Have a plan for reaching your funding target early
  • Plan for Contingencies: Also have strategies for slower-than-expected fundraising
  • Maintain Records: Export and save reports regularly for your permanent records
  • Respect Privacy: Always adhere to data privacy regulations when handling investor information

Troubleshooting​

Common Issues​

  1. Discrepancies in Funding Amounts

    • Solution: Check the "Transactions" tab for pending or failed transactions
    • Solution: Verify if any investments are being held in escrow pending verification

  2. Unexpected Drop in Investor Interest

    • Solution: Review analytics for changes in traffic sources or conversion rates
    • Solution: Check for external factors (market news, competitor activities)

  3. Investor Application Bottlenecks

    • Solution: Review the application workflow for common sticking points
    • Solution: Consider adjusting approval criteria or adding staff to review applications

  4. Dashboard Not Updating

    • Solution: Check your internet connection and refresh the page
    • Solution: Clear your browser cache or try a different browser
    • Solution: Contact platform support if the issue persists

  5. Export Functionality Issues

    • Solution: Try a different export format
    • Solution: Reduce the date range or amount of data in the report
    • Solution: Check your device's storage space

Getting Help​

If you encounter any issues while monitoring your deal's fundraising status:

  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:
    • "Deal Monitoring" for general dashboard questions
    • "Analytics" for data analysis assistance
    • "Investor Relations" for communication guidance
  3. Provide specific details about your issue, including your deal ID
  4. Submit your support request
  5. Support staff will respond through the platform's notification system