Security Campaign Builder - 15 - Campaign Details - Offering Info - Debt


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Security Campaign Builder - 15 - Campaign Details - Offering Info - Debt


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Offering Info – This section of the Campaign Builder outlines the terms of the securities being offered and will be customized depending on the type of security you’ve selected when building your campaign (ie: Equity, Debt, Revenue Sharing, Convertible Note, Future Equity)

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Investment Rounds – Previous Rounds – List any rounds of fundraising you’ve conducted previously where you’ve sold securities. You can add multiple funding rounds by clicking “Add One More.”

Date – The date the securities were sold or closing date

Amount – The dollar amount sold in the offering. If an amount was offered that was greater than the amount of securities sold, report only the amount sold.

Round – The label of the previous funding round (ie; Seed, Series A, Series B etc.)

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Current investment round – The label for the present funding round (ie; Seed, Series A, Series B etc.)

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Terms of Securities (Debt) –

% Interest Rate – This is the annualized return percentage pledged to owners of the securities you are offering to investors.

Term - This is the period of time over which interest payments will be made on the securities. Typically, at the end of the term, any principal that has not yet been repaid to investors will be due.

Payments Frequency – The interval at which payments will be made to investors. Some typical payment frequencies, such as monthly, quarterly, semiannually are listed. If your offering requires more customized payment terms, select the choice “other” to open an input box that will allow you to describe the terms.

Voting Rights – If the securities being offered have voting rights attached to them or could, describe those rights here in detail.

This tutorial continues for the next section of the campaign builder here.