Full Transparency
Dashboards keep track of exactly where investors are in the closing process, and automatic communications keeps them informed too.
“The ability to manage hundreds of LPs and multiple deals in parallel with one dashboard is extremely empowering. It beats using other platforms which are painfully manual and require customer support every step of the way.”
Dave Lu
Founder at Hyphen Capital
Full Transparency
Dashboards keep track of exactly where investors are in the closing process, and automatic communications keeps them informed too.
“The ability to manage hundreds of LPs and multiple deals in parallel with one dashboard is extremely empowering. It beats using other platforms which are painfully manual and require customer support every step of the way.”
Dave Lu
Founder at Hyphen Capital
Full Transparency
Dashboards keep track of exactly where investors are in the closing process, and automatic communications keeps them informed too.
“The ability to manage hundreds of LPs and multiple deals in parallel with one dashboard is extremely empowering. It beats using other platforms which are painfully manual and require customer support every step of the way.”
Dave Lu
Founder at Hyphen Capital
Full Transparency
Dashboards keep track of exactly where investors are in the closing process, and automatic communications keeps them informed too.
“The ability to manage hundreds of LPs and multiple deals in parallel with one dashboard is extremely empowering. It beats using other platforms which are painfully manual and require customer support every step of the way.”
Dave Lu
Founder at Hyphen Capital
Add a New Company
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dropbox.com
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Add a New Company
Set up your Dataroom
Add Investors
Enter Company URL to get started
Here's what we found
Select investors to add to this opportunity
We’ll try to automatically import your company from our database
You'll have another chance to update any incorrect fields
Investors will receive the update set up in the previous step
dropbox.com
Dropbox
Dropbox is a modern workspace designed to reduce busywork-so you can focus on the things that matter. Sign in and put your creative energy to work.
Legal Name
Dropbox Inc.
Total Funding Amount
$10,000,000
Industry
Internet Software & Services
Est. Annual Revenue
$100M-$250M
Number of Employees
51-250
Investor Memo
Pitch Deck.pdf
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Browse
Financial Documents
report.xml
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Browse
Other FIles
Presentation.ppt
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Legal Documents
contract.doc
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Investor Name
Firm
Email
Mary Brady
Angel Investor
mary.m@icloud.com
Jane Cooper
Fantastic Ventures
jane.c@fv.com
Esther Howard
Angel Investor
estherh@gmail.com
Cody Fisher
LGT
cody.f@lgt.com
Jenny Wilson
Ling Capital
jenny_w@lingc.com
Wade Warren
Princeville Global
wwade@prncvl.com
Continue
Import
Submit
How it works

Streamline the investment process

Set up an opportunity
Collect inteterst
LPs sign and wire
Reporting
Set up an opportunity
Quickly share round details and key intel with your LP network through the Canopy fundraising prospectus.
Collect inteterst
Easily inventory the level of interest from your LPs in one dashboard and monitor your funding progress to completion.
LPs sign and wire
Sit back as your LPs sign and wire
Canopy handles the administrative work of collecting e-signatures and funding from participating LPs.
Reporting
Analyze your portfolio's performance from Canopy’s proprietary dashboards and share updates with your LPs at any time.
How it works

Streamline the investment process

Set up an opportunity
Quickly share round details and key intel with your LP network through the Canopy fundraising prospectus.
Collect inteterst
Easily inventory the level of interest from your LPs in one dashboard and monitor your funding progress to completion.
LPs sign and wire
Sit back as your LPs sign and wire
Canopy handles the administrative work of collecting e-signatures and funding from participating LPs.
Reporting
Analyze your portfolio's performance from Canopy’s proprietary dashboards and share updates with your LPs at any time.
Add a New Company
Set up your Dataroom
Add Investors
Enter Company URL to get started
Here's what we found
Select investors to add to this opportunity
We’ll try to automatically import your company from our database
You'll have another chance to update any incorrect fields
Investors will receive the update set up in the previous step
dropbox.com
Dropbox
Dropbox is a modern workspace designed to reduce busywork-so you can focus on the things that matter. Sign in and put your creative energy to work.
Legal Name
Dropbox Inc.
Total Funding Amount
$10,000,000
Industry
Internet Software & Services
Est. Annual Revenue
$100M-$250M
Number of Employees
51-250
Investor Memo
Pitch Deck.pdf
Remove
Browse
Financial Documents
report.xml
Remove
Browse
Other FIles
Presentation.ppt
Remove
Browse
Legal Documents
contract.doc
Remove
Browse
Investor Name
Firm
Email
Mary Brady
Angel Investor
mary.m@icloud.com
Jane Cooper
Fantastic Ventures
jane.c@fv.com
Esther Howard
Angel Investor
estherh@gmail.com
Cody Fisher
LGT
cody.f@lgt.com
Jenny Wilson
Ling Capital
jenny_w@lingc.com
Wade Warren
Princeville Global
wwade@prncvl.com
Continue
Import
Submit
How it works

Streamline the investment process

Set up an opportunity
Quickly share round details and key intel with your LP network through the Canopy fundraising prospectus.
Collect inteterst
Easily inventory the level of interest from your LPs in one dashboard and monitor your funding progress to completion.
LPs sign and wire
Sit back as your LPs sign and wire
Canopy handles the administrative work of collecting e-signatures and funding from participating LPs.
Reporting
Analyze your portfolio's performance from Canopy’s proprietary dashboards and share updates with your LPs at any time.

What’s a Rich Text element?

Effective Date: September 1, 2020

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

How to customize formatting for each rich text

How to customize formatting for each rich text
How to customize formatting for each rich text
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Onboarding features
LP Services
Deal services
Post-close services
Onboarding features
Entity formation
Option to bring in your own exsisting managment entity
Banking
Banking services are provided by First Republic Bank, a Member FDIC, or another banking partner.
Dedicated customer sucess support to answer questions
LP Services
Fully electronic LP onboarding process
In-app closing process with e-signing and 1-click funding
Chat support for quick guidance
Dedicated investor portal with portfolio insights
Deal services
Shareable deal page
Deal progress tracker
KYC/AML verfications
End-to-end SPV creation and management
Legal document templates
Auto-calculate investor’s management & carry fees
Transparently manage the subscription process with LPs
Post-close services
Investment documents digitally stored
Electronic ledger to track LP commitments, contributed capital, and distributions
Provide templated in-app announcments and email notifications to update LPs
K-1 filings
Tax return preparation and filing services are provided by a third party service provider
GAAP accounting reports