Offer Page. User perspective. #
- The Offer page is accessible to authenticated users via the Explore item in the header menu.
- The “Invest Now” section on the Offer page showcases deals available for investment.
- Clicking on an offer card redirects the user to the corresponding offer details page.
- The Invest now button is visible only to authenticated users. For those not authenticated, a Sign In before Invest button is displayed; clicking this button opens a login form, and upon login, the user is redirected back to the offer page.
- The Invest now button is visible only to users who started KYC process and have pending or verified status. For those not verified, a Pass KYC before Invest button is displayed; clicking this button initiates KYC flow from the current status stage.
- The Invest now button initiates the investment process.
Published Offer Details Page #
- The Offer details page includes the following information:
- Offer name
- Thumbnail
- Location - city + state code
- Share Price
- Minimum investment
- Pre-Money valuation
- Security type
- website if provided
- Offer page tabs:
- Description - provides a detailed offer description
- Highlights - core features list, financial statements
- Financial Documents - contains public documents, offer updates, and financial statements. To access this tab, user authentication is required.
- Ask the Question - allows users to inquire about any aspect of the offer.
Also there is subcription bar displayed on offer page, which is updated in real time.
100% Subscribed Offer Details Page #
- The “Invest Now” button is removed.
- There is no option to initiate the investment process for this offer.
- All details remain accessible as they are on the just published page.
- Subcription bar shows 100%
Note: the same logic for offers in 100% subscribed Published and Legally closed statuses.
Successfully Closed Offer Case #
- Subscription bar is hidden. It is replaced with label “FUNDED”
- The offer is removed from the ‘Invest now’ list.
- The offer is then displayed in the ‘Closed Deals’ section.
- Non-authenticated users are prompted to log in when attempting to access a closed offer’s details page. Financial Documents tabs are hidden for users who did not invest in this offer.
- Investors who have contributed to a closed offer can still access its details page from their investment details or via a direct link.
Unsuccessfully Closed Deal Case #
- The offer is removed from the ‘Invest now’ list.
- Any attempt to access an unsuccessfully closed offer offering results in a
404error for:- Users who did not invest.
- Users who did invest.
- Non-authenticated users.
- Investments associated with that offer are removed from the user’s Portfolio and are no longer accessible.