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 pedning 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 404 error 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.

Explore page #

• Explore page contains 2 section: Invest now and Closed deals section
• Invest now section shows offers in Published status. Offers are ordered by % of subcription - most subscribed first, but 100% subscribed and no availbale for more investing are placed at the end of the list.
• Closed deals section shows offers in Legally Closed and Successfully closed statuses. Offers are ordered by closing date.
• Offer Card in Invest now block shows the following offer’s properties:
  • offer name
  • thumbnail
  • short description
  • Invest now button
  • Min investment
  • Pre-money valuation
• Offer Card in Invest now block shows the following offer’s properties:
  • offer name
  • thumbnail
  • short description
  • Funded label
• Invest now block shows cards - 3 in a row, 6 by 6 are loaded by Load more offerings label.
• Closed Deals block shows card in a carousel, 3 by 3. Slided automatically each 7 sec.
• Invest now block can have offer card with the labels:
  • new - less than 1 day passed since publication date
  • closing soon - subcription is more than 85%