Business Opportunities Wizard

Launching


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Launching:

  • Click the Add Business Opportunity Button to launch the wizard

Selecting Your Opportunity


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Select your opportunity:

  • You can add multiple opportunities if you have them
  • Select the pertinent category for your opportunity
  • Request Product/Service, Offer Product/Service, Request Partner, and Offer Partnering all follow these steps
  • Request Investor follows these steps
  • Offer Investment follows these steps

Adding Request Product/Service, Offer Product/Service, Request Partner, and Offer Partnering


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Add your type of Product/Service:

  • Click on the drop down menu that says “Select One”
  • You can use the search box to search by keyword
  • You can also scroll through the list and select the appropriate type

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Add your description:

Adding Request Investor


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Request Investor:

  • Select the type of Product/Service and enter the description
    • detailed instructions here
  • Select financing stage
  • select Deal Size
  • You can now click Save to add this Opportunity
  • If you have another Opportunity to add you can click Save & Add New to save this opportunity and start a new one

Adding Offer Investment


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Request Investor:

  • Select the type of Product/Service and enter the description
    • detailed instructions here
  • Select financing stage
  • Select desired ROI
  • Select Deal Size
  • You can now click Save to add this Opportunity
  • If you have another Opportunity to add you can click Save & Add New to save this opportunity and start a new one

Modifying Opportunities


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Modifying Business Opportunities:

  • If you need to add another opportunity after you initially exit the wizard you can simply relaunch it with the Add Business Opportunity Button
  • If you need to modify an existing opportunity, select Edit opportunity by the corresponding opportunity
  • If you need to delete and opportunity, select Delete opportunity by the corresponding opportunity