Get started with using addy to raise capital for your project, following our simple onboarding process to get started asap!
Hey there, welcome to addy!
In order to raise capital on the addy platform, you'll need to get onboarded to the software, prepare your issuance, and submit everything for approval by addy to be published. This article will walk you through the entire onboarding process that we'll cover with you in order to get your issuance live.
We're going to cover the onboarding process together over a series of weekly calls to ensure you are on track and assist along the way. These setup steps are going to be broken down by weekly call agenda to ensure you are prepared for each weekly update and addy can review your progress. Please feel free to refer back to this schedule as we progress through the onboarding process.
In order to proceed with these weekly calls, please ensure that you account is in good standing and your licensing invoice is paid.
Week 1
Attendees:
Issuer representative(s), addy Implementation Manager, addy Real Estate Team, Exempt Market Dealer (EMD)
To-do prior to the call:
Book an addy Business onboarding session to get familiar with your addy Business account - your hub to raising capital on addy.
Call agenda:
- Introduction to the teams
- Issuer overview of real estate deal/investor deck presentation
- Overview of deal structure and exemption being used
- Timeline of launch process
- Dealer overview of next steps
- Letter of attestation
- Overview of subscription agreement
- Connect bank account to addyBusiness
Week 2
Attendees:
Issuer representative(s), addy Implementation Manager, addy Real Estate Team, addy Marketing Team, Exempt Market Dealer (EMD)
To-do prior to the call:
- Due diligence documents are uploaded to your addy Business account
Call agenda:
- Review addy Business account setup and files
- Provide feedback on any incomplete steps
- Marketing plan kickoff
- Video production
- Material gathering plan overview
- Video plan overview
- Photography and other marketing materials
- Mini-prop reference images
- Select launch date
- Launch event
- Video production
- Deep dive review into real estate analysis
- Questions from the addy real estate team regarding your issuance
- Questions may be sent via email
- Introduction to Discord
Week 3
Attendees:
Issuer representative(s), addy Implementation Manager, addy Real Estate Team, Exempt Market Dealer (EMD)
Call agenda:
- Marketing campaign
- Review launch day assets
- Final review of all marketing efforts and videos
- Document review and sign off. Offering Document and Subscription Agreements
- No changes beyond this point (Service fee may apply to additional changes)
Week 4
Attendees:
Issuer representative(s), addy Implementation Manager, addy Real Estate Team, addy Marketing Team, addy Marketing Team, Exempt Market Dealer (EMD)
Call agenda:
- Pre-launch checklist
- Discord channel welcome and post disclaimer
Week 5 (or Post-Launch)
Attendees:
Issuer representative(s), addy Implementation Manager, Exempt Market Dealer (EMD), addy Portfolio Manager
To-do prior to the call:
- Launch the property!
Call agenda:
- Introduction to addy Portfolio Manager
- Reminder of signed operating agreement
- What went well?
- What didn't go well?
- Review closing process and schedule
- Set new optional meeting cadence (bi-weekly during funding is recommended)