Enhancements to the online application form introduce an Expression of Interest (EOI) offer status and a secure Data Room for managing additional documents and controlled investor access.
Offer Setup
During the Offer Setup process, you’ll configure both the Expression of Interest settings and the Data Room for your offer.
Expression of Interest (EOI)
When an offer is in the Expression of Interest state, prospective investors can view the offer landing page and express interest in the offer but cannot yet access the application form or offer documents.
What you can configure:
Closing Date and Time + Timezone
This is displayed on the offer landing page, giving prospective investors a clear deadline for submitting their expression of interest.
What investors can access in this state:
The offer landing page only with expression of interest form.
No access to the application form, offer documents or additional expression of interest documents.
Data Room
The Data Room provides secure, controlled access to offer documents and any additional materials required.
Enable the Data Room
Turn on the Data Room to require applicants to log in before accessing:
Offer documents
Documents uploaded to the Data Room
The application form (when the offer is open)
Visibility Settings
Choose when the Data Room becomes available. Options are:
Opening Soon and Open
Open only
Data Room Documents
Upload additional documents that will be visible to investors within the Data Room.
Access Request Option
Allow applicants who are not already registered to request access via the offer landing page.
Data Room Invitation Email
Enter custom text that will be included in the invitation email sent to contacts registered for access.
A secure link to the Data Room is automatically included.
Managing the Marketing Contact List
From the offer detail page, select the Marketing List tab to manage your prospective investor list.
Adding Contacts
Select Add to marketing list to:
Add a contact manually
Import contacts from a spreadsheet
A downloadable template is provided
Import options:
Import and append
Import and replace
Option to mark all imported contacts as registered for Data Room access
Contact Statuses
Each contact displays a Data Room access status:
| Status | Meaning |
|---|---|
| Unregistered | Contact added manually or by import. Cannot access the Data Room |
| Requested | Access has been requested via the data room or EOI landing page, but not yet granted |
| Registered | Has access but has not been emailed |
| Invited | Registered and has been sent an invitation email |
| Accessed | Has logged in and accessed the Data Room |
Actions Menu
Use the Actions dropdown to perform bulk operations:
Register unregistered contacts to grant Data Room access
Send invitation email (available only when the Data Room is open)
Registers the contact (if required)
Sends a Data Room access email
Copies of all messages appear in the Communication Centre
Send a custom email via the issuer message form
Remove selected contacts from the marketing list
Export all contacts to XLS
All marketing list email communications will appear in the
Marketing communications table below the Marketing list table
Issuer communications centre
Typical Offer Flow
Set up the offer, including EOI settings and Data Room configuration.
Curate the marketing list by adding, registering, or importing contacts.
When ready, change the offer status to open the Data Room (per your visibility settings).
Use Send invitation email to invite selected contacts.
Eligible investors receive a secure link to the offer landing page, where they can log in to access the Data Room.Inside the Data Room, investors must:
Agree to the offer’s terms and conditions
Download offer documents and any additional data room related documents
Once the offer status is Open, investors can complete the application form.
If the Data Room is visible during Opening Soon, investors can download documents but cannot begin the application form until the offer is set to Open.