Participation - New Offering

Learn step-by-step how to create and post a new offering on Capstack Marketplace, including filling out public and private information, uploading documents, and managing participation requests.

23 Dec 2024 By Ori Berelovich

Let's get started

In this tutorial, we will demonstrate how to upload a new offering and post it on Capstack Marketplace. First, go to Participations and click on New Offering.

Step #2: Click on "New offering" — Click on "New offering"

You will be redirected to a new page. in this process, you will provide all the necessary data for the offering to be tradable on the Capstack marketplace. this includes entering both public and private information about the offering and supporting documents.

Once you have entered all the public information, click "Next" to proceed to the private information.

Step #4: Click on "Next" — Click on "Next"

The data under private information is more sensitive data such as property address and business details, this data will be revealed to buyers only after their access requests are approved by you.

Step #5: Click on "Provide information regarding the loan and the b" — Click on "Provide information regarding the loan and the b"

Once we finish populating the private information about the offering we will proceed to the supporting documents section.

Step #6: Click on "Next" — Click on "Next"

Uploading the supporting documents is optional and can be done later. The supporting documents are important information for the buyers to perform their due diligence process.

To upload the documents, you need to choose a category and document type. once you chose the category, select/ drag and drop all the files that are related to your selection.

Step #7: Select documents category — Select documents category

On the final page, you will see a summary of all the data you entered when uploading this participation.

Step #8: Click on "Select document category" — Click on "Select document category"

Step #9: Click on "Borrower financials" — Click on "Borrower financials"

Step #10: Click on "Document type" — Click on "Document type"

Step #11: Click on "tax returns" — Click on "tax returns"

Once we are finished with uploading the files we press on next. additional file uploads will be available after the offering creation, we also support modifications and changes in a later stage of the process if any mistakes occur.

Step #14: Click on "Next" — Click on "Next"

The last stage is Summary. here all you'll be able to see all the populated data we collected during the new offering process.
This is the data the buyers will see, and you can modify it if there are any mistakes. Click on Finish, and you will successfully create a new offering.

Step #15: Click on "Finish" — Click on "Finish"

Step #16: Click on "Great" — Click on "Great"

Our offering now includes complete loan information.

Step #18: To view the Documents Click on the "Documents" tab — To view the Documents Click on the "Documents" tab

Step #20: Click on "Requests" — Click on "Requests"

Step #22: Click on "Q & A" — Click on "Q & A"

We can view public questions about the offering, the participation we uploaded, and the direct chat with all potential participants involved in the participation we uploaded.

Step #24: Click on "Direct chat" — Click on "Direct chat"

We can view all the private messages, interested buyers sent me regarding this offering.