There are three navigation areas. The top nav bar, in dark blue, provides access to infrequently used information, such as your user profile, support tickets, FAQs, overview of how CapRaize works, terms of service, privacy policy, and logout button.

The secondary nav bar, next to the CapRaize logo, provides you with quick access to your dashboard, list of companies for which you are raising capital, and activity log.

The left nav bar, under 'My Account,' provides you links to your dashboard, capital raise information, list of your companies, account information, user profile, legal documents, investors calls, funds transferred to your account, messages, activity log, support tickets, and logout button.

Your dashboard may be accessed from the nav bars or here: Dashboard and provides an overview of activity on your company's capital raise. Its four major sections are: Items Needing Attention, Capital Raise Information, Sales Team Outreach, and CapRaize Clicks.

Items Needing Attention details any investor call requests that are pending your response, and any documents requiring your signature.

Capital Raise Informations details the number of investors who have invested and the total funds raised.

Sales Team Outreach is where you can monitor the activity of the sales team working on your capital raise. Visually represented as a funnel, you can see the status of the sales campaign. Investor segments that have been contacted are depicted in a pie chart.

CapRaize Clicks shows the number of individuals who clicked on your offering on the CapRaize platform.

Information on your capital raise subscriptions may be accessed from the left nav bar or here: Capital Raise Information and provides an overview of investors interested in your company's capital raise. Here, you can find the name of the investor; contact person; dates of when the deck was sent, when the PPM was sent, when the management call was scheduled, when the NDA was signed, and when the subscription agreement was signed; and, the amount of the subscription.

Information on your companies may be accessed from the nav bars or here: My Companies. Here, you can update your company information, manage your administrators, and manage your offerings.

Under 'Company Info' is where you would update address, phone number, state and date of incorporation/formation, SIC codes, social media links, tag link, logo, and logo colors.

On this page, you can navigate to step 2 'Company Owners' at the top. You may add additional owners and edit the information for existing owners, which includes first and last names, ownership percentage, and email address.

On this page, you can navigate to step 3 'Manage Administrators' at the top. You may add additional administrators, inactivate existing administrators, and edit the information for existing administrators, which includes first and last names, phone number, email address, and if they may participate in investor calls.

On this page, you can navigate to step 4 'Manage Offerings' at the top. You may add a new offering and edit the information for existing offerings, which includes a description, if it is debt or equity, the type of security (e.g., convertible note, SAFE note, tiered note (SWIFT), units, common stock shares, preferred equity, tiered preferred equity (SWIFT), and warrants), the end date, share price (if applicable), maximum amount to be raised, minimum amount to be raised without returning funds to investors, minimum individual investor amount, applicable exemption from registration (e.g., Reg D 506b, Reg D 506(c), Reg CF, Reg A, Reg AA, or instrastate), and investor accreditation restrictions (e.g., accreditor investors or qualified purchasers only).

Accounting information may be accessed from the left nav bar or here: Account Information. Here, you can find and pay any outstanding invoices (e.g., onboarding fees, investment banking fees, approved expenses, etc.). You may also add and edit your bank information where raised funds should be deposited.

Your personal information may be accessed from the nav bars or here: Profile. Here, you can update your email address, phone numbers, and how you choose to receive alerts (email and/or text). For individuals owning 20% or more of the company, industry regulations mandate a 'bad actor' investigation. Owners meeting this criteria may authorize a background check and provide the related information, including date of birth, social security number, email address, address, gender, and ethnicity.

Your legal agreements may be accessed from the left nav or here: Execution Documents. On this page, there are four sections: 'Pending Investor Signature,' 'Pending Founder Signature,' 'Pending CapRaize Review,' and 'Executed Documents.' You may monitor the status of your documents, and view/download the agreements.

Your calendar of scheduled investor calls may be accessed from the left nav bar or here: Investor Calls. It functions like most online calendars, where you click on the arrows to view future or past months.

Your schedule of transferred funds may be accessed from the left nav bar or here: Funds Transferred.

Your activity log may be accessed from the nav bars or here: Activity Log.

Your support tickets may be accessed from the nav bars or here: Support. From here, you can view prior support requests and open a new request.

On all the pages discussed in this Finding Information section, system notifications may be found in the left side, immediately below the left nav bar in the 'My Account' section.

Click on 'Companies' on the nav bar next to the CapRaize logo. Find the 'Add a Company' section at the top, and start typing the name of your company. A list of matching companies will appear as you are typing. (You may need to wait a few seconds.) Click on your company. If for some reason your company isn't in our corporate issuer table, you may enter it here. Use the full legal name, e.g., ABC Widgets, Inc.

After you have created your company, it will appear in your 'My Companies' section. From here, you can edit your Company Info, manage your Administrators, and manage your Offering(s). Click on 'Offering(s). If you've already created prior offerings, they will be listed in the 'Active Offerings' section. If not, scroll down to 'Add an Offering' and enter the details. If your offering is exempt from registration, which is likely is, then check the appropriate box denoting your exemption. You can limit investors by checking the accredited investor and/or qualified purchaser boxes.

Your offering will now be listed in the 'Active Offerings' section. If something needs to be changed, click the 'Edit Offering Details' link.

Once the details of your offering are finalized, you can begin creating your CapRaize profile. This is what investors will see on CapRaize.

Click on 'Companies' on the nav bar next to the CapRaize logo or 'My Companies' on the left nav bar. Find your company, and click the 'Offering(s)' link. In the 'Active Offerings' section, click on 'See CapRaize Profile." This will bring you to a What You See Is What You Get (WYSIWYG) view of your offering details, designed so you can visualize exactly what investors will see.

You will notice a number of tabs across the top for Highlights, Overview, etc. At the end of these is a blue button that says 'Log In for More Options.' DO NOT CLICK THIS BUTTON. You are already logged in, or you wouldn't be seeing this page. This is a login button that investors will see when viewing CapRaize offerings if they haven't already logged in, as this is a WYSIWYG view.

You will notice a number of tabs across the top for Highlights, Overview, Timeline, etc. A few are mandatory, but many are optional. They are listed right below the tabs, in a row labeled, 'Optional Tabs.' Simply uncheck any tab you

Most of the sections are straightfoward, but if you're looking for ideas, try looking at what other companies have done by clicking on one of the current offerings on CapRaize.

The Highlights tab is the first page a potential investor will see, and provides a very high level summary of your company (Company Highlights), the offering terms (Fundraise Highlights), and Use of Proceeds. The goal is to engage potential investors.

In the Company Highlights section, you have a place to provide some context as to your company's unique value proposition. This is the first information potential investors will see about your offering, so you'll want to capture their attention and give them a reason to want to learn more about an investment opportunity with you./p>

You don't need to describe your team, products or services offered, or company history here, as there are other tabs for that, although you certainly may if you want. The goal is to engage potential investors.

The Fundraise Highlights section of the Highlights tab provides a high level description of the terms of your offering, without all the legalese, which will be in the Terms tab. Here's an example of what you might enter:

• 15% 36-Month Convertible Note
• 20% conversion discount
• $5,000,000 valuation cap
• $2,000,000 target
• $3,000,000 maximum
• $350,000 minimum
• Regulation D 506(c)

Based upon your initial provided when adding the offering, e.g., the amount, the type of security, end date, etc., the term sheet has been automatically set up for you, but some details are incomplete and require review.

Click the Term Sheet tab of your offering details. You can review the terms as a potential investor will see them, and can make updates by clicking the 'Edit' button.

Before you start adding any new terms at the top of the blue term sheet section, review the entire page and make any edits, as necessary. To edit the value of any term, click the 'Edit' button next to it. If, for some reason, a term does not apply to your offering, it may be deleted by clicking the 'Delete' button next to it.

If you need to add a term, enter it at the top of the blue term sheet section. From the dropdown menus, select the category, sort sequence, and term. Enter the value/description of the term, and click 'Submit.' Sort sequences may not be duplicated, so in the existing terms, find the last sort number in the desired category and select the next one for your added term.

When you're finished, click the 'Return to Preview Mode' button in the top of the callout box on the left.

To add a term to your term sheet that isn't in the dropdown list, open a support ticket.

click the 'Edit' button and you will be brought to a new page with a full word processing editor. You can format your content, include numbered and bulleted lists, include links to other pages, and more.

When you have completed your edits, it is critial that you click the 'Update' button at the bottom of the data entry window. In some cases, if you are adding a new item (e.g., an additional team member), you will see a 'Submit' button instead of an 'Update' button.

On each page, on the left side, you will see a callout box with hints. The top item of this callout box says 'Return to Preview Mode.' Click this button to return to the preview mode.

The Use of Proceeds for your offering is located in the Highlights tab. Scroll down to 'Use of Proceeds' and click the 'Edit' button.

For each use, you can click its individual 'Edit' button to change the use label and percentage. If you have too many, you may use the 'Delete' button to remove the extra lines. If you need additional lines, add the new records at the bottom of the list and click the 'Submit' button. When you're finished, click the 'Return to Preview Mode' button in the top of the callout box on the left.

The Highlights tab is designed to grab the attention of potential investors and make them want to learn more. Keep it high-level, yet interesting. In the Overview tab, you have a full page to enter more details about why there is a need for your service or product, and how you solve for that need. Click the 'Edit' button to get to the editor, and don't forget to click 'Update' at the bottom to save your work. When you're finished, click the 'Return to Preview Mode' button in the top of the callout box on the left.

The Timeline tab is an optional tab you may use if you want to showcase majore milestones in your company's history. If the checkbox is off, check it on and click the 'Update' button in the 'Optional Tabs' line (right below the tabs).

Click the 'Timeline' tab at the top. Any information you may have already provided is there, and it can be edited by clicking the 'Edit' button.

For each milestone, enter a date (only month and year display, so it doesn't have to be precise if you don't know), an a description of the event. Scroll down to the bottom and click the 'Submit' button to save your work. When you're finished, click the 'Return to Preview Mode' button in the top of the callout box on the left.

The 'Products and Services' tabbed section has two parts. The top section, labeled 'Products and Services,' allows you to enter a narrative description and upload a video, if you choose. Click the 'Edit' button next to the section heading 'Products and Services.' If you have a video, provide the link (e.g., to Vimeo) and upload an image file from your local computer by clicking the 'Browse' button. You may enter a brief overview of the video to the left in the 'Video Overview' editor. Scroll down to the editor labeled 'Products and Services' and use the editor to enter as much information about what you sell as you want, within reason. Remaining characters are shown at the bottom of the editor window. Scroll down and click 'Update' to save your work.

The second section is the 'Gallery' of images you choose to upload. These may be photos of products you sell, screenshots of your applications, happy customers in your store, etc. Simply click the 'Edit' button next to the word 'Gallery' and start adding images. For each image, select the sort sequence to control the display, click 'Browse' to select the image from your local computer, then click 'Submit' to add it.

When you're finished, click the 'Return to Preview Mode' button in the top of the callout box on the left.

In your offering details, click the 'Team' tab. The Team tab has three sections — Team Summary, Founders, and Team & Advisors. In the Team Summary, you may want to add a narrative, such as how long team members have worked together, prior collaborations, etc.

The individual who created the offering will already be listed, and details may be added by clicking the 'Edit' button next to 'Founders.' From the Founders editing page, you may click on the names of existing founders to edits their details. or scroll down to 'Add Founder' to add a new individual. If you add a new founder, click the 'Submit' button to save your work.

When you're finished, click the 'Return to Preview Mode' button in the top of the callout box on the left.

In your offering details, click the 'Team' tab. The Team tab has three sections — Team Summary, Founders, and Team & Advisors.

Scroll down to the 'Team & Advisors' section and click the 'Edit' button next to 'Team & Advisors.' From the Team editing page, scroll down to the 'Team & Advisors' section. You may click on the names of existing founders to edits their details. In the 'Add Individual' section, when adding a new individual, the sort sequence, full name, and category are mandatory fields. Categories include Advisory Board, Board of Directors, Key Team Members, and Notable Investors. Click the 'Submit' button at the button to save your work.

When you're finished, scroll back up to the top and click the 'Return to Preview Mode' button in the top of the callout box on the left.

Some companies choose to share their financials, while others do not. For a Reg CF offering, financial information must be filed with the SEC, so it's already public. If you're offering is claiming an exemption from registration under Reg D, Reg A, Reg A II, or is an intrastate offering, there is no requirement to make your financials public.

If you prefer to not make this information public, considering entering a comment indicating that financial statements will be made available to interested investors who sign an NDA, or whatever your criteria may be.

Some companies choose to enter financial projections here, but that is also not required by any regulation.

In your offering details, click the 'Media' tab, then click the 'Edit' button. In the data entry screen entitled 'Media Mentions,' you can enter the article title, date, and URL. If you want the news outlet's logo to display, you may upload it by clicking the 'Browse' button. Each entry must have a unique sort sequence, allowing you to prioritize the order in which potential investors see the articles. Click the 'Add' button to add your article.

When you're finished, scroll back up to the top and click the 'Return to Preview Mode' button in the top of the callout box on the left.

In your offering details, click the 'Featured Articles' tab, then click the 'Edit' button. In the data entry screen entitled 'Articles Published by Founders and Key Personnel,' you can enter the article title, author, URL, and date. If you want the news outlet's logo to display, you may upload it by clicking the 'Browse' button. Click the 'Add' button to add your article.

When you're finished, scroll back up to the top and click the 'Return to Preview Mode' button in the top of the callout box on the left.

In your offering details, click the 'Conference Speaker' tab, then click the 'Edit' button. In the data entry screen entitled 'Conference Speaking Engagements,' you can enter the conference title, speaker, URL, and date. If you want the conference sponsor's logo to display, you may upload it by clicking the 'Browse' button. Click the 'Add' button to add your conference engagement.

When you're finished, scroll back up to the top and click the 'Return to Preview Mode' button in the top of the callout box on the left.

In your offering details, click the 'Testimonials' tab, then click the 'Edit' button. In the data entry screen entitled 'Customer Testimonials,' you can enter the testimonial content, customer name, and customer title. If you want the customer's photo to display, you may upload it by clicking the 'Browse' button. Please get permission from the customer before using his or her full name or photo. Alternatively, you can use the customer's initials. Click the 'Add' button to add your testimonial.

When you're finished, scroll back up to the top and click the 'Return to Preview Mode' button in the top of the callout box on the left.

In your offering details, click the 'Key Customers' tab, then click the 'Edit' button. In the data entry screen you can add a customer logo by clicking the 'Browse' button, uploading the logo, then clicking 'Submit' to save it.

When you're finished, scroll back up to the top and click the 'Return to Preview Mode' button in the top of the callout box on the left.

In your offering details, click the 'Prior Rounds' tab, then click the 'Edit' button. In the data entry screen, add the closing date, round name, round size, and security type. You may optionally include a pre-round valuation and valuation cap. Then, click 'Submit' to save it.

When you're finished, scroll back up to the top and click the 'Return to Preview Mode' button in the top of the callout box on the left.

In your offering details, click the 'Case Studies' tab, then click the 'Edit' button. In the data entry screen, select the sort sequence, add the title, and copy and paste your case study into the large box with the word processing header. You may optionally upload your customer's logo by click the 'Browse' button and selecting the logo file from your local computer. Scroll down and click 'Submit' to save your work.

If you have case studies in a PDF format you'd prefer to you, you can list them here with a link to your website, or consider uploading them into the Data Room tabbed section.

When you're finished, scroll back up to the top and click the 'Return to Preview Mode' button in the top of the callout box on the left.

In your offering details, click the 'Market Landscape' tab, then click the 'Edit' button. In the data entry screen, you can enter information about your specific industry, upcoming regulatory changes that may impact your company, or whatever similar information potential investors may found useful in evaluating your company and your offering. Scroll down and click 'Update' to save your work.

Remember, this is a full editor, so in addition to formatting text, you can insert tables, line breaks, images, and URL links too.

When you're finished, scroll back up to the top and click the 'Return to Preview Mode' button in the top of the callout box on the left.

These tabs contain standard disclosures covering all types of private placements. To enter risks specific to your industry, company, product, or service, use the Specific Risks tab.

In your offering details, click the 'Specific Risks' tab, then click the 'Edit' button. In the data entry screen, you can enter risks specific to your offering, company, products and services, or industry. Scroll down and click 'Update' to save your work.

Remember, this is a full editor, so in addition to formatting text, you can insert tables, line breaks, images, and URL links too.

When you're finished, scroll back up to the top and click the 'Return to Preview Mode' button in the top of the callout box on the left.

If this tab isn't showing, ensure it's checked in the Optional Tabs link right below all the rabs, and click the 'Update' button.

In your offering details, click the 'Investor Perks' tab, then click the 'Edit' button. In the data entry screen, you can enter risks specific to your offering, company, products and services, or industry. Scroll down and click 'Update' to save your work.

Remember, this is a full editor, so you can format the text, the same as if your were in Word or a similar word processing applications.

When you're finished, scroll back up to the top and click the 'Return to Preview Mode' button in the top of the callout box on the left.

In your offering details, right below where your Optional Tabs are located, and right above the 'Update' button, is a section for 'Publishing Status.' When you are satisfied with how all your tabbed section look for your offering, you can check the 'Publish to Platform' checkbox, and click the 'Update' to save your work.

You will notice your offering is not immediately viewable on CapRaize. Two additional steps are required. First a CapRaize administrator will confirm your due diligence is complete. Secondly, a CapRaize administrator will review the content of your tabbed sections. When both are verified, the CapRaize administrator will check a box and your offering will be live!