Project Equity

**Menu:** Platform Admin → Business Management → Project equity

Cross-club registry for support and compliance review.

Prerequisites

1. Admin permission for club investment modules.
2. Clubs with project equity option enabled.

Page layout

• Table: project name, club, target, raised %, investor count, status.
• Filters: club, status, date range.
• Read-only detail: documents, cap table summary.

Step-by-step

1. Open Project equity when ticket references a specific project ID.
2. Confirm club and project status before advising member.
3. Do not alter investor allocations from admin unless emergency procedure documented.
4. Refer term changes to club manager.

**Menu:** Club Panel → Financial → Project equity

Create and operate equity projects for your club.

Prerequisites

1. Project equity option on subscription.
2. Wallet or payment rail for member investments.
3. Legal documentation and prospectus ready for portal display.

Page layout

• Project list with progress bars and status badges.
• New project wizard: basics, financial terms, documents, visibility.
• Project detail tabs: Overview, Investors, Transactions, Distributions, Documents.

Step-by-step — create project

1. Open Financial → Project equity.
2. New project — public title and internal code.
3. Set target amount, unit price, min/max investment per member.
4. Upload disclosure PDFs or link to Content pages.
5. Set fundraising open/close dates.
6. Status Draft until legal sign-off → Open for portal visibility.
7. Link from App Builder native Equity page or home CTA.

Step-by-step — during fundraise

1. Monitor Funding progress daily.
2. Review large investments for AML policy if applicable.
3. When target reached, set status Fully funded and stop new subscriptions.
4. Record offline closings in Transactions if any manual entries allowed.

Step-by-step — distributions

1. Open project → Distributions.
2. New distribution — amount per unit or total pool.
3. Preview affected investors and wallet credits.
4. Execute and notify via Notifications template.

Tips

• Closed projects remain visible for statements but block new investment.
• Changing unit price mid-campaign confuses members — avoid after open.
• Export Investors before board meetings.

**Menu:** User Portal → Drawer → Finance → Project equity (or native Equity tab)

Members browse open projects and manage holdings.

Page layout

• Cards: project image, title, progress %, minimum ticket, status.
• Detail: description, documents, timeline, invest button.
• My holdings section with unit count and last distribution.

Step-by-step

1. Open Equity from drawer or bottom navigation.
2. Read project detail and download disclosures.
3. Tap Invest — enter amount within min/max.
4. Confirm wallet debit or payment method.
5. View allocation in My holdings after settlement.
6. Check Notifications for distribution announcements.

Tips for members

• Fully funded projects do not accept new money — join waitlist only if club enables it.
• Distributions credit wallet per club schedule — not always instant.
• Contact club support with project name and investment date for disputes.

Investor communication template

When opening a project to members, include in notification or Content page:

1. Project purpose and timeline (plain language)
2. Minimum and maximum ticket size
3. How returns are calculated and when paid
4. Risk statement — capital at risk, not a bank deposit
5. Support contact for document requests

Compliance reminders

• Keep offline signed agreements referenced by project ID in internal CRM.
• Do not promise fixed returns in App Builder marketing copy unless legally approved.
• Freeze new subscriptions during material project news until disclosure updated.

Reporting for club finance

• Project equity ≠ general fund — separate module and portal entry.
• Club controls open/close and distributions; admin is oversight.
• Member disputes: verify transaction in club Investors tab first.