What do I enter for the Deal Name?

Deal Name

This is the nickname you would like to use when marketing this deal to your network of investors. Most Organizers use the name of the portfolio company or other target investment (ie. real estate asset or fund). 

Fund Name

The fund name is automatically generated on Glassboard and cannot be adjusted. It is the asset name will appear on the legal fund documents, the capital account statement for the final investment, and in the public SEC filing. The naming convention is based on a Master / Series structure facilitated by Glassboard.