Create an investment offer
Introduction
Investment offers are how your company raises funds on Genkibo. A well-built, well-documented offer attracts more investors.
Prerequisites before creating an offer
Before you can create and publish an investment offer:
- Your company must be validated: the company profile must have passed audit successfully.
- Your project must exist: the offer is linked to a specific project.
- The project should be audited (recommended): investors trust validated projects more.
- An active subscription may be required depending on your plan.
Opening offer management
- In the menu, click "Investment offers".
- Your offers are listed with their status.
Creating an investment offer
Step 1 — Open the creation form
- Click "New offer" or "Create offer".
- The creation form appears.
Step 2 — Enter offer information
General information
| Field | Description |
|---|---|
| Offer title | A clear, compelling title |
| Linked project | Select the project tied to this offer |
| Offer type | Nature of the investment (e.g. loan, equity, etc.) |
| Description | Detailed presentation of the opportunity |
Financial information
| Field | Description |
|---|---|
| Total amount to raise | Total you want to collect |
| Minimum per investor | Minimum ticket size |
| Return rate | Promised yield percentage for investors |
| Currency | Offer currency |
Timing
| Field | Description |
|---|---|
| Start date | When the offer starts accepting investments |
| Closing date | Fundraising deadline |
| Investment duration | How long funds remain invested |
| Return frequency | Monthly, quarterly, annual, etc. |
Step 3 — Save as draft
- Click "Save" to save as a draft.
- The offer is saved with "Draft" status.
- You can complete and edit it before submitting.
Editing an offer
- In the list, click the offer to edit.
- Click "Edit".
- Make your changes.
- Click "Save".
Note: An offer can only be edited while in "Draft" status. An offer submitted for validation or published cannot be edited directly.
Submitting the offer for validation
When your offer is ready, you must submit it to the Genkibo team for validation before publication:
- Open the offer page.
- Click "Submit for validation".
- Confirm submission.
- The offer moves to "Pending validation" status.
- An email is sent to the admin team for processing.
Offer validation process
| Step | Actor | Description |
|---|---|---|
| Submission | Company | Offer submitted for review |
| Review | Admin | Admin examines the offer |
| Decision | Admin | Approved or rejected |
| Publication | Admin / Company | Offer becomes visible |
If the offer is approved
- The offer moves to "Approved" then "Published" status.
- You receive a confirmation email.
- Investors can now view and participate.
If the offer is rejected
- The offer moves to "Rejected" status.
- You receive an email with the rejection reason.
- Fix the issues flagged and submit again.
Investment offer statuses
| Status | Description |
|---|---|
| Draft | Still being written |
| Pending | Submitted; under admin review |
| Approved | Validated; ready to publish |
| Published | Visible and open to investors |
| Closed | Closed (target reached or manual decision) |
| Expired | Closing date passed without reaching the goal |
| Rejected | Refused by admin |
Tracking progress of a published offer
Once published, you can track in real time:
- Amount raised vs target
- Progress percentage
- Number of investors
- List of investments received (payins)
Manually closing an offer
If you want to stop an offer before its automatic closing date:
- Open the offer page.
- Click "Close offer".
- Confirm closure.
Caution: Closing an offer is final. Investors will no longer be able to participate after this action.
Automatic closure
An offer closes automatically when the total amount is reached. You receive a notification at that time.
Deleting an offer
You can delete an offer in "Draft" or "Rejected" status:
- Open the offer page.
- Click "Delete".
- Confirm deletion.
A published offer with active investments cannot be deleted.
Tips for an attractive offer
- Catchy title: clear, concise, makes people want to read more
- Full description: explain the project, potential, and impact
- Realistic return rate: attractive but credible
- Suitable duration: not too short or too long for the project
- Accessible minimum: a lower ticket attracts more investors
- Audited project: strongly reassures investors
- Up-to-date documents: all company documents validated
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