Podium Knowledge Base

• Joint Profile - Subscription Agreement
• STEP 5: Turning on Subscriptions
• STEP 3: Inviting Contacts
• Settings
• ACH Distribution
• STEP 4: Raising Funds
• STEP 2: Handling Documents
• STEP 1: Creating New Investments
• Celebration List
• Creating your Roster

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• Signing a Subscription Agreement
• Becoming an Investor
• Entering ACH information
• Creating a Profile
• Considering Offerings
• In-Person Connections
• Celebration List
• What is Podium Plus?
• Uploading a Profile Picture
• Downloading K1 Documents

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