Podium Knowledge Base

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

Browse all articles

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

Browse all articles