Userguide fundingapplication-forgroups-a1

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Userguide fundingapplication-forgroups-a1

  1. 1. Entrepreneur Application Process User Guide for Investor Groups Last updated Jan 10, 2012
  2. 2. 1 Go to your group’s “Admin” tab. 2 To access the customization tools, click the “Entrepreneur Application” link. 3 When you are ready, put this link on your group's website so Entrepreneurs can access your application form. Customization Locate the Admin tools 1 Click on any of the sections to customize the way the application looks to entrepreneurs. You can set an application fee, write your own instructions for the entrepreneur, choose which questions you want to ask - or write your own. You can also decide which questions or documents should be required (if any). 2 When you are done, then click the “save changes” button at the top or bottom of the page. Customizing the Entrepreneur Application 1 2 2 3 Each investor group can create their own custom entrepreneur application with their own questions, required items, application fee, and more. To customize your group's application, you must be logged in as an investor group admin. 2 1
  3. 3. The Entrepreneur Experience 1 1 Your customizable instructions to the entrepreneur will show here. 2 You can brand the application form with your logo. 3 If your group has an application fee then it is indicated. 2 3 When an entrepreneur visits your group’s website and clicks on the link to apply, they will be asked to sign up or log in. 1. Entrepreneurs that already have a Gust profile If they already have a Gust startup profile and are logged in, the system will recognize them. Otherwise, they will have the opportunity to log in. They will be brought to their existing startup profile on Gust. From there, they can review their profile and answer any additional questions from your group before they share their information. 2. Entrepreneurs that do not have a Gust profile yet If the entrepreneur doesn't already have a Gust startup profile, then they will be prompted to sign up. However, instead of being brought to Gust they will see your customized and branded form. Entrepreneur Signup 3
  4. 4. 1 2 1 Required items are indicated. 2 If your group has custom questions such as "referred by" then they will appear here. 3 Your group can customize the form to request or require documents, financial information, and specific questions. 4 Entrepreneurs that need more time can save and pause their application. 3 Application Form 4 4
  5. 5. If your group charges a fee, the entrepreneur is prompted to enter their credit card information before their application is submitted. However, if an investor creates a "new deal" and invites the entrepreneur to the deal, then the fee is waived. For more information visit http://gust.zendesk.com/forums To send a support request, contact support@gust.zendesk.com 1 Entrepreneurs can pick their own Gust URL. 2 The entrepreneur can decide whether they would like other investors (other than the group to which they applied) to be able to find them via a public version of their profile with basic contact information. 3 The entrepreneur will be brought to their startup profile on Gust, where they can access entrepreneur tools and resources. 2 Payment Processing Application Confirmation 5 1 3

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