- How to register your account?
1. Input URL: http://co.fund/ , click "Join"; 2.Fill in the mailbox information, register through email;Note: User password must contain the following information Should have at least 8 characters Should complete 3 out of 4 rules below -At least One Lowercase letter (a-z) -At least One Uppercase letter (A-Z) -At least One Number Digit (0-9) - At least One Symbol (@,#,$,etc.) Example: ABCabc123 Or select "Phone signup and login" in Login page to complete registration (the current version only applicable to Chinese mobile phone number);3.Confirm email address and complete the registration
- How to login to your account?
Input URL: http://co.fund/, click "Login";Input Email/ Phone/ Social Account to log in
- Retrieve password
In the homepage, click "Login" to login page and click "Forget your password?";Input email address and reset your password
- Edit password
Log in your account and click "Settings";Click "Password" to edit password.
- How to manage user profile?
Login and click "Profile"; In the profile page, click "Edit"; Manage personal information profile and click "Save Changes"； Image format is only applicable to JPG, JPEG, PNG and GIF;Or click "Settings" in the homepage, editing profile directly
- How to manage notifications?
Click "Settings" in the homepage；Click "Notifications", choosing "interested industry" and set notifications；Check information；
- How to manage bank account?
Click "Settings" in the homepage；Manage "Manage Bank Account (US)", choose "Link your bank account"/ "Add New Accounts"；Click "Link your bank account", choose banks and login (only applicable to American Banks), e.g. CHASE；Click "Add New Accounts", fill in account information and submit；
- How to create a project
Login account, click "Raise" and choose "Start Raising Funds";Fill in "Project Details" and click "Next";Edit "Key People", click "Add More" to add group member or "Edit" to manage team information;Edit "Fundraising & Recruiting", choose different types of raising and add information of recruiting;
- How to manage project (Edit/ Delete/ Submit)
Click "User Center" in the home page;Choose "My campaigns", “Edit/ Preview/ Delete/ Submit for review”to manage project information
- How to review submitted project
Click user portrait in homepage, choose the name of the project (using co.fund as an example);View project;
- How to submit project to lead investors
Login and choose "Raise" in the homepage;Click "Deliver"
- How to make a payment
Click "User Center" in the homepage;Click "My campaigns" and choose "Submit for review";Choose "Purchase" for your interested type;Pay with PayPal
- How to create leader profile
Login and choose "How to lead" in the homepage;Click "APPLY TO BE LEADER";Fill in "Leader Profile", users can add picture and videos, click "Next";Fill in "Investment Strategy" and click "Next";Fill in "Leader Certification" and click "Submit leader application";If the leader profile has not been confirmed, users will see "Leader Application" status in the profile;If the leader profile has been confirmed, users will see "Leader Profile" status.
- How to manage leader profile
After submitting leader profile, click "Leader Application";Click "Continue Editing"How to follow other lead investors
- How to follow other lead investors
Login and click "Raise" in the homepage;Click "Follow"
- General talk invitations
Login and click "Invest";Choose the project you are interested in and click for detailed information;Click "Message" to send information to issuer;Click "Send" to send message to issuers.
- Lead investor talk invitations
Login and click "Invest";Choose the project you are interested in and click for detailed information;Click "Project Talk Invitation" to send information to issuer;Click "Send" to send message to issuers.
- Personal Identification Verification
Click "Settings" in the homepage;Click "Investor Accreditation", choose "Personal Identity Verification" to manage/ complete personal information (we use the third-party API to support automatic identification of American residents), required information for U.S residents include:SSN (last 4 Digits); Date of birth; Address;Name.Upload personal identification info (applicable to any format files), click "Submit" (For residents outside U.S, you can upload ID photos, administrators will authorize the information in the backstage);
- Investor Identity Verification
Click "Settings" in the homepage;Click "Investor" and choose “Investor Identity Verification”; Click "Manage"/ "Delete" to manage information.Click "Add New Entity", add detailed information of "Individual/ Joint/ Entity/ Trust", then click "Submit".For entities, the incorporation document will be certified by third-parties.
- Self accreditation
Click "Settings" in the homepage;Click "Investor Accreditation", choose "Self-Accreditation";Complete information and "Save Changes"
- Accreditation Document
Click "Settings" in the homepage;Click "Investor Accreditation", choose "Accreditation Documents";Upload or "Remove" related files.
- How to find jobs
Login and click "Jobs";Search for jobs you are interested in and click for detailed information;Click "I am interested", users can send resume to job posters
- How to create a job
Login and click "User Center";Click "My campaigns", and choose "Edit";Click "Manage jobs" in Job Openings;Click "New Hiring" to complete recruiting information and click "Submit";