Publish your deals on your public Opportunities page

By the end of this guide you'll have a public Opportunities page for your firm. It's one link that lists the fundraises you choose to publish, branded with your logo and colors, and you can send it to prospective investors or put it on your website.

How the page works

Your Opportunities page is public. Anyone with the link can open it without logging in or being invited, and an investor who is already signed in to the portal sees the same public page. It lists only fundraises that belong to your firm, that you've published, and that are active. Each fundraise appears as a card, and selecting a card opens that fundraise's public landing page.

Publishing is separate from portal visibility. A fundraise can be Invited Only in your investor portal and still be listed on your public page, or the other way round. Changing one setting never changes the other.

Find and copy your page link

1. Open Settings and go to Branding.
2. Find the section headed with your Opportunities page. It holds the page URL, the storefront hero image and the lead-gate control. These are kept apart from the investor sign-in experience settings.
3. Use the copy action next to the page URL to copy your link.

Publish a fundraise to the page

A new fundraise starts unpublished. To list it on your Opportunities page:

1. Open the fundraise and go to its Opportunity Page.
2. In the visibility panel, find the website publishing section. It shows your Opportunities page URL and reminds you that anyone can view a published opportunity without logging in.
3. Select the publishing checkbox.
4. If the fundraise has more than one share class, choose the share class whose landing page the card should open. If you don't choose one, the card opens the fundraise's first share class.
5. Save the panel.

The visibility panel has three separate sections: portal listing (who can find the fundraise in your investor portal), website publishing (whether it's listed on your public page), and the direct landing link with its own copy action. The direct link is always available, whatever you choose in the other two sections.

Choose what each card shows

Each card shows the holding's cover photo, a line with the holding's location and asset type, whether it's a fund or a single asset, the fundraise's name, and a status of available or closed. You control the rest from the fundraise's Card Highlights editor:

1. Open the fundraise, go to its Opportunity Page, and open the Card Highlights editor.
2. Write a short description in the multi-line field at the top. The editor shows how much of the length limit you've used. Leave the field empty if you don't want a description on the card.
3. Use the toggles to choose which standard facts the card shows, such as the target amount, strategy or close date. A fact you turn off doesn't appear on the card even if the fundraise has a value for it.
4. Save the editor. Your description and highlight choices are saved together.

Add a hero image

In the Opportunities page section of Branding, you can upload a storefront hero image. When one is set, it appears as a wide band at the top of your page with your firm's name over it. Use a landscape image, because the band is cropped to fill the width. When no storefront hero image is set, the page uses a compact header with your logo and name. The empty field in settings says so, so a blank field means nothing has been uploaded yet.

Ask visitors for their details first (optional)

By default your page is open, and visitors see your published cards right away. If you'd rather know who is browsing, a GP Admin can use the lead-gate control in the Opportunities page section of Branding to require contact details. The setting applies the next time a visitor loads the page.

• With the gate on, visitors see a form asking for their full name and email address, and no deal details appear until they submit it.
• Once they submit, they see your cards and stay identified for the rest of their visit.
• Each lead becomes a contact in your CRM, tagged Inbound, with tags recording that they came from your Opportunities page and any campaign (UTM) parameters on the link they used. A visitor who's already a contact isn't duplicated.
• Completing the form doesn't create an opportunity or an invitation. Follow up from the contact record when you're ready.

What visitors see

• Your logo and organization name, shown once in the page header or over your hero image. They aren't repeated on each card. A card whose holding has no photo shows your logo in its place.
• One card for each published, active fundraise. An open card ends with a call to action that leads to the fundraise's landing page. A closed card says the fundraise is closed and doesn't invite the visitor to view it.
• Your brand color on the status indicator, the card calls to action and links. Backgrounds, card surfaces and body text stay neutral. If your primary color doesn't have enough contrast to read on the page, the page uses a neutral style instead, unless you've chosen in Branding to use the color anyway.
• No information about the visitor. Cards never show whether someone has viewed, started or invested in a deal, or how much they committed.
• If nothing is published yet, your branded page with a message saying there are no opportunities to show. The page doesn't return an error.

What a shared link previews

When you paste your Opportunities page link into a messaging app, chat client or social platform, the preview names your firm, not Covercy. A link to a single fundraise's landing page previews the holding's name and your firm's name, with the holding's cover image or, if it has none, your logo. If no image is available, the preview still shows the names.

Check that it worked

Copy your page link from Branding and open it in a private browser window. Check that each fundraise you published appears as a card, that unpublished fundraises don't, and that selecting a card opens the right landing page. If you turned on the lead gate, submit the form with a test address and check that the contact appears in your CRM tagged Inbound. If a fundraise is missing, check that publishing is selected in its visibility panel and that the fundraise is active. If you're still stuck, contact Covercy support from within Covercy One.