What kind of support does Groundbreaker provide to my LPs / passive investors?

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2021-06-18T12:35:56-05:00November 26th, 2020|

Your LPs have access to support via a chat system once they are logged in to the investor portal. Our team provides support during regular business hours. Additionally, we have a knowledge base for LPs. If the LP asks a question that is outside tech support, we provide them with your investor relations contact information. [...]

How easy is it to start with Groundbreaker? / How long does it take?

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2021-02-05T09:12:02-06:00November 26th, 2020|

If you’re starting with a new business, you can get going in a matter of days. You could have your first deal published and all of your LPs invited within 1 week if that’s an urgent need, but the best time to get started is at least 4 weeks before your first raise. If you [...]

Will I be able to manage the portal myself?

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2021-01-08T10:21:02-06:00November 26th, 2020|

Absolutely. Groundbreaker is designed to be easy to deploy, use and maintain. You’ll be able to do things like adding or editing your own deals, inviting investors, and sending distributions with a few clicks.

Does Groundbreaker help me use the solution for the first time?

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2021-06-18T12:35:51-05:00November 26th, 2020|

Yes. All of our customers get a multi-call process for onboarding and instructions tailored for their use cases. Once onboarded, our customers continue to receive proactive support from our customer success team. See more about it in our Customer Commitment.

Do you offer support?

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2021-06-18T12:36:00-05:00November 26th, 2020|

Yes, and we are proud of it! Our customers have access to chat, email, knowledge base articles, and scheduled calls. Our average email response time is under 15 mins. See more about it in our Customer Commitment.

Do you offer back office services?

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2021-01-08T10:06:40-06:00November 26th, 2020|

While Groundbreaker may be used to handle back office services, we do not operate the portal for you or offer third-party services directly.  We can, however, refer you to one of our trusted affiliates.

How long after signup does it take to get started?

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2021-02-05T09:13:33-06:00May 24th, 2020|

If you do not have active deals to migrate, you will launch as soon as you fill out our onboarding form. If you have active deals, our white-glove onboarding may take up to 30 days. We’ll ensure that from the first moment your LPs login, all of their deals, documents, distributions, and metrics are in [...]

What can I expect during the onboarding process?

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2021-02-05T09:16:44-06:00May 24th, 2020|

You’ll receive an onboarding email from your Customer Success Manager, and we’ll set up an introductory call. In that Zoom call, we’ll go over your goals and objectives and give you a guided tour of the software. Depending on your needs, we’ll cover other topics that may include setting up your first deal, sharing your [...]