Path: "Projects" > "Projects" > "New Project"
Note: Before creating a project, an issuer (Emittent) must be created first (Link to create an issuer: ).
Once a project has been created, you can create a new project by clicking on "New Project" in the "Projects" > "Projects" tab.
It is important to provide information about whether you are using the basic frontend of portagon or creating a custom frontend through the API, as not all input fields may be transmitted via the API.
Please note that the specific fields and options in the form may vary depending on whether you are using the Lightning frontend of portagon or a custom frontend created through the API.
New project (Lightning frontend)
Steps to create a project:
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If you are using the Lightning frontend of portagon, all fields in the form are relevant for display in the frontend. However, not all fields are mandatory.
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Select "New Project."
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Name: Enter the name of the project.
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Min. Volume: Specify the minimum amount of money you want to raise.
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Max. Volume: Specify the maximum amount of money you will raise.
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Project Photo: Upload a meaningful photo, and ensure it has good image quality.
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Features & Values: Enter features and values that investors can see at a glance. Commonly used ones include "Duration," "Interest Rate," and "Volume."
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Advantages: Highlight the advantages of the project, which will be displayed to investors in a clear and concise manner.
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Show Funding Status: You can choose to display the amount of money already raised to provide transparency to potential investors.
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Show Risk Warning: If you raise more than 100,000€, you are obligated to display the risk disclaimer. Risk Disclaimer Text for Financial Investments:
- Example: Note according to § 12 Abs. 2 Vermögensanlagegesetz (Asset Investment Act): The acquisition of this financial investment involves significant risks and may lead to the complete loss of the invested capital.
- Custom Risk Disclaimer Text: If you wish to supplement the standard risk disclaimer text, you have the option to enter your own text here.
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Project Description: Provide background information about your project and, if applicable, your company. You can use the Code View to add color accents, embed photos and videos. HTML knowledge is required for this.
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To finalize the project creation, select "Save."
New project (Custom frontend)
Steps to create a project:
-
If you are using the Lightning frontend of portagon, all fields in the form are relevant for display in the frontend. However, not all fields are mandatory.
-
Select "New Project."
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Name: Enter the name of the project.
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Min. Volume: Specify the minimum amount of money you want to raise.
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Max. Volume: Specify the maximum amount of money you will raise.
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Asset Class: Select the asset class to which your project belongs. You can choose from eight asset classes plus "other."
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Project Photo: Upload a meaningful photo, and ensure it has good image quality.
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Show Funding Status: You can choose to display the amount of money already raised to provide transparency to potential investors.
-
Show Risk Warning: If you raise more than 100,000€, you are obligated to display the risk disclaimer. Risk Disclaimer Text for Financial Investments:
- Example: Note according to § 12 Abs. 2 Vermögensanlagegesetz (Asset Investment Act): The acquisition of this financial investment involves significant risks and may lead to the complete loss of the invested capital.
- Custom Risk Disclaimer Text: If you wish to supplement the standard risk disclaimer text, you have the option to enter your own text here.
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To finalize the project creation, select "Save."
We hope this information has been helpful to you. If you have any further questions, please don't hesitate to contact our support.