InvestZen Learning Center

    Knowledge Base

    1. Home
    2. Determine Goal

    Foundations

    Getting Started With The Basics

    Getting Started With Projects

    • Start Section
      • Instructions - Start Section
      • Describe Project
      • Determine Goal
      • Checklist - Start Section
    • Investment Section
      • Instructions - Investment Section
      • Define Roles
      • Design Pay Structure Part 1
      • Design Pay Structure Part 2
      • Model Asset
      • Generate Pro-Forma
      • Assemble Team
      • Generate Proposal
      • Checklist - Investment Section
    • People Section
      • Instructions - People Section
      • Invite Prospects
      • Assign Roles
      • Setup Communications
      • Checklist - People Section
    • Paperwork Section
      • Instructions - Paperwork Section
      • Finalize Joint Venture
      • Open Bank Account
      • Plan Financing
      • Checklist - Paperwork Section
    • Launch Section
      • Instructions - Launch Section
      • Launch Project
    • Manage Section
      • Manage Section
    • Reports Section
      • Report Section

    Getting Started With The Contacts

    Getting Started With The Settings

    Getting Started With Inviting People To Projects

    Determine Goal

    Created: June 6, 2019
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