---
title: Offerings | Help Center
description: Creating and managing investment offerings.
---

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1. [Help Center](https://support.northcapital.com/knowledge)
2. [Offerings](https://support.northcapital.com/knowledge/offerings)

# Offerings

 Creating and managing investment offerings.

## General

- [Why am I getting an error that my offering does not have enough shares?](https://support.northcapital.com/knowledge/why-am-i-getting-the-error-offer-doesnt-have-enough-shares)
- [Can the issuer buy the remaining unsold shares in an offering?](https://support.northcapital.com/knowledge/how-does-a-company-go-about-purchasing-the-remaining-shares)
- [When an Issuer is created with the createIssuer API, is createIssuerAccount also needed?"](https://support.northcapital.com/knowledge/createissuer-api-is-createissueraccount-required)
- [How do I retrieve offering details via the API?](https://support.northcapital.com/knowledge/is-there-a-way-to-get-details-on-a-specific-offering)

## Creating an offering

- [How do I create a new test offering in my TransactAPI sandbox?](https://support.northcapital.com/knowledge/how-do-i-create-a-new-offering-in-transactapi)
- [What does it mean when the offering status is "pending," and how does this get "approved?"](https://support.northcapital.com/knowledge/what-does-it-mean-when-the-offering-status-is-pending-and-how-does-this-get-approved)
- [What does the 'unitPrice' parameter for createOffering represent?](https://support.northcapital.com/knowledge/unit-price)
- [What does the 'maxAmount' parameter for createOffering represent?](https://support.northcapital.com/knowledge/maximum-amount)
- [How do I know what to name the offering? Is this the same as the name on the escrow account?](https://support.northcapital.com/knowledge/how-do-i-know-what-to-name-the-offering)
- [What does the 'minAmount' parameter for createOffering represent?](https://support.northcapital.com/knowledge/minimum-amount)
- [What do the 'startDate' and 'endDate' parameters for createOffering represent?](https://support.northcapital.com/knowledge/start-and-end-dates)
- [What does the 'targetAmount' parameter for createOffering represent?](https://support.northcapital.com/knowledge/target-amount)
- [How do we attach escrow accounts to our offerings?](https://support.northcapital.com/knowledge/attach-escrow-accounts-to-offerings)

See less ▼

## Offering documents

- [Can my Offering Documents have special characters?](https://support.northcapital.com/knowledge/can-my-offering-documents-have-special-characters)

## Post-offering management

- [Do you offer transfer agent services or partner with any vendors currently that offer those services?](https://support.northcapital.com/knowledge/transfer-agent-services)

- [Getting Started](https://support.northcapital.com/knowledge/getting-started#main-content)

    - [How do I get my production API keys and go live?](https://support.northcapital.com/knowledge/getting-started#how-do-i-get-my-production-api-keys-and-go-live)
    - [What are the standard TransactAPI integration workflows?](https://support.northcapital.com/knowledge/getting-started#what-are-the-standard-transactapi-integration-workflows)
- [Trades & Payments](https://support.northcapital.com/knowledge/trades-payments#main-content)

    - [General Trade & Payment Management](https://support.northcapital.com/knowledge/trades-payments#general-trade-payment-management)
    - [Trade documents & uploads](https://support.northcapital.com/knowledge/trades-payments#trade-documents-uploads)
    - [DocuSign subscription documents](https://support.northcapital.com/knowledge/trades-payments#docusign-subscription-documents)
    - [Trade statuses explained](https://support.northcapital.com/knowledge/trades-payments#trade-statuses-explained)
    - [Wire Transfers](https://support.northcapital.com/knowledge/trades-payments#wire-transfers)
    - [Payment statuses & error codes](https://support.northcapital.com/knowledge/trades-payments#payment-statuses-error-codes)
    - [Canceling & unwinding trades / Refunds & returns](https://support.northcapital.com/knowledge/trades-payments#canceling-unwinding-trades-refunds-returns)
    - [ACH transfers](https://support.northcapital.com/knowledge/trades-payments#ach-transfers)
    - [Credit & debit card payments](https://support.northcapital.com/knowledge/trades-payments#credit-debit-card-payments)
    - [Plaid integration](https://support.northcapital.com/knowledge/trades-payments#plaid-integration)
- [Offerings](https://support.northcapital.com/knowledge/offerings#main-content)

    - [General](https://support.northcapital.com/knowledge/offerings#general)
    - [Creating an offering](https://support.northcapital.com/knowledge/offerings#creating-an-offering)
    - [Offering documents](https://support.northcapital.com/knowledge/offerings#offering-documents)
    - [Post-offering management](https://support.northcapital.com/knowledge/offerings#post-offering-management)
- [Accounts & Parties](https://support.northcapital.com/knowledge/accounts-parties#main-content)

    - [Accreditation Verification](https://support.northcapital.com/knowledge/accounts-parties#accreditation-verification)
    - [Account/Party management](https://support.northcapital.com/knowledge/accounts-parties#account-party-management)
    - [KYC & AML](https://support.northcapital.com/knowledge/accounts-parties#kyc-aml)
- [North Capital Escrow Services](https://support.northcapital.com/knowledge/north-capital-escrow-services#main-content)

    - [Connecting escrow to an offering](https://support.northcapital.com/knowledge/north-capital-escrow-services#connecting-escrow-to-an-offering)
    - [Accessing escrow accounts](https://support.northcapital.com/knowledge/north-capital-escrow-services#accessing-escrow-accounts)
    - [Managing an escrow raise](https://support.northcapital.com/knowledge/north-capital-escrow-services#managing-an-escrow-raise)
    - [Closing & disbursing funds](https://support.northcapital.com/knowledge/north-capital-escrow-services#closing-disbursing-funds)
    - [Refunds & failed raises](https://support.northcapital.com/knowledge/north-capital-escrow-services#refunds-failed-raises)
- [North Capital Custody Services](https://support.northcapital.com/knowledge/north-capital-custody-services#main-content)

    - [Opening a custody account](https://support.northcapital.com/knowledge/north-capital-custody-services#opening-a-custody-account)
    - [Updating account information](https://support.northcapital.com/knowledge/north-capital-custody-services#updating-account-information)
    - [Investor Distributions](https://support.northcapital.com/knowledge/north-capital-custody-services#investor-distributions)
- [Account & Admin](https://support.northcapital.com/knowledge/account-admin#main-content)

    - [API keys & rotation](https://support.northcapital.com/knowledge/account-admin#api-keys-rotation)
    - [User permissions & access](https://support.northcapital.com/knowledge/account-admin#user-permissions-access)
    - [Two-factor authentication (2FA)](https://support.northcapital.com/knowledge/account-admin#two-factor-authentication-2fa)
    - [Webhooks & notifications](https://support.northcapital.com/knowledge/account-admin#webhooks-notifications)
    - [Billing & invoices](https://support.northcapital.com/knowledge/account-admin#billing-invoices)
    - [Security](https://support.northcapital.com/knowledge/account-admin#security)
    - [Error codes & system status](https://support.northcapital.com/knowledge/account-admin#error-codes-system-status)
- [Opera](https://support.northcapital.com/knowledge/opera#main-content)

    - [Administrative setup](https://support.northcapital.com/knowledge/opera#administrative-setup)
    - [Login & access](https://support.northcapital.com/knowledge/opera#login-access)
    - [Webhooks](https://support.northcapital.com/knowledge/opera#webhooks)
    - [IQ Tutorials](https://support.northcapital.com/knowledge/opera#iq-tutorials)

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