How to copy a Buyside Project

You can copy existing projects and edit them to save time while setting up new ones. This is a great way to create additional projects in new industry verticals without having to re-input any consistent financial, geographic, and / or other criteria.

To copy a project:

  1. In your Axial account, navigate to your Buyside Projects Overview by clicking Projects at the top left of the screen.
  2. Click on the name of the project you’d like to copy to open that project’s overview.
  3. Click Copy at the middle of the top of the screen and follow the on-screen prompts.
  4. Edit any inputs within the Project including the headline & description (if relevant).