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Knowledge base
General
FAQs
11
What does the investor funnel look like?
What is the difference between the welcome document and offering documents?
What is the investment process?
Can my investor give access to others or add a second email to their account?
Can I send email updates to my investors?
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How-to & Tutorials
20
Getting Started Checklist
Your Guide to Raising Capital on SyndicationPro
Connect SyndicationPro to Other Applications
Create eSign Templates
Add Your Existing Deals to the Platform
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Files and folders
Email Templates
3
User Notification Email Templates
Investor Communications
Welcome Series - Drip Campaign
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