FAQs
SyndicationPro helps you manage your investor relationships from when they are first a prospect or "Lead" until they eventually invest with you an...
Fri, 19 Jun, 2020 at 11:32 AM
When you create an offering you have the option to upload documents for your investors to review. Let's go over the two types: 1. Welcome Document: ...
Mon, 6 Jan, 2020 at 11:25 AM
When your investor clicks the "Invest Now" button they will go through a four step investment process: Step 1 - Diligence (Investor certifies ...
Thu, 25 Feb, 2021 at 4:49 PM
Investors have two options for giving access to others like spouses and accountants from their Account page. You can also do this for them through the Login...
Fri, 11 Sep, 2020 at 10:01 AM
You can send email updates to your investors two ways. This allows you to craft your message and include attachments, and these updates will be stored on th...
Fri, 19 Jun, 2020 at 9:54 AM
Yes. Investors can submit an investment request below the minimum investment amount but they are alerted by the system to only do so if they have permission...
Fri, 11 Sep, 2020 at 9:46 AM
The best place to manage investment requests is on the "Investors" tab of the offering. To find this page, click on Portfolio and then click on th...
Fri, 11 Sep, 2020 at 9:47 AM
The easiest way to integrate SyndicationPro with your website is to add buttons that direct users to your Login and Sign Up pages. These links are your invp...
Sat, 12 Dec, 2020 at 4:38 PM
You can use our Login as Investor feature to login to any investor's account in order to see exactly what they see. You'll find this button on ...
Thu, 17 Sep, 2020 at 4:17 PM
You can set the visibility of each past offering so that it will display according to your preferences. For example, by setting the visibility of the of...
Wed, 23 Sep, 2020 at 2:43 PM