How-to & Tutorials
You're signed up and off to the races. Here's a few things you should take care of. Settings Page 1. Upload your logo. It's easy, click ...
Tue, 2 Mar, 2021 at 3:13 PM
Raising capital and managing investors on SyndicationPro will help you raise more money, save you an incredible amount of time, and provide a great experien...
Wed, 1 Jul, 2020 at 3:50 PM
SyndicationPro can seamlessly integrate with thousands of other web applications through our app with Zapier. For example, you can automatically add ne...
Wed, 19 Aug, 2020 at 3:09 PM
NOTICE: HelloSign has released Auto-fill fields, but they are unreliable and have created issues so please don't use them. Instead, you should use the S...
Wed, 9 Dec, 2020 at 12:15 PM
Getting your past deals into SyndicationPro is a easy process. You can have our team take care of this for you by emailing us at success@syndicationpro.com ...
Mon, 12 Oct, 2020 at 4:25 PM
You can add a distribution to the platform in order to notify your investors of the payment and store these details on their dashboard. Visit the Portf...
Fri, 19 Jun, 2020 at 11:23 AM
SyndicationPro provides an ideal environment to raise capital with cosponsors. Each cosponsor gets a *FREE SyndicationPro account and the deals you are work...
Fri, 21 Aug, 2020 at 8:48 AM
To add an offering, visit the Portfolio tab and click on the Add Offering button. Here is a video of adding an offering from start to finish ...
Tue, 25 Feb, 2020 at 9:50 AM
Self Verify Upon registration users will be asked if they are accredited. This form of accreditation is called "Self Verification" and is display...
Fri, 19 Jun, 2020 at 11:28 AM
Add New Reservation Creating a reservation helps you garner interest and take soft commitments for your deals long before you're ready to take actua...
Wed, 30 Dec, 2020 at 3:19 PM