How-to & Tutorials
Here are the different types of emails: Two-way Email Sync - for one-on-one emails with your contacts. Mass Email - used to send emails to all of your ...
Tue, 24 Nov, 2020 at 12:23 PM
There are two ways to upload a video, such as a webinar reply, to the offering page for your investors to review. Head to the Summary section under the...
Fri, 11 Sep, 2020 at 8:57 AM
You can create custom tags in order to segment your contacts. You can send mass email to contacts within a tag and you can also set the visibility of an off...
Thu, 17 Sep, 2020 at 2:28 PM
For the best experience, cosponsors should be added before or during the capital raise. If you have past deals it is still possible to retroactively setup c...
Mon, 12 Oct, 2020 at 4:35 PM
You need to verify your domain in order to send mass emails. This process ensures the highest degree of deliverability since emails you send will be authent...
Wed, 30 Dec, 2020 at 2:38 PM
To bulk upload documents head to the Investors page and click on the "Bulk Document Upload" button You can upload up to 100 documents at a tim...
Tue, 16 Mar, 2021 at 3:56 PM
The platform supports two primary ways of raising capital. (1) Investment: Your investors will fund the entire investment amount upfront. This is a comm...
Thu, 25 Feb, 2021 at 4:51 PM
Company users and investor can reset their password using the "Forgot Password?" link on the login page. You can also set a new password for ...
Sun, 19 Jul, 2020 at 4:37 PM
You can send distributions via ACH and Check in one seamless process, directly from your SyndicationPro account. Key Benefits Save time. Payments are ...
Thu, 15 Jul, 2021 at 8:50 PM