Raising Capital
Finding investors, running a raise, and getting a deal committed and funded.
Articles from the Syndicately blog on this topic.
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Investor Onboarding Checklist for Deal Sponsors
Read article: Investor Onboarding Checklist for Deal SponsorsA checklist for onboarding SPV investors: accreditation, KYC and AML checks, subscription documents, and funding, in the order sponsors need them.
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Rolling Funds Explained: How the Structure Works
Read article: Rolling Funds Explained: How the Structure WorksA rolling fund raises capital in continuous quarterly series instead of one closed-end round. Here is how the series structure, investor limits, and deployment…
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How to Source Deal Flow as a Syndicate Lead
Read article: How to Source Deal Flow as a Syndicate LeadWhere proprietary deal flow actually comes from, how to build a reputation that attracts it, and a simple weekly system for keeping a syndicate’s…
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Capital Call Notice Explained: What Investors Need to Know
Read article: Capital Call Notice Explained: What Investors Need to KnowWhat a capital call notice is, what information it should include, how SPVs and multi-deal funds differ, and what happens if an investor misses…
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Data Room Checklist for a Private Deal
Read article: Data Room Checklist for a Private DealThe five categories every private deal data room needs, from formation documents to material contracts, and the organizing habits that keep diligence moving.
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Family Office Direct Investing Through SPVs
Read article: Family Office Direct Investing Through SPVsWhy family offices invest directly instead of through funds, the family office exclusion that allows it, and how an SPV structures a single direct…
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Capital Call Wire Fraud: How to Protect Your SPV Closings
Read article: Capital Call Wire Fraud: How to Protect Your SPV ClosingsHow capital call wire fraud works, the phone verification habit that stops it, and what to do if a wire is sent to the…
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How to Start an Angel Syndicate: A Step-by-Step Guide
Read article: How to Start an Angel Syndicate: A Step-by-Step GuideA practical walkthrough for first-time syndicate leads: choosing a legal structure, accredited investor rules, setting carry, and the paperwork that keeps a deal-by-deal syndicate…
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Bridge Round Financing: Notes, SAFEs, and Extensions
Read article: Bridge Round Financing: Notes, SAFEs, and ExtensionsHow a bridge round differs from an extension round, when to use a convertible note versus a SAFE, and a worked example of how…
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How to Write an Investment Memo Investors Act On Fast
Read article: How to Write an Investment Memo Investors Act On FastAn investment memo template for syndicate leads: the sections to include, a worked return scenario example, and the mistakes that slow investors down.