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Getting Started - Managers

9

Share a Deal with Your Private Network
Setting Up a SPV
Requesting a Manager Profile
Inviting Investors to a Deal
Creating a Custom Portal
Create Your Team
Add Partner to a Custom Portal
Add a Portfolio Company to a Custom Portal
Create Your Account

SPV Management

8

Upload Docs to Data Room
Remove Investor From Deal
Prompt Investors to Sign Subscription Docs
Invite Founder
Initiate SPV Close
Edit SPV
Adjust Investor Deal Terms
Closing a Deal

API Documentation

6

Entity Types
Investor Qualifications
Investments
SPVs
Profiles
Authentication

Getting Started - Investors

6

Creating Different Investment Profile
Receiving Your Syndicately Invitation Email
Creating a Joint Investment Profile
Creating a Trust Investment Profile
Creating Your Individual Investment Profile
Creating Your Entity Investment Profile

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Docs
API Documentation

API Documentation

Entity Types
Investor Qualifications
Investments
SPVs
Profiles
Authentication

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