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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

Home
Docs
SPV Management

SPV Management

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

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