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Create a Deal Page
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Getting Started - Investors
Getting Started - Managers
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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
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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
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API Documentation
6
Entity Types
Investor Qualifications
Investments
SPVs
Profiles
Authentication
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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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