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Getting Started - Managers

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

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

API Documentation

6
  • Entity Types
  • Investor Qualifications
  • Investments
  • SPVs
  • Profiles
  • Authentication
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Getting Started - Investors

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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