Creating Your Entity Investment Profile

Getting Started: Creating Your Entity InvestmentProfile #

This guide will walk you through the process of setting up your investor profile.

Step 1: Create an Account #

Start by creating an account on Syndicately.

  1. Enter your full name, email, phone number, and create a password.
  2. Agree to the privacy policy.
  3. Click on “Create an Account”.

Step 2: Access the Profile Section #

Once you’re on the dashboard, you’ll need to access the profile section.

  1. Click on the “Profile” section on the dashboard.

Step 3: Create Investor Profile #

Next, you’ll need to create an investor profile.

  1. Click on “Create Investor Profile”.
  2. For the purpose of this guide, we’ll choose “Entity”.
  3. Enter your information, including date of birth and social security number.
    1. International investors will be able to fill in their TIN (Optional)

Step 4: Agree to Tax Document Electronic Delivery Authorization #

You’ll need to agree to the tax document electronic delivery authorization.

  1. Click on “Next” to agree to the tax document electronic delivery authorization.

Step 5: Link Your Bank Account #

Next, you’ll need to link your bank account.

  1. Click on “Link Bank Account” and follow the instructions in the pop-up module.

Step 6: Upload Identity Verification #

As a part of federal regulation, you’ll need to verify your identity. Please provide photos of a government-issued ID. Passports require a photo that includes the signature page. Other IDs require a photo of both the front and back.

  • Click on “Upload Identity Verification”.
  • If you’re using a state ID, you’ll need to upload a photo of the front and back. If you’re using a passport, you only need to upload one photo.
  • The maximum file upload size is 16MB and the format should be in JPG or PNG.
  • After uploading the necessary documents, click “Next”.

Step 7: Select Your Accredited Investor Qualification #

Next, you’ll be asked to indicate your Accredited Investor Qualification.

  • If you are not an accredited investor, please select “I am not an accredited investor”. Each SPV can accommodate up to 35 non-accredited investors.
  • After making your selection, click “Next”.

Step 8: Sign and Download the Form #

Next, you’ll need to sign the form.

  • Click “Start” at the top of the page.
  • Click “Sign” on the button.
  • Click “Finish”.

You’ll have the option to download the form.

  • Click on “Download” if you wish to save a copy of the form.

Step 9: Download the Form #

You’ll have the option to download the form.

  1. Click on “Download” if you wish to save a copy of the form.

Step 10: Finish the Process #

Finally, you’ll need to finish the process.

  1. Click on “Finish”.

Congratulations! You’ve now completed the steps to set up your investor profile. If you have any questions or need further assistance, please don’t hesitate to reach out to the investment manager.