Share a Deal with Your Private Network

This guide will walk you through the process of sharing a deal with your private network on the Syndicately platform.

Step 1: Navigate to the Deal Page #

Start by navigating to the deal page.

  1. Log in to your Syndicately account.
  2. On the dashboard, find and click on the deal you want to share.

Step 2: Click on “Invite Investor” Button #

Once you’re on the deal page, you’ll find the “Invite Investor” button.

  1. Locate the “Invite Investor” button on the deal page.
  2. Click on this button.

Step 3: Copy the Deal Link #

Clicking on the “Invite Investor” button will allow you to copy the deal link.

  1. A pop-up window will appear with the deal link.
  2. Click on the “Copy Link” button to copy the deal link.

Step 4: Share the Deal Link #

Now, you’re ready to share the deal link with your private network.

  1. Paste the copied link into an email, a private message, or any other form of private network communication.
  2. Send the message to share the deal.

Congratulations! You’ve now completed the steps to share a deal with your private network on Syndicately. We look forward to helping you manage your investments more effectively. If you have any questions or need further assistance, please don’t hesitate to reach out to our support team.