This guide will walk you through the process of editing Special Purpose Vehicle (SPV) details on the Syndicately platform.
Step 1: Navigate to the Deal Page #
Start by navigating to the deal page.
- Log in to your Syndicately account.
- On the dashboard, find and click on the deal for which you want to edit the SPV details.
Step 2: Access the Edit Option #
Once you’re on the deal page, you’ll need to locate the “Edit” button.
- On the right side of the screen, find the “Edit” button.
- Click on this button to access the SPV details.
Step 3: Modify SPV Details #
Now, you’re ready to modify the SPV details.
- You can access and modify the following details:
- Accepting Subscription Docs (Yes/No)
- Enforce investment limit (Yes/No)
- Manager pays the SPV fees (Yes/No)
- SPV Target Value
- Target Close Date
- Investment Minimum
- Investment Maximum
Step 4: Save Changes #
After you’ve made the necessary adjustments, you can save the changes.
- Click on the “Save” button to commit your changes.
Congratulations! You’ve now completed the steps to edit SPV details 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.