This guide will walk you through the process of prompting investors to sign subscription documents 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 prompt investors to sign documents.
Step 2: Locate the SPV Investor Documents Table #
Once you’re on the deal page, you’ll need to locate the SPV Investor Documents table.
- Scroll down the deal page until you find the SPV Investor Documents table.
Step 3: Check the Status of Investor Documents #
Next, you’ll need to check the status of the investor documents.
- On the right-hand side of the screen, you’ll see columns labeled “sub docs” and “W-9 / W-8 status”.
- Investors with a status of “Done” under both columns have completed the documents.
- Investors missing a value under the “sub docs” column have not completed the documents.
Step 4: Locate the Investor #
With the investor’s name in hand, you’ll need to locate them in the cap table.
- Scroll up to the cap table.
- Find the row corresponding to the investor.
Step 5: Access the Remind Option #
Now, you’re ready to prompt the investor to sign the subscription documents.
- Scroll to the right on the investor’s row until you reach the column labeled “Action”.
- Click on “Action” to reveal the “Remind” option.
- Click on “Remind”. This will prompt the investor by email to sign the subscription documents.
Congratulations! You’ve now completed the steps to prompt investors to sign subscription documents 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.