Remove Investor From Deal

This guide will walk you through the process of removing an investor from a deal 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 from which you want to remove an investor.

Step 2: Locate the Cap Table #

Once you’re on the deal page, you’ll need to locate the cap table.

  1. Scroll down the deal page until you find the cap table.

Step 3: Find the Investor #

Next, you’ll need to locate the investor whom you want to remove from the deal.

  1. In the cap table, find the row corresponding to the investor.

Step 4: Access the Remove Option #

Now, you’re ready to access the remove option.

  1. Scroll to the right on the investor’s row until you reach the column labeled “Action”.
  2. Click on “Action” to reveal the “Remove” option.
  3. Click on “Remove”.

Step 5: Confirm the Removal #

Finally, you’ll need to confirm the removal of the investor.

  1. Accept the warning message that appears.
  2. Click on “Remove” again to confirm.

Congratulations! You’ve now completed the steps to remove an investor from a deal 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.