Upload Docs to Data Room

This guide will walk you through the process of uploading documents to the deal room 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 for which you want to upload documents.

Step 2: Access the Deal Room #

Once you’re on the deal page, you’ll need to locate the “View Deal Room” button.

  1. At the top of the page, find the “View Deal Room” button.
  2. Click on this button to access the deal room.

Step 3: Upload Document #

In the deal room, you can start the process of uploading a document.

  1. Click on the “Upload Document” button.
  2. You have several options of documents to upload which include:
  • Purchase Agreement
  • External Google Drive link
  • K1
  • Pitch Deck
  • Founder Memo / Follow on Note
  • Form D

Step 4: Provide Document Details #

Once you select a document option, you can provide the necessary details.

  1. Name the document.
  2. Provide a document description.
  3. Select whether you want the document to be visible to investors.

Step 5: Upload the Document #

Now, you’re ready to upload the document.

  1. Click on the “Upload” button to upload the document to the data room.

Step 6: Review Uploaded Documents #

You can review any documents you have uploaded.

  1. Find the document title in the table.
  2. Click on the document title to review the document.

Congratulations! You’ve now completed the steps to upload documents to the deal room 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.