Syndelo Help Center
Step-by-step answers for real estate sponsors and their investors: setting up investments and raises, investor onboarding, capital calls, distributions, documents, K-1s, and the investor portal.
Getting Started 14 Articles
- How Do I Check Imported Starting Balances Against My Old System?
- What Is the Demo or Sandbox Workspace?
- How Do I Import Investors and Historical Data?
- How Do I See What My Investors See?
- How Do I Find My Way Around the Workspace?
- How Do Notifications Work?
- What Do the Numbers on My Overview Page Mean?
- How Do I Search My Workspace?
- How Do I Set Up My Workspace With AI?
- How Do I Sign Up for Syndelo as a Sponsor?
- How Do I Switch or Create Workspaces?
- What Is Syndelo?
- Where Do I Find Help in Syndelo?
- How Do I Use the Setup Guide?
Investor Portal 32 Articles
- How Do I Manage Statements, Beneficiaries, and Tax Forms?
- How Do I Keep My Investor Account Secure?
- How Do I Add or Change My Bank Account?
- How Do I Add Someone Who Can Act for My Account?
- What Does My Application Status Mean?
- How Do I Sell, Transfer, or Cash Out My Position?
- Why Do I Need to Confirm My Account's Legal Details?
- How Do I Ask My Sponsor a Question?
- How Do I Create My Investor Profile?
- When Will I Get Paid, and Where Is My Distribution History?
- Where Do I Find My K-1 and Tax Documents?
- How Do I Invest in an Opportunity?
- How Do I Invest Through an LLC, Trust, IRA, or Joint Account?
- How Does the Waitlist Work?
- What Notifications and Emails Will I Get?
- What Do My Payment Statuses Mean?
- How Do I Choose Whether to Reinvest My Payouts?
- How Do I Reserve a Place or Show Interest in a Raise?
- How Do I Respond to a Capital Call?
- How Do I Respond When My Sponsor Requests Changes?
- How Do I Reuse My Answers From a Past Application?
- Why Does a Portal Page Say It Is Not Shared?
- How Do I Send Money for My Investment?
- How Do I Sign My Agreements?
- How Do I Sign In or Reset My Password?
- How Do I Switch Between My Investing Accounts or Sponsors?
- How Do I Update My Address, Phone, or Tax ID?
- Where Do I See Updates From My Sponsor?
- How Do I Verify I'm an Accredited Investor?
- Where Can I See My Investments?
- Why Can't I Invest in a Raise?
- How Do I Withdraw My Application?
Investments & Raises 30 Articles
- How Do I Add Properties or Assets to an Investment?
- How Do I See an Application's Answer and Review History?
- How Do I Archive or Reopen an Investment?
- How Do I Record Occupancy, NOI, or Valuation for a Property?
- How Do I Close or Cancel a Raise?
- Which Investment Type Should I Choose?
- How Do Closings Work?
- How Do I Create a Raise?
- How Do I Create an Investment?
- How Do I Set Up the Deal Page and Raise Documents?
- How Do I Cancel or Reject an Investor's Application?
- How Do I Track Form D and Blue Sky Filings?
- How Do I Fill a Raise From My Offering Memo?
- What Is on an Investment Page?
- How Do I Add Photos and Videos to an Investment?
- How Do I Transfer an Investor's Position?
- How Do I Link the Legal Issuer and Manager to an Investment?
- How Do I Record an Offline Pledge or Change a Pledge?
- How Do I Open a Raise or Publish an Offering Page?
- How Do I Set an Investment's Legal Name, Asset Classes, and Regulations?
- How Do I Publish a Track Record?
- How Do I Set Up the Questionnaire and Investor Steps?
- How Do I See Where My Investors Came From?
- How Do I Control Who Can See a Raise?
- How Do I Manage the Maximum Raise and the Waitlist?
- What Do the Numbers on the Raise Dashboard Mean?
- How Do I See Which Investors Viewed or Showed Interest in a Raise?
- What Is on the Raise Setup Checklist?
- How Do I Review and Approve Investor Applications?
- How Do I Add Share Classes or Note Terms?
Investors & CRM 35 Articles
- How Do I Add an Investor?
- How Do I Get Prospects From My Website Into the Fundraising Pipeline?
- How Do I Update Many Investors at Once?
- How Do I Change an Investor's Email Address?
- How Do I Connect My Mailbox and Log Emails?
- How Do I Use Teams to Group Investors?
- How Do I Add Custom Fields to Investor Profiles?
- Can I Delete or Merge an Investor?
- How Do I Edit a Logged Call or Meeting?
- How Do I Send an Email Campaign?
- How Do I Handle a Bounced or Failed Email?
- How Do I See Which Emails Were Sent?
- How Do I Use Email Templates?
- How Do I Filter, Save Views, and Export the Investor List?
- How Do I Track Prospects in the Fundraising Pipeline?
- What Are Follow-Up Signals on an Investor's Page?
- How Do I Use an Investor's Profile Page?
- How Do I Link Related Investors and Households?
- How Do I Let New Investors Sign Up Themselves?
- What Do the Warnings on an Investor Mean?
- How Do I Invite Investors to the Portal?
- How Do I Edit, Reopen, or Delete an Opportunity?
- How Do I Change the Campaign Source on an Opportunity?
- How Do I Customize Fundraising Pipeline Stages?
- What Do Portal Status and Relationship Status Mean?
- How Do I Control What Investors See in the Portal?
- How Do I Add, Edit, or Delete a Note on an Investor?
- How Do I Group Investors by Relationship Team?
- How Do I Reply to an Investor's Email?
- How Do I Approve a Representative Request?
- How Do I Email One Investor?
- How Do I Add Statement Recipients or Beneficiaries for an Investor?
- How Do I Suggest Answers on an Investor's Application?
- How Do I Tag Investors?
- How Do I Create and Complete Tasks?
Capital & Payments 29 Articles
- How Do I Reconcile the Bank and Close the Books?
- How Do I Set ACH Contract Limits?
- What Do ACH Transfer Statuses Mean?
- How Do I Set a Cash Controls Policy?
- How Do Investors Reinvest Their Payouts?
- How Do I Manage Fund Subscriptions and Cash-Out Requests?
- What Are Funding Sources?
- How Do I Manage Investor Loans and Promissory Notes?
- How Do I Issue a Capital Call?
- How Do I Track Loans a Debt Fund Makes to Borrowers?
- How Do I Track, Close, or Cancel a Capital Call?
- How Do I Set Up and Verify Our Moov Account?
- What Are Legal Profile Reviews for Moov Accounts?
- How Do I Create a NACHA File?
- How Do I Track Fees Owed to a Co-Sponsor or Partner?
- How Do I Schedule Recurring Payouts?
- How Do I Record a Refund to an Investor Who Is Leaving?
- How Do I Record a Payment From an Investor?
- How Do I Resolve Payment Issues Before Closing the Books?
- How Do I Review an Investor's Bank Instruction Change?
- How Do I Run a Distribution?
- How Do I Schedule Accrual Book Entries?
- How Do I Send Payouts by ACH?
- How Do I Set a Unit Value (NAV) for a Fund?
- How Do I Set Up Funding Instructions for Investors?
- How Do I Add a Settlement Bank Account?
- What Do I Do With Money Not Yet Assigned to an Investor?
- How Do I View an Investment's Positions and Cap Table?
- How Do I Set Up a Waterfall and Return Terms?
Signing 6 Articles
Documents & Reporting 10 Articles
- How Do I Send Investor Statements?
- How Do I Approve or Cancel a Permanent Deletion Request?
- How Do I Keep or Permanently Delete Files?
- How Do I Upload and Share Documents?
- How Do I Read Investor Performance (DPI, TVPI, XIRR)?
- How Do I Send an Investor Update?
- Which Files Can I Preview, and Why Won't a Document Open?
- How Do I Run and Schedule Reports?
- How Do I Send K-1s and 1099s?
- How Do I Export All My Workspace Data?
Compliance & Tax 6 Articles
Settings & Account 23 Articles
- What Are Approval Rules?
- How Do I See Who Changed Something?
- Why Am I Asked to Confirm My Identity?
- How Do I Connect an AI Assistant Like Claude?
- How Do I Give a Team Member Access to Another Workspace?
- How Do I Change My Email, Password, or Profile?
- How Do I Change My Logo and Brand Colors?
- How Do I Change My Organization Name or Timezone?
- How Do I Change My Plan or Billing Details?
- How Do I Connect a Custom Domain?
- How Do I Create an API Key?
- How Do I Edit the Emails Syndelo Sends Automatically?
- How Do I Give an Investor Login Access to an Investing Account?
- How Do I Invite a Team Member?
- How Do I Limit a Team Member to Specific Records?
- How Do I Set Up Two-Factor Authentication and Passkeys?
- How Do I Share a Deal With a Co-Sponsor?
- How Do I Remove a Team Member?
- How Do I Sign Out, and What Signs Me Out of Other Devices?
- How Do I Transfer Ownership of a Workspace?
- How Do I Verify My Email Address?
- What Roles and Permissions Are Available?
- Who Do Syndelo's Emails Come From and Where Do Replies Go?
Troubleshooting 14 Articles
- Why Is My Payment or Service Agreement Stuck?
- Why Does an Approval Ask for My Password and a Code?
- I'm Locked Out of Two-Factor Sign-In. What Do I Do?
- Why Do I See "Plan Limit Has Been Reached"?
- What Does the Removed Bank Connections Panel Mean?
- Why Can't I Download a Report From My Email Link?
- Why Does a Page Say I Don't Have Access?
- I Didn't Get an Email From Syndelo. What Should I Do?
- Why Was My File Upload Rejected?
- Why Can't I Open or Announce My Raise?
- Why Can't I Publish My K-1 or 1099 Batch?
- Why Can't I See a Setting or Button?
- Why Did an ACH Transfer Fail or Get Returned?
- Why Is My Workspace Paused or Read Only?
See It in the Product
Every article describes a screen in Syndelo. Open the sample-data demo as a sponsor or as an investor and follow along.