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How Do I Add an Investor?

For SponsorsBy Syndelo

Explains how to add a new investor or prospect to your directory.

Go to Investors and click Add Investor. Fill in the form and click Add Investor to save.

Steps

  1. Open Investors.
  2. Click Add Investor.
  3. Under Contact Details, enter First Name and Last Name (required). Add Email Address, Phone Number, Investor Type, and Company, Trust, or Account Name if you have them.
  4. Optionally fill in Mailing Address, Tax and Identity (date of birth, gender, SSN or EIN), and Relationship (relationship status, investment interests, profile notes).
  5. Fill in any custom fields your workspace uses. Fields marked with an asterisk are required.
  6. Click Add Investor. The investor’s page opens.

New contacts start as Prospect unless you choose another relationship status. Identity details are encrypted.

Good to know

  • Adding an investor does not send a portal invitation. See How Do I Invite Investors to the Portal?
  • Adding an investor does not link them to an investment. Record their pledge when you’re ready.
  • To add an investing account (the individual, trust, or entity that owns the investment), open the investor and click Add Account in Investing Accounts. Enter the Legal Account Name and Ownership Type.
  • To add many people at once, import a CSV or Excel file. See How Do I Import Investors and Historical Data?

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.

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Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.

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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?