Which Investment Type Should I Choose?

Pick Single Deal / Syndication for one property, project, or business; Debt Fund to pool investor money to make or buy loans; and Equity Fund to pool money to buy and manage a group of investments. The type decides the words, tabs, and setup questions you see.

Steps

1. Click to add an investment. In the Add an Investment window, choose Enter Details Manually to see What Are You Setting Up? If you start from your documents, Syndelo suggests the type for you, and if you copy a previous investment, the copy keeps its type.
2. Choose one of the three cards. If you're unsure, click Not Sure Which Fits? Help Me Choose:
   • 1. Are You Setting Up One Deal or a Pool of Investments? Pick One Property, Project, or Business or A Fund That Owns Investments or Makes Loans.
   • If you pick a fund, answer 2. What Will the Investment Primarily Do?: Own Properties, Projects, or Businesses or Make or Acquire Loans.
   • Review the Suggested fit and click the Use ... button to select it.
3. Fill in the questions for that type and click Create Deal or Create Fund.

What Each Type Gives You

| Type | Classes Are Called | Default Tabs | |---|---|---| | Single Deal / Syndication | Share Classes | Overview, Raise, Investors, Property, Capital Calls, Payouts, Photos | | Debt Fund | Note Terms | Overview, Raise, Investors, Loans, Investor Loans, Interest Payments, Photos | | Equity Fund | Share Classes | Overview, Raise, Investors, Assets, Capital Calls, Payouts, Photos |

Good to know

• A Debt Fund asks What Investors Get: one or more classes, each with a Class Name, optional Minimum Investment, and an Annual Interest Rate. Use Add Class for each rate you pay. It also asks How Long Do Notes Run? (No Fixed Term (Open-Ended) or Fixed Term with Term (Months)).
• Under Legal Details (Optional) you can set the Legal Entity type and, for funds, Can Investors Join and Leave Over Time? (Yes, Anytime (Evergreen), Yes, on Set Dates (Open-Ended), or No, One Fixed Raise (Closed)). Debt funds default to evergreen; equity funds default to closed.
• Tabs outside a type's defaults still appear if they already hold records, so nothing becomes unreachable.
• After creating, finish the setup checklist. See How Do I Create an Investment? and Share Classes and Note Terms.

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.