The Company Profile is where you enter your company once. It's on the General page of Settings, below Organization. You need permission to edit workspace settings to change it. Everyone on your team can read it.
Edit the Profile
- Open Settings. General opens first.
- On Company Profile, choose Complete Profile, or Edit Profile once it's complete.
- Fill in the fields below.
- Choose Save Profile.
Syndelo may fill in a few blank fields from your account, such as your website from your email address. A note in the window tells you which ones. Check them before you save.
The Fields
- Legal Name: exactly as registered with the state, for example Northline Capital LLC.
- Display Name (DBA): what investors see in the portal and emails. This is the same name as Organization Name, so changing one changes the other.
- Entity Type: LLC, LP, LLP, General Partnership, Corporation, Trust, or Other.
- Formation State: the state where the company was formed.
- EIN: nine digits. It's stored encrypted and used only for payment setup. Syndelo shows only the last four digits. Leave it blank to keep the saved one.
- Street Address, Suite or Unit, City, State, and ZIP Code.
- Phone and Website.
- What Your Company Does: one or two sentences for the investor portal and payment setup.
Under Investor Portal About Card:
- Investor Contact Email
- Assets Under Management
- Team Size
- Offices
Where It's Used
- Billing: the billing name and address start from your profile. If your address or legal name is blank, saving billing details fills it in.
- Payment setup: your business details for ACH setup. See How Do I Set Up and Verify Our Moov Account?
- Legal entities: suggested issuer and manager entities. See How Do I Link the Legal Issuer and Manager to an Investment?
- Funding instructions: the beneficiary name and address on wire instructions. See How Do I Set Up Funding Instructions for Investors?
- Investor portal: the About card on the portal home. Leave a field blank to hide it. See How Do I Control What Investors See in the Portal?
The Assets Under Management here is for your About card. Plan limits use a separate reported figure in Billing Details. See How Do I Change My Plan or Billing Details?
Each workspace has its own company profile. Changes are recorded in Change History.
Try It With Sample Data
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.
Try The Live Demo