How Do I Create a Raise?

The quickest way is to create the raise along with the investment, either from your offering documents, by hand, or by copying a previous investment. See How Do I Create an Investment?. To add a raise to an existing investment, open the investment, go to its Raise tab, and click Create Raise. The raise starts as a private draft so you can finish setup before investors see it.

Steps

1. Open the investment from Investments and click the Raise tab.
2. Click Create Raise (or Start Another Raise if one already exists).
3. Fill in the money terms:
   • Raise Name
   • Fundraising Target (USD) and Minimum Investment (USD)
   • Who Can Invest?: Mostly Accredited, No Public Advertising (506(b)) suits raising from people you already know and allows up to 35 non-accredited investors. Verified Accredited Only, Advertising Allowed (506(c)) lets you publish a public page, but every investor's accreditation must be verified.
   • Target Close Date, or check Open-Ended. A debt fund starts open-ended.
4. If you've run a raise before, Copy Setup From starts with your latest raise selected. It reuses that raise's questions, application rules, investor steps, confidentiality terms, audience, and subscription documents. Money terms and page content start empty. Choose Start Fresh to skip it.
5. Click Create Draft Raise.

What Syndelo sets for you

• The raise is private and visible only in the investor portal until you change its audience.
• Investors confirm their saved account details when they apply.
• The maximum raise matches your target. Until you set your own, it rises with the target if you raise it.
• Defaults follow the kind of investment. A debt fund has no end date and pays interest monthly, and its subscription agreement doesn't need a sponsor countersignature. An equity fund pays quarterly. A single deal keeps the standard steps. Target returns like IRR, multiple and yield are never filled in for you.

Where the rest lives

• The investment summary and legal issuer are right on the Setup tab. Headline numbers (like target IRR and hold period) and highlights are on the Deal Page tab. See How Do I Set Up the Deal Page and Raise Documents?. Raise cards show the first few sentences of the summary.
• Who can see the raise is under Who Can See This Raise on the Deal Page tab. See How Do I Control Who Can See a Raise?.
• The questions investors answer are on the Setup tab under Investor Questionnaire. See How Do I Set Up the Questionnaire and Investor Steps?.
• Have an offering memo? Start the investment from it with Start From Your Documents, or fill in an existing draft raise from it. See How Do I Fill a Raise From My Offering Memo?.

Good to know

• Ask your lawyer to review the offer before you open it.
• To change the money terms later, open the raise and choose Raise Settings, then Edit Raise Terms.
• Use Preview on the raise to see what investors will see.

Next, work through the raise's Setup tab, then click Review & Open. See How Do I Open a Raise?.

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.