How Do I Set Up the Deal Room and Raise Documents?

Open the investment and click its Deal Room tab. There you edit the content investors read and upload the documents they can download.

Deal Room Content

1. In Deal Room Content, click Edit Content.
2. Write the Investment Summary. Raise cards and listings show its first few sentences, so there's no separate short summary to write.
3. Under Headline Numbers, fill in any of Target IRR, Equity Multiple, Average Cash Yield, Preferred Return, Hold Period (Years), and Payout Frequency. Investors see these marked as estimates. Leave one blank to hide it.
4. Under Highlights, add up to 8 short bullet points.
5. Under More Numbers, add any other label and value rows (up to 20), such as "Units: 40".
6. Add Links (up to 10).
7. Paste a Video (YouTube or Vimeo Link). Only YouTube and Vimeo links work.
8. Click Save Content.

Have an offering memo? Syndelo can suggest the summary, headline numbers, and highlights from it. See How Do I Fill a Raise From My Offering Memo?.

Offering Facts

Offering Facts are the details investors use to compare offerings. Click Edit Facts and fill in any of:

• Strategy: Core, Core Plus, Value-Add, Opportunistic, Development, or Debt. Investors see a plain explanation of each.
• Property Types: until you choose, the investment's asset classes are used.
• Geographic Focus, such as Sun Belt, and Target Markets, such as Phoenix, Austin (separated by commas, up to 12).
• Target Leverage (Loan-to-Value) and Lockup Period (Months). Enter 0 months if investors can ask to withdraw at any time.

Investors see these under Key Information on the raise page. Blank facts are hidden. The fundraising target, minimum and target close date come from the raise settings.

Raise Documents

1. In Raise Documents, click Upload Document.
2. Enter a Document Title, such as Private Placement Memorandum.
3. Choose a Type: Raise Materials, Legal, Report, or Other.
4. Under Who Can See This File? keep Everyone Who Can See This Raise, or choose Only Specific Investors and pick them.
5. Choose the file and upload it.

You can group documents into folders, such as Legal or Financials, using the folder field in the list. Click Remove to take a document down.

Investors who can see the raise can preview and download these documents, one at a time or all together with Download All. Each view and download is recorded. See investor views and downloads under Document Activity on the investment's Deal Room tab.

Share a File With Specific Investors

Use Only Specific Investors for a side letter or any file meant for one investor. Only the investors you choose can see it, and only while they can see the raise. Everyone else never sees the file, and it isn't in their Download All. Investors it's shared with see it marked Shared With You.

To change who can see a file later, click its entry in the Shared With column. Files that were part of a raise when it was published keep the audience they were published with. Upload a new file instead.

Photos and Videos

The Photos & Videos panel shows the investment's gallery. Click Manage Photos to edit it on the investment. See How Do I Add Photos and Videos to an Investment?.

Confidentiality Agreement

To require an NDA before investors view documents, see How Do I Control Who Can See a Raise?.