How Do I Fill a Raise From My Offering Memo?

If you already have a PPM or offering memorandum, Syndelo can read it and suggest the raise details for you. You check each suggestion and keep only what's right. Nothing changes until you apply it.

Setting up a new deal or fund? Start there instead: in Add an Investment, choose Start From Your Documents to fill in the investment, its legal entity, classes, and draft raise from your PPM, operating agreement, or deck in one step. See How Do I Create an Investment?. The steps below are for a draft raise that already exists.

Steps

1. Open a draft raise and go to the Setup tab.
2. In Start From Your Offering Memo, choose your PDF (up to 20 MB). Longer documents can take a minute to read.
3. Review Suggestions From Your Memo. Syndelo may suggest:
   • Fundraising Target and Minimum Investment
   • Who Can Invest (506(b) or 506(c))
   • Target Close Date
   • Headline numbers: Target IRR, Equity Multiple, Average Cash Yield, Preferred Return, Hold Period, and Payout Frequency
   • An Investment Summary and Highlights
4. Check each value against the document. Uncheck anything that's wrong or that you'd rather write yourself.
5. If the memo names the issuing company, leave Also Use as the Investment's Legal Issuer checked to set it as the legal issuer, or uncheck it.
6. Leave Also Share This File With Investors checked to add the memo to the raise's shared files, or uncheck it.
7. Click Apply Selected.

Good to know

• Syndelo only suggests what the document states. Anything it can't find is left out, and dates already in the past are skipped.
• The legal issuer only changes if you keep Also Use as the Investment's Legal Issuer checked. If your workspace already has a company with that legal name, Syndelo uses it instead of adding a copy.
• Review the Deal Page before you open the raise. You're responsible for what investors see.
• The panel only appears on draft raises, and only when AI help is available for your workspace. Without it, fill in the raise by hand.
• Related: How Do I Create a Raise?, How Do I Set Up the Deal Page and Raise Documents?.

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.