How Do I Track Prospects in the Fundraising Pipeline?

The fundraising pipeline shows every prospective investor in a raise, grouped by stage. Open it from Investments then Fundraising Stages.

Each card is an opportunity: one investor’s potential investment in one raise. You need at least one raise to use the pipeline. Start one from an investment’s Raise tab.

View the pipeline

1. Choose a raise from the Raise menu.
2. Switch between Board (cards in stage columns) and Grid (a sortable table).
3. On the board, use Search to find someone by name or email.

Each card shows the amount, labeled Committed or Expected, plus any warnings.

Add an opportunity

1. Click New Opportunity.
2. Choose the Raise and the Primary contact.
3. Optionally choose an Investing Account, enter an Expected Pledge, choose an Owner and Co-Sponsor, and add a name, description, tags, additional people, or a referral.
4. Click Add Opportunity.

You can also click Add in the Opportunities panel on an investor’s profile. Syndelo also adds opportunities automatically when investors show interest, reserve, or subscribe. To let prospects sign up from your website, see How Do I Get Prospects From My Website Into the Fundraising Pipeline?

Linking an investing account lets Syndelo move the prospect through stages as they apply, sign, and pay. The owner is notified when the opportunity commits or funds.

Move an opportunity

• On the board, drag the card to another stage, or use its Move to… menu.
• In the grid, check opportunities and click Change Stage. Selection Actions also lets you add or remove tags and export.

Click an opportunity’s name to open its details.

To change the stages, click Edit Pipelines. See How Do I Customize Fundraising Pipeline Stages?

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.