Use Co-Sponsor Access on the Team page to share one deal and selected investors with a co-sponsor. They see a separate Shared Deals page, not your workspace, and access ends within 90 days.
Before you start
- The co-sponsor must already be added to the deal.
- You need permission to manage the team and to manage raises.
Invite a co-sponsor
- Open Settings and choose Team.
- Under Co-Sponsor Access, choose Invite Co-Sponsor.
- Enter the Recipient Email.
- Choose the Deal and the Co-Sponsor.
- Under Shared Investor Relationships, pick the investors to share (up to 100).
- Decide whether to check Share Individual Account Names and Pledge Amounts. When it is off, only combined totals are shared.
- Choose a Duration: 7, 30, 60, or 90 days.
- Enter a Reason for Sharing, confirm your identity, and choose Create Scoped Grant.
The co-sponsor gets a secure signup link. People who already have a login can use it. This does not make them a workspace member.
End access early
Find the grant under Co-Sponsor Access, end it, and enter a reason. The co-sponsor loses that grant immediately, including future downloads.
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.
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