The portal does not have a direct message feature for your sponsor. Contact your sponsor by email or phone for questions about your investment. For help using the portal, use the Support Assistant in the Help Center.
Who to ask
Ask your sponsor about:
- Amounts, payment dates, distributions, and capital calls.
- Tax figures on a K-1 or 1099.
- Why an application was rejected or changes were requested.
- Getting access to a section, account, or raise you cannot see.
- Wire instructions. Always confirm them through a phone number you already trust.
Ask the Support Assistant about:
- How to find or do something in the portal.
- Sign-in, passkeys, and security settings.
- Error messages.
Use the Support Assistant
- Open Help Center from the menu.
- Choose Ask the support assistant.
- Type Your Question. Answers come from the Help Center articles.
- If you are still stuck, choose Still stuck? Contact Support to pass your question to Syndelo Support.
Good to know
- Syndelo runs the software. It does not manage your investment and cannot change your records, amounts, or tax forms.
- When your sponsor requests changes on an application, you can reply in the Response to Your Sponsor box on the Review step.
- Updates from your sponsor are under Updates.
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