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How Do I Use an Investor's Profile Page?

For SponsorsBy Syndelo

Explains what is on an investor's page and how to add notes, tasks, calls, meetings, and edits.

Click any name on the Investors page to open that investor’s profile. It shows their details, activity, capital, accounts, and documents in one place.

Actions at the top

  • Add Note: write a conversation, preference, or next step, then click Add Note.
  • Send Email (envelope icon): email this person. It is only available if they have an email address.
  • Add Task (checklist icon): enter a Task, optional Details, Due Date, Priority, and Assign To, then click Add Task.
  • More Actions: Log Call or Meeting, Edit Profile, and Export Messages (a CSV of this person’s communication).

Log a call or meeting

  1. Click More Actions, then Log Call or Meeting.
  2. Choose Call or Meeting, and enter a Subject, date and time, and Length in Minutes.
  3. Set Status to Planned, Completed, or Canceled.
  4. Optionally add Who Took Part?, Team Notes, and Result and Next Steps.
  5. Click Save Activity.

Logged calls and meetings are for your staff only. If you edit one later, you must give a reason for the change, and past versions are kept.

Activity

The Activity panel lists notes, tasks, emails, documents, and investment milestones. Use the tabs to filter: All Activity, Notes, Calls, Meetings, Tasks, Emails, and Documents. Logged emails can be answered with Reply or Reply All.

Edit details

Click the pencil next to a field in Relationship, Tags & Teams, or Investor Profile Fields to edit it in place. Relationship fields include Relationship Status, About, Job Title, phone numbers, Preferred Contact Method, Future Capital Pledge, Lead Source, Referred By, and Investment Interests. For everything else, use More Actions then Edit Profile.

Other sections

  • People, Households & Companies: links to related people and accounts. See How Do I Link Related Investors and Households?
  • Investing Accounts: the legal owners of investments. Click Add Account to add one.
  • Account Statements & Documents: files shared with this investor’s accounts.
  • Opportunities, Capital, and Active Investments: their fundraising and investment activity.

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.

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More in Investors & CRM

How Do I Add an Investor?How Do I Get Prospects From My Website Into the Fundraising Pipeline?How Do I Update Many Investors at Once?How Do I Change an Investor's Email Address?How Do I Connect My Mailbox and Log Emails?How Do I Use Teams to Group Investors?