On an upcoming raise, choose Reserve a Place. On an open raise you are not ready to apply to, choose Indicate Interest. Both are non-binding.
Steps
- Open Opportunities and choose a raise. Upcoming raises are on the Upcoming tab.
- Choose Reserve a Place (upcoming) or Indicate Interest (open).
- Choose the Investing Account and, if offered, the Class.
- Enter Amount You Plan to Invest or Potential Investment.
- Check the box confirming it is not binding and not a subscription, then save.
After you reserve
- When the raise opens, you get an email and Home shows "Your reserved raise is open" with Invest Now.
- Your reservation fills in your application. You still need to complete and submit it.
Good to know
- A reservation or interest does not hold a place, sign forms, or move money.
- Use Update Reservation or Update Interest to change the amount, or Withdraw to remove it.
- A reservation may have an expiration date, shown next to the amount.
- Only accounts you can invest for appear in the list.
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