How Do I Reserve a Place or Show Interest in a Raise?

For InvestorsBy Syndelo

How to reserve an amount in an upcoming raise or show non-binding interest in an open one.

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

  1. Open Opportunities and choose a raise. Upcoming raises are on the Upcoming tab.
  2. Choose Reserve a Place (upcoming) or Indicate Interest (open).
  3. Choose the Investing Account and, if offered, the Class.
  4. Enter Amount You Plan to Invest or Potential Investment.
  5. 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.

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