How Do I Send an Investor Update?

Investor updates are posts investors read in their portal, with an optional email linking to them. Find them under Messages > Investor Updates (Investor Updates).

Write an update

1. Click Write An Update.
2. Write a title and the body. Switch to Investor Preview to see how it looks.
3. Under Who's Reading?, choose the Audience: All Investors, Investors in One Investment, Investors on a Team, Investors with Tags (any or all of the tags), or Investors with a Relationship Status.
4. Click Save Draft. Only your team can see drafts.

Draft with AI

Click Write With AI, choose a Reporting period, add notes on what investors should know, and click Generate Draft. Review it, then click Use This Draft to replace your editor text. AI drafting may not be set up in every workspace.

Publish

1. Click Review & Publish.
2. Check the audience and Allowed Email Recipients.
3. Set the Post date. You can use an earlier date to add a past update; future scheduling is not available.
4. Leave Email investors a link to this update ticked to send email, or untick it to post to the portal only.
5. Confirm the checkbox and click Publish Update.

You can edit a published update with Save Changes. Corrections show in the portal, and investors don't get another email.

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.