Open Updates from the portal menu to read every update your sponsor has published. The latest ones also appear under From Your Sponsor on your Home page.
Your sponsor controls whether updates are shown in the portal.
Read updates
- Open Updates.
- Choose an update to read it in full.
Updates about one investment may also appear on that investment's Updates tab.
Turn update emails on or off
At the bottom of Updates, check or uncheck Email Me Investor Updates. You can always read updates in the portal either way.
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