Click Investor View at the bottom of the sidebar to open the investor portal. Click Sponsor Workspace in the same spot to go back.
What the investor view shows
The investor portal has its own menu: Home, Investments, Documents, Updates, and Account. This is the layout your investors use when they sign in.
Some portal sections can be hidden for your workspace in Settings under Portal. Hidden sections do not appear in the investor view.
Who can switch
Team members can switch views. People who only have investor access go straight to the portal and do not see the sponsor workspace.
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