Open Investments, then My Investments, from the portal menu. You see your pledges, settled capital, and payouts across your holdings. Choose an investment to see its details.
Your sponsor controls which sections of the portal are switched on. If a section is missing or says it is not shared, contact your sponsor.
The home page
Home shows:
- Needs Your Attention: applications to finish, forms to sign, and capital calls with money still owed.
- Recent Documents: the latest files your sponsor shared.
- From Your Sponsor: the latest updates.
An investment's page
Choose an investment from My Investments to see:
- My Pledge, Payments In, Current Value, and Payouts totals.
- Your Positions: what you committed and how much capital has settled, for each investing account.
- Capital Calls: capital calls, your share, and due dates.
- Payment Activity: money in and payouts, with status and date.
Depending on what your sponsor shares, you may also see tabs for Updates, Assets, and Documents, and a Posted Transactions list.
If you still owe money on a pledge or capital call, choose How to Fund or Fund Now. See How Do I Send Money for My Investment?
More than one investing account
If you invest through more than one account, such as yourself and a trust, use the account picker at the top of the page to filter by account.
All payment activity
Activity in the Account menu lists every payment and payout across your investments.
Funds
If your sponsor runs a fund, Funds under Investments shows the units you hold. From a fund's page you can choose Request Subscription or, for funds that allow it, Request to Cash Out.
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