The left sidebar holds every main section of your workspace. Sections with a small arrow open to show more pages.
Sidebar sections
- Overview: your home page, including the setup guide for new workspaces.
- Investors: your investor directory (CRM) of prospects and investors.
- Investments: All Investments, Fundraising Stages (your fundraising pipeline), and Investor Loans.
- Money: Payments & Payouts, Bank Transfers (ACH), All Payouts, Funding Sources, and Reports & Statements.
- Documents: Document Library and Sign Forms & Templates.
- Messages: Investor Updates, Email Campaigns, and Email Log.
- Filing Checks: compliance and filing checks.
- Settings: Workspace Settings and Import Data.
Top bar
- Search workspace: find investors, investments, documents, and more. See How Do I Search My Workspace?
- The bell icon opens Notifications. See How Do Notifications Work?
Bottom of the sidebar
- Investor View opens the investor portal so you can see what investors see.
- Your name opens My Profile. The icon next to it signs you out.
Top of the sidebar
Your workspace name is at the top. Click it to switch workspaces. See How Do I Switch or Create Workspaces?
On a phone, tap the menu icon at the top left to open the sidebar.
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