Use Record Pledge Made Offline for investors who signed on paper or before you used Syndelo. Use Pledge Changes to record a signed amendment or release.
Record a pledge made offline
- Open the investment's Overview tab.
- In the Capitalization panel (or Investors and Their Notes), click Record Pledge Made Offline.
- Choose the Investing Account and the Share Class (or Note Term).
- Enter the Committed Amount (USD) and Acceptance Date.
- Check I Confirm This Pledge Was Signed and Accepted Outside Syndelo.
- Click Save.
Most pledges arrive through a raise, so only use this for offline pledges.
Change or release a pledge
- On the investment's Investors tab, open the investor's position.
- In Pledge Changes, click Prepare Change.
- Enter the Amended Total Pledge (USD). Enter the new total, not the difference. Enter 0 for an unfunded release.
- Set the Legal Start Date.
- Choose the Signed Change or Release document. Upload it to the investment's files first.
- Enter the Reason and Supporting Proof and check the confirmation.
- Click Save for Review.
Another finance reviewer must open it with View Review and click Review and Approve. Funded capital, outstanding calls, and pending payments must stay covered. This records the legal change only. It does not send a refund.
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.
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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.
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