How Do I Open a Raise or Publish an Offering Page?

Open the raise and click Review & Open. One screen shows the terms and what investors will see. You confirm once, then the raise opens or is announced as upcoming.

Before you open

Everything under Needed to Open on the raise's Setup Checklist must be done. You fix each item right on the Setup tab. See What Is on the Raise Setup Checklist?.

If something is still missing, Review & Open lists it under Finish these first.

Review and open

1. Open the raise from the investment's Raise tab.
2. Click Review & Open. To announce a draft first, you can also choose Raise Settings then Announce as Upcoming.
3. Check the Terms: legal issuer, target, maximum raise, minimum investment, who can invest, accreditation, close date, documents to sign and classes.
4. Check What Investors Will See: who can see the raise and its summary. Use Preview the Investor Page for the full page.
5. Choose Open Now or Announce as Upcoming. For upcoming, set the Planned Opening (Your Local Time).
6. Check I Reviewed These Terms and What Investors Will See.
7. Click Open Raise or Announce Raise.

Who approves

Opening a raise needs approval from someone with Finance Approver permission.

• You're the only approver in your workspace: you confirm with your password and an emailed code, and the raise opens right away.
• Your team has more than one person who can approve: the button says Send for Approval. A teammate opens the same raise, clicks Review & Open, checks the same terms and clicks Approve and Open Raise. You can't approve a raise you sent yourself.

Syndelo saves the reviewed terms behind the scenes as the raise's first closing. Edits that don't change the terms, like deal page text or photos, don't undo the approval. If you change the terms, such as the minimum, a class or the documents, run Review & Open again.

Upcoming versus open

When a raise is upcoming, people can reserve a spot without making a binding pledge. No one can apply before it opens, and you open it by hand: click Open Raise when the time comes. The target close date is for planning only.

Who sees it

• Public raises are visible without signing in once open. Use View Public Raise Page on the raise to get the link.
• Invite only raises are visible to invitees and contacts with shared tags.
• Otherwise every approved portal investor can see it.

See How Do I Control Who Can See a Raise?.

Publication History under Advanced Settings on the Setup tab keeps the terms, raise version and files from each time the raise opened or was announced.

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.