Why Do I See "Plan Limit Has Been Reached"?

Each plan caps investors, assets under management, team members, workspaces, and active syndications. When an action would go over a cap, Syndelo blocks it with a message like "Your Launch plan's syndications limit has been reached. Upgrade in Settings → Billing before adding more."

Steps

1. Open Settings and choose Billing.
2. On Plan & Subscription, check the usage for Investors, Assets Under Management (USD), Team Members, Workspaces, and Active Syndications.
3. Choose Change Plan, pick a plan, and confirm payment. Or free up room (for example, archive an investment you no longer manage).
4. Try the action again.

Plan limits

• Launch: 100 investors, $10M assets, 2 team members, 1 workspace, 3 active syndications.
• Growth: 500 investors, $50M assets, 5 team members, 3 workspaces, 15 active syndications.
• Scale: 1,500 investors, $100M assets, 15 team members, 10 workspaces, unlimited active syndications.

Which actions check limits

• Creating an investment counts against active syndications.
• Adding commitments is blocked once assets under management are over the limit.
• Inviting or accepting a team invitation, and granting workspace access, count against team members.
• Create Workspace is disabled once you reach the workspace limit.

Good to know

• Limits are shared across the primary workspace and all its other workspaces.
• Existing records are never deleted when you hit a limit. Only new growth is blocked.
• Launch limits apply until a subscription is active.
• API access is included on Growth and Scale only. If you move to Launch, API keys stop working.

Related: How Do I Change My Plan or Billing Details?, Archive an Investment

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.