Each investor has two separate statuses. Portal Status shows whether they have a login. Relationship Status is a label your team sets.
Portal Status
- Not Invited: no portal invitation has been sent.
- Invite Sent: invited but has not accepted yet.
- Registered: has a portal login.
- Inactive: the invite expired or signup was declined.
Portal Status changes on its own. To invite someone, see How Do I Invite Investors to the Portal?
Relationship Status
- Prospect: someone you are getting to know.
- Onboarding: getting set up to invest.
- Active: a current investor.
- Inactive: no longer active.
These are your team's labels. Changing one does not change access, money, or documents.
Change Relationship Status
- One investor: open their profile and click the pencil next to Relationship Status in the Relationship panel.
- Many investors: on Investors, check the boxes, open Selection Actions, choose Set Status, pick the new status, and confirm.
Good to know
- Filter the directory by Status or Portal Status.
- Campaigns can target investors by status. See How Do I Send an Email Campaign?
- Changing status needs permission to edit investor records.
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