How Do I Set an Investment's Legal Name, Asset Classes, and Regulations?

On the investment's Property or Assets tab, find Project Profile and click Edit Profile.

Steps

1. Open the investment from Investments and go to its Property or Assets tab.
2. In Project Profile, click Edit Profile.
3. Enter the Legal Name and project address (Street Address, Address Line 2, City, State, ZIP Code, Country Code).
4. Under Asset Classes, check every class that applies.
5. Under Relevant Regulations, check any of: Reg D 506(b), Reg D 506(c), Reg CF, Reg A Tier 1, Reg A Tier 2, Reg S, Other.
6. Click Save Profile.

Good to know

• The profile is a record of the vehicle. Checking a regulation here does not set the raise's exemption. Set that on the raise itself under Raise Exemption. See How Do I Create a Raise?
• If you pick a regulation that has no enabled offering workflow, the Issuer & Manager panel may show "The selected regulatory regime has no enabled offering workflow."
• Only team members who can edit raises see Edit Profile.

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.