How Do I See Where My Investors Came From?

Open the raise's Dashboard tab and scroll to Where Opportunities Came From. It groups the raise's opportunities by source and shows how far each group got.

Steps

1. Open the raise and click the Dashboard tab.
2. In Where Opportunities Came From, choose Group By: Email campaign, Referrer, Co-sponsor, or Lead source.
3. Choose Source to Use: First saved source or Latest saved source.
4. Optionally limit to Created on or After and Created on or Before dates.

Columns

• Opportunities: how many opportunities have this source.
• Reached a Pledge Stage: count and percent that reached a pledge stage.
• Reached Won: count and percent that reached a won stage.
• Expected: expected amounts.
• Accepted Pledges: accepted pledge amounts.
• Funded: money actually funded.

Good to know

• Sources are saved as history on each opportunity. Change an opportunity's campaign with Source History.
• The report notes how many opportunities have history saved after creation. Older records may only have an "existing source" baseline.
• A staff-chosen source records your judgment; it doesn't prove that a campaign led to an investment.
• If no rows show, no opportunities match the dates.

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.