How Do I Control Who Can See a Raise?

Open the raise, click the Deal Page tab, and use Who Can See This Raise.

Choose the audience

• All Portal Investors: every approved investor in your portal can see it.
• Invite Only: only invited contacts, invited accounts, and contacts with the tags you choose.
• Public Page: anyone with the link, plus all portal investors. Available for 506(c) raises only.

For Invite Only, check tags under Contacts with These Tags. Tag contacts in Investors to share with a group.

Invite people

1. Click Invite People.
2. Search for and check the contacts to invite.
3. Optionally set Expires at (Optional; Your Local Time) and enter a Reason for Sharing.
4. Check Email Them a Link Now to send an email. You can email invitations once the raise is upcoming or open.
5. Click Invite.

People with portal access get a sign-in link. Others get a link to create an investor profile, which you approve as usual.

Share with a saved segment

Under Grant Access to a Saved CRM Segment, choose a Saved Contact View, click Review Matching Contacts, then Grant Access. Later changes to the segment do not change access automatically.

Change or remove access

For each invited person, use Manage Access to Edit End Date, Renew, or Remove Access. Access History shows past changes.

Require a confidentiality agreement

Under Confidentiality Agreement, turn on Require Investors to Accept Before Viewing Documents and enter the Terms Investors Accept. Acceptances appear on the raise's Activity tab.

Investors accept once per sponsor: if an investor already accepted the same wording on another of your raises, this raise's documents open for them without asking again, and the carry-over is recorded on this raise. Changing the wording asks everyone to accept the new terms.

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.