A raise's Dashboard tab shows how much has been pledged and funded against the target, plus activity, opportunities, and the Deal Page link.
Top Metrics
- Accepted pledges: the number of accepted pledges in the raise.
- Committed: total accepted pledge amount. The line below shows how much is funded.
- Of target: committed as a percent of the fundraising target, with the target shown below. The progress bar shows the same thing.
- Days remaining: days until the target close date. After the date passes this reads Close date.
About This Raise
- Pledges: dollar total and count of pledges.
- Reservations: non-binding reservations from investors in a coming offer.
- Pipeline: open opportunities. Click it to open the pipeline for this raise.
- Waitlist: waitlisted applications.
Other Panels
- Activity: a feed of stage moves and pledges. Click an item to open its opportunity.
- Co-Sponsors: partners credited on the raise. See How Do I Share a Deal With a Co-Sponsor?
- Where Opportunities Came From: source reporting. See How Do I See Where My Investors Came From?
- Deal Page: shows Live or Not live, who can see it, and a link you can copy. Public raises also show Public Raise Page.
- Opportunities: recent opportunities, a pipeline picker, and View Pipeline.
- Pledges: recent pledges. View All opens the Investors tab.
Good to know
- Reservations and pipeline amounts are not binding and are not included in Committed.
- The header also shows amounts "in review or approved" from applications that are not yet accepted pledges.
- Changing the pipeline moves opportunities to matching stages.
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