How Do I See Which Investors Viewed or Showed Interest in a Raise?

Open the raise's Investors tab and find Reservations and Interest. It lists each investor's portal views, last view date, interest amount, class, account, and status.

Statuses

• Viewed: opened the offering in the portal.
• Reserved / interested: asked for a place in a coming offer or indicated interest.
• Applied: started an application.
• Withdrawn: withdrew their interest.

Good to know

• The panel header shows the reservation count and total amount. The raise Dashboard shows the same total under Reservations.
• These amounts are not binding pledges and don't count toward Committed.
• Investors can reserve a place only while the raise is upcoming and Investor Steps allows reservations. Once open, they can indicate interest instead of applying.
• Nonbinding interest expires after the number of days set under Maximum Raise and Holds. See Maximum Raise and Waitlist.
• When you open the raise, people who reserved get opening emails while their audience access is still active.
• When an investor applies, their interest amount fills in the form.

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.