Use the Search workspace box in the top bar to find records and pages quickly.
What search finds
Type at least a few letters. Results are grouped by type:
- Investors (by name or email)
- Investing accounts
- Investments (by name or location)
- Raises
- Tasks
- Documents (by title or file name)
- Updates
- Sections: pages such as Investor directory, Money, Reports, Email log, and Settings
Using results
- Click a result to open it.
- Use the up and down arrow keys to move through results, and press Escape to close the list.
- Click the X in the box to clear your search.
To filter or sort a long list of investors, use the search and filters on the Investors page instead.
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