The shared demo is for exploring with fictional data, so anything that reaches outside Syndelo or changes a real login is turned off. You'll see a note on the page or a message when you try. To use these features, work in your own workspace.
What's Turned Off
- Your profile and login: your name and photo, email, password, passkeys, recovery codes, and deleting the account.
- API Access: API keys, webhooks, and AI app connections. You can still read the developer guides.
- QuickBooks: connecting a company.
- Team sharing: co-sponsor invitations and changing Staff Record Access.
- Representative requests: you can't submit or review them.
- Workspace setup: billing, team invitations, workspaces, web addresses, signing, and accreditation checks. Other changes outside the sample records show This action is unavailable in the shared demo. Use sample records only.
- Money and bank steps: bank connections, bank instructions, payment provider setup, sending payments, and exporting bank files.
- Email: capital call emails, raise invitations, and investor notices aren't sent. No real emails go out.
Good to Know
- No real payments are made.
- Other people use the same demo, so enter fictional data only.
- Changes are erased each night.
See What Is the Demo or Sandbox Workspace?
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