How Do I Suggest Answers on an Investor's Application?

You cannot submit an application for an investor, but you can suggest answers. The investor reviews your draft and chooses which answers to use.

Prepare a staff draft

1. Open the raise and go to the Investors tab.
2. Open the investor's application.
3. Click Suggest Application Answers.
4. Click Prepare a Staff Draft.
5. Check Include next to each question you want to suggest, and enter the answer.
6. For each answer, enter a Source describing where it came from.
7. Click Save Staff Draft.

What the investor sees

In the portal, the investor sees Review Suggested Answers on the Questions step, reviews your suggestions, and clicks Review and Use Answers. They pick the fields to use and confirm. Answers they gave on their last application with you are filled in automatically.

Good to know

• Your draft and its source notes are shared with the investor.
• A draft does not change any answers or submit the application.
• Files and consent checkboxes cannot be suggested or reused.
• Prepare a Staff Draft only appears when the application can still be edited.
• If the application's questions changed, mismatched answers are flagged with "This question does not match the current application."
• Where Current Answers Came From shows whether each answer was entered directly, came from a staff draft, or came from saved answers.
• You need permission to manage raises.
• See How Do I Review and Approve Investor Applications?

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.