Why Can't I Open or Announce My Raise?

Review & Open lists anything still missing under Finish these first, and the button stays off until those are fixed. Most of them match the Needed to Open items on the raise's Setup Checklist, which you fix right on the Setup tab.

To find out what’s blocking your raise right now, click Help and ask “Why can’t I open my raise?” The support assistant reads your raise’s readiness and lists the exact blockers.

Common Blockers and Fixes

• "Choose the legal entity issuing this investment." Type the issuer's legal name in Legal Issuer on the Setup tab.
• "Set the maximum raise." Save a Maximum Raise on the Setup tab.
• "Keep the minimum investment above zero and at or below the target, and the target at or below the maximum raise." Fix the minimum or target in Raise Settings → Edit Raise Terms, or raise the Maximum Raise.
• "Correct the minimum and maximum for class ..." Edit that class's limits.
• "Update the target closing date before publishing." The close date has passed. Change it in Raise Settings → Edit Raise Terms.
• "Grant at least one current invitation or choose a shared tag before publishing an invite-only offering." Add invitees or a tag in Who Can See This Raise.
• "Upload again the deal page files that were added without a content checksum." Re-upload those Deal Page files.
• "Move the application deadline into the future, or remove it." Edit Application Rules under Advanced Settings.
• "This raise is being cancelled or has been cancelled and cannot reopen." Start a new raise instead.

Waiting for Approval

If the button said Send for Approval, your team has more than one person who can approve, and a teammate with Finance Approver permission must finish Review & Open. Until then, the screen says the raise was sent for approval. If you change the terms before they approve, run Review & Open again.

Errors When Opening

• "The target closing date cannot precede the opening time."
• "The application deadline must follow the opening time."
• "The raise changed. Reload and review it again." Someone edited the raise; reload the page.
• "The terms changed after this review started. Reload and review them again." A class, document or other term changed while the screen was open.

Good to know

• You must open an upcoming raise by hand. No one can apply before it opens.
• See How Do I Open a Raise? and the Setup Checklist.

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.