How Do I Use the Setup Guide?

New workspaces open a setup guide on the Overview page. It is one list of the steps a sponsor needs before taking investments. Each step checks itself off from your real records, so there is nothing to tick by hand. Do the steps in any order.

The steps

1. Add Your First Investment: click Add Investment. Start from your offering documents or enter a few basics. Creating an investment doesn’t publish an offering or collect money.
2. Set Up Funding Instructions: click Add Instructions and enter the wire details investors use to send money. A workspace default or the instructions on one investment both count.
3. Add Your Subscription Agreement: click Add Agreement and publish a subscription agreement template. If your raise doesn’t use signed documents, turning signing off for that raise also completes this step.
4. Open Your First Raise: click Go to Raise. The step is done once a raise has opened to investors.
5. Add or Import Investors: click Move Your Data In to bring your list over from a spreadsheet or another platform, or click Add One Person. Adding a contact doesn’t send a portal invitation.
6. Brand Your Investor Portal: click Use My Website to pull your logo and colors from your website, or Upload by Hand. See How Do I Change My Logo and Brand Colors?
7. Invite Your Team (Optional): invite colleagues and choose what each person can do.
8. Set Up ACH Payments (Optional): only if you’ll collect money by ACH. Wires and checks work without it.

Each step shows one sentence about what’s missing, or what was found. Optional steps don’t count toward your progress. If your role can’t do a step, it says Ask a workspace admin to do this.

Approvals, bank checks and signatures still happen with a person. The guide never publishes an offer or moves money.

Set Up With AI

If AI help is on for your workspace, click Set Up With AI to describe what you want and have the setup assistant prepare it for you. See How Do I Set Up My Workspace With AI?

Hiding and reopening the guide

Click I’ll Explore on My Own to hide the guide. Overview then shows a small Setup progress bar with the next step until the required steps are done. Click Open Setup Guide there to bring the full guide back. When everything is done, click Go to Overview.

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.