Contacts and relationships
Prepare investor records with clear contact and investing-account relationships. Keep a person distinct from the entities they invest through.
Bring your investor records
into one connected workspace.
Move beyond disconnected exports. Import contacts and financial activity, review field mappings, and reconcile the results before relying on the new records.
For sponsors moving from spreadsheets or another investor management platform.The people behind your portfolio.
Every relationship, with the context that matters.
InvestorInvested capitalInvestmentsStatus
Select an investor to open their record.
What you get
Financial activity
Import supported transaction, payment, and distribution records. Preserve dates and references so your team can reconcile the history.
Mapping and review
Map source columns to supported fields and address validation problems before completing an import.
A controlled transition
Use a small test batch, compare totals by account and vehicle, and retain the original exports for traceability.
A migration is more than an upload
Export availability and file formats depend on the source platform. Syndelo does not promise a one-click connector for every vendor.
Start with contacts and investing accounts, then import supported financial history. Review document assignments and access separately. An import does not establish that every record or permission is correct.
| Check | What To Verify |
|---|---|
| Relationships | Investor, legal owner, and vehicle match. |
| Activity | Dates, contributions, and distributions reconcile. |
| Access | Each recipient sees only their own records. |
What works today
Syndelo is in preview, so here is exactly where each part stands.
In the product now
- Imports for contacts and supported financial records
- Column mapping and validation review
- Import workflows scoped to the workspace
Common questions
Can I migrate from another syndication platform?
You can use supported exports and map their fields to Syndelo. Exact coverage depends on the data and export format. Test a representative sample before planning a complete cutover.
Do imports replace reconciliation?
No. Compare source and destination counts and totals by account, vehicle, and period. Review rejected rows, duplicate records, and opening-balance treatment.
Can you automatically move every document and permission?
Do not assume a financial import transfers documents or reproduces source permissions. Inventory those separately and confirm the migration scope before inviting investors.
Click through Syndelo
before you talk to anyone.
The product tour uses a sample sponsor and sample investors. No signup, no sales call.