Branded signup
A signup link with your branding. Investors confirm their email before they reach your review queue, and you can close registration any time.
Investor onboarding
and online subscriptions, without the PDFs.
Stop emailing subscription packets and chasing missing pages. Investors sign up through your branded link, work through the steps you set, answer the questionnaire for the offering, and sign online. You review each application before it becomes a commitment.
For sponsors who spend the end of every raise chasing signatures, accreditation letters, and wire details.Your next investment starts here.
From the first conversation to a funded commitment.
Raising capital
The Juniper Residences
Austin, TX · Multifamily
$4.2mof $6m target
Interested42
In progress12
Ready to review4
Funded28
Each investor’s questionnaire, signature, and funding status, by deal.
What you get
Onboarding steps you control
Order the steps, mark each required or optional, and add disclosures, profile questions, PDFs to review, and files to request. Investors can save and come back.
Offering pages
Public or private offering pages with the exemption, minimum investment, target raise, and close date.
Subscription questionnaire
Investors choose which account they’re investing through, propose an amount, and answer your questions for that offering.
Sponsor review
Approve and move to documents, request changes with a note, or decline. Nothing becomes a commitment until you accept it.
eSign and accreditation
Subscription agreements signed in the browser from your templates, with countersignature, and third-party accreditation verification for 506(c).
How it works
Investor signs up
Through your branded link, with email confirmation.
Completes onboarding
Your steps, disclosures, questions, and requested files, with progress saved.
Applies to the offering
Picks an investing account, proposes an amount, and answers the questionnaire.
You review, they sign
You approve, the investor signs the subscription agreement, and you countersign.
What works today
Syndelo is in preview, so here is exactly where each part stands.
In the product now
- Branded signup with email confirmation
- Configurable onboarding steps with draft and publish versions
- Offering pages and subscription questionnaires
- Approve, request changes, or decline
Built, not switched on yet
- eSign for subscription agreements (powered by Signclad)
- Third-party accreditation verification
Planned
- Conditional questions
- Tax ID collection
- ACH funding
Common questions
Can investors save their progress and come back?
Yes. Progress is saved, and investors who start before you publish a new version of your onboarding keep the version they started.
How does accreditation verification work?
For 506(c) offerings, investors choose an individual or entity method, upload documents, and the request goes to a third-party verifier. The verification letter is stored privately with the investing account. Third-party fees may apply.
Which eSign provider does Syndelo use?
Signing is built into Syndelo and powered by Signclad. Investors sign inside Syndelo, and the completed PDF and audit trail are stored privately.
Does Syndelo make my offering compliant?
No software can. Syndelo records the exemption you choose, what each investor answered, and what you approved. Your securities counsel decides what each offering requires.
How much does Syndelo cost?
Launch is $695 a month for up to 100 investors, $10M AUM, and 3 active vehicles. Growth is $995 for 500 investors, $50M, and 15 vehicles. Scale is $1,995 for 1,500 investors, $100M, and unlimited vehicles. Annual billing costs ten times the monthly price.
Can I sign up today?
Yes. Choose a plan on the pricing page to create your workspace, or book a demo first. Syndelo is still in preview: eSign and investor payments aren’t switched on for live use yet, and anything marked Planned is still in development.
Click through Syndelo
before you talk to anyone.
The product tour uses a sample sponsor and sample investors. No signup, no sales call.