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Getting Started
Announcements
Announcing New Features
Platform Updates
Self-Service Onboarding
Step 1: Login and Platform Setup
Step 2: Add/Import Contacts to the Platform
Step 3: Build a new Offering
Step 4: Code Subscription agreements for e-signatures
Step 5: Learn the Investor Workflow
Step 6: Launch Offering/Platform to Investors
Getting Started
Setting Up Your Account
SynPro Basics
FAQs
Leads & Investors
Leads/Investors
Accreditations (contacts)
Investments
Profiles
Document Management
Portfolio (Offerings)
Offerings Overview
Reservations
Offering Details
eSign Templates
Accreditations (offering)
Capital Calls
Distributions
Updates
Email
Send Mass Email
Email Templates
Manage Emails
Verify Domain
Settings
General Settings
Login/Sign-Up
CoSponsors
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SynPro Help Center
Getting Started
Announcements
Announcing New Features
Platform Updates
Self-Service Onboarding
Step 1: Login and Platform Setup
Step 2: Add/Import Contacts to the Platform
Step 3: Build a new Offering
Step 4: Code Subscription agreements for e-signatures
Step 5: Learn the Investor Workflow
Step 6: Launch Offering/Platform to Investors
Getting Started
Setting Up Your Account
SynPro Basics
FAQs
Leads & Investors
Leads/Investors
Accreditations (contacts)
Investments
Profiles
Document Management
Portfolio (Offerings)
Offerings Overview
Reservations
Offering Details
eSign Templates
Accreditations (offering)
Capital Calls
Distributions
Updates
Email
Send Mass Email
Email Templates
Manage Emails
Verify Domain
Settings
General Settings
Login/Sign-Up
CoSponsors
Getting Started
Dive into the foundations of SynPro and get started off on the right foot
Setting Up Your Account
Getting Started Checklist
Personalize Investor Portal Branding
SynPro Basics
What is the investment process?
Your Guide to Raising Capital on SyndicationPro
Integrating SyndicationPro with Other Applications Using Zapier
How to Make Feature Requests
FAQs
Become a Certified SynProfessional
What is Fund Administration? Aka Fund Admin
What is Equity Under Management?
