How to Customize Offering Summary Details and Key Highlights

In this article, we will guide you through the process of customizing offering details and key highlights for your offerings. These features allow you to provide a tailored and informative experience for your investors.

Customizing Offering Summary Details

1) Adding Tabs

• To begin customizing offering key highlight details, navigate to the Portfolio section of your SynPro portal.
• Select the Offering you wish to edit and go to "Offering Details" and then expand the "Summary" section.
• Click the [+] button to add more tabs.
• After adding a new tab, you can rename it according to the content it will hold (e.g., Summary, Team Information, Company Details, etc.).

2) Deleting and Rearranging Tabs

• You have the flexibility to delete tabs by clicking on the tab and selecting the delete option.
• Tabs can also be rearranged by dragging and dropping them into your preferred order.

3) Preview and Save

• Once you are satisfied with the tab configuration, click the save button.
• The tabs you've added and arranged will be displayed in the same order on the public landing page for investors to see.

Customizing Key Highlights

1) Offering Level vs. Investor Class Level

• When customizing key highlights in the "Key Highlights" section of the Offering Details, you will find both Offering Highlights and Investor Class Highlights.
• You cannot remove the offering level highlights, which will always remain at the top.
• However, you can rearrange and add/remove information to both offering level and investor class level key highlights.

2) Rearranging Key Highlights

• To rearrange key highlights within a section, simply drag and drop them to your preferred order.

3) Managing Investor Classes

• You can also rearrange investor classes according to your preference.

4) Changing Icons

• You have the option to change the icons associated with each key highlight.
• A list of predefined icons is available for you to choose from.
• Select an icon by simply clicking on the icon and choosing the best one that represents the content of the key highlight.

5) Preview and Save

• After making changes to the key highlights, click the preview button at the very bottom of the page. If all looks good, navigate back to the offering details and click the save button.
• All modifications, including icon changes and rearrangements, will be reflected on the public landing page.

By following these steps, you can effectively customize the offering details and key highlights for your sponsored offerings, providing potential investors with a clear and engaging view of your investment opportunities.

Frequently Asked Questions

Q: What will happen to existing key highlights?

• Existing key highlights will be displayed under the Offering Key Highlights section.

Q: What is the maximum number of tabs for the summary?

• You can have a maximum of 6 tabs in the summary section.
  
  

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