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Leads & Investors
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
Leads & Investors
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
Leads & Investors
Leverage powerful features to drive meaningful relationships with your contacts
Leads/Investors
Easily Switch to Investor View
What does the investor funnel look like?
Can my investor give access to others or add a second email to their account?
How to Use Tags
How do I see what my investors see?
How to Reset Investor Passwords
What Is a Tax Identification Number (TIN)?
Creating Custom Views in SponsorCloud CRM
See more
Accreditations (contacts)
Verify Accreditation
Investments
How to Use Multiple Contributions
Can I accept an investment that is less than my minimum investment amount?
How do I approve an investment?
How to archive and Restore an investment?
Managing Ownership Transfers from Investors on SponsorCloud
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Profiles
IRA Investors Best Practices
Change Profile Type of Active Investment
Simplify the IRA Investment Process by Linking Your ETC Account
How Investors Can Set up a Self-Directed IRA With Equity Trust
How to remove a bank account from an investor profile?
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Document Management
How to Bulk Upload K1 Documents
What is the difference between the welcome document and offering documents?
How to Bulk Upload Documents
How to Track K1 Tax Documents
Handling K-1 and 1099 Tax Forms
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