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Portfolio (Offerings)
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
Portfolio (Offerings)
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
Portfolio (Offerings)
Manage your entire portfolio of offerings under one roof
How to Establish Ownership Percentages for an Offering
Offerings Overview
Who can see my past offerings?
Investment vs Commitment Type Offerings
Add Your Existing Deals to SyndicationPro
How to Import Investments on Offerings
How to Add an Offering
See more
Reservations
How to Take Reservations / Soft Commitments
Offering Details
How to use Multiple Investor Classes
Upload a Video to the Offering Page
How to Customize Offering Summary Details and Key Highlights
Investors Funding via ACH
Guide to Adding and Managing Assets in Your Offerings
How to Enable a Non-Disclosure Agreement (NDA) for an Offering
See more
eSign Templates
Using "Invite Only" eSign Documents
Upload Multiple eSign Templates at Once
How to Upload & Code (Create) eSign Templates
Types of eSign Signer Roles Explained
The Investor eSign Process
eSign Document Files Sizes
How to Test eSign Templates
Clone eSign Templates
Replace an eSign Template's Base Document
See more
Accreditations (offering)
How to Verify an Investor's Accreditation in SyndicationPro
What is the difference between self-verification and 3rd party accreditation verification?
Capital Calls
How to Manage Capital Calls
Distributions
How to Archive Distributions
Create a New Distribution
What Do Distribution Checks Look Like?
Send Distributions via ACH and Check
How can I view my investor's distribution preferences / bank details?
Payment Entities ― Add Entities & Bank Accounts
How to Monitor the transaction Status of Distribution Payments?
How to Export Investor Bank Details
A Deep Dive into Updated Investor Metrics
See more
Updates
Can I send email updates to my investors?
