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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
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Setting Up Your Account
SynPro Basics
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Leads/Investors
Accreditations (contacts)
Investments
Profiles
Document Management
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Offerings Overview
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Offering Details
eSign Templates
Accreditations (offering)
Capital Calls
Distributions
Updates
Email
Send Mass Email
Email Templates
Manage Emails
Verify Domain
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General Settings
Login/Sign-Up
CoSponsors
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SynPro Help Center
Settings
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
Settings
Use CoSponsors, set notifications, assign users, and so much more
Sales Tax Applicable in Certain States
General Settings
Integrating with Google Analytics
Login/Sign-Up
How do I integrate SyndicationPro with my website?
CoSponsors
Raising Capital with Cosponsors
Setup Cosponsors on Past Deals
Transfer Investor from the Lead Sponsor to a Cosponsor Portal
