Syndication

Can we track investor's individual contributions over their entire portfolio?
Yes, you can record contributions an investor makes into the system on the Company > Investor Contributions page.  An investor's total contributi...
Thu, 22 Mar, 2018 at 4:56 PM
Can I add inviduals as syndication partners?
No, not at the moment. Syndication can only be set up with investor COMPANIES. The syndication breakdown portion of a deal can only search against existing ...
Mon, 16 Apr, 2018 at 10:35 AM
What are Syndication Notes?
Syndication Notes are messages you can leave investors on their Investor Portal per deal. To allow investor users to see these notes, you must enable...
Mon, 15 Oct, 2018 at 12:32 PM
Why are my investors running collection different?
You will see running collections are different due to rounding issues.  If your transactions are an odd number or your investor percentages don't di...
Tue, 30 Jun, 2020 at 10:38 AM