Investor workspaces
Syndicate workspace
Run deals and SPVs with your members, from deal room to distributions.
Pages
| Page | What it's for |
|---|---|
| Deals & SPVs | Deals you're preparing and open to members. |
| Members | Your members and their investing history. |
| Commitments | Who committed what to each deal, and wire status. |
| Portfolio | How syndicate investments are performing. |
| Distributions | Proceeds to members, previewed before they're approved. |
| Communications | Deal announcements, member updates and reminders. |
| AI Syndicate Analyst | Questions about deals, members and commitments. |
Deal stages
DraftInternal diligencePreparing deal roomOpen to membersSoft circleClosingWire collectionDeployingActiveRealizedCancelled
Member portal
Members sign in to a self-service view that shows only the deals opened to members and their own commitments and documents.