Investor portal for funds and syndications / Support
SyndicateDesk support.
An investor portal for fund sponsors and real estate syndicators. Sponsors manage deals, NDAs, commitments, capital calls, distributions and documents; investors log in to view deals, subscribe and see their statements.
Three things to check first
- Access is driven by the role field on User (GP Admin, GP Staff or Investor). If a sponsor lands on the investor page, set their role to GP Admin or GP Staff.
- An investor only sees data when their User is linked to an investor account whose status is Active. Invited-only deals also need a deal access record for that investor.
- The home page has demo login buttons and a reset that restores the sample data. Remove or protect that reset before going live, and set your branding, currency and date format in AppSettings.
Setting it up for the first time? Follow the step-by-step setup checklist.
Contact support
Still stuck? Send the details and I reply by email. This template was built on Bubble®, so the fix is usually a setting in your copy.
Request received. I reply by email, usually with the fix or the next thing to check.