Remove Investor From Deal

Modified on Tue, 26 Mar 2024 at 06:23 PM

This guide will walk you through the process of removing an investor from a deal on the Syndicately platform.

Step 1: Navigate to the Deal Page

Start by navigating to the deal page.

  1. Log in to your Syndicately account.
  2. On the dashboard, find and click on the deal from which you want to remove an investor.

Step 2: Locate the Cap Table

Once you're on the deal page, you'll need to locate the cap table.

  1. Scroll down the deal page until you find the cap table.

Step 3: Find the Investor

Next, you'll need to locate the investor whom you want to remove from the deal.

  1. In the cap table, find the row corresponding to the investor.

Step 4: Access the Remove Option

Now, you're ready to access the remove option.

  1. Scroll to the right on the investor's row until you reach the column labeled "Action".
  2. Click on "Action" to reveal the "Remove" option.
  3. Click on "Remove".

Step 5: Confirm the Removal

Finally, you'll need to confirm the removal of the investor.

  1. Accept the warning message that appears.
  2. Click on "Remove" again to confirm.

Congratulations! You've now completed the steps to remove an investor from a deal on Syndicately. We look forward to helping you manage your investments more effectively. If you have any questions or need further assistance, please don't hesitate to reach out to our support team.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article