Receiving Your Syndicately Invitation Email

Modified on Tue, 26 Mar 2024 at 06:49 PM

Getting Started: Receiving Your Syndicately Invitation Email

This guide will walk you through the process of receiving and responding to your invitation email from Syndicately.

Step 1: Receive the Invitation Email

Start by checking your email for an invitation from Syndicately.

  • The subject line will be "Private Investment Invitation".
  • Remember to check both your inbox and spam folder as the email might be filtered as spam.

Step 2: Open the Invitation Email

Once you locate the email, open it to view the content.

  • The email will contain a link that directs you to the manager's deal portal on the Syndicately platform.

Step 3: Follow the Link to the Deal Portal

Next, you'll need to follow the link provided in the email.

  • Click on the link to be directed to the manager's deal portal on Syndicately.

Step 4: Create an Account

Upon reaching the deal portal, you'll be prompted to create an account.

  • Enter your full name, email, phone number, and create a password.
  • Agree to the privacy policy.
  • Click on "Create an Account".
    • Alternatively, you can register using your Google account. The "Sign in with Google" button is located under the registration form. Simply click on it and follow the prompts to create your account using your Google credentials.

Congratulations! You've now completed the steps to respond to your invitation email and create an account on Syndicately. You're now ready to explore the deal you've been invited to and set up your investor profile. If you have any questions or need further assistance, please don't hesitate to reach out to the investment manager or the Syndicately team.

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