Skip to content
English
Home
  • There are no suggestions because the search field is empty.

How to Create a Syndicate and Send Deals to other Investors

Are you looking to invest as a syndicate and onboard other investors in your network?

You can now share deals with other investors in your network using the “Share” feature in the Deal Flow section.

Step 1: Go to the “Deal Flow” section and click the specific deal you want to share.

 

Step 2: Go to the “Deal Info” section and start filling the deal metrics by clicking the “pencil” icon.

 

Start entering the Deal Metrics, and click “save” when you’re done. 

💡You can find the deal metrics in the “Terms” section.

 

Next, upload the company’s pitch deck. You can find this in the “Founder Pitch” section on the same page.

 

Step 3: Share the deal with a recipient by clicking on the “share” icon at the top right corner of the page > +New recipient, and choose either individual or company.

For Individuals, enter their email address, first and last name and click continue.

For companies, enter the name of the company as registered on SeedLegals, and click continue.

 

You’ve successfully shared this deal with another investor. You can track this by heading to the “Deal Flow” section and clicking the specific deal you’ve shared.

 

Next, go to the “Deal info” tab, and click “Investor Tracker”. You will see a list of investors who have registered their interest in your deal. Click the specific investor and click “confirm”.

 

Next, go ahead to enter the details of your investment as a syndicate by heading to the Deal info tab > Overview, click the pencil icon next to Investment details and start entering the details of your investment and save.

 

💡You can find more helpful guidance on how to create and send investment proposals here.

 

How do you register interest when a deal has been shared with you by another investor?

Go to the “Deal Flow” section, and click on “Inbox”

 

Here you will find all the deals that have been shared with you. Click on specific deals you would  like to view and click “Register Interest”.

Enter the amount you’re looking to invest, choose the status- Interested, and click Register Interest.

Once you register your interest, this will be sent to the lead investor who sent the deal to you, who will be in touch.

 

If you have further questions or need further assistance. Please feel free to reach out to our Support Team on live chat, and they will be happy to help.