01 · Deal lifecycle
Each stage defines who acts and what members can see. The pipeline is browsable at a glance: Active · Closed · Not closed · Exited.
| Stage | What happens | Who acts | Members see |
|---|---|---|---|
| Preparation | The lead builds out the deal privately — imported or by hand — before sharing it. | Lead | Nothing yet |
| In review | Members study the opportunity, post graded opinions and ask questions on the record. | Members, invited associates | Deal page, documents, Q&A, opinions |
| Commitment | Members pledge an amount and can adjust or withdraw within the window. | Members, associates, lead on their behalf | Commitment form, fill progress |
| Funding | Commitments are finalised and the round is filled. | Lead | Final allocation |
| Closed | The investment is live and tracked as a position. | Lead updates valuations | Value, P&L, net IRR |
| Exited | The position is realised and final returns are recorded. | Lead | Realised, net-of-fees return |
| Not closed | A deal that doesn't proceed is set aside, with its record intact. | Lead | Archived history |
02 · Deal import
Paste an offer email, or a link to a PDF, a Google Doc, Sheet or Slides deck, or a public web page. Synvest reads it and fills in the deal for you.
03 · The deal page
Overview, documents, terms, news, the co-investor picture, the syndicate's collective view and the fill — in one place, for as long as you hold the position.
04 · Commitments & access
Deals are shared with members by stage. Associates are brought in deliberately — broadcast to all at commitment, or invited one by one.
05 · Portfolio & All Syndicates
Returns are shown net of fees, with a maturity gate so early figures are never presented as if they were final.
Positions, current value, profit and loss and IRR — deal by deal.
All holdings by sector and stage, invested versus current value over time.
Total invested, current value and blended return across all your syndicates.
06 · Rankings & updates
Optional leaderboards that recognise performance and participation. Visibility is opt-in and layered, so each member controls how they appear.
In-app notifications when a deal becomes available to you, and a catch-up that shows returning users exactly what changed.
07 · Administration & API
Clean, data-rich and built for large screens, still usable on a phone, light or dark, and ready for multiple languages.
A private walkthrough, set up around how your syndicate works today.
