Principles
What we commit to.
Separation by design
One person, many syndicates. No leaks between them.
The All Syndicates view combines only what belongs to you. Each syndicate's members, deals, documents and discussions stay inside its own walls.
Access by role
Who can see and do what.
| Capability | Lead / admin | Member | Associate | Group admin |
|---|---|---|---|---|
| Prepare deals before they're shared | ● | — | — | ● |
| Review deals shared with them | ● | ● | Invited deals | ● |
| Commit capital | ● | ● | ● | — |
| See own portfolio | ● | ● | ● | — |
| See the full syndicate portfolio | ● | — | — | ● |
| Manage members, settings & branding | ● | — | — | ● |
| Audit trail & API keys | ● | — | — | ● |
| Oversee multiple syndicates | — | — | — | ● |
Infrastructure & compliance
The details your diligence team will ask for.
Terms of Service and Privacy Policy are clearly presented, and each user's acceptance is recorded. Read our legal terms.
Can members of one syndicate see another syndicate's deals?
No. Syndicates are strictly separated. A person in several syndicates sees each one's data only within that syndicate, and their own positions combined in All Syndicates.
Can associates see our whole pipeline?
No. Associates see only deals they are deliberately brought into, either by broadcast at commitment or by individual invitation.
What happens to links and documents we import?
They are read to pre-fill the deal, which stays private in Preparation until a lead reviews and shares it.
Can we connect Synvest to our own reporting?
Yes, through API keys that provide a secure, read-only data feed.
Talk to us about your requirements.
We'll walk your team through access, separation and audit in detail.