How Investests syndication works.

Syndication turns a single evaluation into a group investment. One investor leads: they decide how much is being raised, on what terms, and who gets invited. Everyone else pledges against that number.

The process, step by step

1. 01The lead opens a syndicateAny investor who owns a completed evaluation can lead. Open the Syndicate / co-invest panel on the evaluation and create the syndicate.
2. 02Set the raise amountUse the raise the founder asked for in the pitch, or set your own number if you think the round should be larger or smaller. Add a minimum check if you want to keep the cap table tidy.
3. 03Choose the deal structureAccept the structure proposed in the pitch — priced equity, SAFE, convertible note, revenue share, venture debt or secondary — or pick the one you think fits. If it isn't settled, leave it as 'not established yet' and let investors suggest.
4. 04The lead commits firstPut your own number in. A lead commitment on the board is the single strongest signal to everyone you invite.
5. 05Invite investorsSelect members of Investests, add outside contacts by email, or both. Members see the deal immediately; outside contacts get an invitation to join and then see it.
6. 06Collect pledges and responsesInvited investors reply interested, need more info, or not interested, and can pledge an amount against your target. Where the structure is open, they can suggest one — their suggestions are tallied for you.
7. 07Track progress to targetThe panel shows committed versus target with a live progress bar and every pledge by name. Questions run alongside in the deal discussion room.
8. 08The lead closes it outWhen the number is there, close the syndicate to new commitments and take the round through paperwork and funding off-platform. Investests tracks the intent and the conversation; the legal close stays yours.

The flow at a glance

Completed evaluation
        │
        ▼
  Lead opens syndicate
        │
        ├─ raise amount ── from the pitch  ─┐
        │                └ or lead's number ┤
        ├─ deal type ──── from the pitch ───┤
        │                └ or lead's choice ┤
        └─ minimum check (optional) ────────┘
        │
        ▼
  Lead commits an amount
        │
        ▼
  Invite investors ──► members of Investests
        │          └──► outside contacts by email
        ▼
  Responses & pledges
   ├─ interested + amount
   ├─ needs more info ──► deal discussion room
   └─ not interested
        │
        ▼
  Committed vs target tracked live
        │
        ▼
  Lead closes the syndicate ──► paperwork & funding off-platform

Who can do what

• The lead — sets and edits the target, minimum check, deal type and terms, invites investors, and closes the syndicate.
• Invited investors — pledge an amount, suggest a deal type, leave a note for the lead, update or withdraw their pledge while the syndicate is open.
• Everyone in the deal — sees the progress bar, the pledge list, and the deal discussion room.

A few practical notes

• Pledges are commitments of intent, not transfers of money. Investests does not hold or move funds.
• Outside contacts must create an account before they can see the evaluation — the invitation link walks them through it.
• Closing the syndicate stops new pledges but keeps the record and the discussion visible to everyone involved.

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