Syndication
Allocation matrix, KYC, and funds-flow coordination for syndicated deals.
Syndication coordinates allocating a deal across co-investors: manage the allocation matrix, track KYC, and coordinate funds flow to close.
Who it's for
VC teams syndicating deals across co-investors and SPVs.
Surfaces
| Surface | What it does |
|---|---|
| Syndication | The allocation matrix, KYC status, and funds-flow coordination. |
Workflows
Allocate a syndicated deal
- Open Syndication and set up the allocation matrix.
- Track KYC across participants.
- Coordinate funds flow to close.
Integrations
Syndication links to the Investor Portal and LP CRM for participant relationships, and connects external systems via your MCP connections.