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Playbook

The 7-step playbook for joining a syndicate

April 29, 202610 min read

From browsing active syndicates to signing closing docs, here is the full sequence and what to expect at each step.

Step 1: Identify your industry's active syndicates. Step 2: Vet the existing members' financials. Step 3: Submit a join request. Step 4: Connect bookkeeping. Step 5: Vote on virtual share allocation. Step 6: Engage valuation and counsel. Step 7: Close.

We walk through each in detail, including the questions you should be asking the existing members before you commit.

Want to talk to others in your industry?

Browse active syndicates or join the interest list — we'll route you to the ones that match your industry and size.