When you login to your SR account you will be greeted by your personal dashboard. Share certificates for any companies you invest in will be uploaded here and you will also be able to use your dashboard to track how much you have invested by sector, how much EIS and/or SEIS tax relief you have claimed through SR investments per tax year, and so on. It has never been easier to track your investments in startups!
How can I keep track of my inv...
- What is SyndicateRoom?
- How does SyndicateRoom work?
- Who is SyndicateRoom for?
- What happens when I invest?
- Are there any fees for Investors?
- What is overfunding on SyndicateRoom?
- Can I lose more than I invest?
- Is there a minimum investment?
- What type of investor am I?
- Can investors speak to private companies directly?
- When will I see a return on my investment?
- What rights will I have as a private company investor?
- Why do I need to Give my Address Before Investing with SyndicateRoom?
- How can I become a member of a specific investor network?
- How do you determine the company's valuation? (Private Markets)
- What sectors does SyndicateRoom raise finance for?
- Raising Finance - How do I post my company on SyndicateRoom?
- Why should I use SyndicateRoom to raise money? (Private Markets)
- Can I cancel my investment?
- Complaints | SyndicateRoom
- What is the SyndicateRoom nominee?
- How does the SyndicateRoom nominee work?
- What is lead investment?
- Who is a lead investor?
- What are the fees for companies listing on SyndicateRoom?
- Why MangoPay?
- How does MangoPay Work?
- What is an IPO?
- Why does a company choose to undertake an IPO?
- Difference between an Intermediaries Offer & Direct Retail Offer
- What is a Prospectus?
- When can I see the Prospectus?
- Is the Prospectus the only marketing document published?
- What is an Admission Document?
- What is an ITF?
- During which period can I apply for shares?
- Do I invest on the same terms as institutional investors?
- Are IPO shares EIS eligible?
- What does ‘allocation’ mean? | SyndicateRoom FAQs
- What is a Placing?
- Are Placings offered at a discount?
- What is the timetable for a Placing?
- How will I get to participate in a Placing?
- What is ‘inside information’?
- What is an ‘insider’?
- If I am an insider, what must I not do?
- What are the sanctions for contravening my obligations as an insider?
- What is an Insider List?
- What is an Open Offer?
- What is a Placing and Open Offer?
- How can I apply for public market shares through SyndicateRoom?
- What is the minimum amount of shares that I can apply for?
- How long will the offer period be open for an IPO?
- I don’t have a trading account! Can I Participate?
- Trading public market shares once the offer period closes
- When will I receive my Selftrade log-in details?
- How will I access my trading account?
- Does Selftrade charge for providing an account?
- When in the process will my Selftrade account be set up?
- Do I need to transfer cash at the time of applying for shares?
- Will my cash be safe?
- Will I be allocated the full amount of shares I apply for?
- How will I know how much I have been allocated?
- What can I do with the cash that remains in my Selftrade account?
- Will I be able to sell my shares or transfer my shares held in my Selftrade trading account once the offer is closed?
- Can I alter my order once it is made?
- What are the risks of investing in private companies?
- What are the criteria for companies looking to list on SyndicateRoom?
- What countries can SyndicateRoom accept investment from?
- What is a 'lift round'?
- Can I see how much interest there is on the WatchList?
- What if there is lots of demand from SR members?
- How will investors show up on the order book?
- What is the benefit of making a WatchList down-payment?
- How will I know if I am in the first 50 WatchList investors?
- What happens if I don’t follow through on my WatchList downpayment?
- How do I ensure preferential allocation with the WatchList?
- What happens if I don’t pay my WatchList down-payment?
- Can I just buy stock in the secondary market?
- Do I have to pay the full amount on announcement?
- What if a WatchList transaction doesn’t happen?
- How can I guarantee my involvement in a placing?
- Is there a guarantee there will be a placing?
- What discount will I receive in the event of a placing?
- What is the WatchList discount based on?
- Where is my WatchList downpayment held and is it safe?
- What information is available to potential WatchList investors?
- Does the WatchList represent an offer or invitation to purchase securities?
- Obtaining EIS certificates
- What is a ‘soft-close’ round?
- What is a Convertible Loan Note (CLN)?
- What is an Advanced Subscription Agreement (ASA)?
- How often will I hear from my portfolio companies
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