Deal Leads
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      How do I create a deal on Sydecar?

      Once you have been invited to the Sydecar Platform by our Sales team, you will create your Organizer profile, here is an overview of what you can expect to get your deal approved and begin inviting Investors.

      1. Create your Organizer Profile
        1. This is where you will receive your management fees and carry. The name here MUST match the bank account associated with where you anticipate receiving funds, as outlined in your SOW.
      2. Draft your Deal
        1. Select ‘Start a New Investment’ from your ‘Dashboard’. You will be prompted to select the type of deal you are investing in. This selection impacts the language used in the operating agreement for the SPV, so please pay close attention when selecting from the following list:
          1. Direct Investment into a Private Company: SAFE, Convertible Note, Stock Purchase Agreement 
          2. Fund of Funds: an SPV into another SPV or vehicle, LLC Interests, LP Interests
          3. Secondary transaction: Purchasing shares or interest from a seller who already owns these outright
        2. We currently only transact in USD and can only support deals that are denominated in USD on the underlying entity’s cap table All investor contributions, investments, and distributions must be transferred in USD.
        3. If you would like to create your own Master LLC, reach out to operations@sydecar.io. Otherwise, you will use our standard Master LLC for each naming designation. To learn more about the Series LLC structure, reach out to our team.
        4. Complete your deal setup with your desired terms and anticipated raise size.
        5. Upload a term sheet or draft investment agreement that verifies the following:
          1. General terms of the underlying investment. We look to confirm the type of investment (SAFE, Convertible Note, Stock Purchase Agreement, Secondary, etc.), as this will be presented to your investors. It is important to accurately represent the opportunity so that your investors can make an informed decision.
          2. Name of the party receiving funds from the SPV.
          3. Place of incorporation.

      3. Submit for approval!
        1. Our team will review your deal details, fetch your EIN, open the bank accounts, and notify you once you are ready to begin inviting Investors to your deal.