Overview
You can now invite the same investor to a deal multiple times (once per entity) directly from Sydecar. This is useful when an investor invests through more than one entity, such as a family office, a trust, an LLC, or a personal account, and wants to commit to the same deal through each one.
No separate accounts or manual intervention from the Sydecar team is required.
How to Send Multiple Invitations
You can invite the same investor more than once using any of the following methods:
1) Individual email invite: Send a separate invitation to the investor's email address, once for each entity.
2) CSV upload: Include the investor's email address multiple times in your upload file, once per entity.
3) Shareable invitation link: Share the deal link directly with your investor. They can use it to accept participation under each of their entities.
Tracking Multiple Participations
If the same investor has been invited to a deal more than once, each invitation and each investment appears as its own row across the “Invitations” and “Investors” tabs, with its own status, commitment amount, and documents.
On the investor's side, an “Investing As” column in their Invest table identifies which entity each row corresponds to.