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Investment Fund

Onboarding​

  1. Log on the Hub platform
  2. Select Investor funds
    1. Sign up with your email address.
    2. Fill in your legal entity name.
    3. Verify your corporate details.
    4. Once verified, access the platform.

Discovery​

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Presented as a showcase of projects onboarded on the platform.

Filter​

  • Filter projects by theme and fundraising amount.
  • Bookmark projects that interest you and find them on the Saved projects page.
  • Search for a project by name using the search bar.

Invest​

  • Click on "Invest" inside a project page to share your KYB with the project.
  • If your KYB does not comply with the project restrictions, click "Start New Verification" to add another.
  • If you have never verified your company before, you can click on "start new verification" to create your KYB.
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You can check the verification status of your KYB on the KYB page.

Deals​

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The deals section allows you to track the status of your investments according to the projects with which you have shared your corporate verification.

Coming deals​

This is the list of deals that have not yet closed.

  • If the project provides a link to claim your tokens, you will find it in this list.
  • If the tokens are sent directly to the wallet, please contact the project to claim your tokens.

Past Deals​

This is the list of transactions that have been closed.

KYB​

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On this page you will find the list of business verifications that you have carried out with Synaps linked to the email address to which you are connected.

View your KYB​

Check the status of your KYB submissions and each entity linked to it.

Create a new KYB​

Click "Create" to add an entity to your profile. Once verified, you can use it to invest in a project.

Otherwise, please contact us at [email protected] for any deletion requests.

Team​

Share your app with your team. A Manager account allows you to invite team members and grant them access to the organization.

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There are 3 types of profiles

  • Owner:
    • View and manage everything
  • Admin:
    • Manage KYB
    • Create new entities
    • Bookmark projects of interest
    • Manage members
  • Compliance officer:
    • Manage KYB
  • Viewer:
    • View the Discovery page and the Saved projects page.
    • Bookmark projects of interest to your investment fund.

Invite a new member​

To add a new team member, navigate to Team on the navigation bar, click on invite members and follow the process. An email invitation will be sent to the user.

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Multiple roles can be assigned to a single email address, granting the member rights associated with each role.

Pending invite​

Monitor the status of sent invitations and keep members informed:

  1. Revoke Invite: Cancel an existing invitation.
  2. Resend Invite: Send another invitation email to the member.
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Invitations remain valid for 7 days. If not accepted within this period, they expire.

Delete a member​

In the Members section, next to each member's name, there is a "Delete" option.

  • Owners can delete any member.
  • Admins can delete any member except the Owner.
  • Compliance cannot delete members.

Transfer Ownership​

As the organization's Owner, transfer ownership to another member using an email-received code or an authentication code if 2FA is enabled.

Upon transferring, the former Owner becomes an admin, inheriting the associated rights.

Settings​

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In your settings, you can navigate through 3 different tabs.

Entity​

  • Manage the picture of the entity
  • Manage the entity name

Profile​

  • Set up or update your profile picture
  • Set up or update your first and last name

Security​

Manage your Two-Factor Authentication, which adds an extra layer of security to your accounts, reducing the risk of unauthorized access and protecting your personal information.

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We recommend activating it as soon as possible.