What we did:

Transferred interests now appear directly in the Sydecar platform. Deal leads can view all transfer activity directly in their investor tables, eliminating the need to track transfers manually.

Investors who receive transferred interests can now create full platform profiles, view deal information and updates, and access their documents, including tax forms.

Our team is in the process of backfilling prior transfers. They will appear in your dashboard in the coming weeks.

How it helps you:

This update gives both deal leads and investors clear visibility into transferred positions and related documents, including K-1s at tax season.