Form, fund, and close your SPV on one platform
Formation, onboarding, banking, tax, and distributions in one platform. Your time stays with the deal.
Included with every SPV
- Entity registration and registered agent
- KYC/AML verification
- Bank account setup
- Tax and K-1 preparation
- Fund managersRun several SPVs and the management entity from one login.
- FoundersRoll angels into one vehicle and one line on the cap table.
- Angel investorsReview, sign, wire, and track distributions in a client portal.
- Family offices and RIAsBring private deals into an existing client stack, by portal or API.
The whole deal cycle
Syndicately runs special purpose vehicles and holding companies from formation through wind-down. Each stage lives in the same portal, so the cap table, the documents, and the money never drift apart.
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Stand up the entity
Master, regular, or series structure, registered and maintained, with a registered agent and a bank account for the vehicle.
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Invite the investors
A deal page you share with your network, a data room for diligence, and onboarding that runs KYC/AML checks in the same flow.
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Sign and fund
Subscription documents go out for signature and countersignature. Every commitment is tracked from soft commit to funded.
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Keep it compliant
Blue sky filings, annual entity maintenance, taxes, and K-1 preparation for the life of the vehicle, handled by the back office.
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Pay everyone out
Payments and disbursements to investors, stakeholders, and owed parties, sent from the same platform that holds the cap table.
Close with the numbers in front of you.
Each capital call lists every investor’s commitment, admin fee, management fee, and total collected. Platform fees and GP fees are itemized before the close, and the fee deposit account is chosen on the same screen.
- Rolling capital calls with per-investor totals
- Management and carry fees calculated per call
- Bank account selected for fee deposits at close
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Know where every investor stands.
The investor table carries each commitment’s current status and its next step, so follow-ups are a filter instead of a spreadsheet. The same statuses appear in the investor’s own portal.
| Investor | Amount | Current status | Next step |
|---|---|---|---|
| John SyndicatelyKeystone Private Investments LLC | $250,000.00 | Finalize Commit Made | Waiting on Funding |
| John SyndicatelyIndividual Investor | $300,000.00 | Finalize Commit Made | Waiting on Funding |
| John SyndicatelyMiller Family Office LLC | $500,000.00 | Soft Commit Made | Investor Final Commit |
Everything the back office does, without the back office.
Formation, compliance, banking, taxes, and distributions are part of the platform, not a list of vendors to manage.
One portal for managers, founders, and LPs
Cap tables and shares, document reviews and countersignatures, investor updates, and distributions live in one place. Nothing is reconciled from email.
View full screenshotCompliance handled
KYC/AML on onboarding, Form D and blue sky filings, and compliant storage and handling of every document.
Taxes and K-1s
Tax preparation, K-1 distribution, and capital account statements for the vehicle, every year it is live.
An API for platforms
Investor onboarding, KYC, e-signature, SPV banking, and deal management as an API for real estate, venture, and wealth platforms.
Read about the API
Exits and liquidity
Payments and disbursements to owed parties, stakeholders, and investors from the platform that already holds the cap table.
Secure client portal
Deal data stored securely for administration, with investor access scoped to their own commitments.
Multiple jurisdictions
Clients across jurisdictions, with vehicles stood up in the major capital-markets jurisdictions.
Real support
Real people answer, from formation through wind-down. Support is included in every plan.
See a live demo, end to end.
Book a walkthrough of the platform: formation, investor onboarding, signatures, the close, and the first distribution.