Syndicately Custom

Your deal-flow, your investors, your brand


 
 
Prospect Investment Deals
 

Prospect Investment Interest 

Share deal details, and watch interest and commitments come in from your network – before you initiate the SPV. Once you have sufficient interest, we can get your SPV entity formation started and your investors' commitments transferred with a single click. 


 
 
Eliminate Back office
 

Eliminate Ongoing Administration

We take on the taxes, distributors, and maintenance for the life of your investment including K1s, making things easier for you and your back office every year. Yes, K1s for every LP invested in your SPV.


 
 
 

Centralize Communications  

Get a unique deal page for each of your investments. Manage all aspects of each SPV opportunity with a unique invite link, data room, capital, fee calculator, accounts and documents tables. Message, update or remind your investors with just one click. 



 
 
 

Manage Your Syndicate Members

Easily manage your syndicate members including who can access your deal portal, allow new users to request access to the portal, and invite specific members of your group to deals you think they will be interested in. (*Only For Syndicately Custom Portal Plan)

 
 
 

On-board Investors Securely

In under 15 minutes, your investors can set up an investor profile as an individual, entity, or trust. Once set up, have peace of mind that everyone is KYC’d with tax information on file and linked funding sources for your current deal, and any in the future.

 
 

Speed Up Signing

We provide ready-to-go templates for investors and managers to spin up operating agreements, subscription documents, and private placement memorandums. Using profile details we can auto populate documents that simply require a signature.   


 
 
 

Automate Flow of Funds

At close, our system automatically begins to transfer funds into a dedicated bank account opened for the SPV. Once all funds have settled in the account, we facilitate the flow out to the target investment opportunity. 


 

Book a 30 min Live Demo 

Let one of our customer success experts show you how Syndicately works, with plenty of time set aside for your questions.

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