One deal execution platform for every raise.
Syndicately serves multiple capital-raising and investment formats. Launching an investment vehicle happens faster, and both the deal lead and the limited partners get a portal built for the job.
SPV management
Manage cap tables, fundraising, and share issuance in one portal. Master, regular, and series structures are included, with entity registration and maintenance, a registered agent, and bank account setup handled for you.
- Master, regular, and series structures
- Entity registration and annual maintenance
- Registered agent and bank account setup
- Cap table, shares, and investor commitments in one view
Investor onboarding
Invite investors to review documents and countersign in minutes. Onboarding runs KYC/AML compliance verification as part of the same flow, and every commitment is visible: what is out for signature and what has already funded.
- KYC/AML verification on every investor
- Document review, e-signature, and countersignature
- Virtual data room for diligence
- Investor updates shared with co-investors, founders, and portfolio companies
Fund administration
Stay on the deal while the back office runs itself: taxes, K-1 preparation, distributions, and entity maintenance are part of the platform, along with the payments and disbursements owed to investors and stakeholders at exit.
- Tax and K-1 preparation
- Blue sky filings and regulatory processing
- Distributions and capital account statements
- Exit and liquidity payments from the same platform
Start for free. Create your SPV.
No upfront cost per SPV. Pricing is built for simple and repeatable deal structures, with a self-managed option for teams that want their own branded portal and API access.
Standard
$0 upfront per SPV. A regulatory compliance fee of $250 is charged per limited partner.
Entity registration and maintenance, registered agent, tax and K-1 preparation, bank account setup, KYC/AML compliance, and customer support, included.
Self Managed
Custom for firms running their own branded portal, communications, and integrations.
Everything in Standard, plus a branded client portal, customizable client communications, and API utility integration for your platform.
| Syndicately features | Standard | Self Managed |
|---|---|---|
| Master, regular, and series structures | Included | Included |
| Entity registration and maintenance | Included | Included |
| Registered agent | Included | Included |
| Tax and K-1 preparation | Included | Included |
| Bank account setup | Included | Included |
| KYC/AML compliance | Included | Included |
| Customer support | Included | Included |
| Branded client portal | Not included | Included |
| Customizable client communications | Not included | Included |
| API utility integration for your platform | Not included | Included |
A regulatory compliance fee of $250 will be charged per limited partner. This includes processing and payment of blue sky fees as well as other fees to meet regulatory requirements for secure and compliant storage, handling, and filing. By nature, blue sky fees are regulatory fees imposed by states, are variable, and are a cost of the fund, not part of Syndicately’s listed fees. Syndicately will process the filings and pass through payments to the states.
From start to finish, every investment stays in one place.
Organized end to end
From start to finish, all your investments remain organized and within a single platform.
Reviews and countersignatures
Quickly invite investors for document reviews and counter signings.
Every commitment visible
View all investor commitments: what’s out for signing and what’s already funded.
Updates to everyone
Distribute investment updates and details among co-investors, founders, and portfolio companies.
Book a demo and see your next deal on the platform.
A walkthrough of formation, onboarding, signatures, the close, and distributions, on the platform.