Syndicately Standard

End-to-end execution on a deal-by-deal basis


 

Syndicately Standard

 
 
Prospect Investment Deals
 

Entity Formation

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
 

Tax Filings

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.


 
 
 

Deal Room

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. 



 
 
 

KYC

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.

 
 
 

Ready to go subscription templates

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.   


 
 
 

Flow of Funds Automation

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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