Quickly close your investment round by automating the entire fundraising process. Our real estate syndication software walks your investor through every part of the investment process, including securely signing subscription documents and funding their investment.
Find out moreSet the tone from the start and elevate your investor experience by providing a simple and intuitive real estate syndication platform to showcase new opportunities and provide updates and insights for existing investments. Professionally branded email templates come standard.
Find out moreReal estate syndicators can filter and group leads, leave notes, view and send emails from within the platform, and view investor activity logs. Marketing automation, Text message marketing, and automated activity-based lead scoring are coming soon!
Find out moreSeamlessly provide updates to your investors including distributions. Our real estate syndication software has a distributions calculator and you have the option of importing your calculations as well! Integrated ACH payments are coming soon!
Find out moreUsing our Reservation Module, you are able to showcase potential opportunities to begin conversations with investors and secure soft commitments. This gives you a list of primed investors ready for your next deal and lets you know how much investor demand you have.
Find out moreOur real estate syndication platform allows you to securely invite cosponsors, assign targets, share deal PPM, documents, and updates while maintaining the anonymity of each of the sponsor’s investor list.
Find out moreGive investors an institutional experience by seamlessly integrating our real estate syndication software within your website through Sign Up and Login buttons. Our white-label options display your company logo and colors on our powerful and secure infrastructure.
Find out moreRobust and Easy-to-Use Investor CRM, Investor Portal and Investment Management Software to Increase Your Competitive Edge.
