Apr 25, 2024

Your Next Real Estate Syndication Made Easy: Powered by SponsorCloud

Jacob Blackett
Your Next Real Estate Syndication Made Easy: Powered by SponsorCloud

You ventured into real estate syndications because you recognized the power of investing alongside fellow investors in several doors at once rather than going it alone, investing in one door at a time.

Perhaps to your surprise, the back-end management of such an investment is quite complicated - so much so that a standard Excel sheet or simple software isn't quite enough.

Treating your investors right and remaining in compliance align with your core values, both of which require a powerfully smooth system behind the scenes to manage all the moving parts and data.

Luckily SponsorCloud's four key products were created by experienced syndicators specifically to resolve the most common organization and documentation woes faced by real estate syndication sponsors.

You're in the right place if you're looking for a better way to produce detailed updates, calculate distributions, and produce tax documents for your investors with transparency.

An Institutional Quality Investor Portal Driving Instant Credibility

No matter how many doors or properties you manage, there's always room for growth. Whether that means more doors, new partners, or selling the business you've built, why not use the #1 trusted software in the real estate syndication industry?

One of the things you likely promised to your passive investors was professional property and financial management so they could sit back and relax knowing their money was invested wisely. Now it's time to make managing real estate syndications easy for you too!

Why Top Syndicators SwitchTo SponsorCloud

Our real estate syndication software provides a centralized location for all documentation related to the syndication, helping ensure everyone is on the same page and communication is streamlined. Our platform also provides tools for keeping track of investor commitments, sending out distributions, communicating with investors effectively (via an investor portal), and producing timely tax documents.

Managing capital, guiding real estate investors through the process, and maintaining proper communication with all parties involved can easily get overwhelming. But not when you have an integrated, on-brand, investor-facing portal that allows your limited partners to feel in control throughout the investor process too!

There are four separate SaaS (software as a service) options provided by SponsorCloud, designed to help you with different portions of real estate syndication management along various parts of the journey. Which do you need now?

SyndicationPro by SponsorCloud

Quit spending all your time doing Q&A when you really just want to raise capital. With SyndicationPro as your capital-raising platform, you can securely share deal PPM documents, answers to commonly asked questions, and data predictions with partners, cosponsors, and potential investors efficiently, making you seem extremely responsive and attentive.

In seconds, you can create investor portals on the only SEC-compliant CRM - made this way by not just tech guys but actual experienced real estate syndicators who have been in your shoes.

As investors browse new opportunities on this simple and intuitive real estate syndication platform integrated directly with your website, logo, and colors, you'll collect soft commitments, make ACH payments to and from a bank account, and distribute investor earnings on the go - creating more capital where and when you need it there.

About SponsorDocs

Rather than dealing with bulky, complicated, redundant subscription docs, wow your investors with the most straightforward subscription process available. Reduce time spent on attorney meetings, detailed edits, shuffling papers, and wrangling signatures.

Your SponsorDocs provides standardized legal documents drafted by a leading securities attorney in less than two business days, allowing you to use your time to raise money and network with potential investors. Based on your upcoming deals, build your SponsorDocs package to include the following:

  • Private Placement Memorandum
  • Operating Agreement
  • Subscription Agreement
  • Investor Questionnaire
  • Best Practices Guide
  • Attorney Review

Documents are regularly updated, so you can have confidence that with each new deal, your syndication documents directly reflect the latest and most comprehensive language.

SponsorNetwork for Connections

Ever wish there was a social platform where ONLY serious CRE investors hung out?

That's the excellent value SponsorNetwork provides! You'll build strategic partnerships quickly using the sort and filter functions in-app, plus get invited to exclusive, in-person events where you can network with other professionals, find more deals, and learn from industry experts.

Members of SponsorNetwork also get to pitch their current deals to a GP team for a chance to be featured in webinars and sent to all network participants, helping you save time, reach outside your existing network, and attract qualified investors.

Delegate The Details with SponsorAdmin

This job is too complicated for just any VA (virtual assistant), but with SponsorAdmin, you get the help you need on the extremely important (yet mundane) tasks you don't want to think about all the fraction of the cost of hiring a fund manager.

Rather than stressing about DIYing the proper quarterly updates, you get al-a-carte access to professional assistance in fund administration, tax compliance, accounting, and investor relations tasks. SponsorAdmin includes:

Fund Administration

  • Fund Establishment/Launch
  • Treasury Management
  • Investor Relations
  • Fund Accounting
  • Tax Compliance
  • Fund Disposition
  • Cost Segregation

Investor Relations

  • Active Investor File Maintenance
  • Payment Distribution Announcements
  • Tax Form Q&A Support

Treasury Services

  • Investor Contributions
  • Investor Distributions
  • Transfers

Accounting

  • Process Portfolio
  • Transaction Activity
  • Account Reconciliation
  • Financial Reports Generation (& post to SyndicationPro)
  • Maintain Schedules of Investor Contributions, Preferred Return Distributions, Special Distributions

All those bullet points above mean you don't have to concern yourself with K-1 documentation, tracking contributions & distributions, or generating financial reports. You get to remain focused on what you're good at - finding deals, managing property, and rubbing elbows with the right people.

Raise Capital, Find a Deal, Eliminate Hassle, Repeat: Powered by SponsorCloud

Finding freedom as a real estate investor isn't just about creating passive income. It's truly about the free time and choice the passive income allows in your life.

However, what gives if all your free time is being siphoned away by spreadsheets, reports, and a lack of mass email functionality?

It's time to explore what incredible software can do to streamline your operation. Which of the above would ease your pain and take some of the mundane syndication management tasks off your plate?

If producing proper legal docs and collecting signatures from investors is the bane of your existence right now, then check out SponsorDocs. SponsorNetwork was designed to help you meet the right people to raise more money in less time. Meanwhile, SponsorAdmin is the perfect fit if admin, tax, and treasury services are bogging you down.

On the other hand, SyndicationPro helps automate the capital raising process and streamline investor relations, providing a comprehensive solution for sponsors. 

Don’t know where to start? Book a complimentary consultation with one of our syndication success managers to get you started

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