Investor Portal & CRM Demo for Real Estate Syndication | SyndicationPro

Investor Portal & CRM Demo for Real Estate Syndication | SyndicationPro

Pricing

  • FEATURES
  • Standard

    $95/M

  • Unlimited

    $500/M

FEATURES
STANDARD
$95

/mo

UNLIMITED
$500

/mo

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Onboarding
No Setup Fee
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White Glove Setup
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Unlimited One-on-One Training
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Contracts
No Contract
Annual Contract
SEC Complaint CRM
Mass Email
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Unlimited Leads & Investors
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Automated Sales Funnel
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Website Sign Up & Login Pages
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Email Integration (G-Suite, SMTP)
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Notes & Custom Fields
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Relationship & Accreditation Tracking
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Full Contact Activity Log
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Custom Contact Lists & Segmentation
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Send Custom Invites to Sign Up
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Raising Capital
Offerings
$100/mo Per Offering
Unlimited
White Labeled Investor Portal
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Automated Investment Process
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Fully Integrated eSign
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Co-Sponsors
Unlimited
Unlimited
Detailed Workflow Management
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Live Metrics & Notifications
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Mass Email Templates
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Reservations
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Remove SyndicationPro Branding
$150/mo
$150/mo
Investor Management
Personalize Investor Dashboard
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Document Sharing & Management
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Investor Updates
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Distributions
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Waterfall Calculation
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Login As Investor
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Reports
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Security & Administrative
Two Factor Authentication
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24×7 Monitoring and Alerting
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SSL Certificates
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Encrypted Data Transmission End to End
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User-level data security
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Firewall Protection
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PCI DSS Certified Infrastructure
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Company Users
2
Unlimited
Additional Company Users
$50/mo Per User
N/A
Company User Permissions
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"We chose SyndicationPro because of the intuitive design, especially when it comes to the investor facing portal. We love using it so far and are continuously excited for new features that are regularly released!"
Dave Toupin

Dave Toupin

Partner, Obsidian Capital

Schedule Call With Jacob

Partner @ SyndicationPro

  • Place over $40mm in capital
  • Currently a GP in 547 Doors!
  • Expert in Online Fundraising for Real Estate Deals
Schedule Call with Jacob
"We chose SyndicationPro because of the intuitive design, especially when it comes to the investor facing portal. We love using it so far and are continuously excited for new features that are regularly released!"
Dave Toupin

Dave Toupin

Partner, Obsidian Capital

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