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  • Products
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    SyndicationPro
    Raise more capital in less time with our real estate syndication platform, SyndicationPro.
    Core Features
    • GP & LP Portal
    • SEC Compliant CRM
    • Email Marketing
    • Built-in eSign
    • Build Soft Reservations
    • K-1 & Document Uploads
    • ACH & Check Distribution
    • Co-Sponsor Module
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    SponsorAdmin
    Partner with experts to handle all your firm's administrative needs through deals.
    Core Features
    • Fund Administration Services
    • Fund Establishment & Launch
    • Treasury Management
    • Investor Relations
    • Fund Accounting
    • Tax Compliance
    • Fund Disposition & Waterfall Admin
    • Cost Segregation Services
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    SponsorDocs
    Receive top-shelf syndication documents in 2 business days through SponsorDocs.
    Core Features
    • Private Placement Memorandum
    • Operating Agreement
    • Subscription Agreement
    • Investor Questionnaire
    • Best Practices Guide
    • Attorney Review
    • 2-Day Delivery
    • eSign Setup for SynPro Users
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    SponsorNetwork
    Develop lasting partnerships with sponsors who share a passion for Syndication.
    Core Features
    • #1 Active GP Network
    • Exclusive Member Portal
    • Private Deal Offerings
    • In-Person Co-GP & JV Events
    • Access Strategic Partnerships
    • Mentorship & Live Feedback
    • Priority RSVP for Live Events
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    We help sponsors raise and manage capital from start to finish.

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SyndicationPro
  • Benefits
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    Benefits

    See the core benefits of how SyndicationPro can help you raise and manage your deals.

    Top real estate investing CRM
    Top real estate investing CRM
    2-way email integration, relationship history visualized
    • Automate the Get to Know Your Investor Process
    • 360 Relationship View of Your Contacts
    • 2-Way Email Sync Notes
    • Mass Email Functionality with Segmentation
    Fundraising Streamlined
    Fundraising streamlined
    Investment Portal, Digital PPMs, eSign, Cosponsors
    • Launch an Investor Portal in Seconds
    • Take Soft Commitments for Upcoming Deals
    • Build a Digital PPM to Raise Money and Close Fast
    • Add a Cosponsor to Your Deal
    • Eliminate Hassle With Integrated eSign
    Investment Management Simplified
    Investment management simplified
    Investor Reporting, Multi-Profiles, Delegate Access
    • Provide Your Investors With Detailed Updates
    • Calculate Distributions and Notify Your Investors
    • Everything in One Place
    • Multiple Profiles and Delegate Access for Investors
  • Pricing
  • About Us
  • Resources
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    Resources

    Helpful insights to get the most out of SyndicationPro

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Pricing

Launch your portal in minutes, not weeks

SyndicationPro offers the best price and fastest time to market. Set up your portal in minutes and start raising capital!

SyndicationPro Pricing

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Pricing based on Equity Under Management (EUM)

What’s included
SyndicationPro
GP & LP Portal
SyndicationPro
SEC Compliant CRM
SyndicationPro
Industry Leading Email Deliverability
SyndicationPro
Built-in eSign
SyndicationPro
Build Soft Reservations
SyndicationPro
K-1 & Document Uploads
SyndicationPro
ACH & Check Distributions
SyndicationPro
Unlimited Investors
SyndicationPro
Co-Sponsors
SyndicationPro
World Class Support
SyndicationPro
Implementation
SyndicationPro
Dedicated Account Manager
SyndicationPro
Free Access to SponsorNetwork
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Pricing based on Equity Under Management (EUM)
Popular
Custom

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What’s included
Personalized API
Unlimited tracked events
24/7 support
Unlimited team Members
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LeCreme Partners
Worcester Investments
Think Multi-Family
Plan & FeatureS

What's Included in our plans

SEC Compliant CRM
Two-Way Email Sync & Notes
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SyndicationPro
Two-Way Email Sync & Notes

Through our real estate investor customer relationship management (CRM) software, you can have a detailed view of every email sent to your investors, their reservations, investments, your private notes, and much more! SyndicationPro's real estate CRM software enables a two-way sync, which records all the email communication that happens between you and your investors, within the platform.

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Segment Contacts & Send Out Mass Emails
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SyndicationPro
Segment Contacts & Send Out Mass Emails

Our real estate investor CRM software allows you to the group and sends contact segmented mass emails. So you can send customized communication to your contacts depending on the stage in the funnel they are currently at. Of all the real estate CRMs that are out there, SyndicationPro is the only CRM that is built to identify and nurture serious investors.

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Complete Relationship History Visualized in Timeline View
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SyndicationPro
Complete Relationship History Visualized in Timeline View

Our real estate syndication CRM gives you the visibility of how your investors are interacting with your online platform so that you can have a clear understanding of how interested they are in investing with you! From the moment leads sign up to your website, SyndicationPro's customer relationship management software empowers you to establish a relationship with the leads by enabling a quick introduction call with them.

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One Place for Investment Activities, Documents, & Profiles
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SyndicationPro
One Place for Investment Activities, Documents, & Profiles

SyndicationPro allows you to centralize all documents, investment activities, and contact information across profiles. You and your investors can access and update information with a few clicks. This ensures that you have a repository of all your investor information within your real estate CRM. All the activities of investors, all their active investments, and all their documents sync right into the CRM, which enables you to focus on growing your real estate business while we take care of organizing your investor data.

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Online User Registration
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SyndicationPro
Online User Registration

Investors can easily sign up for your platform and submit a customizable investor questionnaire. Our online onboarding process allows you to scale and be accessible anywhere, at any time. We embed directly with your website, which allows us to act as a lead magnet and push all the inbound leads directly into your real estate CRM.

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Build a Relationship & Determine Investor Suitability
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SyndicationPro
Build a Relationship & Determine Investor Suitability

Our real estate CRM software has built-in tools to help you remain SEC Compliant. When an individual registers as a lead, you can take them directly to an investment opportunity (recommended when the general solicitation is permitted, e.g. RegD 506(c)) or they can schedule an introduction phone call with your team (which is recommended when the general solicitation is not permitted, e.g. RegD 506(b)).

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Connect to ActiveCampaign, FB Lead Ads, and Other Apps
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SyndicationPro
Connect to ActiveCampaign, FB Lead Ads, and Other Apps

Our CRM for real estate syndication allows you to automatically add, update, and delete information across different applications you may be leveraging for marketing to new and existing investors. Your lead generation tactics may include leveraging the above-mentioned solutions to be top of mind for your leads and investors, and SyndicationPro enables you to seamlessly integrate with those tools to ensure all the data syncs properly into your customer relationship management tool.

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Connect With Google Sheets, Trello, and Other Apps
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SyndicationPro
Connect With Google Sheets, Trello, and Other Apps

Using our real estate CRM, you can connect applications that may be part of your operational workflow. Setting up connections takes minimal time and effort and does not require a developer to set up. You have full control over setting up the app connections.

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Custom Views, Tags & Custom Fields
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SyndicationPro
Custom Views, Tags & Custom Fields!

We, as syndicators, have built a network of over 3,000 investors and have raised millions. So we understand what it takes to secure investments! Our next set of features will help you find the needle in the haystack by custom lists, tag leads, and custom fields. Sending out custom emails to your real estate investors is an absolute breeze using the best CRM for syndicators.

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Follow-Up Reminders & Tasks
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SyndicationPro
Follow-Up Reminders & Tasks

Our CRM for real estate syndication allows you to add follow-up tasks and reminders for you and your team members. You can sync all the follow-ups and reminders to your calendar as well! Every feature that makes up SyndicationPro's CRM has been carefully designed to help you in lead generation, improving operational efficiency, better task management, and more!

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Fundraising Automation
Co-sponsors Up and Running in Minutes
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SyndicationPro
Co-sponsors Up and Running in Minutes!

Our real estate fundraising automation software gives each co-sponsor a free account and the deals you are working on together are synced in real-time between platforms. Our fundraising software will help your team save time and resources, empowering you to raise capital and find qualified investors, and thereby automate the entire fundraise procedure.

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Anonymity Prioritized
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SyndicationPro
Anonymity Prioritized

Say goodbye to intermingled contacts! Co-sponsor investors subscribe to the deal directly from the co-sponsor's platform and data is centralized for the lead sponsor to effortlessly manage. Through our investor portal, you'll be able to stay organized, communicate with investors, and effectively manage the entire capital raising process with ease.

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Soft Commitments
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SyndicationPro
Soft Commitments

Through the powerful reservations module, you can showcase your upcoming deals as a strategy to secure soft commitments. This lets you know how much capital your investor base has before you sign a contract to purchase and also if you need to find more investments or find bigger deals. We make it easy for real estate syndicators to identify the best path forward to secure the investments required for your projects.

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Vet Soft Commitments
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SyndicationPro
Vet Soft Commitments

You can understand the seriousness of each soft commitment by reviewing the activity log of your investors along with tracking conversations. Based on this information, you can find out the amount of capital you will be able to raise. Of course, if you realize you need to raise additional capital outside of your current real estate investment team, we'll still be here to help. Our investment management software will enable you to automate essential processes, develop CRM protocols, and effectively onboard and manage new partners. Investment management has never been easier.

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Investor Accreditation for all Your 506 (c) deals
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SyndicationPro
Investor Accreditation for all Your 506 (c) deals

As a sponsor, you can now verify the accreditation status of all their investors from within the platform. SyndicationPro has now partnered up with Parallel Markets API to ensure the investor accreditation procedure is simpler and faster than ever before.

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Investor Accreditation in less than 48 hours
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SyndicationPro
Investor Accreditation in less than 48 hours!

Sponsors can turn on this feature to have investors verify their accreditation status when making an investment in an active offering. Investors can also upload their own accreditation letter if they’re already accredited, provided the accreditation letter is not older than 90 days. The verification process is typically done within two business days!

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Easy-to-Follow Fundraising Workflow
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SyndicationPro
Easy-to-Follow Fundraising Workflow

Close your real estate investment projects fast with a very clear, accessible fundraising workflow for you and your investor. You’ll be able to quickly identify serious investors and continue moving them along the capital raising funnel and complete your deals as early as possible!

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4-Step Investment Process
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SyndicationPro
4-Step Investment Process

Our real estate fundraising software hands down has the best investor experience when closing investments. Investors view documents, choose an investment amount and profile to invest from, eSign the subscription agreement, and view funding instructions - all from within their real estate investor portal.

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Digital PPMs
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SyndicationPro
Digital PPMs

Impress your investors through an institutional-quality presentation online. Display all documents for investors to view, print, or download, and provide key highlights, webinar replays, pictures, videos, and more on your secure investor portal.

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Robust & Secure eSign Functionality
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SyndicationPro
Robust & Secure eSign Functionality

Our eSign functionality pretty much allows for every imaginable configuration that you may need as a real estate syndicator. You can add multi-parties on each side of the deal, add a countersign option, and auto-populate information already available on our platforms such as name and contact information.

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Investor Portal
The Best Investor Portal Experience
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SyndicationPro
The Best Investor Portal Experience

On SyndicationPro's real estate investor portal, investors can view digital PPM and deal documents, invest via multiple profiles, use eSign to invest, and more. Users can also procure investment and distribution updates through a simple user interface. Allow us to help you manage every component of the syndication process, from daily communication chains to ongoing crowdfunding campaigns.

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Investor Statements & Updates in One Place
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SyndicationPro
Investor Statements & Updates in One Place

SyndicationPro makes it possible for syndicators to get investor reports, data, and other valuable information from a secure, centralized platform. Our real estate investor portal software allows investors to track their investments across different profile types (LLC, IRA, Trust, or Individual), generate investment reports, and download all offering and tax documents. Lower operational overhead on investor relations. Make yourself available, digitally, 24x7, 365 days a year!

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So Simple, All Investors Can Use It
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SyndicationPro
So Simple, All Investors Can Use It

Deliver an effortless experience that won’t confuse or deter even your most tech-challenged investor. Thousands of investments later, we have perfected the investor experience to ensure they can find exactly what they need and do what they set out to do with ease. This saves you time as fundraising for your real estate syndications is seamless and investors remain happy and confident in your process.

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Investment Management
Enhanced Productivity & Security
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SyndicationPro
Enhanced Productivity & Security

Through ACH Payments Processing your payments and distributing profits with your investors has never been easier. SyndicationPro offers direct electronic payments and money transfers from within the portal to make your investment management operations much more organized and precise.

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More Effective Investor Management Through Hassle-free Payments
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SyndicationPro
More Effective Investor Management Through Hassle-free Payments

Enjoy the alternative to using paper cheques, Automated Clearing House (ACH) - the latest technology in e-Payments and the country’s most trusted financial network, on SyndicationPro. Raise funds, close deals, and manage profit distribution efficiently by embracing the change.

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Document & Profile Management
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SyndicationPro
Document & Profile Management

SyndicationPro automatically saves and organizes all relevant deal-related documents to an investor’s profile. Contact information, distribution preferences, and addresses are also stored and available for the investor to update as required.

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Generating Reports
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SyndicationPro
Generating Reports

Through our real estate investment management software, you are able to generate relevant reports on individual or groups of investors, and specific deals. Use predefined reports or create custom reports.

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Send Rich & Detailed Investor Updates
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SyndicationPro
Send Rich & Detailed Investor Updates

Sending investor updates cannot be simpler! You can send rich text investor updates with an option to attach files. All updates are automatically stored on an investor’s dashboard and you also have the option to email the update to the Investor.

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Answer Investor Questions in App
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SyndicationPro
Answer Investor Questions in App

Investors may ask you questions via email and you are able to answer them directly from within SyndicationPro with the 2-way email sync. Leave private notes behind from your conversations with Investors.

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Waterfall Distributions
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SyndicationPro
Waterfall Distributions

Use our real estate investment management software to calculate simple waterfall distributions and notify investors. If your syndication includes preferred returns or a unique structure, you are able to import in the distribution amount and notify your investors.

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Investor Statements
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SyndicationPro
Investor Statements

Send Investor Statements for specific time periods that include information about investments and distributions. Allow Investors to download Investor Statements from their Investor Dashboard.

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Pricing
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EUM Pricing Tier

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SyndicationPro Pricing

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Features

A robust set of features

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SyndicationPro

Fastest Time to Market

SyndicationPro offers seamless migration services where we migrate your existing deals and investor database to our platform within 2 to 7 business days! Our Customer Success Team will handle the entire migration process and be there for any training or consultation you might need to configure the platform for yourself.

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Takedown Deals with Cosponsors

Raise more capital online by partnering with other syndicators using our cosponsor module. You are able to add other sponsors onto your deal and share deal information for you to raise money from your respective investor networks. Reduce the time you spend raising capital while investing more time scaling your business.

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SyndicationPro

Industry Leading Security

We protect your data with encryption, further protect you and your investors with two-factor authentication, and provide you security administrative controls. SyndicationPro is built on a modern tech-stack and leverage best in class technologies as such as AWS so that you can scale confidently and securely.

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SyndicationPro

Future Proof Your Business

Unlike other Investment Management Platforms, SyndicationPro is built by real estate professionals who have hands-on experience raising capital, managing investments, and investors. This allows us to always stay one step ahead and predict your needs and include them in our product. We release new features every eight weeks to ensure you are able to grow your business.

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Testimonials

Hear from our customers

SyndicationPro

Syndication Pro is an incredibly effective tool. The software manages all of our leads and investors, calculates distributions, has integrated email tools and handles all of our e-signing needs.

Maxx Boyd
Trent Properties, Accounting & Compliance Officer
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SyndicationPro

Customer service is on point and his team have built An incredible Software That will help you raise More $ and Communicate more concisely. They're working on all of the cons and they've done a great job listening

Logan Freeman
FTW Investments, Co-founder and Principal
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SyndicationPro

SyndicationPro really makes the process of managing your real estate syndication easy. The ability to manage your leads and have them sign your documents directly in the application are awesome.

Jens Nielsen
Multi-Family Real Estate Investing Coaching, Founder
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Get started

Reduce 75% time doing Q&A while raising capital

Robust and Easy-to-Use Real Estate Investment Management Software, Investor CRM and Investor Portal to Increase Your Competitive Edge.

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SyndicationPro

Innovative Real Estate Syndication Software with a robust CRM and a digital investor operations and investor communications platform

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