Pricing

Pricing
FEATURES
STANDARD
$95/mo
UNLIMITED
$500/mo
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
Yearly
SEC Complaint CRM
Mass Email Templates
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Drip Email & Email Automation
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Drag & Drop Email Designs
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Unlimited Leads & Investors
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Automated Sales Funnel
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Website Sign Up Form
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2-way Email Sync
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Notes & Custom Fields
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Relationship & Accreditation Tracking
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Reminders & Tasks
Q4, 2020
Q4, 2020
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
Automated Investment Process
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Fully Integrated eSign
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Co-Sponsors
Unlimited
Unlimited
One Page Workflow Management
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Live Metrics & Notifications
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Reservations & Soft Committments
Unlimited
Unlimited
Investment Management
Personalized Investor Dashboard
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Document Sharing & Management
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Investor Updates
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Distributions
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Pro-Rata Distribution Calculations
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Login As Investor
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Invite Users To Account
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Branded Investor Statements
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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 Permissioning
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FAQ

What Our Clients Say!

SyndicationPro’s user interface is amazing! The support staff are responsive and are willing to go the extra mile to help you give your investors the best experience!
Matt Engle
Matt Engle CashFlow Investor
75%
Less Time Spent Doing Q&A While Raising Capital
Having the team behind SyndicationPro be actual commercial real estate investors and not just tech guys help them truly understand our needs in a capital-raising platform.
Mark A. Rios
Mark A. Rios ProsperityCRE.com
87%
Less Time Spent Getting Investor Docs Signs
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
78%
Less Time Spent Releasing Quarterly Updates & Distributions