Pricing

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Is your Equity Under Management (EUM) over $25MM?

Above $25mm Under $25mm

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How many offerings do you plan to manage through the platform?

0 1 2 3 4 +

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How many company users do you plan on having?

Services	Items	Unit Price
Base Price	1	$95
Offerings		$100
Company Users		$50

$Total`/month`(Paid Annually $5340)*

*1 Company user free is included in the base fee and additional users cost $50 per month

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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.

Takedown Bigger 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.

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 such as AWS so that you can scale confidently and securely.

Future Proof Your Business

Unlike other Investment Management Platforms, SyndicationPro is built by real estate professionals who have hands-on Expierence 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.

What Sets Us Apart

Fastest Time to Market

SyndicationPro offers seamless migration services where we migrate your existing deals and investor database to our platform.

Takedown Bigger Deals with Cosponsors

We protect your data with encryption, further protect you and your investors with two-factor authentication.

Industry Leading Security

Future Proof Your Business

Unlike other Investment Management Platforms, SyndicationPro is built by real estate professionals who have hands-on Expierence raising capital, managing investments.

Top Features

Features

Standard

Expand

View Features Details

Features
Unlimited
500/mo
Unlimited
500/mo

Features

Standard

Onboarding

No Setup Fee
White Glove Setup
Unlimited One-on-One Training
Contracts	No Contract

SEC Compliant CRM

Mass Email Templates
Drip Email & Email Automation
Drag & Drop Email Designs
Unlimited Leads & Investors
Automated Sales Funnel
Website Sign Up Form
2-way Email Sync
Notes & Custom Fields
Relationship & Accreditation Tracking
Reminders & Tasks	Q4, 2020
Full Contact Activity Log
Custom Contact Lists & Segmentation
Send Custom Invites to Sign Up

Raising Capital

Offerings	$100/mo Per Offering
Automated Investment Process
Fully Integrated eSign
Co-Sponsors	Unlimited
One Page Workflow Management
Live Metrics & Notifications
Reservations & Soft Committments	Unlimited

Investment Management

Personalized Investor Dashboard
Document Sharing & Management
Investor Updates
Distributions
Pro-Rata Distribution Calculations
Login As Investor
Invite Users To Account
Branded Investor Statements

Security & Administrative

Two Factor Authentication
24×7 Monitoring and Alerting
SSL Certificates
Encrypted Data Transmission End to End
User-level data security
Firewall Protection
PCI DSS Certified Infrastructure
Company Users	2
Additional Company Users	$50/mo Per User
Company User Permissioning

All Features

Onboarding

No Setup Fee
White Glove Setup
Unlimited One-on-One Training
Contracts	No Contract

SEC Compliant CRM

Mass Email Templates
Drip Email & Email Automation
Drag & Drop Email Designs
Unlimited Leads & Investors
Automated Sales Funnel
Website Sign Up Form
2-way Email Sync
Notes & Custom Fields
Relationship & Accreditation Tracking
Reminders & Tasks	Q4, 2020
Full Contact Activity Log
Custom Contact Lists & Segmentation
Send Custom Invites to Sign Up

Raising Capital

Offerings	$100/mo Per Offering
Automated Investment Process
Fully Integrated eSign
Co-Sponsors	Unlimited
One Page Workflow Management
Live Metrics & Notifications
Reservations & Soft Committments	Unlimited

Investment Management

Personalized Investor Dashboard
Document Sharing & Management
Investor Updates
Distributions
Pro-Rata Distribution Calculations
Login As Investor
Invite Users To Account
Branded Investor Statements

Security & Administrative

Two Factor Authentication
24×7 Monitoring and Alerting
SSL Certificates
Encrypted Data Transmission End to End
User-level data security
Firewall Protection
PCI DSS Certified Infrastructure
Company Users	2
Additional Company Users	$50/mo Per User
Company User Permissioning

All Features

Onboarding

No Setup Fee
White Glove Setup
Unlimited One-on-One Training
Contracts	Yearly

SEC Compliant CRM

Mass Email Templates
Drip Email & Email Automation
Drag & Drop Email Designs
Unlimited Leads & Investors
Automated Sales Funnel
Website Sign Up Form
2-way Email Sync
Notes & Custom Fields
Relationship & Accreditation Tracking
Reminders & Tasks	Q4, 2020
Full Contact Activity Log
Custom Contact Lists & Segmentation
Send Custom Invites to Sign Up

Raising Capital

Offerings	Unlimited
Automated Investment Process
Fully Integrated eSign
Co-Sponsors	Unlimited
One Page Workflow Management
Live Metrics & Notifications
Reservations & Soft Committments	Unlimited

Investment Management

Personalized Investor Dashboard
Document Sharing & Management
Investor Updates
Distributions
Pro-Rata Distribution Calculations
Login As Investor
Invite Users To Account
Branded Investor Statements

Security & Administrative

Two Factor Authentication
24×7 Monitoring and Alerting
SSL Certificates
Encrypted Data Transmission End to End
User-level data security
Firewall Protection
PCI DSS Certified Infrastructure
Company Users	Unlimited
Additional Company Users	N/A
Company User Permissioning

Features Details

Features

Unlimited
500/mo

Expand

View Feature Details

Features
Unlimited
500/mo
Unlimited
500/mo

Features

Unlimited
500/mo

Onboarding

No Setup Fee
White Glove Setup
Unlimited One-on-One Training
Contracts	Yearly

SEC Compliant CRM

Mass Email Templates
Drip Email & Email Automation
Drag & Drop Email Designs
Unlimited Leads & Investors
Automated Sales Funnel
Website Sign Up Form
2-way Email Sync
Notes & Custom Fields
Relationship & Accreditation Tracking
Reminders & Tasks	Q4, 2020
Full Contact Activity Log
Custom Contact Lists & Segmentation
Send Custom Invites to Sign Up

Raising Capital

Offerings	Unlimited
Automated Investment Process
Fully Integrated eSign
Co-Sponsors	Unlimited
One Page Workflow Management
Live Metrics & Notifications
Reservations & Soft Committments	Unlimited

Investment Management

Personalized Investor Dashboard
Document Sharing & Management
Investor Updates
Distributions
Pro-Rata Distribution Calculations
Login As Investor
Invite Users To Account
Branded Investor Statements

Security & Administrative

Two Factor Authentication
24×7 Monitoring and Alerting
SSL Certificates
Encrypted Data Transmission End to End
User-level data security
Firewall Protection
PCI DSS Certified Infrastructure
Company Users	Unlimited
Additional Company Users	N/A
Company User Permissioning

Hear From Our Customers

Maxx Boyd

Trent Properties, Accounting & Compliance Officer

★ ★ ★ ★ ★

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.

Logan Freeman

FTW Investments, Co-founder and Principal

★ ★ ★ ★ ★

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

Jens Nielsen

Multi-Family Real Estate Investing Coaching, Founder

★ ★ ★ ★ ★

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.

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 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 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 Partner, Obsidian Capital

78%

Less Time Spent Releasing Quarterly Updates & Distributions

$Total`/month`(Paid Annually $5340)*

(Paid Annually $5340)*

$500`/month`(Paid Annually $60)*

(Paid Annually $5340)*

Customized pricing for firms your size

Fastest Time to Market

Takedown Bigger Deals with Cosponsors

Industry Leading Security

Future Proof Your Business

What Sets Us Apart

Fastest Time to Market

Takedown Bigger Deals with Cosponsors

Industry Leading Security

Future Proof Your Business

Top Features

View Features Details

All Features

All Features

Features Details

View Feature Details

Hear From Our Customers

Maxx Boyd

Logan Freeman

Jens Nielsen

Pricing

$Total/month(Paid Annually $5340)*

(Paid Annually $5340)*

$500/month(Paid Annually $60)*

(Paid Annually $5340)*

Customized pricing for firms your size

Fastest Time to Market

Takedown Bigger Deals with Cosponsors

Industry Leading Security

Future Proof Your Business

What Sets Us Apart

Fastest Time to Market

Takedown Bigger Deals with Cosponsors

Industry Leading Security

Future Proof Your Business

Top Features

View Features Details

All Features

All Features

Features Details

View Feature Details

Hear From Our Customers

Maxx Boyd

Logan Freeman

Jens Nielsen

$Total`/month`(Paid Annually $5340)*

$500`/month`(Paid Annually $60)*