Pricing

Pricing
FEATURES
STANDARD
$95/mo
UNLIMITED
$500/mo
Onboarding
No Setup Fee
White Glove Setup
Unlimited One-on-One Training
Contracts
No Contract
Yearly
SEC Complaint 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
Q4, 2020
Full Contact Activity Log
Custom Contact Lists & Segmentation
Send Custom Invites to Sign Up
Raising Capital
Offerings
$100/mo Per Offering
Unlimited
Automated Investment Process
Fully Integrated eSign
Co-Sponsors
Unlimited
Unlimited
One Page Workflow Management
Live Metrics & Notifications
Reservations & Soft Committments
Unlimited
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
Unlimited
Additional Company Users
$50/mo Per User
N/A
Company User Permissioning

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 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