Commitments by class
Record each investing account’s accepted commitment in each investment class, with the acceptance date.
Calling capital from a spreadsheet means recalculating each investor’s share and keeping track of who has funded. In Syndelo, commitments, classes, and calls share one record, so each investor’s share is calculated for you and never exceeds what they still owe.
For sponsors running funds or development deals that call capital in stages.Here’s what’s happening across your investments.
Record each investing account’s accepted commitment in each investment class, with the acceptance date.
Enter a title, total amount, and due date. Syndelo splits it pro rata across each investor’s uncalled, unfunded commitment.
A call can’t exceed the capital still uncalled, so you can’t accidentally ask an investor for more than they committed.
See accepted commitments, settled capital, and posted cash for each deal, and what each investor still owes.
Every call is recorded in the audit log, and financial history can’t be silently edited after the fact.
Investors see their commitments and contributions in the portal, so their numbers match yours.
More About Investors see it tooSay a fund has $1,000,000 in commitments: investor A committed $600,000 and investor B $400,000. Nothing has been called yet. You issue a $250,000 call.
Syndelo splits the call in proportion to what each investor still owes, so A is asked for $150,000 and B for $100,000. On the next call, each investor’s share is based on their remaining $450,000 and $300,000.
| Investor | Commitment | Call share | Still uncalled |
|---|---|---|---|
| A | $600,000 | $150,000 | $450,000 |
| B | $400,000 | $100,000 | $300,000 |
| Total | $1,000,000 | $250,000 | $750,000 |
Syndelo is in preview, so here is exactly where each part stands.
Pro rata by each investor’s uncalled, unfunded commitment in that investment, so investors who have already funded more are asked for proportionally less.
Not yet. ACH collection is planned. Today investors pay by your usual method and you record the contribution.
Yes. Each investment can have multiple classes, and commitments are recorded per class.
Launch is $695 a month for up to 100 investors, $10M AUM, and 3 active vehicles. Growth is $995 for 500 investors, $50M, and 15 vehicles. Scale is $1,995 for 1,500 investors, $100M, and unlimited vehicles. Annual billing costs ten times the monthly price.
Yes. Choose a plan on the pricing page to create your workspace, or book a demo first. Syndelo is still in preview: eSign and investor payments aren’t switched on for live use yet, and anything marked Planned is still in development.
The product tour uses a sample sponsor and sample investors. No signup, no sales call.