Syndelo is investor management software for US real estate sponsors. It keeps your investors, investments, money movement, documents, and investor communication in one workspace.
Who uses it
- Sponsors (GPs) use the sponsor workspace to raise capital, track investors, record pledges and payouts, share documents, and email investors.
- Investors (LPs) use the investor portal to see their investments, documents, tax forms, and updates from you.
What you can do in the sponsor workspace
- Keep a CRM of prospects and investors, with tags, notes, tasks, and email history. See Investors.
- Create investments and raises, and track prospects through fundraising stages.
- Record and manage payments, payouts, and reports under Money.
- Store and share files under Documents.
- Send investor updates and email campaigns under Messages.
Next steps
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
Try It With Sample Data
Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
Try The Live Demo