Account-specific statements
Generate PDF statements for the correct investing account and period. Retain the document on the investor profile and make it available through the portal.
Investor reporting software
that connects the numbers to the investor.
Turn account activity into branded statements, retain them on investor profiles, and give investors a consistent place to find their reports. Keep preparation, review, and delivery connected.
For real estate sponsors and fund managers preparing recurring account statements and investor reporting.Good morning, Olivia.
Your investments, with everything in view.
Your invested capital$450,000.00Across 3 investments
The Juniper ResidencesMultifamily$200,000
Northline Equity Fund IIEquity fund$150,000Parkside CommonsMultifamily$100,000What you get
Dated performance inputs
Report supported IRR and multiple metrics from dated activity and explicit valuation inputs. Unavailable results remain distinct from zero.
Templates and schedules
Growth and Scale support custom statement templates and monthly, quarterly, semiannual, or annual recurring schedules.
Tax document delivery
Match uploaded K-1 files to investing accounts, review assignments, and deliver documents in bulk. Syndelo does not prepare tax returns.
How it works
Reconcile
Review account activity and provide any required valuation inputs before preparing the reporting period.
Prepare
Choose the statement design and reporting period, then generate account-specific PDFs.
Deliver
Retain statements on the investor record and send notifications. Review delivery outcomes and corrections.
What works today
Syndelo is in preview, so here is exactly where each part stands.
In the product now
- Branded PDF statements and investor profile attachments
- Dated performance calculations with explicit valuation inputs
- Custom templates and recurring schedules on Growth and Scale
- K-1 matching review and bulk delivery
Common questions
Does Syndelo prepare K-1 tax returns?
No. Upload tax documents prepared by your tax professionals, review the investor-account matches, and distribute them. Document delivery is separate from tax preparation.
Can statements be sent automatically?
Growth and Scale support recurring monthly, quarterly, semiannual, and annual statement schedules. Production scheduling and email delivery must be configured, and your team remains responsible for the underlying reporting inputs.
What happens when a valuation is missing?
Metrics that require a valuation should remain unavailable until a dated valuation is provided. A missing input is not a zero balance or zero return.
Click through Syndelo
before you talk to anyone.
The product tour uses a sample sponsor and sample investors. No signup, no sales call.