AI drafting from your data
Syndelo writes a first draft from your investments, commitments, and capital. It returns a draft for you to review. It never sends anything on its own.
Investor updates
drafted from your real numbers, sent to the right investors.
Quarterly letters take hours because the facts live in three places. Syndelo drafts an update from your investment and capital data, you edit it, preview it as an investor, and publish it to everyone or only the investors in a specific deal.
For sponsors who know they should update investors more often and never have the time.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
Send to the right investors
Publish to all investors or only those in specific investments, so a deal update doesn’t reach people who aren’t in it.
Preview as an investor
See exactly what an investor will see before you publish.
Publish and email
Publish to the portal with an optional email. Fix a typo after publishing without emailing everyone again.
Rich text and images
Format the letter and add private images that only your investors can open.
A permanent archive
Every update stays in the investor portal, readable on a phone, so new investors can catch up on a deal’s history.
More About A permanent archiveWhat works today
Syndelo is in preview, so here is exactly where each part stands.
In the product now
- Drafts, preview, publish, corrections, and removal
- AI drafting on every plan
- Audiences by investment
- Portal archive and investor email preferences
Planned
- Scheduled sends
- Open and bounce tracking
- SMS
Common questions
Is AI drafting included on every plan?
Yes. Investor updates, AI drafting, and audience targeting are the same on Launch, Growth, and Scale.
Will the AI send anything without me?
No. It returns an unsaved draft. You edit it, preview it, and decide whether to publish and email it.
Can I correct an update after it’s sent?
Yes. Corrections update the portal copy without emailing investors a second time.
How much does Syndelo cost?
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.
Can I sign up today?
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.
Click through Syndelo
before you talk to anyone.
The product tour uses a sample sponsor and sample investors. No signup, no sales call.