Everything Syndelo does,
feature by feature.
Investor relationships, fundraising, capital operations, and compliance tracking,
with a portal that keeps investors informed.
Investor CRM.
Track every prospect and investor, the entities they invest through, and every conversation. Your whole team works from the same records.
- Contacts linked to their LLCs, trusts, and IRAs
- Call notes and follow-up tasks with an owner
- Committed and invested totals for each investor
- Owner, admin, and view-only team roles
The people behind your portfolio.
Every relationship, with the context that matters.
Online fundraising.
Investors sign up, subscribe, and sign online, with no paper and no email attachments. You review and approve each step.
- A public offering page for each deal
- Investor self-signup with email verification
- Subscription questionnaire and accreditation upload
- E-signature through Signclad, with reusable templates
Your next investment starts here.
From the first conversation to a funded commitment.
The Juniper Residences
Austin, TX · Multifamily
Capital and distributions.
Record who owns what in each deal or fund, call capital, and calculate how much each investor gets paid.
- Syndications and funds, with multiple share classes
- Commitments and capital calls for each investor
- Distributions split by preferred return, return of capital, and LP/GP share
- An approval step, then a payment register you can export
A clearer view of your day.
Here’s what’s happening across your investments.
Capital contributions
2026Needs your attention
3Your investments
Investor portal.
Every investor gets a free login to see their investments, documents, and updates. That means fewer “can you resend that?” emails.
- Your logo, your colors, and your own domain
- Investment and distribution history
- K-1s, statements, and signed agreements
- Investor updates, with optional AI drafting
Good morning, Olivia.
Your investments, with everything in view.
The Juniper ResidencesMultifamily$200,000
Northline Equity Fund IIEquity fund$150,000Parkside CommonsMultifamily$100,000Compliance tracking.
New investors can bring new filing considerations. Keep state notices, Form D review dates, and supporting evidence alongside the offerings they belong to.
Included in every plan. Your team and securities counsel stay in control of filing decisions.
See Compliance In A DemoNew-State Filing Reminders
Flag investors in states you haven’t reviewed for an offering, and track state notice status and review dates.
Form D & Amendment Reviews
Look up SEC filings by issuer CIK and track annual review reminders for continuing offerings, plus items that may need an amendment review.
Evidence Your Team Can Follow
Keep filing evidence and review notes together. Optional AI-assisted review helps summarize items for your team to check.
Syndelo provides tracking and review reminders. Filings and legal determinations remain with your team and counsel.
Live investor accounts, e-signing, and payments aren’t switched on yet. The product tour shows each feature with sample data.
Click through Syndelo
before you talk to anyone.
The product tour uses a sample sponsor and sample investors. No signup, no sales call.