Three plans.
Priced by the size of your business.

Yes. Every plan includes state notice tracking, Form D review reminders, SEC filing lookups by issuer CIK, and filing evidence. Syndelo helps your team identify items to review; it does not submit filings or determine legal compliance. Your team and securities counsel make those decisions.

Launch includes 1 workspace, Growth includes 3, and Scale includes 10. Each workspace keeps its records and member access separate. Switch between the workspaces you belong to with one login. Owners can create custom roles and assign access per workspace. Your other plan limits apply across the subscription, not separately to each workspace.

Launch includes 3 active investment vehicles, Growth includes 15, and Scale includes unlimited active investment vehicles. A vehicle is a separate deal entity or fund administered in Syndelo. AUM, investor, and team-member limits still apply.

No. Investor Updates and Branding are consistent across all plans, including custom logos, colors, and portal domains. Higher tiers add operational capacity, automation, reporting, waterfall capabilities, and support.

Launch includes up to $10M, Growth up to $50M, and Scale up to $100M in assets under management (AUM). For pricing, managed AUM means the latest reported gross asset value attributable to investments administered in Syndelo, counting each underlying asset once across fund and feeder structures. This is a subscription pricing measure, not regulatory AUM.

API and MCP access is included with Growth and Scale. Launch does not include external API or MCP access. All plans retain full access to their included features in the Syndelo web application.

Pay for ten months and use Syndelo for twelve. Launch is $6,950 per year, Growth is $9,950 per year, and Scale is $19,950 per year, paid upfront. That saves $1,390, $1,990, or $3,990 compared with twelve monthly payments.

An individual, trust, retirement account, or entity with an active investment counts as one investor. The same account investing in multiple vehicles counts once. Prospect-only CRM contacts and archived accounts without active investments do not count toward your limit.

Yes. Your subscription covers investor portal access. Investors do not need to purchase a Syndelo subscription to view their investments, documents, or updates.

Third-party payment processing and identity or accreditation verification may carry separate charges. Provider options and any applicable usage fees will be confirmed before activation.

Choose a plan that covers your managed AUM, investors, active investment vehicles, and team size. For more than $100M in AUM or 1,500 investors, book a demo to discuss custom pricing.

Choose a plan, create your workspace, and complete secure payment inside Syndelo. You can also book a demo first. If billing is not yet connected in your environment, you can register and return to checkout when it is available.