Your brand, not ours
Your logo, primary and accent colors, and your own portal domain. Custom domains are included on every plan, not sold as an add-on.
A real estate investor portal
on your own domain, on every plan.
Give every investor a login where they can see what they own, what they’ve been paid, and every document you’ve sent. It carries your logo, your colors, and an address like investors.yourfirm.com. Investors never pay for it.
For sponsors tired of answering “can you resend my K-1?” and who want a small firm to look established.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
Holdings and history
Each investor sees their investments, commitments, contributions, and every distribution, for each entity they invest through.
Documents in one place
K-1s, statements, and signed agreements, shared privately per investor. No more digging through email for last year’s K-1.
Applications and next steps
Investors finish onboarding, answer questionnaires, and track their applications in the same portal they use after closing.
More About Applications and next stepsUpdates archive
Every investor update you publish stays in the portal, so a new investor can read the history of a deal.
More About Updates archiveWorks on a phone
Balances, documents, and navigation are built for phone screens, so investors don’t need a laptop to check on their money.
How it works
Brand it
Upload your logo, pick your colors, and preview the portal before investors see it.
Connect your domain
Add a hostname like investors.yourfirm.com and a DNS record. Syndelo checks you own it before routing traffic.
Invite investors
Send a branded signup link or invite existing investors. You decide who gets access to what.
What works today
Syndelo is in preview, so here is exactly where each part stands.
In the product now
- Branded portal with holdings, distributions, documents, and updates
- Logo and color branding with live preview
- Investor self-signup through your branded link
- K-1 matching review, bulk delivery, and customizable email templates
Built, not switched on yet
- Connecting live custom domains (domain setup is built; certificates go live at launch)
- Signing agreements inside the portal
Common questions
Do investors pay to use the portal?
No. Your subscription covers portal access for every investor. Investors don’t need their own Syndelo subscription.
Can I put the portal on my own domain?
Yes, on every plan. You add a hostname such as investors.yourfirm.com and a DNS record, and Syndelo verifies ownership before serving the portal there.
What do investors see?
Their investments, commitments, contributions, distributions, documents such as K-1s and signed agreements, investor updates, and any applications or onboarding steps still open.
How do K-1s get to investors?
You upload tax documents and share each one privately with the right investing account; the investor sees it in the portal. Bulk K-1 matching and delivery include a review step before release.
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.