Investor CRM
Every investor, the LLCs, trusts, and IRAs they invest through, call notes, and follow-up tasks with an owner.
More About Investor CRMReal estate syndication software
for raising and managing your investors.
Most syndicators run their investors on a spreadsheet, an e-sign tool, a shared drive, and email. Syndelo puts the investor list, the raise, the paperwork, ownership, distributions, and the investor portal in one system. Plans start at $695 a month.
For sponsors raising from outside investors: first-time syndicators, sponsors running several deals, and fund managers up to $100M AUM.A clearer view of your day.
Here’s what’s happening across your investments.
Equity under management$24,850,000Across 8 investments
Active investors128OB JC SMReal relationships. One place.
Distributions this year$1,284,50012 completed distributions
Capital contributions
2026$12m$8m$4m$0
JanMarMayJulSepDec
Needs your attention
3Every next step, accounted for.
Your investments
What you get
Offering pages
A page for each deal, public or private, marked 506(b) or 506(c), with the minimum investment, target raise, and close date.
More About Offering pagesOnline subscriptions
Investors sign up, complete your onboarding steps and questionnaire, and submit an application you approve, send back, or decline.
More About Online subscriptionsCapital calls
Commitments by investor and class, capital calls split across what each investor still owes, and settled capital for every deal.
More About Capital callsDistributions
Preferred return, return of capital, and LP/GP split worked out per investor. A second team member approves before it’s final.
More About DistributionsInvestor portal and updates
A branded portal on your own domain with holdings, distributions, documents, and updates you can draft with AI.
More About Investor portal and updatesHow it works
Set up the deal
Create the investment as a syndication, fund, joint venture, or multi-class deal, add its classes, and publish an offering page.
Raise
Share the page. Investors sign up, complete onboarding and the questionnaire, and sign the subscription agreement online.
Close
Approve subscriptions. Accepted commitments become ownership records, with no re-keying into a separate cap table.
Run it
Call capital, run distributions, post K-1s and updates. Investors see all of it in the portal instead of emailing you.
What works today
Syndelo is in preview, so here is exactly where each part stands.
In the product now
- Investor CRM, offering pages, and subscription review
- Capital calls and configurable distribution structures with approval
- Branded investor portal and investor updates with AI drafting
- API and MCP access on Growth and Scale
Built, not switched on yet
- eSign for subscription agreements
- Accreditation verification
Planned
- ACH contributions and distributions
- Data rooms
Common questions
What is real estate syndication software?
Software that runs the investor side of a syndication: tracking prospects and investors, taking subscriptions and signatures, recording who owns what, calling capital, calculating distributions, and giving investors a portal for their documents. It replaces the spreadsheet, e-sign tool, and shared drive most sponsors start with.
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.
Does Syndelo work for funds as well as syndications?
Yes. Each investment can be a syndication, an equity fund, a joint venture, or a multi-class deal, with its own investment classes, commitments, and capital calls. Master-feeder and other complex fund structures are planned for the Scale plan.
Does Syndelo handle 506(b) and 506(c) offerings?
Each offering is marked 506(b) or 506(c) and can be private or public. Syndelo records your choice and the investor’s answers; it doesn’t make an offering compliant. That decision stays with you and your securities counsel.
Can investors pay through Syndelo?
Not yet. ACH contributions and distributions are planned. Today Syndelo calculates what each investor is owed and exports an approved payment register you can use with your bank.
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.