Syndelo fits sponsors at three sizes. Here’s the problem each one usually has
and what Syndelo does about it.
You’re probably tracking investors in a spreadsheet and emailing PDFs for signature. Syndelo gives you a real investor list, online subscriptions, and a portal that makes a small shop look established.
The hard part is keeping everyone on the same numbers. Syndelo gives your team one shared record for each investor, tasks with a named owner, and the same subscription and distribution process on every deal.
You need to know who changed what and who approved it. Syndelo logs team activity, requires an approval before distributions are final, and connects to your other systems through an API.
Plans differ by number of investors, assets under management, number of deals, and team size. Every plan includes the CRM, online fundraising, and the investor portal.
See PricingThe product tour uses a sample sponsor and sample investors. No signup, no sales call.