Syndicately
The Operating System for Private Investing.
Overview
Syndicately provides the infrastructure for venture capital, private equity, and real estate investors to run their syndicates and funds. The platform helps with entity formation, banking, compliance, and investor management. It aims to automate the administrative heavy lifting, allowing dealmakers to focus on finding and closing investments.
✨ Key Features
- SPV & Fund Formation
- Investor Onboarding
- Deal Management
- Capital Call Automation
- Investor Communications
- Compliance Support
🎯 Key Differentiators
- Provides an end-to-end 'fund-in-a-box' solution.
- Handles complex back-office tasks like formation and banking.
- Serves a variety of private investment types, including real estate.
Unique Value: An all-in-one platform that handles the tedious back-office work of private investing, making it easier to launch and manage syndicates and funds.
🎯 Use Cases (4)
✅ Best For
- Quickly launching a Special Purpose Vehicle (SPV) for a single deal.
- Managing the entire fundraising process from investor invite to closing.
- Automating back-office tasks for a syndicate or small fund.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Large institutional funds with their own in-house back-office teams.
- Firms only looking for a CRM or investor portal without back-office services.
🏆 Alternatives
Offers a more integrated service that includes entity formation and banking, compared to pure software platforms that only provide an investor portal.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (All tier)
💰 Pricing
Free tier: N/A
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