SyndicatePro (by Wilson-Davis)
Powering Private Placements.
Overview
SyndicatePro is a technology platform developed by the broker-dealer Wilson-Davis & Co. It is designed to facilitate private placements, including real estate syndications, by providing tools for deal distribution, investor onboarding, and compliance. It serves as a hub for issuers, broker-dealers, and RIAs.
✨ Key Features
- Deal Marketplace
- Investor Onboarding
- Compliance Workflows
- Document Management
- Centralized Communication
🎯 Key Differentiators
- Developed and operated by an established broker-dealer.
- Focus on the specific needs of the independent broker-dealer (IBD) channel.
- Integrated approach to deal management and compliance.
Unique Value: Streamlines the entire private placement process for issuers and broker-dealers, from deal setup to investor closing, within a compliant framework.
🎯 Use Cases (3)
✅ Best For
- Distributing a private offering to a network of broker-dealers and RIAs.
- Managing the subscription process for multiple selling group members.
- Ensuring compliance throughout the private placement lifecycle.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Direct-to-investor syndicators who do not use a broker-dealer.
🏆 Alternatives
More focused on the broker-dealer and intermediary workflow than direct-to-investor syndication platforms.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All clients tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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