SyndicationPro

Syndicators are switching from investor portals such as IMS to SyndicationPro.

Secured Electronic Payments Within Portal

SyndicationPro brings in the convenience of ACH Payments on the portal to allow you to make payments and profit distribution on the go. Get electronic payments to and from a bank account for enhanced productivity and peace of mind, as we enable safer and faster payments within the platform.

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Save Time With Our Digital PPM and Fully Integrated e-Sign

Quickly close your investment round by automating the entire fundraising process. Our real estate syndication software walks your investor through every part of the investment process, including securely signing subscription documents and funding their investment.

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An Institutional Quality Investor Portal Driving Instant Credibility

Set the tone from the start and elevate your investor experience by providing a simple and intuitive real estate syndication platform to showcase new opportunities and provide updates and insights for existing investments. Professionally branded email templates come standard.

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The Only CRM Built to Nurture and Identify Serious Investors

Real estate syndicators can filter and group leads, leave notes, view and send emails from within the platform, and view investor activity logs. Marketing automation, Text message marketing, and automated activity-based lead scoring are coming soon!

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Investor Relations Streamlined & Distributions Done for You!

Seamlessly provide updates to your investors including distributions. Our real estate syndication software has a distributions calculator and you have the option of importing your calculations as well! Integrated ACH payments are coming soon!

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Get Soft Commitments Before Finding Your Next Deal

Using our Reservation Module, you are able to showcase potential opportunities to begin conversations with investors and secure soft commitments. This gives you a list of primed investors ready for your next deal and lets you know how much investor demand you have.

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Bring in Co-Sponsors to Take Down Large Deals Together!

Our real estate syndication platform allows you to securely invite co-sponsors, assign targets, share deal PPM, documents, and updates while maintaining the anonymity each of sponsor’s investor list.

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Integrated Directly With Your Website, Logo and Colors

Give investors an institutional experience by seamlessly integrating our real estate syndication software within your website through Sign Up and Login buttons. Our white-label options display your company logo and colors on our powerful and secure infrastructure.

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Demo section

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Reduce 75% time doing Q&A while raising capital

Robust and Easy-to-Use Investor CRM, Investor Portal and Investment Management Software to Increase Your Competitive Edge.

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What Our Clients Say!

SyndicationPro’s user interface is amazing! The support staff are responsive and are willing to go the extra mile to help you give your investors the best experience!

Matt Engle CashFlow Investor

75%

Less Time Spent Doing Q&A While Raising Capital

Having the team behind SyndicationPro be actual commercial real estate investors and not just tech guys help them truly understand our needs in a capital-raising platform.

Mark A. Rios ProsperityCRE.com

87%

Less Time Spent Getting Investor Docs Signs

We chose SyndicationPro because of the intuitive design, especially when it comes to the investor-facing portal. We love using it so far and are continuously excited for new features that are regularly released!