PSVTracker vs. Syndicately Comparison


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About PSVTracker is portfolio tracking software for investors whose money is spread across public markets and private deals. Most personal finance apps stop at brokerage and bank accounts. PSVTracker covers the rest: real estate syndications, private equity and venture funds, direct property, crypto, precious metals, homes, vehicles, cash and liabilities, tracked next to connected brokerage accounts. It calculates XIRR, TVPI, DPI, RVPI, cash-on-cash, equity multiple and CAGR automatically, per investment and across the portfolio. It compares expected vs. actual performance against sponsor projections, tracks every capital event including contributions, distributions and return of capital, handles nested entities and partial ownership percentages, and marks K-1s received or pending. Bank and brokerage connections run through Plaid. Data is encrypted in transit and at rest on AWS. Read-only sharing with a CPA, spouse or advisor. Free plan available, no credit card required.	About Syndicately provides a comprehensive platform designed for the creation and management of Special Purpose Vehicles (SPVs), facilitating a simpler investment process for investors and fund managers in private opportunities. From solo entrepreneurs navigating risk and funding for new ventures, to seasoned investment professionals across Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital sectors looking to leverage the power of Special Purpose Vehicles (SPVs) and grow their portfolios. Our platform offers a dynamic, scalable solution for all. Syndicately streamlines the entire investment process, ensuring your next deal is seamless and successful. Experience the ease of top-tier enterprise functionality with Syndicately, and transform the way you invest.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Individual investors and limited partners (LPs) who hold real estate syndications, private equity and venture funds alongside public brokerage accounts. Also family offices, RIAs and CPAs who report on these portfolios.	Audience Investment managers, investors, pre-seed startups, entrepreneurs
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $25/month Newbie: Free forever. Unlimited investments, holdings and transactions, unlimited CSV and spreadsheet imports, 3 account connections, 30 Ask PSVT questions a week. Tracker: $25/month or $249/year. Unlimited account connections, 60 Ask PSVT questions a week, 1 shared user. Optimizer: $60/month or $599/year. Future projections, tax estimate and adjusted net worth, automatic monthly revaluations, unlimited home and vehicle value lookups, 100 Ask PSVT questions a week, unlimited shared users. Annual billing saves 17%. Priced per account, not per user. New accounts get a 14-day free trial at Optimizer level, no credit card required. Free Version Supported Free Trial Supported	Pricing $0 Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 5.0 / 5 ease 4.9 / 5 features 4.9 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews
	Pros & Cons from Real Users Pros I recently used the services of Syndicately. Very solid platform. The interface is user-friendly and the features are comprehensive. Their customer service is responsive and helpful, making the overall experience smooth and reliable. The speed and ease of Syndicate provides an incredible risk reduction around investing for the average investor like myself as well as investors that pool their capital to invest into deals. Worth the research! Helps automate the entire process, multiple profiles setup, takes out the manual documentation process back and forth, integrates DocuSign for signing and TAX status registration, easily apply profiles to investment deals. Investing on Sydicately is an effortless process. The platform is professionally designed and equipped with user friendly features. The software provides sophisticated investors with a seamless experience when participating on a Special Purpose Vehicle (SPV). Easy to use. Professionalism of the highest degree. Everything processed in a timely fashion. The design of the website creates a sense of trust and it’s easy to use. Cons I did not experienced any big issues. For the questions I had I was able to get answers quickly. Learning that there was a simple process that existed, I just did not know They have a roadmap for adding bank wire details launching soon but integrations to banks for ACH is available today. I have nothing negative to say about this platform or its software. The one question I had was responded to expeditiously by the support rep. I didn’t experience any cons when using Syndicately.
Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information PSVTracker Founded: 2023 United States psvtracker.com	Company Information Syndicately Founded: 2021 United States www.Syndicately.com
Alternatives Clockwork	Alternatives SPV Hub
Syndicately	Sydecar
Ormax AI	PSVTracker
Edda	Allocations
Elysys Wealth Elysys View All	Clockwork View All
Categories Investment Management Supported	Categories Investment Management Supported
Investment Management Features Accounting Management Not Supported Benchmarking Supported Bonds / Stocks Supported Client Management Not Supported Commodities Supported Compliance Reporting Not Supported Data Import / Export Supported For Investment Advisors Not Supported For Investors & Traders Supported Fund Management Not Supported Modeling & Simulation Not Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Not Supported
Integrations Corda Not Supported Plaid Supported View All 1 Integration	Integrations Corda Supported Plaid Not Supported View All 1 Integration
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