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Audience

Investment managers, investors, pre-seed startups, entrepreneurs

About Syndicately

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.

Pricing

Starting Price:
$0
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews - 11 User Reviews

Overall 5.0 / 5
ease 4.9 / 5
features 4.9 / 5
design 5.0 / 5
support 5.0 / 5

Company Information

Syndicately
Founded: 2021
United States
www.Syndicately.com

Videos and Screen Captures

Syndicately Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Phone Support
Online

Syndicately Frequently Asked Questions

Q: What kinds of users and organization types does Syndicately work with?
Q: What languages does Syndicately support in their product?
Q: What kind of support options does Syndicately offer?
Q: What type of training does Syndicately provide?
Q: Does Syndicately offer a free trial?
Q: How much does Syndicately cost?
Q: What pricing for support is available for Syndicately?

Syndicately Product Features

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting
  • A Syndicately User
    Self
    Used the software for: Less than 6 months
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1 - 25
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Solid platform, comprehensive features"

    Posted 2024-06-02

    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.

    Cons: I did not experienced any big issues. For the questions I had I was able to get answers quickly.

    Overall: Solid platform, comprehensive features. I am pleased with the service and would recommend it to others.

    Read More...
  • A Syndicately User
    Retired
    Used the software for: 6-12 Months
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Syndicately worth the reserch!"

    Posted 2024-04-22

    Pros: 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!

    Cons: Learning that there was a simple process that existed, I just did not know

    Overall: An experience I would certainly participate in going forward do to the comfort and reduced risk around investment

    Read More...
  • Elliott B.
    Director
    Used the software for: 1-2 Years
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "SPV Simplified!"

    Posted 2024-04-02

    Pros: 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.

    Cons: They have a roadmap for adding bank wire details launching soon but integrations to banks for ACH is available today.

    Overall: Special purpose vehicle investing is simplified. I can't tell you how challenging, manual and time consuming it is when trying to invest in private equity. Syndicately automates the entire process in just a few clicks. Once I have my profiles setup, I can always use them on future investments that are made available through this platform. I'm really thankful that someone finally solved the inefficiency of SPV investing and also built a platform for others to use for their investment raises. Great job Syndicately team!

    Read More...
  • A Syndicately User
    Investor
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Simplifying the investment process"

    Edited 2024-03-27

    Pros: 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).

    Cons: 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.

    Overall: I was delighted to participate in this investment opportunity and using Syndicately, as an accessible platform for investors, made it possible. The software is transparent, efficient and uncomplicated; it is one that I will continue to use and recommend to others.

    Read More...
  • A Syndicately User
    Owner
    Used the software for: 1-2 Years
    Frequency of Use: Yearly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great experience "

    Posted 2024-03-26

    Pros: 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 didn’t experience any cons when using Syndicately.

    Overall: I was excited about an investment opportunity and Syndicately made it easy for me to participate. Everything’s was handled timely and professionally. I will definitely continue using Syndicately going forward.

    Read More...
  • A Syndicately User
    Sales Rep
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Powerful tool "

    Posted 2024-03-24

    Pros: User-Friendly Interface: Syndicately offers a user-friendly interface, making it easy for users to navigate and utilize its features effectively.
    Comprehensive Solution: The platform provides a comprehensive solution for SPV creation and management, catering to the needs of various investment professionals.
    Scalability: Syndicately’s scalability allows it to accommodate users at different stages of their investment journey, from individuals to established firm
    Efficiency: By streamlining the investment process, Syndicately helps users save time and resources, enabling them to focus on making informed investment decisions.

    Cons: Learning Curve: For new users, there may be a learning curve associated with navigating the platform and understanding its features fully.

    Overall: Syndicately offers a robust solution for the creation and management of Special Purpose Vehicles, catering to a diverse range of users across different sectors. With its user-friendly interface, comprehensive features, and scalability, Syndicately provides an efficient and effective platform for simplifying the investment process and enhancing investment capabilities.

    Read More...
  • A Syndicately User
    Investor
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Your One Stop Shop for investing "

    Posted 2024-03-22

    Pros: Can manage multiple different investments in parallel, offer a suite of products to select from that fits your needs, provides investment opportunities for people inside/outside the investment world.

    Cons: There were a few enhancements that could ease the customer experience, the Syndicately team was quick to respond and made those needed adjustments in real-time. It's nice to know your feedback is well received and their team is highly focused on building an exceptional customer experience.

    Overall: Overall satisfied with my experience so far. The user interface is easy to use and manage on the day to day. It gets difficult managing multiple different investments so having the peace of mind knowing there's a one stop shop has been awesome.

    Read More...
  • A Syndicately User
    Executive
    Used the software for: Free Trial
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "100% Recommend"

    Posted 2024-03-20

    Pros: Syndicately is a revolutionary platform that simplifies the investment process for investors and fund managers. It offers a comprehensive solution for creating and managing Special Purpose Vehicles, catering to a wide range of professionals from solo entrepreneurs to seasoned investors.

    Cons: I have no negative remarks to give on this software. I found it easy to navigate and had no issues.

    Overall: With its streamlined approach and top-tier functionality, Syndicately transforms the investment experience, making deals seamless and successful. Highly recommended for those looking to enhance their investment strategies.

    Read More...
  • A Syndicately User
    Founder + CEO
    Used the software for: Less than 6 months
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Much needed functionality in a unique new arena"

    Posted 2024-03-20

    Pros: Wide variety of product offerings to help investors participate in new deals, get access to fund administration and simplification of liquidity/exits.

    Cons: Product is still new and working through updates and UX/UI. Feels like these minor nuances will only get better with time.

    Overall: Strong team with the right attitude towards customer service and making sure people feel empowered by their investment decisions. This is a unique platform enabled by new technologies which is really exciting to see.

    Read More...
  • Vandell A.
    Co-founder
    Used the software for: 6-12 Months
    Frequency of Use: Monthly
    User Role: User, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Streamlining SPV Management with Ease and Efficiency - Happy Customer"

    Posted 2024-03-20

    Pros: -User-Friendly Interface
    -Comprehensive Solution:
    -Dynamic Features
    -Efficiency
    -Scalability: Syndicately adapts effortlessly to varying needs, whether managing a single SPV or a diverse portfolio of investments.

    Cons: I haven't found anything lagging at the moment, so far so good and I've been extremely pleased with the platform.

    Overall: I cannot speak highly enough of Syndicately. As an avid user of this platform, I've found it to be an indispensable tool in my professional endeavors. The platform offers a dynamic and scalable solution that has truly revolutionized the way I manage Special Purpose Vehicles (SPVs).

    One of the standout features of Syndicately is its user-friendly interface. From the moment I logged in, I was impressed by how intuitive and easy to navigate the platform is. Whether you're a seasoned investor or a fund manager, Syndicately streamlines every aspect of the investment process, making it accessible and efficient for all users. This is a must-have for investors and fund managers alike. Highly recommended!

    Read More...
  • Benjamin M.
    Lead Investor
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Easy platform to manage my SPVs"

    Posted 2024-03-20

    Pros: The support team was responsive. The UI was easy to use and I was able to launch a deal and invite investors within 20 mins.

    Cons: I wish they supported 506c deals, however, the support representative said they plan to launch accredited 506c deals this year.

    Overall: Easy to use, fair and clear fee structure, and transparency throughout the process. The support is responsive and answered all of my relevant questions.

    Read More...
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