Syndication Pro
Streamline real estate syndication with all-in-one CRM, investor portal, and fundraising tools
About Syndication Pro
SyndicationPro is a comprehensive real estate syndication platform designed to help sponsors raise capital efficiently and manage investor relationships effectively. With features like SEC-compliant CRM, digital PPMs, integrated eSign, and ACH payments, it simplifies fundraising, investor communications, and deal management in one secure platform.
FAQ
SyndicationPro can be seamlessly integrated with your website through Sign Up and Login buttons. The platform also offers white-label options that display your company logo and colors on their secure infrastructure.
SyndicationPro offers a fully integrated eSign feature that allows investors to securely sign subscription documents directly within the platform, streamlining the investment process.
SyndicationPro includes a distributions calculator and allows you to import your own calculations. The platform also supports ACH payments, enabling safer and faster electronic payments to and from bank accounts.
Yes, SyndicationPro has a Reservation Module that allows you to showcase potential opportunities, begin conversations with investors, and secure soft commitments before finalizing your next deal.
SyndicationPro offers support through phone and email. Business hours are Monday to Friday, 9 AM to 5 PM ET, and the platform is closed on US holidays. Support contact is (385) 483-4872.
SyndicationPro is designed with SEC compliance in mind, offering features like a GP & LP Portal, built-in eSign, and secure document handling to meet regulatory requirements.
Yes, SyndicationPro allows you to securely invite co-sponsors, assign targets, share deal PPMs, documents, and updates while maintaining the anonymity of each sponsor’s investor list.
Yes, SyndicationPro is the only portal on the market that allows investors to fund investments directly from their self-directed IRA account with Equity Trust Company, streamlining the documentation process.
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