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Description
Enhance your fundraising capabilities and expedite your closing process with an integrated suite that includes data rooms, lead management, online subscriptions, and a tailored CRM for private fundraising. Eliminate the need for spreadsheets with intuitive tools designed for calculating returns, managing waterfalls, and automating workflows for investors. Offer your clients exceptional reporting and instant access to their investments through the top investor portal in the industry. Optimize your fundraising initiatives and accelerate closings using customizable data rooms and online subscription options. Seamlessly create and securely distribute personalized notices, financial statements, and reports that meet industry standards. Effortlessly oversee partnership accounting while automating distribution calculations and tracking payments all from a single, centralized dashboard. This comprehensive approach not only simplifies processes but also enhances client satisfaction and engagement.
Description
Investors can view a digital portfolio and deal documents on SyndicationPro's real-estate investor portal. They can also eSign to invest and create multiple profiles. A simple interface allows users to access distribution updates and investment updates. Our real estate investor portal software allows investors track their investments across various profile types, generate investment reports, download all tax documents, and download all offers and tax documents. Investor relations are more efficient with less overhead. You can be available digitally 24/7, 365 days per year. Your most tech-challenged investor will not be confused or discouraged by an easy experience. We have perfected our investor experience over thousands of investments. This ensures that investors can find what they want and accomplish what they set out for with ease. This makes it easy for you to raise funds for your real estate syndications. Investors are happy and confident throughout the process.
API Access
Has API
No
API Access
Has API
No
Integrations
Gmail
Yes
Vyzer
Yes
Airtable
No
ClickFunnels
No
Discord
No
Docusign
Yes
Facebook Ads
No
Google Analytics
Yes
Google Calendar
No
Google Drive
No
Integrations
Gmail
Yes
Vyzer
Yes
Airtable
Yes
ClickFunnels
Yes
Discord
Yes
Docusign
No
Facebook Ads
Yes
Google Analytics
No
Google Calendar
Yes
Google Drive
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Juniper Square
Founded
2014
Country
United States
Website
www.junipersquare.com
Vendor Details
Company Name
SponsorCloud
Country
United States
Website
syndicationpro.com
Product Features
Commercial Real Estate
Brand Management
No
CRM
Yes
Cash Flow Analysis
No
Critical Date Alerts
Yes
Deal Management
No
For Appraisers
No
For Brokers
No
For Investors
Yes
For Property Managers
No
Portfolio Management
Yes
Strategic Planning
No
Investment Management
Accounting Management
Yes
Benchmarking
No
Bonds / Stocks
No
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
No
Risk Management
Yes
Real Estate Transaction Management
Accounting
Yes
Appointment Scheduling
No
CRM
Yes
Commission Management
No
Contract Management
No
Critical Date Alerts
Yes
Document Templates
Yes
Electronic Signature
Yes
File Sharing
Yes
Task Management
Yes
Transaction Review
Yes
Product Features
Real Estate Marketing
Advertising Management
No
CMA
No
CRM
No
Contact Management
No
Email Marketing
No
Lead Generation
No
Listing Management / IDX
No
Presentation
No
Reporting / Analytics
No
SEO
No
SMS Marketing
No
Social Media Marketing
No
Virtual Tour
No
Website Builder
No
