Top Pick

Syndicately Description

Syndicately offers a robust platform tailored for creating and managing Special Purpose Vehicles (SPVs), making the investment procedure easier for both investors and fund managers engaging in private ventures.

Whether it's individual entrepreneurs facing risks and seeking funding for new projects, or experienced investors from Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital fields wanting to utilize SPVs to expand their portfolios, our platform provides a versatile, expandable solution for everyone.

With Syndicately, the entire process of investing is made efficient, ensuring that your upcoming transaction is smooth and successful. Discover the convenience of advanced enterprise features with Syndicately, and revolutionize your investment strategy.

Pricing

Pricing Starts At:
$0
Free Trial:
Yes

Integrations

Reviews - 11 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Syndicately
Year Founded:
2021
Headquarters:
United States
Website:
www.Syndicately.com
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Media

Syndicately Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Videos
Customer Support
Phone Support
Online

Syndicately Features and Options

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
  • Name: Anonymous (Verified)
    Job Title: Self
    Length of product use: Less than 6 months
    Used How Often?: Monthly
    Role: User
    Organization Size: 1 - 25
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Solid platform, comprehensive features

    Date: Jun 02 2024

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

    Positive: 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.

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

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Retired
    Length of product use: 6-12 Months
    Used How Often?: Monthly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Syndicately worth the reserch!

    Date: Apr 22 2024

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

    Positive: 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!

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

    Read More...
  • Name: Elliott B.
    Job Title: Director
    Length of product use: 1-2 Years
    Used How Often?: Monthly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    SPV Simplified!

    Date: Apr 02 2024

    Summary: 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!

    Positive: 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.

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

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Investor
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Simplifying the investment process

    Edited: Mar 27 2024

    Summary: 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.

    Positive: 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).

    Negative: 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.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Owner
    Length of product use: 1-2 Years
    Used How Often?: Yearly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great experience

    Date: Mar 26 2024

    Summary: 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.

    Positive: 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.

    Negative: I didn’t experience any cons when using Syndicately.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Sales Rep
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Powerful tool

    Date: Mar 24 2024

    Summary: 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.

    Positive: 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.

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

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Investor
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Your One Stop Shop for investing

    Date: Mar 22 2024

    Summary: 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.

    Positive: 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.

    Negative: 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.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Executive
    Length of product use: Free Trial
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    100% Recommend

    Date: Mar 20 2024

    Summary: 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.

    Positive: 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.

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

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Founder + CEO
    Length of product use: Less than 6 months
    Used How Often?: Monthly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Much needed functionality in a unique new arena

    Date: Mar 20 2024

    Summary: 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.

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

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

    Read More...
  • Name: Vandell A.
    Job Title: Co-founder
    Length of product use: 6-12 Months
    Used How Often?: Monthly
    Role: User, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Streamlining SPV Management with Ease and Efficiency - Happy Customer

    Date: Mar 20 2024

    Summary: 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!

    Positive: -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.

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

    Read More...
  • Name: Benjamin M.
    Job Title: Lead Investor
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Easy platform to manage my SPVs

    Date: Mar 20 2024

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

    Positive: 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.

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

    Read More...
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