Syndicately Reviews

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

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.

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.

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.

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.

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.

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.

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.

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.

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.