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What is Syndicately?

Syndicately presents a powerful platform designed specifically for the creation and management of Special Purpose Vehicles (SPVs), simplifying the investment process for both investors and fund managers involved in private projects.

Our platform caters to a wide range of users, from budding entrepreneurs seeking financial support for innovative ideas to seasoned investors affiliated with Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital sectors looking to leverage SPVs to diversify and enhance their investment portfolios.

By using Syndicately, the investment journey is streamlined, ensuring that your future transactions are efficient and successful. Experience the benefits of our cutting-edge enterprise features with Syndicately, and transform the way you approach your investment strategies for greater success in the market. This innovative solution is designed to adapt and grow with your investment needs.

Pricing

Price Starts At:
$0
Free Trial Offered?:
Yes

Screenshots and Video

Syndicately Screenshot 1

Company Facts

Company Name:
Syndicately
Date Founded:
2021
Company Location:
United States
Company Website:
www.Syndicately.com
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Syndicately Categories and Features

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
  • Reviewer Name: A Verified Reviewer
    Position: Owner
    Has used product for: 1-2 Years
    Uses the product: Yearly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Benjamin M.
    Position: Lead Investor
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Investor
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Simplifying the investment process

    Updated: 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...
  • Reviewer Name: A Verified Reviewer
    Position: Executive
    Has used product for: Free Trial
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Self
    Has used product for: Less than 6 months
    Uses the product: Monthly
    Org Size (# of Employees): 1 - 25
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Retired
    Has used product for: 6-12 Months
    Uses the product: Monthly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Investor
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Elliott B.
    Position: Director
    Has used product for: 1-2 Years
    Uses the product: Monthly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Founder + CEO
    Has used product for: Less than 6 months
    Uses the product: Monthly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Vandell A.
    Position: Co-founder
    Has used product for: 6-12 Months
    Uses the product: Monthly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Sales Rep
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
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