Earn investor trust faster with the syndication industry’s
first and most advanced LP investor portal
Give investors better reporting without adding overhead and reduce one-off investor requests. Auto-generate portfolio and asset-level reports and send to investors in minutes.
Speed up the subscription process with automation. Market your offerings, accept commitments, collect signatures and even receive funding electronically via ACH direct deposit.
Give your investors 24/7 access to their investments, including contribution and distribution history, reports and K-1s. Delight them with all their information behind one login.
Manage investor contributions, distributions, entities, and documents for all your assets in one place. Collaborate better with portfolio management, acquisitions, and operations teams to save hours of work so you can gracefully handle more investments.
Manage one source of data so that accounting, investor relations, and legal teams can sync up in real-time to reduce the back and forth. Leverage tools like email, notes, tags, document tracking, search and more.
Compliance and Security
Secure your investment data and protect your investors from wire fraud and leaks with a system built using the same standards as the big banks. Verify investor accreditation, run KYC/AML, and control offering privacy and confidentiality.
Everything you need to elevate your real estate investment
business, wrapped up in one seamless software package.
Give your team investment management software that everyone is excited to use. Our clean design makes everything easier — your team will ramp up faster, your company will see quicker results, and your investors will love using it.
Native integrations and matching workflows give CRE syndicators a true sense of the word “automation.” And with just the right amount of features, deal sponsors can get the job done, delight investors and move on to other tasks gracefully.
We’re solely focused on providing investment management software to real estate syndicators. We get constant feedback from our stakeholders who use our software daily to manage and operate their real estate assets. The result? A seamless and powerful experience without bloated features or pricing and it gets better by the day.
As CRE professionals, we faced the same day-to-day issues as you. We’re compassionate to fund managers and investors alike, and remain prepared to hold your hand for a smooth transition so you can evolve your platform without any hiccups.
From our blog
How to Humanize Real Estate Investor Relations
Emphasizing stronger relationships with your investors can be a strategy that gives your firm a strong competitive advantage...
A Comprehensive Approach to Real Estate Deal Due Diligence
You’ve identified your acquisition target. It pencils out and the bones of the deal meet your criteria. hook, line, and sinker...