Syndication Bookkeeping to Partnerships
For a complete service package, combine our syndication and asset management services.
Real State Syndications
Unique Online Portal
All investors have a unique investment portal to track the investment’s performance, reports and view all documents associated with their investment. Investors are also able to digitally sign required documents within the portal
Positions & Distributions
Track all investors and their positions from their contributed capital. Easily distribute preferred returns to investors according to your payout formulas and waterfalls. Issue K1s to all investors with a click of a button.
Fundraising
Streamline the fundraising of capital from your investors and conduct capital calls. Take advantage of our network of accredited investors looking for investment properties.
Detailed Information
Track unique details about every investment including its environmental impact, valuations during the lifetime of the investment, loan balances, cash reserves, target performance, internal rate of return, and more