Compare Syndicately vs Crowd Valley vs RootAnt

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About Syndicately

Syndicately provides a comprehensive platform designed for the creation and management of Special Purpose Vehicles (SPVs), facilitating a simpler investment process for investors and fund managers in private opportunities.

From solo entrepreneurs navigating risk and funding for new ventures, to seasoned investment professionals across Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital sectors looking to leverage the power of Special Purpose Vehicles (SPVs) and grow their portfolios. Our platform offers a dynamic, scalable solution for all.

Syndicately streamlines the entire investment process, ensuring your next deal is seamless and successful. Experience the ease of top-tier enterprise functionality with Syndicately, and transform the way you invest.

About Crowd Valley

The Crowd Valley API is used to build online platforms and marketplaces globally for managing private placements, securities, real estate, crowdfunding, peer-to-peer lending, and public stock trading. The public REST API provides an end to end server side application, which supports the technical back office requirements for client side applications of various kinds in the online investing and lending markets. The Crowd Valley API also contains private financial back office functions and other services which are made available on request.

About RootAnt

The platform provides a financial platform that is built with modularity at its core. It has a deep suite of a fully integrated, back-end, middleware and front-end services and applications. RootAnt now remains one of the only Fintech companies in China improving the financial experience.

RAPID DEPLOYMENT
Dramatically reduce setup risk and maintain your new platform for a fraction of the cost of a legacy system. Compete in the market and grow your margins, with minimal CAPEX and a more efficient OPEX.

LEVERAGE DATA
Access detailed, real-time customer data through state-of-the-art data warehousing, understand customers with machine learning technology and present tailored, relevant in-house and third-party services.

MULTI-DEPLOYMENT
RootAnt has two deployment options: in the cloud or local. The economics of the cloud means you can pay as you grow and only pay for the space you use. For higher security reason, you could choose private data center to deploy.

The vertical solutions we currently serve are: Trading, Asset Investment, Wealth management and Digital Assets.

Features

  • 2-Factor Authentication
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Scheduling
  • Tax Management

Features

  • 2-Factor Authentication
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Scheduling
  • Tax Management

Features

  • 2-Factor Authentication
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Scheduling
  • Tax Management

Summary

    No key features associated with this application.

Summary

  • Payments

  • User Workflows

  • KYC/AML and Compliance

  • ID Verification

  • Data Rooms

  • Analytics

Summary

  • Affiliate System

  • CRM/CEM

  • Account Management

  • Investment Platform

Pricing

  • Credit card required: N/A
  • Free sandbox access.
    Fixed monthly fee upon launch.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes

  • Does this service integrate with any other apps?
  • R3 Corda

  • What is this service generally used for?
  • Investment management

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • Who are the main user groups of this service?
  • GPs and LPs looking to run Special Purpose Vehicles for 506(b) and 506(c) deals

FAQs

    No FAQs associated with this application.

FAQs

    No FAQs associated with this application.

Vendor Information

Founded:
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Based in:
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Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
7

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Syndicately
  • Personal
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

Regional Restrictions:
No restrictions.

Other

Who uses RootAnt
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Chinese
Regional Restrictions:
No restrictions.
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