Syndicately provides a simpler investment process for investors and fund managers through the creation and management of Special Purpose Vehicles (SPVs).
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.
Yes
R3 Corda
Investment management
Yes
GPs and LPs looking to run Special Purpose Vehicles for 506(b) and 506(c) deals
Very automated documentation and process, multiple profile creation, deal overview, bank and tax form integrations, KYC process, very easy in general.
They've mentioned the integration or forms on their production roadmap coming soon where you can collect wire transfer details from banks. Today, you can do this with ACH and Bank integrations.
Private equity investments
The process of. onboarding is straight-forward. The user interface is decent, easy, and easy to look at. It could use some info bubbles for first-timers or anyone with questions on terms or items.
The process of KYC has two options of uploading files. The first one involves access to a phone camera to align identity cards and such into a virtual box. This process can be frustrating as the software takes a very long time to take the picture (while asking you to keep still) or will take the picture as you are moving the camera. The second option of taking the pictures and uploading them is much easier. The first option should be improved or removed. Once you have uploaded your documents, you have to wait awhile for approval. But everything else is easy.
Syndicately allows me to participate in fund raises for exclusive private investment opportunities. As part of a new community of middle class investors, I hope to help realize opportunities when I can.
