Centralize every commitment, distribution, and K-1 across your LP portfolio. Upload a capital call, distribution, quarterly report, or K-1 and AI extracts the fields for your review. Stop juggling spreadsheets, sponsor portals, and K-1 PDFs — see your XIRR and stay on top of every deadline.
Built by an LP investor and real estate professional behind $3.1B+ in transactions across 15 states — who uses SyndTrack to track his own portfolio.
Free plan tracks up to 7 deals with automated capital-call reminders and manual/CSV entry. Pro adds unmetered document parsing for normal portfolio use, subject to fair-use limits (14-day trial, card required, cancel anytime).
Four deals, real metrics, one screen. This is what your dashboard looks like once your deals are in.
No signup required. Sample data populates automatically.
Workflow proof
The core launch promise is not another dashboard. It is the repeatable LP loop: collect documents, extract the important fields, review them, and keep capital calls, K-1s, and XIRR tied to each deal.
Open the interactive demoDrop in the PDFs sponsors send you, or import your existing records via CSV.
Amounts, due dates, tax year, deal name, and document type are suggested with review state.
AI output is informational, user-reviewable, and never presented as investment advice.
Your dashboard, export package, and accountant-facing records stay in sync.
Early-access proof
SyndTrack is narrower than a spreadsheet and lighter than enterprise LP portals: capital calls, K-1s, sponsor portals, and XIRR stay tied to each deal without forcing an institutional operating model.
Demo-first launchInteractive dashboard and pricing flows are available before signup so investors can inspect the workflow.
Founder-led validationBuilt by an LP for his own syndication documents, capital calls, and tax-season package.
Clear wedgeSolo/accredited LPs come first; advisor and fund-manager workflows stay secondary.
The more deals you add, the more time you spend on spreadsheets instead of evaluating investments. SyndTrack brings the core LP workflow into one place.
Without SyndTrack. You're tracking capital calls from multiple operators across email threads and calendar reminders. It works until you miss one.
With SyndTrack. Automated 7/14/30-day reminders on every capital call you track — included on the free plan. On Pro, upload the operator's notice and the amount, due date, and status are extracted for your review; nothing saves until you approve it.
Without SyndTrack. Your real IRR lives in a spreadsheet formula you haven't verified in months. Blended returns across operators? Nobody knows.
With SyndTrack. Returns recalculate when reviewed cash flows change, not a stale spreadsheet formula. XIRR, equity multiple, and distribution timelines auto-calculated. Per-deal, per-sponsor, blended.
Without SyndTrack. K-1s in email, PPMs in Dropbox, subscription docs in Google Drive. Every tax season you spend hours pulling it all together.
With SyndTrack. Export organized, deal-linked K-1 records for your CPA. Every K-1, PPM, and subscription agreement is linked to its deal and searchable by type and tax year.
Without SyndTrack. Sponsor accountability? You'd never bother. Multi-deal analytics (DPI, TVPI, MOIC)? Build it yourself, maintain it forever. Liquidity planning? Hope you don't over-commit.
With SyndTrack. Pro-forma vs. actual variance tracking, multi-deal metrics (DPI, TVPI, MOIC) recalculated as you log activity, and a 12-month forward capital call forecast — all out of the box.
Capital-call reminders and manual/CSV entry are included on the free plan (up to 7 deals). Unmetered document parsing for normal portfolio use, subject to fair-use limits, and one-click K-1 export are Pro features.
5.2 hours/month → 30 minutes
Founder workflow model for a 10-deal LP portfolio, before and after using SyndTrack.
Built by Terry Kipp — an LP investor and real estate professional behind $3.1B+ in real estate transactions across 15 states. He uses SyndTrack to track his own LP portfolio. Read why he built it →
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Join for free today. Import your first deal in minutes. Free for up to 7 deals · Pro from $99/mo.
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Built by an LP who uses SyndTrack for his own deals. Read why →
On the LP roadmap: Cohort IRR comparison reports · Bulk K-1 PDF import · Bank-feed distribution reconciliation