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Comparison

SyndTrack vs. Syndication Tracker

Syndication Tracker is free, built by a passive investor, and genuinely good at the LP ledger: projected vs actual, IRR, K-1 reminders, missed distribution alerts. If that is the job, start there. SyndTrack is for the point where you want sponsor scorecards across six deals, a simplified illustrative allocation (not a dated pref calculator), and a K-1 export ready for your CPA, with CPA and advisor seats for the account itself rolling out by invite. Some investors run both. Checked on their site 2026-07-29.

Feature-by-feature comparison

FeatureSyndTrackSyndication Tracker
PriceFree to 7 deals, then $99/mo ($79/mo annually)Free
Paid tier available todayNot yet; their site says paid tiers are planned
Projected vs actual on every deal
IRR and equity multiple
K-1 tracking and reminders
Missed distribution alerts
Sponsor due-diligence questionnaires (pre-investment)
Simplified illustrative allocationIllustrative only; no dated pref accrualNot listed on their site
Sponsor scorecards across your dealsNot listed on their site
Monte Carlo sensitivity on exit multiple and hold period against underwriting assumptionsNot listed on their site
Service-provider seats (CPA, advisor)Invite-only (staged rollout)Not listed on their site
Try it before signing upPublic interactive demoSample data, no signup

Why investors switch to SyndTrack

The analysis above the ledger

Syndication Tracker does the LP ledger well. Where SyndTrack goes further is the analysis on top: a simplified illustrative allocation that does not perform dated preferred-return accrual, sponsor scorecards across every deal you hold with an operator, and Monte Carlo sensitivity on exit multiple and hold period that you can run against the sponsor's underwriting assumptions.

Your CPA in the product, not in your inbox

Missing-K-1 tracking across every deal and a one-click export package ready for your CPA, so March is a handoff instead of a scavenger hunt. CPA and advisor seats are invite-only during a staged rollout and not included in a new Pro subscription yet.

An explicit AI trust boundary, and a published security posture

AI extracts fields with confidence scores and nothing touches your portfolio until you review and accept it. We also publish a live status page, a security page, a subprocessor list and a responsible-disclosure policy, so you can check the claims rather than take them.

Ready to upgrade from Syndication Tracker?

Start a 14-day Pro trial (card required, charged when the trial ends), track up to 7 deals on the Free plan forever.