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Portfolio Overview

Sample LP portfolio with 5 syndication deals across 3 sponsors. The sponsors, funds, figures and dates are all fictional.

Total Invested

$415K

Current Value

$479K

Total Distributions

$50K

TVPI

1.27x

MOIC

1.27x

DPI

0.12x

Blended IRR

14.8%

Deals

5

Recent Activity

Distribution+$3K

Kestrel Value-Add III

Aug 31, 2026

Distribution+$3K

Lantern Credit Fund II

Jul 15, 2026

Distribution+$2K

Kestrel MF Fund V

Jun 30, 2026

Distribution+$3K

Lantern Credit Fund II

Apr 15, 2026

Distribution+$2K

Kestrel MF Fund V

Mar 31, 2026

Interactive workflow

See a document become reviewed portfolio data.

Click through the sample flow. It shows the trust boundary that matters for LPs: AI can suggest fields, but you review the result before SyndTrack updates the deal record.

  1. 1Upload
  2. 2Parse
  3. 3Review
  4. 4Dashboard

1 / Upload

Drop in a capital call or K-1.

This demo uses sample data, but the production workflow starts with a PDF upload.

capital-call-kestrel-q2.pdf

2 pages · Sponsor notice · Sample file

Ready to parse.

Extracted fields

Informational output. Review required.

Document typePending--
DealPending--
Tax yearPending--
Amount duePending--
Due datePending--
Browse all sample documents
What Pro automates

This sample is hand-built. Pro runs it on your real documents.

Everything here is illustrative sample data. On a Pro plan, you upload the real sponsor documents, AI extracts the numbers, and nothing is saved until you approve it. Reminders and variance alerts then run on their own.

AI document parsing

Upload a sponsor PDF and SyndTrack parses the K-1, capital call, or PPM for you. The demo above is the manual sample of this loop.

Monte Carlo scenarios

Stress-test exit outcomes across thousands of simulations on each deal detail page.

Pro-forma variance alerts

Get flagged when a deal drifts from the sponsor's underwritten projections.

Portfolio & tax exports

One-click K-1 and full-portfolio PDF packages your CPA can open at tax time.

Capital-call reminders

Automatic email reminders before every due date so nothing slips.

Compare Free and Pro plans

Ready to track your own portfolio?

Your real data replaces the sample in minutes. Free plan up to 7 deals; Pro trial requires a card and charges automatically when the trial ends unless canceled.

This demo is simulated with realistic sample data. No account or real documents are used. See how the live product works.