Do I need to enter my Stripe / bank credentials?

No. SyndTrack does not link to bank accounts. You enter your syndication deals directly or import from a CSV. Stripe is only used if you upgrade to Pro — we never see your bank login.

How is my data stored?

Encrypted at rest (AES-256) and in transit (TLS). Row-level security in Postgres ensures your portfolio data is visible only to you. We do not sell, lease, or share data with sponsors. See the security page for full detail.

Can I export my data if I leave?

Yes. CSV export is available on every paid tier. Free tier users can export by upgrading temporarily, exporting, then downgrading — your data is preserved through downgrades.

What happens to my data when my trial ends?

Your account pauses; data is fully preserved. You can upgrade to Pro at any time and pick up where you left off.

Is there an API I can use for my own integrations?

Yes — a JSON API is available for Pro and Advisor tiers. See the Developer API section above for the link to the API reference (requires authentication).

Documentation

Get the most out of SyndTrack in 30 minutes

Quickstart, import workflows, email automation, K-1 exports, and the developer API. All in one page so you can scan, find, and ship.

Quickstart

Three steps from signup to your first tracked deal.

Sign up
Free tier with up to 5 deals forever. Pick your investor persona on the welcome step so the rest of setup is tuned to your workflow. Create an account
Bring your data in
Import a CSV from a sponsor portal or your own spreadsheet (free tier). Or enter one deal manually to get a feel for the product. Or load demo data — clearly marked, easy to clear.
Add cash flows as they happen
Log capital calls and distributions, or upload sponsor PDFs and let the AI parser extract the figures. Either way the dashboard stays current and the alerts know your deadlines.

CSV import

CSV import is a free tier feature. Bring your existing spreadsheet and SyndTrack maps the columns automatically.

Required columns

deal_name — free text, e.g. "Riverside Multifamily Fund III"
sponsor_name — GP / operator name
committed_capital — dollars, no commas (e.g. 50000)
asset_class — multifamily, office, retail, industrial, hospitality, self_storage, mixed_use, land, etc.
status — prospective, committed, active, distributing, exited

Optional columns for richer data: vintage_year, target_irr, hold_period_years, geography, notes.

Open CSV import Download sample CSV

The sample is 10 realistic LP positions across multifamily, industrial, self-storage, and mixed-use. Open it in Excel / Numbers / Sheets to confirm the format before importing your own.

Email parsing Pro

Forward an operator email to your dedicated SyndTrack address and the AI parser pulls capital call amounts, due dates, distribution figures, and document attachments — all linked to the right deal automatically.

Setup takes one minute: open the dashboard, navigate to Email Imports, copy your forwarding address, and add a forwarding rule in Gmail / Outlook for any sponsor whose updates you want auto-tracked.

Free tier users: email parsing is part of Pro. The CSV import path covers the same activation goal without the AI layer.

K-1 export Pro

At tax time, SyndTrack bundles every K-1 from the prior tax year into one CSV export. Hand it to your CPA in one email instead of forwarding twenty PDFs.

The export includes per-deal allocations, capital balances, and any tax figures the AI parser extracted from uploaded K-1 PDFs. Manual entries and parsed entries appear identically in the export — your CPA does not need to know which were which.

Available on Pro and Advisor tiers from $99/month. The one quarter where Pro pays for itself many times over.

Notifications & alerts

Capital call alerts. Every active deal you have shows pending and overdue capital calls in the dashboard widget. Free tier; deadline-aware.
Weekly action digest. Monday 9am UTC, an email summarizing what needs attention this week — stale valuations, missing distributions, parse failures. Skipped automatically on quiet weeks.
K-1 season prep. One email March 1 each year, reminding you that K-1s are landing and showing the export workflow.
Year-end planning. One email December 1 with a checklist to close the tax year clean (log Q4 distributions, refresh valuations, map next year's capital calls).
Smart in-app notifications. Pro tier; deadline alerts for capital calls, document upload confirmations, and parse-completion events.

One unsubscribe link disables every email channel — no double opt-out chase.

Developer API Pro

JSON API over HTTPS. Authenticate with your Clerk session cookie or a personal API token (Pro+ tiers). All endpoints are rate-limited and audit-logged.

The full API reference lives behind the dashboard authentication wall so it can show your real account's example payloads alongside the schema. Sign in to view it.

Open API reference (sign in required)

FAQ

Do I need to enter my Stripe / bank credentials?: No. SyndTrack does not link to bank accounts. You enter your syndication deals directly or import from a CSV. Stripe is only used if you upgrade to Pro — we never see your bank login.
How is my data stored?: Encrypted at rest (AES-256) and in transit (TLS). Row-level security in Postgres ensures your portfolio data is visible only to you. We do not sell, lease, or share data with sponsors. See the security page for full detail.
Can I export my data if I leave?: Yes. CSV export is available on every paid tier. Free tier users can export by upgrading temporarily, exporting, then downgrading — your data is preserved through downgrades.
What happens to my data when my trial ends?: Your account pauses; data is fully preserved. You can upgrade to Pro at any time and pick up where you left off.
Is there an API I can use for my own integrations?: Yes — a JSON API is available for Pro and Advisor tiers. See the Developer API section above for the link to the API reference (requires authentication).

Did not find what you needed? support@syndtrack.io.

Ready to track your portfolio?

Free for up to 5 deals. CSV import included.

Start free Try interactive demo