Get the most out of SyndTrack in 30 minutes

Quickstart

Three steps from signup to your first tracked deal.

1. 1

   Sign up

   Free tier with up to 7 deals forever. The welcome step asks which best describes you; answering is optional. Create an account

2. 2

   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.

3. 3

   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.

Optional columns for richer data: status, called_capital, current_valuation, vintage_year, investment_date, target_preferred_return, location, deal_size, hold_period_years, target_irr, notes.

status defaults to active when it is blank. Allowed values: prospective, committed, active, distributing, exited, defaulted, suspended.

The sample is 7 LP positions across 7 asset classes. Open it in Excel / Numbers / Sheets to confirm the format before importing your own.

Document parsing Pro(10 free parses on Free)

Upload a sponsor PDF with selectable text, or a PNG/JPG image of a scan — a capital call notice, distribution notice, or K-1 — and the AI parser extracts amounts, due dates, and tax figures, then queues them against the right deal for your review — nothing is saved to your portfolio until you approve it. Scanned PDFs are not supported yet; export the pages as PNG or JPG first.

No setup required: open the dashboard, navigate to Documents, and drop in the next PDF a sponsor sends you. The parsed fields wait in a review queue where you approve, correct, or reject each one.

Free tier users: unmetered document parsing for normal portfolio use, subject to fair-use limits, is part of Pro. If you reach a fair-use limit, the in-app message explains which limit you hit and what to do next. The CSV import path covers the same activation goal without the AI layer.

K-1 export

At tax time, SyndTrack generates a K-1 summary for one tax year: a CSV on every plan, or Excel or PDF on Pro. Hand it to your CPA in one email. On Pro, the CPA tax package is one zip for the year with that summary as Excel, CSV and PDF, every K-1 file you uploaded for the year renamed by year, sponsor and deal, and a cover sheet listing which deals have a K-1 in the package and which still do not.

Per deal, it totals distributions, return of capital, refinance proceeds, capital contributions and fees for the year, with an estimated ownership share and capital basis. Those figures are estimated from the calls, distributions and fees you have recorded, and such a row is labelled “Estimated from ledger”. Where you uploaded a K-1 for the year and reviewed and approved its fields, that deal’s row instead shows the K-1’s income (Box 1 plus Box 2), its Box 19 distributions and its capital account, and is labelled “From K-1 (reviewed)”. A K-1 you have not approved is never used. Partnership income and capital gains are never estimated. The CSV, Excel and PDF hold figures only and do not include the original K-1 PDFs; the CPA tax package does. Manual entries and transactions approved from parsed notices appear identically in the export.

The K-1 CSV is free; the tax dashboard, Excel/PDF exports and the CPA tax package are on Pro from $99/month. If tax season is your biggest time sink, this is the feature to try first.

Notifications & alerts

• Capital call alerts. Every active deal you have shows pending and overdue capital calls in the dashboard widget. Reminders go out 30, 14 and 7 days before each due date, in-app and by email, on every plan; both are on by default and can be turned off in Settings. Reminders are checked once a day at 09:00 UTC.
• 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.
• Quarterly portfolio review. On the 5th of January, April, July and October (13:00 UTC), an email covering the quarter that just ended: capital called, distributions received, your position at quarter end, and what is coming due. It goes to accounts with at least one deal that is not a sample deal, and is skipped when there is nothing to report.
• 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).
• What Pro adds. Capital-call deadline reminders (in-app and email) are on every plan. Pro adds variance alerts when a valuation moves away from projection, and email delivery of deal status-change notices.

The unsubscribe link in any onboarding, digest, quarterly review, tax-season or year-end email stops all of them at once, and the Email updates switch in Settings turns them back on. Capital-call alerts are separate: manage them in Settings.

Developer API Pro

JSON API over HTTPS, with two auth models. The app's own routes use your Clerk session: the browser cookie, or a Clerk JWT sent as a Bearer token. Personal API keys (Pro) work only on the versioned /api/v1/* routes. Requests arerate-limited, and writes made through an API key (creating, updating and deleting deals, recording transactions, notes and documents, and managing webhook subscriptions) are recorded in your audit log.

The full API reference is public: every endpoint, the scope each one needs, and the plan and rate limits that apply. You can also fetch the OpenAPI document directly from /api/openapi.

FAQ

Do I need to enter my Stripe / bank credentials?

No, and you never need to. Bank-transaction import through Plaid is in validation and not yet generally available; when you connect it, we never see your bank login. Otherwise you enter your syndication deals directly or import from a CSV. Stripe is only used if you upgrade to Pro — we never see your card number.

How is my data stored?

Encrypted at rest (AES-256) and in transit (TLS). Requests from your browser session run under Postgres row-level security scoped to your account, and server-side and API-key paths enforce account ownership in code. A deal you share with teammates is visible to those invited members. 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, on every tier including Free. Go to Settings, then Data & Privacy, and click 'Download data export' for a one-click, self-service portfolio JSON export, or request a durable ZIP archive from the background export panel. The archive includes the JSON, available document bytes, and a checksum manifest, subject to its 100-document / 40 MiB cap. No upgrade required; your data is never held hostage.

What happens to my data when my trial ends?

At the end of the 14-day Pro trial, the card on file is charged automatically and Pro continues without interruption. Cancel inside the trial window through the billing portal to avoid the charge; your account returns to Free with all data preserved. If you cancel after the trial, cancellation takes effect at the end of the paid period.

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

Yes — a JSON API is available on the Pro tier. See the Developer API section above for the link to the public API reference.

Did not find what you needed? Visit our help page.