Every capital call, K-1, and distribution, in one place.

Track every syndication from initial prospecting through due diligence, commitment, funding, and exit — all in one place. As a passive investor managing multiple deals simultaneously, you need visibility into every opportunity without anything falling through the cracks.

Add deals the moment you receive a pitch deck. Move them through your personal due diligence checklist, log commitment dates, and track funding milestones. Filter your pipeline by asset class, operator, geography, or deal status so you always know exactly where each investment stands.

Track deal status, expected capital calls, and the next recorded funding date in one structured pipeline. Whether you're evaluating your first syndication or managing a 30-deal portfolio, the pipeline view gives you a command center for your entire passive investing journey. Stop using sticky notes and calendar reminders. Bring every opportunity into a single structured view that scales as your portfolio grows.

Distributions are why you invest passively. SyndTrack makes it easy to log every payment you receive, categorize it as preferred return, return of capital, or profit share, and instantly see how your total returns are stacking up across your portfolio.

Unlike a spreadsheet where you manually enter numbers, SyndTrack calculates your running IRR and equity multiples automatically as each distribution is logged. See annualized returns per deal, per operator, and across your entire portfolio. Compare vintage cohorts — deals you entered in 2021 versus 2023 — to understand how market timing has impacted your performance.

View your distribution history as a timeline to spot patterns: which operators pay consistently, which are irregular, and which deals have slowed in recent quarters. All data rolls up into portfolio-level metrics so you always know your blended returns at a glance. Whether you receive monthly cash flow or annual proceeds from a refi, every dollar is tracked, categorized, and reflected in your total return picture.

Every deal looks good in the pitch deck. SyndTrack's AI deal scoring helps you cut through the marketing language and evaluate opportunities on what actually matters for passive investors.

When you click “Score Deal” on a deal, SyndTrack sends its structured data to an AI model that scores three dimensions: sponsor track record, deal structure, and return projections. The score uses the sponsor and deal information you enter, and nothing else. It does not access live market feeds, comparable sales, rent or vacancy data, news, or third-party sponsor databases. The sponsor score factors in the years in business, deal count, average IRR and equity multiple on the sponsor profile, and the consistency between projected and actual returns. There is deliberately no market dimension: scoring one would need rent, vacancy, cap rate and comparable-sales data that SyndTrack does not have, and a dimension that cannot tell two markets apart adds a constant rather than a signal. The deal structure score reviews the preferred return, waterfall position, and capital called against commitment that you recorded — fees and promote splits are not fields SyndTrack collects, so they are not scored. The return projections score scrutinizes target IRR, projected MOIC, and how actual distributions track against projections.

Crucially, every score is fully explainable — you see exactly what drove each rating and where the deal falls short. This isn't a black box. It's a second opinion you can interrogate and override with your own judgment. Use deal scoring to compare two similar opportunities side by side, or to gut-check a deal you're already excited about. What it cannot do is tell you anything your own records don't already contain.

Read our full AI scoring methodology — including data inputs, weighting, known limitations, and what the score does not capture.

Operators send documents constantly — capital call notices, distribution announcements, quarterly updates, K-1s. Most passive investors retype the numbers by hand, which means things get missed or mis-filed. SyndTrack's AI parsing turns that retyping into a review step: it extracts the figures and you confirm or correct each one before anything is saved.

Upload any sponsor PDF and SyndTrack parses the content, identifies whether it's a capital call, distribution notice, or K-1, and matches it to the correct deal. Capital call amounts and due dates, distribution amounts, and tax figures are extracted for your review — nothing is added to your obligations or return tracker until you approve it. The file itself is stored in your document library.

You don't have to change how operators communicate with you — drop in whatever they send, and SyndTrack extracts the key details for your review. Nothing is saved to your portfolio until you approve it. Over time, this creates a searchable, chronological record of every document from every operator, giving you a complete paper trail you can reference when evaluating whether to reinvest with a sponsor or reviewing a deal's history before exit.