Everything you need to manage your syndication portfolio

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.

Set reminders for critical deadlines — subscription agreement signatures, funding wires, or equity contribution windows — so you never miss a closing. 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.

Each deal you add receives an AI-generated score across three dimensions: operator track record, market strength, and deal structure. The operator score factors in historical performance, exit history, and communication quality based on data you've logged over time. The market score evaluates the MSA, asset class cycle position, and local supply-demand dynamics. The deal structure score reviews preferred return, equity split, waterfall terms, and LP protections.

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. Better information leads to better decisions, and SyndTrack gives you the analytical edge most passive investors never have.

Operators send emails constantly — capital call notices, distribution announcements, quarterly updates, K-1 delivery confirmations. Most passive investors try to track these manually, which means things get missed or mis-filed. SyndTrack's email import eliminates the manual work entirely.

You'll receive a unique SyndTrack forwarding address. Forward any operator email there and SyndTrack automatically parses the content, identifies whether it's a capital call, distribution notice, or update, and logs it to the correct deal. Capital call amounts and due dates are extracted and added to your upcoming obligations. Distribution amounts are posted to your return tracker. Attachments are filed to your document library.

You don't have to change how operators communicate with you — just forward the emails and SyndTrack handles the rest. Over time, this creates a searchable, chronological record of every communication 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.