LP Portfolio Tracker
The LP Portfolio Tracker Built for Real Estate Passive Investors
Track capital calls, distributions, K-1s, and sponsor exposure across your entire syndication portfolio. One dashboard, every deal, every sponsor.
Track up to 5 deals free, forever.
Built for
- Accredited investors in real estate syndications
- LPs managing multiple deals across sponsors
- Family offices tracking private real estate allocations
- Individual investors who want to see their real IRR
Not built for
- Sponsors or GPs who need investor management tools
- Stock or crypto portfolio tracking
- Bank account aggregation or net worth tracking
- Fund accounting or audit-grade reporting
The problems LP portfolio tracking solves
Capital calls scattered across email threads
Every capital call surfaced with amount, due date, and payment status
IRR lives in a spreadsheet formula you haven't verified
XIRR auto-calculated across your entire portfolio, per deal and blended
K-1s in email, PPMs in Dropbox, docs in Google Drive
Every document linked to its deal, searchable by type and tax year
No idea what your real exposure is by sponsor or market
Concentration analysis by sponsor, geography, asset class, and vintage
What you can track
Portfolio analytics
IRR, MOIC, DPI, TVPI, and equity multiples calculated automatically. Per-deal, per-sponsor, and blended across your entire allocation.
Capital call alerts
Never miss a deadline. Capital calls are parsed from forwarded emails with amount, due date, and payment status tracked automatically.
Document vault
K-1s, PPMs, subscription agreements, and quarterly reports organized by deal. One export for your CPA at tax time.
Sponsor exposure tracking
See your concentration by sponsor, market, asset class, and vintage year. Know exactly where your capital is allocated.
Distribution tracking
Log every distribution with date, amount, and type. See your cash-on-cash returns and distribution timelines across all deals.
Bank-grade security
Row-level security, AES-256 encryption, and authentication via Clerk. Your portfolio data is isolated and never shared.
How LPs typically track investments today
Frequently asked questions
- What is an LP portfolio tracker?
- An LP portfolio tracker is software that helps limited partners (passive investors) monitor their real estate syndication investments in one place. It tracks capital calls, distributions, K-1 tax documents, and performance metrics like IRR and MOIC across multiple deals and sponsors.
- Who is SyndTrack built for?
- SyndTrack is built for accredited investors who hold passive LP positions in real estate syndications. If you're managing multiple deals across sponsors and currently tracking them in spreadsheets or across separate sponsor portals, SyndTrack replaces that patchwork.
- How is this different from a sponsor portal?
- Sponsor portals only show you deals from one operator. SyndTrack consolidates every deal from every sponsor into a single dashboard with cross-portfolio analytics. You get one login, one view, and one set of blended metrics.
- How does SyndTrack calculate IRR?
- SyndTrack uses the XIRR method, which accounts for the actual timing of each cash flow (capital calls, distributions, and current valuations). This gives you a time-weighted return that reflects when money moved, not just how much.
- Is my financial data safe?
- Yes. SyndTrack uses row-level security (your data is isolated from other users), AES-256 encryption at rest and in transit, and authentication through Clerk with multi-factor support. We never link to your bank accounts or sell your data.
- Can I try SyndTrack before paying?
- Yes. The Free plan tracks up to 5 deals forever. The Pro plan includes a 14-day trial with full feature access; a card is required upfront and charges automatically when the trial ends, so there is no service interruption. You can cancel inside the trial window from the billing portal. Advisor is sales-led — talk to us to set up a demo and tailored contract.
Start tracking your LP portfolio today
14-day Pro trial (card required, charged when trial ends), track up to 5 deals on the Free plan forever, or talk to sales about Advisor for fund managers and family offices.