What happens when my Pro trial ends?

After the 14-day Pro trial, the card on file is charged automatically and your subscription continues without interruption. If you cancel inside the trial window from the billing portal, no charge is made and your account reverts to the Free plan with all your data preserved.

Can I change plans later?

Yes. Upgrading from Free to Pro starts a 14-day trial through checkout — that trial applies to an account's first subscription only; a later resubscribe is charged at checkout instead. If you already have a Pro subscription, plan changes are handled in the billing portal. Cancellations take effect at the end of the current billing period, so you keep Pro until the period you have already paid for ends.

Do you offer annual pricing?

Yes — pay annually and save 20%. Pro costs $948/yr (equivalent to $79/mo).

All data is encrypted in transit (TLS) and at rest (AES-256). 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. See the security page for full detail.

Do I need a credit card to start?

The Free plan is free forever with up to 7 deals. The Pro 14-day trial requires a card upfront and charges automatically when the trial ends, so there is no service interruption. You can cancel inside the trial window from your billing portal.

What does fair use mean for AI document parsing?

Fair use means about 2,200 documents over a rolling 12 months (trailing 365 days, no monthly reset), plus a daily breaker of about 220 documents a day that resets at midnight UTC. This is far above normal portfolio use; if you hit it, get in touch and we will sort it out.

How does SyndTrack compare to spreadsheets or other tools?

SyndTrack is purpose-built for LP investors — unlike spreadsheets, generic finance apps, or fragmented sponsor portals. See our detailed comparisons: SyndTrack vs. Spreadsheets, vs. Sponsor Portals, and vs. Generic Trackers.

Simple, transparent pricing

Name: SyndTrack
Brand: SyndTrack
Availability: InStock

Free plan up to 7 deals. Pro trial requires a card and charges automatically when the trial ends unless canceled.

SyndTrack is available to investors located in the United States.

Documented security

Clerk auth, Stripe billing, Supabase RLS

Demo before signup

Inspect the LP workflow before importing data

Founder-led launch

Early access with a public status page

MonthlyAnnual Save 20% on Pro

Free

Best for: LPs getting started with portfolio tracking

$0/month

Up to 7 deals
10 free AI document parses (review-gated, no card)
CSV import (bring your existing data)
Portfolio dashboard
Capital call tracking
Distribution tracking
Document storage (100 MB)
Basic reporting

Pro

Best for: Active LPs managing 10+ syndication investments

$79/month, billed annually ($948/yr)

Pro trial requires a card and applies to an account's first subscription only. When the 14-day trial ends your card is charged $948/year, unless you cancel before then. If you have subscribed before, checkout charges you at purchase instead of starting a trial.

Tax-season ready: export K-1s and reports for your CPA (collaboration seats are invite-only during staged rollout)
Stop retyping capital calls: upload the sponsor's notice and AI extracts the amount and due date for your review
Unlimited deals
Unmetered AI K-1 & document parsing (fair use)
Smart notifications
Advanced analytics & IRR
Scenario & Monte Carlo analysis
Sponsor tracking & scorecards
Benchmark overlay for context (illustrative indices)
K-1 tax export & deals export
Shareable portfolio snapshots
Deal activity timeline
Document storage (10 GB per account)
Priority support: your requests are handled ahead of free-plan requests in the same in-app help form

14-day trial. Cancel before the trial ends to avoid being charged.

CPA collaboration is invite-only

Team seats and shared CPA access are not generally available while this capability is in staged rollout. Existing allowlisted accounts keep access. Exporting your K-1 summary as CSV is free; Excel and PDF tax packages are on Pro.

Free plan up to 7 deals. The Pro trial requires a card and charges automatically when the trial ends unless canceled. No contracts. Prices in USD.

AI you can check

The AI extracts. You review. Then it saves.

Every field is pulled with a confidence score, low-confidence values are flagged, and nothing touches your portfolio until you accept it. No black box, no auto-applied numbers.

Review-gated by design — informational only, never investment advice.

Honest launch proof

No borrowed logos. No inflated customer counts.

SyndTrack is in early access. The proof we show before signup is what exists today: a working demo, a founder-used LP workflow, public security posture, and a public status page.

Founder-used

Built from a real LP portfolio workflow.

Demo-first

Inspect sample data before signing up.

Public trust

Security posture and system status are published.

Your time, dollarized

Adjust the sliders to your portfolio. We compute the time and dollars you stop spending on portfolio admin.

Syndications you track10

Hours a month you spend tracking deals5 hrs

Reading sponsor emails, logging capital calls, updating spreadsheets, reconciling distributions.

Your time is worth ($ / hour)$150

Use whatever number you would charge a client for the same hour.

Scenario estimate — with SyndTrack

Hours back per year35 hrs

Time value recovered$5,250

Pro plan cost (a year, billed monthly)−$1,188

Net annual savings+$4,062

Pro's cost is covered by about day 7 of each month. In this scenario the time value is roughly 4.4x Pro's price. At $99/mo billed monthly ($1,188 a year), the modeled value of your time savings is $438 a month, leaving $4,062 of net value over a year.

Start free — track up to 7 deals

Free plan available. Pro trial requires a card and charges when the trial ends.

Methodology: this is an estimate from the numbers you entered, not a result we are promising. The sliders start at our own measured portfolio (5.2 hours a month across 10 deals, itemised in the founder case study), which is a single self-reported portfolio rather than a study. The saving is your hours minus SyndTrack's own review time, using the same per-deal table as the ROI calculator (5 minutes a month plus 12 per deal), so both pages give the same answer for the same inputs. Real savings depend on your sponsors, your reporting cadence, and how much you currently track manually.

Full feature comparison

Feature	Free	Pro
Number of deals	Up to 7	Unlimited
Capital call tracking
Distribution tracking
Deal activity timeline & notes
Document storage (per account)	100 MB	10 GB
AI document parsing (capital calls, K-1s, reports)	10 documents (review-gated)	Unmetered AI K-1 & document parsing (fair use)
CSV import
UI CSV export of your portfolio data
Excel / PDF export
API keys & programmatic access
Advanced analytics & IRR	Limited	Full
Capital call reminders (in-app & email)
Smart notifications
Sponsor tracking
K-1 tax dashboard & Excel/PDF
Portfolio reporting	Basic	Full
Search & filtering
Team seats		Invite-only (not generally available)
Support	Help Center & contact form	Priority

Why LPs choose SyndTrack

More specialized than spreadsheets, lighter than institutional alts operations platforms, and built around the individual LP workflow.

vs. Spreadsheets

No formulas to maintain. SyndTrack auto-calculates IRR from the cash flows you review, tracks distributions, and alerts you to capital call deadlines. The founder case study breaks down one 10-deal workflow, and the gap widens with larger portfolios.

See full comparison →

vs. Generic Finance Apps

Empower, Monarch, and Copilot do not list syndication structures, capital calls, or K-1s on their sites (checked 2026-10-10). SyndTrack is built from the ground up for LP investors.

See full comparison →

vs. Sponsor Portals

Each sponsor chooses its own portal, and what a portal shows varies. SyndTrack consolidates every deal from every operator into one dashboard.

See full comparison →

Frequently asked questions

What happens when my Pro trial ends?: After the 14-day Pro trial, the card on file is charged automatically and your subscription continues without interruption. If you cancel inside the trial window from the billing portal, no charge is made and your account reverts to the Free plan with all your data preserved.
Can I change plans later?: Yes. Upgrading from Free to Pro starts a 14-day trial through checkout — that trial applies to an account's first subscription only; a later resubscribe is charged at checkout instead. If you already have a Pro subscription, plan changes are handled in the billing portal. Cancellations take effect at the end of the current billing period, so you keep Pro until the period you have already paid for ends.
Do you offer annual pricing?: Yes — pay annually and save 20%. Pro costs $948/yr (equivalent to $79/mo).
Is my data secure?: All data is encrypted in transit (TLS) and at rest (AES-256). 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. See the security page for full detail.
Do I need a credit card to start?: The Free plan is free forever with up to 7 deals. The Pro 14-day trial requires a card upfront and charges automatically when the trial ends, so there is no service interruption. You can cancel inside the trial window from your billing portal.
What does fair use mean for AI document parsing?: Fair use means about 2,200 documents over a rolling 12 months (trailing 365 days, no monthly reset), plus a daily breaker of about 220 documents a day that resets at midnight UTC. This is far above normal portfolio use; if you hit it, get in touch and we will sort it out.
How does SyndTrack compare to spreadsheets or other tools?: SyndTrack is purpose-built for LP investors — unlike spreadsheets, generic finance apps, or fragmented sponsor portals. See our detailed comparisons: SyndTrack vs. Spreadsheets, vs. Sponsor Portals, and vs. Generic Trackers.