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 transparent readiness checks
Best for: LPs getting started with portfolio tracking
Best for: Active LPs managing 10+ syndication investments
Pro trial requires a card. When the 14-day trial ends, your card is charged $948/yr for the first year unless canceled.
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. K-1 export stays 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.
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.
Honest launch proof
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 readiness checklist for launch.
Founder-used
Built from a real LP portfolio workflow.
Demo-first
Inspect sample data before signing up.
Public trust
Security, status, and readiness are linked.
Adjust the sliders to your portfolio. We compute the time and dollars you stop spending on portfolio admin.
Reading sponsor emails, logging capital calls, chasing K-1s, updating spreadsheets, reconciling distributions.
Use whatever number you would charge a client for the same hour.
Scenario estimate — with SyndTrack
In this scenario, Pro's cost is covered in about 7 weeks of the time value it frees up, roughly 7.6x its price.
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. Estimates assume automation removes ~80% of routine admin time, deliberately below what that portfolio saw. Real savings depend on your sponsors, your reporting cadence, and how much you currently track manually.
| Feature | Free | Pro |
|---|---|---|
| Number of deals | Up to 7 | Unlimited |
| Capital call tracking | ||
| Distribution tracking | ||
| Deal activity timeline & notes | ||
| Document storage | 100 MB | 10 GB |
| AI document parsing (capital calls, K-1s, reports) | 3 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 & push) | ||
| 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 |
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
Tools like Mint or Personal Capital don't understand syndication structures, capital calls, or K-1s. SyndTrack is built from the ground up for LP investors.
See full comparison →
vs. Sponsor Portals
Each sponsor has their own portal, but none gives you a cross-portfolio view. SyndTrack consolidates every deal from every operator into one dashboard.
See full comparison →