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. Advisor is sales-led — your account team handles trial setup and billing terms in your contract.

Can I change plans later?

Yes. You can upgrade or downgrade at any time. Changes take effect at the start of your next billing cycle.

Do you offer annual pricing?

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

Absolutely. All data is encrypted in transit (TLS) and at rest (AES-256). Row-level security enforced at the database layer ensures your portfolio data is visible only to you.

Do I need a credit card to start?

The Free plan is free forever with up to 5 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. Advisor is sales-led — talk to us to set up a demo.

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 5 deals. Pro trial requires a card and charges automatically when the trial ends unless canceled.

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

MonthlyAnnual Save 20% on Pro

Free

Best for: LPs getting started with portfolio tracking

$0/month

Up to 5 deals
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

$99/month

Pro trial requires a card and charges automatically when the trial ends unless canceled.

Tax-season ready: invite your CPA + financial advisor to view K-1s and reports (up to 2 service-provider seats)
Stop forwarding capital calls manually: auto-import from your sponsor inbox
Unlimited deals
AI K-1 & document parsing
Smart notifications
Advanced analytics & IRR
Scenario & Monte Carlo analysis
Sponsor tracking & scorecards
Peer benchmarking (anonymized)
K-1 tax export & deals export
LPAC-style quarterly reports
Shareable portfolio snapshots
Deal activity timeline
Document storage (10 GB)
Priority support

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

Advisor

Best for: Fund managers, RIAs, and family offices managing larger multi-client LP portfolios

$999/month, flat

Monthly billing, no per-seat scaling. Bring your whole team.

Sponsor Collaboration Portal: branded LP-side view for every client meeting
Multi-seat team management (unlimited admins, viewers, accountants)
Compliance suite (audit log, retention, anomaly detection)
Fund-level analytics, scenarios, and Monte Carlo modeling
LPAC-style quarterly reports across funds
Everything in Pro
Shared portfolio workspace across client accounts
Document storage (50 GB)
Dedicated account manager

Talk to sales

We'll set up a demo, walk you through onboarding, and tailor a contract to your firm.

Share your portfolio with your CPA

Pro plans include 2 service-provider seats so you can invite your CPA and financial advisor at no extra cost. Managing client portfolios on behalf of others? Talk to sales

Free plan up to 5 deals. Pro trial requires a card. Cancel anytime. No contracts. Prices in USD.

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 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.

Your time, dollarized

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

Syndications you track10

Most LPs have 5–25 active deals. Family offices often track 50+.

Hours per deal per month (admin)1.5 hrs

Reading sponsor emails, logging capital calls, chasing K-1s, updating spreadsheets, reconciling distributions.

Your time is worth ($ / hour)$150

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

With SyndTrack, your portfolio

Hours back per year144 hrs

Time value recovered$21,600

Pro plan cost (annual)−$948

Net annual savings+$20,652

Pro pays for itself in 2 weeks. You then earn back 22.8x what you spend.

Start free — track up to 5 deals

Free plan available. Pro trial requires a card and charges when the trial ends. Advisor is sales-led.

Methodology: estimates assume SyndTrack automation removes ~80% of the routine portfolio admin time. Real savings depend on your sponsors, your reporting cadence, and how much you currently track manually.

Full feature comparison

Feature	Free	Pro	Advisor
Number of deals	Up to 5	Unlimited	Unlimited
Capital call tracking
Distribution tracking
Deal activity timeline & notes
Document storage	100 MB	10 GB	50 GB
CSV import
CSV / xlsx export
Advanced analytics & IRR
Smart notifications
Sponsor tracking
K-1 tax export
Portfolio reporting	Basic	Full	Full
Search & filtering
Multi-seat access
Audit log & activity history
Support	Email	Priority	Dedicated

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, no manual data entry. SyndTrack auto-calculates IRR, tracks distributions, and alerts you to capital call deadlines — saving 10+ hours per month.

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 →

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. Advisor is sales-led — your account team handles trial setup and billing terms in your contract.
Can I change plans later?: Yes. You can upgrade or downgrade at any time. Changes take effect at the start of your next billing cycle.
Do you offer annual pricing?: Yes — pay annually and save 20%. Pro costs $948/year (equivalent to $79/month).
Is my data secure?: Absolutely. All data is encrypted in transit (TLS) and at rest (AES-256). Row-level security enforced at the database layer ensures your portfolio data is visible only to you.
Do I need a credit card to start?: The Free plan is free forever with up to 5 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. Advisor is sales-led — talk to us to set up a demo.
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.