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Public roadmap

What we're shipping next, what's in flight, and what we're considering. Tell us which ones matter most using the email link below.

Updated when items move. We commit to status, not dates.

In progress3

  • Bulk K-1 PDF import

    Drop a folder of K-1 PDFs from prior tax years and SyndTrack parses each, links to the right deal, and computes loss carryforward.

    tax

  • Cohort IRR comparison reports

    Compare your vintage-year cohorts against each other and against PitchBook private-RE benchmarks.

    reporting

  • Bank-feed distribution reconciliation

    Connect a Plaid feed (read-only) and SyndTrack auto-matches incoming ACH deposits to the right distribution record.

    integrations

Planned3

  • Native mobile apps (iOS + Android)

    Capital call push notifications, distribution alerts, and quick-add deal flow from your phone.

    core

  • Team / family-office multi-seat

    Multiple users on one account with role-based access (admin, accountant, view-only).

    platform

  • Waterfall + carry modeling per deal

    Model preferred return, catch-up, and promote splits per deal. Project sponsor vs. LP economics across hold horizons.

    reporting

Exploring3

  • Auditor-grade activity export

    Per-deal audit trail PDF with every capital call, distribution, document upload, and edit timestamped for accountant review.

    reporting

  • Marketplace-deal sync (Crowdstreet, RealCrowd, EquityMultiple)

    Connect your marketplace accounts and SyndTrack pulls your existing positions automatically. No more manual entry.

    integrations

  • 1031 exchange planner

    Track 45/180-day windows, identification candidates, and potential boot at exit. Tax-loss harvesting suggestions.

    tax

Shipped5

  • Advisor embed widget

    One-line iframe snippet to put a live SyndTrack portfolio summary on your client-portal site.

    platform

  • One-click full data export

    Download your entire portfolio (deals, capital calls, distributions, transactions, document metadata) as a single JSON blob.

    platform

  • Anonymized track-record share link

    Public, view-only summary URL you can send to a sponsor. Aggregate stats only - no deal names, sponsor names, or per-deal dollars leak.

    core

  • AI-assisted CSV column mapping

    Paste any CSV; Claude maps your columns to deals/capital_calls/distributions for you to review before anything imports. No more manual field-by-field setup.

    import

  • .ics calendar subscription

    Subscribe to your capital call due dates and distribution events as a personal calendar feed in Google / Outlook / Apple Calendar.

    core

Don't see what you need?

Email roadmap@syndtrack.io with the workflow you're trying to do. Real user feedback shapes what we ship next.