8 Best Real Estate Fundraising Syndication Software for Investment Distribution (2024 Reviews)

Real Estate Bees’ editorial team asked a number of industry-leading real estate investors to share their expertise on the best real estate investment distribution software tools to help our readers make a more educated purchase decision when researching available solutions.

With the help of the experts, we identified the best real estate syndication software and evaluated their features and pricing information. Visiting retailers of the listed products by clicking links within our content may earn us commissions from your purchases, but we never receive any compensation for the inclusion of products and/or services in our consumer guides. Read our editorial guidelines to learn more about our review and rating process.

— Kimberly Anderson, Senior Creative Editor at Real Estate Bees

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InvestNext is a management platform that helps businesses manage their investment portfolios.

The platform provides access to information from one unified portal, streamlining operations, and allowing users to manage the entire lifecycle of a real estate syndication, including raising capital, complex waterfall distributions, and more.

The platform reduces complexity by automating tedious manual processes and enables users to quickly access information whenever they need it.

Features

Integrated CRM

The integrated CRM allows syndicators to track interactions with current and prospective investors.

It helps them stay organized by managing their contact information, investment data, and communication history.

Users can also precisely target their messaging and outreach strategies to their ideal prospects using the CRM.

Communications Management

InvestNext provides a structured communications management system for sponsors and syndicators.

The platform connects directly with email providers, enabling syndicators and sponsors to easily share photos and videos with their investors.

It allows them to send mass emails and publish posts. It also helps sponsors and syndicators keep track of their communications, ensuring that all investors are kept up to date with the latest information.

Distribution Processing

InvestNext provides a comprehensive distribution processing feature with a built-in ACH processing tool.

It allows syndicators and sponsors to calculate distributions automatically, pay investors directly from the dashboard, and send payments electronically.

This automated process eliminates manual labor, streamlines payment processing, and ensures accuracy and reliability when distributing funds to investors.

Plans and Pricing

InvestNext offers flexible subscription models that scale with a business’s growth.

Whether it’s for a first deal or managing distributions for a billion-dollar fund, there’s a plan that fits every team’s budget and needs.

The Fundraising Suite offers access to InvestNext’s fundraising features, including fundraising automation, marketing, and all CRM features. This plan starts at $55 per month.

The Investment Suite offers back office management features like debt and equity management. It offers access to the investor portal, along with select CRM features. It starts at $95 per month.

The All-In-One Suite is priced from $125 per month. It combines all the features of both plans.

Pros and Cons

Pros

• Easy to use. Users praise the program’s ease of use and clean interface.

• Great customer service. They have a responsive customer service department and take customer feedback into account when making improvements to the program.

• Competitively priced. InvestNext ranks as one of the best real estate syndication software systems for its competitive pricing. It costs just $55-$125 per month, significantly less expensive than other private equity fundraising software.

• Lots of integrations. InvestNext offers a wide range of external integrations that expand its functions and streamline fund management.

Cons

• CRM functions are limited. Although InvestNext offers a CRM, users still have to connect an external CRM to take full advantage of its capabilities. There are limited prospecting and follow-up features in the CRM.

• Limited customization options. While InvestNext provides many of the features and options you would expect from a fund management software, it can be difficult to customize it specifically for your business.

• New platform. The platform was launched in 2017, so some features that are already available in more established real estate syndication services are still being developed.

Integrations

• Google Sheets
• Gmail
• Webhooks
• Jotform
• Google Contacts
• ClickFunnels
• Slack
• Google Calendar
• Google Drive
• Facebook Lead Ads
• Discord
• Calendly
• Airtable
• Google Forms
• Microsoft Outlook
• Facebook Pages
• Salesforce
• Asana
• Webflow
• Gravity Forms
• Google Docs
• Kajabi
• ConvertKit
• Google Ads
• MailerLite
• Instant Offer Engine

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Update Capital is a comprehensive and modern investment management software designed to meet the needs of every real estate investment firm from small to large.

It features tools and resources that help users manage their investments more efficiently and maximize their returns.

Update Capital offers custom solutions tailored to each customer’s specific needs, making investment management easier and more efficient.

Features

Investor Portal

This is a personalized platform that allows different types of real estate investors to track their investments, projections, and returns on a single page.

Detailed information about each investment is provided. The platform provides investors with easy access to their portfolio performance and a comprehensive view of their investments.

This allows them to make decisions quickly and confidently.

Investment Management

Update Capital provides sponsors with tools to control and automate internal investment management processes.

Sponsors can manage contact, entity, ownership data, distribution, and tax information in one place.

This is for their entire team to access and update. It also manages distribution, bulk upload of K-1s, document management, and email communications.

Fundraising Automation

Update Capital provides sponsors with a marketing automation engine that enhances their existing marketing materials and website with functionality that makes the funding process easier.

The tool creates instant landing pages to gain insight into prospect interest and engagement.

It personalizes content to suit target audiences and enables sponsors to track and measure fundraising campaign effectiveness in real time.

Plans and Pricing

Update Capital does not provide pricing information on its website. To get pricing information, users must schedule a demo call with the sales team.

Pros and Cons

Pros

• Customizable dashboard. The program’s dashboard can be customized to suit individual preferences. Users can tailor the dashboard based on their preferences and needs.

• Integrations. The program provides users with access to an extensive list of third-party applications.

Cons

• It is costly. It is a relatively expensive option compared to other investment management software.

• Steep learning curve. Using the platform may require additional training to fully utilize its features.

Integrations

• DocuSign
• Salesforce
• Jotform
• HubSpot CRM
• Microsoft Excel
• Google Sheets
• Google Contacts
• Google Forms
• Google Tasks
• ActiveCampaign
• Podio
• Pipedrive
• Asana
• Zoho
• Copper
• Agile CRM
• LionDesk
• Insightly
• Streak
• amoCRM
• Close
• Highrise

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SyndicationPro is one of the best real estate syndication software tools for streamlining capital, lead, and investor management.

It provides all the tools needed to raise capital, manage investors, and track investment activity in one place.

This tool helps users quickly and easily create and distribute investment opportunities to potential investors, track investor activities, and manage capital in real time.

Features

CRM

The real estate investor CRM feature automates investor relations and communications.

This tool provides syndicators and sponsors with a detailed view of all their communications with investors.

It allows them to group and segment their contacts and send customized messages depending on the stage of the funnel they are currently at.

This tool also has built-in tools to help firms remain SEC compliant.

Investor Portal

This portal enables syndicators to manage every aspect of the syndication process — from daily communication chains to ongoing crowdfunding campaigns.

The platform provides a simple user interface for investors to view digital PPM and deal documents.

Through the platform, investors can also stay up to date with investment and distribution activities.

ACH Payments

The SyndicationPro real estate crowdfunding platform allows sponsors to distribute earnings directly from the platform via ACH transfers and checks.

It completely eliminates the need to manage distribution payments manually, which simplifies the investment management process.

Investor Accreditation

SyndicationPro allows sponsors to verify the accreditation status of all their investors on the platform for all 506(c) deals.

This verification process allows sponsors to ensure complete compliance with securities regulations.

Plans and Pricing

SyndicationPro pricing plans are the Pro and Enterprise plans.

The Pro plan is designed for small real estate investors with less than $25 million in equity under management.

The Enterprise plan is designed for larger investors with over $25 million in equity under management.

Pricing for the two plans is not listed on the website. To get this information, users must contact the sales team.

Pros and Cons

Pros

• Scalable price structure. The price structure is scalable from one deal to dozens, making it suitable for syndication groups of all sizes. Pricing is competitive and flexible enough to accommodate smaller investors.

• Excellent customer support. Their support staff is always responsive. They provide tailored solutions and never leave a query unresolved.

• Intuitive dashboard. The design is clear and the features are easy to access.

Cons

• Less robust communication functionality. Investor communication tools could be improved upon.

• Steep learning curve. The program has a steep learning curve. It can take quite a bit of time to become proficient with the program.

Integrations

• Google Sheets
• Gmail
• Slack
• Twitter
• Trello
• Google Calendar
• Facebook Lead Ads
• Google Drive
• ActiveCampaign
• Facebook Pages
• Gravity Forms
• Airtable
• Typeform
• ClickFunnels
• Discord
• Stripe
• Dropbox
• Instagram
• WordPress

Cash Flow Portal is commercial real estate fundraising software that facilitates capital raising and connects sponsors with potential investors across the United States.

It is a marketplace for investing in large real estate transactions. Cash Flow Portal provides an end-to-end solution for both sponsors and investors to facilitate efficient and secure transactions.

Features

Investor Portal

This is a personalized, one-stop platform designed to assist sponsors and investors with managing their entire portfolio.

It offers a user-friendly interface that enables syndicators and passive investors to connect and communicate easily.

This tool also simplifies the tedious process of document management and K1 filing, making it easy for syndicators and passive investors to collaborate.

Embedded Accreditation

Cash Flow Portal offers embedded accreditation verification for 506(c) deals.

Parallel Markets integration allows investors to verify their accreditation status within the portal, significantly reducing friction during capital raising processes for 506(c) deals.

Parallel Markets’ newly introduced Passport feature allows investors to request an updated certificate instantly in the same tax year.

This is if their financial circumstances haven’t changed. This makes repeat investments easier.

Deals Dashboard

As one of the best real estate investment syndication software tools, Cash Flow Portal provides an efficient and streamlined process for raising equity.

In a few easy steps, syndicators can add details, complete the offering summary, and add relevant documents.

Investors can view this offering on a comprehensive dashboard. This includes the current offering size, minimum investment amount, projected returns, and cash flow projections.

The tool also makes sharing offerings with investors easy by creating a single link for each offering.

Plans and Pricing

Cash Flow Portal offers a subscription model that scales with portfolio size. Whether it’s a first-time investor, or an investor raising equity for the hundredth deal, there’s a plan that suits every need.

If funds under management are $1 million, it costs $99 per month paid annually, or $199 paid monthly.

If funds under management are $2 million, it costs $149 per month paid annually, or $179 monthly.

If the total funds exceed $50 million, investors need to contact the sales team for pricing.

Pros and Cons

Pros

• Excellent document management. Data and documents are gathered and managed more efficiently in the program. It is quite simple to sign documents, obtain K-1s, and keep track of distributions.

• Free trial. Cash Flow Portal offers a 14-day free trial with no credit card required.

• No long-term contract. There is no long-term contract required for using Cash Flow Portal. Users can switch to a different program anytime if they’re not satisfied with Cash Flow Portal.

Cons

• Lack of integrated ACH transfers. Cash Flow Portal does not support ACH transfers. Users must use another method to transfer money, such as wire transfers or checks.

• Limited marketing features. Marketing features are limited on Cash Flow Portal. This means that sponsors cannot create and customize marketing campaigns to reach prospective investors.

Integrations

• Mailchimp
• HubSpot
• ActiveCampaign
• Gmail
• Google Sheets
• Google Calendar
• Slack
• Dropbox
• Airtable

Groundbreaker is a top commercial real estate investment distribution software tool designed to streamline real estate investment management for commercial property owners who seek outside funding.

Groundbreaker automates fundraising, investor relations, and reporting for small- to medium-sized firms.

Features

Investor Reporting

This commercial real estate software solution offers excellent investor reporting features, regardless of investment size.

This real estate investing tool tracks real estate investment contributions, distributions, and return on equity. It also reports on performance since inception or over a specified time frame.

K-1 Sharing

This tool automates the process of parsing K-1 tax statements in bulk, so that information and documents can be shared with investors quickly and accurately.

With the tool, syndicators can drag and drop documents or upload documents, and then it automatically matches them with the right investment entities.

Syndicators can then approve or adjust these matches before sending them out.

Distribution Automation

This tool automatically calculates and posts distributions, notifies investors, and transfers ACH funds in real time.

Before distributions are issued, all investors’ bank accounts linked electronically are verified and approved.

After bank accounts are verified and approved, the tool ensures seamless and timely distribution of funds to investors.

Deal Room

The Deal Room feature groups all the investment real estate due diligence information needed by investors in one place.

It offers an organized document management system and templates to build presentations for CRE fundraising.

By using these templates, asset managers can spend less time formatting presentations.

Plans and Pricing

Groundbreaker does not provide pricing information on their website. Users will have to schedule a demo call with the sales team to learn about pricing.

Pros and Cons

Pros

• Easy to use and navigate. Groundbreaker is one of the easiest tools to use for raising capital and managing funds.

• Unlimited deals. The platform offers investors no limitations on the amount of deals or entities in which they can invest. There are no restrictions on the number of deals investors can take part in, allowing them to diversify their portfolios and reduce risk.

Cons

• No integrations. It does not integrate with other third-party applications. This limits the application’s ability to use other services and tools.

• New company. Compared to competitors, Groundbreaker is a relatively young company. There aren’t many user reviews. Also, features like carried interest for waterfall payments aren’t available yet.

Integrations

Groundbreaker does not offer any integration with third-party applications.

Juniper Square is an investment management and one of the best real estate syndication sites designed for real estate private equity companies, venture capital, and commercial real estate firms.

The platform simplifies routine tasks such as investor onboarding, document sharing, and distribution tracking.

It speeds up fundraising, scales operations efficiently, and improves investor satisfaction for investment managers.

It also offers complete visibility into portfolio performance for managers and investors alike.

Features

CRM

The CRM is designed to streamline communication between investment partners and increase internal collaboration.

This helps general partners and limited partners establish trusted relationships with efficiency, ease, and a unified view.

It allows a central, organized repository of data, including contact information, financials, and documents that can be accessed easily by all parties.

Digital Fundraising Tools

Juniper Square offers a digital fundraising system that enables general partners and investors to raise more capital with less effort.

The real estate fundraising platform is designed to help both sides reduce manual work, deliver faster closings, and create a more frictionless experience for their teams.

It also keeps track of fundraising progress in real time, enabling sponsors and partners to make informed decisions without delay.

Investor Portal

Juniper Square’s investor portal provides investors with an interactive, comprehensive view of their investment partnerships through a secure, centralized platform.

The real estate syndication platform allows them to access documents and reports with secure access to profile information.

It also offers the ability to interact with their data on demand — facilitating the efficient flow of information between partners.

Fund Accounting

Juniper Square offers third-party prepared financials and a modern portal with built-in approval workflows and audit logs.

These features help manage risk while delivering timely and accurate fund financials.

Plans and Pricing

Juniper Square offers three pricing plans. The Sponsor plan is designed for new syndicators, while the Professional plan is intended for businesses with robust investor requirements.

The Enterprise plan is designed for businesses that manage institutional investments.

These plans have no pricing information listed on the Juniper Square website. So anyone interested has to request a quote.

Pros and Cons

Pros

• Comprehensive investment management tools. The platform provides a comprehensive set of features for investment and financial management. It enables users to quickly identify, analyze, and monitor investments, providing powerful insights into their financial portfolios.

• Intuitive portal interface. The portal is easy to navigate and offers a secure way for sponsors to communicate with investors.

• Excellent customer service. The customer support team is quick to respond and helpful in addressing any issues.

Cons

• Limited customization. Customizing an investment fund structure to meet the needs of a specific investor is challenging in the program.

• Steep learning curve. The program has many functionalities, so learning how to best utilize them will take some time.

Integrations

• Mailchimp
• Google Analytics
• DocuSign
• Microsoft Outlook
• Gmail
• Lob
• Vectra Cognito
• MaxPatrol
• Compudyne
• Oracle S&OP

Investor Deal Room is a cloud-based real estate syndication solution designed for alternative fundraisers, multi-family operators, and commercial real estate companies.

It helps these companies raise capital more efficiently and provides an end-to-end platform to securely store, update, and manage all investor and deal data.

The tool streamlines fundraising, allowing companies to focus on their core business.

Features

Document Management

Investor Deal Room provides a comprehensive document management system for its users. Sponsors can upload any document, such as their K1s, and make it visible to a single investor or to all investors.

The sponsor can also review documents received from investors, track their progress, and securely store them — all at any time.

Distribution Automation

This feature allows sponsors to automatically calculate distributions, send PDF notices, and make ACH payments to investors. It also enables them to upload reports to display to investors.

Investment Tracker

Investment tracker allows sponsors to see each investor’s progress through the capital raise process and view individual and total commitments.

This tool makes it easier to manage the investor outreach process and keep track of progress toward the desired capital raise goal.

It also provides visibility into each investor’s progress and the overall fundraising process.

Plans and Pricing

Investor Deal Room offers three pricing plans, each with a set number of investors and projects.

The $500 monthly plan supports up to 100 investors and 10 projects. The $750 monthly plan allows up to 150 investors and 15 projects.

The Enterprise plan allows an unlimited number of investors and projects, but pricing information must be requested from the sales team.

Pros and Cons

Pros

• Tailored investment management features. The program offers comprehensive investment management tools that can be tailored to meet the unique needs of each individual client.

• Easy to use. The program’s basic functions are readily accessible and represented in an intuitive manner.

Cons

• Limited document signing functionality. Users can only digitally sign documents in a specific format.

• Certain functionality is less intuitive. It can be difficult to fully understand the purpose of certain features.

Integrations

• DocuSign

CrowdStreet is an online real estate investment platform that provides investors with access to commercial real estate investments.

It’s one of the first online marketplaces for real estate investments and offers a wide range of investments for investors of all levels.

It offers a variety of tools to help investors evaluate and monitor their investments as well as a real estate investing affiliate program.

Features

Marketplace

This feature provides investors with the ability to browse and compare a variety of investment opportunities.

Investors can browse through a wide selection of offerings and compare and contrast the different types of investments available to choose the one that ideally suits their needs.

Sponsor Direct/CrowdStreet Connect

CrowdStreet Sponsor Direct is a property syndication software that allows sponsors to deliver branded experiences to their investors, enabling them to view offer information, complete transactions, and receive post-funding updates.

The portal allows users to market their investment offerings directly and manage ongoing investor relations by using tools that allow for scalable communications, performance monitoring, and document archival.

Digital Marketing

When you’re ready to launch your deal, CrowdStreet will execute a multifaceted digital marketing plan by using a number of strategies to target investors and position your offering for success.

This can include paid advertising, real estate email blasts, social media campaigns, and more.

By automating the marketing and subscription process, operators can reduce the time and cost of raising capital.

Plans and Pricing

CrowdStreet offers free accounts to investors, but fees may apply to certain asset management services. These fees typically range from 2% to 5% and vary by project.

Pros and Cons

Pros

• Investor transparency. CrowdStreet provides greater transparency into deal terms, allowing investors to quickly and easily compare different offerings from sponsors. This enables them to make more informed decisions about which offers to accept and which to reject.

• Access to a wide variety of investors. CrowdStreet provides access to a wide variety of investors, ranging from high net worth individuals to institutional investors. Investors can register for free. This makes it easier and faster for sponsors to fundraise capital, since they can reach more investors.

• Ease of use. CrowdStreet Connect offers increased visibility for all aspects of investor relations and investment life-cycle management. It makes CRE investment syndication easier.

Cons

• High fees. Investors are charged a 5% platform fee when investing in a project. In addition, they are charged an additional 1% fee for investments that remain outstanding for more than 6 months. This can add up quickly for investors who invest in multiple projects.

• Poor customer service. CrowdStreet does not offer much in terms of customer service. While the platform has an online customer service form and a phone number, most questions or concerns are answered by automated responses.

• Rigorous upfront deal review process. Vetting requirements are stringent. Sponsors must have over $100M worth of past acquisitions, and at least 15 years’ experience investing in select property types.

Integrations

CrowdStreet does not offer integration with third-party applications.

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About the Author

With over 20+ years of experience in real estate investment and renovation, Brian Robbins brings extensive knowledge and innovative solutions to the HouseCashin team. Over the years Brian has been involved in over 300 transactions of income producing properties across the US. Along with his passion for real estate, Brian brings with him a deep understanding of real estate risks and financing.