Scale your real estate deals with institutional-quality tools built for sponsors managing $20M+ portfolios.
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Access retirement accounts, co-sponsor networks, and investor referral pools that most platforms can't handle.
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Real estate syndication software that handles complex waterfall structures, multi-class offerings, and automated deal execution from one centralized system.
Configure preferred returns, catch-up provisions, and promote structures with automated calculations that handle the most complex fee arrangements.
Centralized system for tracking K-1 preparation, delivery status, and investor document access with automated notifications and compliance reporting.
Generate PPMs, subscription agreements, and side letters with consistent formatting and automatic data population across all deal documents.
Give investors the self-service experience they want while reducing your administrative workload.
At-a-glance portfolio overview where investors can access their investment history, performance metrics, and account details without contacting your team.
Drag-and-drop email builder with auto-populated investor statements, distribution summaries, and performance analytics including IRR and cash-on-cash calculations.
Branded investor portal with your logo, colors, and domain that makes every interaction feel professional and cohesive with your firm's identity.
SponsorCloud has democratized investment management, providing sophisticated and accessible tools that were once limited to large firms, making it possible for us to scale our business.
The platform’s CRM system enhances investor engagement, Waterfall Calculations module simplifies complex distribution structures, eliminating manual calculations and errors, and the Email Module centralizes investor communications, enabling automated outreach and allowing us to focus on high-value interactions.
Look for investor CRM, document management, automated distributions, and compliance tools that handle SEC regulations for 506(b) and 506(c) offerings.
The platform should track accredited investor status, manage subscription documents, and maintain audit trails for investor communications and document access.
Generate investor statements, distribution summaries, performance metrics (IRR, cash-on-cash returns), and deal-level financials for quarterly updates.
Yes, the software should handle syndications, funds, DSTs, opportunity zones, and various asset classes from residential to commercial properties.
Most clients are fully operational within 7 days with our white-glove onboarding service. We handle data migration, platform setup, and team training at no additional cost.
Experience our demo and learn how SponsorCloud will enhance every aspect of your business
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