Syndicately

Founded by Hunter Horsley in 2020

Form, fund, and manage special purpose vehicles and private deals

Pricing model

Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Syndicately to set up and administer special purpose vehicles and holding companies from start to finish. It manages entity registration, bank account creation, and investor onboarding with built-in identity checks. You can create shareable deal pages, distribute subscription documents, collect electronic signatures, and track commitments from soft commits to funded cash. The back-office features handle capital calls, annual entity maintenance, tax returns, K-1 generation, and investor disbursements directly from your cap table dashboard.

What Syndicately does

Register legal entities and open business bank accountsRun KYC and AML compliance checks on new investorsSend and sign investment subscription agreements electronicallyTrack capital commitments from soft commit to wire arrivalGenerate and distribute annual K-1 tax documentsExecute capital calls and calculate management feesDisburse liquidity payments directly to cap table membersEntity formation and registered agent setup for regular, master, or series structuresAutomated investor onboarding with integrated KYC and AML identity verificationDigital subscription document dispatch and countersignature collectionCap table tracking from soft commitment to fully funded statusRolling capital call administration with automated management and carry fee calculationsAutomated state blue sky and Form D regulatory filingsAnnual vehicle tax preparation and K-1 generationInvestor payouts and liquidity distributions sent directly from the platform

Pricing breakdown

Pricing model: Paid

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