Source & prepare
Import deals from an email, PDF, Google Doc or web page, auto-fill company details, and refine privately in Preparation.
The difference
The same work, without the reconciliation.
| Task | Today | With Synvest |
|---|---|---|
| Packaging a new deal | Retype the offer email into a memo and a spreadsheet | Paste the email or link; review the extracted deal |
| Gathering member views | Chase replies across email and chat | Graded opinions with rationale, visible at a glance |
| Answering questions | The same question, answered five times privately | Q&A on the record, answered once for everyone |
| Tracking commitments | A spreadsheet updated by hand, never quite current | Live fill, adjustments within the window, commit on behalf |
| Reporting to members | Quarterly PDFs assembled from several sources | Each member sees their own net-of-fees positions, 24/7 |
| Keeping the record | Spread across inboxes and drives | Every document, decision and action in one audit trail |
What you get
Every stage of the syndicate, under your control.
Run the review
Share the deal page with documents, terms and news. Collect graded opinions and answer questions on the record.
Manage the fill
Watch commitments arrive, commit on a member's behalf, reallocate and close the round with fees applied transparently.
Decide who sees what
Share by stage. Bring associates in deliberately — broadcast at commitment or invite individually.
Report without effort
A full syndicate portfolio by sector and stage, and a read-only API feed for your own reporting tools.
Govern with confidence
Members and roles, sectors, third-party fee partners, and an audit trail of every significant action.
Make it yours
Your syndicate's name on the door.
Each syndicate has its own branded workspace — your logo, and a choice of professional colour themes in light and dark mode. Members feel they are in your house.
Indigo · dark
Teal · dark
Bronze · dark
Indigo · light
Graphite · light
Claret · light
Running more than one syndicate?
Group administrators oversee every syndicate from one place.
Each syndicate stays strictly separate — its own members, branding and data — while you manage them all from a single login. See the Group plan.
Move your next deal onto Synvest.
We'll set up a private walkthrough, using one of your live deals if you wish.