National

Investor portals & syndication

Investor portals, cap tables, waterfalls, and investor CRM.

Stages: Finance Software
Asset classes: MHP RV parks Self-storage Multifamily NNN & retail

Agora
New York investment management platform for real estate firms with investor portals, fund accounting, and reporting.
States served: Nationwide · HQ New York, NY
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Allvue Systems
Investment management software covering fund accounting, portfolio monitoring, and LP portals.
States served: Nationwide · HQ Miami, FL
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Altvia
Private capital CRM, investor portal, and reporting platform for fundraising, investor relations, and deal teams.
States served: Nationwide
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AppFolio Investment Manager
AppFolio's investor portal and investment management product for syndicators and fund managers.
States served: Nationwide · HQ Goleta, CA
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Cash Flow Portal
Seattle investor portal and capital-raising platform built by a syndicator for real estate sponsors.
States served: Nationwide · HQ Seattle, WA
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Covercy
Investment management platform for real estate GPs pairing an investor portal, capital calls, and waterfalls with FDIC-insured bank accounts per entity and fund administration.
States served: Nationwide · HQ New York, NY
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Homebase
Investor management platform for syndicators covering subscriptions, distributions, and reporting.
States served: Nationwide
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InvestNext
Detroit investor management platform for real estate sponsors with capital raising, distributions, and investor portals.
States served: Nationwide · HQ Detroit, MI
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Janover Connect (formerly Groundbreaker)
Investor portal and syndication software for real estate sponsors: fundraising, distributions, K-1 sharing and investor reporting.
States served: Nationwide · HQ Chicago, IL
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Juniper Square
Investor management, fundraising, and fund administration platform used by real estate GPs to run investor portals and reporting.
States served: Nationwide · HQ San Francisco, CA
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SyndicationPro (SponsorCloud)
Investor portal and capital-raising CRM for real estate syndicators, now branded SponsorCloud, with fund administration and K-1 services alongside.
States served: Nationwide · HQ Salt Lake City, UT
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Tribevest
Platform that forms and administers fund-of-funds SPVs for lead sponsors and independent capital aggregators, covering documents, banking, cap table and K-1s.
States served: Nationwide
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Verivest
Real estate fund administrator and advisor providing fund accounting, investor servicing, valuations, and formation support to fund managers.
States served: Nationwide · HQ Portland, OR
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