Investor portals & syndication
Homebase
Homebase is syndication software for real estate sponsors. A general partner builds a branded deal room, shares one link with prospects, collects soft commitments in preview mode, then flips the deal to live fundraising and captures e-signed subscription documents.
After the raise, the same dashboard runs the investor side: scheduled monthly or quarterly ACH distributions, a cap table that updates as commitments close, waterfall calculations from commitment through exit, investor updates, and one-click performance reports. Every plan also includes a library of more than 50 prompt templates covering capital raising, investor communications, acquisitions, underwriting, and back-office tasks.
Pricing is a flat monthly fee tied to the number of deals rather than assets under management or investor count: $100 a month for pre-deal sponsors, $500 for up to 15 active deals, and $1,200 for unlimited active deals, all month-to-month with no per-investor charge. The Starter and Growth tiers are self-serve, with no sales call required, and enterprise arrangements for larger firms, RIAs, and fund administrators are handled under a separately signed agreement.
Plan limits live in Schedule 1 of the Terms of Service, which the company says controls if the pricing page differs, and ACH acceptance and disbursement depends on a ZumRails agreement. Check both before building a raise timeline around the platform.
Best for
Lean GP teams raising on a handful of deals who want flat monthly pricing instead of AUM-based fees and can complete guided setup themselves. Large fund administrators need the separately signed enterprise agreement.
What they do
- Branded investor deal rooms
- Soft and hard commitment collection
- E-signed subscription documents
- Cap table management
- Automated ACH distributions
- Waterfall distribution calculations
- Investor updates and performance reports
- Investor CRM and dashboard
- AI prompt library for investor relations
Details
| Attribute | Value |
|---|---|
| How they charge | Flat monthly plans: $100 for pre-deal sponsors, $500 for up to 15 active deals, $1,200 for unlimited deals, month-to-month, with no AUM fee and no per-investor charge. |
What stands out
- Flat monthly plans at $100, $500, and $1,200 with no AUM fees and no per-investor charges.
- The Growth plan covers up to 15 active deals; the Scale plan covers unlimited active deals.
- Starter and Growth are self-serve: create an account, pay, and complete guided setup without a sales call.
- Plan limits are set out in Schedule 1 of the Terms of Service, which controls if the pricing page differs.
- ACH acceptance and disbursement requires a ZumRails agreement.
Common questions
- How does deals-based pricing work?
- Homebase charges one flat monthly rate based on the number of deals being managed, not on assets under management or the number of investors. Marketing deal rooms that have not opened for fundraising are counted separately from active deals that are open or actively raising.
- Can plans be upgraded or downgraded?
- Yes. All plans are month-to-month with no long-term contract, and the company states that a plan can be upgraded or downgraded at any time. Custom limits, additional entities, or a written service level agreement are available only under a separately signed agreement.