Your sponsor told you what to expect.
Now see what they actually delivered!
The comparison between what your sponsor promised and what actually arrived usually ends up being on you to figure out. Syndication Tracker does it automatically, on every deal, every month (not just at exit).
The Problem
Most passive investors are guessing more than they realize
You check sponsor updates
Quarterly emails and glossy PDFs that all sound on track. But nobody actually puts the performance in front of you, or shows you the comparison so far. That ends up being on you.
You juggle a dozen portals
Every sponsor has their own login. Your portfolio ends up spread across a handful of portals, a spreadsheet, and your inbox, with no single place that has the full picture.
You assume things are fine
Until a deal goes quiet, or a distribution doesn't arrive. By then you're already behind, reacting instead of watching.
Syndication Tracker puts everything in one place and does the projected-vs-actual comparison for you automatically. On every deal, all the time, helping you maintain a clear view of your investments, not just when something goes wrong.
Worth being clear about what Syndication Tracker is and isn't
- A portfolio tracker built by a passive investor, for passive investors.
- Shows what actually happened, not just what was promised.
- Your private holistic portfolio all in one place.
- No deals. No noise. No ads.
- Helps you think before you invest, not just after.
- Not a deal marketplace.
- Not a sponsor sales tool.
- Not another spreadsheet.
- Not a source of more deals in your inbox.
Getting Started
Up and running in three steps
You don't need to migrate your full spreadsheets, or recreate your whole history. Add one deal and see how it feels.
1
Add your investment
Sponsor, deal terms, projected returns. Takes about two minutes per deal.
2
Log your transactions
Contributions and distributions. Import CSV, enter manually, or just ask the AI assistant.
3
See the real picture
Projected vs. actual, performance metrics and things that need your attention are flagged automatically.
How it works
Built for the full investment journey
Most tools only help you after you've committed. Syndication Tracker covers the whole journey: before you invest, while you hold, and in the background the entire time.
Before you invest
Evaluate the sponsor and the deal with a structured framework
While you hold
Track performance and projected vs. actual returns
Always on
Monitoring surfaces what needs your attention
Before you invest
A structured framework for evaluating sponsors and deals
Most investors wing the due diligence process. A good-looking deck, a slick-sounding webinar, and you commit to the deal. Syndication Tracker gives you a structured set of questions (one set for the sponsor, one for the investment) so nothing important slips through.
- Sponsor due diligence questions across team, strategy, track record, typical deal, and gut feel
- Investment due diligence questions covering market, business plan, debt, downside, and return profile
- Flag concerns and tag follow-ups
- AI-generated summary of your findings when you're ready to decide
While You Hold
See what your sponsors actually delivered, not just what they projected
Every deal in one place, with projected vs. actual distributions tracked period by period. IRR, AAR, and equity multiple are all calculated automatically from your transaction history. No spreadsheet required.
- Dashboard across all sponsors, deal types, and entities
- Projected vs. actual on every deal, not just at exit
- Compare deals side by side before your next commitment
- Simulate what your portfolio looks like over the next 10 years
- All in one place, not multiple portals
Always on
Your portfolio gets monitored so you don't have to
The Action Center runs in the background and surfaces what needs your attention before it becomes a problem. Missed distributions, missing K-1s, deals approaching their exit window, all flagged automatically so nothing slips past you.
- Missed distributions flagged automatically, with a one-click way to log the actual payment
- K-1 reminders during tax season, tracked one per investment so you know which are still outstanding
- Hold period alerts well before exit, so you have time to think about what's next
- Distribution patterns tracked, so you can see drift forming before it turns into a full suspension
Why Syndication Tracker
I built this because I needed it
25+ syndication deals over the last decade, spread across a dozen sponsor portals, a spreadsheet that kept breaking, and an inbox full of quarterly updates. And no real way to know if my portfolio was actually performing or if I was just hoping it was. So I built a tool that does it automatically. It's the thing I wish had existed when I started!
"The sponsors weren't lying. They just never compared their projections to reality.
That was on me to figure out."
Don't want to set anything up yet? Good.
Use our sample portfolio and see exactly how this works before you trust it with your own data.
Learn
No matter how new or experienced you are in syndications there is always something to learn. Check out our educational articles on Real Estate Syndications.