Terms

TERMS OF SERVICE

Syndication Tracker — Operated by Wealth Syndy, LLC

Last Updated: April 3, 2026

We are Wealth Syndy, LLC ("Company," "we," "us," "our"), a company registered in Texas, United States at 5814 Highland Pass, Unit A, Austin, TX 78731. We operate the Syndication Tracker platform, including the website at https://syndicationtracker.com/ and the web application at https://my.syndicationtracker.com/ (collectively, the "Services").

You can contact us by email at [email protected] or by mail to 5814 Highland Pass, Unit A, Austin, TX 78731, United States.

These Legal Terms constitute a legally binding agreement made between you, whether personally or on behalf of an entity ("you"), and Wealth Syndy, LLC, concerning your access to and use of the Services. You agree that by accessing the Services, you have read, understood, and agreed to be bound by all of these Legal Terms. IF YOU DO NOT AGREE WITH ALL OF THESE LEGAL TERMS, THEN YOU ARE EXPRESSLY PROHIBITED FROM USING THE SERVICES AND YOU MUST DISCONTINUE USE IMMEDIATELY.

We reserve the right to make changes or modifications to these Legal Terms at any time and for any reason. We will alert you about any changes by updating the "Last updated" date of these Legal Terms. It is your responsibility to periodically review these Legal Terms to stay informed of updates. Your continued use of the Services after the date such revised Legal Terms are posted constitutes your acceptance of the changes.

The Services are intended for users who are at least 18 years old. Persons under the age of 18 are not permitted to use or register for the Services.

We recommend that you print a copy of these Legal Terms for your records.

TABLE OF CONTENTS

1. Our Services

Wealth Syndy, LLC provides the Services as a portfolio tracking and management platform for passive real estate syndication investors. The Services enable investment tracking, performance analysis, distribution monitoring, sponsor management, tax document tracking, and related portfolio management functionality.

The information provided when using the Services is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. The Services are not tailored to comply with industry-specific regulations such as HIPAA or FISMA. You may not use the Services in a way that would violate the Gramm-Leach-Bliley Act (GLBA).

The Services are provided solely as a technology platform for tracking and analyzing existing investments. The Services are not intended to facilitate the offer, sale, or purchase of any securities. Company expressly disclaims any role as a fiduciary, investment advisor, financial manager, or broker. Users are solely responsible for all financial decisions made using the Services.

2. Intellectual Property Rights

Our intellectual property

We are the owner or the licensee of all intellectual property rights in our Services, including all source code, databases, functionality, software, website designs, audio, video, text, photographs, and graphics in the Services (collectively, the "Content"), as well as the trademarks, service marks, and logos contained therein (the "Marks"). Our Content and Marks are protected by copyright and trademark laws and treaties in the United States and around the world.

Subject to your compliance with these Legal Terms, we grant you a non-exclusive, non-transferable, revocable license to access the Services solely for your personal, non-commercial use. No part of the Services and no Content or Marks may be copied, reproduced, republished, uploaded, posted, publicly displayed, encoded, translated, transmitted, distributed, sold, licensed, or otherwise exploited for any commercial purpose whatsoever, without our express prior written permission.

Any breach of these Intellectual Property Rights will constitute a material breach of our Legal Terms and your right to use our Services will terminate immediately.

Your submissions and contributions

By directly sending us any question, comment, suggestion, idea, feedback, or other information about the Services ("Submissions"), you agree to assign to us all intellectual property rights in such Submission. We shall own this Submission and be entitled to its unrestricted use and dissemination for any lawful purpose, without acknowledgment or compensation to you.

The Services may invite you to contribute to blogs, message boards, online forums, and other functionality ("Contributions"). By posting any Contributions, you grant us an unrestricted, unlimited, irrevocable, perpetual, non-exclusive, transferable, royalty-free, fully-paid, worldwide right and license to use, copy, reproduce, distribute, publish, reformat, translate, and exploit your Contributions for any purpose. You retain full ownership of all of your Contributions and any associated intellectual property rights. We are not liable for any statements or representations in your Contributions.

You are solely responsible for your Submissions and Contributions and confirm that they are accurate, original, and do not violate any third-party rights or applicable law.

3. User Representations

By using the Services, you represent and warrant that:

  1. All registration information you submit will be true, accurate, current, and complete.
  2. You will maintain the accuracy of such information and promptly update it as necessary.
  3. You have the legal capacity and agree to comply with these Legal Terms.
  4. You are not a minor in the jurisdiction in which you reside.
  5. You will not access the Services through automated or non-human means, whether through a bot, script, or otherwise.
  6. You will not use the Services for any illegal or unauthorized purpose.
  7. Your use of the Services will not violate any applicable law or regulation.

If you provide any information that is untrue, inaccurate, not current, or incomplete, we have the right to suspend or terminate your account and refuse any and all current or future use of the Services.

4. User Registration

You may be required to register to use the Services. You agree to keep your password confidential and will be responsible for all use of your account and password. We reserve the right to remove, reclaim, or change a username you select if we determine, in our sole discretion, that such username is inappropriate, obscene, or otherwise objectionable.

5. Subscriptions and Fees

The Services are currently provided free of charge to all users. Company reserves the right to introduce subscription plans, premium features, and associated fees in the future. Any introduction of paid features will be communicated to users with at least thirty (30) days' advance written notice before implementation.

In the event paid tiers are introduced, Company will provide clear information about available plans, features, pricing, and any impact on existing user accounts at that time. Specific terms regarding free tier limits, grandfathering, and transition options will be communicated as part of any such announcement. Any paid subscriptions will be processed through Stripe or such other payment processor as Company may designate.

6. Prohibited Activities

You may not access or use the Services for any purpose other than that for which we make the Services available. As a user of the Services, you agree not to:

  • Systematically retrieve data or other content from the Services to create or compile a collection, database, or directory without written permission from us.
  • Trick, defraud, or mislead us and other users, especially in any attempt to learn sensitive account information such as user passwords.
  • Circumvent, disable, or otherwise interfere with security-related features of the Services.
  • Use the Services to post investment offerings, solicit investments, share private placement materials, or otherwise use the platform for sponsor-to-investor solicitation of any kind.
  • Use any information obtained from the Services in order to harass, abuse, or harm another person.
  • Use the Services in a manner inconsistent with any applicable laws or regulations.
  • Upload or transmit viruses, Trojan horses, or other malicious material that interferes with any party's use of the Services.
  • Engage in any automated use of the system, such as using scripts, bots, data mining tools, or similar data gathering and extraction tools.
  • Attempt to impersonate another user or person or use the username of another user.
  • Interfere with, disrupt, or create an undue burden on the Services or the networks or services connected to the Services.
  • Attempt to bypass any measures of the Services designed to prevent or restrict access.
  • Decipher, decompile, disassemble, or reverse engineer any of the software comprising or in any way making up a part of the Services.
  • Make any unauthorized use of the Services, including collecting usernames and/or email addresses of users for the purpose of sending unsolicited email.
  • Use the Services as part of any effort to compete with us or otherwise use the Services for any revenue-generating endeavor or commercial enterprise without our express written consent.
  • Sell or otherwise transfer your profile or account.

7. Regulatory Compliance and Securities Disclaimers

The Services are provided solely as a technology platform for tracking and analyzing existing investments. The Services are not intended to facilitate the offer, sale, or purchase of any securities. Company does not verify accredited investor status, validate investment legitimacy, participate in the formation or management of investment vehicles, or authenticate sponsor credentials. Users are solely responsible for ensuring their use of the Services complies with all applicable securities laws and regulations, including but not limited to SEC Regulation D and applicable state securities laws.

The Services include a sponsor due diligence module that provides structured questions, note-taking tools, and organizational frameworks to help users track their own research. This module is provided as an organizational aid only. Company does not endorse, validate, recommend, or make any representation regarding any sponsor or investment entered into the Services. Users are solely responsible for their own due diligence and investment decisions.

8. Data Entry and Imports

The Services allow you to enter investment data manually, import transactions via CSV or JSON file upload, and log data through the AI Investment Assistant (subject to your confirmation). Company does not connect to, retrieve data from, or otherwise integrate with third-party financial institutions, broker accounts, or investment portals unless such integration is explicitly described as an available feature in the Documentation at the time of your use.

You acknowledge that you are responsible for the accuracy of all data you enter or import into the Services. Company shall not be liable for errors, omissions, or discrepancies in user-submitted data. You should independently verify all data before relying on it for investment decisions.

9. AI Features and Automated Analysis

The Services incorporate artificial intelligence and machine learning technologies, including a conversational AI Investment Assistant and AI-powered note summarization. These features are provided for informational and convenience purposes only and should not be relied upon as the sole basis for any investment or business decision.

The AI Investment Assistant is capable of performing write operations on your data, including logging distribution transactions, adding notes to investments, and dismissing or snoozing alerts in the Action Center. All write operations require your explicit confirmation before execution. You acknowledge that you are responsible for reviewing and confirming all AI-initiated actions before they are executed.

You acknowledge and agree that: (i) AI features may have varying levels of accuracy; (ii) all AI-generated insights require independent verification; (iii) Company makes no representations or warranties regarding the accuracy of AI-generated content; and (iv) Company may modify, enhance, or discontinue AI features at any time. Company may use anonymized data from AI features to improve its algorithms.

10. Action Center and Automated Notifications

The Services include an Action Center that automatically analyzes your portfolio data on a daily basis and generates alerts, reminders, and notifications based on predefined rules (such as missed distributions, approaching deadlines, K-1 reminders, and portfolio milestones). These alerts are generated algorithmically and are provided as a convenience only.

You acknowledge that: (i) automated alerts may not capture every relevant event; (ii) you are solely responsible for monitoring your investments and should not rely exclusively on Action Center alerts; (iii) Company is not liable for any missed alerts or failure of the notification system to trigger; and (iv) you may dismiss, snooze, or otherwise manage any alert at your discretion.

11. K-1 Tax Document Tracking

The Services include a K-1 tax document tracking feature that generates reminders based on expected receipt dates. These reminders are provided as a convenience only. You are solely responsible for tracking, obtaining, and filing all required tax documents. Company is not responsible for any missed tax deadlines, penalties, or other consequences arising from your reliance on K-1 reminders generated by the Services.

12. User Generated Contributions

The Services may invite you to chat, contribute to, or participate in blogs, message boards, online forums, and other functionality (collectively, "Contributions"). When you create or make available any Contributions, you represent and warrant that:

  • Your Contributions do not infringe the proprietary rights of any third party.
  • You have the necessary rights and licenses to submit such Contributions.
  • Your Contributions are not false, inaccurate, or misleading.
  • Your Contributions are not unsolicited advertising, investment solicitations, promotional materials, spam, or other forms of solicitation.
  • Your Contributions do not violate any applicable law, regulation, or rule.
  • Your Contributions do not violate the privacy or publicity rights of any third party.

We have the right, in our sole and absolute discretion, to edit, redact, or delete any Contributions at any time and for any reason, without notice. We have no obligation to monitor your Contributions.

13. Community Features

Community features and user forums are not currently available but may be introduced in the future. If and when such features become available, their use will be subject to these Legal Terms and any additional Community Guidelines that Company may establish. Users shall not post investment offerings, solicitations, private placement documents, material non-public information, or investment advice through any community features.

14. Services Management

We reserve the right, but not the obligation, to: (1) monitor the Services for violations of these Legal Terms; (2) take appropriate legal action against anyone who, in our sole discretion, violates the law or these Legal Terms; (3) in our sole discretion and without limitation, refuse, restrict access to, limit the availability of, or disable any of your Contributions or any portion thereof; and (4) otherwise manage the Services in a manner designed to protect our rights and property and to facilitate the proper functioning of the Services.

15. Privacy Policy

We care about data privacy and security. Please review our Privacy Policy at https://syndicationtracker.com/privacy. By using the Services, you agree to be bound by our Privacy Policy, which is incorporated into these Legal Terms. The Services are hosted in the United States. If you access the Services from any other region of the world, through your continued use of the Services, you are transferring your data to the United States, and you expressly consent to have your data transferred to and processed in the United States.

16. Data Retention and Deletion

Company uses soft-delete functionality throughout the Services. When you delete an investment, transaction, sponsor, or other record, that data is flagged as inactive and removed from your active views, but is not permanently purged from Company's systems. This approach is used to preserve data integrity, support analytics, and enable data recovery in the event of accidental deletion.

By using the Services, you acknowledge and agree that deleted records are retained indefinitely in an inactive state. Although we perform regular routine backups of data, you are solely responsible for all data that you transmit or that relates to any activity you have undertaken using the Services. We shall have no liability to you for any loss or corruption of any such data, and you hereby waive any right of action against us arising from any such loss or corruption.

17. Communications and Notifications

By using the Services, you consent to receive essential communications from Company regarding security alerts, account activity, and administrative matters. These communications are part of the Services and cannot be opted out of.

The Services also send a monthly email summarizing your transaction activity from the prior month. This summary email is optional and you may unsubscribe at any time by following the unsubscribe instructions included in the email or by updating your preferences in your account settings.

Visiting the Services, sending us emails, and completing online forms constitute electronic communications. You consent to receive electronic communications, and you agree that all agreements, notices, disclosures, and other communications we provide to you electronically satisfy any legal requirement that such communication be in writing.

18. SMS Text Messaging

Opting Out

If at any time you wish to stop receiving SMS messages from us, simply reply to the text with "STOP." You may receive an SMS message confirming your opt out.

Message and Data Rates

Please be aware that message and data rates may apply to any SMS messages sent or received. The rates are determined by your carrier and the specifics of your mobile plan.

Support

If you have any questions or need assistance regarding our SMS communications, please email us at [email protected].

19. Term and Termination

These Legal Terms shall remain in full force and effect while you use the Services. WITHOUT LIMITING ANY OTHER PROVISION OF THESE LEGAL TERMS, WE RESERVE THE RIGHT TO, IN OUR SOLE DISCRETION AND WITHOUT NOTICE OR LIABILITY, DENY ACCESS TO AND USE OF THE SERVICES TO ANY PERSON FOR ANY REASON, INCLUDING WITHOUT LIMITATION FOR BREACH OF ANY REPRESENTATION, WARRANTY, OR COVENANT CONTAINED IN THESE LEGAL TERMS OR OF ANY APPLICABLE LAW OR REGULATION. WE MAY TERMINATE YOUR USE OR PARTICIPATION IN THE SERVICES OR DELETE YOUR ACCOUNT AND ANY CONTENT OR INFORMATION THAT YOU POSTED AT ANY TIME, WITHOUT WARNING, IN OUR SOLE DISCRETION.

If we terminate or suspend your account for any reason, you are prohibited from registering and creating a new account under your name, a fake or borrowed name, or the name of any third party. In addition to terminating or suspending your account, we reserve the right to take appropriate legal action, including pursuing civil, criminal, and injunctive redress.

Upon termination, your Customer Data will be retained in accordance with Section 16 (Data Retention and Deletion). Sections of these Legal Terms that by their nature should survive termination shall survive, including provisions regarding intellectual property, disclaimer of warranties, indemnification, and limitation of liability.

20. Modifications and Interruptions

We reserve the right to change, modify, or remove the contents of the Services at any time or for any reason at our sole discretion without notice. We cannot guarantee the Services will be available at all times. We may experience hardware, software, or other problems or need to perform maintenance related to the Services, resulting in interruptions, delays, or errors. We will not be liable to you or any third party for any modification, price change, suspension, or discontinuance of the Services.

21. Beta Services and Testing

From time to time, Company may offer access to beta, preview, or early-access features that are still under development ("Beta Services"). Beta Services are provided "AS IS" and without any warranty of any kind. Company may modify, suspend, or discontinue Beta Services at any time without notice or liability to users.

Users who access Beta Services acknowledge and agree that: (i) Beta Services may contain bugs, errors, or other defects; (ii) use of Beta Services may result in unexpected behavior, interruptions, or data loss; (iii) Company has no obligation to make Beta Services generally available; and (iv) Company may terminate access to Beta Services at any time. Any feedback provided regarding Beta Services may be used by Company without restriction or compensation.

22. Corrections

There may be information on the Services that contains typographical errors, inaccuracies, or omissions, including descriptions, pricing, availability, and various other information. We reserve the right to correct any errors, inaccuracies, or omissions and to change or update the information on the Services at any time, without prior notice.

23. Disclaimer of Warranties

THE SERVICES ARE PROVIDED ON AN AS-IS AND AS-AVAILABLE BASIS. YOU AGREE THAT YOUR USE OF THE SERVICES WILL BE AT YOUR SOLE RISK. TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, IN CONNECTION WITH THE SERVICES AND YOUR USE THEREOF, INCLUDING, WITHOUT LIMITATION, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

Company does not warrant the accuracy of any investment-related calculations, projections, or analytics provided through the Services, including but not limited to IRR, AAR, equity multiples, distribution forecasts, and portfolio simulations. Users acknowledge that all such calculations are estimates and that reliance on them is at their own risk.

The Portfolio Simulator feature generates hypothetical future projections based on user-defined inputs and assumed rates of return. Simulated results are hypothetical, do not reflect actual investment performance, and do not guarantee or predict future results. The simulator is provided for illustrative and educational purposes only.

24. Limitations of Liability

IN NO EVENT WILL WE OR OUR DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, EXEMPLARY, INCIDENTAL, SPECIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFIT, LOST REVENUE, LOSS OF DATA, OR OTHER DAMAGES ARISING FROM YOUR USE OF THE SERVICES, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

NOTWITHSTANDING ANYTHING TO THE CONTRARY CONTAINED HEREIN, OUR LIABILITY TO YOU FOR ANY CAUSE WHATSOEVER AND REGARDLESS OF THE FORM OF THE ACTION, WILL AT ALL TIMES BE LIMITED TO THE AMOUNT PAID, IF ANY, BY YOU TO US DURING THE SIX (6) MONTH PERIOD PRIOR TO ANY CAUSE OF ACTION ARISING. CERTAIN US STATE LAWS AND INTERNATIONAL LAWS DO NOT ALLOW LIMITATIONS ON IMPLIED WARRANTIES OR THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES. IF THESE LAWS APPLY TO YOU, SOME OR ALL OF THE ABOVE DISCLAIMERS OR LIMITATIONS MAY NOT APPLY TO YOU, AND YOU MAY HAVE ADDITIONAL RIGHTS.

25. Indemnification

You agree to defend, indemnify, and hold us harmless, including our subsidiaries, affiliates, and all of our respective officers, agents, partners, and employees, from and against any loss, damage, liability, claim, or demand, including reasonable attorneys' fees and expenses, made by any third party due to or arising out of: (1) your Contributions; (2) use of the Services; (3) breach of these Legal Terms; (4) any breach of your representations and warranties set forth in these Legal Terms; (5) your violation of the rights of a third party, including but not limited to intellectual property rights; or (6) any overt harmful act toward any other user of the Services.

We reserve the right, at your expense, to assume the exclusive defense and control of any matter for which you are required to indemnify us, and you agree to cooperate with our defense of such claims. We will use reasonable efforts to notify you of any such claim upon becoming aware of it.

26. Governing Law

These Legal Terms and your use of the Services are governed by and construed in accordance with the laws of the State of Texas applicable to agreements made and to be entirely performed within the State of Texas, without regard to its conflict of law principles.

27. Dispute Resolution

Informal Negotiations

To expedite resolution and control the cost of any dispute, controversy, or claim related to these Legal Terms (each a "Dispute"), the Parties agree to first attempt to negotiate any Dispute informally for at least thirty (30) days before initiating arbitration. Such informal negotiations commence upon written notice from one Party to the other Party.

Binding Arbitration

If the Parties are unable to resolve a Dispute through informal negotiations, the Dispute will be finally and exclusively resolved by binding arbitration. YOU UNDERSTAND THAT WITHOUT THIS PROVISION, YOU WOULD HAVE THE RIGHT TO SUE IN COURT AND HAVE A JURY TRIAL. The arbitration shall be commenced and conducted under the Commercial Arbitration Rules of the American Arbitration Association ("AAA") and, where appropriate, the AAA's Supplementary Procedures for Consumer Related Disputes ("AAA Consumer Rules"). Your arbitration fees and your share of arbitrator compensation shall be governed by the AAA Consumer Rules. The arbitration may be conducted in person, through the submission of documents, by phone, or online. The arbitrator must follow applicable law, and any award may be challenged if the arbitrator fails to do so. Except where otherwise required by the applicable AAA rules or applicable law, the arbitration will take place in Travis County, Texas.

If for any reason a Dispute proceeds in court rather than arbitration, the Dispute shall be commenced or prosecuted in the state and federal courts located in Travis County, Texas, and the Parties hereby consent to, and waive all defenses of lack of personal jurisdiction and forum non conveniens with respect to venue and jurisdiction in such courts.

In no event shall any Dispute be commenced more than one (1) year after the cause of action arose.

Restrictions

The Parties agree that any arbitration shall be limited to the Dispute between the Parties individually. To the full extent permitted by law: (a) no arbitration shall be joined with any other proceeding; (b) there is no right or authority for any Dispute to be arbitrated on a class-action basis; and (c) there is no right or authority for any Dispute to be brought in a purported representative capacity on behalf of the general public or any other persons.

Exceptions

The following Disputes are not subject to the above arbitration provisions: (a) any Disputes seeking to enforce or protect, or concerning the validity of, any intellectual property rights of a Party; (b) any Dispute related to allegations of theft, piracy, invasion of privacy, or unauthorized use; and (c) any claim for injunctive relief.

Opting Out

You may opt out of the arbitration agreement by sending written notice to [email protected] within thirty (30) days of first accepting these Legal Terms. Your notice must include your name, your account email address, and a clear statement that you wish to opt out of arbitration.

28. Miscellaneous

These Legal Terms and any policies or operating rules posted by us on the Services constitute the entire agreement and understanding between you and us. Our failure to exercise or enforce any right or provision of these Legal Terms shall not operate as a waiver of such right or provision. These Legal Terms operate to the fullest extent permissible by law. We may assign any or all of our rights and obligations to others at any time. We shall not be responsible or liable for any loss, damage, delay, or failure to act caused by any cause beyond our reasonable control. If any provision of these Legal Terms is determined to be unlawful, void, or unenforceable, that provision is deemed severable from these Legal Terms and does not affect the validity and enforceability of any remaining provisions. There is no joint venture, partnership, employment, or agency relationship created between you and us as a result of these Legal Terms or use of the Services.

29. Contact Us

In order to resolve a complaint regarding the Services or to receive further information regarding use of the Services, please contact us at:

Wealth Syndy, LLC 5814 Highland Pass, Unit A Austin, TX 78731 United States

 [email protected] 

These Terms of Service were last updated on April 3, 2026