We Help Commercial Real Estate Investors Raise Capital to Close Deals Before They Need It.
Trusted by 50+ Capital Raisers and Validated by 7 Acquisitions
We Help Commercial Real Estate Investors Raise Capital to Close Deals Before they Need It.
Trusted by 50+ Capital Raisers and Validated by 7 Acquisitions
Why Smart Syndicator?
Cutting Edge CRM & Investor Funnels
Bi-Weekly Mastermind & Video Training
Never-Ending Support
Proven Template Library
Leverage our simple but powerful All-In-One marketing platform to achieve omnipresence, and consolidate your tech stack. Built on GHL Architecture, Smart Syndicator is the Ferrari of Marketing CRMs for Capital Raisers.
Raising capital is a team sport and it's important to have a community to lean on and access to subject matter experts to help you drive innovation in your marketing and operations.
Enjoy chat support and weekly tech office hours to help you overcome technical challenges or implement new strategies on our platform. You are never alone with Smart Syndicator.
Why spend hours coming up with what to send out each month? We provide dozens of email, SMS, and automated workflow templates as a foundation to keep your investors educated and engaged so they are deployment ready for your next deal or fund.
What Others Are Saying
Why Smart Syndicator?
Cutting Edge CRM & Investor Funnels
Never-Ending Support
Why Smart Syndicator?
Cutting Edge CRM & Investor Funnels
Leverage our simple but powerful All-In-One marketing platform to achieve omnipresence, and consolidate your tech stack. Built on GHL Architecture, Smart Syndicator is the Ferrari of Marketing CRMs for Capital Raisers.
Bi-Weekly Mastermind & Video Training
Raising capital is a team sport and it's important to have a community to lean on and access to subject matter experts to help you drive innovation in your marketing and operations.
Never-Ending Support
Enjoy chat support and weekly tech office hours to help you overcome technical challenges or implement new strategies on our platform. You are never alone with Smart Syndicator.
Proven Template Library
Why spend hours coming up with what to send out each month? We provide dozens of email, SMS, and automated workflow templates as a foundation to keep your investors educated and engaged so they are deployment ready for your next deal or fund.
What Others Are Saying
Our Proven 4-Step "CASE" Method
Consolidate
Your Investor CRM, Database, Calendly, Website, Funnels, Text/Email Communication, and more into one place. Streamline by eliminating multiple subscriptions, integrations, and learning curves.
Automate
Your Processes with Proven Pre-Build Workflows and Templates to make your life easier. Take control of the process and always know the next step to take. Leave business cards at home with our Smart QR Card.
Syndicate
More efficiently by qualifying and connecting with your investors with just a few clicks. Minimize time talking to investors who aren't ready, willing, or able. Separate your 506b and 506c investors with ease.
Educate
Your investors with our investor education email templates to help get your database deployment-ready and stay top of mind. Then access 100+ Hours of training from multifamily subject matter experts and our Weekly Mastermind.
Consolidate
Your Investor CRM, Database, Calendly, Website, Funnels, Text/Email Communication, and more into one place. Streamline by eliminating multiple subscriptions, integrations, and learning curves.
Automate
Your Processes with Proven Pre-Build Workflows and Templates to make your life easier. Take control of the process and always know the next step to take. Leave business cards at home with our Smart QR Card.
Syndicate
More efficiently by qualifying and connecting with your investors with just a few clicks. Minimize time talking to investors who aren't ready, willing, or able. Separate your 506b and 506c investors with ease.
Educate
Your investors with our investor education email templates to help get your database deployment-ready and stay top of mind. Then access 100+ Hours of training from multifamily subject matter experts and our Weekly Mastermind.
Testimonials
"I’m a General Partner and had raised $17M+ for my first 8 deals bootstrapping a confusing and redundant tech stack. I utilized Smart Syndicator for the capital raise on my 9th deal and through my outreach on the platform was able to raise $3M in capital in a very challenging environment. Smart Syndicator played a pivotal role in getting me in front of the right people at the right time. Additionally, the platform simplified my workflow to increase my efficiency and confidence."
-Nic Espanet, Flex Equity Group
"My first deal was a 122 unit apartment in Fort Worth, TX. The system and templates made it easy to educate my investors and raise over $800K. The key is to start educating and getting soft commitments before you actually have a deal under contract."
-Steve Sherman, Sherman Multifamily
"I was able to raise $500K in less than 3 weeks and have plenty of dry powder for my next deal. The automations and sales pipeline helped me stay organized and made communication with my investors a breeze. The training and templates helped me get to yes more frequently and I was able to modify them as needed. Highly Recommend!"
-Andy Eddy, Eddy Capital
"My team and I raised just shy of $1,000,000 on the platform to help close our last deal and it helped streamline the process of warming up and vetting our investors. Because of how it's designed I only really spoke to people on the phone who were interested and had the available funds. Highly Recommend."
-Mike Herman, Guardian Multifamily
*Disclaimer: These are REAL results generated through our platform. Your results may vary based on a number of factors such as the size and quality of your database, your individual sales ability, level of effort, experience and more.
Feature
Benefit
Powerful Multichannel Syndication CRM
Enhances investor relationships and communication, ensuring your business stays top of mind.
Powerful Multichannel Syndication CRM
Enhances investor relationships and communication, ensuring your business stays top of mind.
Powerful Multichannel Syndication CRM
Enhances investor relationships and communication, ensuring your business stays top of mind.
Powerful Multichannel Syndication CRM
Enhances investor relationships and communication, ensuring your business stays top of mind.
Powerful Multichannel Syndication CRM
Enhances investor relationships and communication, ensuring your business stays top of mind.
Powerful Multichannel Syndication CRM
Enhances investor relationships and communication, ensuring your business stays top of mind.
Powerful Multichannel Syndication CRM
Enhances investor relationships and communication, ensuring your business stays top of mind.
Powerful Multichannel Syndication CRM
Enhances investor relationships and communication, ensuring your business stays top of mind.
Powerful Multichannel Syndication CRM
Enhances investor relationships and communication, ensuring your business stays top of mind.
Unlimited Automated Workflows
Automates repetitive tasks, saving time and improving efficiency.
Email Builder with Open & Click Analytics
Enables data-driven decisions for email marketing strategies.
Automated Social Media Scheduler
Saves time and ensures consistent online presence.
Mobile App (iOS and Android)
Provides on-the-go access to manage your investor relationships.
Missed Call Text Back
Provides on-the-go access to manage your investor relationships.
Choose Your Plan
Select the tier that matches your capital-raising goals
| Feature / Benefit |
Starter
$97/mo
$970/year
($81/mo)
+ $297 setup
Save $194/year
|
Growth
$297/mo
$2,970/year
($248/mo)
+ $997 setup
Save $594/year
|
Scale
$497/mo
$4,970/year
($414/mo)
+ $1,997 setup
Save $994/year
|
|---|---|---|---|
| Who It's For Choose the tier that matches your fundraising stage and growth goals | New raisers who need to get organized & professional | Active raisers who want automation & campaigns running | Serious operators who want the full capital-raising system |
| CRM & Pipelines Track every investor interaction, manage deal flow, and visualize your capital-raising pipeline with advanced reporting | ✔ Advanced pipelines + reporting dashboards | ✔ Advanced pipelines + reporting dashboards | ✔ Advanced pipelines + reporting dashboards |
| Users/Seats Add your entire team - partners, VAs, and staff - all in one system with no per-seat fees | ✔ Unlimited | ✔ Unlimited | ✔ Unlimited |
| Contacts Store unlimited investor contacts, accredited investors, and prospects without worrying about database limits | ✔ Unlimited | ✔ Unlimited | ✔ Unlimited |
| Calendars & Scheduling Automate investor meeting bookings with intelligent routing to the right team member at the right time | ✔ Advanced routing & scheduling | ✔ Advanced routing & scheduling | ✔ Advanced routing & scheduling |
|
Conversations Hub (Email/SMS/Phone) Communicate with investors through email, text, and phone - all from one unified inbox |
✔ Email/SMS/Phone (Pay-as-you-go) | ✔ Email/SMS/Phone (Pay-as-you-go) | ✔ Email/SMS/Phone (Pay-as-you-go) |
| Call Tracking & Recording Record investor calls for compliance, track conversation outcomes, and never miss important deal discussions | ✔ Full call tracking + recording | ✔ Full call tracking + recording | ✔ Full call tracking + recording |
| Automations Set up automated workflows to nurture investors, send deal alerts, and follow up on opportunities without manual work | ✔ Basic Automation | ✔ Full automation suite | ✔ Full automation suite |
| SMS/Email Templates Pre-written, compliance-friendly templates to educate investors and keep them engaged throughout the fundraising cycle | ✔ Basic | ✔ Premium | ✔ Full Template Library |
| Marketing & Tech Training Library Learn proven capital-raising strategies, tech setup, and marketing tactics from experienced syndicators | ✔ Complete training access | ✔ Complete training access | ✔ Complete training access |
| Support Get help when you need it - from email support to live group sessions and personalized 1:1 technical assistance | ✔ Email, Weekly Group Session | ✔ Email, Weekly Group Session, 1:1 Zoom Support | |
| Funnels & Landing Pages Create professional investor portals, deal pages, and lead capture funnels without hiring a developer | ❌ | ✔ Unlimited funnels & templates | ✔ Unlimited funnels & templates |
| Social Media Scheduler Schedule and automate your social media presence to stay top-of-mind with investors across all platforms | ❌ | ✔ Included | ✔ Included |
| White Glove A2P Registration Ensure high SMS deliverability and compliance with carrier requirements for business texting | ❌ | ✔ Included | ✔ Included |
| E-Signature & Invoicing Streamline subscription agreements and capital calls with integrated e-signature and payment processing | ❌ | ✔ Full e-sign + invoicing workflows | ✔ Full e-sign + invoicing workflows |
| Tech Mastermind/Office Hours Join weekly live sessions to troubleshoot tech issues, learn new features, and network with other syndicators | ❌ | ✔ Weekly Group Sessions | ✔ Weekly Group Sessions |
$497/mo
+ One Time $1997 Setup Fee
-or-
$4970/yr
No Setup Fee
FAQs
Is this GHL (GoHighLevel)?
Think of buying GHL like buying a brand new Ferrari but instead of getting the keys to the Ferrari, you get a pallet of parts and you have to learn how to assemble and tune it yourself. This can work well if this is your area of expertise.
With Smart Syndicator we roll out the red carpet, set you up, hand you your keys, and teach you how to drive it safely and effectively. Then you get to hang out with all the other Ferrari owners once a week.
Our platform leverages GHL's powerful marketing architecture however ALL of our templates and automations are specifically engineered and tested for raising capital. We cut months (possibly years) from your development cycle as our team has spent years carefully crafting the system to raise capital out of the box. Users have already raised capital with our method.
I have a spouse/partner, how would I get them on the platform?
Good news. If they are a spouse or single bona fide business partner, meaning they meet the following criteria:
✔You are co-branding to build a business together.
✔Formed a legal management entity and doing all your deals together.
✔Don't care if they can see your investor database.
Your subscription includes one additional partner at no additional monthly subscription. Additional users or those that do not meet these criteria will need to purchase their own membership to Smart Syndicator.
What type of support can I expect?
We offer chat support via our internal support chat system from 9-5pm CST. We also provide a robust video training series via the S2 Academy and a help article and video library located in the support chat. Finally we have a weekly 1 hour group coaching call.
Do you offer marketing services beyond the CRM platform?
Through our sister company Smart Forge Media we also offer the following services:
Build your pitch deck.
Customize your email templates.
Build & Customize your website.
Run Facebook Ads.
Do Brand Consulting.
Hire, Train, and Manage S2 Competent Virtual Assistants.
We also provide white glove business consulting and marketing services on a 6 month basis that include biweekly one-on-one consulting calls to help you develop your marketing and/or operational systems.
How secure is your platform?
Security is important to us and here are some of the measures we take to protect your data:
Secure Cloud Storage: All data is stored and backed up on the Google Cloud Platform, encrypted at rest with bank level encryption (AES-256), and is behind 2-Factor Authentication to help prevent unauthorized access. Strong encryption makes it difficult for criminals to actually use sensitive data.
Strong Passwords: We use strong non-lingual passwords on all admin accounts and maintain up to date antivirus software and firewalls.
Non Disclosure: We will never reach out to your investors or share any of or your investor information without your written approval unless compelled to by a regulatory agency. This excludes pre-existing relationships or people that connect with us through channels outside of the Smart Syndicator Ecosystem.
Does this replace Syndication Pro or Cashflow Portal?
No, it does not. While there is a bit of feature overlap, these systems are an integral parts of your tech stack to keep track of deployed funds, send deal updates to those that have invested, securely handle documents and signatures, send and track distributions and more. These tools do a fantastic job of that.
Smart Syndicator is designed to help you funnel investors into these two platforms only when they are ready to deploy funds with you.
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