Are there any real estate syndicators in this group? We are working on developing new software www.cashflowportal.com to help fundraising, automation of K1s and other documents and calculating distribution. We have 14 day free trial with no paywall. Can extend it to 30 days.
Our goal is to get as much feedback on the software as possible, so we can compile case studies, develop new features and enhance existing ones.
Let me know if you gonna try the tool, so I’ll send you a quick feedback form to fill after you use it for a while.
Interesting space.
One thing I’ve seen with syndication tools is that
adoption usually hinges on trust and clarity, not features.
If reporting or documents feel confusing,
even powerful automation struggles to stick.
Curious which part users respond to fastest right now
fundraising flow, K1 automation, or distributions?