Centralize every commitment, distribution, and K-1 across your LP portfolio. Upload a capital call, distribution, quarterly report, or K-1 and AI extracts the fields for your review. Stop juggling spreadsheets, sponsor portals, and K-1 PDFs — see your XIRR and stay on top of every deadline.
Test the AI on 10 of your own capital calls or K-1s: free, no card. Nothing is saved until you approve it.
Built by an LP investor and real estate professional behind $3.1B+ in transactions across 15 states — who uses SyndTrack to track his own portfolio.
Free plan tracks up to 7 deals with automated capital-call reminders, manual/CSV entry, and 10 AI document parses. Pro adds unmetered document parsing for normal portfolio use, subject to fair-use limits (14-day trial, card required, cancel anytime).
Sample data from fictional sponsors: five deals, every metric on one screen. This is what your dashboard looks like once your deals are in.
No signup required. Sample data populates automatically.
How it works
SyndTrack is not another dashboard. It is a repeatable loop: collect documents, extract the important fields, review them, and keep capital calls, K-1s, and XIRR tied to each deal.
Open the interactive demoPick the deal and document type, then drop in the PDF a sponsor sent you. Or import your existing records via CSV.
Amounts, dates, tax year, and sponsor and fund names are suggested with review state.
AI output is informational, user-reviewable, and never presented as investment advice.
Your dashboard, export package, and accountant-facing records stay in sync.
SyndTrack is narrower than a spreadsheet and lighter than enterprise LP portals: capital calls, K-1s, sponsor portals, and XIRR stay tied to each deal without forcing an institutional operating model.
Try it before you sign upThe interactive dashboard and pricing pages are open to everyone, so you can inspect the workflow first.
The more deals you add, the more time you spend on spreadsheets instead of evaluating investments. SyndTrack brings the core LP workflow into one place.
Without SyndTrack. You're tracking capital calls from multiple operators across email threads and calendar reminders. It works until you miss one.
With SyndTrack. Automated 7/14/30-day reminders on every capital call you track — included on the free plan. On Pro, upload the operator's notice and the amount, due date, and status are extracted for your review; nothing saves until you approve it.
Without SyndTrack. Your real IRR lives in a spreadsheet formula you haven't verified in months. Blended returns across operators? Nobody knows.
With SyndTrack. Returns recalculate when reviewed cash flows change, not a stale spreadsheet formula. XIRR, equity multiple, and distribution timelines auto-calculated. Per-deal, per-sponsor, blended.
Without SyndTrack. K-1s in email, PPMs in Dropbox, subscription docs in Google Drive. Every tax season you spend hours pulling it all together.
With SyndTrack. Export organized, deal-linked K-1 records for your CPA. Every K-1, PPM, and subscription agreement is linked to its deal and searchable by type and tax year.
Without SyndTrack. Sponsor accountability? You'd never bother. Multi-deal analytics (DPI, TVPI, MOIC)? Build it yourself, maintain it forever. Liquidity planning? Hope you don't over-commit.
With SyndTrack. Pro-forma vs. actual variance tracking, multi-deal metrics (DPI, TVPI, MOIC) recalculated as you log activity, and, on Pro, a 12-month forward capital call forecast.
Capital-call reminders and manual/CSV entry are included on the free plan (up to 7 deals). Unmetered document parsing for normal portfolio use, subject to fair-use limits, one-click K-1 export, the 12-month liquidity forecast, sponsor tracking and per-sponsor metrics, and segment and concentration analysis are Pro features.
5.2 hours/month → 30 minutes
Founder workflow model for a 10-deal LP portfolio, before and after using SyndTrack.
Built by Terry Kipp — an LP investor and real estate professional behind $3.1B+ in real estate transactions across 15 states. He uses SyndTrack to track his own LP portfolio. Read why he built it →
Join for free today. Import your first deal in minutes. Free for up to 7 deals · Pro from $99/mo.
Browser-session queries under row-level security, and AES-256 encryption. See how →
Built by an LP who uses SyndTrack for his own deals. Read why →
On the LP roadmap: Cohort IRR comparison reports · Bulk K-1 PDF import · Bank-feed distribution reconciliation