A 184-unit garden-style multifamily asset in screening
A commercial office tower LP offering
An industrial park undergoing due diligence
Real Estate Syndication & LP Administration Operating System

The AI operating system for real estate syndication

One verified investment record from opportunity intake and waterfall underwriting through diligence, capital formation, asset performance, and LP distributions.

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Project SYN-RE-2841184-Unit Multifamily Syndication$31.8M Ask · 5.47% Cap Rate
Featured assets  1/3
01 Dashboard — Executive Command Center

Your entire GP & LP operating pulse, risk radar, and active capital on one screen

A unified command center for real estate sponsors, GPs, fund managers, and LP administration teams to track active equity, capital raised, live portfolio NOI, and net IRR return metrics.

Syndrava AI portfolio command center — live NOI vs plan, occupancy trends, lease expiration schedule, and AI portfolio brief
Proven business impact & ROI

Platform feasibilities & benchmarks

Enterprise SaaS benchmark
75%From days to minutes

Faster Opportunity Screening

Extract OMs, T-12s, and rent rolls directly into standardized financial models with audited source lineage and automated cap rate calculation.

100%Audit-ready provenance

Property & Securities Lineage

Connect property acquisition files with LP subscription ledgers, Form D filings, waterfall calculations, and year-end K-1 packages.

14+ hrsSaved per deal / week

Capital Raise & Investor Velocity

Automate investor qualification pipelines, capital account reconciliations, waterfall distribution statements, and quarterly LP reporting.

Feasibility benchmarks derived from live commercial portfolio deployments across 50,000+ sqm.

Mission-Critical Intelligence

How the dashboard drives everyday decisions

Real estate teams waste hundreds of hours cross-referencing disconnected rent rolls, PMS accounting ledgers, and maintenance logs. The dashboard unifies this entire operational pipeline into a live, prioritized decision engine.

1. Command Center & Active Equity Overview

Continuously tracks $38.4M active equity, capital raise progress, portfolio NOI ($1.74M actual vs plan), and projected net IRR across all syndication entities in real time.

2. Unified Property & Investor Workflow Engine

Bridges the property acquisition workflow (sourcing to asset operations) directly with the securities workflow (subscriptions, accreditation, funding ledgers, and distributions).

3. Autonomous AI Portfolio Brief

Synthesizes thousands of deal, diligence, and financial data points into prioritized executive briefs — flagging diligence deadlines, funding gaps, and DSCR covenants.

4. Operational Triage: Needs Attention

Prioritizes critical deal & LP exceptions: flags unresolved title exceptions, unverified accredited investor documentation, and OpEx variances with single-click resolution routing.

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with our team
The Nestack real estate suite

Built for every corner of modern real estate.

Real estate operations move differently across each sector — with unique investment theses, diligence standards, lease administration, and regulatory workflows. Your intelligence platform should be purpose-built to work the way your asset class operates.

Enterprise Modules

Dedicated operational intelligence, module by module

Every module acts as a specialized command engine across the real estate syndication lifecycle — from opportunity intake, underwriting, and diligence to capital raise, closing, asset operations, and LP distributions.

Opportunities02

02 Opportunities — Intake & Screening

Convert incoming deals into standardized investment opportunities. Automated AI extraction reads OMs, broker emails, rent rolls, and T-12 operating statements, extracting NOI, occupancy, unit mix, asking price, and debt assumptions with page-level bounding box lineage and rapid screening cap rate analysis.

02 Opportunities — Intake & Screening — Syndrava AI console
48Files parsed142Fields read
5.47%Going-in Cap
Underwriting03

03 Underwriting — Financial & Waterfall Studio

Build multi-year investment models with dynamic sensitivity controls. Calculates going-in cap rate, price/unit, DSCR, LTV, Debt Yield, gross/net IRR, Equity Multiple, and CoC returns. Incorporates chronological waterfall modeling with preferred return tiers and GP promote splits.

03 Underwriting — Financial & Waterfall Studio — Syndrava AI console
8Scenarios3Promote Tiers
18.2%Projected Net IRR
Diligence04

04 Diligence — Exception & Document Engine

Turn title commitments, ALTA surveys, PCA reports, Phase I ESAs, leases, and service agreements into resolved investment risks. Detects utility easement access impacts, rent roll vs. lease discrepancies, and deferred maintenance expenses directly linked to financial underwriting.

04 Diligence — Exception & Document Engine — Syndrava AI console
412Docs Analyzed398Resolved
14Exceptions
Raise05

05 Raise — Investor Pipeline & Securities

Convert qualified LP interest into funded equity under Rule 506(b) and 506(c) Regulation D frameworks. Tracks PPMs, Operating Agreements, subscription documents, W-9/W-8 tax forms, accredited investor verification evidence, and 15-day Form D filing requirements.

05 Raise — Investor Pipeline & Securities — Syndrava AI console
64Qualified LPs42Subscriptions
$8.46MCommitted LP
Closing06

06 Closing — Sources & Uses Reconciliation

Reconcile acquisition transactions before funds are released. Enforces strict Sources = Uses mathematical balance across lender debt proceeds, LP equity, GP equity, purchase price, closing costs, lender fees, capex reserves, and operating escrows, blocking release if discrepancies exist.

06 Closing — Sources & Uses Reconciliation — Syndrava AI console
$31.80MSources Total$31.80MUses Total
$0.00Balance Diff
Operations07

07 Operations — Performance & Renovation Yield

Manage acquired properties against underwritten business plans. Compares monthly property-manager GL exports, rent rolls, and capex invoices against underwriting. Isolates NOI variances, forecasts occupancy downtime, and tracks value-add renovation yield.

07 Operations — Performance & Renovation Yield — Syndrava AI console
18Active Assets24Capex Draws
-2.4%NOI Variance
Investors08

08 Investors — Waterfall, Reporting & Tax

Operate LP relationships after closing. Executes chronological distribution waterfalls (preferred return → return of capital → promote splits), generates automated quarterly investor updates, and compiles Form 1065, Schedule K-1, and Form 8825 tax preparation data.

08 Investors — Waterfall, Reporting & Tax — Syndrava AI console
128Active LPs$1.84MDistributions
100%Tax Sync (K-1)
How It Works

Real estate syndicationturned into a unified enginefrom intake to LP distribution

The Syndrava AI autonomous workflow in action across real estate syndications
Ingesting offering memorandums, rent rolls, and T-12 operating statements

Opportunity Intake & Document Extraction

01

Ingest OMs, broker emails, T-12 operating statements, rent rolls, and unit mixes with automated bounding-box document extraction, preserving source provenance and confidence scores.

Underwriting financial models and waterfall distribution tiers

Underwriting & Waterfall Modeling

02

Build multi-year financial models, stress-test DSCR and exit cap rates, and configure multi-tier GP/LP distribution waterfalls with preferred returns and promote splits.

Diligence exception tracking and investor capital raise pipeline

Diligence Exception & Capital Raise

03

Reconcile legal, title, physical, and environmental risks into actionable exceptions while qualifying accredited investors and tracking Rule 506 LP subscriptions.

Asset operations performance tracking and investor distributions

Asset Operations & LP Distributions

04

Monitor property NOI variances, track capex renovation yields, execute automated quarterly investor reporting, and prepare year-end Schedule K-1 tax data packages.

Four continuous stages, joining property acquisitions and LP securities workflows

An operational system built for deal velocity

Syndrava AI eliminates operational friction between acquisition leads, underwriting analysts, transaction managers, and investor relations teams. Live data flows seamlessly from opportunity intake directly into LP distributions.

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with our team
Traditional SaaS vs Syndrava AI

Don’t settle for the AI your software chose.

Most platforms ship one model and you work inside its limits. Syndrava AI puts an orchestration layer between the document and the model, so every step of an asset workflow runs on the intelligence that suits it.

Traditional SaaS
Built-in
AI

One model, one pass, and no step you can point somewhere else.

You work within its limits.

Syndrava AI · Routed portfolio flow
  • 01

    Read scanned OMs, rent rolls & T-12 statements

    Layout-aware document extraction preserves property operating statements, unit mixes, and rent roll columns that a generic model flattens into text.

    MistralDocument AI / OCR
  • 02

    Classify offering files & investor documents

    A fine-tuned classifier separates offering memorandums, title commitments, LP agreements, and subscription packets page by page at high speed.

    Hugging FaceInference Classifier
  • 03

    Read complete multi-year offering history in one pass

    Long-context window ingests entire property diligence packets, historical T-36 statements, and full partnership agreements in a single prompt.

    GeminiGemini 2.5 Flash / Long Context
  • 04

    Extract into Yardi, RealPage & SEC Form D schema

    Constrained decoding extracts normalized financial assumptions, cap rates, investor accreditation data, and SEC Form D parameters into strict JSON.

    OpenAIo3 / Structured Outputs API
  • 05

    Draft underwriting & diligence exception memos

    Synthesizes complex legal title exceptions, lease discrepancies, and Phase I ESA findings into audit-ready Investment Committee risk memos.

    ClaudeAnthropic Claude 3.7 Sonnet
  • 06

    Audit waterfall distributions & LP promote math

    Reasoning engine verifies 8% preferred return calculations, IRR hurdle splits, and capital account distribution balance down to every cash flow.

    DeepSeekDeepSeek R1 / Reasoning API
  • 07

    Match title exceptions to property geometry

    Vector search and reranking match easement boundaries and zoning restrictions directly against property parcel records and survey maps.

    CohereRerank + Embed v3
  • 08

    Redact investor PII & banking records in private VPC

    Self-hosted model inside your private VPC masks investor Tax IDs, W-9 data, wire instructions, and bank statements before external routing.

    LlamaMeta Llama 3.3 / Self-hosted VPC
One structured lease file142 fields · 99.4% mean confidence · 0 held for review

Note: Model and product names are trademarks of their respective owners, used here to describe what runs where. Routing is configurable per workflow — no endorsement or partnership is implied.

Held to the same standards your portfolio isHeld to the same standards your portfolio isHeld to the same standards your portfolio isHeld to the same standards your portfolio is
Compliance

The rulebook your portfolio already reports against

Syndrava AI is built around the property condition scopes, floor measurement standards, and benchmarking APIs that govern real estate portfolio operations. These are the standards the platform is designed to support out of the box.

  • SEC Rule 506(b) & 506(c)

    SEC Regulation D Rules 506(b) & 506(c) — Private Placements & Form D

    Raise and Compliance modules track investor accreditation evidence, general solicitation rules, 35 non-accredited LP limits, and 15-day Form D filing deadlines across deal offerings.

  • SEC Marketing Rule

    SEC Investment Adviser Marketing Rule — Performance & Distribution Disclosures

    Underwriting and Investors modules enforce strict gross vs. net IRR presentation requirements, fee deductions, and hypothetical return disclosures across investment memos.

  • IRS Partnership Tax

    IRS Form 1065, Schedule K-1 & Form 8825 — Partnership Rental Real Estate

    Investors and Operations modules preserve capital account balances, cash distributions, and rental income/expenses for Schedule K-1 and Form 8825 tax preparation.

  • ALTA/NSPS & ASTM E1527-21

    ALTA/NSPS Land Title Surveys & ASTM E1527-21 Phase I Environmental Standards

    Diligence module extracts title exceptions, utility easements, encroachments, and recognized environmental conditions (RECs) directly into deal risk logs.

Note: These are standards the platform is built to support inside your workflows — obligations that fall on you as the licensee. They are not certifications held by us, and support in the product is not a substitute for your own counsel or compliance officer.

Add-ons

Add the hardware your deal team needs.

Most of what Syndrava AI reads still starts in physical property assets or plant rooms. These are standard peripherals, not our proprietary hardware — we enrol them against your workspace so each one streams directly into the module handling its telemetry.

  • Equipment vibration & skin-temp industrial sensor

    Equipment vibration & skin-temp industrial sensor

    Magnet-mounted industrial IoT sensor for primary chiller compressors, condenser pumps, and cooling towers. Samples triaxial RMS velocity and casing temperature to detect equipment failures before property acquisition closing.

    Feeds 04 Diligence & 07 Operations

  • Commercial LoRaWAN indoor environmental & IAQ monitor

    Commercial LoRaWAN indoor environmental & IAQ monitor

    Architectural wall-mounted air quality monitor measuring CO2, TVOCs, ambient temperature, and relative humidity across multi-tenant suites. Continuously tracks tenant comfort and utility consumption variance.

    Feeds 07 Operations

  • Multi-circuit sub-meter hub & split-core CT clamps

    Multi-circuit sub-meter hub & split-core CT clamps

    DIN-rail electrical metering hub with non-invasive split-core CT clamps looped over tenant panel feeders. Streams 15-minute interval kWh load to automate utility reimbursement and operating expense reconciliation.

    Feeds 03 Underwriting & 07 Operations

  • Commercial access control reader & occupancy gateway

    Commercial access control reader & occupancy gateway

    Optical turnstile and entry access reader capturing anonymized pass traffic. Computes empirical spatial utilization versus leased square footage for data-driven lease renewal rightsizing and physical due diligence.

    Feeds 04 Diligence

Note: Hardware, installation, and integration are not included in the standard subscription. Additional charges apply based on the hardware selected, integration modules required, and implementation scope.

Connectivity

Your whole stack, connected.

Yardi Voyager, MRI Software, RealPage, Salesforce, Snowflake, DocuSign — and the rest of what your real estate operation already runs on. 24 integrations across the modules of an asset lifecycle, every one of them reading the tool’s own public API.

Yardi VoyagerYardi VoyagerMRI SoftwareMRI SoftwareRealPageRealPageSalesforce CRMSalesforce CRMDocuSignDocuSignTwilioTwilioSlackSlackSnowflakeSnowflakeProcoreProcoreMicrosoft Dynamics 365Microsoft Dynamics 365HubSpotHubSpotCoStarCoStar
AWS S3 & LambdaAWS S3 & LambdaGoogle BigQueryGoogle BigQueryMicrosoft TeamsMicrosoft TeamsAsanaAsanaJira SoftwareJira SoftwareGoogle WorkspaceGoogle WorkspaceTableauTableauMicrosoft Power BIMicrosoft Power BIZapierZapierMakeMakeAppFolioAppFolioSendGridSendGrid

Note: Tool names and marks belong to their respective owners. No endorsement or partnership implied.

Pricing

One listing price for the whole platform

Real estate syndication team reviewing deals
Full platformFlat monthly

Every module, every deal, one bill

No per-seat math, no module tiers, and no extra charges as you launch new funds or acquire properties. Workspace setup and PMS/GL data connections are included.

  • 01 Dashboard
  • 02 Opportunities
  • 03 Underwriting
  • 04 Diligence
  • 05 Raise
  • 06 Closing
  • 07 Operations
  • 08 Investors
8modules
∞seats
Alldeals & LPs
Starting at
$200/mo

Note: AI API usage is charged separately. Clients must recharge their AI credit balance based on their usage.

Know more
Onboarding

What your onboarding fee covers

A one-time setup that stands your Syndrava AI workspace up before the first recurring cycle — we load your funds and property assets, connect the general ledger and PMS you already run on, calibrate your waterfall return models, and configure all eight modules for your acquisitions, underwriting, diligence, capital raise, operations, and investor administration teams. Each fee below is a starting point, not a fixed quote: final onboarding is scoped once we understand your environment, security needs, integrations, data volume, compliance requirements, and deployment model.

Essential

$1,000+one-time
  • Kickoff call and rollout plan scoped across acquisitions, underwriting, deal closing, and investor relations
  • Workspace provisioned with your investment entities, property assets, and LP register loaded
  • Import of active property rent rolls, historical T-12s, and investor subscription ledgers
  • All eight console modules configured: Dashboard, Opportunities, Underwriting, Diligence, Raise, Closing, Operations, Investors
  • General Ledger connector established so NOI and capex read from live actuals from day one
  • Roles and permissions set for GPs, acquisition analysts, transaction managers, and investor leads
  • Quarterly LP reporting templates and Investment Committee approval workflows aligned to your calendar
  • Go-live readiness audit before your first active fundraising or distribution cycle

Plus

Most teams
$2,500+one-time

Everything in Essential, plus:

  • Guided migration of historical deal underwriting models, T-36 statements, and waterfall promote structures
  • Two integrations connected — Yardi/MRI/RealPage accounting plus DocuSign or investor portal
  • Intelligent document extraction calibrated to your standard OMs, title commitments, and lease templates
  • Underwriting models calibrated to your target submarkets, cap rate sensitivities, and debt yield hurdles
  • Live training for acquisitions teams, analysts, and investor relations leads with full recordings
  • A dedicated onboarding specialist guiding your team through full system go-live

Enterprise

$5,000+one-time

Everything in Plus, plus:

  • Tailored multi-entity implementation across complex multi-fund structures and LP classes
  • Bespoke integrations plus custom API endpoints and SSO across your enterprise stack
  • Bulk historical portfolio migration with deal-level reconciliation to general ledger trial balance
  • Compliance engine configured to SEC Rule 506(b)/506(c) private placements, Form D, and SEC Marketing Rule
  • Role-based security training tracks and admin enablement for senior partners and CFOs
  • A named onboarding manager with a committed SLA and guaranteed go-live date
Deployment

Two ways to run the platform

Same Syndrava AI, same subscription — choose where it lives. The only thing that changes is onboarding, scoped to your deployment.

Cloud (SaaS)

Fastest to start

Runs in Nestack's managed cloud — provisioned, upgraded and backed up for you, so the whole portfolio can be live in days with nothing to host.

Private / self-hosted

Your infrastructure

The same Syndrava AI platform deployed inside your own infrastructure — your cloud, VPC or on-prem — so lease data, tenant PII, valuation assumptions and forecast models never leave your environment. The recurring subscription stays the same; only the onboarding is scoped to your deployment.

Dedicated platform — Nestack Agents

Your Real Estate Syndication AI agents, run like production systems.

Telemetry, evaluations, guardrails, human review, and a crew on call when an agent processes a deal or LP packet at 3am.

  • 30Failure modes catalogued
  • 12Rated SEV-1
  • 1,950+Baseline eval cases
  • 24/7Agent monitoring

Pinned to the Real Estate Syndication agent playbook — not a generic agent checklist.

Your questions

Frequently
asked
questions

Our team can
walk you through it

Syndrava AI starts at $200/month with transparent, flat pricing. Unlike legacy real estate platforms that charge punitive per-seat licensing fees, every subscription includes unlimited user seats, covers all syndication deals and LP entities across your funds, and includes all eight core console modules without per-user penalties or modular add-on paywalls.

Yes, completely. Every subscription includes full, unrestricted access to all eight console modules: Dashboard, Opportunities, Underwriting, Diligence, Raise, Closing, Operations, and Investors. There are no artificial tier gates or hidden upgrades required to run deal models or process LP subscriptions.

Onboarding is a one-time setup starting at $1,000+ (Essential), $2,500+ (Plus), or $5,000+ (Enterprise) based on portfolio scale and entity complexity. It covers standing up your workspace, provisioning investment entities, importing active rent rolls & T-12s, calibrating waterfall models, connecting your General Ledger & PMS, and training your team prior to your first recurring cycle.

No. Syndrava AI is designed to overlay your existing enterprise stack, not displace it. Certified bi-directional connectors link directly with Yardi Voyager, RealPage, MRI Software, Juniper Square, AppFolio, DocuSign, and QuickBooks. Connections begin read-only, ensuring day-to-day property management and accounting operations continue without disruption.

Waterfall models in Syndrava AI execute chronologically down to each cash flow — calculating LP preferred returns (e.g., 8% pref), return of capital, and GP promote splits (e.g., 70/30, 60/40 above 15% IRR). Every distribution is mathematically auditable with source document lineage.

The Raise and Compliance modules maintain audit-ready evidence for Rule 506(b) and 506(c) offerings, including accredited investor verification records, 35 non-accredited investor caps, Form D 15-day filing trackers, and SEC Marketing Rule performance presentation disclosures.

Yes. In addition to our managed cloud SaaS, Syndrava AI supports Private / Self-Hosted deployment inside your own AWS, Azure, or GCP Virtual Private Cloud (VPC), or on-premises servers. In self-hosted mode, investor PII, underwriting assumptions, and waterfall ledgers remain strictly within your organizational security perimeter.

Yes. During a consultation, our team can provision a secure evaluation sandbox loaded with a sample set of your active deal OMs, rent rolls, or operating statements. You can directly inspect how the extraction engine and waterfall studio process your assets before signing.