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.
Project SYN-RE-2841184-Unit Multifamily Syndication$31.8M Ask · 5.47% Cap Rate
Featured assets 1/3
Syndrava
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.
app.syndrava.ai/portfolio/dashboard
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.
Walk the dashboard 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Real estate syndicationturned into a unified enginefrom intake to LP distribution
Syndrava
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 & 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 & 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 & 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.
Walk the workflow 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.
MMistralDocument 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.
HFHugging 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.
GGeminiGemini 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.
AIOpenAIo3 / 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.
AClaudeAnthropic 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.
DSDeepSeekDeepSeek 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.
CCohereRerank + 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.
LLlamaMeta 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
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
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.
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.
Feeds03 Underwriting & 07 Operations
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.
Feeds04 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.
AWS S3 & LambdaGoogle BigQueryMicrosoft TeamsAsanaJira SoftwareGoogle WorkspaceTableauMicrosoft Power BIZapierMakeAppFolioSendGrid
AWS S3 & LambdaGoogle BigQueryMicrosoft TeamsAsanaJira SoftwareGoogle WorkspaceTableauMicrosoft Power BIZapierMakeAppFolioSendGrid
Note: Tool names and marks belong to their respective owners. No endorsement or partnership implied.
Pricing
One listing price for the whole platform
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.
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
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.
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
How much does Syndrava AI cost?
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.
Are all eight modules included in the subscription?
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.
What does onboarding cost and what is included?
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.
Do we need to replace the systems we already use?
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.
How does Syndrava AI handle waterfall models and distribution calculations?
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.
How does Syndrava AI support SEC Regulation D compliance?
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.
Can Syndrava AI run in our own infrastructure?
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.
Can we see Syndrava AI working with our deal pipeline before we subscribe?
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.