With Synap it is easy to keep track and report on all the important details about of investor accounts. Utilize custom layouts to build your internal subscription, redemption, and transfers workflows into the application to ensure compliance with your policies. Pull in investor balances and other data from your fund administrator via the Synap API.
Discover and close new fundraising opportunities
Strengthen investor relationships and identify & address risks early
Leverage your entire organization to service and grow accounts
Effortlessly share email, notes, and other activity with your team. Comment on activity to create a complete and searchable history of your investor and partner relationships.
Get instant notifications when anyone on your team interacts with the investors and partners you’re tracking.
Orchestrate the tasks that need to happen at every step of the investment process. Drive accountability by assigning task owners and due dates. Stay on track with reminders and notifications.
Your time is best spent building relationships and running your fund. Just log in with your email, and you can set up your Synap team in minutes. Synap automatically adds your contacts, organizing them by company. It even finds addresses, photos, bios, and more for many people and companies. Synap's experienced team offers concierge service to import your activity history.
Synap fuses modern technology with the deep experience our team earned by building tools for alternative asset managers for over a decade.