Grow your relationships, grow your firm

Synap is modern & affordable CRM for investor relations and marketing professionals

Grow your relationships

Managing your relationships with investors, partners, and vendors can be as critical to your success as managing your portfolio.

Manage your accounts

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.

Grow AUM

Discover and close new fundraising opportunities

Retain Investors

Strengthen investor relationships and identify & address risks early

Collaborate Better

Leverage your entire organization to service and grow accounts

Collaborate more effectively

Work from anywhere

Synap works across desktop and mobile devices - no mobile app required - making it easy to access crucial contact information and share notes and research on the go. With Synap for Gmail, you can even work from your inbox.

Get set-up in minutes

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.
Jeremie Bacon
Synap CEO & Co-founder

See how Synap can help you manage your firm's relationships