Choosing the right real estate investment management software can be a daunting task, but it helps to compare your options side by side. InvestNext and SyndicationPro are both platforms to consider. In this article, we dive into their features, pros and cons, pricing, and more.
InvestNext overview
Launched in 2016, InvestNext is a real estate investment management platform. Some of its core features include:
- White-label investor portal for promoting offerings and raising capital
- CRM for GPs to manage relationships with LPs
- Real-time collaboration with co-sponsors
SyndicationPro overview
Part of the SponsorCloud suite, SyndicationPro is a real estate investment management platform that has been around since 2018. Among other things, it offers:
- Funding from self-directed IRA accounts via Equity Trust Company
- ACH payment distributions
- CRM with lead segmentation and automated messaging
InvestNext vs SyndicationPro: Pros & cons
| InvestNext | SyndicationPro | ||
| Pros | Cons | Pros | Cons |
| High number of reviews on G2 and Capterra | Relatively low 4.5 average user rating on G2 | Good ratings across G2 and Capterra | Low number of reviews on G2 and Capterra |
| Scalable pricing starting at $99/month | No dedicated mobile app | Real-time collaboration with co-sponsors | Intransparent pricing |
| Video tutorials for easy setup | Potentially steep learning curve due to many features | Supports IRA investments | No dedicated mobile app |
InvestNext vs SyndicationPro: Key differences
Here are areas in which InvestNext and SyndicationPro differ and overlap:
Top features
Both InvestNext and SyndicationPro offer white-label investor portals, CRMs, and other tools for raising capital.
Some of InvestNext’s top features include customizable deal rooms, ACH transfers, and e-signatures for streamlining the fundraising process, while some of SyndicationPro’s top features include real-time co-sponsor collaboration, automated investor accreditation verification, and automated lead messaging.
Pricing
InvestNext has a tiered subscription pricing model starting at $99 per month. This first Fundraising tier includes the custom investor portal, investor CRM, fundraising automation, and three user licenses. Next up, the All-in-One tier costs $499 per month (billed annually). It includes everything in the Fundraising tier plus the bulk of the platform’s features-such as automated back office and distributions, investor reporting, and unlimited users. Finally, the highest custom-priced Enterprise tier adds priority customer service and security protections.
SyndicationPro pricing isn’t public, but it’s based on Equity Under Management (EUM). Those interested can contact the platform for a quote.
Best for
InvestmentNext is best for GPs and investor relations teams who want to scale their business from the early to mid-stages, while SyndicationPro is best for small to medium-sized real estate investment management businesses that want to automate their capital-raising processes.
Deployment & support
According to its website, InvestNext has an implementation speed twice as fast as the average in the real estate industry. Get up and running in days, not months, it states. The company also boasts of resolving over 90% of its support tickets within a day and a 95% customer satisfaction score.
SyndicationPro claims to migrate your existing real estate deals and investor database within 2 to 7 business days. The company also has a dedicated phone support line that’s open Monday through Friday from 9 AM to 5 PM Eastern Time (ET).
Integrations
Both InvestNext and SyndicationPro offer integrations with third-party apps through Zapier. You can synchronize either real estate investment management platform with email, Google Sheets, Slack, Airtable, and more.
Training software
Neither InvestNext nor SyndicationPro advertise dedicated training software on their websites. However, both real estate investment management platforms offer onboarding services and ongoing customer support. InvestNext also has a dedicated Learning Center with video tutorials and over 170 articles.
Ease of admin
InvestNext focuses on reducing administrative overhead with automated payment distributions and integrated accreditation and KYC/AML verification. In contrast, SyndicationPro focuses on making it easy to raise and scale real estate funds by allowing IRA investments, soft investor commitments, and collaboration with co-sponsors.
Ease of setup
Both InvestNext and SyndicationPro try to make getting started as easy as possible. For example, InvestNext offers a 5-part video series that walks users through setting up their capital raise, deal room, and investor portal. Similarly, SyndicationPro offers a free kickoff call and live platform walkthrough with a specialist.
Ease of use
Out of 20 reviews on Capterra, InvestNext scores 4.5 out of 5 stars for ease of use. In contrast, SyndiationPro scores 4.9 stars out of 15 reviews.
Platforms supported
Neither InvestNext nor SyndicationPro offers mobile app versions of their platform. However, both platforms can be accessed via a web browser.
Value for money
Out of 20 reviews on Capterra, InvestNext scored 4.7 out of 5 stars for value for money. SyndicationPro scored 5 stars out of 15 reviews.
Product demo & screenshots
Both InvestNext and SyndicationPro let you schedule free demos by filling out a contact form on their websites.
Here are screenshots of each platform’s CRM and investor portal:
| InvestNext CRM | InvestNext investor portal |
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| SyndicationPro CRM | SyndicationPro investor portal |
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Ratings & reviews
| InvestNext | SyndicationPro | |
| G2 | 4.5 (139 reviews) | 5.0 (2 reviews) |
| Capterra | 4.9 (20 reviews) | 5.0 (15 reviews) |
SyndicationPro has slightly higher user ratings than InvestNext. However, it’s important to note that SyndicationPro has far fewer reviews and fewer recent reviews than InvestNext. Overall, users are generally happy with both platforms.
Awards and recognitions
InvestNext’s website shows that it has received various recognitions including G2 Spring 2024 badges.
SyndicationPro’s website doesn’t show any recognitions received. However, it shows that the platform has been featured in Business Insider, Yahoo Finance, Benzinga, Businesswire, and other publications.
Alternatives
Outside of InvestNext and SyndicationPro, there are other real estate investment management platforms to choose from, many of which we’ve reviewed previously. These include Juniper Square vs SyndicationPro, InvestNext vs Juniper Square, and AppFolio vs InvestNext.
You may also want to consider Agora. Our investment management platform delivers real results for our customers with our comprehensive suite of tools, from increasing investor engagement to streamlining operations and boosting equity raises.
Our accolades suggest the industry agrees, with 10 badges in both the G2 Winter 2024 and Spring 2024 Reports. Our platform receives an outstanding 4.8/5 average rating, with customers highlighting the ease of use and onboarding. These success stories highlight our effectiveness as a next-generation investment management solution for forward-thinking commercial real estate investment firms.
InvestNext vs SyndicationPro: Which is the right platform for you?
Whether you should choose InvestNext or SyndicationPro depends on your investor management needs and situation.
Overall, the two platforms are very similar. However, InvestNext is better for real estate sponsors who prefer a more established platform and a low barrier to entry-with subscriptions starting at $99 per month. SyndicationPro is better for real estate firms that want to automate their capital-raising processes with IRA funding, co-sponsor collaboration, and other unique features.
Conclusion
Ultimately, choosing the right real estate investment management platform requires due diligence. Carefully determine your budget, investor relations needs, and other requirements. Then study the available platforms in the real estate industry to see which ones check most of your boxes. Don’t forget to check user reviews and ratings and try demos to know how you like the user interface and design.
