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Syndicately VS FileInvite

Compare Syndicately VS FileInvite and see what are their differences

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  3. » Reviews
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Syndicately logo Syndicately

Simplify And Accelerate Your Investments with SPVs

FileInvite logo FileInvite

Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
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  • Syndicately Investment Details
    Investment Details //
    2024-03-20
  • Syndicately Profile Setup
    Profile Setup //
    2024-03-20
  • Syndicately Landing Page
    Landing Page //
    2024-03-22

Syndicately provides a comprehensive platform designed for the creation and management of Special Purpose Vehicles (SPVs), facilitating a simpler investment process for investors and fund managers in private opportunities.

From solo entrepreneurs navigating risk and funding for new ventures, to seasoned investment professionals across Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital sectors looking to leverage the power of Special Purpose Vehicles (SPVs) and grow their portfolios. Our platform offers a dynamic, scalable solution for all.

Syndicately streamlines the entire investment process, ensuring your next deal is seamless and successful. Experience the ease of top-tier enterprise functionality with Syndicately, and transform the way you invest.

  • FileInvite Landing page
    Landing page //
    2022-03-24

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.

Syndicately features and specs

  • SPV Formation: Yes
  • EIN: Yes
  • K1 Filing: Yes
  • Cap Table Management: Yes

FileInvite features and specs

No features have been listed yet.

Syndicately videos

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FileInvite videos

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FileInvite Explained

More videos:

  • Review - David's team use FileInvite to collect documents and get more clients
  • Review - Fundera Case Study

Category Popularity

0-100% (relative to Syndicately and FileInvite)

Syndicately

FileInvite

Predictive Analytics
100 100%
Predictive Analytics
0% 0
Documents
0 0%
Documents
100% 100
Finance
100 100%
Finance
0% 0
Project Management
0 0%
Project Management
100% 100

User comments

Share your experience with using Syndicately and FileInvite. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Syndicately and FileInvite

Syndicately Reviews

  1. Syndicately, worth the research!

    The speed and ease of Syndicately provides an incredible risk reduction around investing for the average investor like myself as well as investors that pool their capital to invest into deals. Worth the research!

  2. SPV Investing Simplified

    I can't tell you how challenging, manual and time consuming it is when trying to invest in private equity. Syndicately automates the entire process in just a few clicks. Once I have my profiles setup, I can always use them on future investments that are made available through this platform. I'm really thankful that someone finally solved the inefficiency of SPV investing and also built a platform for others to use for their investment raises. Great job Syndicately team!

    👍 Pros:    Automation|Docusign|Deal overview|Multiple profiles|Bank ach integration
    👎 Cons:    Bank wiring details

FileInvite Reviews

5 Popular Ways to Sign Forms Online
Listed as an emerging favorite for 2022 by software review platform Capterra, FileInvite is a secure file sharing and client portal SaaS platform. With broad applications in lending and other financial services, FileInvite allows users to sign documents with authenticated digital signatures and upload them through a 256-bit encryption-secured client portal.
Source: www.fileinvite.com
Top 5 Best Document Management Software With Client Portal in 2022
FileInvite is revolutionizing the way professionals worldwide seek documents and information from their clients. FileInvite's secure document portal solution replaces email processes in high-document applications such as mortgage applications, education enrollment, legal affairs, accounting, human resources, and banking.
Source: www.techtimes.com
10 best free electronic signature apps to eSign PDF
You receive several good features with FileInvite such as the ability to create templates, invite multiple users to sign a document, and sending notifications to customers by emails and texts. Drawbacks include a lack of customization in the template design and an un-optimized workflow.
Source: www.pocket-lint.com

What are some alternatives?

When comparing Syndicately and FileInvite, you can also consider the following products

Carta - Carta’s platform of software and services lays the groundwork so you can focus on building the future.

Oracle Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.

AngelList - Access top deals through investor-led syndicates

Onehub - Onehub helps businesses securely share and control files in the cloud.

PitchBook - PitchBook is an award winning data & technology provider for the global private equity and...

Kount Complete - Explore our Kount Complete Product, the leading solution for digital fraud prevention. Kount is trusted by 6,500+ brands globally.

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