The Human Edge
in Private Markets
Helping the corporate finance community effectively manage relationships and transactions while putting intelligent collaboration at the heart of successful capital formation.
Who we serve
Syndicate+ is built for corporate finance professionals who put valued relationships at the centre of any transaction.
We serve boutique corporate finance firms, from small advisors to sector and regional specialists, helping to raise growth capital.
How We Add Value
Syndicate+ lets you manage your relationships, your pipeline and your transactions in one place. It then goes further: by intelligently matching you with other firms on the platform, it helps you build sell-side syndicates that bring public-market best practice to private markets, enhancing your ability to close a transaction.
Relationship Management
Syndicate+ puts trusted relationships back at the heart of capital raising. A CRM built specifically for corporate finance makes it simple to manage corporate and investor relationships, track engagement, and spot funding opportunities as they emerge. Because it sits on the same platform as everything else, all your data is in one place and working for you, rather than scattered across systems.
Pipeline Management
Corporate finance firms see a steady flow of opportunities, from capital raises to M&A situations. Too many of them land in an inbox and are never seen again. Syndicate+ captures each one in its own case file, where our AI tools help you research it, monitor it and assess it quickly, so you can prioritise the opportunities most likely to resonate with your investor base.
Transaction Management
Companies, advisers and investors can lose months to complex, opaque workflows that distract everyone from the deal itself. Syndicate+ lets you run your own mandates on the platform: transaction details, investor outreach, documentation and feedback, all in one place. The result is a far better experience for you, your clients and your investors.
Syndicate Management
Boutiques often have deep investor relationships, but rarely the breadth to complete a mandate alone, or on time. Syndicate+ brings intelligent collaboration to a fragmented private market. Our matching engine draws on a deep pool of data to identify the firms best placed to work with you on a specific mandate, then lets you manage that syndicate seamlessly from first approach to close.
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