Run your syndication
Raise capital, manage investors, automate distributions and reporting, all in one branded portal.
Access your portfolio
View every entity in one place. Sign docs from your phone. Download K-1s without emailing your sponsor.
Built for everyone in the deal
Multi-Entity Investing
Investors can hold as Individual, LLC, Trust, IRA, or LP, each entity tracked separately with its own accreditation status, bank account, and K-1.
Built-In Accreditation
Upload and review accreditation docs inside the portal. Automatic expiry tracking, renewal reminders, and a sponsor review queue, no third-party tool needed. Reg D 506(b)/(c) ready.
Capital Operations
Issue capital calls, process distributions, and calculate waterfalls automatically. Pro-rata splits, preferred returns, and GP promote, all in a few clicks.
Quarterly Reports, Drafted by Claude
Generate professional quarterly investor reports with one click. Claude drafts the narrative from your deal data. Review, edit, and publish directly to your investors.
1031 Exchange Tracking
Track your investors' 1031 deadlines alongside your open deals. Automatic 45/180-day countdowns with matched deal recommendations when timing aligns.
DocuSign + ACH Ready
Subscription agreements go out via DocuSign the moment an investor commits. ACH distributions via Dwolla. Bank verification via Plaid, built in, ready to activate.
Your Portfolio at a Glance
See all your investments, distributions received, and active deals in one clean dashboard. No more asking your sponsor for updates.
Invest as Any Entity
Hold investments as an Individual, LLC, Trust, IRA, or LP, each with its own accreditation status, bank account, and K-1. No paperwork shuffle.
Sign Docs in Seconds
Subscription agreements arrive via DocuSign the moment you commit. Sign from any device, no printing, no scanning, no chasing emails.
Track Every Distribution
See exactly what you've been paid, when, and from which deal. Download distribution statements any time, no more waiting on your sponsor.
Tax Center & K-1s
All your K-1 documents organized by year and entity. Download them directly, no more waiting on emails from your sponsor at tax time.
1031 Exchange Tracker
Track your 45 and 180-day deadlines with live countdowns. See matched deals from your sponsor when timing aligns, never miss a window.
Up and running in minutes
- 1
Start your free trial
Create your sponsor account in minutes. No setup fees. Your investor portal is live immediately.
- 2
Add your investors and deals
Import your existing investor list via CSV or invite investors directly. Create your offering and set your waterfall structure.
- 3
Manage your raise end-to-end
Investors browse deals, reserve spots, commit capital, and sign docs, all inside your branded portal. You see everything in real time.
- 4
Automate distributions and reporting
Issue capital calls, process distributions with one-click waterfall calculations, and send AI-generated quarterly reports to all investors at once.
Simple plans that scale with you
Raise
Run your raise in one branded portal
$269/mo
Founding rate, locked for life · list $399/mo
- Branded LP portal
- 506(c) visibility enforced automatically
- Waterfalls calculated to the penny
- K-1 center with auto-matching
- AI-drafted investor updates
Sponsor
Best for active raises
$399/mo
Founding rate, locked for life · list $599/mo
- Everything in Raise
- LPs invest as individual, LLC, trust, or IRA
- Distributions to every LP in one click
Enterprise
For funds and large syndicators
Custom pricing
- Unlimited investors + offerings
- Everything in Sponsor
- Dedicated onboarding
- Priority support
- API access
All plans include a 30-day free trial, no credit card required. Compare every plan on the pricing page. See pricing
Ready to modernize your investor experience?
Join syndicators already using CapTraq to manage their raises, investors, and distributions in one place.