RE Syndication Investor Tracking Software for LPs?

[Adrian Clapp]

Hi.  In 2021 I invested in 15 different RE Syndications and was wondering how LP investors keep track of quarterly distributions and other performance metrics vs. what was originally presented in the original pro forma or updates.  Right now I am using a large excel spreadsheet but I was thinking someone must have developed a better system?  Thanks!

[Litan Yahav]

Quote from @Adrian Clapp:

Hi.  In 2021 I invested in 15 different RE Syndications and was wondering how LP investors keep track of quarterly distributions and other performance metrics vs. what was originally presented in the original pro forma or updates.  Right now I am using a large excel spreadsheet but I was thinking someone must have developed a better system?  Thanks!

 Hey @Adrian Clapp and others! As someone who's invested in more than 30 syndications as an LP over the past few years I totally understand the "good problems" of tracking them all - That's the basis for why we decided to found a new startup and build Vyzer two+ years ago. 

Our objective is to help people like us automate as much of their finances as possible, specifically the more alternative and private investments. 

If I can help in anyway please don't hesitate to reach out! 
I'm also alway interested in hearing any feedback that comes up.

@Jim Pfeifer - Thanks for the mention!