A bookkeeping and profit-allocation tool for friends, families, and small investment teams. Record contributions, transactions, profit and loss, and withdrawals while automatically calculating ownership and distributions.
From secure sign-in to partner allocation and PDF reporting in under 20 seconds.
Resolve bookkeeping confusion and manual calculation pain points during multi-partner investments.
Create a shared project pool and record each member's contribution and ownership. New transaction costs and settled results are allocated using the project's current ratios.
Allocate profit and loss automatically by contribution ratio, or define custom distribution ratios when capital and operational contributions should be calculated separately.
Record each transaction's asset, quantity, price, invested amount, and settled result. Syndicate organizes the records but does not provide live market prices or investment advice.
Built-in A4 printing stylesheet. Provides intuitive stake pie charts, asset distribution visualizers, and partner payout lists. Export to PDF in one click.
Users must sign in and hold an active subscription. Project data is isolated by Clerk account and stored in Supabase, with a local browser copy retained as a fallback.
Project changes are automatically saved to the cloud. Sign in with the same Clerk account on another device to load previously saved projects without configuring Google Drive.
Adjust sliders below to simulate how Syndicate splits profits and payouts dynamically.
Syndicate uses Clerk authentication and isolates project data by account. Your investment records are securely stored in Supabase so you can continue after signing in again or switching devices, while a local browser copy provides an additional fallback.
Syndicate provides co-investment bookkeeping, calculation, and allocation tools only. It does not provide investment, legal, accounting, or tax advice, execute trades, or hold funds. Read the full Privacy Policy
Choose the plan that fits your co-investment management needs.
Contact us for product questions, feature requests, payment assistance, or business partnerships.
Click the button below to launch the Syndicate dashboard console and experience transparent co-investment bookkeeping.
Launch Dashboard Console
Syndicate