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Private · Invitation-only

Run your investment syndicate end to end.

One private, branded workspace for the whole deal lifecycle — sourcing, review, commitments and the performance of every position — so leads and investors work from the same source of truth.

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For syndicates, family offices and angel clubs.

Meridian Angels
Illustrative data
DEALSActive dealsClosedExitedPORTFOLIOMy portfolioSyndicateAll syndicatesTop rankings
Syndicate portfolio
All dealsInvestedExited
INVESTED
$4.20M
CURRENT VALUE
$5.36M
NET IRR
18.4%
NET MOIC
1.28x
CompanyStageInvestedCurrent valueNet IRR
Northwind Orbital · SpaceClosed$750,000$1,118,00024.1%
Larkspur Energy · ClimateExited$400,000$1,040,00031.2%
Halden Bio · Life sciencesClosed$500,000$612,00011.8%
Corvo Systems · AI infrastructureFunding$1,200,000—Too early to report

The problem

Private capital still runs on spreadsheets, inboxes and PDFs.

A syndicate is a shared undertaking, yet the record of it is split across a dozen tools. Nobody is quite looking at the same number.

01

Spreadsheets drift

Every lead keeps a version. The figures diverge the moment a valuation moves.

02

Decisions get buried in email

Questions, opinions and commitments live in threads no one can reconstruct later.

03

Documents scatter

Decks, memos and terms sit across inboxes and drives — never next to the deal they belong to.

04

Investors are left asking

What did I commit? What is it worth today? What did the fees actually cost me?

How it works

Every deal moves through the same visible stages.

From the lead's first draft to the final distribution, each participant always knows where a deal stands — and what is expected of them.

  1. 01Preparation

    The lead builds the deal privately before anyone sees it.

  2. 02In review

    Members study the opportunity, ask questions and weigh in.

  3. 03Commitment

    Members pledge how much they want to invest.

  4. 04Funding

    Commitments are finalised and the round is filled.

  5. 05Closed

    The investment is live and tracked as a position.

  6. 06Exited

    The position is realised and final returns are recorded.

Not closedDeals that don't proceed are set aside — with their full record intact.

See the full platform

Why Synvest

Four things a spreadsheet will never do for you.

01 · Deal import

Import a deal from a link, PDF or Google Doc in seconds.

Paste an offer email or a link. Synvest reads it and fills in the company, sector, valuation and ticket sizes. You review before anything is shared.

docs.google.com/presentation/d/1x…
Import
Company
Corvo Systems
Sector
AI infrastructure
Pre-money
$48.0M
Ticket
$25K – $250K
02 · All Syndicates

Every position you hold, across every syndicate, in one view.

Invested, current value and blended return across all your memberships — and a map of where your money sits, one click from any deal.

Where your money sits$2.84M · 3 syndicates
Meridian Angels
$1.31M
Harbor Family Office
$820K
Northgate
$410K
$180K
$70K
$50K
03 · Transparent returns

Net-of-fees returns and IRR you can trust.

Entry fees, management fees, carry and partner fees are modelled explicitly. Investors see the number they actually keep — and no IRR before it means something.

GROSS MULTIPLE
2.50x
NET TO INVESTOR
2.12x
04 · Your workspace

A single branded workspace for the whole lifecycle.

Each syndicate gets its own look — a choice of professional colour themes in light and dark — so members feel they are in your house, not ours.

Dark
Light

Transparent returns

No surprises. Every fee, on the record.

Synvest models the economics of each position explicitly, so the return an investor sees is the return they keep.

  • Entry fees, annual management fees and carried interest
  • Fees charged by external partners, where they apply
  • Gross and net return, side by side
  • IRR held back until a position is mature enough to mean something
Position breakdownILLUSTRATIVE · $100K TICKET
Gross value at exit$250,000
Entry fee−$2,000
Management fees−$6,000
Carried interest−$28,400
Partner fees−$1,500
Net to investor$212,100

Built for both sides of the table

One platform. A tailored view for every role.

FOR SYNDICATE LEADS

Source, run and report on every deal — without the admin.

  • Import deals from email, PDF or link
  • Control who sees what, stage by stage
  • Manage the fill — commit on behalf, reallocate
  • Full syndicate portfolio and audit trail
  • Your brand, your themes, your workspace
Synvest for leads
FOR INVESTORS

See every position you hold, net of fees, at any hour.

  • Review deals, ask questions, share your view
  • Commit, adjust or withdraw within the window
  • Value, P&L and IRR, deal by deal
  • All your syndicates combined in one view
  • A catch-up of everything since your last login
Synvest for investors

Security & trust

Built for serious, private capital.

How we protect your data

Invitation-only

A private workspace, never a public marketplace.

Strict separation

One syndicate's data is never visible to another.

Full audit trail

A record of who did what, for accountability.

Read-only API keys

Feed your reporting tools without opening write access.

Synvest is invitation-only.

Tell us about your syndicate and we'll arrange a private walkthrough using deals like your own.

Request accessBook a demo