Syndicate Tech Stack Explained: Tools, Platforms & Investor Management

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[Section 4] Syndicate Tech Stack - Highlights

Core Principle

• Tech is useful but not a magic bullet—the foundation of a syndicate is your investor network.
  
• Prioritise building strong investor relationships before optimising for tech.
  

SPV Administration: Three Options

1. Do It Yourself (DIY) – Not recommended due to complexity and regulatory burden.
   
2. Use an SPV Administrator – Outsource legal and compliance work to a dedicated service.
   
3. Use a Syndicate Platform with Built-in Admin Services – The platform handles SPV setup and management.
   

Key Considerations for Syndicate Platforms

• Lock-in Decisions – Once chosen, migration is costly and complex. Select a long-term solution.
  
• Investor Acquisition – Some platforms offer new investor discovery, but trust remains key.
  
• Investor Exposure & Leakage – Platforms vary in how visible your investors are to other syndicates.
  
• Small Check Problem – High discoverability can lead to smaller average check sizes, limiting large raises.
  
• Carry Sharing – Some platforms take a portion of carry—evaluate if the trade-off is worthwhile.
  
• Accreditation Enforcement – Certain platforms help ensure investor compliance with regulatory standards.
  

Building Your Own Tech Stack

If not using a platform, structure your tech stack into these layers:

1. Investor Acquisition & Onboarding
   
   • Use LinkedIn, Calendly, low-cost SaaS tools for outreach and onboarding.
     
2. Investor Management (CRM)
   
   • Track who invested in which deals, check sizes, and investor segmentation.
     
3. Publishing Deal Flow
   
   • Use email automation for outreach and investor updates.
     
   • Campaign tracking helps measure engagement.
     
4. Data Rooms & Diligence
   
   • Secure repository with access control for due diligence materials.
     
5. Analytics & Tracking
   
   • Use email analytics (open rates, click-through rates) to assess investor interest.
     
6. Administration & Compliance
   
   • KYC/AML, SPV governance, document e-signing, tax filing, carry sharing, returns distribution.
     
   • Often handled by an administrator or a syndicate platform.

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