Raise, structure & run your syndication
Going from operator to syndicator means raising capital, structuring entities, and reporting to investors — without reinventing the wheel. Get the templates, documents, and reporting systems experienced GPs actually use.
Step 1 — Start with the free Deal-Readiness Checklist
Before you raise a dollar, make sure your deal is investor-ready. The free Deal-Readiness Checklist walks you through everything every syndicator needs in place before going to market. Entity, legal, and compliance must-haves. The numbers investors will scrutinize first. How to package a deal that earns commitments.
Step 2 — Templates that close deals
The core legal and structuring documents, professionally drafted and ready to edit for your raise. Letter of Intent (LOI) — Put offers in front of sellers fast with a clean, broker-ready LOI you can tailor in minutes. Operating Agreements — Five battle-tested LLC operating agreements covering solo ownership through full syndication. Partnership & JV Structures — Document GP/LP splits, waterfalls, and joint ventures with clear, investor-tested language.
Step 3 — Impress and retain investors
Raise with polish and keep investors confident long after the deal closes. Investor Pitch Decks — A clean, credible deck framework that tells your deal story and drives commitments. Quarterly Investor Reports — A repeatable reporting template that keeps your investors informed and reassured. Distribution & K-1 Templates — Track distributions and tax reporting cleanly, so payouts and year-end run smoothly.
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