The Syndicate’s Toolbox

Organizing an investing syndicate is the ultimate test of coordination at scale. On top of all the work of finding new investors, managing existing ones, and coordinating their commitments, syndicate leads also have to identify the best deals and negotiate their allocation.

We’ve teamed up with AngelSchool.vc to create the ultimate syndicate tech stack. AngelSchool.vc gives angel investors everything they need to launch and scale their own syndicate.

The platforms, providers, and systems you use to run your syndicate can make a world of difference. Hours of collecting signatures becomes sending one link. Days of sending out K-1s becomes an automated process. Removing repetitive and cumbersome tasks allows investors to focus on what matters: analyzing deals and building relationships.

As you start to build your syndicate tech stack, you should consider the following:

The size of your syndicate

Communicating with a group of 20 investors is very different from 200. While a smaller group can be handled by a simple document or email list, 200+ investors will likely require a contact management tool that allows you to filter, sort, and view your group in various arrangements.

User experience

An intuitive interface will not only make your life easier. For any tool that you need to have your LPs use, you want to make sure they have a great experience. This will make you look good and make you the syndicate they will come back to. Consider what the experience is like on both your side and theirs.

Plans for scale

While you may be concerned with the most budget-friendly option when your syndicate is small, you should look for tools that can grow with your community. Many software tools have variable pricing tiers based on size or usage, which gives you the flexibility to expand functionality as your budget increases. On the flip side, if you plan to keep your syndicate relatively small, you may be okay with the cost efficient option.

Marketing

Investor Relationship Management

Dealflow and Diligence

Portfolio Management

Deal Execution

Traditional Fund Admin: Standish Fund Management, Vector AIS, Juniper Square
Tech-enabled funds and SPVs: Sydecar

Education

Thank you to AngelSchool.vc for teaming up on this toolbox! AngelSchool.vc is a Fellowship program dedicated to helping Angel Investors build their own syndicates. We equip Program Fellows with a syndicate blueprint in just 8 weeks. After that, they’re invited to our Investment Committee (IC) to gain real deal experience and earn carried interest. Apply to our next cohort.

Angel School’s syndicate is backed by 1000+ LPs and deploys $MNs annually. Subscribe here for access to our exclusive dealflow.

Organizing an investing syndicate is the ultimate test of coordination at scale. On top of all the work of finding new investors, managing existing ones, and coordinating their commitments, syndicate leads also have to identify the best deals and negotiate their allocation.

We’ve teamed up with AngelSchool.vc to create the ultimate syndicate tech stack. AngelSchool.vc gives angel investors everything they need to launch and scale their own syndicate.

The platforms, providers, and systems you use to run your syndicate can make a world of difference. Hours of collecting signatures becomes sending one link. Days of sending out K-1s becomes an automated process. Removing repetitive and cumbersome tasks allows investors to focus on what matters: analyzing deals and building relationships.

As you start to build your syndicate tech stack, you should consider the following:

The size of your syndicate

Communicating with a group of 20 investors is very different from 200. While a smaller group can be handled by a simple document or email list, 200+ investors will likely require a contact management tool that allows you to filter, sort, and view your group in various arrangements.

User experience

An intuitive interface will not only make your life easier. For any tool that you need to have your LPs use, you want to make sure they have a great experience. This will make you look good and make you the syndicate they will come back to. Consider what the experience is like on both your side and theirs.

Plans for scale

While you may be concerned with the most budget-friendly option when your syndicate is small, you should look for tools that can grow with your community. Many software tools have variable pricing tiers based on size or usage, which gives you the flexibility to expand functionality as your budget increases. On the flip side, if you plan to keep your syndicate relatively small, you may be okay with the cost efficient option.

Marketing

Investor Relationship Management

Dealflow and Diligence

Portfolio Management

Deal Execution

Traditional Fund Admin: Standish Fund Management, Vector AIS, Juniper Square
Tech-enabled funds and SPVs: Sydecar

Education

Thank you to AngelSchool.vc for teaming up on this toolbox! AngelSchool.vc is a Fellowship program dedicated to helping Angel Investors build their own syndicates. We equip Program Fellows with a syndicate blueprint in just 8 weeks. After that, they’re invited to our Investment Committee (IC) to gain real deal experience and earn carried interest. Apply to our next cohort.

Angel School’s syndicate is backed by 1000+ LPs and deploys $MNs annually. Subscribe here for access to our exclusive dealflow.

Organizing an investing syndicate is the ultimate test of coordination at scale. On top of all the work of finding new investors, managing existing ones, and coordinating their commitments, syndicate leads also have to identify the best deals and negotiate their allocation.

We’ve teamed up with AngelSchool.vc to create the ultimate syndicate tech stack. AngelSchool.vc gives angel investors everything they need to launch and scale their own syndicate.

The platforms, providers, and systems you use to run your syndicate can make a world of difference. Hours of collecting signatures becomes sending one link. Days of sending out K-1s becomes an automated process. Removing repetitive and cumbersome tasks allows investors to focus on what matters: analyzing deals and building relationships.

As you start to build your syndicate tech stack, you should consider the following:

The size of your syndicate

Communicating with a group of 20 investors is very different from 200. While a smaller group can be handled by a simple document or email list, 200+ investors will likely require a contact management tool that allows you to filter, sort, and view your group in various arrangements.

User experience

An intuitive interface will not only make your life easier. For any tool that you need to have your LPs use, you want to make sure they have a great experience. This will make you look good and make you the syndicate they will come back to. Consider what the experience is like on both your side and theirs.

Plans for scale

While you may be concerned with the most budget-friendly option when your syndicate is small, you should look for tools that can grow with your community. Many software tools have variable pricing tiers based on size or usage, which gives you the flexibility to expand functionality as your budget increases. On the flip side, if you plan to keep your syndicate relatively small, you may be okay with the cost efficient option.

Marketing

Investor Relationship Management

Dealflow and Diligence

Portfolio Management

Deal Execution

Traditional Fund Admin: Standish Fund Management, Vector AIS, Juniper Square
Tech-enabled funds and SPVs: Sydecar

Education

Thank you to AngelSchool.vc for teaming up on this toolbox! AngelSchool.vc is a Fellowship program dedicated to helping Angel Investors build their own syndicates. We equip Program Fellows with a syndicate blueprint in just 8 weeks. After that, they’re invited to our Investment Committee (IC) to gain real deal experience and earn carried interest. Apply to our next cohort.

Angel School’s syndicate is backed by 1000+ LPs and deploys $MNs annually. Subscribe here for access to our exclusive dealflow.