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Updated over 2 years ago, 05/25/2022

User Stats

54
Posts
40
Votes
Adam Sheren
Pro Member
  • Investor & Developer
  • Ludington, MI
40
Votes |
54
Posts

Syndication Management Software??

Adam Sheren
Pro Member
  • Investor & Developer
  • Ludington, MI
Posted

Good Afternoon BP 

What types of software are people using to manage their syndicated deals? Is Argus worth the $$$, and would it even be able to do what's needed to manage a syndicated deal? or is that something a CPA should be doing for me?

Curious to know how people manage their deals through funding and post funding - or is this something to be hired out? 

I'm searching for a program or programs that would help me put together 5-10 page brief investment summary's for potential investors and for working through feasibility for myself. Things to be included are development proforma, operation proforma, 15 year outlook with YOY financial performance, something that will calculate IRR each year, etc.

Are you using Power Point, Excel, a combination of both. I'd like to find something I can use to create a feasibility, deal structure, and summary.

Examples, advice requested. Thanks!

  • Adam Sheren
  • Loading replies...