Researching 2020 Syndication Software

[Paul H.]

Good Day BP.

I'm reaching out for feed back on syndication software and I'd like to know what you use or if you have invested in a syndication... what investor portals stood out to you.  So far I have had demos of Syndicator Pro, Appfolio and have looked at Juniper Square and Investor Management Services (IMS) websites.

Syndicator Pro

1. It's onboarding process is free.
2. It starts at $500.00 plus $100.00 per project afterwards.
3. It has the option to imbed video on most correspondence with investors.
4. Integrates with zapier, calendly and has an investor login portal.(all of them have a portal I assume)
5. Has a hands on demo, 7 day free trial.
6. You can soft touch offerings to generate interest from your investor pool prior to doing a raise. (Love this)
7. Accountants can have a log in to access investors files.
8. Built in signing software (Like docusign)

Negatives: Email templates are limited until the new patch rolls out, can't adjust the bottom of the email templates with social media funnels, key highlights in the pitch deck can't be reordered.

Notes on Appfolio after 2 demo sessions

1. $2000 onboarding fee, $500 a month, plus an increase fee based on capital under management.
2. Limited address use, didn't like Canadian Addresses.
3. Limited video imbeds in the report to investors.  
4. Building reports were limited, and work arounds had to be used for putting images in the reports.  Re-ordering the blocks/workflow for the report meant deleting them and creating them in a proper order.  - Weird
5. CRM seemed to be a bit more robust than other software.
6. NO hands on demo, only a guided presentation... no matter how often I asked, they had a sales rebuttal every time.
7. Pros: Color Scheme felt a bit more vibrant and lively.
8. In house integration as a single solution - why pay for multiple software.

What am I asking from the BP community is if you have any experience raising capital on any other platform and what your feedback would be.  Ideally looking for information on pricing for Juniper Square and IMS.

Cheers