Manage your investors, generate documents, calculate waterfalls, send capital calls, distribute K-1s through a secure vault, and deliver a branded investor portal — all in one place. Built by someone who's done the back-office work. Priced so you can actually use it.
Generate the documents, calculations, and investor reporting your deals need — without piecing together multiple tools.
Generate state-specific OAs with proper waterfall language, capital account provisions, and GP/LP rights. Covers TX, CA, NY, FL, DE, and more — ready for your attorney's review.
Upload K-1s from your CPA — individually or in bulk. Deeltrack auto-sorts them by investor and delivers each K-1 to the right LP's secure portal. No more emailing PDFs one at a time.
Define your pref rate and promote structure once. Deeltrack computes every distribution split — preferred returns, LP allocations, and GP promote — down to the penny.
Build professional OMs with live-preview editing. Cover page, investment highlights, market analysis, financial projections, deal structure, team bios, and risk factors — export to PDF.
Track every partner's capital balance by deal — contributions, distributions, pref accrued, and running balances. Drill into individual transaction ledgers per partner.
Create quarterly updates, distribution notices, and capital call letters with real deal data baked in. KPI snapshots, CapEx progress, and outlook sections — all auto-populated.
One platform for docs, investors, distributions, and reporting — from acquisition to exit.
Kanban-style pipeline from sourcing through closing. Track LOI deadlines, due diligence milestones, investor commitments, and closing checklists in one view.
Full investor management with accreditation tracking, commitment history, linked deals, and relationship logs. Import from CSV or add manually.
Issue capital calls with automated pro-rata calculations and per-investor notice generation. Track funded status and send reminders.
Draft, preview, and post distributions with full waterfall breakdowns. Pref status tracking, GP promote calculations, and investor-level detail.
Generate IIF or CSV journal entries importable directly into QuickBooks Desktop and Online. Double-entry accounting for distributions, capital calls, and fees.
Track lender relationships, term sheets, loan products, and debt maturity timelines across your portfolio. Never miss a refi deadline.
Set up your entity, generate your docs, onboard your LPs, and run your first distribution — all without leaving the platform.
Enter your entity details and capital structure. Deeltrack generates your operating agreement, builds your OM, and sets up the waterfall automatically.
Add your LPs, send invite links, collect commitments, and track accreditation — all from one CRM. Each investor gets their own portal instantly.
Run waterfall calculations, post distributions, distribute K-1s, and export to QuickBooks — in clicks, not hours. LPs see it in real-time on their portal.
Give your investors a dedicated, secure portal to view capital accounts, track distributions, download K-1s, and review deal documents — on demand, without chasing you for updates.
Pay for the deals you're actively managing. When a deal exits, it stops billing. Need unlimited? $499/mo.
Deeltrack was built by a CPA who works directly with real estate syndicators — preparing K-1s, reviewing waterfall structures, reconciling capital accounts, and fielding investor questions at 11 PM on a Friday.
The existing tools were either priced for institutional funds ($2K+/month with AUM fees), cobbled together from spreadsheets and DocuSign, or built by engineers who'd never touched a partnership tax return.
So we built the platform we wished existed: one that actually understands pref structures, generates documents a CPA would sign off on, handles K-1 distribution without a 45-minute email chain, and costs $49/deal/month — whether that deal is $500K or $50M.
This isn't a venture-backed startup chasing enterprise contracts. It's a tool built by someone who does the work, for the people who do the deals.
We'll walk you through your specific deal structure — pref splits, investor onboarding, K-1 distribution — using your actual numbers. No sales pitch.
We'll send you product updates and syndication tips. No spam — we're too busy building features.
Investor management, documents, waterfalls, distributions, secure K-1 vault, and a branded LP portal. $49/deal/month.
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