Our Plans

Fundraising Automation

There’s now a better way to syndicate private placements. Groundbreaker gives you real estate syndication superpowers with software that streamlines the entire process, from creating a teaser or full OM to doing capital calls.

• Publish and edit your offerings in real-time
• Use data on investor behavior to focus your outreach
• Delight your investors with a seamless investment experience

CRM

Quarterback your investor relations efforts with a CRM you’ll be comfortable living in every day. We give you the tools you need to sync up with your team on important daily tasks, notes, and activities, so you can tackle your responsibilities more efficiently.

• Unlimited number of users
• Intuitive design makes it easy for anyone to use
• Powerful functionality like tags, notes, email, and filters maximize productivity

Investment Management

Everything you need to manage your investment portfolios, with streamlined investment accounting, tracking of commitments, contributions, distributions, tax, and reports by investment entity and investor account from inception.

• Organize and manage portfolio investments and funds all in one place
• Locate records in seconds with our universal search
• Eliminate double data entry with our integrated tools

Investor Reporting

Provide your investors with reports in real-time on asset or fund performance along with up-to-date metrics tracking capital commitments, return of principal, return on investment, and more.

• Instantly generate investor or entity-specific portfolio reports for certain accounts
• Send personalized free-form email or mail merge all investors in an investment
• Send photo and video updates on real estate projects to your investors through the portal or email