Strategy
Not a single winner. A stack. 2 tools across 1 jobs, priced from the vendors' own pages, with the ones you can skip called out on their own pages.
At a glance
The arithmetic
Lowest paid tier of each. Untick what you would not run. 1 tool is excluded because its pricing is not published, and we will not guess a number into a total.
Your stack, per month
The entries
Syndication
you are raising from LPs and reporting distributions, waterfalls and K-1s by hand.
Skip it if you do not have outside investors. This is fund infrastructure priced for a fund, and nothing in it helps a personal portfolio.
Pricing verified August 26, 2026 · Agora
Syndication
you run an institutional CRE pipeline with a team and need sourcing through close in one system.
Skip it if you are an individual investor. Pricing is not even published, which tells you who it is sold to.
Pricing verified August 26, 2026 · Dealpath
