It’s never too late to partner with us and gain the benefits of a purpose-built registry system!
We can say that there is a sweet-spot, usually in the first phase business growth, when the transition is easy and has the important bonus of freeing you up to do what you do best - running and growing your business - without the worry and burden of keeping your back office in order. Our customers find that partnering with us gives them the leverage they need to grow, without software and admin constraints.
So where are you at?
When you start a business managing overheads is key.
You likely manage your customers and targets on an Excel spreadsheet.
Your business is growing and associated admin is getting more onerous.
You're in danger of relying too heavily on Excel.
It's time to partner with Syndex and shift your Excel into an automated CRM.
The many platform benefits will stand you in good stead for scaling up.
Fast growth sees you eyeing a potential capital raise.
Your shareholders and stakeholders require timely, accurate and well-managed communications and reporting.
The obligation to have an auditable, clear history of all your corporate actions and communications is edging closer, especially if you are considering utilising a secondary market or an IPO.
It's time to use more of Syndex's capability. Leverage the unit registry and capital table management functionality to:
- automatically pay dividends
- complete client reporting
- empower your sales team with a central client and prospects management tool
- manage KPIs
- offer employee share options and manage them centrally
- and more...
The journey continues despite reaching this lofty height!
You’ve been able to scale successfully without constraint, but most importantly you have full system control. Your data, your decisions, your oversight.
You’ve accessed Syndex for capital raising for expanding and made your offer competitive by giving your investors access to liquidity.
You have peace of mind that your compliance and governance are top-notch and that your registry administration is error-free and a source of truth.
We know that there are many businesses and co-operatives out there with the skill and capability to grow our economy, but accessing capital is hard and can halt growth. We also know of great businesses where the owners are looking to transition ownership to new owners or investors.
Connecting businesses with investors is a big part of what we do. To enable this we work with trusted partners, such as BCCM, Grant Thornton and Second Sphere to build bridges and widen our reach.
To raise capital using Syndex, you need to work with an approved Syndex intermediary or advisor. These partnerships allow us to maintain the high standards of our ‘fair, efficient and transparent marketplace’. A financial advisor can assist with these needs or we can direct you to one of our partners.
The intermediary/advisor assume responsibility for all Issue documentation (Offering Documents) which may include but not be limited to:
a. Investment flier or booklet
b. Information memorandum ("IM")
c. Financial reports, projections and information
For more information on partnering with us please contact us.
Syndex doesn’t create or offer any kind of investment product to the market and is totally committed to working collaboratively with Issuers to the benefit of investors.
Syndex offers a number of benefits to issuers:
Efficiencies: Providing administration services to help with registry, record keeping, compliance and regulatory issues (AML/CFT, tax obligations, and more). Capability to calculate and manage distributions.
Investor relations and communication: Tools to deliver performance and market information, and undertake corporate actions; ensuring your members / investors are well informed.
CRM functionality: Flexible tools for management and direct engagement with investors.
Liquidity: We’re working on functionality for you to run secondary markets, to attract and retain investors - a point of difference when competing for capital.
Each onboarding experience is different and is dependent on a number of factors. Companies take on different parts of the platform, tailoring the product to their specific needs. The components and their preparation for use can differ.
The aim of our onboarding process is to move through a number of roll-out phases ending with you being confident and comfortable with using the platform. We really believe in our product and want our users to get the most out of it, using all the functionality and appreciating the simplicity of what’s been built. Ultimately it’s this simplicity that will reduce your administrative time, and provide a great level of service to your customers.
To read about the process we follow to get our customers up and running see our onboarding fact file here.
We believe our pricing is extremely fair and reasonable, especially considering the service provided, the quality of the user experience and the time you and your team will save day to day on what can be fairly mundane and manual tasks. We also have a pricing model that is based on the size of your business, client numbers, revenue, quality and extent of your existing data and a bunch of other factors we can talk you through.
The best bet is to get in touch with us today for a free demo and following that, we will provide you with a quote once we know more about your business.
We have several key differences to many other providers in the market. Firstly, we do not use an outsource model, whereby you hand over your important IP, client and prospects information to a CRM or unit registry provider. With that kind of model you will often find yourself wedded to old systems, paper-based applications from the last decade and endless back and forward phone calls with people outside of your business. In this day and age, it's fair to say you could be doing other valuable things with your time.
By contrast, we provide you with the keys to your platform, putting you in control of your information and that of your clients.
Secondly, we are a one-stop-shop. We don't just do unit registry and/or basic accounting software, and/or communications. We provide a self-service platform that allows you to manage everything from unit registry, employee share options trading, group-wide communications, a first-class CRM system, a member portal, a capital raising platform and more.
Salesforce is a global company serving over 150,000 businesses. Ubiquitous amongst the financial institutions this is a PaaS offering that operates to a high level of scrutiny, security and compliance. As a service it relies on the trust of its users and is therefore impelled to drive reliability, accuracy and accountability. We too rely on trust from our customers, so choosing a PaaS offering that takes data security seriously was a fundamental prerequisite. Salesforce’s utilisation of advanced technology and processes to ensure the security of sensitive data and their extremely industrial approach to the management of their data facilities scattered across the globe is crucial to our operations.
To read more about the platform credentials and the relevance compliance certifications click here.
Yes, we like to think that our sales cycle differs from some of our competitors. Contact us for a free demo today, and rest assured - if you don't think we can cater to your needs or we're just not the right fit for each other, we can both move on. No hard feelings!
Yes, we have a service agreement and offer what we believe fits a range of businesses of all sizes and maturity. We have clients from across the spectrum, ranging from forward thinking start-ups who want their clients to have a seamless, paperless and intuitive application, onboarding and ongoing management experience - to mature businesses who have realised that it is well and truly time to get off Excel.
Our platform suits businesses of all sizes, from small businesses looking to rapidly grow their shareholder databases to large corporate enterprises.
An online platform for the private markets, enabling investing and divesting in proportionally owned structures.