How Homebase Works

From your first deal room to automated ACH distributions, Homebase handles every step of real estate syndication so you can focus on finding great deals and building investor relationships.

Branded deal room page for real estate syndication fundraising on Homebase
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Step 1: Create Your Deal Room

Design and publish a branded deal page to showcase your track record and current real estate syndication opportunities to prospective LP investors. Share a single link with every prospect and let your deal room handle the rest, from highlighting your strategy to presenting projected returns.

Investor commitment tracking and e-signature management in Homebase
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Step 2: Collect Investor Commitments

Collect soft commits in preview mode, then flip to live fundraising when you are ready. Capture e-signed subscription documents, track LP investors through your pipeline, and manage your cap table in real time as commitments come in.

Automated investor update reports and performance dashboards in Homebase
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Step 3: Send Updates and Reports

Send investor updates directly from your dashboard and generate one-click performance reports. Keep your LP investors informed with personalized quarterly communications, property-level analytics, and distribution summaries.

ACH distribution scheduling and cap table management in Homebase platform
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Step 4: Automate Distributions

Schedule monthly or quarterly ACH distributions to your investors with just a few clicks. Your cap table updates automatically as payouts are processed, and every investor receives a detailed distribution notice.

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