Quarterly Product Update, Q1’25
Apr 21, 2025
Gavin Freeman
Last quarter, we shipped platform-wide improvements across Fund+, SPVs, and core infrastructure, designed to reduce friction, improve compliance, and give managers more control. From streamlined investor reporting to faster transaction processing, every update helps fund and SPV managers move with greater speed and certainty. Read on to explore what’s new.
Fund+
More Investor Insights for Fund+ Managers
What it is:
Easily view investor details directly from your cap table, including legal names, control persons (for entities), investor carry, management fees, and wire instructions. You can also instantly download a comprehensive CSV with all essential investor data from your cap table.
How it helps you:
You can now instantly access the investor information you need, right from the cap table. By making these data points easily accessible, we reduce back-and-forth, saving you time and bringing Fund+ visibility in line with what SPV managers already experience.
Automatic Notifications for Capital Call Receipts
What it is:
Investors and Fund+ managers now receive automatic email confirmations when contributions are received. The messages include key details like investor name, amount received, and fund name.
How it helps you:
Automatic confirmations reduce uncertainty and help you build trust with investors by immediately confirming transactions, ensuring everyone stays informed without extra effort on your part.
Compliance & Reporting
ERISA Investor Limit for Regulatory Compliance
What it is:
To ensure compliance with ERISA, Sydecar automatically tracks investor status and enforces the 25% limit on ERISA-subject participation in each SPV or Fund.
How it helps you:
This update protects you from triggering ERISA reporting requirements and ensures compliance without added administrative work. Sydecar proactively notifies you if ERISA participation approaches the regulatory threshold, helping you stay avoid delays when closing your deal. Investors subject to ERISA can still participate as long as the deal remains under the cap, giving all parties peace of mind.
Platform Enhancements
New Feedback Tools
What it is:
For the first time, investors and managers can now contact Sydecar's support team directly from within the app, initiating an email thread without leaving the platform. This feature also allows users to share product feedback and rate their experience.
How it helps you:
Managers and investors can now get help faster and more easily by contacting Sydecar's support team directly from within the platform, streamlining the process of getting help when it's needed. It also creates a direct channel for feedback, enabling our team to respond more quickly and build improvements around what matters most to you.
With Q1 over, we’re proud to have delivered a set of improvements that strengthen our investment products as well as the core of our platform. From compliance tooling to data visibility, our Q1 improvements make your workflow smoother and your operations more scalable.
If you have any questions or want to learn more about any of these updates, schedule some time with our team here:
