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IN THE FIELD GUIDE

homebasecre

homebasecre.com

Homebase is real estate syndication software designed for GP teams to raise capital, manage LPs, and handle distributions and tax documents from a single dashboard. It offers deal rooms, investor portals, CRM, and automated financial calculations without AUM fees.

THE PRODUCT, BEYOND THE PITCH

Automatically researched · Not editorially reviewed · Sources checked Sep 14, 2026

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A good fit for

  • Lean GP teams seeking to avoid AUM-based pricing and streamline capital raising and investor management.

Know the limitations

Not confirmed yet.

What you can do

  • Raising capital for real estate syndication deals with branded deal rooms and e-signature subscription documents.
  • Managing investor relations and distributions including sending updates, reports, and scheduling ACH payouts.

Features

  • Professional deal room to showcase deals and successes.
  • Investor portal with detailed reports and ACH distributions for LPs.
  • Advanced waterfall calculator for distribution calculations from commitment to exit.
  • Built-in CRM to manage investor interactions and fundraising.

Integrations

  • Integrates with ActiveCampaign, ChatGPT, Claude, Dropbox Sign, Fiserv, Gemini, Google Drive, Hubspot, Mailchimp, Mercury, Plaid, Propertyware, QuickBooks, Rent Manager, Salesforce, and Stripe.

Platforms & data export

Not confirmed yet.

THE COST FOR YOUR TEAM

Go beyond the starting price.

Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.

Cheapest fit for 1 person, all 1 tools

$100.00/month

$1,200.00 a year on these plans.

Plan costs based on your requirements
Tool / planMonthlyPer yearWhat this assumes
homebasecre logohomebasecre

StarterCheapest fit

Flat subscription

$100.00$1,200.00

Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.

homebasecre logohomebasecre

Growth

Flat subscription

$500.00$6,000.00

Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.

homebasecre logohomebasecre

Scale

Flat subscription

$1,200.00$14,400.00

Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.

homebasecre logohomebasecre

Enterprise

Flat subscription

By quote—

Priced by quote — ask the provider for a figure.

Contact the provider for a quote.

A practical workflow

  1. Create a professional deal room in minutes and share a single link with prospects.
  2. Collect soft commitments in preview mode, then switch to live fundraising to capture e-sign subscription documents.
  3. Send investor updates and create performance reports from the dashboard.

Based on the sources below. Editorial review does not imply hands-on product testing.

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What changed

1 recorded change · latest 9/14/2026

Changes to the facts recorded here, not a live scan of every vendor update. Save this tool to follow updates in your account.

  1. Updated: best for, features, plans, sources, use cases, walkthrough

    See recorded changes
    bestFor

    Before: ["Lean GP teams seeking to raise capital efficiently without AUM-based pricing."]

    After: ["Lean GP teams seeking to avoid AUM-based pricing and streamline capital raising and investor management."]

    features

    Before: ["Professional deal room to showcase previous successes and upcoming opportunities.","Investor portal with detailed reports and ACH distribution capabilities.","Advanced waterfall calculator for distribution calculations from commitment to exit.","Centralized CRM aggregating all investor interactions in one dashboard.","Personalized reporting to meet communication and compliance needs."]

    After: ["Professional deal room to showcase deals and successes.","Investor portal with detailed reports and ACH distributions for LPs.","Advanced waterfall calculator for distribution calculations from commitment to exit.","Built-in CRM to manage investor interactions and fundraising."]

    plans

    Before: []

    After: [{"name":"Starter","note":"Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.","annual":null,"monthly":100,"perSeat":false,"currency":"USD","features":[],"extraUnit":null,"unitLabel":"","maximumSeats":null,"minimumSeats":1,"includedUnits":null,"startingPrice":false,"seatsConfirmed":false},{"name":"Growth","note":"Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.","annual":null,"monthly":500,"perSeat":false,"currency":"USD","features":[],"extraUnit":null,"unitLabel":"","maximumSeats":null,"minimumSeats":1,"includedUnits":null,"startingPrice":false,"seatsConfirmed":false},{"name":"Scale","note":"Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.","annual":null,"monthly":1200,"perSeat":false,"currency":"USD","features":[],"extraUnit":null,"unitLabel":"","maximumSeats":null,"minimumSeats":1,"includedUnits":null,"startingPrice":false,"seatsConfirmed":false},{"name":"Enterprise","note":"Contact the provider for a quote.","annual":null,"monthly":null,"perSeat":false,"currency":"USD","features":[],"extraUnit":null,"unitLabel":"","maximumSeats":null,"minimumSeats":1,"includedUnits":null,"startingPrice":false,"seatsConfirmed":false}]

    sources

    Before: [{"url":"https://www.homebasecre.com/","label":"Homebase — Real Estate Syndication Platform for Modern Sponsors"},{"url":"https://www.homebasecre.com/features","label":"Every Tool a Sponsor Needs | Homebase"}]

    After: [{"url":"https://www.homebasecre.com/","label":"Homebase — Real Estate Syndication Platform for Modern Sponsors"},{"url":"https://www.homebasecre.com/pricing","label":"Simple, Deals-Based Pricing | Homebase"},{"url":"https://www.homebasecre.com/features","label":"Every Tool a Sponsor Needs | Homebase"}]

    useCases

    Before: ["Raising capital for real estate deals and managing investor relations including distributions and reporting.","Managing deal rooms, investor commitments, updates, and automated payouts in one dashboard."]

    After: ["Raising capital for real estate syndication deals with branded deal rooms and e-signature subscription documents.","Managing investor relations and distributions including sending updates, reports, and scheduling ACH payouts."]

    walkthrough

    Before: ["Create a branded deal page, share with prospects, collect soft and hard commitments, send investor updates, and schedule automated ACH distributions.","Onboard in minutes, close funds via ACH wire and check, and manage cap tables."]

    After: ["Create a professional deal room in minutes and share a single link with prospects.","Collect soft commitments in preview mode, then switch to live fundraising to capture e-sign subscription documents.","Send investor updates and create performance reports from the dashboard."]

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Sources & research

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