Helping Intermediaries to Help Their Clients

Syndex is powered by Salesforce.com - the only Platform-as-a-Service (PaaS) that fell under consideration as Syndex came to life.

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.

We know that there are many businesses 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.

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Connecting businesses with investors is a big part of what we do.

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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.

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The Intermediary/advisor assume responsibility for all Issue documentation (Offering Document) that will be presented via the Markets, which may include but not be limited to:

a. Investment flier or booklet

b. Information memorandum ("IM")

c. Financial reports, projections and information

They would also ensure that as an Issuer of Financial Products, you are aware of ongoing obligations in terms of:

a. The Financial Markets Conduct Act

b. your Issue to investors, and

c. Syndex Market Rules

and being the primary point of contact for all inquiries for listings.  

The Offering Document can range between a three-four page Investment Flier to a full IM.  

The Offering Document would be listed on Syndex's 'Investment Opportunities' market.  Once your Issue is on the marketplace you’re connecting with thousands of potential investors.  Interested parties would be invited to register interest, outlining likely $ investment and potentially providing other relevant information which may help assess the alignment and skills offered by a new investor.  

You and your advisors would enter into due-diligence and negotiations with preferred parties with a view to agreeing price/shareholding and ownership structure/governance/shareholder roles etc. and ultimately reach an agreement.

For more information on partnering with us please contact us.

Syndex’s role is to provide a common, go-to place for investors that have an interest in investing and trading in private or alternative, proportionally-owned assets.

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, FMCA). Capability to calculate and manage distributions.

Investor relations and communication: Tools to deliver performance and market information, and undertake corporate actions; ensuring your shareholders are well informed.  

CRM functionality: Flexible tools for management and direct engagement with investors.

Liquidity: Secondary market options to attract and retain investors - a point of difference when competing for capital.

Access to capital: Over 2500 independent Syndex investors seeking alternative investment opportunities.

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 the customer 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 functionalities and appreciating the simplicity of what’s been built. Ultimately it’s this simplicity that will reduce their administrative time, and provide a great level of service to their investing 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.

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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.

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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.

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Our platform suits businesses of all sizes, from small businesses looking to rapidly grow their shareholder databases to large corporate enterprises.

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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!

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Syndex currently provides its services in Australia and New Zealand. In each jurisdiction, core services, like anti-money laundering and investor certification, are consistent with the in-force legislative framework of the jurisdiction concerned.