Evolvly

About Evolvly

Evolvly is a comprehensive, all-in-one business system built specifically for multifamily and commercial real estate syndicators. It was created by active syndicators who identified a core problem: operators often possess deep real estate knowledge but waste valuable time and energy piecing together disparate software tools for marketing, investor relations, and deal management. Evolvly solves this by providing a unified, ready-to-use platform that removes the technical complexity. The core value proposition is a "done-for-you" foundation that allows syndicators to launch and scale efficiently. This includes a pre-built, branded website, integrated marketing funnels and scheduling tools, automated investor nurture campaigns, and a powerful CRM designed to track the entire deal flow. Instead of spending months on setup, users can immediately focus on their core competency—attracting investors and closing deals—while Evolvly automates follow-up, manages communications, and helps convert more conversations into committed capital.

Features of Evolvly

Syndicator-Specific CRM

The Evolvly CRM is the central hub, designed from the ground up for the unique workflow of real estate syndication. It goes beyond generic contact management to track investors, deals, and capital commitments in one place. You can segment contacts based on investment criteria, track communication history across emails and calls, and manage the entire pipeline from initial lead to closed investor, ensuring no opportunity falls through the cracks.

Automated Marketing & Nurture Campaigns

Evolvly comes with pre-built, branded email campaigns designed to educate and nurture potential investors. These automated sequences help you build trust and authority by delivering valuable content on syndication, market updates, and your specific investment philosophy. Integrated funnels capture leads from your website and automatically enroll them into these nurture tracks, saving you countless hours on manual follow-up and content creation.

Integrated Deal & Pipeline Tracking

This feature provides a clear visual dashboard to manage every stage of your deal flow. You can track potential acquisitions, underwriting status, investor allocations, and capital raises all within the platform. It simplifies managing multiple deals simultaneously, giving you an instant overview of what's in sourcing, under contract, or actively raising capital, which is fundamental for effective syndication business management.

Unified Communication Hub

Evolvly consolidates all investor communication channels into one interface. This includes a built-in phone system, email automation tools, two-way SMS for real-time conversations, and integration with social media messaging. Having every interaction logged in the CRM next to the contact's profile provides complete context, ensuring personalized and timely follow-ups without switching between multiple apps.

Use Cases of Evolvly

For New Syndicators Launching Their First Fund

A new operator can use Evolvly to establish immediate credibility. Instead of building a website, setting up a CRM, and creating email campaigns from scratch, they can launch a professional, branded online presence in days. The pre-built systems allow them to start capturing leads, automating initial education, and tracking conversations efficiently, letting them focus on sourcing deals and building investor relationships.

For Established Operators Scaling Their Investor Base

Growing syndicators often struggle with manually managing a large number of investor relationships and ongoing communications. Evolvly helps scale these efforts by automating routine updates, segmenting investors for targeted communications, and using the deal pipeline to efficiently manage capital raises for multiple projects simultaneously, freeing up time to focus on larger strategic goals.

For Managing Investor Relations and Reporting

After a deal closes, maintaining transparent communication with investors is crucial. Evolvly simplifies this by providing tools to send scheduled updates, performance reports, and distribution notices through automated yet personalized campaigns. This builds long-term trust and keeps investors engaged and ready for future opportunities, which is foundational for a sustainable syndication business.

For Streamlining the Capital Raising Process

During an active capital raise, time is critical. Evolvly streamlines this process by providing a digital business card for easy lead capture at events, integrated calendars for scheduling pitch meetings instantly, and automated follow-up sequences to keep potential investors moving through the funnel, significantly increasing conversion rates and speeding up the time to close.

Frequently Asked Questions

Is Evolvly suitable for a brand-new syndicator with no existing systems?

Absolutely. Evolvly is specifically designed as a foundational system for syndicators at any stage. For someone just starting, it provides the complete technology stack from day one—website, CRM, and marketing automation—eliminating the need to research, purchase, and integrate multiple separate tools. This "done-for-you" approach lets you start operating professionally immediately.

How does Evolvly differ from a generic CRM like Salesforce or HubSpot?

While generic CRMs are powerful, they are not built for the specific workflows of real estate syndication. Evolvly is pre-configured for tracking deals, managing investor capital commitments, and running educational nurture campaigns tailored to syndication. It includes built-in, industry-specific features like digital business cards for networking and deal pipeline views that generic platforms lack, saving significant setup and customization time.

Can I use my own domain and branding with Evolvly?

Yes, you can fully customize your Evolvly-powered website and marketing materials with your own branding, logo, colors, and custom domain name. The platform is designed to be a white-label solution that presents your syndication business professionally, not as an Evolvly-branded page, ensuring you maintain your unique brand identity.

What kind of support is offered during onboarding?

Evolvly provides guided onboarding to ensure a seamless setup experience. The process is designed to get your systems up and running quickly. Support resources are available to help you customize your site, import contacts, and understand how to leverage the automations and features effectively to start attracting and managing investors.

Pricing of Evolvly

Evolvly offers tiered monthly plans to suit different stages of a syndication business. All yearly plans receive two months free. The Website Only plan ($49/month) is for establishing a professional online presence with lead capture. The Starter plan ($97/month) adds a CRM for 1000 contacts and basic automations. The Plus plan ($197/month) is recommended and includes unlimited contacts, advanced automation, reporting, and an AI social media planner. The Pro plan ($297/month) offers full automation, advanced reporting, tools for courses/invoices, and premium support. Each tier builds upon the previous, ensuring you only pay for the features you need to scale.