Evolvly

About Evolvly

Evolvly represents a paradigm shift in operational technology for the sophisticated real estate syndicator. Conceived and crafted by active multifamily syndicators, it is the definitive answer to the fragmented, time-consuming reality of duct-taping disparate tools together. The platform recognizes that the core challenge for operators is not a deficit of real estate acumen, but the systemic burden of attracting investors, nurturing relationships, and managing complex deal flow. Evolvly elegantly removes this friction by delivering a complete, done-for-you ecosystem meticulously built for the unique demands of multifamily and commercial real estate syndication. From a seamlessly integrated, investor-ready website and pre-built marketing funnels to branded nurture campaigns and a digital business card, every component is designed for immediate impact. It provides the foundational infrastructure to scale with grace, allowing syndicators to redirect their focus from technological setup to strategic growth, ultimately converting more conversations into committed capital with unparalleled efficiency.

Features of Evolvly

Syndicator-Centric CRM & Deal Hub

This is the intelligent core of Evolvly, a unified command center built exclusively for syndication workflows. It consolidates investor relationship management, detailed deal tracking, and pipeline oversight into a single, coherent interface. Move beyond generic contact lists to a system that understands the lifecycle of an investor, from initial curiosity to active capital partner, while providing crystal-clear visibility into every stage of your deal flow, ensuring no opportunity is ever lost in the shuffle.

Automated Investor Nurturing & Communication

Evolvly transforms sporadic outreach into a consistent, branded dialogue. The platform comes pre-loaded with sophisticated email and SMS automation sequences for investor education, updates, and follow-ups. This includes integrated two-way SMS for real-time conversations and a unified communication hub that manages interactions across phone, email, and social media, ensuring your syndicate remains top-of-mind with minimal manual effort.

Integrated Marketing & Conversion Engine

Eliminate the complexity of connecting third-party marketing tools. Evolvly provides a fully integrated system with a professional website, lead-capture funnels, and scheduling calendars that work in concert. This engine is designed to attract potential investors, capture their interest seamlessly, and facilitate effortless appointment booking, creating a smooth journey from first impression to first meeting.

Digital Business Card & Lead Capture

Replace outdated paper cards and disparate apps with Evolvly's elegant digital business card. This feature allows you to instantly share your contact information and syndicate details at events or meetings, while automatically capturing new leads directly into your CRM. It initiates automated, personalized follow-up sequences, ensuring that a warm connection never goes cold due to administrative delay.

Use Cases of Evolvly

Launching and Scaling a New Syndication Business

For emerging syndicators, Evolvly provides an immediate professional foundation. Instead of spending months and significant capital piecing together a website, CRM, and marketing tools, you can launch with a complete, investor-credible system from day one. This allows you to focus on sourcing deals and building relationships, accelerating your path to closing your first fundraise.

Systematizing Investor Relations and Reporting

Established operators drowning in spreadsheets and manual update emails use Evolvly to institutionalize their investor communications. The platform automates distribution of newsletters and performance updates, while its CRM centralizes all investor data and interactions. This creates a scalable, professional, and transparent communication framework that builds trust and saves countless administrative hours.

Managing Complex Multi-Deal Pipelines

Syndicators actively evaluating multiple potential acquisitions simultaneously leverage Evolvly's deal-tracking hub to maintain clarity and momentum. Track each deal's stage, associated documents, and communications with capital partners and brokers in a dedicated workspace. This ensures disciplined follow-up, prevents details from slipping, and provides a clear overview of pipeline health.

Streamlining Capital Raising and Investor Onboarding

During an active capital raise, Evolvly's integrated systems become indispensable. From the initial meeting booked via your personalized calendar to the automated nurture sequences educating prospects, and finally to the streamlined onboarding process for new investors, the platform creates a seamless, efficient experience that converts interest into committed capital more effectively.

Frequently Asked Questions

Is Evolvly suitable for a solo syndicator or only for larger teams?

Evolvly is meticulously designed to scale with your business. Solo operators and small teams benefit immensely from the Starter and Plus plans, which automate foundational tasks like lead capture and follow-up, providing the leverage of a full-time assistant. The platform's structure, including unlimited contacts and users on higher tiers, seamlessly accommodates growth into a larger team without the need for a disruptive platform migration.

How does the integrated website and marketing system work?

Your Evolvly subscription includes a professional, fully hosted website tailored for syndicators, which is pre-integrated with the platform's CRM and marketing tools. It features lead capture forms, landing pages, and scheduling functionality that feed directly into your deal and contact management system. This eliminates the technical hassle of connecting separate website builders, hosting providers, and marketing automation software.

Can I import my existing investor contacts and deal data?

Yes, Evolvly is built to integrate your existing operational history. The platform provides straightforward processes for importing contact lists from spreadsheets or other CRM systems, as well as for documenting current deals and pipeline opportunities. This ensures you can transition to Evolvly's powerful environment without losing valuable historical data or momentum.

What kind of support and onboarding does Evolvly provide?

Evolvly is committed to ensuring a seamless and successful implementation. Upon signing up, you are guided through a structured onboarding process to configure your system effectively. Support is accessible to help you maximize the platform's value, with more responsive, premium support tiers available in the Pro plan for high-touch operations requiring immediate assistance.

Pricing of Evolvly

Evolvly offers tiered plans to suit the needs of syndicators at every stage of growth, with incentives for annual commitments. The Website Only plan ($49/month) provides a professional online presence with lead capture. The Starter plan ($97/month) adds a foundational CRM for 1000 contacts and basic automations. The recommended Plus plan ($197/month) includes unlimited contacts and users, advanced automation, reporting, and an AI social media planner. The comprehensive Pro plan ($297/month) encompasses all Plus features plus tools for courses/communities, invoicing/payments, and additional team accounts. Choosing a yearly subscription provides a significant value, granting two months of service free.