Mint is a personal finance management tool that helps users track their spending, save money and make more informed financial decisions. Mint pulls all your financial accounts into one place, so you can finally get a clear... Learn more

Stessa is the #1 real estate app for landlords, based on App Store downloads and ratings. We’ve been helping rental property owners and operators eliminate the busywork and maximize returns since 2016. Free yourself from the... Learn more

SeedLegals is an online platform for founders and investors. It helps create free page to share a deck, company info and fundraising details with investors in one URL. SeedLegals members can see who's viewed their page, and store... Learn more

Macabacus is an enterprise-grade, productivity tool for Excel modeling and pitch deck creation. The software helps finance and banking professionals perform data analysis and create presentations. The platform enables managers to... Learn more

Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, holdings and more. It provides enterprises with a fund administrative module, which enables venture... Learn more

Vestd is a legal document management software that helps businesses manage equity or start a share scheme. The platform enables managers to divide shares with a cofounder and gain real-time insights into the portfolio using a... Learn more

Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. The platform provides various solutions to manage... Learn more

Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate... Learn more

DealCheck offers an all-in-one solution to help you analyze a wide range of real estate investments. Businesses can use DealCheck to quickly analyze rental properties, flips, rehab projects, BRRRR's, wholesale deals, and... Learn more

Tyke Invest is a SaaS platform for investors and startup founders. You can easily track your funds, investments, KPIs and more. You can raise your funding request, create a deal flow and invite your loyal customers and the... Learn more

Ledgy is an equity management software solution for growing companies. It engages employees and investors to align them with the common goal of achieving growth. Key features include employee participation plan templates and... Learn more

Mosaic is a Strategic Finance Platform for agile planning, real-time reporting and deep analysis. With Mosaic, you can easily consolidate data from ERP, CRM, HRIS, and Billing systems to provide a single source of truth across... Learn more

Dynamo is a cloud-based solution that helps institutional investors and alternative asset managers maintain investor relationships through compliance document submissions, interested party mapping, account statements and more.... Learn more

DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to... Learn more

Dealpath is a cloud-based deal management platform. It is designed for corporate development, venture capital, and private equity professionals. Dealpath offers key features for managing the deal lifecycle in one place. It... Learn more

Rundit is a customizable tool that helps venture capital firms to streamline operations related to investment data analytics and insights. Rundit aggregates data from portfolio and investment levels and enables fund managers to... Learn more

Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes manage portfolios, interactions, deals, fundraising and compliance. Based on the Salesforce platform,... Learn more

Orchestra is the leading platform to manage distributed equity in one place. Helping businesses get out of manual spreadsheets, Orchestra has the tools to easily manage a trusted source of truth across share registries, cap... Learn more

Agora is a comprehensive, user-friendly real estate investment management platform designed specifically for general partners, syndicators, owners/operators, and investment firms. We enable our customers to do what they do... Learn more

Commercial real estate (CRE) investment firms grow AUM with Covercy Banking Core and the Covercy investor management platform. Covercy is the first management platform with integrated financial services for CRE investments. CRE... Learn more

Stock&Buy is an inventory management solution, which enables businesses to streamline processes related to bundling, freight tracking, back orders, manufacturing, demand forecasting and more. Key features of Stock&Buy include... Learn more

Capboard is an equity and investor management tool that can be adapted to all countries and currencies. It can be used to digitize capitalization tables, projections, equity plans, and more. Capboard can increase equity visibility... Learn more

FundCount is an integrated accounting and investment management solution that helps small to large businesses track, analyze and report investments across portfolios. It allows users to manage all operations related to partnership... Learn more

MadeMarket is the customer relationship and deal management platform purpose-built for investment bankers and capital markets professionals. Compared to a general-purpose CRM, MadeMarket’s intuitively structured platform helps... Learn more

HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers. Our cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve... Learn more

InvestNext helps businesses track their investment portfolios, plan and execute their goals, and manage their finances efficiently. The software can be integrated with most accounting and CRM systems, including QuickBooks,... Learn more

Lendstream is a cloud-based loan origination and servicing software for small to medium lending, crowdfunding and loan brokerage companies with API-integrated borrower on-boarding, KYC check, e-signature and data exchange... Learn more