Sharesight is an investment portfolio tracker for tracking stocks, dividends, ETFs & more used by over 350,000 investors from around the world. Sharesight syncs with brokers to automatically track dividends, trades, stock splits... Learn more
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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
WOWS is a fundraising platform that helps companies with investor matching and equity management. The solution offers features such as portfolio management, due diligence, network visibility, deal flows, and more. Learn more
Foundersuite is a cloud-based solution designed to help investment bankers, startups, entrepreneurs, incubators and growth companies manage processes for the entire fundraising lifecycle. Key features include team assignments,... Learn more
StockMarketEye lets you easily track all of your investments in one place. Get the big picture on your net worth or zoom in to individual investments to see how your choices have performed. You can get started quickly by... Learn more
AppFolio Investment Manager is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations. In other words, we are... A modernized portal that helps you stay ahead... 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
MRI Software provides several real estate applications to help real estate owners, investors, and occupiers manage accounting, investment modeling, property, and analytics operations. It includes Platform X, which allows... 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
Investor Management Services is a cloud-based platform, which assists real estate investment firms with customer relationship and document management. Key features include distribution workflow, investor dashboard, request... Learn more
Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships, from... Learn more
HiddenLevers is a stock portfolio and financial risk management software that helps organizations generate stress test portfolios, monitor assets, analyze mutual funds, and more from within a unified platform. With the advisory... 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
Social Security Timing is a cloud-based tool designed to help financial advisors analyze and select suitable social security strategies for their clients according to requirements. In order to use Social Security Timing,... 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
Using Seeking Alpha, businesses can link their portfolio to get customized stock screeners, alerts and updates. Professionals can view stock prices, charts, news and more from within a unified platform. 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
•Transmit information seamlessly between existing data sources. •Your choice of broker and payroll providers •Access to insightsoftware’s expert support team of CEPs and CPAs to help users through complex equity challenges and... 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
SourceScrub is an investment management software designed to help businesses analyze key metrics including the number of employees, leadership team members and website traffic to connect with privately held companies. The... 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
WealthBlock's capital raising and investor management solution supports private fund managers across venture capital, private equity, and real estate investment firms. The white-label technology centralizes the tools private... Learn more
SyndicationPro helps real estate sponsors raise capital faster and spend less time doing it. The platform enables sponsors to manage assets seamlessly on a centralized portal. SyndicationPro provides a powerful and easy-to-use... Learn more
AlternativeSoft is a financial risk management software designed to help allocators, consultants, fund managers, and third-party fund marketers create portfolios and manage asset selection processes. Administrators can import... 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
FIRST RATE VANTAGE is a comprehensive investor portal, portfolio, and partnership accounting solution for alternative investment firms. Strengths are in meeting the investment accounting and reporting needs of private equity,... Learn more
EquityEffect is a cloud-based equity management solution, which helps law firms, investors and financial institutions of all sizes monitor, manage and organize shares using cap tables and what-if analysis. It comes with a stock... 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
Human Interest is a financial human resources solution that manages employee 401(k) accounts, investment opportunities, employee records and profiles, contribution rates, and more. The system's investment management functionality... 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
Active Trader Pro is a cloud-based and on-premise trading solution, which helps investors monitor and gain real-time insights about investments, discover trading opportunities and identify potential risks or rewards through... Learn more
Yardi Investment Manager is a complete platform for managing relations with current and prospective investors, tracking capital transactions and insights into investment metrics. A branded investor portal provides timely access... 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
Cash Flow Portal is the only real-estate syndication software that offers a commitment-free trial to everyone for 14 days that can be extended to 30 days upon request. It combines ease of use, intuitive UI of a user-centric SaaS... 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
Valutico helps users generate business valuations by powering a forecasting, peers selection, and comparable transactions analysis process on a SaaS platform delivering expert-grade results. Learn more
