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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Oversee your entire deal pipeline, including the management of incoming emails from entrepreneurs. Effortlessly invite your limited partners to co-invest with you through the Co-invest feature. Assess and track the performance of your portfolio firms. Leverage Yardsitck to cultivate top-tier insights that enhance your investment choices. With this wealth of information readily accessible, you'll be able to remain proactive and equipped for making knowledgeable decisions. Receive consistent, timely reports from your portfolio companies to keep you informed. Utilize these insights to guide your choices and maintain active communication with founders through a streamlined feedback system. Effectively manage your fund's operations while facilitating the onboarding of new investors. Additionally, create, organize, and oversee essential documents such as NAV reports, tax filings, and audited financial statements, ensuring you have everything you need for comprehensive fund management. By employing these tools, you can enhance your investment strategies and build lasting relationships within the industry.

Description

Pepper empowers asset and portfolio managers by providing data that enhances ROI while ensuring adherence to regulations and security protocols. As a leading cloud-native investment data platform, Pepper incorporates robust CRM and analytics features, streamlining the management of your investments. Developed by experienced professionals in collaboration with alternative asset managers, Pepper emphasizes the importance of integrity and transparency within the investment management sector. By leveraging deal data, Pepper facilitates agile and profitable deal-making, improves portfolio investments, and simplifies the complexities of investing. Our platform has consistently demonstrated the ability to boost ROI while minimizing risk. Additionally, Pepper equips alternative asset managers with valuable insights regarding investor interests in their investments, portfolios, and returns. Through our integrated data platform, we aim to enhance your investor storytelling capabilities significantly. Furthermore, our comprehensive data management solution offers a streamlined approach to navigating intricate compliance requirements, making it an indispensable tool for modern investment management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

8vdx

Founded

2021

Country

United States

Website

8vdx.com

Vendor Details

Company Name

Pepper

Country

United States

Website

onpepper.com

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Alternatives

Alternatives

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