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Average Ratings 0 Ratings

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features
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support

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Description

Effortlessly oversee your investments, updates, taxes, capital calls, distributions, and financial statements from a single, integrated platform. Arch interfaces with the back office for each private investment, consolidating all communications and documents securely in one place. By automating various investment management tasks, Arch ensures your account remains current and organized. You can easily access your investment history and document repository, which includes updates, account statements, tax information, capital call notifications, and distribution records. All your investment communications are conveniently housed in one secure portal, eliminating the need to search for documents scattered across multiple websites and platforms. Additionally, the system allows for systematic updates across your accounts in the event of a move, change in ownership, or any required modifications, providing a comprehensive solution for managing your investments effectively. This way, you can focus more on strategic decisions and less on administrative tasks.

Description

InveLedger is a sophisticated investment intelligence platform tailored for professional investors, such as private-equity firms, venture-capital teams, family offices, and institutional investors. It aggregates a wealth of data, including portfolio details, profiles of companies and investors, historical investment data, current market activity, and signals for potential opportunities. The platform is designed to facilitate a variety of workflows, such as assessing portfolio exposure, delving into company insights, tracking market trends, organizing essential documents, and accessing analytics that reveal significant relationships and patterns. Highlighted features encompass portfolio oversight, comprehensive investment summaries, detailed reporting, and valuable strategic insights. Additionally, its marketing materials showcase intuitive dashboard views that cover portfolios, documents, team collaborations, and investor discovery tools, with access to the full platform granted through vendor outreach. InveLedger is positioned as an evolving resource aimed at integrating investment data while enhancing research capabilities and informed decision-making processes for its users. The continuous development of its features reflects a commitment to meeting the dynamic needs of the investment community.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$2,799/6 months
The Essential plan is $2,799 per six months. The Professional plan is $4,999 per six months. Enterprise pricing is custom.
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 No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Arch

Founded

2018

Country

United States

Website

arch.co

Vendor Details

Company Name

inveledger Global

Founded

2016

Country

United States

Website

www.inveledger.com

Product Features

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 

Product Features

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