Alternatives to CapLinked

You need more than just a way to exchange documents. You need capabilities such as AI-enhanced redaction. You need an integrated Q&A tool with advanced workflow features. You need a defensible source of truth. You need Datasite Diligence. Datasite provides the most trusted VDR in M&A. Over 14,000 projects are created annually on Datasite. Designed with industry-leading functionality and game-changing productivity tools, due diligence doesn’t get in the way with Datasite Diligence.

Ansarada brings order to organizational chaos to increase business value. Ansarada is a total deal lifecycle management platform that provides world-leading AI-powered Virtual Data Rooms and dealmaking tools. These tools include advanced AI insights and automation, next level Q&A and collaboration, plus purpose-built, digitized and customizable workflows and checklists for M&A, capital raising, business audits, tenders and other high stakes outcomes. Unlike some competitor Virtual Data Rooms, Ansarada offers free trials, 24/7 localized expert support, integrated Q&A via email, AI-assisted deal prediction, plus easy drag and drop upload and superior document security controls. Manage and maximize your Deals with Ansarada Always & Secure File Share. Ansarada is designed to drive stronger business outcomes based on best practices from over 35,000 transactions.

Midaxo helps corporate development teams manage the entire M&A process from deal sourcing to evaluation and post-merger integration. The Midaxo+ software solution enables frequent acquirers to standardize their approach, visualize deal progress, and create value faster. Product highlights include: - Pipeline Management: database of deals, pipeline visualization, tracking contacts, documents, and communications - Process Management: templatizing, standardizing, and tracking tasks throughout deal sourcing - Buy-Side Virtual Data Room: managing information requests/disclosure between buyer and seller in due diligence; making docs available to stakeholders in post-merger integration - Data Security: certified organization-wide for ISO 27001 information security standard Key features include: End-to-End M&A Platform Playbooks CRM Buy-Side VDR Kanban-Style Pipeline Midaxo Insights Deal Scoring Due Diligence Checklists Information Requests Deal Workspaces Dashboards Slides Task Management Progress Tracking Email Notifications Outlook Integration

We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements

Firmex data rooms allow for more deals, diligence, and compliance. Firmex has 15,000+ rooms that are opened each year. This allows thousands of businesses to manage sensitive projects and processes. Firmex's industry-leading customer service and robust data rooms give you complete control over your important documents. Firmex offers flexible pricing that is unmatched in the market, including unlimited data room subscriptions and per-use transaction pricing. SOC 2, GDPR, HIPAA compliant. SSO, API, and Redaction.

DealRoom is a lifecycle management platform for professionals involved in complex finance transactions like M&A. Our platform offers secure data storage, diligence management, and pipeline management. It also allows for overall project management. Our goal is to assist teams in creating a better M&A process. This allows for innovation, value-creation, and the original vision of the deal to be maintained and implemented. Why was DealRoom started? M&A is perhaps the most complex, information-dense and unpredictable process within the corporate sector. Transactions begin with the promise of innovation and value creation by combining the strengths and cultures of two unique entities. However, initial goals are often lost. As deals continue to grow in quantity and transaction size, DealRoom aims to create a more collaborative, people-driven and equitable M&A process that focuses on the original vision of innovation. Mission Statement. How does DealRoom differ from other providers? Unlike other providers, DealRoom has project management capabilities to improve a client’s overall process and eliminate common inefficiencies such as Excel trackers, one-off emails, and unsafe file sharing.

SecureDocs Virtual Data Room allows users to share and store confidential documents. It is affordable, secure, and simple. SecureDocs is trusted by businesses around the globe for M&A, licensing deals and strategic partnerships, as well as for ongoing secure document storage. SecureDocs, Inc., Santa Barbara, California, was founded by the same team that created well-known software products such as GoToMeeting, GoToMyPC, AppFolio, RightScale, and AppFolio.

Affinity provides the insight you need to grow your most important relationships and uncover untapped business opportunities. Its patented technology structures and analyzes billions upon billions of data points from your team's digital communications. Affinity helps teams manage their networks and increase deal flow by unlocking key decision-makers and autopopulating pipelines. Affinity also provides context to your contacts so that you can always see who has spoken to whom and why. Affinity is a tool that allows you to gain deeper insights into your network, and eliminate manual data entry in any industry that relies on building strong relationships.

Virtual vaults is the leading Data Room provider in the Benelux because it offers the most secure options possible, helps their customers 24/7 and offers all features and unlimited data storage within every package.

iDeals is a trusted and sophisticated virtual data room provider. Our exceptional results and experience have been tested by top investment bankers, lawyers, and top managers from enterprises all over the globe. We are the most flexible and result-oriented company on the market and listen to our customers to ensure they get the best possible solution for any transaction. Investment bankers, lawyers, and top managers from enterprises around the globe have tested iDeals' exceptional results and experience.

Never send another attachment. Securely share documents with real-time insight and control, no matter where you are. Secure document sharing platform that everyone can use. It's as simple as sharing a link to manage, share and track your important files. You can increase security, control file downloadings, and disable access at any time. Real-time intelligence will help you be prepared for your next meeting. Update a file even after hitting send. Everyone automatically has the most recent version. Outlook and Gmail plugins make it easy to upload documents and share links. Passcodes and email verification can protect your documents. You can track if any links have been forwarded or turn off access to get back control. Enjoy seamless, brand-specific viewing. View on any device. No file downloads. DocSend's mobile-first viewing experience is loved by investors and business partners. Sharing Powerpoint? Keynote Pdf? Gifs We've got you covered.

FirmRoom is a virtual data room that uses the cloud. FirmRoom is a cloud-based virtual data room that helps organizations manage due diligence and other information-dense processes. It offers secure document management and file sharing. You can collaborate seamlessly with features like drag and drop, bulk upload, and smart search. Other key features include data tracking and analytics, audit trails and customized notifications.

Atominvest offers next-generation technology solutions for Alternatives investment managers. Atominvest's integrated tech solutions are flexible enough to fit your business. They can help you source deals, raise funds, manage investor relationships, and monitor your portfolio. Our cutting-edge tech systems allow Alternatives fund managers manage their investments and investor base efficiently using one software solution. The software allows fund managers to streamline their investor journeys, including onboarding, fundraising, and client reporting, and it provides functionality and workflows.

Vault Rooms has been a leading provider of cloud-based virtual data rooms for more than 15 years. We have successfully facilitated thousands global M&A transactions for a variety clients, including accountants, lawyers, accountants, business brokers, banks, and private equity firms. Our virtual data rooms allow worldwide clients to securely collect, share, and track business-critical documents via the Vault Rooms platform. A Vault Room can help to accelerate complex, information-intensive business transactions and processes by providing a platform for uploading and organizing documents, managing user access and producing a variety of activity and audit reports. Vault Rooms is proud to have helped companies raise more than $1B in growth capital. This is due to its emphasis on security, ease-of-use, and customer service.

Protect your documents from unauthorized access and limit their use. You can be more efficient, faster, more automated, and more agile. Protect customer data from wrongful disclosure and ensure secure access to business applications. Trade secrets and intellectual property can be protected. Reduce the security gap between perimeter security and user collaboration. You can monitor and protect your business-critical documents such as intellectual property or product design from anywhere it travels. This includes apps, cloud services, on-premises, and devices. SkyDRM uses dynamic authorization technology and digital rights management to protect files and allow secure sharing. The document's protection remains with it, no matter where it is stored or with whom it is shared: within or outside your network, on file server or in the cloud. You can determine whether your file is accessible, viewed, edited or printed.

An easy-to-use, robust content security and enterprise digital rights management system. Get started today with our cloud-hosted subscription or contact our team to find out how you can implement it in your business as part your overall content strategy and workflow process. Vitrium Enterprise Content Security Software protects all your video, image, and document content files for secure and controlled distribution. You can enjoy the highest level of encryption while still providing seamless access to your customers. Get amazing insight with detailed analytics reports. Clients, students, and employees don't need any plug-ins or apps to view the secured content. They can access it from any device at any time.

Any private equity firm can improve their GP-LP relationships as well as enhance the investor experience through simple, transparent and efficient processes. ShareSecure, the most trusted engagement platform for investor relations, is a seamless solution to these opportunities. This virtual data room allows GPs and LPs access to each other in a secure environment. Post data and investment material, share multimedia files like recorded webinars and video presentations to raise funds. Digital signatures can help accelerate investor engagements. You can also manage all important documents from draft to final, which ensures compliance and accuracy for investors. ShareSecure, a modern virtual data room, makes it easy to create, track, audit, and audit the materials that you want to share with your investors for a high-touch LP Portal experience. It is a powerful tool for investors to find the information they need, when and where they need it.

AngelList provides tools for investors, startups, and fund managers to help accelerate innovation. AngelList allows you to manage everything in one place: your company's cap, fundraising, employee offer letters and more. AngelList will take care of the rest. Eliminate the hassle of fundraising. AngelList Raise handles accreditation and signatures for SAFE and equity rounds. With a single entry to the cap table, raise capital efficiently. Roll Up Vehicles™ gives founders a single link that allows investors commit and send funds online. AngelList handles the rest. Browse Rolling Funds to find what suits you best. Subscribe quarterly to invest with top VCs and adjust your investment size as you reach your goals. With a single check, you can invest in hundreds of high-quality funds and deals, managed by top industry investors. To diversify your portfolio, invest in the AngelList Access Fund.

FundFormer assists alternative asset managers and investors to process their fund documents quicker. Our investor onboarding portal was specifically designed for investors in hedge funds, venture capital, and private equity. Convert subscription documents to webforms that are integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms that use conditional logic. FundFormer can coordinate all deal parties during the fundraising process, including investors’ financial advisors and legal counsel. Data exports can be created for fund administration or investor onboarding. A FundFormer professional can assist you at any stage of your fund's lifecycle, from fund launch to investor closure to post-closing secondary transactions.

Sterling Technology is Europe's #1 provider of virtual data rooms (VDRs) for secure sharing, business process automation, and collaboration for M&A, corporate developments, capital markets and private capital. Sterling has been supporting capital and M&A markets since over 30 years. Since opening our first VDR in 2010, we have helped over 1,000 deals across more than 90 industries. Sterling has seven offices in seven European financial centres. This allows corporates, legal and financial advisors, and private equity firms to trust us to provide exceptional service on their most important transactions.

Your venture capital or private equity fund will have the tools they need to account for, administer, and report to investors. Fundwave's Fund Administration Software makes it easy to organize, allocate, and report. Plans that can be used by micro VCs, large funds, impact funds, SPV structures, and other types of investors. JCurve is a flexible workspace that can be used by investment teams and angel investors. It also works well for private equity fund houses and large venture capital firms. Your investors will love your custom branding, interactive dashboards and self-service options. Fundwave's investor portal allows you to share capital notices and reports seamlessly with your limited partners. There's a plan for everyone, from your first close to investors who span funds. Dealflow was designed to help you manage your deal flow and keep your eyes on the right investment opportunity.

4Degrees offers intelligent tools for deal and relationship management to help your team make the most of their professional networks. Our platform combines the ability to search your network intuitively and easily with automated data entry and intelligent alarms to ensure that you never miss a chance to make a deal or build a relationship. 4Degrees can help you unleash the power of your network! Our CRM software is used in the following common scenarios: Venture Capital Private Equity - Mergers & acquisitions (M&A). - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow and due diligence

PreIPO®, a global fintech brand, is innovative. This disruptive platform for private equity is designed to maximize distribution, maximize liquidity, and democratize capital formation for investors, intermediaries, issuers, and issuers. PreIPO is a hub that allows Investors (accredited buyers & qualified purchasers, both on-shore & off-shore/family office), to view and seamlessly transact in preIPO deals. We work with financial service industry professionals, such as investment bankers and broker-dealers, private capital, hedge funds, venture capital, and private equity to list their offerings. PreIPO platform provides cutting-edge technology, proprietary tools and insights that optimize distribution, maximize liquidity, and democratize capital formation for investors, intermediaries and issuers.

Software for Private Equity and Venture Capital. Software that seamlessly manages your deal flow and tracks portfolio performance. Your tech stack is likely to contain important insights, metrics, or data. Kushim connects entire investment teams together, so you can spend less time trying solve the puzzle and more time exploring the next big thing. Kushim creates tools that are tailored for investors. User-friendly designs make it easier to track deals and watch your companies grow. We have you covered, whether you're a VC or family office investor, or Angel investor. We have worked with top-notch investors from all backgrounds to ensure your needs are met. Kushim offers Kushim Portal, Kushim Management, Kushim Dealflow, and Kushim Management.

Why create proprietary systems when Microsoft's next-generation ERP includes core best-of-breed financial accounting, banking and security frameworks? Elysys uses the power and scalability that Microsoft Dynamics 365 Business Central platform offers. We provide a sustainable advantage, especially for highly specialized treasury management apps.

Portfolio monitoring solution with custom dashboard and analytics. Custom dashboards and centralized deal pipeline. Advanced Business intelligence tools integrate with fund administration and LP management. DAVIGOLD, a Fintech start-up, invests heavily in R&D (45%), and develops the most innovative Private Equity software. DAVIGOLD is the biggest challenger in the development of "all-in" Private Equity software. This has been proven by its unique and innovative PE solutions that have been adopted by more top-tier Private Equity houses.

TransCEND virtual room (VDR), helps Fortune 100 companies, top financial institutions and top law firms worldwide achieve their compliance, security, privacy and compliance goals. TransCEND is a global data room platform that offers a full range of services, from basic corporate repositories through to global financial transactions. TransCEND is the perfect solution for you, whether you need to store company data, engage in debt and equity financings or mergers and acquisitions, or exchange translation content.

Enterprises of all sizes benefit from robust collaboration technology Knovos Rooms is an information management system that is highly secure. It allows users to share, edit and track progress on documents related to projects, due diligence, mergers and acquisitions, contract negotiations, due diligence, due diligence, due diligence, due diligence, due diligence, due diligence, contract negotiations, mergers, and other important business activities.

Document Vault is the best choice if you're looking for a secure virtual room for your M&A transaction, or a system to manage confidential data in large collaborative projects. Mergers and Acquisitions is used to conduct due diligence on an M&A transaction. It provides a secure environment where members of the Seller organization can share information about a company or asset that is being sold to one or more Buyers. The data can be accessed only by authorized personnel. Corporate Information System - Secure access to company-wide information 24/7. This system is ideal for companies with many remote workers and home workers. Document Vault Systems specializes in secure virtual data rooms solutions. Our clients include law firms as well as investment brokers, insurance companies and property companies.

Our solutions make it easier for law firms and businesses to save money and be more efficient. These three interrelated, yet distinct solutions allow business and legal professionals to manage data requirements, from legal discovery to merger and acquisition support. Securely store and share sensitive information, including mergers and acquisitions, from sensitive legal transactions to legal discovery. Secure repository allows you to have complete control over your organizational documents. It can be used to store, manage, and disseminate data according to business needs. A full-featured eDiscovery repository provides complete legal review capabilities and supports the collection, analysis, review, and review of electronically stored data (ESI) for specific matters or groups.

Our award-winning, feature-rich virtual room for financial compliance software is constantly optimized for security, productivity, and usability to accelerate your deal process. Venue secure VDR and data rooms services can help improve M&A diligence, streamline negotiations, and reduce costs for strategic transactions. They offer data privacy protection, auto redaction capabilities, and self-launching data areas. Our VDR platform is easy to set up and uses machine learning and AI technology to speed up deal closing. Our VDRs are continuously optimized for security, productivity, and usability. They are also supported by regional experts. Your data room provider should be an extension of your deal team. You have control and transparency over your costs. You can quickly launch one or more deals using our virtual deal room. Bulk uploads are possible and you will receive clear pricing. Virtual data room innovation offers many benefits.

Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.

FirmsData provides a virtual dataroom for sharing sensitive business information. It allows secure document sharing in due diligence, mergers, acquisitions, licensing agreements, strategic partnerships and audits. We are ISO 27001-certified, the most widely recognized standard in the world for information security management. We also follow government guidelines and ensure compliance with SOC 1&2, HIPAA & GDR. We also deliver the best data localization and security to our customers by being hosted on the state-of-the art AWS Virtual Private Cloud with servers in India. Here's how to enable easy, streamlined and secure file sharing. - Advanced reporting dashboard featuring real-time tracking of activity - Ability to limit views, shares, printings & downloads in seconds - Customized watermarks to prevent asset theft - A complete audit trail of our system to protect our clients from future litigation challenges

Deal Room Data is a virtual service that provides data room services for M&A professionals and brokers. We offer a multi-level service that is available to both the small and large firms. Deal Room Data allows you to create and manage deal folders, documents, users, and assign different levels of access. You can make deals happen in today’s complex business environment by providing 24/7 access to information to a wide range of prospects and partners. Our virtual data rooms are crucial in sharing, protecting and tracking access to documents in various mission-critical business transactions. DRD was designed with simplicity and value in mind. This powerful tool is very affordable. You can instantly populate your deal space by uploading multiple documents directly from your desktop.

RJ data rooms are an online secure space to share your documents. You can easily and quickly share digital documentation with your business partners, employees, or associates. Virtual data room allows users to manage their uploaded and shared documents online. It also offers various options for their maintenance and distribution to their final viewers. RJ data rooms are designed for accelerating and streamlining the negotiation of your transactions and projects. They also provide high data security through tightly controlled access permissions. Access to the electronic data room can be accessed 24/7, 24 hours a day. There are no restrictions on the number of access permissions granted to clients, the time spent reviewing shared data, or the size of the downloaded data.

A streamlined solution makes it easy to solve any data sharing problem. The Prism Virtual Data Room simplifies data sharing and document management. Prism provides all users with a high level of performance and security. It was designed to meet the needs of sophisticated financial institutions in venture capital and private equity. Prism makes it easier to share sensitive information securely, manage due-diligence processes, set up deal rooms to facilitate M&A transactions and raise capital. It also allows you to report to investors, manage board communications, and more. Prism was designed for private markets. It is fully integrated with iLEVEL (our leading private portfolio monitoring software), for data access and user permissions. Prism makes it easier to securely share sensitive information with investors and limited partners, as well as other stakeholders, for fund reporting or fundraising needs.

Artificial Intelligence (AI), has evolved from science fiction to business reality. It will be paired with virtual data rooms to revolutionize deal-making and due diligence. Admincontrol has partnered with Luminance, a leader in artificial intelligence platforms for lawyers, to bring you a solution that delivers a significant improvement in efficiency and productivity. Our folder wizard is a dynamic, user-friendly tool that allows you to create your first folder structure in the data area. You can use one of our templates or start from scratch. Typically, a transaction involves many discussions and clarifications. Communication between advisors and team members is often done via email or other insecure channels. Secure Messaging offers a secure, encrypted alternative. Due diligence and other processes can often take a lot of time and require a lot of preparation.

A virtual data room, or VDR, is an essential tool to facilitate due diligence and other business transactions in which it is important to share documents in a controlled way. You can easily keep control of sensitive documents even if they are not under your IT department's control. ShareVault gives you visibility and control over everything, from remote shredding to user analysis. This allows you to focus on the deal, and not the data room. ShareVault Enterprise and ShareVault Pro have powerful Information Rights Management (IRM), which allows you to keep control over documents that are shared with third parties. Protected documents are AES256 bit encrypted and can only open by current rights holders. Documents can also be remotely "shredded". This means that a user can revoke their permission to open a document retroactively, even if they have already downloaded it.

Cascade Suite is the right choice for fund administrators looking for greater control and precision across funds using scalable private equity software. Asset managers are also looking for a cost-effective reporting solution to deal-by-deal waterfall calculations. Investors and regulators will enjoy greater transparency and control. Automated complex allocations, calculations and calculations. Reduced operating expenses. These are just some of the many benefits that Cascade Suite offers. This powerful, flexible proprietary private equity software offers a scalable and efficient solution to your alternative investment infrastructure. Supports private equity, venture capital, mutual funds, hedge funds, mutual fund, and managed accounts.

Google Drive and Dropbox document tracking. Integrate with your existing marketing and sales tools such as Mailchimp, HubSpot, and Salesforce by easily importing contacts or exporting engagement metrics. You can keep track of who downloaded or previews your work so that you are better prepared to follow up. Make sure everything looks professional by adding your branding to the documents that you share. Share more than just your documents. Visual previews of the right content in the correct order will help clients navigate your work.

Connect directly to your custodian banks and asset managers, private equity fund managers, benchmarks, ESG or credit rating providers. You can get security level reports and enriched issuers information, and you can also gather your liquid assets and illiquid assets together in one place. You can easily incorporate all data sources from your partners into your account, regardless of their format or IT maturity. You can enrich your portfolio data with tens or thousands of funds, ETFs and indices as well as securities, derivatives, market signals, and other market signals. To make informed and fact-based investment decisions, link your account with your research partners. A team of experienced professionals from the financial sector will provide a tailored service that will help you turn your goals into actionable dashboards or tools. Asset consolidation & data aggregation. Data collection, preparation, integration.

Eze Investor Accounting makes it easy to manage all aspects of back-office fund accounting without relying on spreadsheets. Eze's specialized fund accounting program, Eze Investor Accounting (formerly Penny), is a reliable software that manages hedge fund back offices, fund managers, private equity shops, and other wealth management needs. Eze Investor Accounting makes it simple to calculate complex management and performance fees, manage tax processing, and create investor statements and monthly reports.

Smart experiences, workflows, and content designed for scale distribution and to simplify investor services functions of global asset manager, private equity firms and real estate groups, hedge fund, credit and funds of funds. A CRM that is specifically tailored for your world allows you to manage your contacts, prospects, commitments, and deals. Private placements with brand-named, institutionally wrapped communications. The perfect portal to get your business started at a great price. Ideal for firms without a portal and needing something that can be quickly set up and used by investors. All the tools and workflows needed to communicate and report. It elevates the Essentials Portal to a higher level by adding CRM and performance dashboards. It is ideal for firms that want to move away from Excel or other inefficient tools in order to manage investor and contact relationships and improve their reporting and management.

Moonfare has brought together more than 1,800 investors to invest EUR1B in private capital. Invest in top-tier funds from some the most renowned firms around the globe. All starting at EUR50,000. Take advantage of what institutional investors already know: Private markets are where the greatest shareholder value is found. Funds like Moonfare have an average IRR 19% and outperform the S&P 500 by 13%. Private equity is a smart option in today's volatile market environment, negative interest rates and difficult-to-source real estate deals. Moonfare removes the barriers by offering low minimums, a digital process and a unique secondary marketplace. Moonfare allows you to invest individually or by choosing from one of our Moonfare Portfolio products. We also auction existing fund investments via the Moonfare Secondary Market twice a year.

Xpedition Microsoft Dynamics 365 private equity CRM Accelerator is designed to improve productivity, integrate with existing data, and create a comprehensive, single source of truth. This actionable insight can be seamlessly integrated with Microsoft and 3rd-party applications, making it intuitive. Launching a Private Equity project CRM is one thing. It is one thing to launch a Private Equity CRM project. We know your challenges, and with a number of industry-specific projects behind us, we are leaders in creating and delivering tailored CRM systems designed to meet your specific requirements.

First Rate, a leader in financial technology and services for the wealth management industry, recently purchased Vantage Software to expand its market and global impact. First Rate Vantage provides private equity, venture capital and real estate advisors a single source of truth for managing a fund's life cycle and reporting on private investments. This includes deal flow management, partnership accounting and investor reporting. Click the box below to find out how Vantage can assist you!

Automate mission-critical business processes The complete solution for fund managers and fund administrators looking to provide investor service. ManTra is the preferred choice for managers and administrators of onshore and offshore hedge funds, partnerships and private equity vehicles, real property and retail funds. NTAS: Fund administrators and managers can benefit from advanced investor services. You have access to enhanced operational efficiency, client service and transparency, as well as security and confidentiality. PENTAS: Automated end-to-end investor lifecycle automation, for both traditional and hybrid private equity funds. Automate and streamline all aspects the limited partner investment process to offer unparalleled processing efficiency, control, transparency, and investor service. KURE: A comprehensive regulatory solution that automates and streamlines your AML compliance.

Integrated front-office solutions for family offices, private equity, real estate, secondaries and fundless sponsors. Built within the Salesforce platform to support the workflows of alternative asset mangers; adaptable to meet firm-specific requirements. Every situation and fund is unique. Caltina begins with a custom Salesforce.com configuration or installs to an existing instance. Then, she molds the solution to meet your fund's requirements. We will need to collect as much data as possible or as many spreadsheets as you have, and then import it into the platform. This will allow you to focus on what is important. Track your potential deals, tailored to your firm's asset class, niche, or process. Systematize the way your firm deals with deal sources to find the best bankers and lenders. Track sell-side as well as financing activity.

Venture Capital and Private Equity investors can harness the power of alternative data to source, track, and do due diligence. Alternative data can provide rich signals about the universe of private businesses, solving the problem with limited financial or traditional data. To unlock investment insights, it is best to create a holistic view by consolidating different datasets to analyze companies' performance. Credit card data, bank transaction data, and retention cohorts. User reviews, Net Promoter Scores, product ratings. Mobile and web activity across devices and domains. With detailed query-based searches, you can find companies that are relevant to your needs. Multi-metric analysis provides performance indicators on companies. Use our AI-suggested peer comparators, or create your own peer groups for the companies that you are interested in tracking.

Calculating accurate distributions to your equity investors is an essential activity for your private equity firm. However, complex waterfalls in fragile Excel spreadsheets take time away from more valuable work. As you make acquisitions and grow your company, the complexity of calculating distributions across multiple projects will continue to burden your team. Your investor's expectations regarding how they receive and interpret information related to their investments are changing. They expect transparency and availability, in addition to the trust relationship you already have. Modern wealth management and investment accounts use sophisticated web and mobile investor portals. The same expectation applies to commercial real estate investments. An investor dashboard is necessary to link your investors' information with distributions and investment information in order to meet this expectation.