Alternatives to DD360

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.

KYC Portal is designed to streamline and automate the back-office of any due diligence processes. It allows you to manage all your regulatory and policy requirements within a system. Then it provides the operational capacity for automating and managing the entire process, from on-boarding relationship management to the ongoing aspects of KYC like automated risk-based questionnaires, reporting, document requests, and risk-based approach. KYCP connects with any third party provider/s you may choose on the market to provide a centralised, thorough workflow solution.

Over 1,000 organizations worldwide depend on Resolver’s security, risk and compliance software. From healthcare and hospitals to academic institutions, and critical infrastructure organizations including airports, utilities, manufacturers, hospitality, technology, financial services and retail. For security and risk leaders who are looking for a new way to manage incidents and risks, Resolver will help you move from incidents to insights.

Firmex data rooms facilitate more deals, due diligence, and compliance processes than any other platform. With over 20,000 new rooms opened each year, thousands of businesses rely on Firmex to manage highly sensitive projects and processes. Our secure and robust data rooms, combined with industry-leading customer support, give you complete control over your critical documents. Firmex offers flexible pricing, including unlimited data room subscriptions and per-use transaction pricing. Compliant with SOC 2, GDPR, and HIPAA, Firmex also supports SSO, API integrations, and Redaction features.

GRC solution for technology-focused SMBs and Enterprise Information Security Teams. StandardFusion eliminates the need for spreadsheets by using one system of record. You can identify, assess, treat and track risks with confidence. Audit-based activities can be made a standard process. Audits can be conducted with confidence and easy access to evidence. Manage compliance to multiple standards: ISO, SOC and NIST, HIPAA. GDPR, PCI–DSS, FedRAMP, HIPAA. All vendor and third party risk and security questionnaires can be managed in one place. StandardFusion, a Cloud-Based SaaS platform or on-premise GRC platform, is designed to make InfoSec compliance easy, accessible and scalable. Connect what you do with what your company needs.

The DiliTrust Governance Suite, which is available in SaaS mode and the latest generation of DiliTrust's offerings, is now available. It is a secure and integrated suite that automates the legal department's processes. It has a variety modules. The DiliTrust Governance Suite is a SaaS-based, Cloud platform. It offers a unique, dynamic interface that simplifies adoption. The DiliTrust Governance Suite is a ready-to-use, complete solution that combines simplicity with exceptional customer service. All data is accessible immediately and continuously updated for all users, according to pre-set confidentiality settings and access rights. These changes can be made by an in-house counsel to modify data or information about a company. This results in tangible productivity gains and full transparency.

Kollate-it is an all-in-one GRC and due diligence solution with over 400 features. It helps users to integrate their due diligence, compliance, risk management and audit activities and reporting into at lightning speed. Powered by AI designed workflows, automation and ingestion engines users can integrate, customize, automate their information and can select different product modules to meet their needs. Kollate-it gets rid of user frustration. The software helps all regulated companies document their processes for review across the business. The software solves a number of problems including: (1) data input dramatically reduces (2) work tasks speed up (3) Activities get tracked instantly (4) cost savings accelerate (5) human errors reduce (6) Information silos collapse (7) reporting is faster and 24/7 and (8) document retrieval is immediate. The software is agile, adaptable and allows a user to add their own compliance framework. The document management module helps the user to upload their documentation to match their obligations so they can stop switching between multiple applications or trying to locate documents to show how the business meets to its obligations. Customized automation can also be done.

Asset owners from pension plans, endowments foundations and insurance companies can now centralize their external manager data requirements across the investment office using a single digital platform. This includes manager research, operational due diligence. ESG, compliance, audit confirms, and event-driven requests. Whether you're an established manager or an emerging one, you can manage standard DDQs and investment databases on a single platform. To minimize errors and deliver excellence, collaborate across investor relations, RFP marketing, compliance, and product departments. Whether you're an OCIO or investment consultant, wealth platform, fund of funds, or a fund of funds, you can build a robust diligence framework that covers a large portfolio fund products and provide differentiated investment options to your clients at scale.

Dasseti offers software solutions for the due diligence and monitoring process of asset and funds managers. Dasseti provides a powerful and flexible set of features that automates and digitizes assessment of funds. These include: digitized due-diligence questionnaires engine; automatic flexible responses flagging, scoring and management engine; research management and reviews management; CRM, collaboration and workflows; external managers portals and analytics ..... Our goal is to assist investors and investment consultants in increasing efficiency of their due diligence and monitoring process through digitization. Dasseti solutions help investment consultants, sovereign funds, pension plans and foundations, endowments and family offices, wealth management firms, funds of funds, insurers, banks, and funds of funds select or monitor managers across asset classes.

All your sales and compliance processes can be managed from one platform. Strise is a technology company that uses AI to supercharge business-to-business processes. Our platform offers companies and teams a complete online-suite that can be used to increase growth and decrease risk. One platform allows you to manage due diligence, KYC, AML, and other processes. Automated audit reports can be generated to reduce time and improve quality. Automate prospecting and increase revenue with sales data enrichment. Our account-based opportunity profiling allows you to spend less time researching prospects and increase conversions for your sales numbers. Strise allows teams to track, tag and assign companies so they can stay connected and collaborate seamlessly. A new way to connect teams and processes that allows for a huge productivity boost through seamless process-to–process transferability.

Wokelo, an AI-powered platform, enhances the efficiency and accuracy of data analysis and intelligence collection, which is crucial for activities such as due diligence, sector research and portfolio monitoring. Wokelo's proprietary large-language model-based technology automates, streamlines, and triangulates data collection, curation and synthesis. It delivers client-ready outputs. Wokelo collaborates with leading corporates, private equity funds, consulting firms and investment banks to facilitate data-driven decisions. Wokelo's AI generates detailed, multi-page due diligence reports within minutes. The idea is to reduce M&A due-diligence gruntwork, leaving more time for human expertise and high-level analysis.

BNM360 is an AI-powered platform developed by CENTRL to automate and improve the risk monitoring and supervision of agent banks. It includes a comprehensive set of tools including Due Diligence Questionnaire automation with industry-standard template, a centralized database for agent and accounts management, configurable account operations workflows, and advanced invoice and reconciliation solutions. BNM360, by leveraging AI, increases efficiency and accuracy, ensuring a 95%+ rate of success in automatically answering questions. The platform offers 100% transparency, detailed audit trails, and collaboration features. This allows network managers to streamline their operations, maintain compliance, as well as make informed strategic decisions.

AI-driven transparent due diligence can accelerate your deal flow. Automating manual diligence tasks helps private equity firms and wealth management firms be more productive. Import data directly from your VDR or local computer. Upload your due diligence questionnaires. Clarum answers hundreds of questions within minutes. Answer questions by using your entire knowledge database, where each number or sentence has a link back to the source document. We use multiple checks to validate your response and ensure the data is reliable and trustworthy. Import data from VDRs and shared drives. Also, import data from emails and local files. Answer hundreds of questions on due diligence questionnaires within minutes, instead of weeks. Using the missing information, generate questions and RFIs. Search for information intelligently across all of your sources. Find a chart in a PDF or a table in a spreadsheet. Or a number that is critical from a presentation.

A platform that integrates, is effective and practical. It helps you make better decisions and manage key areas of your compliance program. Manage third parties throughout their entire lifecycle. This includes compliance risk assessments, screening, monitoring, auditing, reporting, and offboarding. Our platform was designed by former compliance officers. It was built with one purpose in mind: to serve the needs of compliance managers. Our technology offerings are suitable for small businesses to large Fortune 500 companies that deal with thousands of third parties on every continent. You can create customized workflows that are tailored to your company and third-party processes. A standard API model allows you to integrate with hundreds systems, including SAP, Oracle, SalesForce, and HRMS systems.

A complete overview of your company's product compliance, supply chain and management. All-in-one Environmental Compliance Platform that meets all your regulatory requirements. We help you manage and automate your due diligence obligations arising from Global RoHS, REACH, Conflict Minerals, EPR (Packaging/WEEE/Batteries), CLP, Prop65, ELV and much more. Rapid Implementation Our Implementation Managers will be familiar with your company's requirements. Our permanent Custommer Suport Permanent Project Manager will be there to help you along your journey. Responsive Participate at Customer Advisory Board Meetings and help shape our future products. You can also access a wealth additional resources such as Industry Updates, Events and On-Demand Webinars. White Papers and Case Studies are also available.

DealTrack is a sophisticated platform for deal management that uses a proprietary scoring algorithm to help you easily identify the deals worth digging into. You can complete multiple tasks in the due diligence process, including the collection of data and the generation of insights, using one software. This allows you to save over 2,300 man-hours per annum. DealTrack employs Machine Learning and Artificial Intelligence to combine >1,500,000 data points across 50 parameters and/or subparameters per company and assign them a score based on five scoring outcomes. You can either rely on the system's recommended algorithm or create your own by adjusting each scoring outcome's weightage. DealTrack provides you with a single source for truth that will empower you in your decision-making by combining the Deal Score with market benchmarks.

PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.

Mobilu's Virtual Data Room will elevate your data management. It offers advanced security and real-time tracking. Due diligence is also streamlined. Features include digital identities and permissions; data storage management; safe document management; digital signatures. Task automation, collaborate and audit, and reporting and analytics. You can enjoy 24/7 support, integrations and customized branding. Mobilu offers a comprehensive solution to make your data impenetrable.

Orbit Diligence allows you to create and customize your own questionnaires. You can either import your own or use our extensive library of industry standard questionnaires. You and your respondents can save time by allowing them the option to reuse answers from previous submissions. Get rid of misplaced emails and corrupted or incomplete spreadsheets. Do not let due diligence stop once contracts are signed or a deal is closed with the target company. Monitor your third-party networks for new vulnerabilities and manage due diligence responses and communication while managing project statuses, market-by-market summaries, and project statuses. Create question tags based on regulations, departments or risks. Then flag the answers for further review. Create tasks to keep track of issues and risks. Orbit Diligence allows you to track completion rates of live projects and communicate with your respondents.

DealCentre gives you the tools to navigate the entire M&A transaction lifecycle with confidence. DealCentre combines a carefully crafted set of solutions to create a fully integrated M&A technology platform that delivers value throughout the deal, from the initial prep phase through due diligence and finally to a successful close. Our goal is to help yours. Every deal, every day. Automated setup and file management make it easier to do your due diligence in M&A. This includes bulk uploads, document-based workflows, integrated Redaction, and Zoom integration. You can easily organize, speed up, and track the distribution of teasers and NDAs. This will help you save time and gain insight into buyer behavior. This AI-powered solution is specifically designed to support M&A buy side due diligence. It organizes data room documents, simplifies Q&A, and increases clarity in decision-making. Through post-merger integration, you can protect your deal value and maximize potential synergies.

Imagine if all aspects of third-party risk could be consolidated into one place. Third Party Tracker is a PwC Product that helps companies screen, manage, and identify potential partners. It also conducts due diligence and monitors the relationship throughout its lifecycle. To reduce reputational or financial risk, it is important to comply with regulatory requirements and meet stakeholder expectations. Continuous monitoring can be used to assist in meeting these requirements. Prior to entering into any mergers, acquisitions, or strategic partnerships, do your research and identify areas of risk. It is web-based and does not require any software or plug-ins. To provide historical audit trails, capture and save reviewer responses. Multi-language capabilities allow you to eliminate back and forth communication. Your teams will be able to see the whole enterprise and not just in their own silos. This will result in increased risk coverage and long-term cost efficiencies.

FORDATA Virtual Data Room stands as the foremost trusted Virtual Data Room provider across Europe. Beyond serving as a secure document sharing platform, FORDATA goes above and beyond. We offer top-tier security for online due diligence, audits, M&A transactions, and all dealmaking processes spanning various industries. With our extensive experience, having successfully executed over 1600 projects, we have earned recognition and endorsement from investment bankers, investment associates, and lawyers alike. We tailor our plans to match your project's specific needs, ensuring you only pay for the resources you actually use. For inquiries, please don't hesitate to contact our sales team at +48 533 354 054. The #FORDATAteam is here for YOU.

eVestment is a Nasdaq platform that provides institutional investment data, market intelligence, and analytics covering both public and private markets. Our platform allows asset managers and general partners to access the institutional market, while institutional investors, consultants, and advisors rely on eVestment to manage their due diligence, selection, and monitoring. eVestment provides transparency and efficiency to the global institution market. It equips managers, investors, and consultants with the tools they need to make data-driven, more efficient decisions, use their resources more effectively, and ultimately achieve better outcomes. To find the best institutional investors, including corporate pensions, superannuations and sovereign wealth funds, insurers and hedge fund of funds as well as family offices, foundations, and endowments, eVestment screens more than $78T AUM from reporting managers around the world.

Powerful, flexible and precise third-party due diligence. Rapid risk assessment automation allows all key stakeholders to participate securely and easily in your unique process. Multilevel, real-time sanctions screening allows you to keep up with the ever-changing regulations. With dynamic PinPoint remediation for potential hits and custom workflows, automate and distribute screening functionality across your enterprise. Educate your workforce, track important expenditures, and ensure compliance with complex business rules for exchanges between commercial clients, partners, and/or public officials. Integrated workflow, reporting, and tracking of internal investigations will enable you to securely empower your workforce to share sensitive information about potential or actual conflicts.

The best currency exchange software available in today's market. We manage the compliance and accounting so you can focus on your business. CEBS ensures you have the correct checklist of KYC documents. It sets up Simple Due Diligence (Customer Due Diligence) and Enhanced Due Diligence (Enhanced Due Diligence) as required. The system alerts the cashier when the same customer transacts above the threshold. The customer's name is checked against the US OFAC SDN sanctions list, UN, EU, and HMRC. CEBS is fast and intelligent. The currency system informs you about the potential profit before you finalize the deal. It also tells you your current stock level and alerts you if you want to sell more than your stock price. Reports and receipts are well-formatted to give you real insight into your trading. Yes, the system is accountant-friendly. Our primary goal is security and protection of customer data. We only work with service providers that we trust and do not share data.

Intralinks DealVision application is different from other solutions. It was specifically designed for participants on the buy-side. It matches actual workflow requirements and provides transparency into the deal team’s due diligence activity in real time. Intralinks' new DealVision solution automates document classification, and recommends files from VDRPro to be reviewed based on your questions or checklist items.

You might be more agile, more adept in identifying opportunities, and more able to anticipate changes. These are all powerful drivers of growth and competitive advantage. Risk Command is a collection of PwC Products that help you identify and monitor potential threats and help you respond and resolve them quickly and confidently. Identify high-risk movements and third parties before they have an impact on your business. You can save your business from financial and reputational damage by complying with regulatory requirements. Integrity Due Diligence allows you to request due diligence reports and perform focused risk-based monitoring. You can combine your operations and data into one view. This will allow you to capitalize on areas of convergence in compliance and fraud programs, and align operational data with corporate strategies.

Old-fashioned tools can be time-consuming and costly to use to manage vendors. It's not always standard and reliable. Our Know Your Vendor™, solution helps clients reduce supply chain risks by providing a consolidated panorama to do due diligence on third parties. Due diligence is conducted to insure integrity in the supply chain and prior to making important business decisions in areas such as corporate mergers/acquisitions, or partnership. Due diligence is a thorough background check of a prospect, whether it's a corporation, its principals, or a specific person.

Transparency of information during transactions is secured Brainloop DealRoom. The highly secure solution for M&A and due diligence. Your challenges: You must ensure that all information is secure and that all processes are logged throughout the process of an IPO, takeover, or due diligence. Only if investors, lawyers, consultants, and customers can see the sales documents anonymously, and bids remain strictly confidential up to the end, can you successfully complete your next M&A deal. Brainloop DealRoom is your solution - a virtual data room that allows for secure data exchanges of large amounts of data at all stages of a deal. Brainloop DealRoom. The highly secure solution for M&A and due diligence. Your challenges: You must ensure that all information is secure and that all processes are logged throughout the process of an IPO, takeover, or due diligence.

Nexis Diligence helps you reduce business risk by making it easy to vet partners, suppliers, investments, agents, and other third parties quickly and efficiently. Global content and easy fill-in the blank search fields make it possible to reduce time and cost of thorough due diligence while still keeping an auditable trail. Nexis Diligence sets a new standard for conducting due diligence. It helps you to avoid missing valuable information that isn't available on the open internet. You have access to thousands upon thousands of sources that give you a 360-degree view on a company or person. You can find tips, checklists, and other best practices that are based on the guidance of regulators and the expertise provided by other risk professionals. Learn more about the regulatory landscape and how to effectively address AML, ABC, and Modern Slavery compliance requirements.

Drooms provides maximum security and compliance with GDPR. Drooms has private servers, external security audits and safe data processing practices. You can enjoy a simplified user experience and no need to read user manuals with Drooms' clean design. Our virtual data room is equipped with artificial intelligence (AI), machine learning technology, and smart workflows. Drooms' full proof Index provides the perfect folder structure and documents to help you prepare for your real estate transaction.

Quentic offers the perfect solution for health and safety, environmental protection, and sustainability management. This web-based software is a professional tool that knows what you need and combines all the features. You can customize the software modules to meet your specific needs. All Quentic Software Modules: Quentic Health & Safety Quentic Online Instructions Quentic Risks and Audits Quentic Sustainability Quentic Hazardous Materials Quentic Legal Compliance Quentic Processes Quentic Environmental Management Quentic helps you with all HSEQ processes and sustainability. Quentic makes it easy to document, organize, and evaluate. You can always keep track, whether you want a global overview or specific information on a certain issue.

Riskonnect is a reliable and trustworthy Integrated Risk Management system. It offers a range of solutions based on a top-class cloud computing model. This allows customers to promote their projects and manage all risks within the enterprise. Riskonnect allows organizations to effectively grasp, monitor, and control potential dangers. This positively impacts shareholder value. Riskonnect's highly configurable technology is ideal for innovative associations that face increased scrutiny and accountability for strategy, corporate governance, and strategic risk. The incorporated arrangements allow for the ability to anticipate and respond intelligently in all possible risks that could harm an organization's competitive position, damage its corporate reputation, and limit key development. Once integrated, Riskonnect's features include auditing, business process control, corrective actions (CAPA), risk assessment, compliance and incident management. If you don't look beyond insurable hazards, if your operations aren't aware of basic dangers, or if you don't take a look at the impact each risk has on others, you will be at risk.

Exiger's combination technology and expertise is designed to provide companies with modern solutions for their most difficult compliance problems. To make partner decisions quickly and confidently, gather information, risk-rank, and diligence third party relationships. Screening solutions should make your life easier than burying you in more data, as there are constant changes to sanctions and new information. Exiger's award winning technology will eliminate the'swivelchair' effect and help you accelerate your onboarding and CDD/EDD team processes. Exiger combines purpose-built technology and practical expertise to illuminate the risk in every country. Our teams have a wide range of backgrounds and experience to develop innovative solutions to complex compliance problems. Exiger is a global compliance, financial crime, risk and regulatory company.

Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our innovative, best-in-class platform and customer value programs empower companies to accelerate growth, mitigate risk and improve the employee experience. With Responsive, frontline teams deliver superior responses using intelligent technologies to quickly, accurately and automatically manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs).

Our clients use Xapien AI to fully automate on-demand research about any person or company anywhere in the world in minutes, and not days. Up until now, comprehensive due-diligence was a manual process. The screening of databases and keyword searches in siloed sources of data can take hours, and they lack context. Xapien can read and analyze online media, corporate records, leak sites and structured screening data, in any language. It provides comprehensive, relevant results in minutes. Due diligence is a proactive initial phase of onboarding with Xapien, delivering rapid insight into both risks and opportunity. Make informed decisions about potential relationships, based on an understanding of the relationship rather than just compliance. KYC is too often a simple tick-box exercise. Xapien tells the whole story. Make complex and nuanced decisions on whether or not you should work with a person or entity, rather than just deciding whether you can.

TrackLight is a fraud detection and prevention platform powered by AI. It is designed to identify and prevent fraudulent activities before expensive decisions are made. It integrates seamlessly with existing workflows and leverages a library of more than 3,000 fraud schemes, as well as more than 1 billion open source intelligence records. The platform includes an AI copilot named Ray who provides executive summaries and specific action suggestions, ensuring accurate decisions. TrackLight offers tools for due diligence and fraud analytics, as well as social network analysis and case management. These tools are designed to protect enterprises by detecting patterns and automating tasks in large data sets. The platform is designed for seamless integration into business processes. It supports operations and provides informed guidance to identify fraud more easily.

BlueFlame AI, the AI-powered platform for knowledge management and productivity, enables alternative investment managers (AIMs) to improve the quality and speed of strategic decision making. BlueFlame AI combines enterprise search, AI agent-chat, DDQ Management, and pre-built workflows to allow firms to focus on strategic decisions. Search across internal files, external sources, and third-party systems to quickly find the information you require. Leading AI models can help you gain deeper insights, refine your analysis, and create new content. Centralize the DDQ/RFP management process from generating responses, to approval workflows, and exporting content. Pre-built workflows can increase productivity and efficiency by executing multiple prompts at once and gathering information from multiple sources.

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.

InvestorVision, a fund reporting system developed by SS&C Intralinks, is designed to improve communication between general partners (GPs) and limited partners. It allows GPs to share fund data securely and efficiently, including financial reports and distributions. The platform supports standardized ILPA template, streamlining investor management and tracking across multiple funds. It also offers features like secure document management, customizable brand, and multilingual support. InvestorVision promotes transparency by providing timely and accurate reports. This strengthens GPLP relationships. In a competitive environment, LPs demand the highest level transparency from GPs. InvestorVision, SS&C Intralinks' fast and intuitive fund reporting system, is revolutionizing how fund managers deliver reports to investors and manage investor relations.

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.

Our integrated platform serves the top asset managers, insurance companies and pension funds, hedge funds, family offices and sovereign wealth funds around the world. Fusion Invest, which shares the same core as Fusion Sophis, covers the entire investment value chain. It provides portfolio insight and automated processes with a collaborative investment book of records. Fusion Invest is unique because of its advanced analytics, extensive asset class coverage, open technology, and differentiation. It can be deployed on-premise or in the cloud, depending on your strategic operating model. It offers options for portfolio managers and investors who are responsible for asset allocation, direct investments, and sophisticated derivative hedging strategies. As they create and report the "golden version" of data, the solid, scalable foundation that everyone can trust is essential. All users can contribute to the investment process together with consistent information and analytics.

Software for Fund Accounting. Software for Investor Management. Track contacts, third-party representatives, interactions, and investors. Fund Administration Software. Software for managing fund entities, closings and commitments, capital accounts and transactions. Portfolio Management Software. Portfolio Management Software allows you to manage all aspects of your holdings including portfolio companies, properties, securities, revaluations, and shareholder tables. Investors deserve transparent quarterly reports and detailed notifications via a secure portal. Issue detailed ILPA calls and distribution letters along with industry-standard quarterly reporting. Your LPs have secure 24/7 access to fund documents via their smartphones, tablets, or everyday browsers.

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.

Backstop is the industry's best productivity software suite for institutional asset owners and investment managers. Backstop is tailor-made for foundations and investment consultants, family offices and pension funds. It also offers the best-in class, cloud-based productivity tools that help asset managers and allocators raise capital, manage their portfolios, and provide seamless service to their key stakeholders. Backstop CRM, Backstop IR and Backstop Research are the core products.

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.

Entrilia is a data creation platform that allows for collaboration between PE/VC fund managers. Convert transactional events into real time business intelligence. Our fund accounting module streamlines event-driven inputs and insights allows for automated reporting on investment, fund financials, investor, and many other details. This module is specifically designed for the PE/VC sector. It includes automated ILPA reporting and a campaign module that automates the creation and distribution standard reports. Fully integrated and extensible with modern APIs and standardized connections.

FolioSure provides Private Equity (PE) or Venture Capital (VC), firms an advantage in portfolio monitoring, data operations functions, and portfolio monitoring. FolioSure, a cloud-based portfolio-monitoring system that tracks and compares portfolio companies' performance, is an end-to–end cloud-based tool. It can be integrated into your existing tech stack and processes and customized according to your requirements.

Rundit automatically generates a LP Report based upon InvestEurope guidelines and ILPA guidelines. This allows for easier sharing with limited partners. Impress your LPs by providing concise updates from portfolio companies and fund performance figures. Setting goals and anticipating every phase of business growth will help you stay ahead of your investment. You can easily compare the actual and forecasted values by adding a forecast row to each KPI in the company metrics table. You can choose from the many metrics available or create your own. Rundit can help you with financials, balance sheets items, marketing metrics, and ESG metrics. Rundit's state of the art portfolio management software supports 17 transactions and automatically calculates your Gross Income, Money Multiple, Fair Valu, Fair Value, Ownership or Invested Amount.

The Caissa Platform, the industry-leading investment platform, was created exclusively for institutional investors, including foundations, OCIOs and pension funds. Our web-based platform is used by clients with assets exceeding $1.7 trillion to perform exposure, risk and liquidity, attribution, as well as private equity modeling analysis across multiple asset classes. Our in-house data team combines any form of transparency data into Caissa Platform. This includes investor letters, separately managed accounts and private equity data. All data is cleansed, synchronized, migrated, then integrated into the platform. You can seamlessly perform exposure analysis, risk, liquidity, and quantitative analysis on either your portfolio or your underlying managers with harmonized exposures.