Alternatives to Foundersuite

Allvue Systems, a leader in investment management solutions, is available to fund managers, investors, and administrators within the alternative investments industry. We offer flexible, innovative investment software that removes barriers between people, information, systems, and people. This optimizes decision making and streamlines processes to meet investor requirements across private equity, private debt, and other alternative asset types.

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.

Ledgy is the trusted equity management solution for high-growth businesses. All countries are compliant with the best-in-class security, privacy, and security. Digitize your spreadsheets to create a transaction-based captable that's always accurate, scaleable, and can be updated in real time. Accurate scenario and exit modeling will make your financing rounds a success. You can streamline your due diligence and manage every vesting schedule. With custom dashboards, you can show the most recent information to all your stakeholders (investors, employees, and shareholders). Ledgy automates equity plans and helps you attract and retain top talent. Employees can manage their equity and view their shareholdings as well as their vesting schedules and future valuations. Engage your investors by sharing KPIs and accurate funding scenarios, valuations and exits, custom reporting, etc. Learn why Ledgy's platform is loved by founders, CFOs, HR departments, and their employees. To see it in action, book a custom demo.

Dynamo brings the moving pieces that go into smart, successful alternative investment management into one integrated, configurable platform. All of our modules can work together on one technology stack to build one centralized, automated, and comprehensive platform for private equity and venture capital funds, real estate investment firms, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. Dynamo does the heavy lifting and automates repetitive and manual processes with configurable dashboards, workflows, and reports. This way, your team can focus efforts on the human touch and insights that make your firm succeed. Dynamo’s long-tenured Client Services and Support team is committed to delivering excellence and ongoing wins as you embrace the platform for your unique business needs.

As the one and only CRM system specializing in hedge fund workflows, our software capabilities are laser focused on the needs of modern-day sales, marketing and investor relations. Our customers include new launches, family offices, and multi-billion multi-prime institutional hedge funds. A new CRM using modern tech for modern needs.

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.

Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Our automated investor updates, permission-based metrics sharing, and investor matchmaking features make it easy to streamline your investor relations, while our secure data room and cap table management tools help you close deals and stay compliant. Avoid common mistakes and build relationships with investors using Quoroom's proven workflows. Try Quoroom today and get pro support!"

Visible.vc has a mission: to help founders achieve success. We've created the most user-friendly fundraising, stakeholder communications, and reporting tools available for startups and investors.

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.

Manage your entire deal flow, including emails from founders. Use the Co-invest tool to invite your LPs into your investment. Benchmarking and monitoring your portfolio companies. Yardsitck can help you generate industry-leading insight and make better investments. You can stay informed and ahead of the curve with this information. Receive timely, standard reports from your portfolio. With a seamless feedback system, you can use insights to make informed decisions and stay in touch with founders. Manage your fund's activity and seamlessly onboard new investors. Documents such as NAV reports, audited accounts, tax statements and audited statements can be generated, maintained and managed.

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.

No upfront implementation fees and a transformation of your client experience. Our implementation costs are spread over the term of your contract so that you can provide the experience that your clients want today. Our clients receive value quickly by ensuring rapid deployment. Our in-house project team and customer success team will ensure your platform is up in no time. We offer consulting and professional services for clients who require a highly customized deployment. We can help you with everything, from custom workflow design to software creation. We offer easy client onboarding, online data room for your funds, simplified document management, and eSignature. A rich Investor portal also offers a feature-rich Investor Portal. Online capital raising can reduce your time, cut down on costs, and give your clients a great experience. Integrated data rooms make it easy for clients to see your offerings and learn more about you.

eFront's solution suite of software solutions offers an all-in-one platform for alternative investors who want to manage every aspect of their investments, from due diligence and fundraising to reporting across any alternative asset classes. Clients can rely upon eFront for their alternative investments. They have access to dedicated support teams and innovative R&D departments.

Premier Deal Software for Data-Driven Sourcing. Find your best buyer and establish intermediary relationships. Scale your business development efforts. Expert project management over deal preparation and due diligence. Automate analytics, reporting. Transform market data into actionable intelligence. Improve deal discipline to improve deal control. Navatar provides a comprehensive investor relations and fundraising platform. You can outperform your competitors on the fundraising trail by targeting the right LPs and creating structured processes to nurture them. This will ultimately earn your potential investors' trust. Navatar is built on Salesforce, the world's most trusted cloud security platform. It connects to the AppExchange ecosystem which offers hundreds of apps and industry data providers.

We help startups and investors to be more efficient through interaction, engagement, data insights, and engagement. Get comprehensive fundraising and investor relations assistance. Find new investors, engage with them, and close deals. Check out our resources and events if you are new to raising funds. Find the right investors and get on the radar for matching angels and VCs. Prepare for fundraising, create an impressive data room, and close deals. Learn how to create an investable startup, answer investor questions and fundraise with ease. Join monthly investor and startup events, gain access to fundraising resources, plus receive over $100K of credits. Our end-to-end platform for investor relations and our custom investor services help investors make data driven decisions and overcome cognitive biases. Work with your team to manage your pipeline, access deal flow & engage startups.

Using data-driven workflows, we enable founders to raise funds faster and investors to close the right deals more often. Data-driven workflows that benefit both investors and founders. When you have a fundraising hub that does it all, fundraising doesn't need to be a full time job. Planning a round is difficult. From deciding how much money to raise to determining the right valuation, it can be overwhelming. We created tools to help you determine the best terms for your business. Discover investors who will add the most value to you business with our personalized Investor Database. Deck-sharing optimized for fundraising. Impress investors with an instant one-pager that includes company background information and round details. Spend your time on supporting portfolio companies, making investments and not updating spreadsheets or sending emails. FlowlLink is a private and secure way to funnel your dealflow. You'll never again miss a chance.

We have everything you need, from prospect to client. Track activities, take notes, and manage your pipeline. Integrate your inbox to sync important email with your CRM. The only interactive prospect portal that comes with the CRM for Finance suite makes it easier to close deals. This tool is for financial professionals. Obsidian's Business Intelligence Suite provides a variety plugins to help financial firms analyze investor and portfolio data. This includes subscription tracking by portfolio, salesperson, or representative, performance analytics, risk analytics, and account activity & tracking. Obsidian's interactive portals are available to all types of clients, including professional, institutional, and high-net worth firms. This suite allows for unparalleled flexibility in client communication and is suitable for all investment management firms.

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.

Source deals from incubators/accelerators, co-investors, investment banks or your personal network, curate and screen them through objective scoring, build consensus, collaborate with the team members, maintain lists before you decide to take a deal into active evaluation. You can customize your deal flow to make it easier to track deals and collaborate with external and internal stakeholders. You can also view your entire deal landscape from one place. Access all portfolio companies from one place. You can also collaborate on metrics data, milestones, and other details. All deal data is available from the moment it was sourced, evaluated, and invested in. All your investor relations, communication, and finances can be managed from one place. The system does not delete data. The entire deal activity is only archived or versioned.

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.

Anduin is revolutionizing fund administration with digitized subscriptions, real-time status and simplified fund operations. Our intuitive investor onboarding workflow improves investor experience and dramatically reduces the NIGO-rate of documents. It also brings clarity and efficiency to fund subscriptions. How it works We digitize all subscription agreements and tax forms so that you can concentrate on distribution of subscription packages and tracking how investors interact with your documents. 1. Anduin digitizes counsel forms, creating an intelligent smart form. 2. The form is prepopulated with information from previous fundraises. 3. Fund managers invite investors to complete the smart forms and sign the limited partnership agreement. 4. The subscription package can be countersigned. Documents or data can also be exported to the fund administrator. To request a demo, visit www.fundsub.io

Amplify, unlike traditional CRM systems allows EDOs and IPAs manage their entire investor life-cycle. You can attract new investors by building relationships. Engage with investors to realize their potential, and support existing investors through maximising aftercare/BRE. Amplify's intuitive design makes it easy to customize to your service offering with no hidden fees. Our team will assist you in every step of the process, from data migration to training, to system setup and maintenance. This is all included in your license fee. Visual dashboards and advanced analysis tools are available to measure investment & economic growth activity by sector, department, and target regions. Email integration allows users to track activity and communicate with the designated contacts/companies.

Your Strategy. One Platform. Only Q4 works across every critical touchpoint between public companies and the capital markets. From building your website and virtual events to elevating how you engage with the markets, to transforming data into a proactive targeting strategy, Q4 Capital Connect has been created for the capital markets to engage and connect. Every touchpoint between investors and your website, earnings event, and other engagements flows directly into Q4 Capital Connect. The Engagement Analytics application unlocks the power of this data allowing you to correlate every insight, from ownership and stock price to measure and report on your strategic impact. Built on proprietary data, and an ever increasing portfolio of digital communication solutions, Q4 Capital Connect is a scalable platform that will continue to expand to an increasing number of applications for investor relations, as well as key workflows for investment banks and investors.

Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.

Our firm is unrivaled in the industry because of our complete software solutions, which are paired with back-office accounting and tax services. We will streamline your investment processes and save you time. This includes everything from deal flow management, portfolio tracking, invoicing and eSigs, closing investments, and analysis of performance. You can manage all your investor reporting and fund management from the same place. This makes it easy to manage all your needs in one place. Venture360 is the best way to power your capital raise. Place our investor registration link on you website today and get capital raising. Our plug-and-play solution powers your white-labeled platform to connect with investors, track commitments, close a round, manage your cap table, and seamlessly report through an investor login portal. Let's get started.

This platform is for investors who work closely with their startups. It can be difficult to manage a portfolio that is growing with more startups. investory.io gives you an instant overview: What are my investments' most recent KPI developments? What is the value of my shares? Who should I contact? These are just a few of the many questions we can help you answer. Do not waste time searching for portfolio documents through multiple communication channels. Cloud-based software makes it easy to access files from any location, at any time. We understand how difficult it can be to keep in touch all of our portfolio companies. We created a place for you to connect with your founders, receive updates on business developments, and get regular updates. This is the best tool for improving mentoring. It uses metrics, documents, and comments.

Diligent Equity will be the only platform that investors need to manage their portfolios and cap tables. Manage your investments, portfolios, and LPs better. Say goodbye to inaccurate data and enjoy a clear view of your fund's performance. Diligent Equity's real-time tracking of investment performance is your single source for truth in your entire portfolio, regardless of the cap table software used by your companies. Track performance of funds on one dashboard, including investment multiples and IRRs. You can access real-time data directly from your latest positions, captables, waterfalls and valuations. Track and collect company KPIs for your portfolio companies, from investment to exit. Diligent Equity offers managed services to update and error-check cap tables and KPIs for portfolio companies.

Software solutions for investor portals technology that allows file sharing, collaboration, as well as investor relations for investment firms, GPs and fund managers, administrators, RIAs and LPs, banks, and other institutions. Software solutions for investor portals that allow you to share, collaborate and produce information. This is where you will find the best investor experience. IPP offers a secure, reliable, and user-friendly investor portal software solution. It also provides an investor relations reporting portal. At an affordable price, attract more capital and keep existing investors happy. Secure private equity and venture capital (PE/VC) investor portal software, website, solutions. InvestorPortaLPro (IPP), a portal for fund marketing, offers reporting solutions to help you raise more money, distribute documents online securely, and collaborate with investors. You can raise money faster and give investors a clear view of real-time data. IPP investor relations portals allow you to put your property and investment information online.

Funds-specific operating system. You can connect directly to your back-office and keep track of your investments. Automate the data collection process to track your companies' progress and better serve their needs. With our powerful report builder, you can create custom LP reports or access real-time data from Excel. To align your investment team, centralize your deal pipeline and save hours of manual entry every day. Your firm's network can be leveraged to help you with sourcing deals and recruiting.

Conference calls, transcripts, slide decks & reports. All in one place. Browse our list of over 5000 companies. These companies are used by some of the most respected financial institutions around the globe. Do what hundreds of thousands do every day: invest. Quartr gives you free access to transcripts, slides decks, reports, and conference calls. We have created third-party integrations. One of these is our Embedded Player. Your company's most recent presentation and the accompanying documents will be immediately available on your website. Automatically updated to the most recent event. Average upload time of 11 minutes. Simply add a few lines code to embed the code on your website. Includes the accompanying documents. Skip to the Q&A. Listen to and read data from investors. User experience that is intuitive and has everything in one place.

You can build and maintain relationships with the right investors so you can concentrate on what you do best, which is building your business. Irwin combines unique data sets to provide you with the complete picture. This allows for the most accurate and comprehensive monitoring of shareholder activity. Monitor changes in your shareholder base including retail, institutional, and activist positions. Irwin makes it easy to search for funds, institutions, and retail investment advisors. Irwin allows you to connect with a global network of qualified investors. Irwin's intuitive design makes it easy to manage your contacts. Our CRM function is simple to use and can help you improve your communication with investors and other stakeholders.

Equity. Simplified. Carta is a tool that helps investors and companies manage their equity plans, valuations, investments, cap tables, and capital plans. Start by creating your Carta cap table. Then, issue electronic securities, get 409A appraisals, and run liquidity events. Your cap table will remain updated automatically. Your cap table will stay up-to-date with all equity transactions and information in Carta. We help you to stay compliant when issuing equity or getting 409A valuations. Investors and employees can accept electronic securities and exercise options. They can also track vesting schedules. Carta assists more than 800,000 shareholders to manage equity worth $575 billion. Carta can help you, whether you need a captable and a 409A or are looking to run secondary transaction, leverage financial reporting, tax tools, and stay closer to investors.

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.

VESTBERRY is portfolio management and reporting software for venture capital and private equity. The solution brings high level of automation to VC workflow, reporting, communication with limited partners and provide advanced analytics to make better investment decisions. We are on track to become the industry standard for portfolio management thanks to clients like Atomico – the 2nd largest venture capital company in Europe and an investor in companies like Wolt, Skype, and Stripe.

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.

You can send and answer capital calls from anywhere, on any device, in just seconds. There's no need to wait for checks or manage wires. You can also follow up on capital commitments that are still outstanding. Instantly make distribution payments to investors and capital transfers to projects. Give your stakeholders a better way of receiving funds. It takes time and resources to reconcile outgoing and incoming capital. You will know exactly when each capital call was viewed, accepted, and repaid with full transparency at every stage and real-time interaction. Unsecure methods of exchanging sensitive data increase legal exposure and risk to capital collection and disbursements. Verivend's cloud-hosted Digital Wallet offers the highest level of encryption and allows you to securely store and exchange sensitive banking information. It also makes it easy to manage disjointed escrow account.

Zapflow is a comprehensive software solution tailored for investment teams, offering a range of functionalities from deal flow management to portfolio and fund management, as well as CRM and LP/ESG reporting. Specifically crafted for alternative investment professionals, it seamlessly adapts to the specific requirements of various businesses, including those in private equity, venture capital, family offices, or corporate VC. Introduced in 2016, Zapflow addresses the common challenges encountered with fragmented software solutions for investment teams, providing a cohesive and efficient approach. Zapflow serves as a cloud-based productivity tool crafted for professional investors to effectively manage their deal flow. By saving considerable time each month, facilitating informed investment decisions, and optimizing daily operations, we empower you to maximize your productivity and focus on your investment strategies.

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

Altvia's unmatched expertise and market-leading platform help you seamlessly evolve and manage complexity while your firm grows, funds multiply, and your base of LPs expands. With a secure portal that is backed by data-rich analytics, you can distribute personalized content such as Capital calls, PPMs, and K1s with ease. A modern technology platform's foundation is built around a single source. This single source of truth supports key workflows, contact management and relationship mapping. It also automates key activities (ie email and task assignments). You can now manage your deal flow with new insight. This allows you to prioritize deals based upon source or similarity to top-performing investments. Streamline the reporting process for portfolio companies and the data collection to save time and help you understand portfolio health and value creation.

CommonSubDoc is the Future of Fund Management & Investor Relations. Our cloud-based SaaS solution with CRM capabilities, designed for fund managers, investment managers and fund administrators, is the ideal solution. Why Choose Us? Experience: We have years of experience working in the financial sector and understand the unique challenges that fund managers and investors face. Innovation: We invest continuously in technology to ensure that you have the latest features, and stay ahead of the market. Security is our top priority. Our platform uses robust security measures to protect your information. Customer Support: We have a dedicated team of support staff that is ready to help you at every step, ensuring an enjoyable and smooth user experience.

You may have noticed that some portals charge by the number or features you have in investor relations software. This includes the number of investors, funds, investors, users, accounts, and other things. PORTAL.BLACK has no limits and we do not place any artificial restrictions on you. We don't like being nickel-and-dime and we wouldn't do that to our valued customers. We have never lost clients, and none of our competitors in investor relations software can claim that. Our investor relations software features include unlimited users and unlimited bandwidth, unlimited storage, open source (you get source codes access), full API, on-premises, private clouds, and SaaS. PORTAL.BLACK can be customized to meet your needs and is more than a deal room. There are generally licensing fees, maintenance costs and implementation, training, integration support, hosting, administration, and support costs.

Poor user experience and fragmentation among technology platforms are hindering the private asset market. Vertalo connects the security token ecosystem using blockchain technology. It uses blockchain technology to bring investor management and cap tables into the 21st Century. Vertalo's platform enables new and established companies to simplify digital asset management and create liquidity. Vertalo's secure cap tables on-chain give investors and companies more control and flexibility when managing assets. Tokens can be created to fractionalize ownership, or to list and trade on an exchange. Vertalo makes it easy to instantly tokenize assets and distribute them to investor wallets. Vertalo's SEC registered transfer agent platform streamlines data security and protects the cap table. It uses a sophisticated set smart contracts to update entries based upon on-chain confirmations. Blockchain technology has opened up new opportunities in cybersecurity and business.

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.

IR.Manager is the most flexible, responsive, flexible, and comprehensive IR tool. IR.Manager is easy to use and provides a powerful CRM, targeting, reporting, and CRM functionality. It also offers global contacts and global buy-side and sold-side contacts. Manage relationships with analysts, institutional investors, and other stakeholders. Keep track of all meetings and notes. Through insightful intelligence sourced directly from top financial data providers and IR service providers, you can track your ownership. Advanced screening, qualification and identification solutions can help you target new investors. A wide range of features available for your entire IR team. You can connect more easily to the buy-side and sell side communities. View your agenda, investor profiles and meeting history, as well as ownership data.

Our approach creates an immersive experience for analysts and investors, while significantly reducing the workload of issuers. Your investors will be engaged with the experience, from mind-blowing designs to data driven content strategy. All of our investor relations websites comply with ADA WCAG 2.1 AA and GDPR. They are also HTTPS secure and mobile responsive. The only proactive client service provider in the industry that is both 24/7 and 100% U.S.-based will be available to you. Equisolve's control environment is Type II audited. We support single sign-on (SAML), multi-factor authentication, and boast the most reliable and fastest global infrastructure of any IR website vendor. All IR websites are fully compliant with SEC regulations as well as exchange rules. This is the easy part. What sets us apart is our unique approach in content strategy and design.

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.

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.

Dealgrotto, a specialized M&A Deal Pipeline Management Platform, is designed to meet the specific needs of different financial sectors including private equity and venture capital. It also caters to corporates and family offices. Its primary goal is to streamline and enhance M&A processes, shifting the focus from administrative burdens on to strategic decision making. Dealgrotto's core features include robust Pipeline Management Tools, which allow users to track and organize M&A transactions. This feature gives users a clear view of each deal stage and helps them make informed decisions. It can be customized to specific workflows and supports advanced filtering, sorting and navigation, enabling quick access and prioritization. Dealgrotto also emphasizes team collaboration. It facilitates seamless coordination between team members, task assignments and real-time sharing of information. This creates a collaborative atmosphere, which is essential in M&A transactions.

Since its founding in 2015, SerVC successfully built financial departments at over 70 VC firms. Our organic growth led us to develop a VC Software which unifies the fund lifecycle on one platform, designed in collaboration with over 50 VC Partners.

AdvisorEngine is a powerful and intuitive technology platform for financial advisors. Our team includes former financial advisors, data scientists, designers and futurists. Every morning, we come to work with the goal of creating the future for financial advice. We start with the advisor-client relationship, and then work our way outwards. The best advice is deeply human. It starts and ends with people. We are always looking for new ways to understand investor behavior and investing. Research is the best way to get the best advice. This includes research that incorporates developments in quantitative finance and behavioral economics as well as artificial intelligence. Our technology has a unique aesthetic because we are creative and design-oriented. Inspiration is the best advice. You can make it easy for new clients to start working with you by offering a personalized and streamlined digital onboarding process.