Alternatives to InvestorPortaLPro

OnBoard is an industry-leading board management software that simplifies and secures board meetings, enhancing governance and director engagement. OnBoard consistently ranks higher than competitors like Diligent Boards, BoardEffect, Boardable, Nasdaq Boardvantage in G2’s quarterly report. OnBoard’s intuitive design and robust security measures make it the preferred choice for effective and efficient board management. Trusted by over 6000 organizations worldwide, OnBoard offers features like agenda building and collaboration, shared annotation, board assessments, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, minutes builder, skills tracking, and video conferencing integration. Upgrade your board meetings with OnBoard today!

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.

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.

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.

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.

Unorganized email chains, complex document-sharing software and unorganized investor relationships can quickly complicate investor relations. General partners may find it difficult to keep up with the reporting requests. eFront Investment Cafe transforms the investor relationship management by providing a modern and easy-to use cloud-based investor platform that allows investors to access information from anywhere and at any time. eFront Investment Cafe improves communication, strengthens investor relations, and allows you to save time. Securely upload and distribute sensitive information from your company to investors using an intuitive investor relations platform. Customize your portal to promote your brand. Control who can access and download information by managing the portal.

FolioMetrics, a leading provider for innovative solutions in investor relations and research, is trusted by more than 200 of the leading hedge funds, traditional funds, and private capital managers around the world. Their product suite includes an easy-to-use, modern CRM designed for investor relations and marketing teams. It also includes a secure, scalable client portal to share information with investors and potential clients, as well as tools for automating factsheets and client reports in order to improve communication. FolioMetrics also offers compliance features like investor classification, approval workflows and advanced reporting. It also integrates with common fund administrators in order to automate holdings and transactions. Their research management solution expands capabilities to investment team, consolidating notes and documentation.

Flow's open-architecture connects investment managers to their limited partners and service provider. It offers integrated solutions such as virtual data rooms, investor portals and investor onboarding. This allows firms to manage limited partners relationships throughout the investment lifecycle. The platform simplifies digital fund subscriptions and simplifies onboarding. It also provides a centralized portal to report and communicate about funds. Flow's flexible API and open-architecture technology allows seamless integration with third party vendors, enhancing efficiency. Flow, trusted by more than 20,000 LPs as well as 300 private investment firms aims to provide a best-in class LP experience through reducing operational overheads and improving stakeholder involvement. All fund stakeholders will have a single source for reporting, documentation and communication.

Since 2016, Kore has been pioneering the way for private companies seeking funds with its top-tier online platform. It streamlines the entire fundraising process, from issuing securities to managing shareholder relations and cap tables. Kore is an All-In-One platform to help companies in their capital raising process. Whether it's a RegCF, RegA+, or RegD offering, we can streamline the way compliantly. Also, our technology boosts investor communications, taking your investor relationships to the next level. Investors, brokers, lawyers, accountants, and investor acquisition experts all benefit from our integrated ecosystem. We also have a lot of educational content to guide companies on their fundraising journey. Our articles, videos, and webinars can assist investors in getting savvy about Private Capital Markets and their opportunities. Perfect for curious minds looking for the latest in Tech and investment insights.

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!"

Registry Direct is an online capital management platform and secure registry designed to streamline securities management and investor relations management for companies, fund managers and their advisors. The platform has a wide range of features including the ability to manage capital tables for various security classes, such as shares, options, convertibles and bonds. Users can easily allot, redeem, and transfer securities while complying with regulatory requirements of entities such as the Australian Securities and Investments Commission and the Australian Taxation Office. Registry Direct facilitates investor engagement by providing tools for sending messages, organizing meetings, or conducting online polls. The platform supports capital raising through the creation and management online application forms with payment processing via BPAY or EFT.

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.

FundPanel, created by Aduro Advisors - one of the world's leading firms for Venture Capital fund administration - allows your back office to efficiently and quickly handle the details of all your most important investor communication. FundPanel, a resource trusted by dozens of large funds in the US and worldwide, streamlines the reporting process. Funds, capital commitments and capital calls can be easily viewed by you and your investors in a clear dashboard view. FundPanel’s user-friendly dashboard allows fund managers and investors alike to view funds, capital calls, distributions, and capital account information. It also supports secure document-sharing and provides real time performance metrics to enhance transparency and operational efficiency. The platform provides customizable reporting templates that are based on best practices in the industry, ensuring error free reporting to limited partners.

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.

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.

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.

InvestorHub software helps public companies gain more control by improving shareholder engagement. InvestorHub's data driven tools are used by over 130 companies to engage shareholders, improve communication and maximize investor relations. The way public companies interact with investors has broken down. By focusing on only the top shareholders and institutions they ignore over 99% of their investor base. Your share price will be influenced by forces beyond your control if you don't have a strong shareholder base. InvestorHub provides companies with the tools they need to engage their shareholders more efficiently and to turn them into active supporters, resulting in better outcomes. The investor CRM can help you find and connect with shareholders who are important, whether you're looking to raise capital, maximize liquidity, or secure votes.

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.

Our prebuilt and customized models save investors time by focusing only on what matters. They also empower IR teams to effectively communicate their financial narrative. Use our interactive models for faster investment decisions & to understand what matters most for a company. We provide high-quality data segment-level with interactive charts, to take the pain away from financial modeling. Our platform is a comprehensive platform that includes integrated valuation and analysis tools. Stellar Fusion will empower your investor relations journey. Create your own financial narrative and share it with investors using our models. Learn about the key areas of focus and investor interest in your financial model. Shape your financial story to attract more investors and gain valuable insights. Save time by using our pre-built models, more effective and efficient analysis, and integrated DCF.

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.

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.

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.

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.

Replace your fragmented systems with the AI-enabled IR Ops Platform, a unified system that allows you to attract investors, manage relationships, and keep your finger on market pulse. Be smarter and more efficient. Elevate IR to your company's competitive advantage. Only Q4 can work across all critical touchpoints between public companies and capital markets. From building your website, virtual events and elevating the way you engage with markets to transforming data to a proactive targeting approach. The Q4 Platform allows public companies of all sizes and industries to launch and measure an investor relations strategy. Platforms allow you to aggregate all the data generated by your investors and combine it with shareholder analytics. This will give you insights that can be used to create a communication strategy that investors value, while also identifying and prioritizing shareholders who matter.

Investor CRM is a tool that allows you to manage your investor pipeline. Collaboration is built-in - you can work directly with advisors and mentors in your account. Instant pipeline visibility and fundraising efficiency. You can search a database that includes 21,000 VC funds, 100,000 angels, family offices and fund-of-funds as well as PE firms. It's the fastest way for you to build a list of target investors. You can create engaging newsletters with Investor Updates in just 15 minutes. Keep in touch with potential investors and current investors. Track views and duration - this is a strong indicator of interest. Explore the complete collection of 80+ startup documents, including term sheets and cap tables, pitch decks, financial model, NDAs, financial models, financial models, and more.

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.

Give your investors a beautiful, personalized, and modern view of their portfolio. Your investors can track their investments, projections and returns all on one page. You can drill down to the specifics of each investment. Keep your investors informed on the move or from their home. Our software is specifically designed for real estate investment firms. Everything is tailored to your needs. Automate and take control of your internal processes in order to increase efficiency and reduce errors. Manage all your contacts, entities and ownership data in one place. Your entire team can update and access it. Our powerful marketing automation engine is at your service. Sensr Portal integrates with your website and marketing materials to improve the funding process. Create instant landing pages to gain insight into prospect interest and engagement.

Your attendees will enjoy interactive experiences such as earnings, investor days, or webcasts. Your shareholders, analysts, retail investors, institutional investors, media, and the media can receive company updates through conference calls, webcasts and virtual events. Our team will help you organize a professional event. Teleconferencing allows you to take advantage of the flexibility and customization of operator assisted conference with the ease of automated entry. You'll have a dedicated service manager who will help you with logistics and execution. The platform is built for interactivity as well as security. Your company's investment story can be showcased through interactive experiences. We can help you create memorable experiences for your stakeholders, whether you choose to host a virtual or hybrid event that combines both online and in-person events.

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.

Your online news center can be used to publish content. All multimedia content and news stories can be posted, hosted, and distributed from your corporate URL. It can be seamlessly integrated into your existing website. You can distribute published content directly to social media channels and traditional channels, which will enhance both SEO and search in mobile devices. Investor Relations hubs are preloaded with all the essential features of best-practice IR websites to allow public companies to meet financial disclosure and tell their corporate stories to expand audiences and followers. Our CMS is a proprietary system that provides automated financial reports, stock quotes, press releases, event calendars, email alerts, and other key components. Our award-winning software is used by leading companies to seamlessly integrate a branded IR site into their existing corporate website in minutes.

Investor feedback and intelligence are of the utmost strategic importance. Data analysis can be used to gain this knowledge quickly and autonomously. To simplify your understanding of investor data, you can use NLP and machine-learning tools. With proprietary data, identify, target and build a long-term shareholder base. Transparent and collaborative solutions allow you to involve your board and top management. All investor feedbacks can be collected, categorized and analysed. Powerful data visualization tools make it easy to interpret investor expectations and perceptions. Facilitate the traceability and identification of investor data. Identify trends and issues within your investor base. You can get a complete profile of your investors to help you build a clear picture of your target market. Predictive analysis can help you improve your perceptions and differentiate your equity story.

B2i Technologies offers the most powerful and flexible tools to manage your Investor Relations website, Corporate website, and email communications. Our Investor Relations Software solutions are automated and can be integrated into existing systems in just a few steps. Our solutions will help you not only stay compliant, but also save valuable time reporting on financial data and press releases to investors. B2i's Investor Relations Solution offers highly reliable and customizable data to corporate websites, including stock data, charting and SEC filings within SOX compliance. Our investor relations software displays real time data on your website without any additional work. Once you have completed all your filings and press releases, they are automatically uploaded to your website and formatted for ease of access.

All your Compliance and Investor Relations needs covered by the cloud Our innovative software platform makes it easy to digitize and simplify your Investor Relations and Compliance processes. Digitize compliance workflows and keep all data in one place. Secure and efficient. Innovative IR products that digitize investor relations and improve efficiency in daily IR work. Our innovative products help you to digitize your compliance. Compliance COCKPIT: All compliance solutions in one place Compliance CoCKPIT brings together all the important compliance workflows into one platform. You can use our modules in any combination you choose. Innovative digital tools and solutions for investor relations managers. We digitize investor relations and support your daily IR work.

AppFolio Investment Manager is a cloud-based, all in one real estate investment management software. One-login, on-demand platform offers powerful and flexible tools to simplify fund and syndication management. Investors can access a self-service Investor Portal to view dashboards and access a robust CRM system. This will allow them to streamline fundraising and communicate better with investors. AppFolio Property's award-winning team created this portal. AppFolio Investor Portal provides investors easy access 24 hours a day to their dashboard that summarizes their investment position and asset information. It also includes their invested capital and distributed capital. Investors have 24/7 access to a summary listing their investment positions and their invested capital. Investors can access the AppFolio Investor portal to quickly find reports, tax forms and other shared documents, and securely sign agreements.

Innovative digital tools and solutions for investor relations managers Our innovative IR products and services will digitalize investor relations and help you in your daily IR work. EQS IRCOCKPIT is the first platform that combines investor data, contact management and disclosure obligations, and news distribution into one tool. EQSIR COCKPIT was created to simplify the work of investor relations managers. It provides simple workflows, better results, and added value for investors. Respect mandatory publication requirements. The disclosure module makes it easier and more efficient to fulfill your disclosure obligations. Your financial news can reach a broad audience. EQS Newswire is a leader for the distribution of corporate press releases and corporate news. Simple, secure, and efficient worldwide. Simultaneous upload of news on your website, social media, or stock chart.

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.

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.

Nasdaq's consultative experts contextualize and uncover shareholder activity in real-time, delivering actionable intelligence as well as C-Suite-ready reports and insights. Our intelligence helps leading IR programs to identify and address shareholder activism, prioritize engagement, uncover untapped potential, and adapt to new trends, such as ESG. We provide the analytics that you need to maximize your program's effectiveness, measure its success, and inform leadership. With Nasdaq insight, you can identify, understand, and capitalize on fund flow, investor rotations, and market developments. Nasdaq's proprietary data allows you to stay on top of important developments. Identify, benchmark, and understand ownership and trade by ESG and sustainable focused strategies.

Investors today expect news, financials, and general information in real time. Your IR program must keep up with the market's rapid changes. S&P Capital IQ Desktop gives IR professionals the market information they need to track shareholders, monitor analyst sentiment, and benchmark against their competition. Get the market intelligence you need to start your day. Our new investor relations dashboard offers analytics built on the IR workflow. It includes a customizable watchlist of your peers, ownership analysis for your company, market charts and top industry news. Real-time access to industry reports, models, and broker research. It is easy to understand why an analyst was excluded from a consensus estimate. Track specific analysts and trace back their estimates to the underlying research document. You can monitor revisions and trends over time using our historical data.

Interactive Telesis makes a living by developing services and solutions that transform your business into advanced technology. We are a leader in the Computer Telephony market with over a decade of industry experience and a large customer base. Every single day. We understand that solving complex problems and implementing solid solutions are the key to solving your business challenges. We are here to help you. To provide products and services that are solid enough and flexible enough to meet today’s demanding business environment. InvestorREACH gives potential investors and investors instant access to the latest corporate and shareholder information by simply picking up a touch-tone telephone. Investors can get the information they need in minutes and not weeks or days. Our automated system allows your Investor Relations staff to spend more time with analysts and brokers and less time answering individual investor questions.

Quaestor, an automated financial collaboration platform, helps founders and investors move faster together and make better, more forward-facing decisions. You can get the information you need quickly and easily. Quaestor makes it easy to collect key metrics from portfolio companies. It does this through data integrations, a user-friendly interface, and automated workflows. You and your founders will save time and have immediate insight into the performance of portfolio companies. You and your team will be able to quickly find what they are looking for, whenever they need it. You can say goodbye to legacy software, siloed spreadsheets and personal inboxes. Access company data across your portfolio, including financial metrics and investment details, and collaborate with your team and founders in real-time.

Automate Your Fundraise. Finta is a platform that helps early stage companies raise more private capital. Finta offers a secure online and cloud-based storage solution for your deals. Investors will have a better understanding of your company when you raise money. All your files and information are kept safe and secure. Organized in the way that investors prefer. You decide who has confidential access to your information and how it is organized. Our user-friendly and robust software saves you time. To raise more funds, build and strengthen relationships with investors. Real-time management of your company's equity, fundraising and other financial affairs. Finta automates the investment process for companies. Our automated CRM allows you to track your deal at each stage of the funnel. This gives you visibility into the current commitment level of an investor.

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.

To identify and track down key shareholders, you can search and identify them. Analyze market activity to see which market makers have the greatest gains and losses over time. You can examine the contributions of each institutional investor, including the number of shares they own and their total value. Sequire provides a tailored media plan that outlines goals, strategy, tactics, and measures. Sequire's network with over 5 million active investors allows us to target specific investors across display, email and social platforms. Our goal is to improve communication with shareholders and generate interest from like-minded investors. We monitor performance metrics and make continuous changes to improve reach with your target audience.

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.

The WOWS Investment portal connects startups and SMEs to global investors and facilitates primary and secondary equity raising. It provides a user-friendly interface to showcase companies, tools for equity management and capital raising, as well as investor matchmaking. Key features include: - Showcasing companies: Upload pitch decks and present businesses. - Investment Tracking : Investors can track their investments and shareholding values in real-time using dashboards that are personalized. - Due Diligence: Secure virtual data rooms for running due diligence. - Communication support: Direct Q&A between investors and companies and insights into funding history. WOWS Global's goal is to simplify fundraising, maximize opportunities for investment, and drive growth within the private market sector through advanced technology and a large investor network.

TNR Solution by SS&C GlobeOp is an integrated, comprehensive, and front-back platform for firm-wide real asset and private equity fund operations, data management, and investor reporting. You can choose to implement individual components or the entire platform depending on your requirements. TNR provides the industry's best private equity technology. It also offers a 1000+ person PE team of experts to assist with virtually all aspects of a fund's life cycle, including fund structure, investor and manager reporting, tax allocations, and partnership documents. Multi-level, complex fund structures can be supported: Manage master-feeder, blockers, holding corporations, SPVs, and AIVs. Modules for investor relations and fund raising: Track investor capital balances, correspondence preferences, and track investor capital. Comprehensive reporting through a library of standard reports and dynamic dashboards, as well as report writers.

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.

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.

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.