Sharesight
Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
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Asym Capital
Experience substantial profits while minimizing your risk to market fluctuations. Utilize our meticulous due diligence and strategic partnerships with your investment funds. Unlock access to high-quality institutional opportunities across diverse asset classes. Participate in carefully vetted private equity deals. Enjoy passive income that is deposited directly into your bank account. Monitor your investments effortlessly through our top-tier investor portal. Unlike typical crowdfunding platforms, we operate as a technology-driven real estate investment company. Our compensation structure is heavily aligned with the success of our assets, and we actively invest in every offering we present, ensuring we share in the journey of our investors. By prioritizing performance, we create a win-win scenario for both the firm and our clients.
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Fundwave
Equip your venture capital or private equity firm with essential tools for effective accounting, administration, and reporting to your investors. Streamline your organization, allocation, and reporting processes using Fundwave's specialized Fund Administration Software, which offers suitable plans for micro VCs, impact funds, substantial funds, SPV structures, and beyond. JCurve provides a versatile workspace tailored for investment teams, accommodating both angel investors and small VCs as effectively as it caters to major venture capital and private equity firms. With features like custom branding, interactive dashboards, and self-service options for investors, Fundwave's investor portal enables you to effortlessly distribute capital notices and reports to your limited partners. From your initial closing to managing a diverse range of investors across multiple funds, there is an adaptable plan to meet your needs. Additionally, Dealflow is designed to assist you in navigating your deal pipeline, ensuring that you remain focused on the most promising investment opportunities while maintaining a clear view of your overall strategy. This comprehensive approach not only enhances operational efficiency but also strengthens relationships with your investors.
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Clariteer
Clariteer is an innovative platform designed for portfolio reporting that caters to individual investors and small family offices engaged in direct investments in private equity and venture capital funds.
Rather than requiring users to manually sift through quarterly reports, capital account statements, notices, and emails, Clariteer leverages artificial intelligence to automatically read, organize, and centralize essential information. The system provides investors with a comprehensive dashboard that displays key data such as commitments, paid-in capital, net asset value (NAV), capital calls, distributions, and performance indicators like total value to paid-in (TVPI), distributions to paid-in (DPI), and internal rate of return (IRR) across various funds, currencies, and regions.
In addition, Clariteer features cash-flow modeling capabilities that allow users to project future capital calls and distributions. The platform includes visually appealing representations, cash flow timelines, portfolio summaries, and options for generating downloadable reports. By eliminating the need for spreadsheets and disorganized documentation, it empowers investors with enhanced clarity, consistency, and control over their private market investments.
Specifically crafted for founders who have transitioned into investing roles, angel investors, and smaller family offices seeking professional-level reporting solutions, Clariteer stands out as a vital tool in the investment landscape. Its user-friendly design and powerful features make it an essential asset for those navigating the complexities of private equity and venture funding.
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