Alternatives to Relevant EquityWorks

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.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

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.

AccountsIQ cloud accounting software makes it easy to capture, process, and report financial data from multiple locations. We transform finance functions by enabling financial controllers, finance directors and CFOs to: - Get a complete view of their organization and subsidiaries Access powerful, real-time reports and KPIs in real-time Our multi-level coding capability allows you to get amazing analytics Automate consolidation Our collaboration tools and apps will help you work more efficiently and flexiblely. - Increase efficiency through the integration of key business systems Our financial management software was named Mid-Market and Enterprise Accounting Software of the year 2019 and 2018, respectively, and we were a finalist for 2020.

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.

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.

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.

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.

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.

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!"

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.

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.

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.

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.

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.

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.

FundStudio's real time operations and reporting platform, outsourced managed services, and outsourced managed service provides complete knowledge about fund and managed account conditions. This is useful for hedge fund managers, CTAs and asset managers as well as family offices. Capture orders and trades using realtime FIX, uploads or programmatic API. Allocate orders to accounts, strategies, and more. Implement compliance rules, such as asset-class restrictions or position limits, or complex programmatic rules like leverage bias. Real-time intraday P&L. Multiple views of aggregated or sliced-and diced data can be defined in real-time "pivot table" mode. All cash movements, including trade settlements and margin, coupons, principal, can be managed. You can also run cash projections. Shadow your fund administrator to produce NAV at master-fund level and associated feeder funds.

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.

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.

bluQube accounting software gives mid-sized businesses the tools and insights they need to succeed. The right software will allow your finance team to focus on the important things, such as strategy and bottom line. We do things differently to deliver real, tangible benefits to our customers. We're an Oracle Gold partner that delivers True Cloud Accounting, fixed-cost implementations, real-time reporting, full UK support and software that integrates with anything!

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

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.

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

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.

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.

We are a global leader in software solutions for Asset Managers, Private Banks, Family Offices and Family Offices. We are more than just an IT-service provider. We are committed to understanding the financial services and investment industry and keeping up with it. Our knowledge is combined with technical skills of high quality and a desire to invent and create new software. We find solutions that support your company's goals. Our solutions include Portfolio Management, Risk Management and Web Reporting to Clients.

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.

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.

SEI Family Office Services developed a sophisticated platform for enterprise wealth management in the early 2000s to offer family offices and financial institutions an alternative to single-purpose, disconnected technology solutions. The Archway Platform has stood the test of time and advanced every step of the process. It unifies all the accounting, investment data aggregation, and reporting tools you need in one integrated platform. The technology is built on top of a core general leadger and automates the creation and maintenance of accounting records across dozens business functions like bill payments, capital distributions, traditional and alternative investment transactions, cash movement, cash payments, fee calculations, and bill payments. This allows your accounting, investment, and administrative teams to all work in the same application. The built-in reporting engine of the Archway Platform allows you to use all the underlying data to create comprehensive financial reports.

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

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.

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.

Prospero by FINARTIS (formerly S.A.G.E.) offers a comprehensive suite of solutions that are specifically tailored for the financial services industry., specifically Family offices and independent asset management. Wealth management, fund administration and asset management are also included. The solution is comprehensive and covers all aspects of the financial sector's transactional, financial, processing, and reporting requirements, from the front-office to middle- and back-office.

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.

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.

"Seamless", a fund accounting software, is designed to streamline processes. Compatible with multiple currencies, asset classes, fund structures, and fund structures. Cloud-based interface allows users to easily extract accounting, investor and portfolio level reports. The user can generate financial reports (with footnotes), and data to fill in tax returns/K1s.

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.

Accounting, a dynamic and flexible financial accounting and reporting software package designed for investment managers and fund administrators. Accounting can generate financial reports for portfolios of financial instruments. The system supports unlimited reporting entities, multicurrency support, as well as multiple accounting methodologies. Multiple accounting methods can be applied to the same portfolio in order to support reporting on different accounting bases such as International financial reporting Standards (IFRS) and US Generally Accepted Accounting Principles. The system can handle back-dated activity from closed periods with great ease.

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.

CONSOLIDATION Centralize all your activities in one single solution while addressing your business issues – including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. AUTOMATION Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes with full-STP workflows and real-time data sharing between all your Front, Middle and Back office teams. PERFORMANCE OPTIMIZATION Steer your performance and mitigate risks thanks to decision making tools based on IBOR real-time calculation engines (simulation, ex post and ex ante market risk monitoring, performance analysis, stress tests) REGULATORY COMPLIANCE Benefit from an embedded library of pre-configured ratios to monitor your regulatory and statutory commitments in pre and post trade CUSTOMER REQUIREMENTS COMPLIANCE Take advantage of a flexible and scalable rules engine to ensure compliance with customer requirements – in terms of risk-taking, asset allocation, blacklists, etc. and automate customized reports generation for each customer

Sage Intacct, a cloud financial management software that is highly rated for growing businesses of medium size, is Sage Intacct. It offers powerful automation and innovative technology to help businesses scale. Sage Intacct includes all core accounting applications including general ledger and accounts payable, accounts receivable, order management, cash management, and order management. It also features built-in reporting and dashboards. These include time and expense management as well as project accounting and revenue management.

The BUCS®, Budgetary control System is a fully integrated True Fund Based Accounting System that meets the specialized needs for government, nonprofit, or utility operations. The BUCS®, a simple-to-use system that simplifies your daily tasks, streamlines processes, provides control, insight and security that help you save time and money. All this is backed up by a level you can trust. The BUCS®, a real-time processing environment, allows records to be updated instantly with each transaction. All editing and cross-checking are performed instantly to ensure accuracy. Standardized financial statements can easily be customized to meet your specific requirements. BUCS®, which is modular, allows your organization to customize and create your system to meet specific needs.

Pulse by AssetBook, a portfolio management system that is intuitive, user-friendly, and built with an open API, is attractive. Pulse is easy to integrate with other software. It allows you to interact with all the integrations of your firm in a meaningful manner. Pulse offers a firm dashboard that allows you to monitor your business's metrics, AUM and revenue growth over time. Your Pulse dashboard allows you to easily and intuitively monitor your top investments and global allocation.

Your website, web forms, account page, and website represent your company. Customers will feel safe and secure under well-designed software and beautiful design. Booking tools that are simple, efficient, and easy to use for business. Sales, leads management, emails and chat. Beautiful chatbot and engagement forms. Beautiful landing page to showcase your ads. Notify customers via SMS Auto booking allows you to increase your sales. Do you want to increase your conversion rate? A seamless booking process will impress your customers. The best web forms for your moving company. Mobile-friendly, beautiful, organized client portal. Sales & client management. Invoice, emails, SMS, automation. You can trust and be trusted with polished, gamified web forms. We want to increase your conversion rate. Software for crate rental or supplies delivery.

ParishSOFT Accounting's single web-based platform provides dioceses with real-time integrated financial management and optimized support. Fund accounting is affordable and easy to use. It's specifically designed for diocesan schools and parishes. ParishSOFT Accounting gives your organization a common platform down to the school and parish levels. Each module of ParishSOFT Accounting is easy to use and shares the same database. This eliminates the need for parish staff members to manually create accounting reports. Your diocese has instant access to all the accounting information for each parish. It's only a click away from any Internet enabled device. With ParishSOFT Ledger & Payables, you can instantly access financial information for your church or school from any smartphone, tablet, computer, or desktop. You can track bills, budgets, journal entries, budgets, projects, restricted money, journal entries, and deposits for every department, project and committee easily.

Find out why thousands of organizations around the world trust our cloud service solution to manage investment data. A single platform for investment accounting and portfolio reporting. All powered by automated data aggregation, reconciliation, and daily data. Every day, we work to make our clients successful. We don't focus on accounts; we work with people. We are not your vendor; we are your team's extension.

Include all employees in the budget cycle. You can keep things moving by using repeatable processes. To get you started, you can easily copy last year's budget. Plan for the next year, track progress and use comparative reports to forecast year's end. Manage the billing of customers for services and goods provided. Invoices can be created, received payments and credits or refunds issued. You can print customer statements and invoices at any time. You have complete control with configurable access and permissions. Flexible chart of accounts setup. Access your data conveniently--anytime, anywhere. Web-based software supported by modern data infrastructure. Daxko is 100% PCI DSS compliant. All support and maintenance are included. To view financial stability for your entire association, by fund, branch or department, or program, generate key reports. Audit the general ledger to assess budget success and accuracy.

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

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.