Alternatives to Visible

Tractivity stands out as the leading stakeholder relationship management (SRM) software in the UK, consolidating all one-to-one engagement and communication into a unified platform. Extensively utilised across both public and private sectors, Tractivity provides global organizations with the means to effectively manage projects while fostering trusted relationships with communities and stakeholders. Tailored to enhance efficiency and promote impactful stakeholder engagement, Tractivity addresses challenges such as siloed working, suboptimal engagement management, insecure data storage, and fragmented data. Empowering you with a comprehensive suite of tools, Tractivity enables the creation of influential communications. Seamlessly execute successful stakeholder engagement projects and consultations from inception to completion by leveraging a single source of truth.

All stakeholder engagement activities can be managed from one platform. Additional modules can be added to strengthen governance, environment, and social areas. Borealis' Stakeholder Engagement module gives you the tools to create more effective engagement plans, strengthen relationships with stakeholders, and align processes with industry best practice. To simplify your day, the Stakeholder Engagement module centralizes all stakeholder information and makes it easily accessible. Build stakeholder trust with a proven methodology Plan Connect engagement strategy to execution. The mapping tool in Borealis makes it easy to analyze stakeholders to prioritize the allocation of resources. Engage Communicate with stakeholders in a more relevant and timely manner. Borealis uses AI-driven machine learning to keep records clean and up-to-date. Measure Prove compliance with ever-evolving standards. Borealis lets you easily track and progress, generate reports and documentation, and demonstrate the impacts of your efforts.

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.

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!"

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.

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.

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.

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.

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.

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.

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.

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.

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.

StakeTracker is a purpose-built, advanced stakeholder information management solution that helps public consultation professionals manage communication with communities, stakeholders, and the general public. It is simple to use and can handle all the "curve balls", which may arise from the public consultation process. Our web-based, powerful stakeholder management software allows organizations to keep track of their projects by centrally managing all communications about the potential impacts of initiatives on communities. StakeTracker stakeholder management software allows organizations from many sectors to efficiently manage and report on their stakeholder communication.

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.

Some of the most prestigious Tier 1 VC firms in Silicon Valley trust Proven. It shouldn't take much to find the right companies to work for you. Proven helps you build relationships with trusted suppliers and vendors that will help you make quick buying decisions. Proven is the answer.

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.

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.

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.

Our AI-powered investment eco-system, designed to help you scale quicker, will help you perfect your pitch, connect and raise funds with ease. Upload your deck to gain access to AI-driven investment intelligence. Connect with the right investors and secure your next investment. AI-powered insights and strategic connections will revolutionize the journey of your startup. Data-driven metrics can be used to rank your startup, analyze the market position, and enhance your investment story with precision. Our platform combines robust analysis of data with competitive benchmarking in order to provide you with metrics that are important. Enhance your pitch by incorporating insights that not just highlight your strengths, but also show your market position. This will make you an irresistible investment for investors. Our advanced AI algorithm analyzes tens of thousands of data points in order to match you with investors that are perfectly aligned with your vision and requirements.

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.

The StakeholderCircle®, which is designed to improve the management of an organizational activity, business unit, or project's stakeholder group, is to the benefit of all stakeholders. It is a proven method that is supported by powerful, easy-to-use tools. You can preview the Excel spreadsheet or word template to see how effective this stakeholder management method is. We have created a range of integrated products and services to assist you in creating a stakeholder management and mapping system for your company. Our system includes: The SRMM® model to help you baseline and grow your organization’s stakeholder management maturity. A range of stakeholder paper are available for free download in the published papers section. We also have a stakeholder blog that discusses stakeholder management topics.

Management of stakeholder and community engagement. Non-profit and government organizations can use this tool to track, analyze, report, and report on stakeholder interactions and engagement. All stakeholder interactions can be captured, tracked, managed, and taken action on. A current source of information about all stakeholders, interactions and issues, sentiments, actions, and the interrelationships between them. You can run reports on the information that you need, whenever you need it. You can create unlimited projects with no hassle. Tailor your engagement process, language, and terminology. Consultation Manager, a community and stakeholder engagement platform, allows you to build a comprehensive stakeholder knowledge base across projects or community consultations. Consultation Manager allows you to record, track, analyze, and report on all of your stakeholder or community engagement interactions. Segment your data by projects, phases or sites, teams, and many other options.

Organizations can gain a competitive edge by gaining trust from stakeholders. Firms can identify risks and focus their strategies to maximize benefit. They can also develop initiatives that help them weather trust erosions. Data-driven data can help you build trusting relationships with your stakeholders. StakeWare's prescriptive platform provides insights that you can use to make decisions and give you advice to help you prioritize your next steps. Find out which stakeholders are most engaged, identify risk and opportunity, and use data points for better decisions. StakeWare offers stakeholder risk management solutions based on the Salesforce1 platform. Over the past 15 years, StakeWare's cloud infrastructure has been refined and now powers more than 100,000 businesses and 2+ million users every day. This means that you don't need to pay a subscription in order to access the software via a web browser.

Darzin, the best tool for engaging stakeholders in the world, makes it easy to manage them. It's also extremely easy to use. It takes just a few clicks to understand, manage, and engage all your stakeholders. You don't need to have a large team to manage your project's relationships, interactions, feedback and sentiment. Easier planning. A more effective consultant manager. You can see who knows whom, what they have been saying, how they feel about particular issues, and what conversations you have had with them (and their entire company). You can also create your own fields to capture more information, such as stakeholder analysis results and stakeholder mapping results. It's stakeholder engagement done smarter.

The world's largest database of journalists and influencers will help you find the right tools to make your communications more effective. All the information you need to understand who is important and how to engage them, then send content, track results, measure social media impact, and analyze effectiveness. Access the most influential media list in PR. You have direct access to over one million journalists and influential people from nearly 200 countries. This allows you to connect with the most important people in your topic, organization, or story. Smart listening and evaluation tools can help you understand how journalists and influencers have received your story. Monitoring allows you to keep up with the latest news and coverage across broadcast and print media, as well as social media.

It is more important than ever to put people at the center of your decision-making. Data-driven decisions can improve outcomes for both communities and stakeholders, from local authorities to healthcare providers. Civica Involve, our digital community engagement platform, makes it easy to create engaging websites, conduct surveys, and analyze real time data to support your decision-making. Our smart engagement platform supports customers in the public sector. It helps you increase community participation as well as understand the feedback you get. Civica Involve makes it easy to access and manage all engagement functions through an intuitive interface that is accessible even for non-technical users. Our comprehensive suite includes over 40 analytics, feedback, and engagement tools that make it easy to create unique engagement projects.

Unicorns Club revolutionizes fundraising by moving away the exhausting search for investors. Instead, we empower our founders to focus their efforts on what matters most: developing products and sales. We believe that startups will thrive in a world of value, not volume.

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.

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.

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.

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.

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.

Funden's unique tools and services will help you raise capital faster and more easily. Fundraising is full-time work. You already have a full time job, which is growing your business. Funden can help you raise your next round so you can focus on your startup while investors come to your door. We will do the research, outreach and introductions, so you can focus on your growth. VCs are exposed to hundreds of deals every day. Funden can automate your outreach to help you win the numbers game. Smart money wins. We will identify, target and engage VCs who are strategic partners for your startup's next phase. Our finance team will help you to prepare your financial models, projections and company valuation. Hundreds of global investors, including family firms, angels, and VCs. Fast-growing startups that don't have the time to do grunt work. Venture scale companies that have the budget to hire an outside fundraising partner.

Our IR websites are fully branded and compatible for all smart devices. They are easy to use with built-in SEO features to increase ROI. Market Media Connect handles all SEC filings, stock information display, and you don't have to worry about it. Market Media Connect has a dedicated customer service department. Our customer service representatives are available to assist you 24 hours a day, seven days a week. Market Media Connect provides services that are a culmination of years of experience and hardwork. We understand your business needs and can help you get to the top with an integrated business plan. We create a unique and user-friendly investor relations site that will help you establish your brand identity and brand image. Market Media Connect is a leader in strategic marketing plans that guarantee sales or profit ratios.

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.

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.

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.

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.

Simply Stakeholders provides a single source for truth for your entire team. It is also very easy to use. Simply Stakeholders will make it a powerful, yet simple tool for stakeholder engagement. One that your entire team can work together on, no matter where they are or what device they use. Simply Stakeholders is extremely easy to use. It doesn't take half of your week to maintain it or have an IT team to help you. You can just pop in whenever you need to add or check information, and then come back when you're done. Functionality includes stakeholder analysis, stakeholder mapping, tracking interactions with stakeholders, issues tracking, task management, email outreach, online forms, map views of stakeholders or issues, complaint management, qualitative analysis and reporting. Simply Stakeholders is the relationship management platform your team will actually want to use since it is so easy, saves them time and gives them powerful insights that help advance their work.

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.

Collaboration and the ability to connect is crucial to the success and sustainability of any project or organization. The management of your client activities and data is an important part of any business or project. It is becoming more difficult to find the time and resources to manage all this information and make it work for you. There is a better way to share, connect and innovate. X-Info Connect, a fully configurable software solution, allows your business to collaborate and connect. X-Info Connect integrates the core functions of stakeholder management and project management into a unified knowledge solution. It makes it easy to store, track, analyze, and track information within your business. X-Info Connect, a registered and Australian-made product, is certified. X-Info Connect makes it easy to monitor and manage your business processes.

Quorum's public relations software allows you to map, track, modify, and report on all aspects of your policy landscape. With an all-in-one platform, you can map, track, change and report on your entire policy landscape. You will never miss an opportunity to mention your issues in legislation, dialogue, or documents at the Federal, States, and European levels. This is your one-stop shop for managing your contacts, building new relationships, and engaging with stakeholders.

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.

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.

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.

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.

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.

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.

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.