Best investory.io Alternatives in 2024

Find the top alternatives to investory.io currently available. Compare ratings, reviews, pricing, and features of investory.io alternatives in 2024. Slashdot lists the best investory.io alternatives on the market that offer competing products that are similar to investory.io. Sort through investory.io alternatives below to make the best choice for your needs

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    Agora Reviews

    Agora

    Agora

    $599 per month
    We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements
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    AccountsIQ Reviews
    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.
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    Affinity Reviews
    Affinity provides the insight you need to grow your most important relationships and uncover untapped business opportunities. Its patented technology structures and analyzes billions upon billions of data points from your team's digital communications. Affinity helps teams manage their networks and increase deal flow by unlocking key decision-makers and autopopulating pipelines. Affinity also provides context to your contacts so that you can always see who has spoken to whom and why. Affinity is a tool that allows you to gain deeper insights into your network, and eliminate manual data entry in any industry that relies on building strong relationships.
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    Ledgy Reviews
    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.
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    VESTBERRY Reviews
    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.
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    Kushim Reviews
    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.
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    Relevant EquityWorks Reviews
    Software for Fund Accounting. Software for Investor Management. Track contacts, third-party representatives, interactions, and investors. Fund Administration Software. Software for managing fund entities, closings and commitments, capital accounts and transactions. Portfolio Management Software. Portfolio Management Software allows you to manage all aspects of your holdings including portfolio companies, properties, securities, revaluations, and shareholder tables. Investors deserve transparent quarterly reports and detailed notifications via a secure portal. Issue detailed ILPA calls and distribution letters along with industry-standard quarterly reporting. Your LPs have secure 24/7 access to fund documents via their smartphones, tablets, or everyday browsers.
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    Rundit Reviews

    Rundit

    Rundit

    $299 per month
    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.
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    Altvia Reviews
    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.
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    Venture360 Reviews
    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.
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    Quoroom Reviews

    Quoroom

    Quoroom

    £9 per month
    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!"
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    AngelList Reviews
    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.
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    Asset Class Reviews
    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.
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    eFront Reviews

    eFront

    eFront, a part of BlackRock

    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.
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    Proven Reviews
    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.
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    Flowlie Reviews

    Flowlie

    Flowlie

    $40 per month
    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.
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    Atominvest Software Reviews
    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.
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    Diligent Equity Reviews
    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.
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    Anduin Fund Subscription Reviews
    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
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    WOWS Investment Portal Reviews
    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.
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    Carta Reviews

    Carta

    Carta

    $2,800 per year
    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.
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    Zapflow Reviews

    Zapflow

    Zapflow

    $199 per month
    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.
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    8vdX Reviews
    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.
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    Unicorns Club Reviews
    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.
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    Platvix Reviews
    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.
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    Foundersuite Reviews

    Foundersuite

    Foundersuite

    $44 per month
    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.
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    Visible Reviews

    Visible

    Visible

    $79 per month
    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.
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    FolioSure Reviews

    FolioSure

    Acuity Knowledge Partners

    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.
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    4Degrees Reviews
    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
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    WealthBlock Reviews
    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.
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    Funden Reviews
    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.
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    TheInvestorNet Reviews
    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.
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    SharePad Reviews

    SharePad

    Ionic Information

    $36.99 per month
    SharePad is a platform that provides all-in-one information for private investors and traders. It offers in-depth data about everything, including shares, funds, and ETFs, across the UK, US, and Europe. Your subscription includes live updates from UK Alliance News, RNS, as well as access to powerful stock screening tools and portfolio management tools. There are many investment opportunities available. We created the Single Page Summary to help you find the best investment opportunities. The Single page summary displays all key information about a stock or fund, investment trust, ETF, or other asset on one scrollable page. This gives you a quick overview of the stock, fund, investment trust or ETF before you dive into the more detailed analysis in SharePad. You can set the single page to a full-screen view or a split screen view to quickly browse through a portfolio or watch list. You can even create your own custom mode to display the information that you need.
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    Vestlane  Reviews
    Vestlane is a new platform that offers a solution for fund managers, service providers, and investors who are tired of manual work, errors, or wasted time. We help funds with digital fundraisers, investor onboarding and marketing, as well as fund operations. Our platform simplifies investor onboarding and helps funds attract investors through a seamless experience. Enjoy peace of mind by automating KYC/AML check, monitor fund progress with detailed insights, collaborate with investors via secure data management and track payments.
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    Verivend Reviews

    Verivend

    Verivend

    $750 one-time payment
    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.
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    Seraf Reviews
    You will gain powerful insights that will help you make better decisions and make smarter investments. Keep track of capital commitments, calls, and fees. Update valuations quickly. From entry to exit, manage your holdings using one web interface. Seraf will guide you through a few simple steps to get your portfolio running quickly. In no time, you can get an overview, gain insights, and generate reports. Seraf was designed by active early stage investors who have over 25 years of experience in fund management and fund creation. It efficiently addresses the complexities of today’s early stage investment landscape. Seraf was specifically designed to meet the needs and requirements of early stage investors. It provides the tools you need to efficiently manage your portfolio.
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    Venturelytic Reviews
    Do more deals, better. Multiple scenarios can be modeled in a matter of minutes. No more hassle with return schemes and cap-tables. Venturelytic keeps your records current and allows you to quickly assess how different scenarios will impact your stake and return. With key deal information at your fingertips, you can quickly react to new information during negotiations. Accelerate business growth, and increase returns. Our analytics module allows you to quickly evaluate target and portfolio companies. Our datahub automatically collects data about the most important business drivers to support your intuition. You can dig deeper to gain insight into the factors that determine business success. Spot opportunities quickly. Venturelytic's data power allows you to spot potential opportunities and pitfalls quickly. Start monitoring investments proactively and building your own investor intelligence system to boost returns.
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    Aumni Reviews
    The most accurate investment data to help you master the private capital markets. Aumni provides instant access to the most reliable legal and financial insights across your portfolio. It is sourced directly from executed legal agreements and triple-checked by venture experts before being analyzed by AI. Aumni has an unprecedented amount of private capital investment data. Many investment firms have hundreds or more co-investors. Aumni allows you to instantly access the powerful network of current and past investors to help you guide your investment strategy. You can quickly develop fund-level performance analytics and generate equity financing summaries automatically for each investment in your portfolio. Aumni allows you to access deep portfolio analytics with just one click. Select key data points to share and develop institutional-caliber reporting for LPs of all sizes.
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    UNTAP by EXM Reviews
    UNTAP is the next generation of portfolio management and value creation for Private Capital Markets. UNTAP Portfolio Management allows you to consolidate your financial results, create value planning and ESG metrics. - Greater confidence in achieving growth in Earned Value - Greater confidence in achieving sustainable returns. - Increased transparency between shareholders and investors It combines the power of portfolio monitoring, value-creation planning, and ESG tracking into one flexible solution. You can combine ESG metrics with portfolio monitoring and your VCP to measure, benchmark and improve sustainability goals. This will allow you to clearly show your stakeholders the positive changes that have been made to drive sustainable growth.
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    Totem VC Reviews
    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.
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    EquBot Reviews
    EquBot AI with Watson assists asset managers navigate the exponentially growing data. EquBot AI with Watson creates explainable and customized AI-powered portfolios as a service (PaaS), indices, and signals that help them navigate the increasing amount of data. EquBot AI with Watson transforms data to better investment outcomes for other asset owners and insurance companies through explainable and customized AI powered portfolios as services (PaaS),indices, and signals. EquBot's custom AI portfolios, indexes, signals, and signals with Watson can be used to not only keep pace with, but also to thrive in an ever-changing world of data. EquBot AI with Watson enables you to harness the power of EquBot AI to build, monitor, and adjust client portfolios in order to help them reach their goals. Personal Investors can harness EquBot AI with Watson's power to transform data into better investment outcomes using AI Powered ETFs.
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    Optimizer Reviews

    Optimizer

    Synertree CMS

    $220 per month
    Set up asset allocation rules to ensure that your portfolio runs as planned. Adjust investment portfolios to reflect the total risk and individual asset risk levels. Optimize portfolio asset allocations based on risk and risk-adjusted returns metrics. Reduce your infrastructure costs to zero. Portfolio managers can quickly initiate and scale up immediately. All this while keeping overhead costs low. Maintenance and updates are automated. You can manage your portfolio management with less headaches and more power. Without warning, risks can occur. To keep your portfolios under control, you need to use a systematic risk management strategy. The risk engine provides automatic updates on the dollar amount at risk. Portfolio managers can monitor portfolio volatility, asset price risks and other factors on the dashboard instead of trying to approximate risks. Our capital management software is designed with your clients in view.
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    Venn by Two Sigma Reviews
    Venn by Two Sigma helps investors adopt a modern, quantitative approach for multi-asset portfolio risk management and investment decision-making. Streamline your investment evaluation and work with your team. Venn's intuitive interface and factor-based risk approach are designed to help investors identify portfolio risks and position the portfolio for future goals. You can compare managers against your objectives using traditional risk indicators with the addition factor analysis. It takes a set of returns. You can use the Two Sigma Factor Lens™ to better understand the underlying risks in your portfolio and then run optimization analyses on it based on your company's constraints. Venn can help minimize uncompensated and unwanted risks, understand how changes in strategic asset allocation affect expected performances, optimize existing investment allocations, as well as take action to minimize them.
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    VISE Reviews
    Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.
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    CircleUp Helio Reviews
    Our platform was created by investors for investors. It uses longitudinal data and algorithms to help you find consumer goods brands that match your investment thesis. Access our brand and comparative performance analysis to ensure you only reach qualified prospects. To gain a better understanding of brand strengths and weaknesses, you can analyze multiple sources of product reviews and social commentary to strengthen your convictions. To add strategic value, you can access historical data and comparative insights across multiple business performance areas. CircleUp is your strategic partner. We can help you with follow-on investments and we have the strategic experience from working with more than 100 CPG portfolio companies. Provide unique insights to portfolio companies that may be of benefit to them in their growth.
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    Agilis Investment Management Reviews
    Agilis Wealth Management's philosophy is to help you manage the wealth of your clients, and in the process create more wealth for them and yourself. Agilis Wealth Management understands that you want to add that extra touch to client relationships. Agilis WM gives you a 360-degree view of your investors so you can manage them in the first degree. Portfolio Rebalancing - helping you get back on track with Trade Recommendations. Trade Order Management - a workflow designed to be easy and fast so that you can keep up with the markets. Risk Management - Compliance with regulatory and internal policies and limits. Analytics - Provides vital technical analysis. Model Portfolio - Benchmarking to indices and your own models.
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    Global Predictions Reviews
    Global Predictions builds the only commercially-available digital twin of the global economy. It provides policymakers, corporations and investors with unbiased insights and tools that help them understand shifts in the economic landscape, manage their investment portfolios, identify risks and forecast the future. Its proprietary Recommendation engine is built by leading machine learning engineers and quantitative economists to hyper connect and draw connections between millions of diverse data stream, macroeconomic models, simulations. The same engine is used to power PortfolioPilot, a free multi-asset platform for retail investors.
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    Marketlog Reviews

    Marketlog

    Myfxbook

    $6.67 per month
    Marketlog is a product of a project that has been meticulously designed and developed over a period of 2 years by the team that created Myfxbook.com – the leading forex portfolio service. Marketlog has been built from the ground-up to match the quality of our users' experience over the last 15 years. The service is free (with paid plans also available) and allows you analyze and compare your portfolio of stocks in a completely automatic way. It is also very easy to use and allows you to track trading portfolios across different brokerages. (Over 10,000 supported!) You can view all your stock portfolios in one dashboard, and you can even see other traders who share their stock portfolios with you! We've invested more than $3,000,000 in research, development and we hope you like the results as much as us. We are constantly adding new features to the service!
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    PropertyDirector Reviews
    PropertyDirector.com.au is a one-stop digital platform for property investors. Our platform offers: 1. Digital bookkeeping system that allows you to keep accurate records and transactions about your property portfolio. It is simple to use, but it is comprehensive. 2. This forecaster tool allows you to project the future value of your property portfolio for up to 10 years. 3. Access market activity reports to see the latest trends in Australian suburbs. 4. Access to research reports, including detailed demographic information for each suburb and property data for all properties throughout Australia. We can help you onboard by helping you to add your first set of properties for free. We are committed to long-term improvement of our platform in order to meet the needs of property investors. Professionals with extensive experience in property investing, project management and web/digital platforms own and operate the business.
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    LienApp Reviews
    VADAR®, is the industry leader in revenue recovery and tax lien servicing software. We have 20+ years of experience in tax lien management, both on the government's "sell" side and the investor "buy" sides. This allows us to revolutionize the way private investors manage their tax liability portfolios. VADAR®, tax lien applications have processed and managed more that $2 Billion in tax lien investments and redemptions. Our future-proof, enterprise-grade LienApp®, tax lien software, combined with our expertise and award-winning customer support will save you time, effort, and money. Our cloud platform provides secure 24/7 access to your portfolio from any internet device.