Best Private Equity Software for Freelancers

PreIPO®, a global fintech brand, is innovative. This disruptive platform for private equity is designed to maximize distribution, maximize liquidity, and democratize capital formation for investors, intermediaries, issuers, and issuers. PreIPO is a hub that allows Investors (accredited buyers & qualified purchasers, both on-shore & off-shore/family office), to view and seamlessly transact in preIPO deals. We work with financial service industry professionals, such as investment bankers and broker-dealers, private capital, hedge funds, venture capital, and private equity to list their offerings. PreIPO platform provides cutting-edge technology, proprietary tools and insights that optimize distribution, maximize liquidity, and democratize capital formation for investors, intermediaries and issuers.

With just a few clicks, you can collect, analyze and present ESG data for your portfolio. Send out data collection requests and receive automatic reminder notifications. Simple tools to measure greenhouse gas emissions (carbon). Analyze trends using scorecards, insights and visualizations. Comparing specific indicators with industry datasets will help you assess performance. Industry-specific indicators that are based on most important issues. Send highlights of the ESG performance of your portfolio via email. We work with financial institutions including impact investors, private equity and venture capital firms, pension funds and development finance institutions. Please contact us to learn more about the customer references we have. Designed to meet the growing ESG requirements of private investors. Experts in the industry have designed this solution to handle large amounts of data and provide meaningful insights and analytics for reporting.

DealFlow is a one-stop platform for high-net worth clients to access alternative investments. Review funds and investment opportunities, and then enter structured workflows and documents that will enable investors to take part in deals with just a few mouse clicks. The investor experience has been designed to be simple and easy to use. Smart forms for investor onboarding that include real-time document checks and streamline KYC reduce the possibility of errors to almost zero. DealFlow provides Finra-regulated agents with the fastest and most efficient method to buy and sell securities on behalf of clients. Katipults eSignature Technology ensures KYC checks and fully transparent documentation. Compliance workflows have been baked into the platform.

Build relationships with business leaders, wealthy individuals, and alumni to drive your organization's growth. A platform designed for exceptional insights into people. Global coverage, predictive analysis, and strategic relationships models are used to identify, develop and deliver unique growth strategy. Our platform can help your organization reach the people who matter most to it. Find the most recent data, human-refined to be relevant. Access unique insights that can be scaled to any volume. Learn about people and companies in depth. Discover granular information on donations, transactions and more. Discover the best ways to connect with your target individual using our unrivaled mapping of relationships. Discover hidden relationships and how to connect with key people. Discover relationship strengths and strengthen connections within your network. Create personalized outreach to engage the people who are most important to you.

FIS Private Capital Suite, our award-winning private fund accounting software, reduces costs, errors and pressure on your staff. It unifies fragmented information, automates complicated processes and supports smarter reporting. Our experts provide training and technical support to help you maximize your investment. Discover private equity accounting software that will help you prepare for the future. Automate private equity fund accounting and streamline accounting across complex fund structure. Use advanced data visualizations for alternative and traditional portfolios. Flexible fund accounting configurations allow for both simple and complex structures. Learn how FIS can help take control of your digital banking today and in the future.

Options is on a mission transform the financial sector technology. We are not market participants, but the No. We are the No. 1 provider of IT infrastructure for global Capital Markets firms, supporting them and their ecosystems. We are proud to offer high-performance managed trading infrastructures and cloud-enabled managed service to more than 550 global firms. This provides an agile, scalable platform with an Investment Bank-grade Cybersecurity wrapper. Our clients include global investment banks, hedge funds and funds of funds, as well as brokers, dealers, private equity houses, exchanges, and private equity houses. We support these clients daily in over 20 countries. We are available at all hours of the day and can help you no matter what time it is. We have offices in eight major cities: New York, Toronto and Chicago, London, Belfast and Hong Kong, Singapore, Auckland and Singapore. This allows us to provide services both onsite as well as remotely.

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.