Best Finance Software for Affinity

Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution

Build models 10x faster, connect them directly to your data, and share them with interactive dashboards and beautiful visuals. Causal's formulas are in plain English— no cell references or obscure syntax and a single Causal formula can do the work of 10s, and even 100s of spreadsheet formulas. Causal's built-in scenarios feature lets you easily set up and compare what-if scenarios, and you can work with ranges ("5 to 10") to understand the full range of possible outcomes of your model. Startups use Causal to calculate runway, track KPIs, plan employee compensation, and build investor-ready financial models for fundraising. Generate beautiful charts and tables without spending hours on customisation and configuration. Easily switch between different time scales and summary views.

Fundra is a comprehensive platform designed for modern venture fund managers to automate FundOps™ and gain deep insights into their portfolios. It provides a single source of truth for managing portfolios, funds, and LP and founder reporting, all within one unified system. The platform offers real-time portfolio monitoring, fund management, and AI-powered LP reporting that saves time and reduces errors. With powerful analytics tools, users can perform ad-hoc analyses without relying on spreadsheets. Fundra also includes smart document storage linked to data sources and enhanced by AI search capabilities. Built for collaboration, Fundra helps teams stay aligned and scale fund operations efficiently.

Bring speed, clarity, and cohesion to ESG & impact investing with the only purpose-built ESG engagement tracker for asset managers. Build the narrative & demonstrate stewardship in the fewest steps possible with a purpose-built solution for sustainable investing, IR, and compliance teams. Avoid data silos & inefficiencies of spreadsheet-based tracking. Centralize proprietary & 3rd party data for faster outcomes. Unburden SI, IR, & compliance teams of cumbersome reporting. Standardize practices & sign-offs to easily provide disclosures & reports. Ready out of the box. Customize to fit your process. Scale with the only purpose-built solution for asset managers. Teams view individual engagement stories and track the entire engagement lifecycle, from objective to meeting to proxy to the outcome, all in one place. Report by portfolio, indicator, timeframes, and any data points relevant to your engagement reporting. Show that you are adhering to regulatory requirements.

Plan and analyze revenue & finance for predictable impact. Connect your dots, form the equation, and achieve your goals. With Exopen, as a CFO and controller, you get everything you need to streamline your financial reporting, improve budgeting & forecasting processes, and create clear and insightful analyses for your stakeholders. With Exopen, you can work with modern and data-driven functionality that streamlines your budget and forecast process with integrated analysis in Power BI. You quickly get a total overview and higher precision in your budget, saving time. You always look at quality-assured data from your ERP, leading to faster insights for better strategic decisions about the business. Choose modules according to your needs to create a tailored budget and forecast process. With our planning tool, you can work with both account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis.