CalibreRMS Alternatives

Midaxo’s M&A deal management solution was developed specifically to address the challenges of corporate development teams. Instead of using multiple, unconnected tools, making deal sourcing, progress tracking, document management, and reporting difficult, with Midaxo+, frequent acquirers can manage all deals in a single platform, enabling better visibility, collaboration, and outcomes. Product highlights include: - Pipeline Management: database of deals, pipeline visualization, tracking contacts, documents, and communications - Process Management: templatizing, standardizing, and tracking tasks throughout deal sourcing - Buy-Side Virtual Data Room: managing information requests/disclosure between buyer and seller in due diligence; making docs available to stakeholders in post-merger integration - Data Security: certified organization-wide for ISO 27001 information security standard

enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.

Bipsync brings your entire research process together in one powerful, integrated and intuitive platform. Proven to enhance productivity, boost collaboration and simplify compliance, the Bipsync Research Management Platform is obsessively designed to help professional investors manage and accelerate their research.

Dynamo Software’s mission is to be the leading global, end-to-end cloud software platform for the alternatives ecosystem, serving the information sharing and analytical data needs of our constituents. Since 1998, the company has been providing industry-tailored, highly-configurable investment management, reporting, and data management cloud software solutions to the global alternative investment industry. The Dynamo™ platform has improved the productivity across the alternatives ecosystem, including CRM, fundraising, deal management, research management, investor servicing, portfolio management, and compliance teams worldwide. Dynamo has a global footprint with operations across North America, EMEA, APAC, and UAE. For more information, please visit DynamoSoftware.com.

Verity is the only investment research & data platform that embeds differentiated insights into a modern research workflow. Power differentiated research at the speed of modern investing with one platform combining best-in class idea generation, workflow, & productivity tools. Analysts surface differentiated insights with proprietary data structured for your success & insights from Verity analysts. Verity integrates better than any solution. When it comes to your process, it should be your way or the highway. With Verity, investment professionals get clean, accurate, and structured intelligence. Pushed to you regularly via email or custom feeds. Valued by customers as an enhancement to their in-house analysts, the Verity team of analysts issues 100s of proprietary reports every year.

Fight information overload with our AI-powered research platform. Spend less time searching, and more time analyzing, with natural language processing and automation that turbocharges your research process. Our integrated research Notebook enables your team to seamlessly collaborate with each other. Generate alpha from linguistic and alternative data by finding information that others miss. Fight information overload. We process millions of data points and surface the information that you need to stay ahead of the markets. Sentieo helps you capture alpha-driving insights from news, filings, market trends, historical analyses, documents, notes, fundamentals, estimates, and more from external sources and across your team. With all of your information centralized to a single workspace, Sentieo can uncover insights that give teams an edge.

The illumin Knowledge & Research Management System collects, records, quantifies and precises queries and answers provided to staff and clients. It is the perfect tool for knowledge and research management. Easy to customise, it will suit the uniqueness of every library's reference workflows. The automatically built knowledge base becomes an audited, comprehensive, and searchable database of relevant information that can be easily shared. Effortlessly manage the vast amounts of knowledge flowing through your organization and let that information be discovered and delivered anywhere, and anytime. Softlink’s Liberty and illumin make information available to your users and lets your library lead the way into the future. illumin is the perfect tool for knowledge and research management as it collects, records, quantifies and précis’s queries and answers provided to staff and clients.

Ripple is a web-based software solution and active registry that facilitates the recruitment and management of research participants for clinical, translational and social science studies. Built from the ground up by researchers for researchers to truly transform participant workflow, Ripple is an end-to-end research participant management software that accelerates the entire research life cycle. Applying technology to solve patient recruitment and retention challenges, the #1 reason cited when clinical trials fail. The success of clinical trials and translational studies greatly depends on the ability of research teams to meet enrollment targets on time and on budget. Ripple Recruit empowers research teams with the automation tools and analytics necessary to accelerate the recruitment processes and maximize the likelihood of study success. Ripple Recruit provides critical insights into your recruitment campaign and workflows, including what sources are most effective.

Fibi is a cradle-to-grave eRA solution, designed specifically to accommodate the procedures and complexities of research administration and compliance management needs of research and higher education institutions of varied sizes. Fibi is a comprehensive electronic research administration suite to normalize and facilitate complex administrative procedures involved in managing funded research. Fibi enables seamless integration of extensions and external systems. Powerful enterprise-class middleware built specifically for rapid development. Independent Modules can be enabled in the system as and when needed. A native app to serve and connect your key users to research administration. Fibi comes with a gamut of pre-packaged reports that best serve the research institutes.

Zotero is the only software that automatically senses research on the web. Need an article from JSTOR or a preprint from arXiv.org? A news story from the New York Times or a book from a library? Zotero has you covered, everywhere. Zotero helps you organize your research any way you want. You can sort items into collections and tag them with keywords. Or create saved searches that automatically fill with relevant materials as you work. Zotero can optionally synchronize your data across devices, keeping your notes, files, and bibliographic records seamlessly up to date. If you decide to sync, you can also always access your research from any web browser. Zotero lets you co-write a paper with a colleague, distribute course materials to students, or build a collaborative bibliography. You can share a Zotero library with as many people you like, at no cost.

Dasseti provides software solutions dedicated to the due diligence and monitoring of asset and fund managers. Dasseti offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: digitized due diligence questionnaires engine, automatic flexible responses flagging and scoring engine, research management, reviews management, CRM, collaboration, workflows, external managers portal, analytics.... Our goal is to help, through digitization and automation, investors and investment consultants increase efficiency of their fund due diligence and monitoring processes. Dasseti solutions support investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurances and banks selecting or monitoring managers across asset classes (equities, fixed income, hedge funds, private equity, real estate, infrastructure..).

Pillar science provides software tools specifically designed to facilitate your research management. We help you and your team focus on your research. Pillar Science is easy to set up. It brings your tools together: enter data in spreadsheets, type protocols in word processor and communicate in real time. It is designed to cover all your research needs so do not have to duplicate information anymore. We use well-established security practices to encrypt and securely store your data where you want. Your data are automatically backed up. With Pillar Science fine-grained authorization system, you decide who has access to your data. Pillar Science helps your team use standard methods and SOPs for your research. Leverage electronic signature and FDA 21 CFR part 11 compliance to conduct GxP research. Decide where you want to store your data to ensure regulatory compliance.

We provide data to power your workflow, analytics to help you outperform, and insights to give you perspective. FactSet helps over 6,000 financial services firms address their most pressing challenges such as optimizing technology costs, building integrated workflows, mitigating risk, and creating efficient data governance throughout an organization. Over 160,000 investment professionals trust our comprehensive data feeds, desktop analytics, web and mobile applications, and white-glove client service to transform the way they discover, decide, and act on opportunity.

WebVision is a highly-secure, fully customizable cloud-based website content management system (CMS) and investor portal platform used by asset managers to address the demands of their clients for access to fund marketing materials, account and fund-level performance data, and other reporting requirements. WebVision is deployable as a fund or investor reporting module connected to an existing website, or as a stand-alone custom website built from the ground up by Imagineer’s in-house design services team. All investor and prospect communications can be automated through this powerful and secure online portal. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. Utilize the integrated Fiveblocks reputation management platform to analyze user activities, monitor your digital reputation, and build your brand.

Modern-day investment managers are overwhelmed by the mountains of information necessary for their investment decisions and due diligence. Research management comes from many sources, making it challenging to find and identify what is really important. With Tamale, our investment research management software, investment teams spend their time collaborating on ideas instead of searching for data. With Tamale RMS, investment managers can easily access contact, firm, fund, and relationship details with quick search capabilities for important records and documents. They can make faster, better-informed decisions with Tamale’s fast and flexible mobile experience. Achieve a disciplined, repeatable due diligence and decision-making process. Tamale RMS is a research management solution purpose-built by and for investment professionals.

Getting your research read, valued, and paid for is a key part of the research business. The connect solutions from world flow are a modular and flexible set of services designed to solve those issues. Having your research easily accessible and discoverable for clients is key. Utilizing a combination of one or more of a research portal, native apps, email with tracking and link-backs, push to aggregators, and consolidated readership all backed by flexible authoring, whether connect compose or another industry solution, are what we solve for. Generate a variety of research, market color, commentary, and news with template-driven authoring and composing tools. Centrally manage your balance sheets, macro numbers, and company fundamentals all by sector, country, or individual coverage. Keep clients up to date with your latest news and product release information with email distribution tools.

NoodleTools is an online research management platform that promotes critical thinking and authentic research. Students stay organized as they evaluate information, build accurate citations, archive source material, take notes, outline topics, and prepare to write. Three differentiated levels support individual students across grades and abilities. The classroom environment allows librarians and teachers to provide feedback, monitor individual contributions to group work, and view statistics about source use. In contrast to an auto-cite, auto-evaluate product, we support students to engage deeply in research and produce original work. NoodleTools is also designed with online student privacy in mind. Recognize and evaluate relevant, credible sources. Generate accurate MLA, APA, and Chicago references with personal help from experts. Make connections, develop original ideas and articulate arguments.

OmniStar: the most powerful Grants, Ethics & Research management solution. OmniStar is a comprehensive and flexible suite of products purpose-built to streamline the work of researchers, administrators and grant managers. Designed in consultation with research professionals and funders over 20 years, OmniStar empowers you to make confident grants, research and administration decisions. Too often, the implementation of management systems causes more problems than it solves. Endless approval pathways and complex application and assessment procedures occur because of inflexible and disparate systems. Thankfully, OmniStar is your all-in-one solution that can be easily configured to your exact needs. We consistently deliver Grants, Ethics & Research management solutions to power progress in universities, not-for-profits, government organizations, and private industries.

ANALEC believes technology and software can go a long way to fight the structural decline facing full-service broker-dealers and help them reset their business models to remain sustainable. Our offerings help broker-dealers to raise productivity and cost competitiveness as well as improve their revenue generation prospects. The world of institutional stock-broking has been facing significant headwinds over the last decade. Intense competition, regulatory scrutiny, declining commission pools and pressures to un-bundle the commission payouts to brokers has squeezed the economics of the business. Additionally, we have seen a growing gap between the clients’ assessment of value-add and the broker’s compensation expectations. investment research as a bundled service has failed to remain commercially attractive.

Outwit Your Competition. All-in-one Amazon seller software suite. Research, manage, and automate your entire Amazon business with ease. We don’t limit you on how many products you can manage. Perform essential tasks and explore essential data across your vast catalog. Multiple Seller Accounts. Run multiple Amazon seller accounts under the same roof, easily analyze your vital stats across all your accounts at the same time or individually. A large business can not operate without delegating. Create sub-accounts with limited permissions so that your employees can do their job. Easy Transition. Seamless transition from your current platform to Elite Seller without losing your data thanks to 2 year backlog download. Customizable Dashboard. Tailor your dashboards to exactly what you need Personalize your control panel. Add various tabs and widgets for all your business metrics. Everything is adjustable and can be adapted to your needs.

Turnkey research management solutions are designed to help you obtain funding, deliver results, and manage everything in between, faster and better eRA Research Software. Worldwide, more leading research institutions, universities, and corporations have chosen the InfoEd Research Software Solution to realize cost savings, improve data integrity, manage administrative processes, and accelerate compliance for electronic research administration versus any other research compliance software or eRA software. Our core belief is that industry experience and knowledge are the foundation of superior software development in the research administration software field, which has resulted in an unparalleled suite of research support technological applications, professional services software and industry educational programs by InfoEd Global designed specifically transcend today’s modern research institution.

One environment, for all researchers in different industries, together! With ResearchManager we offer a research platform with which researchers have all functionalities and information in one place and can share it with each other. The platform is for researchers who want to be ready for the future. A future in which the patient and data access & sharing are central. We facilitate everyone in the life science sector who has to do with research. We do this with an online research platform consisting of the eClinical tools EDC, CTMS & ERMS. With this we offer researchers one central environment for all information and services, so that they can share data with each other and thus take research to a higher level. We also have expertise in the field of collecting, validating and enriching data.

iOMS For Research Teams© was developed in collaboration with The Royal Wolverhampton Hospitals NHS Trust and contains a coherent integrateable set of modules that help all stakeholders effectively manage areas of research management. Single platform with real-time view that engages all stakeholders involved in research. Inbuilt detailed and drill-down reports helping in decision making.

Worktribe is a cloud-based software platform that transforms higher education administration through better collaboration, more efficiency and more transparency. Seamless, end-to-end research management from concept to publication and beyond. Intuitive, secure, cloud-based curriculum management for higher education teams. That's why we've worked with higher education institutions across the UK to develop the ultimate platform for research and curriculum management. Powerful, intuitive and cloud-based, built for collaboration, transparency and efficiency. Constantly evolving to meet the challenges of HE administration. Trusted by 38 leading UK universities, and now available on G-cloud. Every year, more and more people are harnessing the power of Worktribe to create teams, not regimes. Worktribe is the ultimate cloud-based software platform for higher education research and curriculum management.

Mosio enables research teams to improve subject adherence, communications, and data collection on mobile’s most popular channel: text messaging. Our software makes research teams more efficient in how they communicate with study participants through messaging automation and interactive elements delivered to participant mobile phones. WHO WE HELP: + Clinical Trial Sponsors (Pharma and Biotech) + Cancer Centers and Clinical Research Organizations + NIH-Funded Studies + Public Health Agencies + Clinical Trial Managers, Clinical Operations Managers/Directors, Clinical Project Managers, Principal Investigators, Clinical Research (Study) Coordinators, and any research staff who communicate regularly with study participants. BENEFITS: + Interactive dosing reminders and medication adherence alerts. + Automate data collection. + Increase engagement and adherence. + Fix your no-show problem with SMS appointment reminders. + Improve retention with automated check-ins.

EDGE is a cloud-based Clinical Trials Management system which has successfully been embedded into the clinical research infrastructure for the UK and its devolved nations. Currently within 80% of England’s NHS regions, Scotland and Northern Ireland, EDGE is the front runner when it comes to research management systems within the UK. Since its launch in 2000, and its adoption by the National Cancer Research Network, EDGE has grown from strength to strength and is not only used nationally but also has a growing number of international subscribers from countries which include Canada, Belgium, New Zealand, South Africa and India.

Qiqqa keeps all your PDFs secure and makes them instantly accessible and searchable across all your devices. Automatic identification, tagging and categorization of your PDFs means you never have to go hunting for that missing paper again. Capture all your tags, comments, highlights and annotations while you read your PDFs inside Qiqqa, online at your workstation or offline on the go. Then when you want to review what you have read, use powerful annotation reports so you never again forget those important snippets of information. Qiqqa guides you through your literature by understanding your research niche. It then highlights the most specific and the most influential papers in that niche. Qiqqa also lets you find what next to read by following citations, authors and keywords. Using Qiqqa's themes and annotation reports, you are literally presented with everything you should cite in each section of your paper.

Master the private capital markets with the most intelligent investment data available. Aumni gives you instant access to the most reliable financial and legal insights across your portfolio, sourced directly from your executed legal agreements, triple checked by venture experts, and analyzed by AI. Aumni has analyzed an unprecedented breadth and depth of private capital investment data. Most investment firms have hundreds of co-investors in their network at any given time. With Aumni, you can instantly access this powerful network of past and current investors, allowing you to guide your investment strategy. In just a few clicks you can develop powerful fund-level performance analytics, and automatically generate equity financing summaries for each investment in your portfolio. Aumni gives you access to deep portfolio analytics in just one click. Select key data points to share and develop institutional-caliber reporting for LPs of all sizes.

The WOWS Investment Portal connects startups and SMEs with global investors, facilitating primary and secondary equity raises. It offers a user-friendly interface for showcasing companies, tools for capital raising, equity management, and investor matchmaking. Key features include: - Showcasing Companies: Present businesses and upload pitch decks. - Investment Tracking: Personalized dashboards for investors to track investments and real-time shareholding values. - Due Diligence: Secure virtual data rooms for running due diligence. - Communication Support: Direct Q&A and funding history insights between investors and companies. WOWS Global aims to simplify fundraising, maximize investment opportunities, and drive growth in the private market sector by leveraging advanced technology and a vast investor network.

Diligent Equity is the only fully-integrated portfolio and cap table management platform investors will ever need. Better manage your investments, portfolios and LPs. Say goodbye to sloppy data and enjoy an accurate view of your fund performance. With real-time performance tracking of your investments, Diligent Equity is your single source of truth across your investment portfolio no matter what cap table software your companies use. Track performance across funds in one central dashboard investment multiples and different IRRs. Access real-time numbers pulled directly from your most up-to-date positions, cap tables, waterfalls, and valuations. Collect and track company KPIs from your portfolio companies from investment to exit. Use Diligent Equity’s managed services for updating and error-checking, and white-glove onboarding of portfolio company cap tables and KPIs.

Add papers directly from your browser with a few clicks or import any documents from your desktop. Access your library from anywhere. Windows, Mac, Linux and all browsers. Generate references, citations and bibliographies in a whole range of journal styles with just a few clicks. Build your personal Mendeley library to organize, search and read all your references. Also available: Mendeley Cite, the new citation add-in for Microsoft® Word, takes the time out of referencing. Being able to work seamlessly is vital to you. So, as well as searching your Mendeley library and inserting individual or multiple references and bibliographies in just a few clicks, with Mendeley Cite you can: Cite without having Mendeley Desktop open or even installed, minimizing potential performance loss.

Through technology, education, and support we simplify your equity administration. Whether you want to self-administrate, or you need the full support of our experienced team, OptionTrax® is the answer. We have solutions specifically tailored to public and private companies. Has your equity plan management become just too much work? Do compliance and audits have you worried? Clients on the OptionTrax platform have been audited by the world’s largest auditing firms for almost two decades! Are you still using unreliable spreadsheets to manage your cap table and equity award plan? The OptionTrax system will provide you with rock solid control and accuracy that will save you time and audit expense. Imagine what you could do with the time you now spend correcting mis-entered or outdated data. How about not having to spend time keeping up with all of the FASB, IRS, and SEC rules because we do it for you with the OptionTrax System?

Keep pace with equity structures that increase in complexity as your company grows. With Computershare's GEMSpm solution you can: - Model future investment rounds, exit distributions and waterfall analysis in your cap table - Manage complex award instruments as part of your employee equity programs such as performance units and warrants - Simplify complex financial reporting obligations As you bring on more investors and grow your employee base, the need for professional, buttoned-up equity management is critical. You need to be able to understand and analyze changes to your cap table. You need to offer the employee equity programs that will drive recruitment and retention. Don’t leave this important and complicated data to spreadsheets. You, your investors and employees deserve more.

AngelList creates tools for startups, investors, and fund managers to accelerate innovation. AngelList lets you effortlessly manage your company’s cap table, fundraising, employee offer letters, and more—in one place. Get back to building your company, and let AngelList handle the rest. Remove the friction from fundraising. AngelList Raise handles accreditation, signatures, banking, and more for SAFE and equity rounds. Efficiently raise capital from investors with a single cap table entry. With Roll Up Vehicles™, founders get a single link that allows investors to commit and send funds online—and AngelList takes care of the rest. Browse Rolling Funds to find the right fit for you. Subscribe quarterly, invest alongside top VCs, and adjust your investment size as your goals evolve. Invest in hundreds of high-quality deals and funds, led by top industry operators and investors, with a single check. Invest in the AngelList Access Fund to diversify your portfolio.

Capitaliz does more than confirm your business' value. Intelligent recommendations guide that value upwards through business development approaches such as process improvement, reducing risks, and creating sustainable growth. Powered by Succession Plus, based on millions of exit planning data points. With Capitaliz, SMEs now have a purpose-built tool to deal with benchmarking and comparison with industry competitors to identify over or underperformance. Business owners can access real-time, benchmarked data on the value of their business. The Capitaliz platform provides a proven roadmap for growing your business alongside your clients’. Improve efficiency and reduce your admin workload with our scalable business valuation, succession advice, and exit planning tools. Collaborate across your office and the world with a Capitaliz business account.

The all-in-one business account. Automate your corporate finance management. Save time on expense reports. Truly optimize your accounting process. Manage your corporate finances by yourself or in collaboration. The best business account to send and receive payments on a daily basis. Stay focused on your core business by managing your finances and accounting from one place. Optimize your team's expenses by always staying in control. Open a business account for the online deposit of your share capital. No hidden fees, charges for special operations or transfer commission. Commitment-free and scalable, according to your business needs. A dedicated team is available 7/7 to answer your questions. Online business account: All you need to send and receive international payments. Making accounting seamless, day after day. Stay focus on your core business by connecting your finances and accounting tools.

Mission-critical business tools. Powerful performance benchmarks. Trusted fundraising recommendations. Gust supports you at every point along your entrepreneurial journey so when it’s time to raise money, you have the best shot at investment. With over 800,000 founders and 85,000 investment professionals on our platform, we’ll connect you to the whole startup ecosystem. We understand what investors want to see from a startup, and we can help you put your best foot forward. With powerful performance benchmarks, tailored feedback, and clear next steps for your startup, you’ll learn where to focus your efforts and find the tools you need to execute right at your fingertips. Our mission is to help founders win. Whether your next milestone is initially setting up your company the right way or successfully closing a Series C, we are here to help you hit it.

Whether you’re a startup or a global brand, Global Shares has the solution to help you track your company’s ownership and manage your equity compensation plans, seamlessly. We have been managing equity compensation for some of the world’s biggest companies for 15 years. Whether you are starting up, scaling up or an established enterprise, we’ve got the products and services that will help you simplify employee share ownership, seamlessly. We integrate key data seamlessly with your stock plan, ensuring that wherever you’re based, whatever your plan type, you’re maximizing the benefits of stock compensation. Collaboration between the Legal, Payroll, HR and Compensation & Benefits departments of public companies becomes super easy. The Global Shares Academy is a space for people from across all industries who want to learn more about employee ownership. Discover the differences between various plan types and enjoy our free templates.

Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.

Shoobx is the equity management platform that companies and investors use to automate, generate, execute, and store legal documents. When you’re ready to raise your next round, the last thing you want to be worried about is chasing down signatures or figuring out your cap table. Our all-in-one platform gives you all the workflows you need to to manage your company throughout its entire lifecycle, from incorporation, to granting equity, to exit. We leverage industry-standard documents to ensure the process is as risk-free and smooth as possible. If you need it for a financing, you’ll find it on Shoobx. A successful equity financing requires a lot of moving parts to come together correctly. Shoobx helps companies position themselves for successful exits by combining equity management, corporate governance, fundraising tools, and documentation into one collaborative platform. Shoobx guides companies through standard corporate actions, collecting signatures and organizing documents.

One Platform for All Your Compensation Needs CompTrak's enterprise software brings incentive, equity, merit review and total rewards into a single platform. It allows companies to innovate, customize and manage complex compensation plans and ensure that they are linked to corporate strategic goals while eliminating the need for manual processes, spreadsheets, and dependency on legacy systems. CompTrak looks to optimize how organizations engage employees and leverage all the various components of compensation as levers for mutual value. CompTrak is made up of three core products: Compensation Management, Equity Plan Management and Total Rewards Statements. Each module is available separately or integrated into one solution. By eliminating manual processes, spreadsheets and dependency on legacy systems, CompTrak allows companies to manage and administer compensation plans globally and bring a personalized, mobile Total Rewards experience to employees.

Pulley simplifies the complex process of managing your cap table and equity - so you can focus on growing your business. Onboard to Pulley the same day and receive a 409a valuation in five days. Pulley offers an easy-to-use platform that supports early-stage companies from incorporation. We have the customization available to grow with companies as they scale. Pulley automates 409A valuation, Form 3921 submissions, Rule 701 compliance, board approvals, and supports electronic issuance of stock certificates. We process complex equity events like stock splits and complex vesting events instantaneously. Managing a cap table is difficult. For paralegals and lawyers, we offer fast support in less than five minutes so you can respond to your clients quickly. With integrations with HRIS systems including Gusto and Rippling, updating a cap table has never been easier. 
 Join the 1,000+ companies scaling with Pulley. Learn more at https://pulley.com.

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! Quoroom equity management software is designed for companies' Founders and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with shareholders, store, share and sign documents, to vest and exercise equity options, convert securities, do dividend or interest payments and official filings, execute share transfers and other corporate actions.

85% of Central bank licensed Investment Management firms in one African country use iPlus. iPlus is an asset management software solution that enables your organization to effectively setup, monitor and manage its investment portfolios. Through its use your organization can maintain money market, equity, property and loans investments. Thus enabling your organization to monitor and produce portfolio valuations at defined intervals. Your clients have access to web portals

Both the company and the employees are exposed to legal and financial risks. Many factors are in play that make today’s process challenging and complicated. Each country has specific regulations around equity which constantly change. It exposes you and your employees to financial penalties. Tax codes for equity are extremely complicated. Mistakes are irreversible and it’s easy to miss on large tax breaks. Setting up and maintaining global equity plans is heavily time-consuming. It requires deep and expensive research. It’s hard to follow what's happening, takes a lot of time and mistakes happen. Stay compliant worldwide and avoid problems altogether with preemptive alerts that steer you clear of any potential exposure issues.

Financial services software built for better performance. It's not easy running a financial services business. We can help. Across the UK, Europe, North America, APAC and South Africa, more than 9000 investment, wealth management, advice, trading and broking businesses aim high and achieve more with financial services software built for better performance. It's not always easy running a financial services business. Every day there are more demands on time and money. More data. More information. More compliance. More reporting. More competition. We can help. Around the world, thousands of financial advisers, wealth managers, investment managers, traders, lenders and mortgage brokers rely on our software to run smarter businesses and deliver better to the millions of people who rely on them. We started as QuantHouse, the market leader in API trading technology. Now as Iress, we're giving our clients an even better way to power their data-driven trading strategies.

You can stay up-to-date with portfolio companies by customizing templates for founders to fill in, checking status of reports and downloading data with a single click. All your investment history is outlined to track records and analyze performance, helping you to make smarter decisions on your future investments. You can rely on our dashboard crafted for you to check latest ownership changes, track capital usage and filter down metrics based on your needs. Post-investment management is easier with cap table data synced, business performance updated and voting agenda shared to better communicate and understand your portfolios. Manage stock options and plans from issuance, vesting, awards, and more. Requesting shareholder approval on corporate matters can be effectively handled by creating agendas, sending email reminders and receiving online voting results with e-signatures.

Introducing Incentrium: your cloud-based solution for share-based compensation. Manageing programs, tracking forfeited grants, and initiating exercises. Valuation made easy for SOP, VSOP, RSU, PSU, etc., with innovative modular pricing and three speed modes. Reporting excellence with reliable, compliant reports, flexible data slicing, multi-GAAP support (IFRS 2, ASC 505-50, 718), and automated notes disclosure.

Globacap’s end-to-end digital ecosystem supercharges your primary placement deals, reduces ongoing administrative overheads, and enables frictionless secondary liquidity. Investment fuels every business, but existing private capital market processes are outdated and inefficient. Our software-as-a-service allows you to efficiently scale your capital markets business and boost profitability, with enterprise-grade security. Distribute more deals to more of your investors with fewer resources. Globacap’s digital workflows ensure superior business efficiency and profitability while ringfencing risk and ensuring compliance. Deliver co-investment and syndicated opportunities to more of your investor network at once, using Globacap’s regulatory permissions and automated workflows to remove your administrative and regulatory overheads, and lower your execution risk.

Automate your token vesting. Simplify compliance. The fastest and easiest way to manage token distributions, compliance, and track vesting schedules. Liquifi has a variety of features that make it the best place to manage your tokens. Pay stakeholders directly through Liquifi, or allow employees and investors to claim on their own. Compliant identity verification to ensure you're running your business the right way. Stay audit-ready and keep accurate records with detailed transaction reports. Stay organized and keep track of your stakeholders' token documents. We help you with all the paperwork and vendors for launching a token compliantly. Allow stakeholders to vote while their tokens are vesting or in lockup.