Alternatives to GP Flow
Compare GP Flow alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to GP Flow in 2026. Compare features, ratings, user reviews, pricing, and more from GP Flow competitors and alternatives in order to make an informed decision for your business.
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Asym Capital
Asym Capital
Enjoy lucrative returns while limiting your exposure to market volatility. Leverage our due diligence processes and strategic relationships with your investment capital. Gain access to institutional quality opportunities in a variety of asset classes. Invest in pre-vetted private equity transactions. Receive passive cash flow directly to your bank account. Track your investments through our industry-leading investor portal. We are not another crowdfunding platform. We are a technology-enabled real estate investment firm. Our compensation is highly weighted towards the performance of our assets, and we invest in each offering. -
2
Agora
Agora
Agora is a designated software solution for real estate investment firms to build trust with investors, accelerate every aspect of their business and grow faster with optimal operational efficiency. 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. Automate your portfolio management, generate reports, distribute waterfalls, and streamline performance data.Starting Price: $599 per month -
3
STRATAFOLIO
STRATAFOLIO
STRATAFOLIO is a web-based software solution designed specifically for people managing their real estate assets through QuickBooks and looking for a way to streamline operations, save time, improve profits, and reduce manual work. Financial Management: - Real-Time Data with QuickBooks sync - Consolidated view of your entire portfolio’s financials -NOI -Cash Flow -Operating Expenses - Identify spending trends and patterns at a glance Asset Management: - Unify your properties under one umbrella - Consolidated view of asset value - Track purchase dates and prices Operations Management: - Automated Alerts for Lease Management (Lease escalations & Expiring Leases) - Rent roll export - Manage work orders and maintenance requests - Easiest CAM Reconciliations you’ll ever do! Investor Management: - Dashboard specific to Investor - Read-only investor login to eliminate the need for mailed reports - Track cash on cash return - Create confidence with investorsStarting Price: $100 / mo -
4
Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
5
Cash Flow Portal
Cash Flow Portal
We've already helped many real-estate syndicators raise $100MM+ using Cash Flow Portal. We make it easy for GPs to raise money, streamline operations, and reach investors to win more deals than ever before. The main challenge for early real-estate syndicators is creating a system to raise capital. Our platform helps syndicators present new deals, share documents, administer property information, and manage to fundraise. Build your investor network and raise money faster. Our platform brings together syndicators and investors and helps you build a track record by keeping open communication lines. We help you maximize value to the investors by giving them access to the comprehensive deal data and monthly cash flow via a robust real estate investor portal. Boost your track record and scale your business faster. Real estate investor portal that makes investing a breeze.Starting Price: $99 per month -
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Investor Deal Room
Investor Deal Room
Increase your back-office efficiency and decrease investor questions so you can focus on scaling your business. 6 tools, templates, and processes used by the most successful syndicators and private fund managers to stay organized and scale their business. Our proprietary Investment Workflow tool allows us to create a smooth investment workflow that makes the process seamless for you and your investors. Investors are reluctant to invest with sponsors they don’t trust. Project instant credibility while also allowing your investors to self-serve. Stop wasting time responding to investor update requests. If you want to scale your business, you have to put systems in place that don’t require you to manually respond to every investor update request. Let investors update their contact and investment information on their own! Get started raising capital and managing your investors more effectively.Starting Price: $500 per month -
7
Fundamental Portal
Fundamental Portal
Fundamental Portal is your ultimate solution for transforming the investment management experience for real estate GPs, owner/operators, fund managers, and more. Our cutting-edge platform offers a streamlined approach to capital raising, providing users with professional, secure, and simple interfaces in order to facilitate efficient investor interactions. Fundamental Portal ensures a seamless experience for both investors and capital raisers: 🚀 Facilitates quick soft commitments 📈 Enables funds to be raised in minutes 🔄 Streamlines distribution workflows 📄 Allows real-time document sharing But that's not all. As an add-on, Fundamental Admin complements Fundamental Portal with comprehensive back-office support. Say goodbye to administrative burdens as Fundamental Admin was created to allow fund managers to focus on capital raising and growth.Starting Price: $1500/yr -
8
Streitwise
Streitwise
Streitwise is a real estate investment company that enables investors of all wealth levels the ability to own commercial real estate through an equity REIT. Investors can now access a professionally-managed, tax-advantaged portfolio of real estate assets with 19 straight quarters of 8%+ annualized returns and earn passive income. Streitwise has generated strong passive income cash flow for investors since its inception in 2017. Since 2020, Streitwise has set a return target of 9-10%. Private real estate in the form of REIT’s can be a trusted source of dividends and capital protection. Historically commercial property investments have only been accessible to ultra-high net worth individuals and large institutional investors. Now with Streitwise, anyone can see the same benefits of investing in institutional-quality real estate. Streitwise allows anyone (accredited or not) to easily invest in commercial real estate normally not available to regular investors. -
9
WealthBlock
WealthBlock
WealthBlock is an all-in-one white label capital raising and investor management platform used by asset managers, wealth managers, and intermediaries to streamline the entire private investment journey. It comes with the following benefits: 1. All-in-one features CRM, data room, sub doc e-signing flow, compliance checks, online payment, automated email marketing automation, engagement data analytics, etc. 2. All-in-one workflows: investor outreach & nurturing, investor onboarding, investment processing, capital call & payment collection, post-raise reporting, and investor communication. 3. All-in-one integration: API ready, Webhook ready, vendor agnostic, support single-sign-on and 2FA e.g. -
10
Kore
Kore
Founded in 2016, Kore provides the first secure online infrastructure for private companies looking to raise capital. From issuing securities to shareholder relations and captable management. It's an an All-In-One Platform that streamlines the Capital Raise Process for RegCF, RegA+, and RegD offerings, while fostering lasting investor communications that transcends the raise itself, elevating your investor relationship. Investors, broker-dealers, law firms, accountants and investor acquisition firms all leverage our ecosystem solution. Kore also maintains a large online library of educational content to help companies navigate their capital-raising journey and investors looking to learn more about investment opportunities in the Private Capital Markets.Starting Price: $150 per month -
11
GroundBreaker
GroundBreaker
Software to automate real estate fundraising, portfolio reporting, and investor relations. Because when your firm runs better, your investors feel it! Give your investors 24/7 access to their investments, including contribution and distribution history, reports, and K-1s. Delight them with all their information behind one login. Give your team investment management software that everyone is excited to use. Our clean design makes everything easier, your team will ramp up faster, your company will see quicker results, and your investors will love using it. Native integrations and matching workflows give CRE syndicators a true sense of the word “automation”. And with just the right amount of features, deal sponsors can get the job done, delight investors, and move on to other tasks. We focus solely on providing investment management software to real estate syndicators. Our stakeholders use our software daily to manage and operate their real estate assets and give us constant feedback. -
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RealCrowd
RealCrowd
Whether you’re a seasoned investor or newcomer, start your journey to a well-diversified investment portfolio by adding direct real estate that fits your investment profile. Access passive investment opportunities offered by professional real estate managers, unlocking the benefits of ownership without the headaches. The marketplace brings opportunities to invest in individual assets and pooled real estate funds located around the country, unlocking access to investments that fit your goals. We provide industry-leading educational materials and coursework to help you understand the fundamentals of real estate investing, so you can reach your investing goals! Spend less time worrying about the process of raising capital and more time focusing on what matters the most - maximizing the value of your real estate assets and doing more deals! -
13
RAISE
RAISE Technologies
RAISE is a cloud-native, unified fund management software built for alternative investment firms, including private equity, venture capital, real estate, and private credit, that consolidates fund administration, investor management, portfolio monitoring, compliance risk assessment, and reporting into a single, integrated system. It automates end-to-end workflows across the full fund lifecycle, from investor onboarding, capital calls, distributions, and NAV calculations to real-time performance tracking and detailed analytics, reducing manual tasks and improving operational efficiency. It provides live dashboards for instant visibility into fund performance and investor activity, customizable reporting, scalable infrastructure, and industry-leading security to ensure data protection and global access from any device. RAISE also includes a secure investor portal with built-in communication tools, document sharing, task management, and personalized dashboards to enhance transparency. -
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InvestorPortaLPro
Investor Portal Pro
Investor portal software solutions technology designed for file sharing, collaboration, and investor relations for investment firms, GPs, fund managers, administrators, RIAs, LPs, banks, and more. Investor portal software solutions designed to share, collaborate, produce, and secure information. The best investor experience starts here. With IPP, you have a clean, secure, and sophisticated investor portal software solution and investor relations reporting portal. Attract more capital & keep existing investors happy at an affordable price. Secure private equity & venture capital (PE / VC) investor portal software, website, and solutions. InvestorPortaLPro (IPP) offers reporting solutions for fund marketing, a gateway for fundraising to help you raise faster, distributing documents online securely, and collaborating with investors. Raise money faster and give your investors a clear look into real-time data. Put property & investment info online with IPP investor relations portals.Starting Price: Flexible -
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TNR Solution
SS&C Technologies
SS&C GlobeOp’s TNR Solution is an integrated, comprehensive, front-to-back platform for firm-wide private equity and real asset fund operations, data management and investor reporting. Its modular design allows you to implement specific components or the whole platform based on your needs. Using TNR gives you not only the industry’s leading private equity technology, but also a 1000+ person PE fund services team of experts to help with virtually every aspect over the life of a fund, including partnership documents and fund structures, investor and fund manager reporting, investment transactions and tax allocations. Support for complex, multi-level fund structures: Manage master-feeder funds, blockers, holding companies, SPVs and AIVs. Fund raising and investor relations modules: Track investor capital balances and correspondence preferences. Comprehensive reporting via a library of standard reports, dynamic dashboards and report writers. -
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AppFolio Investment Management
AppFolio
AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. The on-demand, one-login platform provides flexible and powerful tools to streamline fund and syndication management. Provide investors with a self-service Investor Portal for easy 24/7 access, view at-a-glance dashboards, and access a robust CRM system to streamline fundraising processes and better communicate with investors. Created by the award-winning team behind AppFolio Property. The AppFolio Investor Portal gives investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital. Provide investors with real-time, 24/7 access to a summary of their investment positions, and their invested and distributed capital. Investors can visit the AppFolio Investor Portal to easily find reports, tax forms, and other shared documents and securely sign agreements.Starting Price: $600 per month -
17
Fundingstack
Fundingstack
Software platform for raising capital, used by venture funds, investment bankers, funding consultants and advisors. It includes a searchable database of 227,000 investors, a CRM to manage the deal pipeline, Pitch Deck Hosting, Investor Updates and Email tools to manage the investor outreach, and a Virtual Data Room to run due diligence. Used by companies globally to raise $17 Billion in capital.Starting Price: $250/user/month -
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StartEngine
StartEngine
Discover over a hundred different investment opportunities and invest in the ideas and people you believe in. Diversify your portfolio with startup investments and eventually other types of alternative assets, including real estate and more. Not only are we simplifying startup investing, but we are also working to bring liquidity to you and let you trade your shares with other investors on StartEngine Secondary. On StartEngine, you craft your investment pitch into a web page, raise capital from hundreds or even thousands of investors online, and fund the next phase of your growth with a bigger and stronger community behind you. Companies can raise their first funding round on StartEngine and later give their shareholders the opportunity to trade, all on the same site. -
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Atominvest Software
Atominvest
Atominvest provides next generation technology solutions to Alternatives investment managers. From sourcing deals to raising funds, from managing your investor relationships to monitoring your portfolio, Atominvest’s integrated, modern tech solutions can be tailored to the way you run your business and will give you the edge you need to thrive in an ultra-competitive market. Our cutting-edge tech systems enabling Alternatives fund managers to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting. -
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MSCI Real Estate Enterprise Analytics provides global market and portfolio analytics that fit your view of the real estate investment world, allowing you to see and evaluate the total performance of your entire real estate portfolio, and how you’re managing it. Available through the MSCI Real Estate Analytics Portal, Enterprise Analytics delivers whatever level of analysis you need from portfolio fund summary reporting to granular asset-level data. Using the portfolio and query builder tools you also have the ability to isolate and analyze the performance of specific sectors, segments, or assets, run analysis on custom portfolios, and evaluate custom time horizons. Enterprise Analytics also provides a common language for the C-Suite, research, risk, and investor relations teams across your organization. From strategy through capital raising, portfolio construction, and risk and performance reporting, it supports you to determine future allocation.
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21
Enertiv
Enertiv
Commercial real estate is becoming increasingly difficult to operate as rising expectations from tenants and investors compound uncertain topline growth, a difficult labor market, and siloed CRE technology adoption. Enertiv meets you where you are, whether that's transitioning from manual and paper-based processes to digital and automated, or integrating real-time data to unlock continuous commissioning and predictive insights. Enertiv consistently increases NOI by 21 cents per square foot or more by directly reducing energy and maintenance expenses, increasing tenant utility recovery, and avoiding expensive repairs and other capital expenditures. Enertiv transforms granular activity and sensor data into simple 0-100 scores so asset managers can better understand cost drivers, effectively allocate time and resources, and future proof against reporting requirements. -
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eFront
eFront, a part of BlackRock
eFront’s Solution Suite of end-to-end software solutions provides a one-stop platform for alternative investors looking to fully manage every aspect of their investments from due diligence and fundraising to reporting across all alternative asset classes. With dedicated support teams and innovative R&D teams, clients can rely on eFront to elevate their alternative investments. As the leading provider of software solutions for the alternative investment sector, eFront offers a robust product suite thoroughly covering all alternative investment asset classes, investor types, and needs. Explore our solution finder below in order to discover the perfect alternative investment tool for you. As capital markets evolve and allocations in private markets increase, insurers not only face operational challenges by relying on multiple systems, spreadsheets and manual processes but their need for unifying whole portfolios across public and private assets has never been more pressing. -
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Flow Capital
Flow Capital
When and when not to use RBF during your journey. Explaining the structure of RBF loans, including cost and duration. What to look for and what to avoid when choosing a lender. Which terms you should look out for and negotiate. Revenue-based financing, also known as revenue sharing or royalty-based financing, is a method of raising capital for emerging and high-growth businesses. Investors inject growth capital in exchange for a percentage of monthly revenues. Revenue-based financing, also known as revenue sharing or royalty-based financing, is a method of raising capital for high-growth businesses in which investors inject growth capital in exchange for a percentage of future monthly revenues. -
24
Tokeny
Tokeny
Issue digital securities on a hyper-efficient infrastructure. Digitally onboard investors and embed transfer rules to enforce compliance. Codify legal obligations with smart contracts. Realize fast onboarding, cost-efficient management, and rapid transferability of real-world assets. Enforce compliance across the whole lifecycle. Apply control whilst utilizing blockchain technology with the ERC3643 protocol. Improve asset liquidity for your investors. Digitize securities on the most secure and cost-efficient blockchain infrastructure available in the market. Streamline the capital raising process and maximize the potential of your offering through a digital and seamless user experience. Control and manage issuer interfaces, automate corporate actions and digitally manage assets across the entire lifecycle. Embed transfer rules into the securities to enforce compliance and rapidly transfer securities to eligible investors. -
25
Backstop
Backstop Solutions Group
Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile. -
26
Venture360
Venture360
Our complete software solutions paired with back office accounting and tax services make our firm unmatched in the industry. We’ll save you time by unifying your investment processes in one place—from deal flow management to closing investments with invoicing and eSigs to portfolio tracking to analyzing performance to (well, you get the picture). The same place you manage your investment processes is the same place where all of your investor reporting and fund management occurs. This creates one seamless system for all your needs. There is nothing like powering your capital raise with Venture360, so go ahead and place our investor registration link on your website and start raising capital today. Our plug and play solution powers your white-labeled platform for connecting with investors, tracking commitments, closing a round, managing your cap table, and seamlessly reporting though an investor login portal. It’s all here, so let’s get started. -
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Eleven
Eleven
Alternative investments firms use Eleven to upgrade marketing and investor relations, accelerate and scale growth, increase investor engagement and run a more efficient operation. Capital raising, marketing and investor relations do not have to be complicated. Get running quickly and easily with your own full lifecycle, secure, online environment that unites and helps your investors and you. You will be armed with tools, behavorial insights and data-driven workflows to shorten your sales cycles, convert your leads, upgrade your client relations and scale your marketing processes. Going from lead to client no longer has to take a year. Start driving engagement earlier and eliminating months from the due diligence timeline by giving prospects frictionless access to information and updates they need on the secure, compliant infrastructure they demand.Starting Price: $1,000 per month -
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Caruso
Caruso
Caruso is an AI-native cloud fund administration and investor management platform built for private market fund managers to centralize, automate, and modernize core operational workflows across the fund lifecycle. It supports investor onboarding and digital subscriptions, enabling managers to capture AML/KYC information, subscription documents, and accredited investor status in a secure, streamlined process. It includes an integrated investor registry and CRM to maintain investor data, track commitments, manage capital accounts, and run personalized communications, while capital raising tools help funds present offerings, manage pipeline activity, and keep investor engagement in one place. Caruso also provides real-time reporting and dashboards to monitor fund performance, allocations, commitments, capital calls, and distributions, reducing the need for manual spreadsheets and disparate systems. -
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MergerDomo
MergerDomo
MergerDomo is an online M&A and fundraising marketplace built to help business owners, investors and advisors connect efficiently, on the sell-side it enables SMEs to list businesses for sale or raise capital, post requirements (sell, raise equity or debt) and use built-in tools such as a valuation calculator, deal-summary generator and readiness scorecard; on the buy/invest side it allows investors and advisors to browse screened, investment-ready SME opportunities, express interest and engage with verified counterparties; the platform also serves advisors by providing access to mandates, a white-label deal-summary creator and consulting-as-a-service experts for valuation, exit preparation, due diligence and growth strategy support. With features like unlocking complimentary expressions of interest upon registration, connections to a global network of buyers/investors, categorized deal flow across more than 40 industries, and consulting use-cases. -
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DigiShares
DigiShares
The platform is used to lower barriers, enable trading, automate compliance & governance processes, and provide transparency for investments in real estate and other real-world assets. DigiShares is your gateway to the digital assets ecosystem and can help your company harness the power of blockchain technology. DigiShares provides a platform for tokenization, i.e., the issuance, corporate management, and trading of securities in the form of tokens on the blockchain (tokenized securities/security tokens). The platform is primarily used for large physical assets, such as real estate, solar, wind, infrastructure, etc. We provide fully compliant and customizable workflows for KYC, AML, and accreditation, and an advanced and secure payment system that allows your investors to pay in fiat and crypto. If you are raising capital, doing so on the blockchain can provide various benefits such as fractionalization, lower barriers, and the possibility for investors to trade. -
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Fundable
Startups.com
Thousands of startups have used our services to launch their fundraise. Join today to learn the ins and outs of raising investor capital. Entrepreneurs create over 6 million new businesses each year in the United States, and yet only a fraction receive funding. We’ve set out to change that by creating a business crowdfunding platform that enables companies to raise capital from investors, customers, and friends. Our team takes a very hands-on approach to help companies understand the fundraising process and launch their funding campaigns. From profile creation to marketing, we’re there at each step. Fundable was created by the founders of startups who have collectively raised from dozens of angel investors and venture capitalists. We understand the challenges you face as you create a business, and we’re happy to offer our personal expertise to all clients looking to crowdfund. -
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Darwinex
Darwinex
Cost-effective market access via multiple platforms. The fastest way for talented traders to attract investor capital. With multiple platforms & APIs, proprietary strategy analytics, a €90M/year prop and seamless track record migration, Darwinex supports you every step of the way. Build new or diversify existing investment portfolios with 3,000+ listed trading strategies, uncorrelated to any other asset class. Our risk engine protects your investments in real-time. Raise 3rd-party investor capital and charge success fees on HWM profits. Our prop capital allocation (DarwinIA) invests up to €90M/year in talented traders. We provide traders exceptional execution, access to a wide range of financial assets, front-to-back asset management infrastructure, and the regulatory umbrella necessary to legally monetize third-party investor capital. Trades are anonymized, and intellectual property rigorously protected at all times. -
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GROUNDFLOOR
GROUNDFLOOR
GROUNDFLOOR offers short-term, high-yield real estate debt investments to the general public. We believe that everyone should have the freedom to invest on their own terms. Setting up your account is quick and easy. Choose the amount you’d like to invest and get started with as little as $10. Build your own portfolio of short-term, high yield, real estate debt investments based on your own personal risk/reward profile. Or let our investment wizard guide you. Link to your bank account through our secure encryption partner to transfer funds to begin investing. With GROUNDFLOOR, your financial future is already looking up! Debt products inherently carry less risk, which is why we’ve been able to generate consistent 10%+ returns for our investors over the past six years, with repayments received in 6-9 months on average. GROUNDFLOOR was built on the belief that there’s a smarter way to capitalize America by opening private capital markets to individual investors. -
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VentureCrowd
VentureCrowd
Access highly vetted and purpose-driven investments, on the same terms as lead investors. Access deals that have undergone a rigorous due diligence process, on the same terms as sophisticated investors. 4DMedical is a global medical technology company aiming to change the outcome for patients with lung disease by revolutionizing respiratory imaging and ventilation analysis. We offer investment opportunities for retail and wholesale investors in pre-vetted high-growth private companies, with opportunities across early-stage, follow-on and pre-IPO stages of funding. Our secure platform allows you to manage a diversified portfolio of alternative assets, providing you with a seamless and easy-to-use experience to monitor your investments online 24/7. Our investor relations team is there to support you at any stage of the process. -
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MRI Portfolio Management
MRI Software
Optimize portfolio performance with effective solutions for managing real estate assets. Full lifecycle asset management to stay ahead of the competition and build investor confidence. Manage your real estate investments and create a more informed portfolio strategy with MRI Portfolio Management. A full lifecycle asset management solution for real estate investment managers, fund advisors, and institutional investors, MRI Portfolio Management consolidates disparate investment data and documents to support comprehensive risk management and efficient reporting to stakeholders. Take control over your real estate property assets to further your strategic decision-making ability and maximize your portfolio performance. Manage risk and exposure across your entire portfolio, or drill down by investment or any attribute. Gain a comprehensive view of your entire portfolio with key metrics and variances, such as NOI, DCR, cash flow, tenant exposure, valuations, and more. -
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WOWS Investment Portal
WOWS Global
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.Starting Price: $249/month -
37
ProAPOD
ProAPOD
AGENT 6 software is made for investment real estate newbies who don't typically require tax shelter consideration. If you're new to real estate investing—or perhaps plan only to work with investment real estate on a limited basis—you shouldn't have to pay for the more robust tax and time value elements required by those more actively engaged in real estate investing. In fact, you might discover that your investors prefer to disregard the tax matters...at least initially. So why not see how it goes first. EXECUTIVE 10 software is designed for agents and investors who are more actively engaged in real estate investing as a business, and looking to start, build or grow it over the long-term. Executive 10 is the logical step up for those who are getting serious about rental income property because this software includes full consideration for the elements of tax shelter. That means such tax matters as depreciation, capital gains taxes, and cash flow after tax are all computed.Starting Price: $149.95 one-time payment -
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Registry Direct
Registry Direct
Registry Direct is a secure online registry and capital management platform designed to streamline the management of securities and investor relations for companies, fund managers, and their advisors. The platform offers a comprehensive suite of features, including the ability to create and manage capital tables with various security classes such as shares, units, options, convertibles, and bonds. Users can effortlessly allot, transfer, and redeem securities, ensuring compliance with regulatory requirements from entities like the Australian Securities and Investments Commission (ASIC) and the Australian Taxation Office (ATO). Registry Direct facilitates efficient investor engagement through tools for sending communications, organizing meetings, and conducting online polls for resolutions. The platform also supports capital raising by enabling the creation and management of online application forms, with payment processing via BPAY and EFT.Starting Price: $157.50 per month -
39
IMS
RealPage
Calculating accurate distributions for your equity investors is a necessary activity for your private equity real estate firm but complex waterfalls in fragile Excel spreadsheets takes time and resources away from higher value work. Additionally, as you continue to make acquisitions and grow your business the scale of calculating distributions across each project will continue to weigh down your team. Your investor’s expectations of how they receive and interpret information about their investments is evolving. In addition to the trusted relationship you have already established, they expect always, everywhere, availability and transparency. Modern wealth management and investment accounts have sophisticated web and mobile investor portals and the expectation is now the same for commercial real estate investments. To deliver on this expectation, you need an investor dashboard that ties together your investors' information with their distributions and investment information. -
40
InvestorHub
InvestorHub
InvestorHub's software gives public companies more control through better shareholder engagement. Over 130 companies use InvestorHub's data-driven tools to efficiently engage shareholders, improve market communication, and maximize the impact of investor relations. The way public companies communicate with investors is broken. By focusing only on top shareholders and institutions, they ignore more than 99% of their investors. Without a strong shareholder base, your share price is dictated by forces outside of your control. By enabling companies to engage more shareholders, more efficiently, InvestorHub gives companies the tools to engage all their shareholders and turn them into active believers, driving better outcomes across the board. Whether you need to raise capital, optimize liquidity, or secure votes, the investor CRM helps you identify and connect with the shareholders that matter. -
41
Bitbond
Bitbond
Bitbond radically improves the issuance, settlement and custody of financial instruments with the help of blockchain technology and tokenization. Banks and intermediaries like real estate platforms and brokers use our white label solution to digitize and streamline the bond issuance process. Fewer intermediaries, virtually no settlement risk paired with regulatory compliance of tokenized securities are key benefits that help you to get a competitive edge for you clients. Corporates, governments and growth companies alike raise capital independently with the help of our technology. Access an international base of institutional and retail investors at a lower cost of capital. Manage payments and compliance from one platform and benefit from our network of legal advisers, distribution partners and exchanges. Operators and issuers of mutual funds, alternative investment funds and other securitization structures reduce costs and complexity by utilizing tokenized bonds. -
42
SyndicationPro
SponsorCloud
On SyndicationPro's real estate investor portal, Investors can view a digital PPM and deal documents, invest via multiple profiles, and eSign to invest. Users can also access investment updates and distribution updates through a simple user interface. Our real estate investor portal software allows investors to track their investments across different profile types, generate investment reports, and download all offering and tax documents. Lower operational overhead on investor relations. Make yourself available, digitally, 24/7, 365 days a year! Deliver an effortless experience that won’t confuse or deter even your most tech-challenged investor. Thousands of investments later, we have perfected the investor experience to ensure they can find exactly what they need and do what they set out to do with ease. This saves you time as fundraising for your real estate syndications is seamless and investors remain happy and confident in your process. -
43
InvestorFlow
InvestorFlow
Smart experiences, workflows and content designed to scale distribution and to simplify the investor services functions of global asset managers, private equity firms, real estate groups, hedge funds, credit, and funds of funds. Manage your contacts, investors, prospects, commitments and deals in a CRM specifically designed for your world. Branded, institutionally wrapped communications for private placements. The perfect portal to get you started and at the perfect price. Ideal for firms that do not have a portal, need something that they can quickly get off the ground and makes them look world class in front of investors. Includes all the workflows and tools to report and communicate. It takes the Essentials Portal to the next level by adding CRM and performance dashboards. Handy for firms who want to get off Excel or other inefficient tools for contact and investor relationship management and become more professional in how they manage their firm and report. -
44
Finta
Finta
Automate Your Fundraise. Finta helps early stage companies raise private capital faster. Finta provides you with a secure, online, and cloud-based storage center for your deals. Give investors a more complete view of your company while fundraising. A safe and secure place for all your information and files. Organized in the structure that investors most prefer. You control who has confidential access and keep all of your information organized. Save time with our robust and user-friendly software. Build and strengthen relationships with your investors to raise more funds. Accurately manage your company’s equity and fundraising in real-time. At Finta, we are automating the investment process for companies. Our automated CRM, lets you track your deal at every stage of the funnel. Providing you transparency into where an investor’s commitment level currently is.Starting Price: $99 per month -
45
FundFormer
FundFormer
FundFormer helps alternative asset managers and investors process their fund documents faster. Our investor onboarding portal is designed specifically for investors in private equity, venture capital and hedge funds. Convert subscription documents into webforms integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms with conditional logic. FundFormer can coordinate with all deal parties throughout the fundraising process, including investors' financial advisors, legal counsel and investor relations teams. Create data exports for post-closing analysis or fund administration investor onboarding. A FundFormer professional is available to assist at every step of the way for the whole lifecycle of your fund, from fund launch to investor closing to post-closing secondary transactions. -
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Cash Flow Analyzer
Real Estate Analysis Software
Our real estate investment software helps you analyze for better investment decisions. Real estate analysis software for real estate investors, agents and brokers to determine cash flow, investment return, and print over 32 colorful presentational-quality reports. Easily enter a property’s financial information and our real estate investment software automatically calculates cash flow and rates-of-return. Quickly see up to 20 years of cash flow projection. Then, use our built-in tool to “solve backwards” for the optimal offer price. Afterwards, create reports for banks and limited/private-money partners. Create and print reports in PDF format for emailing and posting to websites. The reports are used by real estate agents, real estate brokers, investors, financial planners, partners and lenders to present commercial, residential, multi-family & apartment investments. Updated for 2020 tax laws, our software provides the MOST comprehensive tax analysis available anywhere.Starting Price: $99.95 one-time payment -
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Templum
Templum
Templum provides next-generation capital markets infrastructure for alternatives and private securities. Templum's proprietary white-label technology and infrastructure help you create and launch a customized marketplace for private securities and alternative assets. We provide workflows and technology from primary issuance through secondary trading. White-label and brand our interface to create your marketplace, or integrate directly to our infrastructure through APIs for a fully customized investor experience. Facilitate capital raising for your assets with streamlined workflows and interfaces for offering creation, KYC & AML, due diligence, order allocation, and deal-closing. Execute secondary market trades with our robust Alternative Trading System (ATS). We offer best-in-class tools for private securities, from market data to risk and surveillance. Access premier market data and intelligence for alternatives and private securities. -
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CrowdLustro
CrowdLustro
CrowdLustro is an aggregation of equity and debt crowdfunding deals from all crowdfunding portals. CrowdLustro is designed to facilitate research of the various Title III crowdfunding deals in one place and includes alerts and portfolio functions. In addition, the data and research related to each deal is provided by the “crowd” through our vetting of experienced small company investors who provide their own research and analysis of crowdfunding deals to help everyone better understand terms, returns, and risks associated with these types of investments. Learn how Reg CF works, what platforms are available to raise on and how they're different, what the crowdfunding rules are and how a campaign works, or get educated by exploring founder's courses. Are you an investor? Interested in Reg CF, NFTs, SPACs, or other alternative assets? Explore the latest and greatest in news and resources. -
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TOKO
TOKO
TOKO empowers value creation by covering the spectrum of the token lifecycle, giving asset owners the power to tokenize assets that are traditionally illiquid and making them investable. TOKO offers asset owners a new way to raise capital and facilitates a marketplace for investors to purchase these digital assets. Labs address organizational inefficiencies with blockchain and distributed ledger technology (DLT) solutions by combining legal, operational, and technical expertise. We create solutions for different assets, institutions, and economic sectors. Ability to output and issue a wide variety of token asset types to support the most commonly adopted token standards in the market today. A one-stop shop solution for clients from tokenization and primary issuance through to secondary market trading. -
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iTrustCapital
iTrustCapital
iTrustCapital was founded by industry leaders in the alternative investment IRA industry. iTrustCapital is the leading digital asset IRA trading platform that allows clients to directly buy and trade cryptocurrencies and physical gold in real-time through their retirement accounts. iTrustCapital’s revolutionary, IRS compliant investment platform eliminates the costly inefficiencies and outdated processes of previous IRA models, opening the door for investors to safely, simply, and legally move money from their retirement accounts into the Cryptocurrency and the physical Gold markets—at costs as much as 90% lower than other IRA companies. iTrustCapital’s goal is to empower 10 million investors to participate in the economic growth that a blockchain future holds. We are amazed at how many people are unaware of the benefits of IRAs.Starting Price: 1% Fee
