InvestorREACH Alternatives

Ledgy is the end-to-end equity management solution trusted by high-growth companies. Compliant in all countries with best-in-class security and privacy. Digitize your spreadsheets into a transaction-based cap table that's always accurate, built to scale and updates in real-time . Make your financing rounds a success with accurate scenario and exit modeling. Streamline due diligence and easily handle every vesting schedule. Show the latest information to all your stakeholders, including employees and investors, with custom dashboards. Attract and retain key talent with Ledgy while automating equity plans. Employees can self-manage their equity, view their shareholdings, vesting schedules, and future valuations. Engage your investors with shared KPIs, accurate funding scenarios, valuations, dilutions, exits, custom reporting, and more. Find out why founders, CFOs, HR teams, and their employees love Ledgy’s platform. Book a free custom demo to see it in action.

Find, engage and build relationships with the right investors at the right time so that you can focus on doing what you do best - building your business. Irwin has the most accurate and comprehensive shareholder monitoring capabilities by combining unique data sets to give you the full picture. Monitor changes in your shareholder base, including institutional, retail, and activist positions. Irwin makes it easy for users to search for institutions, funds & retail investment advisors. With Irwin, you can connect with a global database of qualified investors. Irwin's intuitive design allows for seamless management of your company's contacts. Our CRM function is easy-to-use, and designed to help improve your communications with investors and stakeholders.

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.

Today's investors expect news, financials and general information in real-time. The market moves quickly and your IR program is expected to keep up. The S&P Capital IQ desktop gives IR professionals the market insight they need to monitor analyst sentiment, track shareholders and benchmark against the competition. Start your day with immediate access to the market intelligence you need to perform at your best. Our new investor relations dashboard provides analytics built upon the IR workflow, including a customizable watch list of your peers, ownership analysis of your company, market charts, top industry news and key developments. Access broker research, models and industry reports in real-time. Easily understand why and when an analyst has been excluded from a consensus estimate. Track specific analysts and trace their estimates back to the underlying research report. Use our historical data to monitor revisions and consensus trends over time.

Investor feedback and intelligence is of utmost strategic value. Use data analysis to leverage this knowledge efficiently and autonomously. Leverage NLP and machine learning tools to simplify your understanding on investor data. Identify, target and construct a long-term shareholder base with proprietary data. Involve your board and top management thanks to a transparent & collaborative solution. Collect, classify and analyse all your investor feedbacks. Interpret investor perceptions and expectations through powerful data visualisation tools. Facilitate the traceability of investor data. Spot trends and issues amongst your investor base. Get a complete and true investor profiling which allows you to build a complete and accurate picture of your targeting. Predictive analysis allows you to improve your perceptions of existing or new investors and differentiate your equity story.

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.

Our prebuilt and customizable models save investors valuable time by focusing on what matters and empower IR teams to communicate their financial narrative. Use our interactive models to reach faster investment conclusions & understand what really matters for a company. We provide high-quality segment-level data with interactive charts to take the pain out of financial modeling. Our platform covers a wide range of companies with integrated valuation and analysis tools. Empower your investor relations journey with Stellar Fusion. Customize your financial narrative, share it through our models, and establish transparent communication with investors. Gain awareness of investor interest and key focus areas of your financial model. Shape your financial story, attract more investors, and uncover valuable insights. Save time with our pre-built company models, easier and more effective analysis, and integrated DCF.

Your Strategy. One Platform. Only Q4 works across every critical touchpoint between public companies and the capital markets. From building your website and virtual events to elevating how you engage with the markets, to transforming data into a proactive targeting strategy, Q4 Capital Connect has been created for the capital markets to engage and connect. With the Q4 Capital Connect platform, public companies across all industries and market caps can launch and measure the impact of a complete investor relations strategy. With a platform approach, all data generated by investors across your program can be aggregated alongside shareholder analytics for insights to shape a communication strategy investors value while identifying and prioritizing the shareholders that matter.

Deliver earnings, investor days, and webcasts as interactive experiences for your attendees. Provide company updates to your shareholders, analysts, retail and institutional investors, and the media by delivering your corporate events and financial results through conference calls, webcasts, and virtual or hybrid events. Trust our team to help you execute a professional event from start to finish. Our teleconferencing solution lets you take advantage of the scalability and customization of operator assisted conferencing with the convenience of automated entry. For your webcasts, you’ll have a dedicated service manager to help you with planning, logistics, and execution, and a platform built for interactivity and security. Create interactive experiences for your stakeholders and showcase your company's unique investment story. Whether you choose a virtual event, or a hybrid event that blends an online and in-person experience, we can help you deliver a memorable experience.

Our approach provides an immersive experience for investors and analysts while greatly reducing the workload for issuers. From mind-blowing designs to data-driven content strategy, your investors will be engaged in the experience. All our investor relations websites are built to ADA WCAG 2.1 AA, GDPR, CCPA, HTTPS secure, and also mobile responsive. You will enjoy the industry's only proactive client services that are both 24/7 and 100% U.S. based. Additionally, the Equisolve control environment is SOC 2 Type II audited and we support single sign-on (SAML) and multi-factor authentication while boasting the fastest and most reliable global infrastructure of any IR Website vendor as verified by an independent third party. All IR websites are designed and developed to be fully compliant with SEC regulations and exchange rules. That's the easy part, what sets us apart is our unique approach to content strategy and design.

From prospect to established client we have you covered. Track activities, notes, and manage your pipeline. Fully integrate your inbox to sync important emails with your CRM. Close deals faster with the only interactive prospect portal included with the CRM for finance suite. Designed for financial professionals. Obsidian’s Business Intelligence Suite offers a variety of plugins helping financial firms analyze portfolio and investor data, including subscription tracking by portfolio, sales person, or representative, performance & risk analytics, as well as account activity & PnL tracking. Obsidian’s interactive client portals cover any type of client including institutional, high net worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms.

Zero upfront implementation fees while transforming your client experience. We spread our implementation costs over the term of your contract, so you can deliver the kind of experience your clients deserve today. Rapid deployment is crucial to ensure our clients get value fast. Our in-house project and customer success team ensure that your platform is up and running in weeks, not months. For clients who need a highly custom deployment, we provide consulting and professional services to give you exactly what you need. From custom workflow design to software development, we've got you covered. Easy client onboarding, online data rooms for your funds, streamlined document management, and eSignature, and a feature-rich Investor portal. Move your capital raising online and see your time to raise reduced, your costs reduced and your clients enjoying a world-class experience. Make it easy for your clients to view your offerings and educate themselves with integrated data rooms.

Our IR Websites are fully branded and compatible with all smart devices which are easy to navigate with built-in SEO features to increase your ROI. All SEC filings and stock Information display is seamlessly handled by Market Media Connect and you never need to worry about it. Market Media Connect has its own dedicated customer services department. Our top-notch customer care representatives are ready to help you round the clock whenever you need them. Market Media Connect offers you services loaded with a summary of years of experience and hard work. We know your business requirements, and we know how to get you to the forefront through an integrated business plan. We help you create your visual identity and brand image by creating an attractive, unique, and user-friendly investor relations website. Market Media Connect is an expert in developing strategic marketing plans that guarantee sales and profit ratios.

We bring efficiency to startups and investors through interactions, engagement, and data insights. Get holistic fundraising and investor relations support. Find new investors, engage them, and close deals. If you are new to fundraising, check out our education platform, resources, and events to get you ready for your journey. Find the right investors, and get on the radar of matching angels, VCs, and CVCs for funding. Get ready for fundraising, create a data room that impresses investors, and close deals. Learn how to build an investable startup, deal with investor questions, and fundraise like a pro. Join monthly investor & startup events, access fundraising resources, and over $100K in credits. With our end-to-end investor relations platform and custom investor services, we increase efficiency and help investors make data-driven decisions while overcoming cognitive biases. Collaborate with your team to access deal flow, manage your pipeline & engage with startups.

Search and identify key shareholders to uncover buying and selling behavior. Analyze activity from your market makers and see the biggest gains and losses over periods of time. Take an in-depth look at each institutional investors’ contributions, including how many shares they own and the total value. As part of every managed campaign through Sequire, you receive a customized and targeted media plan defining goals, strategy, specific tactics, and measurement. Sequire’s network of over 5 million active investors enables us to target specific communities of investors across display, email, and social platforms. Our goal is to help you better communicate with shareholders and drive interest from like-minded investors. We continuously report on performance metrics and make ongoing alterations to optimize reach with your target audience.

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.

The cloud solution for all your Compliance and Investor Relations needs. Digitize and simplify your Compliance and Investor Relations processes with our innovative software platform. Digitize your compliance workflows and store all compliance data in one place. Secure and efficient. Digitize your Investor Relations with innovative IR products and make your daily IR work efficient. Innovative digital compliance solutions & tools for compliance managers. We digitize your compliance and support you in your daily compliance work with our innovative compliance products. Compliance COCKPIT – All compliance solutions in one place. Compliance COCKPIT brings it all together: the most important compliance workflows in one integrated platform. Use our effective modules individually or in combination – as you require. Innovative digital solutions and tools for investor relations managers. We digitize your investor relations and support you in your daily IR work.

Innovative digital solutions and tools for investor relations managers. We digitalize your investor relations and support you in your daily IR work with our innovative IR products. EQS IR COCKPIT is the world’s first platform which brings together and coordinates investor data, contact management, disclosure obligations and news distribution in one tool. EQS IR COCKPIT was developed to improve the work of investor relations managers, with simple workflows, better results and added value for you and your investors. Meet mandatory publication requirements. With the disclosure module you can fulfill your disclosure obligations more easily and efficiently than ever before. Reach a wide audience with your financial news. EQS Newswire is a leader in the distribution of corporate and press releases. Worldwide, simple, secure and efficient. Simultaneous upload of news to your website, social media, and stock chart.

B2i Technologies provides the most robust and versatile tools to manage your Corporate website, Investor Relations website and email communications. Our Investor Relations Software solutions work through automation and implements into existing systems with ease in only a few steps. Our solutions not only help you stay compliant but save valuable time while reporting and delivering critical financial data and press release activities to investors. B2i's Investor Relations Solution provides highly reliable and customizable data for corporate websites including press releases, stock data, charting, and SEC filings within SOX compliance standards. Our investor relations software displays real-time data on your website without requiring additional work on your behalf. Once you have completed your filings and press releases they are automatically loaded onto your website and formatted for easy access.

Use Investor CRM to manage your investor funnel. Collaboration is built in - work with mentors and advisors directly in your account. Enjoy instant pipeline visibility and fundraising efficiency. Search a proprietary database of 21,000 VC funds and 100,000 angels, family offices, fund-of-funds, PE firms and more. It's the fastest way to build a target investor list. Use Investor Updates to create engaging newsletters in 15 minutes or less. Stay top-of-mind with current (and prospective) investors. Track views and duration - a strong signal of interest. Browse the ultimate collection of 80+ startup docs, including term sheets, cap tables, pitch decks, financial models, NDAs, and more.

IR.Manager is the fastest, most responsive, flexible and comprehensive IR tool available. With easy-to-use features, IR.Manager saves time, and offers a flexible and powerful CRM, targeting and reporting functionality along with a global buy-side and sell-side contacts database. Manage relationships with institutional investors, analysts and other stakeholders. Keep a record of meeting history and meeting notes. Track your ownership through insightful intelligence sourced from leading financial data and IR service providers. Target new investors through advanced identification, qualification and screening solutions. An extensive range of features for your entire IR team. A more autonomous connection to buy-side and sell-side communities. View your agenda, investor profiles, meeting history and ownership data.

The private asset market is hindered by poor user experience and fragmentation between technology platforms. Vertalo connects and enables the security token ecosystem by utilizing blockchain technology to bring cap tables and investor management into the 21st century. Vertalo’s platform allows new and existing companies to streamline digital asset management and create liquidity. Vertalo’s on-chain secured cap tables give companies and investors more power and flexibility in managing assets. Create tokens to fractionalize ownership or list and trade on an exchange. Vertalo allows you to tokenize assets and distribute to investor wallets instantly. Vertalo's SEC-registered transfer agent platform streamlines and secures the data on the cap table through a sophisticated set of smart contracts that update entries based on on-chain confirmations. The advent of blockchain technology has opened up a world of possibilities in business and cybersecurity.

Unlike traditional CRM systems, Amplify enables EDOs and IPAs to manage their entire investor life-cycle. Enabling you to attract new investments by building relationships. Engage with the investors to achieve their potential and support existing investors by maximising aftercare/BRE. Amplify's intuitive design allows it to be quickly customized to align directly with your service offer with no hidden costs. With fast and easy onboarding and adoption, our team will support every step from system setup, to data migration and training - all included in the license fee. Visual dashboards & advanced analysis tools to measure investment & economic development activity by department, sector & target regions. Email integration, users can track activity and conversations by attaching emails to the designated contacts/companies.

Use Voice Broadcast to send important alerts, promotions, updates, and notifications to customers, employees, voters, and more. Our new streamlined process lets you quickly pick your sender, receiver, and send your message in minutes. Purchase local and toll free numbers from our database to use on advertisements and track the effectiveness of each campaign. Make smarter decisions based on results and get a better understanding of what works for you. Our call tracking service will help you market your business, affordably and effectively. With an IVR (Interactive Voice Response) system, you can set up surveys, polls, appointment reminders, payments, and more for inbound or outbound uses. Customers interact using a simple keypress. Our IVR technology is easy-to-use with a simple drag and drop menu or XML. IVR systems allow you to connect with your customers like never before.

Use one platform to communicate with all your investors, see who is engaging with your updates, and reach out for help by using public and private status updates. Make your status updates as impactful as possible with reminder emails, investor templates, image uploads, and Markdown support. Share your company's story from the start - historical statuses and your team's feedback automatically shared with all members. See every status report from every company you work with all on one platform. Stay up to date with a single chronological view of your portfolio's status updates in the Reportedly feed. Offer help and guidance by sharing comments and liking company updates.

Partner with Nasdaq to learn how your company can maximize the effectiveness and value for your IR Program with Nasdaq IR Insight’s integrated workflow solution. Purpose-built for investor relations professionals. Supporting your workflow with tools and insights that make a difference. Premium content and functionality. Specifically selected across our partners and integrated to optimize your IR program. Since inception IR Insight has improved and evolved to enhance your ROI. Understand your ownership, target investors & contacts, set engagement goals and prepare for roadshows & conferences.​ Leverage Nasdaq’s industry-leading platform to access the latest news, corporate profiles, broker research, estimates & fundamentals and transcripts. With ConnectIR, you can seamlessly communicate and schedule meetings with the buy-side and sell-side directly from Nasdaq IR Insight. Leverage the power of IR Insight on your mobile device and within Microsoft Outlook & Excel.

Discover the Future of Fund Management and Investor Relations with CommonSubDoc. Our purpose-built, easy-to-use, cloud-based SaaS platform with CRM capabilities is the ultimate solution for fund managers, investment managers, and fund administrators. Why Choose Us? Experience: With years of experience in the financial industry, we understand the unique challenges faced by fund managers and investors. Innovation: We continuously invest in technology to bring you the latest features and ensure you stay ahead in a dynamic market. Security: Your data and investments are our top priority. Our platform employs robust security measures to keep your information safe. Customer Support: Our dedicated support team is available to assist you every step of the way, ensuring a smooth and satisfying user experience.

Premier Deal Software for Data-Driven Sourcing and Risk-Free Execution. Pinpoint your best buyer and intermediary relationships. Scale your business development efforts. Expert project management control over due diligence and deal prep. Automate analytics and reporting. Convert market data into actionable intelligence and enhance deal discipline to better control deal outcome. Navatar offers a comprehensive fundraising and investor relations platform. Outpace rivals on the fundraising trail by targeting the right LPs, creating structured processes to nurture them, and ultimately earning your prospective investors' trust. Built on the world's most trusted cloud security platform Salesforce, Navatar connects to the AppExchange ecosystem offering hundreds of apps in addition to industry data providers.

Altvia’s fully integrated product suite and industry expertise optimize the Salesforce CRM platform for the world of Alternative Investments. Translate data and relationships into institutional knowledge to gain the competitive advantage you need to advance your firm for the future. AIM, Altvia’s Private Equity CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. Integrate AIM with a LP Portal or Data Visualization tool to power your internal and external teams. Successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors.

As industry pioneers, we have continued to enhance our Virtual Shareholder Meeting platform. You can conduct shareholder meetings online, providing the best experience for your audience. Live-stream with audio or video, authenticate attendees, and enable validated shareholders to submit questions and vote their shares. Our Virtual Shareholder Meeting elevates the experience of an earnings call by allowing you to authenticate shareholders upon log in, and enabling them to vote and ask questions during the meeting. Increase engagement with greater convenience and security. Conducting secure shareholder meetings virtually enables more effective management while demonstrating transparency and strengthening your relationship with your audience. Simplify shareholder communications, streamline processes, and automate tasks while simultaneously amplifying your brand with our innovative solutions.

Conference calls, transcripts, slide decks & reports. Easily accessible in one place. Browse through our list of 5000+ companies. Used by some of the most prestigious financial institutions in the world. Do what hundreds of thousands of other investors do. Use Quartr for free access to conference calls, transcripts, slide decks & reports. Besides our Beta IR platform, we have also created some third-party integrations, one of them is our Embedded Player. With just a few lines of code your company's latest presentation, together with the accompanying docs, will be instantly available on your website, and automatically updated once a new event has taken place. Automatically updated to the latest event. Average uploading time of 11 minutes. Easily embedded on your site with a few lines of code. Includes the accompanying docs. Skip straight to the Q&A. Collect listen/read data from investors. Intuitive user experience, with everything in one place.

Quaestor is an automated financial collaboration platform that helps investors and founders move quicker together and make better, forward-facing decisions. Get the information you require, without the hassle. Quaestor simplifies the collection of key metrics from your firm’s portfolio companies through data integrations, an intuitive interface, and automated workflows. Save time for both you and your founders and gain immediate clarity on portfolio company performance. Now you and your team can quickly find what they need, when they need it. Say goodbye to information in siloed spreadsheets, personal inbox, or legacy software. Easily access company data, from financial metrics to investment details, across your portfolio and collaborate in real-time with your team and founders.

Present your financials, events, and ESG initiatives and provide easy access to critical information, improving transparency and accessibility for investors. With a dedicated website service manager and customer support that’s always available, you’ll have the resources and expertise you need. Create an exceptional digital experience for your stakeholders. You can choose from our portfolio of engaging layouts, customize your IR site to match the look and feel of your corporate website, or have us design it to your exact specifications – we make it easy. Choose one of our templates and customize it to your needs, or work with our design team on a non-templated website for highly customized design to achieve a unique look. All options are fully responsive and mobile-friendly to provide a seamless visitor experience.

We offer proprietary, multi‐function IR websites that communicate your stock price, news and pertinent financial information to current and potential stakeholders in a seamless, efficient, and fully SEC-compliant website module. Our IR website solution integrates seamlessly into your current website and far surpasses the current design elements and features currently on the market in our price range. With over 20 years of ad agency experience, we understand the importance of consistency and high-quality design. While we have worked on both high-profile brands and start-ups alike, we can be counted on to produce work that presents your brand in its best possible light. All of our IR sites use responsive design and acts as an extension of your current site. If you need a new corporate website, we can help you with that, too. As important as the design, aesthetics, and technology behind our IR websites are, of equal importance is the thought process that goes into what to put where.

In a world, wherein you usually want to be available, an old phone machine now not cut it. Flow to a cloud-based totally telephony gadget with Cloud Dial to assist your corporation and clients stay linked within the workplace or on the circulate. Cloud telephony provides high-quality business-grade voice and advanced call features available on a desk phone, PC softphone or your mobile device, making sure that you never miss that all-important call. A virtual private number is a telephone number that forwards incoming calls to any of a number of pre-set telephone numbers. These are also called a follow-me number, a virtual telephone number or (in the UK) Personal Number. Usually, a virtual telephone number can be set to forward calls to different telephone numbers depending on the time of day and the day of the week using time of day routing. For example, between 9 and 5 on working days incoming calls will be forwarded to one's workplace, but in the weekends to one's cellphone.

Whether you run inbound, outbound or blended telephony operations, our cloud contact center solution is packed with tools to make its workings smoother and more effective. Since it is a cloud-based solution, you will be set up in minutes. You can scale with ease, manage remote or distributed workers, and get access to advanced reporting, analytics and customer experience features without a hassle. An inbound call center forms the integral part of any call centre solution. This system exclusively handles incoming calls from your customers and effectively responds to their needs, basis your business parameters. Where customers are, business must follow. With today’s customers communicating via various platforms, you need an equally agile Contact Center that supports multiple channels to better connect with them. Our multi-channel Outbound Call Center solution allows you to target your specific segments and enhance customer interaction.

SureTel believes in a hands-on approach with our business telephone clients. Our business VoIP phone professionals are always available to discuss your particular situation or give you a demo of our platform. We know once you see it you will be impressed too. Call our business VoIP team at 833-SURETEL(787-3835) or speak with our online representative using the chat feature on this website. We don’t nickle and dime our customers. Every feature we have is included in all our services. Worried about up-front costs. We have your back, rent phones from us and we will manage everything! Worried about up-front costs. We have your back, rent phones from us and we will manage everything! Worried about up-front costs. We have your back, rent phones from us and we will manage everything! Our platform can support any custom feature. Check out our Idea Portal to see what’s in the works.

Replace your IVR system with our AI-powered routing system, so customers contacting your call center can simply describe what they want to talk about. It's not only about a better customer experience, but also brings you data you can use to optimize your customer care processes. Let your customers handle the most popular tasks with an automated system. By freeing your customer care staff from the most repeatable work you are allowing them to develop their skills and specialize. It's a win for everyone - customers, employees and your business. Lekta is the perfect technology to take care of your outbound campaigns, like debt monitoring or customer satisfaction surveys. Each conversation generates a lot of business data, which you can use in your business intelligence systems. Your conversational agent should not only deliver the best customer experience, but also bring you valuable business insights.

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.

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.

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.

Engage audiences anywhere. Take control with virtual event technology. Connect audiences digitally with Issuer Direct’s Virtual Event Platform. Platform id. features Issuer Direct’s cost-effective, cloud-based Disclosure Management System, a premier newswire service with an analytics tracker, an investor targeting service and custom investor relation feeds. There’s no other communications and compliance platform on the market with this number and caliber of features and services. Issuer Direct® is an industry-leading communications and compliance company focusing on the needs of corporate issuers. Issuer Direct’s principal platform, Platform id., empowers users by thoughtfully integrating the most relevant tools, technologies and services, thus eliminating the complexity associated with producing and distributing financial and business communications. Issuer Direct serves thousands of companies around the globe in 18 countries.

Source deals from incubators/accelerators, co-investors, investment banks or your personal network, curate and screen them through objective scoring, build consensus, collaborate with the team members, maintain lists before you decide to take a deal into active evaluation. Customise your deal flow to enable efficient tracking of deals while collaborating with relevant internal and external stakeholders. Also access your entire deal landscape in one view. Access and Manage all portfolio companies in one place with on the fly creation of and collaboration on metrics data, milestones and others. Access all the deal data from the time it was sourced, evaluated and invested in. Manage your investor relations, communication and finances all at one place. Data is never deleted from the system. Only versioned or archived hence, recording the entire deal activity.

Introducing MCUBE’s revolutionary unified omnichannel solution for Cloud Telephony Services – the ultimate breakthrough in business communication. Say goodbye to communication hassles and embrace a seamless experience that allows you to focus on your customers. This cutting-edge technology empowers businesses to provide exceptional customer service, improve productivity, and unlock new opportunities for growth.

SparkTG is revolutionizing the cloud telephony industry by offering cutting-edge cloud IVR solutions. Talk to us to know what all we can bring to your business as the IVR service provider. Every organization needs to create a trust for its customer to generate more sales, provide the best service, and generate bigger profits. SparkTG helps you build that trust with your customers when they call you. At SparkTG, we offer 99.99% uptime; almost no downtime to hinder your business. Incase of any issue, we still ensure the calls remain online and there is always a backup. The audio is very high quality. We ensure 24/7 network monitoring to solve the issues even before they can start to affect your business. Our customer support team is active 24/7. All calls are encrypted for high-grade security, which means that you can use Transport Layer Security (TLS) and Secure Real-time Transport Protocol (SRTP).

MyOperator is India's top cloud communication provider, with 10,000+ businesses like Amazon, Myntra, and Apollo using its offerings like Corporate Line, 360-degree Campaign Management, and Office IVR. Why MyOperator? MyOperator empowers your team to optimize every call or interaction into a business opportunity, making it a trusted cloud telephony provider for enterprises like Dominos, Apollo, and Razorpay, with a rating of 4.5 on Google and recognition from SoftwareSuggest and Compare Camp Rising Star Award. MyOperator provides various products to enhance communication and productivity, including Corporate Line, Cloud Contact Center, Office IVR, Campaign Management, Multi-store Solution, and WhatsApp Business API. These products help with remote team connectivity, managing customer interactions across multiple channels. VoIP service from MyOperator has a wide range of capabilities, including video conferencing, intelligent call management, voicemail, call recording, IVR, ca

Smartz Solutions is the disruptor reshaping the contact center landscape. Traditional legacy systems, with their entangled infrastructures and exorbitant fees, have held businesses hostage for too long. Contact centers are tired of being burdened by disjointed systems with hefty price tags and bad customer and employee experiences. We’re redefining the contact centre experience through our AI-powered 360-degree experience platform. We’ve been there. We paid for the legacy systems. We had 15 different systems running (at a snail's pace) at once to be able to run our call centre. We know the pain of not being able to find data quickly enough (sometimes at all) to help customers. And we sure know what it’s like to have employee information in multiple systems; never showing a clear view of the business. Losing money, opportunities and patience doesn’t have to be how you continue to run your call centre. Through a comprehensive tech stack, you will finally have your entire custom

Exceed customer expectations with a leading provider of agent services plus AI-powered digital and voice automation. No matter what industry you’re in, the measure of success is in the numbers. At [24]7.ai, we understand the challenges that are top of mind for customer-centric organizations—and we know how to deliver results. Our solutions and services are purpose-built to make an impact on the metrics that matter most: CSAT scores, revenue, and ROI. See what kind of measurable impact we can make for your business. [24]7.ai Engagement Cloud delivers a personalized and predictive customer experience with dramatically less effort—from you, your agents, and your customers.

Publish content from your branded online news center. Post, host and distribute all of your multimedia content and news stories from your own corporate URL, seamlessly integrated directly into your current website. Distribute published content directly to your traditional and social channels, enhancing both SEO and search in mobile apps and devices. Investor Relations hubs come preloaded with all the key features of best practice IR websites to enable public companies to not only meet financial disclosure, but tell your corporate story to broaden audiences and followers. Our proprietary CMS includes automated financial reports and stock quotes, press release postings, event calendars, social media sharing, email alerts and other key components. Leading companies use our award-winning software to seamlessly integrate a branded IR website within minutes into their existing corporate website.

Manage your earnings calls, investor days, press releases and filings, and your IR website within an integrated platform. With a single login, you can easily access and switch between your IR webcasts, IR website, press release distribution, regulatory filing, governance hotline, and WeConvene. Enjoy an integrated IR communications experience with one-click reporting, an interactive calendar, and actionable insights. With access to the Unison IR Platform, everything you need is at your fingertips. Whether you need to upload your next earnings release, schedule your next webcast, or look at some quick analytics for your IR website, you can do it all in one place. Central source for all applications, activities, at-a-glance key metrics for each activity, latest news, and direct access to customer support. Combined view of all IR activities, dynamically managed and displayed, with single-click links to all events and quick access to actionable reports.