Alternatives to PortfolioIQ
Compare PortfolioIQ alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to PortfolioIQ in 2026. Compare features, ratings, user reviews, pricing, and more from PortfolioIQ competitors and alternatives in order to make an informed decision for your business.
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1
Standard Metrics
Standard Metrics
Standard Metrics is a platform designed to automate and streamline portfolio reporting for venture capital (VC) firms and their portfolio companies. By centralizing data collection, analysis, and reporting, it helps teams save significant time and resources. The platform enables faster and more accurate reporting to Limited Partners (LPs), as well as in-depth portfolio reviews, making it easier for both VCs and companies to monitor performance. Standard Metrics provides powerful benchmarking tools, industry-leading templates, and integration with existing systems, helping firms drive more efficient decision-making and better fund performance. -
2
Optimizer
Synertree CMS
Set up asset allocation rules and keep the portfolio running as you intended. Rebalance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk-adjusted return metrics. Lower your infrastructure cost to Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more power. Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard. Our capital management software are built with your clients in mind.Starting Price: $220 per month -
3
Planwhiz
Planwhiz
Planwhiz empowers finance to unite other departments around common goals and easily perform variances analysis to identify opportunities for growth. Planwhiz provides a single source of truth by connecting to accounting, HR, and spreadsheets and provides detailed information on the source of each budgeting item. Planwhiz brings everyone on the same page. Streamline your planning process to drive results with Planwhiz. Rapidly adapt to changing conditions with flexible financial planning that is easy to use, accurate, and collaborative. With pre-built reports such as P&L, Cashflow statements, SaaS metrics, headcount insights, and more, Planwhiz provides real-time insights and analysis for every scenario. Eliminate tedium and liberate your productivity by automating clerical report-making tasks. Get your reports as and when you need them, with performance being able to be shared both internally and externally. -
4
DPMX
Syncopation
DPMX is an innovative project and portfolio management system that is based in solid, proven decision analytics and backed by enterprise-level data management tools -- effectively stamping out the labyrinth of email, conflicting spreadsheet revisions and "which are the latest results" debacles so teams can focus on what matters most -- creating portfolio value! Project managers and subject matter experts provide project-specific inputs to the DPMX System via an Excel spreadsheet -- a familiar, learn-nothing-new valuation environment. Not only does the spreadsheet furnish a familiar environment for data elicitation, it also provides real time feedback of project valuation metrics, increasing ownership and reducing errors. The Excel spreadsheet contains all of the data necessary to evaluate the project including the complete implementation of the valuation model. Virtually anything that can be modeled in an Excel spreadsheet can be built into the valuation model. -
5
FIN Reporter
FI Navigator
Meetings focusing on your institution’s performance don’t usually get scheduled with a lot of lead time. FIN Reporter delivers complete control to users on reports, metrics, peers, time spans, and graphics to create custom content for any meeting scenario. How can you ensure that your meeting content precisely matches the meeting focus and objectives? Transform unprecedented data into presentations that create consensus and fit any meeting time frame. Compare and contrast your institution’s performance against peers or stand-alone trends, then zoom in on specific metrics that matter most during the conversation. Produce differentiating meeting content that resonates and creates an impetus for action. UBPR or FPR report formats, over 50 pre-built FIN reports, and quick click metric zoom. Peer group on/off toggle, and time span change toggle. Profit, growth, risk or offering reports, multi-metric report view, and single metric report view. -
6
HiBob Finance Suite
HiBob
HiBob’s Finance Suite is a modern financial planning platform that aligns people plans with financial goals. It combines financial insights and collaborative planning to give businesses a complete view of performance. Teams can analyze key metrics, track burn rate, and monitor runway using real-time dashboards. The platform integrates live headcount data to ensure accurate forecasting and budgeting. Finance and HR teams can collaborate on workforce planning and cost management with shared data. Built-in models and metrics help organizations plan confidently and adapt quickly. HiBob’s Finance Suite enables growing businesses to make smarter, faster financial decisions. -
7
Reach Reporting
Reach Reporting
Tired of remapping your financial data? Reach allows financial professionals to sync their financial data directly from the source and create beautiful reports for their clients. Choose from pre-built reports, dashboards and metrics or customize your own. Access your key financial reports and dashboards from any device. Create universal reports and dashboards that work for all of your clients and stay automatically updated. Save yourself time and frustration with easily never having to remap your data for financial reports. Whether it's a view from 35,000 feet or viewed through a microscope, the data is live, and gorgeously displayed. Sharing specific data has never been easier. Built on a spreadsheet platform, Reach Reporting is created to make CPAs lives simpler.Starting Price: $149 per month -
8
FinanceIQ
FinanceIQ
FinanceIQ is a financial analytics platform designed to transform NetSuite data into real-time dashboards, reports, and actionable insights. The platform connects directly to Oracle NetSuite to provide live financial data without the need for spreadsheets or manual exports. Users can monitor key metrics such as revenue, profitability, and cash flow through interactive dashboards. FinanceIQ also supports automated financial reporting, allowing teams to generate board-ready reports with charts, commentary, and insights in minutes. The system includes tools for rolling forecasts, variance analysis, and scenario planning to support strategic financial decision-making. Its AI-powered assistant, Finley, analyzes financial data and answers complex questions using natural language queries. By combining automation and AI insights, FinanceIQ helps finance teams make faster, data-driven decisions.Starting Price: $100/instance/month -
9
Clariteer
Clariteer
Clariteer is a modern portfolio-reporting platform for individual investors and small family offices investing directly in private equity and venture funds. Instead of manually extracting data from quarterly reports, capital account statements, notices and emails, Clariteer uses AI to read, structure and centralize information automatically. Investors get a unified dashboard showing commitments, paid-in capital, NAV, calls, distributions, and performance metrics like TVPI, DPI and IRR across funds, currencies and geographies. Clariteer also provides cash-flow modelling to forecast future calls and distributions. The platform offers clean visualizations, cash timelines, portfolio overviews and downloadable reports. It eliminates spreadsheets and scattered documents, giving investors clarity, consistency and control over their private markets portfolio. Designed for founders-turned-investors, angels and small family offices who want professional-grade reporting. -
10
altshare
altshare
altshare is an equity management platform built for entrepreneurs that delivers end‑to‑end automation across every stage of your cap table and equity workflows. Its Smart Cap Table engine automates spreadsheet updates, ensuring precise, real‑time tracking of share counts, ownership stakes, and dilution with zero manual errors. Waterfall Modeling lets you map and optimize exit scenarios, while SBC Expenses automates ASC 718/IFRS 2 reporting, for instance, compliant expense analyses. Custom Equity Plans streamline grant issuance, vesting schedules, and compliance, and Funding Scenarios help you simulate fundraising rounds to accelerate growth. Integrated 409A and ASC 820 valuation services generate defensible, paper‑ready deliverables in minutes, and the Shareholder Representative solution secures M&A transactions with expert oversight. Portfolio Management consolidates stakeholder views and performance metrics, and seamless data integration imports your existing records in one click. -
11
Clockwork
Clockwork
Clockwork Universe is a digital investment office for private markets that centralizes alternative investments, including private equity & venture capital, direct private deals, holding & operating companies, syndicate/SPV deals, real estate, public equities, cash, collectibles, and more, into a single platform. It offers portfolio monitoring with a dynamic dashboard for quantitative and qualitative data, transaction management at holding and portfolio levels, opportunity tracking via investment profiles and pipeline organization with tagging, custom metrics at the holding level, and portfolio-wide metrics for holistic performance views. Advanced features include Suggested Updates (AI‑powered extraction of insights from unstructured inbox data), a Chrome extension for seamless data capture from LinkedIn, Crunchbase, documents, and web browsing into portfolios, and portfolio‑centric chat for focused collaboration. -
12
Dividend.watch
Dividend.watch
Forget spreadsheets or complex data entry. Easily track over 83,100 stocks & ETFs within your very own dashboard. A convenient way to track a portfolio of any size, estimate future income, calculate diversification, and stay on top of all updates. Advanced dividend calculator on the web packed with great features. Calculate any stock in any scenario in a few clicks! Every investor needs to know what is his dividend income. Smart investors look for other useful metrics that help them to make the right decisions. All useful information about your monthly dividend income is in one place together with useful metrics which are recalculated every 24 hours automatically. Buy and sell popular dividend stocks and build up your portfolio. Track all important metrics like dividend yield, the yield on cost, dividend income, P/E ratio, and much more. Calculate dividend income and other metrics. Estimate your monthly dividend income. Diversification and keeping track of your dividend portfolio.Starting Price: $5.3 per month -
13
gini
gini
Replace hard-coded spreadsheets with automated data feeds from your portfolio companies. Use anti-fraud algorithms to identify red flags. Instantly use public and private comps for DCF analysis. Build up-to-date cash flow forecasts in minutes. Get a standardized financial report every month. Automatically update data in your spreadsheets. Identify issues and ask the right questions early. If you’re an investor and you don’t have a financial fraud in your portfolio, it’s probably because you haven’t found it yet. Automate your data collection process to get accurate, real-time data on your portfolio companies. Granular real-time financial data on all your current, and future investments. Forget hard-coded Excel spreadsheets and reminder emails to your portfolio companies. Streamline your data collection process with live data sent directly into your own models and spreadsheets, updated every day. -
14
BetterMetrics
BetterMetrics
No more copy-paste of your marketing data: Automatically export all your marketing ads data every hour to Google Sheets so you are always up to date with your marketing campaigns and how they perform. Statistics show that up to 82% of marketers have produced incorrect reports for their C-level management because of outdated data. 92% of digital marketers spend too much time collecting data from different sources for internal metrics reporting. You can enjoy BetterMetrics’s marketing data automation awesomeness for just 25 Euros per month. If you spend more than just 1 hour per month on pulling reports, copy-pasting, setting it up in a spreadsheet, and so on… and let’s be honest here… you spend a lot more time than that! By using BetterMetrics automated PPC reporting, then you basically just got all that time back, so you can do something useful that will move the needle to more business and more revenue, what’s not to like?Starting Price: $49 per month -
15
Pulse
AssetBook
Pulse by AssetBook is an attractive, easy to use, and intuitive portfolio management system built with an open API. Simple to integrate with your other software, Pulse makes it easy to interact with all of your firm’s integrations in a meaningful way. Pulse features a firm dashboard, critical to understanding your business’s metrics, AUM, and fee revenue growth over time. Easily and intuitively monitor your top investment holdings and global allocation through your Pulse dashboard. -
16
Reimagine performance reporting with continuous insights, real-time planning, and collaboration capabilities at your fingertips. Provide a single source of truth to decision-makers about the most important business metrics in real-time. SAP Digital Boardroom tells the story behind data while transforming board meetings into immersive and customized experiences. Make smart decisions in needed moments by accessing and interacting with your most important data, integrated across a single source of truth. Create meaning behind your KPIs by connecting experiential and operational data, visualizing performance metrics, and leveraging smart insights. Drive change through collaboration and boost productivity by accessing and sharing your resources in real-time. Lead meetings with more confidence with a unique user experience that supports real-time insights for better outcomes. Support collaborative decision-making with interactive data visualizations and responsive layouts.Starting Price: €4,000 per month
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17
VentureLine
VentureLine
Year-to-year comparisons can highlight trends and point up the need for action. Trend ratio analysis works best with VentureLine's five-year accounting ratios married with a common size analysis. With time period to time period in financial analysis, good or poor performance becomes obvious. VentureLine provides cross-sectional financial analysis tools, comparing industry financial ratios to any company or comparing two companies in similar lines of business. Highly recommended by expert analysts is the most effective form of cross-sectional financial analysis: comparing a company's financial ratios and common size percentages to industry ratios and percentages in which the company competes. One way to visually zero in on potential problems and missteps taking place within a business is to prepare and study common size financial statements. Common size financial statements get rid of the dollars and cents, reflecting account balances as percentages only. -
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IBM Cognos Controller supports the close, consolidation and reporting process with the agility and affordability of a cloud-based solution. It enables finance teams to automate and accelerate the financial close with minimal IT support. It also helps finance teams deliver financial results, create informative financial and management reports and provide the chief financial officer (CFO) with an enterprise view of key financial ratios and metrics. Automate your close process and simplify the task of providing certified financial information. You can flexibly define and maintain changing rules and processes without coding, scripting or complex language. Automate intercompany eliminations, allocations, currency conversions, acquisition calculations and more. Track data flow throughout the consolidation process, and monitor performance of subsidiary reporting with built-in workflow and status reporting.
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19
Semantrum
Semantrum
24/7 monitoring of mentions and audit of reputation in the media, web sources, social networks with detailed analytics, visualization and tracking dynamics according to your personal metrics. About brands, persons, events or any keywords. Build detailed reputation analytics based on AMEC principles or your own metrics and KPIs Track metrics: media loyalty index, audience coverage, emotional color of publications in relation to the monitored object, publication resonance, etc. Identify information trends and respond to them in time or use effectively. Analyze the media activity of competitors in real time and dynamics by various parameters Track promotions, product portfolio news, look for new directions, including abroad. Make detailed media analytics about competitors content and PR strategy. Use easy-to-use benchmark reports and customized interactive infographics.Starting Price: $40 per month per topic -
20
ArcFinAnalytics
Archarina
Easily connects with all data sources to analyze the different sets of raw data. Extract the analytical insights to make well-informed decisions. Consolidated financial KPIs at your fingertips! Get an integrated overview of key financial metrics to monitor the business performance. Download all crucial financial statements like balance sheet, profit and loss, cash flow, and income statement any time you want. The accounting data stack is subjected to high-quality audits to discover unusual trends or patterns, anomalies, or activities of suspicious nature. -
21
Qval
S&P Global
Safeguard your valuation policy, centralize the process, and reduce time spent reporting with Qval. Private equity, growth equity and venture capital firms need accurate intelligence on the value of private assets in their portfolios for investor reporting and audit obligations. Qval is S&P Global's unique software-based valuation solution for asset managers with private market investments. Update valuations across your portfolio in record time, respond to third party questions with confidence, and ensure the carrying values reported by your team align to firm-wide valuation policies and industry best practices. Get started quickly with an audit-tested solution that has processed over 10,000 cap table & COI filings and automated over 95,000 portfolio valuations. Qval is fully integrated with iLEVEL and our full range of private market solutions, creating efficient workflows and automating many manual tasks. -
22
Chronograph
Chronograph
Chronograph is the modern portfolio monitoring and analytics platform built specifically for private equity investors. It unifies portfolio company KPIs, valuations, ESG metrics, and qualitative insights into a single system that delivers unmatched transparency across funds, vehicles, and underlying companies. General Partners use Chronograph to automate data collection, streamline mark-to-market processes, and produce accurate reporting at scale. Limited Partners rely on its structured data and analytics to evaluate performance across thousands of funds with clarity and precision. With cloud-native technology and intuitive workflows, Chronograph eliminates manual spreadsheets, inconsistent templates, and fragmented systems. Built by private equity professionals, it accelerates diligence, enhances reporting accuracy, and unlocks the strategic value of private investment data. -
23
PortfolioMetrics
PortfolioMetrics
PortfolioMetrics is a web-based platform that helps you analyze and improve your investment strategy. With just a few inputs, you can simulate how a portfolio would have performed historically, compare it to benchmarks, and run deeper simulations like Monte Carlo forecasts. Whether you're a private investor, a financial advisor, or a content creator, PortfolioMetrics gives you the tools to evaluate risk and performance, optimize asset allocation, and create shareable insights. The platform supports: - Historical backtests based on real market data - Strategy comparison and benchmarking - Key metrics like CAGR, drawdowns, and Sharpe ratio - Advanced tools like Monte Carlo - Export options (PDF, CSV) and public sharing links -
24
Smart Clerk
Smart Clerk
Smart Clerk is an AI-powered tool designed to transform financial documents into bookkeeper-ready reports, streamlining financial management for small and medium-sized businesses. By processing bank and credit card statements, Smart Clerk automates data extraction, categorizes transactions, and generates comprehensive financial reports, eliminating the need for manual data entry. Users can upload statements directly to the platform, where the AI swiftly handles various formats from any financial institution. The tool offers customizable transaction categorization tailored to specific business needs, and for those uncertain about category selection, the AI provides recommendations based on business descriptions. Additionally, Smart Clerk enhances vendor management by automatically matching vendor names, even when abbreviated, allowing users to view balances, invoices, and transactions in a centralized location.Starting Price: $29 per month -
25
Finlens
Finlens
Finlens is an AI‑powered accounting co‑pilot that delivers real‑time financial clarity and automates the entire bookkeeping workflow for startups and CPA firms. Its intuitive dashboard aggregates data from over 1,000 bank and credit card integrations to provide GAAP‑ready books, instant key metrics (runway, burn rate, MRR, ARR, and customer growth), and interactive spending analyses without manual data entry. Transactions are automatically categorized and reconciled, while custom reports, balance sheets, profit & loss statements, spending and schedules, are generated on demand. Finlens syncs seamlessly with QuickBooks for zero‑friction setup, offers instant invoicing and receivables/payables monitoring, and supports collaborative access for founders, CFOs, and accountants. Built‑in AI insights highlight patterns in expenses and inflows, accelerate monthly closes, and free teams from spreadsheets and email threads by centralizing communication and approvals within the platform. -
26
Financial Statement Analysis
App4Finance
Financial Statement Analysis is a software application designed for companies who adopt the IFRS and GAAP accounting standards. This provides an in-depth performance evaluation of the business through a screening of the last available financial reports. Upon entering the company’s IFRS financial data (from Statement of Financial Position and Income Statement), the system assesses the business’ Profitability, Solvency, Capital Structure and Liquidity, generating a financial report complete with ratios, charts, graphs, and comments discussing the company’s performance and the related rating score. The system, through complex business intelligence algorithms, generates automatic comments discussing the company’s performance and rating. The report can be downloaded on your own device and edited according to your needs. The report can be downloaded in: Word file, Excel spreadsheet and PDF.Starting Price: $21 per user per month -
27
Prism
Prism
Prism offers a comprehensive solution to evaluate and enhance your development team's productivity by providing real-time data, tracking key metrics such as code review speed and merge requests, and visualizing performance trends over time. By comparing your company's developer productivity with industry peers, Prism enables you to identify areas for improvement and boost efficiency. It delivers essential metrics in a single, accessible location, empowering you to unlock your developers' full potential. Compare your company's developer metrics with those of similar companies. Prism delivers essential metrics that help you improve productivity, all in one place. -
28
DrillPoint Reports
Capital Business Solutions
With an easy-to-use interface, DrillPoint Reports offers you the scalability to create simple or complex financial reports, all integrated with your MIP Fund Accounting™ software. DrillPoint Reports allows you to easily access your financial data within Microsoft Excel® and create presentation-quality financial statements using a familiar, user-friendly spreadsheet application. Creating any number of pre-formatted financial statement templates, DrillPoint Reports enables you to produce custom, high-quality financial statements for delivery to your board and external advisors. In addition, DrillPoint Reports allows you to manipulate your data, add formulas, graphs, and other more advanced Excel features to maximize the value of the information you’re presenting to others. -
29
Oobeya
Oobeya
Oobeya is an engineering intelligence platform that helps software development teams accelerate their value delivery performance. Oobeya works with code repositories, issue tracking, testing, application performance monitoring (APM), and incident management tools to measure engineering metrics, like cycle time, lead time, sprint planning accuracy, pull request metrics, and value stream metrics (VSM), and DevOps DORA metrics. Oobeya's goal is to help software engineering teams to make a shift from an intuition-driven approach to a data-driven approach by plugging into the SDLC toolset. Oobeya connects to Git repositories like GitHub, GitLab, Bitbucket, Azure DevOps, issue tracking systems like Jira and Azure Boards, and CI/CD platforms like Github Actions, GitLab CI, Azure Pipelines, and Jenkins.Starting Price: $12 per dev / month -
30
Rundit
Rundit
Rundit powers a single source of truth and helps VC, and private equity firms stay on top of their investments and enhance efficiency within their team. With Rundit, fund managers could automate different tasks, from aggregating portfolio data, to calculating fund KPIs and drafting LP reports. Your VC team will get the entire portfolio snapshots, plus quick discovery of insights from the company and fund levels. Here's the list of Rundit features that help investors stay on top of your investments and portfolio performance: Investment analytics and portfolio overview dashboards LP reports Automated calculations of investment returns and related metrics Aggregate portfolio and investment data as a single source of truth Customize metrics, KPIs and report templates for portfolio companies Activity log to keep track of changes made by VC team or portfolio companies Comment on portfolio reports internally or LP reports Capital Allocation to monitor investment diversifications.Starting Price: $299 per month -
31
Row Zero
Row Zero
Row Zero is the best spreadsheet for big data. Row Zero matches the experience of traditional spreadsheets but can handle 1+ billion rows, process data much faster, and connect live to your data warehouse and other data sources. Row Zero spreadsheets are powerful enough to pull entire database tables into a spreadsheet, letting non-technical users build live pivot tables, graphs, models, and metrics on data from your data warehouse. Row Zero also offers advanced security features and is cloud-based, empowering organizations to eliminate ungoverned CSV exports and locally stored spreadsheets from their org. With Row Zero, you can easily open, edit, and share multi-GB files (CSV, parquet, txt, etc.) Row Zero has all of the spreadsheet features you know and love, but was built for big data. If you know how to use Excel or Google Sheets, you can get started with ease.Starting Price: $8/month/user -
32
Software.com
Software.com
Software.com's development observability platform enhances transparency in software delivery by identifying bottlenecks, removing blockers, and measuring improvement over time. The platform offers fully automated metrics and insights, eliminating the need for manual API integrations and data management, and allowing teams to focus on leadership rather than data handling. It provides universal metrics standardized across companies, enabling performance benchmarking against similar-scale organizations. With a fast and effortless setup, users gain access to six months of historical data within minutes. The platform integrates seamlessly with tools like GitHub, GitLab, and Bitbucket to track key metrics, and connects with Jira and other tools for additional insights. Workflow automation features empower teams to collaborate more effectively and accelerate shipping, offering functionalities such as deploy previews, digests, reminders, asynchronous reviews, and a standup bot.Starting Price: $5 per month -
33
Aderant Benchmarking
Aderant
Aderant Benchmarking is an innovative data analytics solution providing unprecedented insight into law firm billing efficiency and revenue realization by comparing their key metrics against those of their market and peer group. Benchmarking enables firms to benchmark, track and analyze and track key rates and profitability metrics, ensuring that they remain competitive, not complacent. -
34
KwickMetrics
KwickMetrics
KwickMetrics is built around the Walmart and Amazon seller journey, helping sellers move from stronger listings to profitable growth—all in one platform. Whether you're a solo entrepreneur managing an FBA store or an eCommerce agency juggling multiple client accounts, KwickMetrics equips you with everything needed to streamline your data, optimize your ad spend & listings, track reimbursements, and scale your profits—all from a unified, intuitive dashboard. With the increasing complexity of marketplace selling, staying on top of performance, profitability, and operational gaps is harder than ever. KwickMetrics simplifies this chaos by bringing marketplace data, advertising analytics, profit and loss tracking, ad management, listing optimization and review automation together into one intelligent toolset. It’s designed to reduce the time sellers spend juggling spreadsheets, while increasing the insights they gain from their marketplace performance.Starting Price: $15 per month -
35
Klaus
Klaus
High-growth companies use Klaus to improve their customer support quality. - Improved CSAT & efficiency metrics after the first month of usage. - Impactful coaching sessions and 1-1s based on performance metrics and conversation examples. - Actionable metrics to track quality and identify issues as they arise. - 90% time saved compared to doing reviews manually using spreadsheets. Zoom in on details with data insights and zoom out for perspective with data visuals. A quality all-in-one, Klaus is your single source of information for training & improving. -
36
Measure Studio
Measure Studio
Powerful social media analytics, data, and insights that put you in control of your performance. Insights that lead to better content, not bigger spreadsheets. Quickly analyze and compare results against critical benchmarks for every post, video, and story. Fast-track social media reporting with instant, customizable slides that can be refreshed at any time. Personalize your experience to emphasize critical metrics and highlight what matters most. Trusted by media, brands, and agencies around the globe. Effortless social content data for publishers, brands, and agencies. Explore and group data across your social media accounts. Self-learning artificial intelligence keeps you ahead of the curve. Group posts across many accounts for easy organization & reporting. Instantly export all of your data from anywhere. Custom social media dashboards. Generate decks with one click. Performance benchmarking simplified, all your social media data in one place. -
37
ActiveMetrics
PureShare
PureShare® ActiveMetrics® performance metrics software is a day-to-day management tool. It eliminates the need for managing and generating manual reports by providing direct access to performance metrics, business metrics and reporting metrics. ActiveMetrics does the work to give executives, managers and staff the answers they need – clearly displayed, anytime, anywhere – to proactively monitor business metrics and drive results. ActiveMetrics is the most flexible, adaptable and extensible software to collect business information from anywhere and transform it into operational metrics. Always on, improving operational and business efficiency and significantly reducing costs over traditional reporting. Automated, bypassing the protracted cycle of requesting, reading, analysing and summarizing reports. Flexible dashboards adapt to any screensize for easy access anywhere & anytime. -
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UNTAP by EXM
EXM Insight Limited
UNTAP is the next generation portfolio management and value creation solution for Private Capital Markets. UNTAP Portfolio Management helps you consolidate your financial results, value creation planning and ESG metrics giving you - Increased confidence of achieving growth in Earned Value. - Increased confidence of achieving sustainable returns. - Improved transparency between investors and shareholders. It offers the power of portfolio monitoring, value creation planning and ESG tracking in one flexible solution. By combining ESG metrics with your VCP and portfolio monitoring means that you can measure, benchmark and improve your sustainability goals and clearly demonstrate to your stakeholders the positive improvements that are being achieved to drive sustained growth. -
39
Power My Analytics
Power My Analytics
Easily integrate the metrics you need into your favorite data visualization, analytics, spreadsheet, and database tools! Save time by skipping all the logins and manual data collection. Avoid custom development costs. Use a Power My Analytics data hub to automate the metrics you want. With just a few clicks, your hub can connect to an array of sources allowing you to consolidate your marketing data into integrated dashboards, reports, and sheets. Data is your power! With Power My Analytics as your trusty sidekick, you'll have more time to focus on work and all the metrics you need to create insightful reports that'll impress your clients or boss. Automatically collect data from over 35 popular marketing-related platforms. Easily integrate with the best tools for data visualization, analytics, spreadsheets, and databases. Save time by eliminating manual data collection.Starting Price: $9.95 per account per month -
40
Kixmon
Kixmon
Kixmon is a powerful TikTok Shop profit tracker and an official TikTok Shop Partner, designed to give sellers complete financial visibility and accuracy. With real-time, automated profit tracking, Kixmon connects directly through TikTok’s official APIs to consolidate every key metric — sales, GMV Max Ads spend, promos, referral fees, shipping fees (FBT, TikTok Shipping & Seller Shipping), affiliate and partner commissions, non-order adjustments, refunds, and true net profit — all in one simple dashboard. It provides product-wise, SKU-wise, and order-wise profit tracking, helping sellers instantly identify which products drive revenue and which reduce margins. Kixmon eliminates spreadsheet errors and saves hours by offering an exportable, detailed Profit & Loss statement — giving sellers instant clarity into every profit-impacting metric. Trusted by top TikTok Shop brands like Oudware and JiYu Skin. Kixmon gives you the confidence to grow sustainably with real-time profit tracking.Starting Price: $49/month -
41
Omega Crypto Risk Management
SynOption
Omega is a risk management platform that allows Crypto managers to view their risk in a modular, efficient, and metricized manner. Few key features of Omega 1. Portfolio Risk - View risk across a variety of metrics, scenarios and aggregations to fully understand positions and risk 2. Market Data - Exchange-based market data, that can be converted to standard form risk pillars. Integration to Primus for SynOption Market data. APIs for client market data 3. Lifecycle Management - Exercises, expiries, fixing management and barrier management capability. APIs for notifications to other systems for lifecycle events 4. Portfolio Hierarchy and User Management - Flexible portfolio configurations and role based access control for portfolio access. -
42
Spotlight.ai
Spotlight.ai
Spotlight.ai is an autonomous deal execution platform that transforms sales pipelines into self‑driving revenue engines by capturing, qualifying, reviewing, and advancing every opportunity without manual intervention. It listens to and extracts structured data from calls (Zoom, Teams, Gong), emails, and CRM entries; fact‑checks deal status and risk factors; and executes bottom‑up MEDDICC qualification to identify champions, economic buyers, and other stakeholders. Its AI agents generate evidence‑backed business cases, decks, and next‑step recommendations, inject clean, metric‑driven updates directly into Salesforce, and run zero‑touch deal reviews with predictive forecasts and leading indicators. By continuously mapping relationships between pipeline activities, deal data, and team inputs, Spotlight.ai maintains full data hygiene, automates opportunity progression (stages, activities, qualification), and highlights material gaps for reps to address. -
43
Vareto
Vareto
It only takes a few weeks with Vareto's financial planning and decision-making platform. Spend less time manipulating data and more time driving the business forward. Enable faster decision-making with finance software that is flexible, customizable, and scalable as your business needs evolve. Make smarter decisions with a 360° view of financial and operational performance. With dynamic dashboards and custom metrics, it's easy to identify opportunities and take immediate action to ensure the organization is moving in the right direction. Foster a culture of data-driven decision-making across your organization. Eliminate time-consuming data pulls and back-and-forth emails. Provide company leaders with instant, self-serve access to the data they need. Beautiful visualizations and up-to-date data make it easy to take decisive action with confidence and agility. -
44
PwC Saratoga
PwC
Saratoga Benchmarking covers 40+ years of history and measurement from over 2,000 clients globally. Through Saratoga, organizations can evaluate their HR data and derive insights with only a couple of hours of effort. PwC’s Saratoga tool revolutionizes the approach to HR data analysis. Saratoga’s Human Resource Information Service (HRIS) Workflows allow us to work directly with raw data from an organization’s HRIS and automatically calculate results for metrics and provide effective insights. Organizations can efficiently gain an understanding of their employee base and learn to do more with people data as their organization changes and reorganizes. The Saratoga Institute developed the first HR metrics 40 years ago and has set the standard ever since. Effectively manipulate and analyze your data with stat analyses, with meaningful comparisons to thousands of organizations. -
45
QuotaBook
QuotaBook
You can stay up-to-date with portfolio companies by customizing templates for founders to fill in, checking status of reports and downloading data with a single click. All your investment history is outlined to track records and analyze performance, helping you to make smarter decisions on your future investments. You can rely on our dashboard crafted for you to check latest ownership changes, track capital usage and filter down metrics based on your needs. Post-investment management is easier with cap table data synced, business performance updated and voting agenda shared to better communicate and understand your portfolios. Manage stock options and plans from issuance, vesting, awards, and more. Requesting shareholder approval on corporate matters can be effectively handled by creating agendas, sending email reminders and receiving online voting results with e-signatures. -
46
UpMetrics
UpMetrics
UpMetrics is an impact measurement and management platform designed to empower mission-driven organizations to define, collect, analyze, and leverage data to maximize positive social outcomes. The platform offers an impact framework builder, enabling users to outline their mission, vision, and measurable objectives in a clear and structured manner. Users can gather and manage impact data by creating and deploying data requests or importing data from other systems, simplifying reporting processes. UpMetrics provides customizable dashboards to visualize data, track progress over time, and uncover insights to inform and optimize programs. These insights can be used to enhance program effectiveness, streamline reporting, and strengthen storytelling to attract mission-aligned funding. The platform serves various sectors, including nonprofits, grantmakers, impact investors, and for-profit organizations, offering tailored solutions to meet diverse needs. -
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StepChange
StepChange
A powerful and comprehensive suite of cloud-based software tools for Corporate Net-Zero Management & ESG Measurement, Reporting & Benchmarking. Set science-based targets aligned to the SBTi's NetZero Standard. Report ESG metrics across a host of global reporting frameworks (BRSR, GRI, etc.) with the click of a button. Measure the environmental footprint of any SKU in your portfolio within days, not months. Calculate financed emissions via a proprietary science-based approach that leverages credible emissions models and frameworks (GHG Protocol, PCAF, etc.). Invest sustainability and make informed decisions that maximize the ESG performance of your financed portfolio. Design, develop and manage a bespoke employee sustainability program using the StepChange App. Employees can measure their personal environmental footprint, learn to live more sustainably, track their progress and earn rewards! -
48
FolioSure
Acuity Analytics
Private market leaders are under pressure to act faster, stay sharper, and deliver deeper insights — all while managing growing data complexity. FolioSure, powered by Agentic AI, is built to meet that challenge head-on. It enables smarter, faster portfolio monitoring by combining intelligent data extraction, real-time insights, and integrated analytics — purpose-built for private markets teams. 🔹 Cut reporting time by up to 35% 🔹 Streamline workflows with seamless system integrations 🔹 Get support for valuation models, investor queries, and regulatory demands 🔹 Monitor complex structures including CLOs effortlessly If your current infrastructure can’t keep up with the pace of decisions — it’s time to rethink what’s possible. FolioSure gives you clarity when it matters most. We serve Private Equity, Fund of Funds, Private Credit, Secondaries, Venture Capital, Alternative Asset Managers, Pension Funds, Sovereign Wealth Funds and Real Assets. -
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Coin Metrics
Coin Metrics
Coin Metrics organizes the world’s crypto data and makes it transparent and accessible. CM Network Data Pro is a data feed of insightful, aggregate network data metrics for the top cryptoassets. ATLAS™ Search is the most performant and reliable blockchain explorer available. CM Market Data Feed provides access to historical and real-time data from over 30 of the world’s leading spot and derivatives crypto exchanges. All fundamental market-related data types including tick-by-tick trades, quotes, order book snapshots, candles, and more. Coin Metrics Bletchley Indexes (CMBI) offer a comprehensive suite of single-asset, multi-asset and unique cryptoasset benchmarks. CM Reference Rates represent robust, manipulation-resistant prices for hundreds of assets. Calculation agent services are available for institutions wishing to design bespoke methodologies and/or to administer their own indexes. -
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CapEx360
Caprivi Solutions
We offer a complete CapEx system that cover all aspects of CapEx such as: Budgeting, Forecasting, Approvals, CapEx Requests and Post Investment review which leads to efficiency and getting your time and money back. With CapEx360® you can allocate and track where your money is going. Not only will the CapEx360® software customize to your CapEx approval path allowing for multiple workflows, it also allows for budgets to be uploaded or created right in the system. Forecasting and forecasting scenarios can be added and tracked. Even today, Capital Budgeting is still being managed through spreadsheet and emails from different people, departments, locations and sites. This can lead to overspending, project delays and inaccurate foresight. A Capital Expenditure software that was able to handle a large volume of CapEx requests. A system that is both flexible and easy to use with a robust approval process.
