Quantium
Quantium is a next-generation private markets investment management platform that centralizes fund, portfolio, and investor data into one intuitive, scalable SaaS system designed to replace error-prone spreadsheets and disconnected tools, giving teams a single source of truth for complex investment operations and reporting. It supports fund and portfolio management workflows, including dual-sided accounting for complex structures, NAV and capital call automation, cash flow tracking, performance analytics, and cross-fund insights, while streamlining investor management and servicing with workflows for capital calls, distributions, and investor relationships. It delivers unlimited reporting and business intelligence through configurable dashboards, ready-made templates compliant with industry standards such as ILPA, and real-time data visualization so teams can produce accurate and investor-ready reports quickly.
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BridgeWorks VDM
VDM is a point and click reporting platform specially designed for organizations that need to easily and quickly access information within their database. Created by BridgeWorks, VDM is a graphical report writer and SQL query tool designed to be simple for novice users yet powerful enough for data professionals. Build, share, and automate Pivot Grids, Summaries, Views, Charts, Maps, Gauges, Data Visualizations, Dashboards, and professional quality reports with little or no SQL scripting experience with one of the most powerful report writing tools out there, VDM.
VDM also has the ability to run, share and view your reports quickly and efficiently all in the browser with WebReports.
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Planium Pro
Premium Strategic Business Planning Software for professional users and individuals.
As a business advisor, accountant or consultant, create tailored plans for clients using Planium Pro’s powerful inbuilt analysis tools – without allocating excessive resources or extra staff.
Work from anywhere and create a business plan to optimize growth. Produce an investor ready winning business plan quickly and easily with the use of engaging charts, diagrams and comprehensive report.
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Upmetrics
Upmetrics is AI-powered business plan software that simplifies planning for entrepreneurs and small business owners.
Its AI Assistant helps generate, rewrite, shorten, expand, and adjust content with ease.
The platform offers step-by-step guidance, 400+ sample plans, and automated financials to create polished, investor-ready business plans.
Beyond planning, Upmetrics supports financial forecasting, budgeting, and decision-making to fuel growth. Used by 110K+ entrepreneurs worldwide, it enables collaboration with remote teams, streamlines strategy development, and helps track projects effectively.
With customizable tools, you spend less time planning and more time driving business success.
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