Alternatives to Sequire

Compare Sequire alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Sequire in 2024. Compare features, ratings, user reviews, pricing, and more from Sequire competitors and alternatives in order to make an informed decision for your business.

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    Ledgy

    Ledgy

    Ledgy

    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.
    Starting Price: Free
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    ConnexMe

    ConnexMe

    Evenium

    The ConnexMe platform provides immersive virtual, hybrid & in-person meeting & event experiences, simplifying setup & deployment for planners with powerful interaction that's intuitive for participants. ConnexMe allows you to easily design highly engaging sessions where speakers & participants can readily contribute, collaborate & network in meaningful ways. Generate discussion & capture feedback digitally to leverage group knowledge, accelerate learning, & help achieve business goals. Globally ConnexMe is used in conferences, webinars, leadership and small meetings, sales kickoffs, partner events, and workshops. Included are live document sharing with annotations, streaming video/audio, brainstorming tools & visual polling - plus live Q&A, live polls or surveys with optional results display, (personalized) agenda with session/breakout detail, interactive map, documents, push notifications, speaker & sponsor/exhibitor info, attendee profiles (message/meet), custom branding & more...
    Starting Price: $1499.00/event
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    Q4 Capital Connect
    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.
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    Notified Earnings Calls & Investor Days
    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.
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    Issuer Direct

    Issuer Direct

    Issuer Direct

    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.
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    InvestorHub

    InvestorHub

    InvestorHub

    InvestorHub's software gives public companies more control through better shareholder engagement. Over 130 companies use InvestorHub's data-driven tools to efficiently engage shareholders, improve market communication, and maximize the impact of investor relations. The way public companies communicate with investors is broken. By focusing only on top shareholders and institutions, they ignore more than 99% of their investors. Without a strong shareholder base, your share price is dictated by forces outside of your control. By enabling companies to engage more shareholders, more efficiently, InvestorHub gives companies the tools to engage all their shareholders and turn them into active believers, driving better outcomes across the board. Whether you need to raise capital, optimize liquidity, or secure votes, the investor CRM helps you identify and connect with the shareholders that matter.
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    Nasdaq IR Insight
    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.
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    Irwin

    Irwin

    Irwin

    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.
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    S&P Capital IQ Desktop
    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.
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    IR.Manager

    IR.Manager

    Euronext Corporate Services

    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.
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    Obsidian Suite

    Obsidian Suite

    Obsidian Suite

    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.
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    Praexo

    Praexo

    Praexo

    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.
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    Quoroom

    Quoroom

    Quoroom

    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.
    Starting Price: £9 per month
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    InvestorREACH

    InvestorREACH

    Interactive Telesis

    The hard work of developing services and solutions that translate your business into advanced technology is what Interactive Telesis does for a living. With over a decade of experience and an impressive customer list, we have established ourselves as a leader in Computer Telephony market place. Every single day. We know that your business challenges comes down to solving complex problems and implementing solid solutions. That's what we are here for. To deliver products and services solid enough, flexible enough to meet today's challenging business environment. InvestorREACH allows investors and potential investors to have instant access to your latest corporate and shareholder information just by picking up a touch-tone phone. Investors get what they want in minutes, not days or weeks. Our automated system allows your Investor Relations personnel to spend more time working with analysts and brokers, and less time answering questions from individual investors..
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    Kore

    Kore

    Kore

    Founded in 2016, Kore provides the first secure online infrastructure for private companies looking to raise capital. From issuing securities to shareholder relations and captable management. It's an an All-In-One Platform that streamlines the Capital Raise Process for RegCF, RegA+, and RegD offerings, while fostering lasting investor communications that transcends the raise itself, elevating your investor relationship. Investors, broker-dealers, law firms, accountants and investor acquisition firms all leverage our ecosystem solution. Kore also maintains a large online library of educational content to help companies navigate their capital-raising journey and investors looking to learn more about investment opportunities in the Private Capital Markets.
    Starting Price: $150 per month
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    Stellar Fusion

    Stellar Fusion

    Stellar Fusion

    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.
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    B2i

    B2i

    B2i Technologies

    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.
    Starting Price: $125 per month
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    Amplify CRM
    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.
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    Navatar

    Navatar

    Navatar Group

    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.
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    TheInvestorNet

    TheInvestorNet

    TheInvestorNet

    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.
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    Cynaptx

    Cynaptx

    Cynaptx

    Cynaptx brings students, employers, and career centers on one powerful platform. To do better career planning, deliver exceptional career services, and get amazing outcomes. Cynaptx makes it is easy to manage, develop, and monitor all career services activities. Career Services gains the insight and flexibility needed to nurture ongoing success utilizing a single system to manage student and employer relationships. Cynaptx is leveling the playing field for institutions of all sizes. By providing a scalable product that fits everyone’s budget and needs. We are building one smart global network of students, alumni, employers & universities/colleges by increasing engagement and outcomes for all stakeholders. Get suggestions for the most important tasks that need your attention. Never miss a To-Do action item and get recommendation on what to do. Forecasting and predictions based on past trends and future goals.
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    Notified Unison IR Platform
    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.
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    6Connex

    6Connex

    6Connex

    Events from A to Z The 6Connex all-in-one event platform features a broad menu of functionalities designed to support in-person, hybrid, or virtual events, allowing you to deliver events that enhance the physical experience and extend beyond it. From promotion to analytics, simplify event management – regardless of event format – by using a single tool to promote, register, run, and measure events. Drive attendee engagement, capture event attendee data, and uncover insights to target post-event activities and inform long-term event strategy. One event platform. Multiple event moments. Push the boundaries of your event experiences and make a lasting impression on your audience today.
    Starting Price: $3000 per month
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    Broadridge Virtual Shareholder Meeting
    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.
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    Engagefully

    Engagefully

    Results Direct

    RD Mobile’s Engagefully product is a year-round engagement app & virtual, hybrid & in-person event platform. The Engagefully mobile app provides powerful out-of-the-box capabilities for delivering personalized & tailored experiences & opening new communications channels. App users can choose their level of engagement in their personal app accounts & your organization can deliver targeted, relevant content to individuals & groups based on their login. You control all aspects of your Engagefully app – including branding, content & menus – to nurture ongoing relationships, provide curated content/resources & deliver events. RD Mobile's superior Engagefully app provides year-round engagement as well as delivery of virtual, hybrid & in-person events.
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    Eventify

    Eventify

    Eventify

    The all-in-one event management platform that makes your in-person or virtual B2B events & conferences more successful than ever before. Registration & ticketing, event networking, attendee check-in and many more. Eventify doesn't just help you hosting a successful event, we ensure you drive audience engagement and event excellence. Our event management software is designed to offer you increased benefit and control over all aspects of your event. Witness a 70% jump in your engagement rate by delivering an immersive attendee experience. Unleash the most influential event networking features that multiply organic conversations by 3X. Double your leads and revenue using the most in-depth event analytics and audience insights. Go live with your virtual event. Connect with attendees, live Q&A, and everything else you'd expect from an online virtual conference platform. Wide range of integrations to choose from - Zoom, Youtube Live, LiveStream, Webinarjam, etc.
    Starting Price: $450 per year
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    MEETYOO

    MEETYOO

    MEETYOO

    Founded in 1999, MEETYOO provides a premium all-in-one platform for immersive virtual and hybrid event experiences. And we are one of the world’s first co2-neutral provider for virtual events. As an experienced managed service provider, we have organized numerous digital events such as trade shows, town halls, conferences, and career fairs for corporate clients. Among them Mercedes-Benz, SAP, Merck, Ministry of Foreign Affairs, Hewlett Packard Enterprise, L'Oréal, Commerzbank, Fraunhofer Institute, Continental, University of Adelaide, as well as many small and midsize companies. MEETYOO's digital events and conferences are highly customizable and provide a point-and-click interface with managed service for digital expositions and virtual trade fairs targeted at large-scale audieces. Each month, we coordinate more than 10 million conferencing minutes for over 3,000 clients from all industrial sectors. We have been TÜV-certified as a software provider for 10 years in a row.
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    Icebreaker

    Icebreaker

    Icebreaker

    Gather your peeps, spark new connections, and have fun together — no matter where you are. Online events that build community. Help people in your group get to know one another with guided conversation games. Make meaningful connections whether it’s the first time you’re meeting or the 1,000th time. Pick a topic and a time, invite your group, and tee up a set of conversation games. Choose from our template library or create your own in minutes. Start in a lively real-time group chat. Watch YouTube videos together. Have a speaker — or up to eight — address the group live. Kick off games that match participants 1-on-1 over video. Prompt cards make it easy to connect and share, whether you’re total strangers or longtime friends. Our mission is to strengthen communities by giving people a sense of togetherness online that they typically only feel in person. We envision a digital world that moves us closer together instead of further apart.
    Starting Price: $95 per month per group
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    FundFormer

    FundFormer

    FundFormer

    FundFormer helps alternative asset managers and investors process their fund documents faster. Our investor onboarding portal is designed specifically for investors in private equity, venture capital and hedge funds. Convert subscription documents into webforms integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms with conditional logic. FundFormer can coordinate with all deal parties throughout the fundraising process, including investors' financial advisors, legal counsel and investor relations teams. Create data exports for post-closing analysis or fund administration investor onboarding. A FundFormer professional is available to assist at every step of the way for the whole lifecycle of your fund, from fund launch to investor closing to post-closing secondary transactions.
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    DueDash

    DueDash

    DueDash

    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.
    Starting Price: $42 per month
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    IMS

    IMS

    RealPage

    Calculating accurate distributions for your equity investors is a necessary activity for your private equity real estate firm but complex waterfalls in fragile Excel spreadsheets takes time and resources away from higher value work. Additionally, as you continue to make acquisitions and grow your business the scale of calculating distributions across each project will continue to weigh down your team. Your investor’s expectations of how they receive and interpret information about their investments is evolving. In addition to the trusted relationship you have already established, they expect always, everywhere, availability and transparency. Modern wealth management and investment accounts have sophisticated web and mobile investor portals and the expectation is now the same for commercial real estate investments. To deliver on this expectation, you need an investor dashboard that ties together your investors' information with their distributions and investment information.
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    Foundersuite

    Foundersuite

    Foundersuite

    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.
    Starting Price: $44 per month
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    Visible

    Visible

    Visible

    Visible.vc is on a mission to help founders succeed. We’ve built the most founder-friendly fundraising, stakeholder communication, and reporting tools for startups and the investors who back them.
    Starting Price: $79 per month
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    WealthBlock

    WealthBlock

    WealthBlock

    WealthBlock is an all-in-one white label capital raising and investor management platform used by asset managers, wealth managers, and intermediaries to streamline the entire private investment journey. It comes with the following benefits: 1. All-in-one features CRM, data room, sub doc e-signing flow, compliance checks, online payment, automated email marketing automation, engagement data analytics, etc. 2. All-in-one workflows: investor outreach & nurturing, investor onboarding, investment processing, capital call & payment collection, post-raise reporting, and investor communication. 3. All-in-one integration: API ready, Webhook ready, vendor agnostic, support single-sign-on and 2FA e.g.
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    Reportedly

    Reportedly

    Reportedly

    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.
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    Backstop

    Backstop

    Backstop Solutions Group

    Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile.
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    AIM

    AIM

    Altvia Solutions

    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.
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    Quartr

    Quartr

    Quartr

    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.
    Starting Price: Free
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    Notified Investor Relations Websites
    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.
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    Asset Class

    Asset Class

    Asset Class

    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.
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    LimeGoat

    LimeGoat

    LimeGoat

    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.
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    Balloon

    Balloon

    Balloon

    Use Balloon's secure and scalable technology to create shared experiences that attendees will talk about. Live stages, networking, or expos. It's all here! Events are shared experiences that are all about learning something new and connecting with other like-minded people. At Balloon, we optimize for serendipity. It is simple and easy to create and publish virtual events. Create your organizer profile on Balloon manager and build your first event. Integrate with your favorite tools such as Slack and Intercom, analyze events data, and build unlimited stages with Balloon Studio or RTMP. Setup advanced virtual booths with different tiers, assign sponsors to various activities, and customize your virtual event branding. Balloon Manager will enable you to create, build, and edit events. With Balloon Manager, you can create stages for live streaming talks & panel discussions. You will be able to monetize your event from booth and sponsor activations of various sizes and features.
    Starting Price: $100 per month
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    Conversation Starter

    Conversation Starter

    Conversation Starter

    Use Conversation Starter to organize online networking events for your community. There's no need to travel to an online networking event: people anywhere can join and busy people waste no time getting there. The result: more participants. Our cutting-edge recommendation engine helps participants to have meaningful conversations with their most relevant peers. Whether you're hosting events for entrepreneurs, academics, investors or pretty much anyone else: Conversation Starter is your all-in-one solution. Participants meet in scheduled or automatic 1-on-1 meetings or breakout rooms for group meetings. Who met who? What did they discuss? Richt networking profiles and event reports let you gain insights. Add live or pre-recorded video content to your event by integrating Vimeo, YouTube or Zoom. Put your sponsors and their content in the spotlight to monetize your event.
    Starting Price: $1100.00/one-time
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    oVice

    oVice

    oVice

    Virtual spaces for hybrid and remote organizations. Create an all-in-one hub for managing, connecting, and working side-by-side with your team. Born out of the need to communicate in a remote world, oVice combines voice, video, virtual, and office into an integrated platform. Work, learn, and have fun while connecting remotely from anywhere, at any time. Customize your space for productive work. Choose a layout from our free gallery or upload your own space design. Add your logo, YouTube videos, interactive images, and more! Connect your office with your tech stack. Get notified through Slack, host a Zoom meeting in your virtual office, and live stream on YouTube. You can also embed external tools: Google Drive, Slack, and more. Create a space for day-to-day work, team-building events, or employee training. You can also set up a place that connects the team with partners, investors, and customers. Build a space that meets organizational needs.
    Starting Price: $50 per month
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    MeetingPlay

    MeetingPlay

    MeetingPlay

    One partner to bring your best event experience to life. Visionary event technology for In-person, Virtual, and Hybrid Events. Built to scale, our intelligent event technology creates personalized attendee experiences for events large and small. Bring the live event experience to your virtual events, for audiences from 20 to 200,000. MeetingPlay's Virtual Engagement Platform can help you deliver experiences that closely resemble face-to-face meetings. Help your attendees build connections with virtual networking. With our AI algorithm, we match attendees with like-minded individuals, content networking rooms and other event experiences that they will find valuable. Create the event journey all of your event attendees will be talking about. MeetingPlay's custom mobile event app solutions are built around your specific needs, making your face-to-face event unlike anything else! All event documents are available for attendees to view and download.
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    Qbit

    Qbit

    Qbit

    Qbit Technologies is a Palo Alto boutique startup, specialized in the development of virtual, augmented, and mixed reality solutions for enterprises. We focus on what we see as the first vertical applications for business purposes, developing specific products and solutions based on virtual, augmented, and mixed reality technologies. Our 3D virtual reality online solutions are based on open source Silicon Valley new technologies, enabling us to create interoperable and scalable 3D training simulations, 3D serious and business games, 3D collaborative environments, 3D e-Commerce solutions, virtual reality shops and showrooms, 3D marketing experiences, 3D virtual reality geo simulations, 3D museums, and virtual assistants. We grow our knowledge by experimenting innovation and transforming it to create cutting edge business VR solutions, to assist organizations in their growth and their relationship with technology and the future, at a strategic and tactical level.
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    encaptiv

    encaptiv

    encaptiv

    The ultimate audience engagement platform for virtual, hybrid and in-person presentations & events. Invite your audience to be part of the conversation with live polling, questions, feedback and more. Convert your audience members to customers, donors or fans with real-time, targeted calls to action. Know who was engaged and how to improve your presentations with detailed audience and content analytics. Take your virtual or hybrid presentations and events to the next level with fully integrated live video and streaming. At encaptiv, we know that engagement is about more than just interaction. That's why every feature within our platform is intentional. Whether you're virtual or in person, our goal is to create meaningful interactions that cultivate deeper connections between you and your audience. Get out of the box and take your meetings to the next level with slide share, questions, polling, analytics and feedback.
    Starting Price: $9 per month
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    Sarcon

    Sarcon

    Sarcon Technologies

    Organize seamless virtual and hybrid events with Sarcon; make it truly Interactive and immersive with 360 environments. A built-in registration system, support for plug-and-play options in addition to native video streaming, and integrated e-commerce to ensure an unparalleled experience for all. With unique passcode-based access, registration is simpler and safer with scalable servers to host an unlimited number of attendees across devices so you can enjoy your event on the go, even with reduced connectivity. Advanced networking features such as multiple group chats, lounges with multiple video rooms, virtual conferencing for booth and lobby areas, and quick networking with search features can help you make the right connections. Real-time, in-depth analytics for attendees, exhibitors, and organizers can help you get the most ROI from your event.
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    Eventus

    Eventus

    Whitestone Technologies

    Eventus powers all types of events at universities and other large institutions around the globe with our suite of apps, builders, and virtual products. For better or for worse, students are used to apps and websites built by leading companies, and are not responsive to anything but the most well crafted user experiences. An event solution built around Higher Ed. Distribute event guides through a single app/website, including invites, RSVPs, and check-ins. Create push notification campaigns that can be targeted to certain groups of students to get higher engagement on your content. Enable student connections that might not have been with modern social capabilities. Profiles, social feeds, chat, and more. Feature usage rates, notification open rates, app usage rates. Use in-app analytics to iterate year after year.
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    Virtual Summits

    Virtual Summits

    Virtual Summits Software

    Ever host or think about hosting a virtual summit, only to realize how confusing and time consuming it is? Well those days are over. Virtual Summits™ handles all the heavy lifting and gives you everything you need to host your very own virtual summit. By bringing together a group of thought leaders, you'll be considered one yourself. With good speakers in your lineup and a solid marketing strategy, expect to make around five figures. Rapidly build your targeted lists, which will help lead to even more revenue down the road.
    Starting Price: $97 per month