Alternatives to VESTBERRY
Compare VESTBERRY alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to VESTBERRY in 2026. Compare features, ratings, user reviews, pricing, and more from VESTBERRY competitors and alternatives in order to make an informed decision for your business.
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1
eToro
eToro
Create a portfolio as unique as you are. On eToro, you have the freedom to choose from variety of cryptocurrencies, stocks and ETFs, and a number of unique investments like Smart Portfolios to create an investment strategy that is fit to you. Or, follow one of our Popular Investors, and make their crypto strategy, your strategy. Don’t invest unless you’re prepared to lose all the money you invest. With a clean and simple interface, no hidden fees, and top security for your peace of mind, eToro can take some of the stress out of investing. Plus, learn as you invest, with tools like our virtual $100k portfolio and the eToro Academy. Get started with this fintech leader today, and join over 20M other users investing in stocks, crypto, and community. -
2
Dynamo Software
Dynamo Software
Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation. -
3
AlternativeSoft
AlternativeSoft
AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds. AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds. Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023). Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors. We offer a large solution for anything related to funds. -
4
FundCount
FundCount Americas
FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.Starting Price: $500 -
5
Affinity
Affinity
Affinity offers the insights you need to grow your most valuable relationships and discover untapped business opportunities through patented technology that structures and analyzes billions of data points across your team’s digital communications. Affinity helps teams manage and grow their networks by unlocking introductions to key decision-makers and auto-populating pipelines to increase deal flow. Affinity also applies context to your team's contacts, so you always know who has talked to whom and why. In any industry where success depends on maintaining high-touch relationships, Affinity allows you to get deeper insights into your network and finally eliminate manual data entry. -
6
Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
7
Fundra
Fundra
Fundra is a comprehensive platform designed for modern venture fund managers to automate FundOps™ and gain deep insights into their portfolios. It provides a single source of truth for managing portfolios, funds, and LP and founder reporting, all within one unified system. The platform offers real-time portfolio monitoring, fund management, and AI-powered LP reporting that saves time and reduces errors. With powerful analytics tools, users can perform ad-hoc analyses without relying on spreadsheets. Fundra also includes smart document storage linked to data sources and enhanced by AI search capabilities. Built for collaboration, Fundra helps teams stay aligned and scale fund operations efficiently.Starting Price: $500/month -
8
Carta
Carta
Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.Starting Price: $2,800 per year -
9
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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Edda
Edda
Edda is the only end-to-end solution for venture capital and private equity. Discover specialized intelligence for your investments through integrated Dealflow, Portfolio Management, CRM, AI, and Investor Portal apps. -
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Diligent Equity
Diligent
Diligent Equity is the only fully-integrated portfolio and cap table management platform investors will ever need. Better manage your investments, portfolios and LPs. Say goodbye to sloppy data and enjoy an accurate view of your fund performance. With real-time performance tracking of your investments, Diligent Equity is your single source of truth across your investment portfolio no matter what cap table software your companies use. Track performance across funds in one central dashboard investment multiples and different IRRs. Access real-time numbers pulled directly from your most up-to-date positions, cap tables, waterfalls, and valuations. Collect and track company KPIs from your portfolio companies from investment to exit. Use Diligent Equity’s managed services for updating and error-checking, and white-glove onboarding of portfolio company cap tables and KPIs. -
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Altvia
Altvia
Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across fundraising, investor relations, and investing—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. -
13
eFront
eFront, a part of BlackRock
eFront’s Solution Suite of end-to-end software solutions provides a one-stop platform for alternative investors looking to fully manage every aspect of their investments from due diligence and fundraising to reporting across all alternative asset classes. With dedicated support teams and innovative R&D teams, clients can rely on eFront to elevate their alternative investments. As the leading provider of software solutions for the alternative investment sector, eFront offers a robust product suite thoroughly covering all alternative investment asset classes, investor types, and needs. Explore our solution finder below in order to discover the perfect alternative investment tool for you. As capital markets evolve and allocations in private markets increase, insurers not only face operational challenges by relying on multiple systems, spreadsheets and manual processes but their need for unifying whole portfolios across public and private assets has never been more pressing. -
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4Degrees
4Degrees
The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence -
15
PackHedge™
FinLab Solutions SA
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.Starting Price: $5,000 per year -
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Atominvest Software
Atominvest
Atominvest provides next generation technology solutions to Alternatives investment managers. From sourcing deals to raising funds, from managing your investor relationships to monitoring your portfolio, Atominvest’s integrated, modern tech solutions can be tailored to the way you run your business and will give you the edge you need to thrive in an ultra-competitive market. Our cutting-edge tech systems enabling Alternatives fund managers to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting. -
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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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Floww
Floww
Floww is a comprehensive financial infrastructure platform designed to streamline fundraising and investment processes within private markets. For scaling companies, Floww offers tools to craft compelling narratives, build networks, and manage fundraising efforts efficiently, all while maintaining control over company data. Venture capital firms can leverage Floww to eliminate administrative duplication, standardize data across portfolio companies, and monitor fund activities seamlessly, providing limited partners with a data-rich experience. Investors benefit from curated deal flow and comprehensive company data, enabling informed investment decisions and simplified portfolio management. Floww's unified platform enhances transparency and efficiency, fostering growth and innovation across the private market ecosystem. Collect data seamlessly, centralize portfolio insights, and access valuable performance metrics.Starting Price: $63.48 per month -
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AngelList
AngelList
AngelList creates tools for startups, investors, and fund managers to accelerate innovation. AngelList lets you effortlessly manage your company’s cap table, fundraising, employee offer letters, and more—in one place. Get back to building your company, and let AngelList handle the rest. Remove the friction from fundraising. AngelList Raise handles accreditation, signatures, banking, and more for SAFE and equity rounds. Efficiently raise capital from investors with a single cap table entry. With Roll Up Vehicles™, founders get a single link that allows investors to commit and send funds online—and AngelList takes care of the rest. Browse Rolling Funds to find the right fit for you. Subscribe quarterly, invest alongside top VCs, and adjust your investment size as your goals evolve. Invest in hundreds of high-quality deals and funds, led by top industry operators and investors, with a single check. Invest in the AngelList Access Fund to diversify your portfolio. -
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Tactyc by Carta
Carta
Tactyc by Carta is a portfolio and cap table analytics platform that helps investors analyze private market investments. It provides tools for scenario modeling, portfolio forecasting, and investment analysis, allowing venture capital firms and other investors to better understand potential returns and risks across their portfolios. The platform integrates with Carta's cap table data to provide insights into portfolio companies' ownership structures and valuations. -
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Zapflow
Zapflow
Zapflow stands as an all-inclusive software solution designed for investing teams. Tailored for alternative investment professionals, it streamlines processes from deal flow, portfolio, and fund management to CRM and LP/ESG reporting. This highly customizable platform adapts seamlessly to the unique needs of businesses, be it in private equity, venture capital, family offices, or corporate VC. Launched in 2016, Zapflow addresses common issues found in fragmented software solutions for investment teams, providing a comprehensive and united approach. Zapflow is cloud-based productivity tool designed for professional investors to manage their deal flow. We save many hours for you every month, help you make better investment decisions and help you improve your daily operations.Starting Price: $199 per month -
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First Rate Vantage
First Rate Vantage
First Rate, a leading provider of financial technology and services to the wealth management industry, recently acquired Vantage Software to expand their market and global impact by leveraging both firms’ capabilities. First Rate Vantage offers private equity, venture capital, and real estate advisors one single source of truth in managing a fund’s life-cycle and reporting on private investments including deal flow management, partnership accounting, and investor reporting. Click the appropriate box below to learn how Vantage can help you! In 2021, seeing the opportunity to leverage our years of experience and excellent client relationships, First Rate, Inc. acquired Vantage. For more than 30 years, First Rate has provided innovative solutions and services to help financial firms create absolute transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment strategies for their clients. -
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WOWS Investment Portal
WOWS Global
The WOWS Investment Portal connects startups and SMEs with global investors, facilitating primary and secondary equity raises. It offers a user-friendly interface for showcasing companies, tools for capital raising, equity management, and investor matchmaking. Key features include: - Showcasing Companies: Present businesses and upload pitch decks. - Investment Tracking: Personalized dashboards for investors to track investments and real-time shareholding values. - Due Diligence: Secure virtual data rooms for running due diligence. - Communication Support: Direct Q&A and funding history insights between investors and companies. WOWS Global aims to simplify fundraising, maximize investment opportunities, and drive growth in the private market sector by leveraging advanced technology and a vast investor network.Starting Price: $249/month -
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Solovis
Solovis
Uniquely designed for limited partners and asset allocators, the Solovis institutional investment management technology platform transforms multi-asset class portfolio management. It’s time for greater efficiency, faster insights and better investment decisions. Accelerate public and private asset data collection. Gain better insight into hedge fund managers, private equity and alternative investments. Transform investment data into useful intelligence. Extend your team with data operations and exposure analysts. Managing multi-asset class portfolios with allocations to hedge funds, private equity, real assets, mutual funds, ETFs and direct securities means managing hundreds, or even thousands of data points. Investment data comes in different formats, is updated at different times and is located in multiple system. Solovis is the centralized portfolio management technology platform that can automate investment data collection and deliver actionable insights. -
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Preqin
BlackRock
Indispensable data, analytics, and insights for alternative assets professionals around the globe. Preqin has forged direct relationships with alternative assets professionals to ensure our data adds context, clarity, and conviction to your decision-making. Access the industry’s most comprehensive private capital and hedge fund datasets and tools. Alternative assets professionals rely on it to make data-driven decisions throughout the entire investment lifecycle. Delivering actionable market intelligence from thousands of experts, making it easier for you to pick the perfect time for a bold investment, to identify new opportunities, and to increase the size of your returns. Access the world’s largest private equity database and find essential performance data, research, and market intelligence. -
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Vyzer
Vyzer
One platform for all of your investment management needs. A secure, automated, online, investment portfolio tracking and wealth management solution, tailor-made for Limited Partnership (LP) investors. Analyzing all your financial documents. Investment accounts integrations. Generate and export reports. Automated transaction tracking. Vyzer integrates the very highest level of security to protect your sensitive information. Vyzer offers investors a secure platform that delivers clarity and visibility across all their holdings in a single holistic dashboard. From real estate syndications to private equity, crypto to traditional investments, with AI-driven, unbiased, honest insights to maximize return. Vyzer is the only digital wealth management platform that combines public and private investment performance tracking, financial planning tools, projections and very soon benchmarking in one powerful solution, making it easy to follow the money.Starting Price: Free -
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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 -
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Deep Pool
Deep Pool Financial Solutions
Automate your mission-critical business processes. The complete investor servicing solution for fund administrators and investment managers. Administrators and managers of offshore and onshore hedge funds, partnerships, private equity vehicles, real estate and retail funds around the world choose ManTra to help them manage and grow their business. NTAS: Advanced investor servicing for fund administrators and managers. Enhanced operational efficiency, client service, transparency and security at your fingertips. PENTAS: End-to-end investor lifecycle automation for traditional and hybrid private equity funds. Automate and streamline all aspects of the limited partner investment cycle to provide unrivaled processing efficiency, control, transparency and investor service. KURE: Automate and streamline your AML compliance and FATCA/CRS reporting with a comprehensive regulatory solution. -
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ORCA
ORCA
Orca is a unified fund management platform designed specifically for venture capital and private equity firms to automate and streamline core fund workflows in a single system, replacing manual processes and disparate tools with connected end-to-end capabilities that improve efficiency and insight. Built with input from dozens of VC firms, Orca centralizes investor relations and onboarding through a modern digital LP portal and automates subscription workflows, portfolio performance tracking, fund performance analytics, prediction models, market analysis, financial statements, and customized reporting dashboards that support data-driven decisions and help firms monitor key performance indicators in real time. It also includes secure data rooms for organizing and sharing critical documents with prospective investors, integrates investor and portfolio company data to produce detailed performance views, and delivers tailored dashboards. -
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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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The Caissa Platform
Caissa
The Caissa Platform is the industry-leading investment analytics platform, developed exclusively for institutional allocators including endowments, foundations, OCIOs, pension funds, and family offices. Clients representing over $1.7 trillion in assets leverage our web-based platform to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. Our in-house data team aggregates any form of transparency data into the Caissa Platform, including investor letters, separately managed accounts, private equity data, and 13Fs. The data is cleansed, harmonized, migrated, and integrated into the platform. With harmonized exposures allowing for full aggregation across all asset classes and investment vehicles, you can seamlessly perform exposure, risk, liquidity, attribution, and quantitative analysis on your portfolio or your underlying managers. -
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Navable
Navable
Navable is a customizable alternative asset management suite that helps fund managers and private market firms move critical finance and investor operations out of spreadsheets into a dedicated digital platform that streamlines processes and increases transparency. It automates carried interest and compensation planning by managing vesting schedules, allocations, co-invest programs, award letters, and reporting in one place, reducing manual errors and operational overhead. It includes a branded total compensation dashboard that gives employees visibility into salary, bonus, carry, and co-invest values, helping improve retention and incentive awareness. Navable also supports end-to-end digital investor onboarding with e-subscriptions, customizable workflows, compliance handling, and a secure investor portal, plus features for capital calls, distributions, document management, and regulatory checks. It provides aggregated reporting and fund-level insights for GPs. -
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Quantium
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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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. -
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Moonfare
Moonfare
Join more than 1,800 individual investors who have come together through Moonfare to invest €1B in private equity. Invest in top tier funds from some of the world’s most legendary firms. All with minimums from €50,000. Benefit from what institutional investors already know, the greatest shareholder value comes from private markets, and funds like those offered on Moonfare have generated an average IRR of 19%, outperforming the S&P 500 by 13%. With todays’ environment of negative interest rates, volatile public markets and difficult to source real estate deals, private equity offers investors a smart alternative. Moonfare breaks down the barriers with low minimums, a fully digital process and a unique secondary market. With Moonfare you can invest by selecting funds individually and by choosing one of our Moonfare Portfolio products. Twice per year we also make existing fund investments available at an auction via the Moonfare Secondary Market. -
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Elysys Wealth
Elysys
Why develop proprietary systems when Microsoft’s next generation of ERP comes with core best of breed financial accounting, banking, security and technology frameworks? Elysys leverages the power and scalability of the mighty Microsoft Dynamics 365 Business Central platform. We bring sustainable advantage, particularly for the delivery of highly specialized treasury management applications. Effortlessly create bespoke dashboards and reports for any investment or financial data. Drill down to detailed transactions when necessary. Aggregate all financial and non-financial assets across the entire portfolio and asset types. Produce financial consolidation for groups at multiple levels. For the last 15 years we have been introducing a broad range of modules spanning paper investments, money markets, derivatives, structured products, but also private equity funds and alternative investments (including Private and Public Equities, Funds, Bonds, Alts, Options, Futures, Forwards, Swaps, etc). -
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Venture360
Venture360
Our complete software solutions paired with back office accounting and tax services make our firm unmatched in the industry. We’ll save you time by unifying your investment processes in one place—from deal flow management to closing investments with invoicing and eSigs to portfolio tracking to analyzing performance to (well, you get the picture). The same place you manage your investment processes is the same place where all of your investor reporting and fund management occurs. This creates one seamless system for all your needs. There is nothing like powering your capital raise with Venture360, so go ahead and place our investor registration link on your website and start raising capital today. Our plug and play solution powers your white-labeled platform for connecting with investors, tracking commitments, closing a round, managing your cap table, and seamlessly reporting though an investor login portal. It’s all here, so let’s get started. -
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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. -
39
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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AdvisorWare
SS&C Technologies
Specifically designed for hedge funds, funds of funds and private equity, AdvisorWare® delivers portfolio management, accounting and partnership accounting in a single, integrated platform. It supports alternative investment funds that have sophisticated global investment, trading and management concerns, as well as complex financial, tax, partnership and allocation reporting requirements. Maximize operational efficiency with an intuitive system that allows you to manage all types of instruments and corporate actions with complete data integrity. Reduce your operational risk with proactive and automated exception handling, workflow management and reconciliation tools. Fulfill tax and reporting requirements for multiple jurisdictions and furnish fully automated tax allocation to partners. -
41
iPlus
ITAfrica
85% of Central bank licensed Investment Management firms in one African country use iPlus. iPlus is an asset management software solution that enables your organization to effectively setup, monitor and manage its investment portfolios. Through its use your organization can maintain money market, equity, property and loans investments. Thus enabling your organization to monitor and produce portfolio valuations at defined intervals. Your clients have access to web portals -
42
Cogendi
Cogendi
We cover all asset classes, which means you have one cohesive platform for global views of your portfolio, computations using specific metrics for each asset class, & performance and analytics by the grouping relevant to you. Using the specific metrics for each class, we compute the performance components of your multi-asset classes portfolios. We cover listed equities, fixed income products, shares of long-only funds and of share classes or series of hedge funds, cash and short terms instruments, currency forwards, Private Equity and Real Estate investments, either through partnerships or directly, futures and options. You can also define your own investments structure. You can view and analyze in detail your positions for any period, at granular level or grouping them according to what’s relevant for you: by asset classes, sectors, regions, asset manager, strategy level, and by any custom criteria defined by you. -
43
Relevant EquityWorks
Relevant Equity Systems
Fund Accounting Software. Investor Management Software. Track investors, contacts, third-party representatives, and interactions. Fund Administration Software. Model fund entities, closings, commitments, capital accounts, and transactions. Portfolio Management Software. Manage every aspect of your holdings, including portfolio companies or properties, securities, revaluations and shareholder tables. Give investors exactly what they crave: detailed notifications and transparent quarterly reports from a secure portal. Issue detailed ILPA call and distribution letters, along with industry-standard quarterly reports. Give your LPs secure, 24/7 access to fund documents from their phones, tablets or everyday browsers. -
44
Clearwater Analytics (CWAN)
Clearwater Analytics (CWAN)
CWAN (Clearwater Analytics) delivers a unified, front-to-back investment management platform designed to streamline the entire investment lifecycle. It integrates portfolio management, order execution, accounting, risk management, and analytics into a single cloud-native solution. Built for institutional investors, CWAN enables firms to manage public and private assets with real-time visibility, automation, and accuracy. The platform enhances decision-making with GenAI-powered insights, simplifying compliance, reconciliation, and reporting across asset classes. By replacing fragmented legacy systems, CWAN empowers financial institutions to scale efficiently while maintaining operational clarity. Trusted by over 2,400 global clients managing $10 trillion in assets, CWAN provides unmatched transparency, performance, and control for modern investment operations. -
45
Totem VC
Totem VC
A modern operating system designed specifically for funds. Sync directly to your back-office to stay on top of your investments and fund performance. Automate your data collection process to monitor your companies' progress and better assist with their needs. Produce custom LP reports with our robust report builder or with real-time data accessible from within Excel. Centralize your deal pipeline to align your investment team and save hours of manual entry each day. Leverage your firm's network to help with sourcing deals, fundraising, recruiting and making introductions. -
46
LenderKit
LenderKit
LenderKit is a flexible white-label crowdfunding software for regulated investment businesses. Create a P2P lending platform for individual or corporate investors and fundraisers with LenderKit. Digitize your offline business and develop an equity crowdfunding platform for SME or property financing.Use LenderKit to get started with real estate crowdfunding or build a REIT management platform. Industries like SME or real estate crowdfunding have become an integral part of the economy, while others like green energy and agriculture crowdfunding are getting its momentum. Adhering to your choice, LenderKit can be customised to fit your industry, country’s regulations, and business needs. It can work as a white-label crowdfunding software, so you can pitch to your stakeholders and get started, or it can be used to build a fully-fledged platform. -
47
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. -
48
Fundwave
Fundwave
Give your venture capital or private equity fund the tools to account, administer and report to your investors. Organize, Allocate and Report with Fundwave's Fund Administration Software. Plans that work for micro VCs, impact funds, large funds, SPV structures and more. JCurve for investment teams is a flexible workspace that works as good for angel investors and micro-VC's as it does for large venture capital and private equity fund houses. Custom branding, interactive dashboards & self service options for your investors. Fundwave's investor portal helps you seamlessly share capital notices and reports with your limitedpartners. Right from your first close, to when you have investors that span across funds, there's a plan to suit. Dealflow is built to help you manage your deal pipeline and stay laser-focused on the right investment opportunity. -
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Fundingstack
Fundingstack
Software platform for raising capital, used by venture funds, investment bankers, funding consultants and advisors. It includes a searchable database of 227,000 investors, a CRM to manage the deal pipeline, Pitch Deck Hosting, Investor Updates and Email tools to manage the investor outreach, and a Virtual Data Room to run due diligence. Used by companies globally to raise $17 Billion in capital.Starting Price: $250/user/month -
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investory.io
investory.io
A platform dedicated to investors working closely with their startups. A growing portfolio with more and more startups is often hard to manage. investory.io allows you to get an overview within seconds: What are my investments’ latest KPI developments? How much are my shares valued at? Who is the right person to get in touch with? We help you answer these questions and more. Don’t waste any more time searching for important portfolio documents across scattered communication channels. Our cloud-based software allows you to access the needed files from anywhere – anytime. We know how hard it is to keep in touch with all portfolio companies. To make things easier we built a place where you can connect with your founders and receive regular updates on the latest business developments. Powered with metrics, documents and comments, this becomes the most powerful tool for improved mentoring.