📈 Investment Management

Automated, high quality, digital investment reports

Independent. Insightful. Trusted.

Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

Try for free paid Free Trial $17.99 / Monthly (Basic)

The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies

Relationship Intelligence, Reimagined

Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.

Stock portfolio tracking

Open Source

Close deals faster with InsightsCRM - A powerful CRM for capital markets. Remove information silos and enhance the speed of customer engagement and success.

Free Trial

Powered by cutting-edge AI, PentaCue revolutionizes financial data analysis, from EDGAR filings to investment trends. Its GPT-driven insights offer real-time market analytics.

freemium $50.0 / Monthly (Pro)

FactSet is a provider of financial data and analytic applications for investment management and investment banking professionals.

Simplify And Accelerate Your Investments with SPVs

paid Free Trial

Dialllog is the first end to end CRM-style relationship platform for VC and PE funds. Dialllog equips investors with a 360-degree view of all their activities, building data-driven workflows to invest and exit wisely.

Fundwave is a fund administration and portfolio management solution for venture capital and private equity firms.

The best stock portfolio tracker for investors. Stop using spreadsheets to keep track of your investments.

freemium $10.0 / Monthly (Premium)