Ratings and Reviews 0 Ratings
Ratings and Reviews 1 Rating
Alternatives to Consider
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                AllvueAllvue Systems is the premier provider of AI-powered, cloud-based software for alternative investment management, serving private equity, venture capital, private credit, and CLO managers worldwide. The platform unifies fund accounting, portfolio monitoring, compliance, investor relations, and financial reporting into one intelligent ecosystem. Its Agentic AI Platform integrates automation and analytics across all operations, helping firms uncover insights, streamline decision-making, and reduce manual work. Designed for both general partners and fund administrators, Allvue supports the full investment lifecycle—from fundraising to capital calls to performance reporting. The Nexius Intelligent Data Platform further enhances data governance and reporting accuracy by centralizing and transforming private capital data at scale. Built on modern, cloud-based architecture, Allvue ensures seamless updates, secure scaling, and zero-disruption innovation as firms expand their portfolios. Its ecosystem integrates with over 20 partner solutions, empowering users with flexibility and extensibility. Backed by decades of financial expertise and trusted by over 500 global clients managing $8.5 trillion+ in assets, Allvue is redefining operational excellence in private markets. The platform’s AI-first approach enables firms to automate compliance, optimize fund performance, and deliver superior investor experiences. In a rapidly evolving financial landscape, Allvue equips investment leaders with the tools to innovate confidently and grow sustainably.
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                Firmex Virtual Data RoomFirmex data rooms enable a greater number of transactions, due diligence activities, and compliance workflows than any other solution available. Annually, more than 20,000 new data rooms are launched, with countless organizations depending on Firmex to oversee their most sensitive projects and operations. The platform's secure and powerful data rooms, along with top-tier customer support, ensure that you maintain full control over your essential documents. Firmex provides various pricing options, which include unlimited subscriptions for data rooms as well as transaction-based pricing. Fully compliant with SOC 2, GDPR, and HIPAA regulations, Firmex also offers features such as single sign-on (SSO), API integrations, and redaction capabilities, ensuring a comprehensive solution for managing sensitive information. With its user-friendly interface and robust security measures, Firmex stands out as a leading choice for businesses looking to streamline their data management processes.
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                ZenTreasuryZenTreasury is an all-in-one cloud-based platform designed for modern finance teams who need full control over IFRS 16 lease accounting and treasury operations. Whether you manage a few dozen or several thousand contracts, ZenTreasury replaces manual spreadsheets with automation, compliance, and real-time visibility. Lease Accounting Capabilities: Full IFRS 16 compliance Automated classification, reassessment, and modifications Accurate journal entries and disclosure reports Multi-currency and multi-entity support Cost center allocations and optional asset-level tracking Role-based access control with detailed audit trails Rapid onboarding with an intuitive user experience Treasury Features: Centralized register for loans, guarantees, FX trades, and derivatives Cash flow forecasting and liquidity planning Treasury accounting entries Internal loan and interest rate management Simplified approvals and process workflows ZenTreasury supports seamless integration into your existing system landscape, helping you maintain accurate records and ensure financial transparency without the complexity of traditional ERP modules. The platform is hosted on enterprise-grade cloud infrastructure with strict security controls, supporting companies in regulated industries and high-growth environments. It is scalable, fast to implement, and backed by expert support. Trusted by enterprises worldwide, ZenTreasury is used across industries and regions by organizations looking to digitize financial operations, reduce compliance risk, and gain better insight into lease liabilities and financial instruments. Whether your priority is automating IFRS 16 reporting or improving treasury control, ZenTreasury delivers a complete solution to modernize your finance function with confidence.
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                Datasite Diligence Virtual Data RoomIt's essential to have more than just a basic platform for document exchange; you require advanced features like AI-driven redaction capabilities. An integrated Q&A tool with sophisticated workflow options is also necessary, as is a reliable source of truth to support your processes. That's where Datasite Diligence comes into play. Datasite offers the most reliable virtual data room (VDR) for mergers and acquisitions, with over 14,000 projects initiated each year on its platform. Built with top-tier functionality and innovative productivity tools, Datasite Diligence ensures that the due diligence process is seamless and efficient, allowing you to focus on what truly matters. In today's fast-paced business environment, having the right tools is crucial for success.
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                Act!Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
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                PipedrivePipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.
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                SharesightSharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform. With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations. The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms. This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources. Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
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                AnsaradaAnsarada transforms disorganization within companies to enhance their overall value. It is an all-encompassing deal lifecycle management platform that boasts cutting-edge AI-driven Virtual Data Rooms and tools for deal-making. These offerings feature sophisticated AI insights and automation, enhanced Q&A and collaboration capabilities, as well as tailored, digitized workflows and checklists specifically designed for M&A, capital raising, business audits, tenders, and other high-stakes scenarios. In contrast to certain rival Virtual Data Rooms, Ansarada provides free trial options, round-the-clock localized expert assistance, integrated Q&A through email, AI-supported deal forecasting, and user-friendly drag-and-drop uploads, all while ensuring superior document security controls. With Ansarada, you can effectively manage and optimize your deals, utilizing its Always & Secure File Share feature. Designed to foster improved business results, Ansarada leverages best practices derived from over 35,000 successful transactions, ensuring that users benefit from a wealth of industry knowledge and experience.
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                DoorLoopComprehensive property management software designed to assist property managers and owners in increasing their profits, staying organized, and expanding their operations. Streamline the management of properties using intuitive, secure, and trustworthy software solutions. Leveraging advanced technology, exceptional customer support, and complimentary educational materials, DoorLoop enables you to achieve growth in all aspects of your life, both personally and professionally. Additionally, it fosters an environment where financial success becomes attainable through effective management strategies.
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                InfoFloSimplifying case management software enables you to concentrate on your non-profit organization effectively. With an all-encompassing view of your cases available from a single dashboard, you can eliminate the need for spreadsheets and access your information from any device, no matter where you are. InfoFlo offers a tailored system designed to cater to your specific requirements while remaining budget-friendly. This way, you can enhance your operational efficiency without breaking the bank.
What is Atominvest Software?
                Atominvest provides innovative technological solutions tailored for managers in the Alternatives investment sector. Their adaptable tech offerings cater to the unique needs of your business, enabling you to effectively source investment opportunities, raise capital, cultivate investor relationships, and oversee your portfolio seamlessly. With advanced technology systems, Alternatives fund managers can efficiently handle their investment strategies and investor profiles through a single software platform. This comprehensive software enhances the experience for fund managers by optimizing the investor journey, from onboarding and fundraising to client reporting, while also delivering essential functionalities and streamlined workflows. Additionally, Atominvest ensures that its solutions remain responsive to the evolving demands of the investment landscape.
            
        
            What is 4Degrees?
                4Degrees provides smart solutions for managing deals and relationships, enabling your team to maximize their professional connections effectively. The platform integrates intuitive network searching with automated data entry and smart alerts, ensuring you capitalize on every opportunity to forge connections or finalize deals. By leveraging 4Degrees, you can fully harness the potential of your network!
Our CRM software is commonly utilized in various fields, including:
- Venture Capital
- Private Equity
- Mergers and Acquisitions (M&A)
- Investment Banking
- Commercial Real Estate
- Consulting
- Deal sourcing, deal flow, and due diligence, showcasing its versatility across different industries.
            
        
            Integrations Supported
            
                
    Gmail
            
            
        
        
    
        
        
            
                
    Microsoft Outlook
            
            
        
        
    
        
        
            
                
    Airtable
            
            
        
        
    
        
        
            
                
    Asana
            
            
        
        
    
        
        
            
                
    Bullhorn
            
            
        
        
    
        
        
            
                
    Evernote
            
            
        
        
    
        
        
            
                
    Formstack
            
            
        
        
    
        
        
            
                
    Google Workspace
            
            
        
        
    
        
        
            
                
    HubSpot CRM
            
            
        
        
    
        
        
            
                
    Jira Service Management
            
            
        
        
    
                
                    
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
                
            Integrations Supported
            
                
    Gmail
            
            
        
        
    
        
        
            
                
    Microsoft Outlook
            
            
        
        
    
        
        
            
                
    Airtable
            
            
        
        
    
        
        
            
                
    Asana
            
            
        
        
    
        
        
            
                
    Bullhorn
            
            
        
        
    
        
        
            
                
    Evernote
            
            
        
        
    
        
        
            
                
    Formstack
            
            
        
        
    
        
        
            
                
    Google Workspace
            
            
        
        
    
        
        
            
                
    HubSpot CRM
            
            
        
        
    
        
        
            
                
    Jira Service Management
            
            
        
        
    
                
                    
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
                
            API Availability
            
                Has API
            
            
        
        
    
                API Availability
            
                Has API
            
            
        
        
    
                Pricing Information
        Pricing not provided.
        
        
    
    
    
        
        
            
                Free Trial Offered?
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Pricing Information
        Pricing not provided.
        
        
    
    
    
        
        
            
                Free Trial Offered?
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Supported Platforms
            
                SaaS
            
            
        
        
    
        
        
            
                Android
            
            
        
        
    
        
        
            
                iPhone
            
            
        
        
    
        
        
            
                iPad
            
            
        
        
    
        
        
            
                Windows
            
            
        
        
    
        
        
            
                Mac
            
            
        
        
    
        
        
            
                On-Prem
            
            
        
        
    
        
        
            
                Chromebook
            
            
        
        
    
        
        
            
                Linux
            
            
        
        
    
                Supported Platforms
            
                SaaS
            
            
        
        
    
        
        
            
                Android
            
            
        
        
    
        
        
            
                iPhone
            
            
        
        
    
        
        
            
                iPad
            
            
        
        
    
        
        
            
                Windows
            
            
        
        
    
        
        
            
                Mac
            
            
        
        
    
        
        
            
                On-Prem
            
            
        
        
    
        
        
            
                Chromebook
            
            
        
        
    
        
        
            
                Linux
            
            
        
        
    
                Customer Service / Support
            
                Standard Support
            
            
        
        
    
        
        
            
                24 Hour Support
            
            
        
        
    
        
        
            
                Web-Based Support
            
            
        
        
    
                Customer Service / Support
            
                Standard Support
            
            
        
        
    
        
        
            
                24 Hour Support
            
            
        
        
    
        
        
            
                Web-Based Support
            
            
        
        
    
                Training Options
            
                Documentation Hub
            
            
        
        
    
        
        
            
                Webinars
            
            
        
        
    
        
        
            
                Online Training
            
            
        
        
    
        
        
            
                On-Site Training
            
            
        
        
    
                Training Options
            
                Documentation Hub
            
            
        
        
    
        
        
            
                Webinars
            
            
        
        
    
        
        
            
                Online Training
            
            
        
        
    
        
        
            
                On-Site Training
            
            
        
        
    
                Company Facts
Organization Name
Atominvest
Date Founded
2017
Company Location
United Kingdom
Company Website
software.atominvest.co
Company Facts
Organization Name
4Degrees
Date Founded
2017
Company Location
United States
Company Website
4degrees.ai/
Categories and Features
Financial CRM
                                        Account Alerts
                                        
                                    
                                    
                                    
                                        Asset Management
                                        
                                    
                                    
                                    
                                        Expense Tracking
                                        
                                    
                                    
                                    
                                        Household Tracking
                                        
                                    
                                    
                                    
                                        Influence Tracking
                                        
                                    
                                    
                                    
                                        Lead Management
                                        
                                    
                                    
                                    
                                        Marketing Management
                                        
                                    
                                    
                                    
                                        Relationship Tracking
                                        
                                    
                                    
                                    
                                        Team Assignments
                                        
                                    
                                    
                                    
                                        Territory Management
                                        
                                    
                            
                        Hedge Fund
                                        Compliance Management
                                        
                                    
                                    
                                    
                                        Contact Management
                                        
                                    
                                    
                                    
                                        Investor Accounting
                                        
                                    
                                    
                                    
                                        Investor Reporting
                                        
                                    
                                    
                                    
                                        P&L Calculation
                                        
                                    
                                    
                                    
                                        Partnership Accounting
                                        
                                    
                                    
                                    
                                        Performance Analysis
                                        
                                    
                                    
                                    
                                        Portfolio Analysis
                                        
                                    
                                    
                                    
                                        Portfolio Management
                                        
                                    
                            
                        Investment Management
                                        Accounting Management
                                        
                                    
                                    
                                    
                                        Benchmarking
                                        
                                    
                                    
                                    
                                        Bonds / Stocks
                                        
                                    
                                    
                                    
                                        Client Management
                                        
                                    
                                    
                                    
                                        Commodities
                                        
                                    
                                    
                                    
                                        Compliance Reporting
                                        
                                    
                                    
                                    
                                        Data Import / Export
                                        
                                    
                                    
                                    
                                        For Investment Advisors
                                        
                                    
                                    
                                    
                                        For Investors & Traders
                                        
                                    
                                    
                                    
                                        Fund Management
                                        
                                    
                                    
                                    
                                        Modeling & Simulation
                                        
                                    
                                    
                                    
                                        Payroll & Commissions
                                        
                                    
                                    
                                    
                                        Performance Metrics
                                        
                                    
                                    
                                    
                                        Portfolio Management
                                        
                                    
                                    
                                    
                                        Risk Management
                                        
                                    
                            
                        Virtual Data Room
                                        Anonymity Management
                                        
                                    
                                    
                                    
                                        Audit Trail
                                        
                                    
                                    
                                    
                                        Collaboration
                                        
                                    
                                    
                                    
                                        Data Protection
                                        
                                    
                                    
                                    
                                        Data Storage Management
                                        
                                    
                                    
                                    
                                        Document Tagging
                                        
                                    
                                    
                                    
                                        Due Diligence Management
                                        
                                    
                                    
                                    
                                        Procurement Management
                                        
                                    
                                    
                                    
                                        Project Management
                                        
                                    
                                    
                                    
                                        Role-Based Permissions
                                        
                                    
                                    
                                    
                                        Secure Preview
                                        
                                    
                            
                        Categories and Features
Commercial Real Estate
                                        Brand Management
                                        
                                    
                                    
                                    
                                        CRM
                                        
                                    
                                    
                                    
                                        Cash Flow Analysis
                                        
                                    
                                    
                                    
                                        Critical Date Alerts
                                        
                                    
                                    
                                    
                                        Deal Management
                                        
                                    
                                    
                                    
                                        For Appraisers
                                        
                                    
                                    
                                    
                                        For Brokers
                                        
                                    
                                    
                                    
                                        For Investors
                                        
                                    
                                    
                                    
                                        For Property Managers
                                        
                                    
                                    
                                    
                                        Portfolio Management
                                        
                                    
                                    
                                    
                                        Strategic Planning
                                        
                                    
                            
                        CRM
                                        Calendar/Reminder System
                                        
                                    
                                    
                                    
                                        Call Logging
                                        
                                    
                                    
                                    
                                        Document Storage
                                        
                                    
                                    
                                    
                                        Email Marketing
                                        
                                    
                                    
                                    
                                        Internal Chat Integration
                                        
                                    
                                    
                                    
                                        Lead Scoring
                                        
                                    
                                    
                                    
                                        Marketing Automation Integration
                                        
                                    
                                    
                                    
                                        Mobile Access
                                        
                                    
                                    
                                    
                                        Quotes / Proposals
                                        
                                    
                                    
                                    
                                        Segmentation
                                        
                                    
                                    
                                    
                                        Social Media Integration
                                        
                                    
                                    
                                    
                                        Task Management
                                        
                                    
                                    
                                    
                                        Territory Management
                                        
                                    
                            
                        Financial CRM
                                        Account Alerts
                                        
                                    
                                    
                                    
                                        Asset Management
                                        
                                    
                                    
                                    
                                        Expense Tracking
                                        
                                    
                                    
                                    
                                        Household Tracking
                                        
                                    
                                    
                                    
                                        Influence Tracking
                                        
                                    
                                    
                                    
                                        Lead Management
                                        
                                    
                                    
                                    
                                        Marketing Management
                                        
                                    
                                    
                                    
                                        Relationship Tracking
                                        
                                    
                                    
                                    
                                        Team Assignments
                                        
                                    
                                    
                                    
                                        Territory Management
                                        
                                    
                            
                        Investment Management
                                        Accounting Management
                                        
                                    
                                    
                                    
                                        Benchmarking
                                        
                                    
                                    
                                    
                                        Bonds / Stocks
                                        
                                    
                                    
                                    
                                        Client Management
                                        
                                    
                                    
                                    
                                        Commodities
                                        
                                    
                                    
                                    
                                        Compliance Reporting
                                        
                                    
                                    
                                    
                                        Data Import / Export
                                        
                                    
                                    
                                    
                                        For Investment Advisors
                                        
                                    
                                    
                                    
                                        For Investors & Traders
                                        
                                    
                                    
                                    
                                        Fund Management
                                        
                                    
                                    
                                    
                                        Modeling & Simulation
                                        
                                    
                                    
                                    
                                        Payroll & Commissions
                                        
                                    
                                    
                                    
                                        Performance Metrics
                                        
                                    
                                    
                                    
                                        Portfolio Management
                                        
                                    
                                    
                                    
                                        Risk Management
                                        
                                    
                            
                        Real Estate CRM
                                        Campaign Management
                                        
                                    
                                    
                                    
                                        Client / Property Matching
                                        
                                    
                                    
                                    
                                        Contact Management
                                        
                                    
                                    
                                    
                                        Dashboard
                                        
                                    
                                    
                                    
                                        Email Marketing
                                        
                                    
                                    
                                    
                                        Interaction Tracking
                                        
                                    
                                    
                                    
                                        Lead Management
                                        
                                    
                                    
                                    
                                        Property Alerts
                                        
                                    
                                    
                                    
                                        Referral Tracking
                                        
                                    
                                    
                                    
                                        Segmentation
                                        
                                    
                            
                         
         
         
         
         
         
         
        