Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • CapLinked Reviews & Ratings
    4.5 out of 5 stars 248 Ratings
    Company Website for CapLinked
  • SBS Asset Finance Reviews & Ratings
    4.7 out of 5 stars 3 Ratings
    Company Website for SBS Asset Finance
  • Vantage Reviews & Ratings
    4.4 out of 5 stars 15,963 Ratings
    Company Website for Vantage
  • ZenTreasury Reviews & Ratings
    4.9 out of 5 stars 9 Ratings
    Company Website for ZenTreasury
  • Datasite Diligence Virtual Data Room Reviews & Ratings
    4.6 out of 5 stars 715 Ratings
    Company Website for Datasite Diligence Virtual Data Room
  • Planview Software Product Delivery Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Planview Software Product Delivery
  • Planview Portfolios Reviews & Ratings
    4.2 out of 5 stars 200 Ratings
    Company Website for Planview Portfolios
  • LabWare LIMS Reviews & Ratings
    4.5 out of 5 stars 113 Ratings
    Company Website for LabWare LIMS
  • CompUp Reviews & Ratings
    4.9 out of 5 stars 66 Ratings
    Company Website for CompUp

What is Cogendi?

Our platform integrates a variety of asset categories into a single interface, enabling you to thoroughly comprehend your portfolio, conduct calculations tailored to the unique characteristics of each asset type, and evaluate performance through pertinent groupings. By leveraging these specific metrics, we effectively analyze the performance aspects of your diverse multi-asset class portfolios. Our extensive offerings include publicly traded stocks, fixed-income assets, stakes in long-only funds, hedge fund share classes, cash and short-term instruments, currency forwards, as well as Private Equity and Real Estate investments, which can be accessed through direct investments or partnerships, along with futures and options. Additionally, you have the liberty to create your own investment framework to meet your unique needs. You can examine and assess your positions over any chosen timeframe while having the option to view them in-depth or group them based on the factors that are most significant to you, such as asset classes, sectors, regions, asset managers, strategic levels, or any other personalized criteria you select. This customized approach not only enhances your investment analysis but also guarantees that it remains highly relevant and insightful, empowering you to make informed decisions. Ultimately, the flexibility of our platform allows you to adapt your analysis to the evolving dynamics of your investment landscape.

What is Caltina?

Caltina delivers all-encompassing front-office solutions specifically crafted for private equity, family offices, real estate, secondaries, and fundless sponsors. These solutions, constructed entirely on the Salesforce platform, are meticulously designed to align with the distinct workflows of alternative asset managers, offering flexibility for customization to meet the specific needs of various firms. Understanding that each fund and scenario has unique attributes, Caltina can initiate with a specially configured Salesforce.com setup or modify an existing instance, ensuring a personalized approach that aligns with your fund’s strategic goals. Throughout this customization process, we prioritize the gathering of relevant data and spreadsheets to facilitate their seamless integration into the platform, thereby reducing the cumbersome exchange of email attachments and allowing you to focus on what is essential. You will have the ability to effectively manage your prospective deal pipeline, as the system can be tailored to represent your firm's specific asset class, niche, and operational procedures. Furthermore, our solution meticulously organizes your firm's interactions with deal sources, helping you identify top-quality bankers and lenders while efficiently tracking sell-side and financing activities to bolster your decision-making capabilities. Ultimately, Caltina enhances your firm’s operations by streamlining key processes and boosting overall efficiency in managing relationships and seizing opportunities, thus enabling your team to work more effectively in a competitive market. This emphasis on a tailored experience ensures that you remain agile and responsive in a dynamic investment landscape.

Media

Media

Integrations Supported

Integrations Supported

Emma
Salesforce

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Online Training

Company Facts

Organization Name

Cogendi

Company Location

France

Company Website

www.cogendi.co.uk/our-platform/

Company Facts

Organization Name

Caltina

Date Founded

2016

Company Location

United States

Company Website

www.caltina.com

Categories and Features

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Portfolio Management

Private Equity

Not specified

Categories and Features

Deal Sourcing

Not specified

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation

Private Equity

Not specified

Popular Alternatives

Popular Alternatives

AgenticPM Reviews & Ratings

AgenticPM

Agentic Private Markets
Backstop Reviews & Ratings

Backstop

Backstop Solutions Group
Dynamo Software Reviews & Ratings

Dynamo Software

4.3 out of 5 stars
PackHedgeâ„¢ Reviews & Ratings

PackHedgeâ„¢

FinLab Solutions SA
5.0 out of 5 stars
4Degrees Reviews & Ratings

4Degrees

5.0 out of 5 stars