Company Website

Ratings and Reviews 1 Rating

Total
ease
features
design
support

Ratings and Reviews 13 Ratings

Media

Media

Integrations Supported

Salesforce
Adobe Acrobat Sign
Affinity
Allocator
Allvue
Automation Anywhere
Backstop
BlueFlame AI
Cobalt
Docusign
Formstack
HubSpot Customer Platform
ICE Crypto Payments
Kushim
Navatar
OpenText Documentum
Oracle Business Intelligence (OBIEE)
TFS Manager for Dynamics CRM
UBSplus
airSlate SignNow

Integrations Supported

Salesforce
Adobe Acrobat Sign
Affinity
Allocator
Allvue
Automation Anywhere
Backstop
BlueFlame AI
Cobalt
Docusign
Formstack
HubSpot Customer Platform
ICE Crypto Payments
Kushim
Navatar
OpenText Documentum
Oracle Business Intelligence (OBIEE)
TFS Manager for Dynamics CRM
UBSplus
airSlate SignNow

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$500
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

PitchBook

Date Founded

2007

Company Location

United States

Company Website

pitchbook.com

Company Facts

Organization Name

FundCount Americas

Date Founded

2001

Company Location

United States

Company Website

fundcount.com

Categories and Features

Data Discovery

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

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

Categories and Features

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

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

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