What is CommonSubDoc?
CommonSubDoc represents the next evolution in fund management and investor relations, offering a cloud-based SaaS platform with integrated CRM features tailored specifically for fund managers, investment professionals, and fund administrators.
What Sets Us Apart?
Expertise: Our extensive background in the financial industry equips us with a deep understanding of the distinct obstacles faced by fund managers and investors alike.
Cutting-Edge Technology: We are committed to ongoing technological advancements, ensuring that you have access to the most current features and can maintain a competitive edge in the market.
Top-Notch Security: Protecting your data is our utmost concern, and our platform incorporates advanced security protocols to safeguard your information.
Exceptional Customer Service: Our dedicated support team is always available to assist you throughout your journey, ensuring a seamless and positive user experience.
In a rapidly changing financial landscape, we strive to provide not just solutions, but also peace of mind for our clients.
Similar Software to CommonSubDoc
Coinbase
Coinbase is recognized as the most user-friendly platform for acquiring, trading, and managing your cryptocurrency portfolio. To sweeten the deal, new users can begin their crypto adventure with a $20 Bitcoin bonus upon signing up, after they make their first $20 purchase. Dive into the complexities of various cryptocurrencies while also having the chance to experiment with them firsthand. With its multifaceted features, Coinbase is an excellent entry point for anyone eager to start trading. You can seamlessly buy and sell popular digital currencies while tracking them all from a single dashboard. Moreover, you can implement a gradual investment strategy by setting up recurring purchases on a daily, weekly, or monthly schedule. For greater peace of mind, users have the option to safeguard their assets in a secure vault that includes time-locked withdrawals. Keep abreast of market developments through the Coinbase mobile app, which is accessible on both Android and iOS platforms. Most digital currencies are stored offline, enhancing their protection. Furthermore, cryptocurrency held on Coinbase servers is backed by extensive insurance to further ensure its safety. Catering to a broad spectrum of well-known digital currencies, Coinbase proves to be a flexible option suitable for investors of all levels. This platform not only empowers beginners but also offers advanced tools for experienced traders looking to optimize their strategies.
Learn more
Sharesight
Sharesight 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.
Learn more
Azeus Convene
Convene is an award-winning software designed for board management that enhances the productivity of meetings through the organization and sharing of documents, as well as the management of actions and meeting minutes. Its user-friendly, secure, and efficient features make it a preferred choice among publicly traded companies, small and medium-sized enterprises, banks, non-profit organizations, and governmental bodies across more than 100 nations. Developed by Azeus, a company recognized for its Capability Maturity Model Integration Level 5 status and boasting over three decades of expertise in IT development, Convene is highly adaptable and can be customized to suit the unique requirements of each client. Additionally, Convene operates data centers that are both SSAE 18-certified and ISO 27001-certified worldwide, ensuring the utmost security for client information. This versatile software is compatible with Windows, Mac OS X, and iOS platforms, making it accessible for a wide range of users. Overall, Convene stands out as a comprehensive solution for efficient board management.
Learn more
Ledgy
Ledgy serves as a reliable equity management platform tailored for rapidly growing companies, ensuring compliance with top-tier standards of security and privacy across all regions.
Transform your traditional spreadsheets into a dynamic, transaction-driven cap table that remains precise, adaptable, and capable of real-time updates.
With effective scenario and exit modeling, you can significantly enhance the success of your fundraising efforts while simplifying your due diligence process and overseeing every vesting schedule efficiently.
Customizable dashboards allow you to present the latest data to all stakeholders, including investors, employees, and shareholders, fostering transparency and engagement.
Ledgy not only automates equity plans but also plays a crucial role in attracting and retaining exceptional talent, allowing employees to manage their equity and access details about their shareholdings, vesting timelines, and anticipated valuations.
By actively engaging your investors through the sharing of key performance indicators, precise funding scenarios, valuations, and tailored reporting, you can build stronger relationships.
Discover why founders, CFOs, HR teams, and employees appreciate Ledgy's platform and experience its features firsthand by scheduling a personalized demonstration today. Moreover, this innovative solution equips businesses with the tools necessary to adapt to evolving market conditions and maintain effective communication with all parties involved.
Learn more
Screenshots and Video
Company Facts
Company Name:
Formidium
Date Founded:
2016
Company Location:
United States
Company Website:
www.commonsubdoc.com
Product Details
Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
CommonSubDoc Categories and Features
Investor Relations Software
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations