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.
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Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators.
By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success.
Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
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Finta
Optimize Your Fundraising Approach. Finta empowers startups to attract private capital more effectively by providing a secure, cloud-based platform for managing investment deals. This tool allows prospective investors to thoroughly understand your business during the capital-raising process. Your confidential documents are systematically organized according to investor preferences, ensuring that all sensitive information remains protected. You retain authority over who can access your data, making it easy to keep everything structured and user-friendly. Our user-friendly software not only saves you precious time but also enhances your ability to build and strengthen connections with investors, ultimately leading to greater funding opportunities. Moreover, you can monitor your company’s equity and fundraising activities in real time for better oversight. At Finta, we are transforming the investment landscape for businesses. With our automated CRM, you can track your deals across all stages of the pipeline, providing you with valuable insights into the engagement levels of potential investors. This forward-thinking strategy streamlines the fundraising process while equipping you with the knowledge needed to make strategic decisions as you pursue the capital essential for growth. Furthermore, by utilizing our platform, you can ensure that your fundraising efforts are not only efficient but also aligned with your overall business objectives.
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Mattermark
Discover and monitor the fastest-growing companies and investors across the globe effortlessly. Elevate your leads and accounts by utilizing extensive company data provided by Mattermark, which includes more than 80 attributes for each organization, encompassing aspects such as location, industry, revenue, employee count, funding, and workforce expansion. Identify the right contacts by assessing their job titles, responsibilities, and seniority levels. Refine your outreach methods by tracking changes in team size, web traffic, media exposure, and various other metrics. Our sophisticated tools leverage machine learning, web crawlers, primary data sources, and natural language processing to extract insights from millions of news articles and websites each day. A dedicated team of in-house analysts rigorously verifies this information daily, allowing you to make informed business choices. Gain access to a vast database of global business intelligence that can be easily filtered and sorted. Mattermark simplifies the identification of the most advantageous deals. Explore detailed profiles of companies and investors to gain deep insights into their growth patterns and operational dynamics over time, fundamentally changing the way you approach business by ensuring you have reliable information at your fingertips. This methodology not only bolsters decision-making but also cultivates a culture of strategic planning based on solid data, ultimately driving better outcomes for your organization. By relying on such comprehensive insights, you can position your business for sustained success.
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