Top Vestlane Alternatives

Since its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users. With our platform, users can efficiently: - Assess manager risk/return through access to over 3,000 statistics on funds - Establish a customizable investable universe using robust screening tools - Monitor and evaluate fund exposures - Build, optimize, and oversee portfolios - Conduct thorough due diligence on hedge funds - Generate reports on funds using PowerBI or Excel API - Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.

FundCount is a sophisticated software solution designed for analytical and partnership accounting, enabling users to monitor, analyze, and generate reports on intricate investment portfolios. This software caters to a diverse clientele, including fund administrators, family offices, hedge funds, and private equity firms. With a built-in multicurrency general ledger and automated workflow features, FundCount enhances operational efficiency in daily tasks. Its user-friendly reporting tools provide flexibility, allowing firms to swiftly produce tailored reports that align with the unique needs of each client. Recognized for its excellence, Hedgeweek awarded FundCount the title of Best Fund Accounting and Reporting System Firm, further solidifying its reputation in the industry. By streamlining accounting processes, FundCount empowers firms to focus on strategic growth and client satisfaction.

Affinity empowers you to enhance your vital connections and discover new business potentials through its innovative approach. By utilizing patented technology, it meticulously organizes and evaluates vast amounts of data derived from your team's digital interactions. This platform aids teams in cultivating their networks and boosting deal activity by revealing essential decision-makers and automatically filling pipelines. Additionally, Affinity offers valuable context regarding your contacts, ensuring you remain informed about who has interacted with whom and the reasoning behind those engagements. With Affinity, you can achieve a more profound understanding of your network while removing the need for tedious data entry, making it invaluable in any sector that prioritizes robust relationship building. Ultimately, this tool not only streamlines processes but also enhances your overall strategic approach to networking.

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.

Altvia provides a cutting-edge platform paired with exceptional expertise to assist your firm in navigating the growing complexities of expansion, which involves managing an increasing number of funds and a broader base of limited partners. You can easily distribute customized materials like PPMs, K1s, and capital calls, all while improving the investor experience through a secure portal bolstered by in-depth analytics. At the core of a modern technological platform is a cohesive source of truth that streamlines vital workflows, manages contacts, maps relationships, and automates essential tasks such as emails and assignments. Experience unmatched visibility into your deal flow, which allows you to prioritize opportunities based on their origin or similarity to your firm’s most advantageous investments. Moreover, simplify the reporting processes for portfolio companies and enhance data collection, giving you more time to focus on understanding value creation and evaluating the health of your investments. This comprehensive strategy not only boosts operational efficiency but also cultivates stronger connections with both investors and stakeholders, ultimately leading to more informed decision-making and growth opportunities. By embracing these innovations, your firm can stay ahead in a competitive landscape.

Dynamo unites the essential components necessary for effective alternative investment management into a single, adaptable platform. Our various modules seamlessly collaborate on a unified technology stack, creating one centralized and automated solution tailored for private equity, venture capital, real estate investments, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. By automating tedious and manual tasks with customizable dashboards, workflows, and reporting tools, Dynamo alleviates operational burdens, allowing your team to concentrate on the insights and personal interactions that drive your firm's success. Furthermore, with a dedicated Client Services and Support team that has extensive experience, Dynamo is committed to ensuring that you achieve sustained excellence as you tailor the platform to fit your specific business requirements effectively. This commitment to client success is an integral aspect of what makes Dynamo stand out in the investment management industry.

Diligent Equity is set to become the essential platform for investors looking to effectively oversee their portfolios and cap tables. Enhance your investment management, portfolios, and LP relationships with greater accuracy and insight. Eliminate the frustrations of unreliable data and gain a comprehensive understanding of your fund’s performance. With Diligent Equity's real-time investment performance tracking, you’ll have a singular source of truth for your entire portfolio, independent of the cap table software utilized by your companies. Monitor fund performance through a unified dashboard that displays key metrics such as investment multiples and IRRs. You can swiftly access up-to-date information about your current investments, cap tables, waterfalls, and valuations. Additionally, keep tabs on company KPIs for your portfolio firms throughout the investment journey, from initiation to exit. Diligent Equity also provides managed services that ensure your cap tables and KPIs for portfolio companies are consistently updated and free from errors, giving you peace of mind in your investment management. This comprehensive approach allows investors to focus on strategic decisions rather than administrative burdens.

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.

Anduin is transforming fund administration by introducing digitized subscriptions, providing real-time updates, and streamlining fund operations. Our user-friendly onboarding process significantly enhances the investor experience while substantially decreasing the rate of incomplete documents. This innovation adds transparency and efficiency to the fund subscription process. Here’s how it operates: We convert all subscription agreements and tax documentation into digital formats, allowing you to focus on distributing subscription packages and monitoring investor interactions with your materials. 1. Anduin creates intelligent smart forms by digitizing counsel documents. 2. These forms are automatically filled with data from past fundraising efforts. 3. Fund managers can invite investors to complete these smart forms and sign the limited partnership agreement. 4. Subscription packages can be countersigned, and documents or data can easily be sent to the fund administrator. To schedule a demo, simply visit www.fundsub.io and take the first step toward modernizing your fund administration processes.

AngelList offers a comprehensive array of tools aimed at helping startups, investors, and fund managers foster innovation. With AngelList, you can efficiently manage your company's cap table, fundraising efforts, employee offer letters, and other vital tasks all from a single, user-friendly platform. Focus on growing your business while leaving the administrative responsibilities to AngelList. The platform simplifies the fundraising experience through AngelList Raise, which takes care of accreditation, signatures, banking, and other essential functions for SAFE and equity rounds. Raise capital more efficiently with just one entry on your cap table, enhancing the overall process's effectiveness. Founders can utilize Roll Up Vehicles™, which provide a single link for investors to commit and transfer funds online, while AngelList manages all subsequent processes. You can also explore Rolling Funds for tailored investment opportunities, allowing you to subscribe quarterly and work with prominent VCs, while adjusting your investment amounts in line with your financial goals. Access a multitude of high-quality deals and funds managed by leading industry experts and investors with just one investment. Additionally, consider the AngelList Access Fund to diversify your portfolio and seize unique investment opportunities. Each feature is meticulously crafted to streamline the investment landscape, ensuring that you can more easily reach your financial aspirations, while the platform continuously evolves to meet the changing needs of its users.

VESTBERRY offers a sophisticated portfolio management and reporting platform tailored for the needs of venture capital and private equity firms. This innovative software enhances the efficiency of VC operations, streamlines reporting, and facilitates communication with limited partners, all while delivering advanced analytics that support informed investment choices. With notable clients such as Atomico, which ranks as the second largest venture capital firm in Europe and has invested in successful companies like Wolt, Skype, and Stripe, we are well-positioned to set the benchmark for portfolio management in the industry. Our commitment to automation and insightful analytics is paving the way for a transformative shift in how investment decisions are made.

Floww presents a comprehensive financial infrastructure designed to enhance the fundraising and investment experience in private markets. For companies striving to grow, Floww offers a variety of tools that help craft compelling stories, broaden connections, and manage fundraising efforts effectively, all while allowing businesses to maintain control over their confidential information. Venture capital firms can leverage Floww to simplify administrative processes, synchronize data across their portfolio companies, and effortlessly oversee fund activities, which ultimately enriches the experience for limited partners through valuable data insights. Investors benefit from a meticulously selected deal flow and detailed company information, facilitating sound decision-making and streamlining portfolio management. With its integrated platform, Floww significantly boosts transparency and efficiency, fostering both advancement and creativity within the private market sector. Users can easily collect data, consolidate insights about their portfolios, and access essential performance indicators, establishing it as a crucial tool for navigating the modern financial landscape. This well-rounded strategy positions Floww as an indispensable asset for all participants in the investment ecosystem, ensuring they are well-equipped to tackle evolving market challenges. Moreover, the platform's emphasis on user experience and data control further solidifies its role in redefining how stakeholders engage with private market investments.

Enhance the efficiency of your core business functions by utilizing a holistic platform specifically crafted for investor servicing, aimed at fund administrators and investment managers alike. Global fund administrators and managers, whether dealing with offshore or onshore hedge funds, private equity vehicles, real estate investments, or retail funds, trust ManTra to facilitate the growth and management of their operations. NTAS provides advanced investor servicing tailored to the needs of fund administrators and managers, ensuring increased operational efficiency, exceptional client service, and enhanced transparency and security. PENTAS offers a comprehensive automation solution for the investor lifecycle, serving both traditional and hybrid private equity funds, enabling you to refine every aspect of the limited partner investment process for unparalleled effectiveness, oversight, and customer service. KURE streamlines and automates your AML compliance as well as FATCA/CRS reporting, backed by a robust regulatory framework to guarantee that your compliance actions are both effective and dependable. By adopting these cutting-edge solutions, you can elevate your business's operational capabilities and adapt to the continuously changing requirements of the financial sector, setting a new benchmark for success. Embrace the future of financial services with confidence and innovation.

Enhance your investment processing while remaining compliant by utilizing an all-in-one platform designed specifically for private capital raising and tailored for users. In under half an hour, you can customize your platform, establish an offering, and design an optimal user experience that caters to both investor and organizational requirements. With data-driven targeting, you can significantly reduce prospecting time, automate personalized engagement marketing, and conduct investor compliance checks with just one click. Is your legacy data cluttered and outdated? Our skilled engineers will streamline and transfer your legacy data to your new platform during the onboarding process, facilitating quicker deal closures. Furthermore, you can take advantage of our API and webhook features to integrate all necessary services that pave the way for your success, ensuring a smoother operational flow and better connectivity. This comprehensive approach not only saves time but also enhances overall efficiency and effectiveness in your investment strategies.

Quoroom serves as an essential software for fundraising and managing cap tables, allowing you to oversee every stage of your business's journey, from cultivating an investor pipeline to connecting with potential investors and managing legal finalizations along with share issuance. Additionally, our platform includes a secure data room and features for investor updates, simplifying the decision-making process and keeping investors well-informed. Quoroom acts as your ultimate ally in accelerating your capital-raising efforts! Experience Quoroom for free and benefit from our professional support! Our automated updates for investors, metrics sharing based on permissions, and matchmaking capabilities enhance your investor relations, while the secure data room and cap table management features facilitate deal closures and ensure compliance. By utilizing Quoroom's effective workflows, you can sidestep common pitfalls and foster strong relationships with investors. Discover the advantages of Quoroom today and take advantage of our expert assistance!

eFront offers a robust suite of software solutions that acts as a unified platform for alternative investors, enabling them to oversee all aspects of their investment processes, including due diligence, fundraising, and reporting for a variety of alternative asset classes. Clients benefit from dedicated support teams and innovative research and development departments, ensuring that eFront enhances their alternative investment strategies effectively. Acknowledged as the leading software provider within the alternative investment sector, eFront presents a wide-ranging assortment of products that cater to all alternative investment asset classes, cater to diverse investor profiles, and meet specific client needs. Utilize our solution finder below to discover the perfect tool tailored for your unique investment path. As the capital markets landscape evolves and a growing portion of funds is directed toward private markets, insurers face considerable operational challenges due to reliance on disparate systems, spreadsheets, and manual processes, which makes the seamless integration of comprehensive portfolios that include both public and private assets increasingly vital. Addressing these operational hurdles is crucial for enhancing investment performance, ensuring alignment with market trends, and ultimately achieving long-term success in an ever-changing financial environment.

Since its launch in 2005, ProFundCom has become the leading Digital Marketing Platform specifically designed for Hedge Funds, while also catering to Asset Managers, Wealth Managers, and Private Equity firms. Our robust email marketing platform enables the creation of visually appealing campaigns with a guarantee of successful delivery. By integrating automation that aligns with your workflows, you can greatly improve operational efficiency. Additionally, our advanced reporting tools are instrumental in increasing and sustaining Assets under Management (AuM). Our all-encompassing event management platform ensures seamless execution of events, while also enhancing participant engagement. You will also gain insightful analytics regarding your campaign performance across various digital channels. Email marketing continues to play a vital role in connecting with both prospective and current investors. Tailored specifically for the financial services industry, ProFundCom offers an email marketing solution that not only ensures effective communication delivery but also provides sophisticated reporting features that standard providers fail to offer. In such a competitive environment, utilizing our cutting-edge solutions can significantly enhance your market position. With an unwavering commitment to innovation, we continuously strive to meet the evolving needs of our clients in the financial sector.

Backstop provides an exceptional suite of productivity software tailored for investment managers and institutional asset owners. Specifically designed for a variety of organizations, including foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop empowers asset managers and allocators with cutting-edge cloud-based tools that focus on enhancing capital raising and retention, optimizing research and portfolio management, and effectively addressing the needs of their primary stakeholders. Their primary products consist of Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile, all of which provide extensive support for a wide range of operational requirements. By utilizing these sophisticated tools, clients can greatly enhance their operational efficiency and overall effectiveness in the realm of investment management. Additionally, the integration of these solutions fosters a more collaborative environment, allowing teams to work seamlessly together toward achieving their investment goals.

FolioSure offers Private Equity (PE) and Venture Capital (VC) firms a competitive edge in overseeing their portfolios and managing data operations effectively. This comprehensive, cloud-based portfolio monitoring solution enables users to track and assess the performance of portfolio companies seamlessly. Furthermore, it can be easily incorporated into your current technological framework and tailored to meet your specific needs, ensuring optimal functionality and user experience. With FolioSure, firms can enhance their operational efficiency and make informed decisions based on real-time insights.

Leverage Investor CRM to efficiently manage your investment pipeline with ease. This platform enables smooth collaboration, allowing direct connections with mentors and advisors right from your account. Gain immediate insight into your investment pipeline while improving your fundraising productivity. You can tap into an exclusive database featuring 21,000 venture capital funds and 100,000 investors, including angels, family offices, fund-of-funds, private equity firms, and more, which makes creating a targeted investor list faster than ever. Furthermore, design compelling newsletters with Investor Updates in under 15 minutes, ensuring you stay top-of-mind with both existing and prospective investors. Track engagement through metrics like view counts and duration to glean important insights about investor interest. In addition, delve into a rich collection of over 80 crucial startup documents, such as term sheets, cap tables, pitch decks, financial projections, NDAs, and others, to effectively bolster your fundraising efforts. By utilizing these robust tools, you can refine your investor relations strategy and significantly increase your likelihood of obtaining necessary funding. Ultimately, this comprehensive approach equips you to navigate the complexities of investment and fundraising with confidence.

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.

Kushim provides specialized software for private equity and venture capital that effectively streamlines deal flow management and monitors portfolio performance. This platform integrates essential insights, metrics, and data typically found within your tech stack, enhancing your investment decision-making process. By connecting entire investment teams, Kushim allows you to focus on discovering the next groundbreaking opportunity rather than getting bogged down in administrative challenges. The tools developed by Kushim are specifically designed with investors in mind, featuring user-friendly interfaces that simplify the tracking of deals and facilitate the growth of your portfolio companies. Whether you are a venture capitalist, a family office investor, or an angel investor, Kushim is equipped to support your unique requirements. Our collaboration with a diverse range of high-caliber investors has helped us tailor our offerings to better meet your expectations. In addition to a comprehensive suite of products including Kushim Portal, Kushim Management, and Kushim Dealflow, we ensure that our solutions are both effective and intuitive, paving the way for your investment success. With Kushim, you can confidently navigate the complexities of the investment landscape and unlock your full potential.

FundPanel, created by Aduro Advisors, a key figure in Venture Capital fund administration, allows your back office to efficiently handle the complexities of essential investor communications with speed and precision. Esteemed by numerous significant funds throughout the United States and beyond, FundPanel is recognized as a reliable resource that streamlines the process of generating accurate reports. Both fund managers and investors can easily access comprehensive details about funds, capital commitments, capital calls, distributions, and capital accounts through its intuitive dashboard interface. The platform's ease of use promotes straightforward navigation for all users, allowing for the clear presentation of critical financial information. In addition, it supports secure document sharing and provides real-time performance analytics, fostering transparency and enhancing operational efficiency in fund management. FundPanel also incorporates customizable reporting templates that align with industry standards, guaranteeing that limited partners receive consistently reliable information. By offering a holistic solution that addresses various needs, FundPanel ultimately improves the experience for fund managers and their investors, making it an indispensable tool in fund administration. Furthermore, its commitment to continuous enhancement ensures that users benefit from the latest innovations in financial reporting and communication.

Move away from reliance on spreadsheets and seamlessly manage all aspects of back-office fund accounting with Eze Investor Accounting. This dedicated software, previously known as Penny, is specifically designed for hedge funds, fund administrators, private equity firms, and wealth management experts, offering a trustworthy solution tailored to their accounting requirements. Eze Investor Accounting alleviates the challenges associated with calculating complex management and performance fee structures, making tax processing more efficient and facilitating the generation of investor statements alongside monthly performance reports, which allows users to handle their responsibilities with exceptional ease. Thanks to its user-friendly interface and powerful features, Eze Investor Accounting enables financial professionals to boost their operational productivity and concentrate on long-term strategic growth, ultimately leading to improved business outcomes. As the financial landscape continues to evolve, leveraging such technology becomes increasingly vital for maintaining a competitive edge.

The WOWS Investment portal serves as a bridge for startups and small to medium enterprises (SMEs) to connect with investors from around the world, facilitating both primary and secondary equity fundraising. Offering an intuitive interface, it allows companies to effectively present themselves, while providing essential tools for managing equity and raising capital, along with features for matching investors to suitable opportunities. Notable aspects of the platform include: - Company showcasing: The ability to upload pitch decks and effectively present business models. - Investment Monitoring: Investors can monitor their investments and the valuation of their shares in real-time through customized dashboards. - Due Diligence: The platform includes secure virtual data rooms designed to support thorough due diligence processes. - Communication Assistance: It enables direct question-and-answer interactions between investors and companies, along with insights into past funding activities. Ultimately, WOWS Global aims to streamline the fundraising process, enhance investment opportunities, and foster growth in the private market sector by leveraging cutting-edge technology and a vast network of investors. This initiative not only benefits startups and SMEs but also creates a more dynamic investment landscape for all participants.

Designed specifically for hedge funds, private equity, and funds of funds, AdvisorWare® delivers a robust platform that integrates portfolio management, accounting, and partnership accounting functionalities. This system is adept at addressing the complexities faced by alternative investment funds as they navigate global investment, trading, and management hurdles, while also catering to their rigorous requirements for financial, tax, partnership, and allocation reporting. With an intuitive interface, it enhances operational efficiency by allowing seamless management of diverse instruments and corporate actions, all while safeguarding data integrity. By incorporating proactive automated exception handling, workflow management, and reconciliation features, it effectively mitigates operational risks. Furthermore, AdvisorWare® fulfills tax and reporting obligations across various jurisdictions, offering fully automated tax allocation for partners, thus ensuring compliance and user-friendliness. With its extensive capabilities, AdvisorWare® serves as an indispensable resource for fund managers aiming to optimize their operations and enhance the precision of their reporting processes. In a landscape where accuracy and efficiency are paramount, utilizing a tool like AdvisorWare® can make a significant difference in managing complex fund dynamics.

FundFormer streamlines the processing of fund documents for alternative asset managers and investors, enabling quicker operations. Our onboarding portal is tailored specifically for those investing in hedge funds, venture capital, and private equity. It transforms subscription documents into web-based forms that seamlessly incorporate eSignature capabilities. FundFormer efficiently converts existing documents such as investor questionnaires, tax forms, and FACTA-CRS forms into smart webforms that utilize conditional logic for enhanced user experience. Additionally, FundFormer facilitates coordination among all parties involved during the fundraising process, which includes investors' financial advisors and legal representatives. Custom data exports can also be generated for purposes of fund administration or investor onboarding. A dedicated FundFormer professional is available to support you throughout your fund's entire lifecycle, ranging from the initial launch to the final closure and even in managing subsequent secondary transactions. This comprehensive service ensures that all aspects of fund management are handled with expertise and efficiency.

The Caissa Platform distinguishes itself as the leading investment analytics tool designed specifically for institutional allocators, including endowments, foundations, OCIOs, pension funds, and family offices. Serving clients who collectively oversee assets surpassing $1.7 trillion, this web-based platform equips users to perform in-depth analyses encompassing exposure, risk, liquidity, attribution, and private equity modeling across a variety of multi-asset class portfolios. Our committed data team meticulously aggregates all types of transparency data—spanning investor letters, separately managed accounts, private equity details, and 13Fs—into the Caissa Platform. This data is subjected to a rigorous process involving cleansing, harmonization, migration, and integration, resulting in a unified resource for users. By offering harmonized exposures that allow for comprehensive aggregation across different asset classes and investment vehicles, our platform facilitates the seamless execution of exposure, risk, liquidity, attribution, and quantitative analyses, significantly improving decision-making for portfolio managers and their associated investments. In essence, the Caissa Platform not only simplifies analytical workflows but also elevates the overall investment strategy for its users, making it an indispensable resource in the competitive financial landscape.

Why choose proprietary systems when the latest ERP from Microsoft boasts exceptional features in financial accounting, banking, security, and technology? Elysys leverages the powerful Microsoft Dynamics 365 Business Central platform, offering enhanced capabilities and scalability that particularly shine in specialized treasury management applications. Users can effortlessly create tailored dashboards and reports for a variety of financial or investment data, allowing for detailed exploration of individual transactions. This system not only aggregates financial and non-financial assets across multiple portfolios and asset classes but also supports financial consolidation for groups at different organizational levels. Over the last 15 years, we have launched a comprehensive array of modules covering a wide spectrum of investment forms, ranging from traditional paper investments and money markets to derivatives, structured products, and alternative investments such as private equity, public equities, funds, bonds, options, futures, forwards, and swaps. Our dedication to innovation and excellence empowers our clients with the latest tools and resources to effectively manage their financial operations, ensuring they stay ahead in a dynamic market. Ultimately, the combination of Microsoft’s robust platform and Elysys’s innovative solutions offers unmatched advantages for financial management.

Options is committed to transforming technology in the financial industry. Although we do not partake in market activities directly, we are recognized as the premier provider of IT infrastructure for international Capital Markets firms, significantly improving their operational efficiency and ecosystems. We take pride in delivering high-performance managed trading infrastructure along with cloud-enabled managed services to over 550 clients worldwide, offering a flexible and scalable platform that is fortified with robust cybersecurity measures that adhere to Investment Bank standards. Our diverse clientele includes leading global investment banks, hedge funds, funds of funds, proprietary trading firms, brokers, dealers, private equity firms, and exchanges. We ensure continuous support for these clients in more than 20 countries through a genuine 24×7 ‘follow the sun’ service model, which guarantees assistance is accessible at all times. With a presence in eight key cities—New York, Toronto, Chicago, London, Belfast, Hong Kong, Singapore, and Auckland—we are strategically equipped to address our customers' requirements both in-person and virtually. This strategic positioning not only enhances our service delivery but also reinforces our dedication to building strong partnerships and providing customized solutions in the dynamic financial landscape. Our focus on innovation and client satisfaction drives our mission to lead the industry forward.

Transform your client service experience without upfront implementation fees by spreading the costs across your contract's duration, allowing you to deliver the outstanding service your clients deserve from the very start. Quick deployment is vital for our clients to realize immediate benefits, and our dedicated in-house project and customer success teams ensure your platform becomes operational in weeks rather than months. For those who need a customized setup, we provide extensive consulting and professional services tailored to your unique requirements. Whether it’s designing bespoke workflows or developing specialized software, we stand ready to help. Our offerings encompass smooth client onboarding, online data rooms for your funds, streamlined document management, eSignature capabilities, and a powerful Investor portal. By moving your capital raising processes online, you can significantly cut down on both fundraising time and costs while delivering an exceptional experience for your clients. This empowers them to easily navigate your offerings and access educational resources through integrated data rooms, making the whole process more seamless and user-friendly. Additionally, this strategy not only boosts client satisfaction but also enhances the overall efficiency of your operations, ultimately leading to a more successful business model. As you embrace this transformation, you can expect to see a marked improvement in both client engagement and retention.

An all-encompassing portfolio monitoring system provides a customized dashboard along with analytical capabilities, ensuring a unified deal pipeline complemented by individualized dashboards. It also features fund administration and management of limited partners, all seamlessly integrated with state-of-the-art business intelligence resources. DAVIGOLD stands out as an innovative Fintech startup, allocating an impressive 45% of its budget to research and development in pursuit of creating the most sophisticated Private Equity software in the market. Consequently, DAVIGOLD is emerging as a strong contender in the race for a comprehensive Private Equity software solution, with its rapid growth and the increasing acceptance of its unique and creative offerings by top Private Equity firms serving as testament to its potential. This growing popularity underscores the effectiveness and distinctiveness of DAVIGOLD's tools in addressing the intricate demands of the sector, paving the way for future advancements and collaborations within the industry. As the landscape of Private Equity continues to evolve, DAVIGOLD's commitment to innovation positions it favorably for ongoing success.

Fund accounting software and investor management systems play a crucial role in effectively monitoring interactions with investors, contacts, and third-party representatives. Furthermore, fund administration tools facilitate the seamless management of fund entities, including handling closings, commitments, capital accounts, and transactions. With the help of portfolio management applications, you can maintain oversight of various investment components, such as portfolio companies, properties, securities, revaluations, and shareholder tables. It is essential to offer your investors what they value the most: detailed notifications and clear quarterly reports that they can easily access through a secure portal. In addition, providing thorough ILPA call and distribution letters, along with industry-standard quarterly reports, ensures that stakeholders remain well-informed about their investments. By allowing limited partners to securely access fund documents at any time via smartphones, tablets, or standard web browsers, you enhance their experience and build trust in your management. This level of accessibility not only promotes transparency but also solidifies the relationship between fund managers and their investors, creating a foundation for long-term collaboration and success. Ultimately, the integration of these technologies leads to improved efficiency and satisfaction for all parties involved.

A software solution designed for venture capitalists, investment bankers, and funding advisors to facilitate capital raising, it features a searchable database of 227,000 investors, a customer relationship management system for overseeing deal flow, and tools for hosting pitch decks and sending investor updates. Additionally, it provides email tools for effective investor communication and a Virtual Data Room to streamline the due diligence process. Notably, businesses have successfully secured $17 billion in funding using this comprehensive platform. This platform not only enhances fundraising efficiency but also fosters better relationships between companies and their potential investors.

An innovative operating system designed for effective fund management. It integrates effortlessly with your back-office systems, allowing you to monitor your investments and the overall performance of your funds. Simplify your data collection to effectively manage the growth of your portfolio companies and improve your ability to support their diverse needs. With our advanced reporting tool, you can create tailored LP reports or effortlessly import real-time data into Excel for added convenience. Streamline your deal pipeline to align your investment team and save countless hours that would otherwise be spent on tedious manual data entry. Leverage your firm's network to assist in identifying new deals, enhancing fundraising efforts, recruiting talent, and facilitating valuable introductions. This all-encompassing strategy not only increases operational efficiency but also equips your firm with the insights needed for making well-informed decisions with greater simplicity. Moreover, by fostering collaboration and communication among team members, your organization can adapt swiftly to market changes and seize new opportunities as they arise.

Rundit simplifies the creation of LP Reports in accordance with both InvestEurope and ILPA guidelines, making it easier to communicate with limited partners. Impress your LPs by delivering clear updates on portfolio company performance and fund metrics. By establishing objectives and anticipating each stage of business growth, you can maintain a competitive edge in your investments. The platform allows for straightforward comparisons between actual results and projected values by enabling the addition of a forecast row to each KPI in the company metrics table. Users can select from a wide range of available metrics or even design their own tailored metrics. Rundit supports various financial aspects, including financial statements, balance sheet items, marketing metrics, and ESG metrics. Its advanced portfolio management software efficiently handles 17 different transaction types, automatically calculating key figures such as Gross Income, Money Multiple, Fair Value, and Ownership or Invested Amount, ensuring that you have a comprehensive view of your investments. Overall, Rundit equips you with the tools necessary to enhance your investment management capabilities significantly.

PackHedge™, recognized as the premier solution in the investment industry, excels in managing Alternative/Hedge and Private Equity funds, while also accommodating traditional and mutual funds as well as a variety of other investment vehicles, including UCITS, ETFs, equities, real estate, forwards, and currencies. Its capabilities empower users to conduct thorough quantitative and qualitative research and analysis, encompassing risk assessment, stress testing, scenario planning, exposure evaluation, contribution and attribution analysis, and effective asset allocation, portfolio construction, and management. Additionally, it supports shadow accounting for portfolios, managed accounts, and funds of funds, along with crucial liquidity and cash flow forecasting, due diligence, document management, workflow optimization, client relationship management (CRM), compliance needs, KYC processes, and fostering financial innovation. The platform is composed of a suite of advanced modular software tools that are seamlessly integrated, providing exceptional data management models capable of handling multi-source, multiple-frequency, and multilingual qualitative and quantitative data, ensuring that users have access to comprehensive insights and analytics. This holistic approach not only streamlines processes but also enhances decision-making across various investment strategies.

Easily send and receive capital calls from any device within seconds, removing the inconvenience of waiting for checks, managing wires, and keeping track of unpaid capital commitments. Now, you can execute instant payments to investors and allocate funds to projects swiftly, which minimizes reliance on traditional checks and improves the overall experience for your stakeholders. While managing incoming capital alongside outgoing payments can often be tedious, our service provides you with comprehensive insight into when each capital call is viewed, accepted, and finalized, guaranteeing full transparency and real-time updates for every transaction. Utilizing insecure methods for sharing sensitive information raises the risk of legal complications surrounding capital transactions. With Verivend's secure, cloud-based Digital Wallet, featuring advanced encryption, you can bypass the challenges of exchanging and storing sensitive banking information or managing fragmented escrow accounts, facilitating a more seamless and secure financial operation. This innovative strategy not only simplifies the process but also safeguards the interests of all parties involved, ensuring a trustworthy environment for all transactions. Ultimately, this system enhances the efficiency of capital management while fostering confidence among investors and project managers alike.

DealFlow functions as an all-encompassing platform designed to offer alternative investment avenues to wealthy clients. Users are able to discover a variety of funds and investment opportunities, smoothly navigating through structured workflows and necessary documentation to partake in deals with just a few clicks. The platform's design emphasizes a user-friendly investor experience, featuring smart onboarding forms that provide real-time document verification and an effective KYC process, which not only expedites the experience but also reduces the chance of mistakes. Furthermore, DealFlow offers FINRA-registered professionals the quickest and most efficient means to execute securities transactions on behalf of their clients. Compliance procedures are seamlessly integrated within the platform, and Katipult’s eSignature technology ensures complete clarity in both documentation and KYC processes. With a strong dedication to innovation, DealFlow is set to transform the world of alternative investments for high-net-worth individuals, making it easier for them to access and manage their investment portfolios. This approach not only enhances the investment experience but also builds trust and confidence among users.

Equip your venture capital or private equity firm with vital tools for effective accounting, administration, and reporting to your investors. Simplify your organization, allocation, and reporting processes through Fundwave's specialized Fund Administration Software, which provides tailored solutions for micro VCs, impact funds, large funds, SPV structures, and more. JCurve offers a flexible workspace designed for investment teams, efficiently serving both angel investors and small VCs alongside large venture capital and private equity firms. With features such as custom branding, interactive dashboards, and self-service options for investors, Fundwave's investor portal allows you to seamlessly distribute capital notices and reports to your limited partners. From your first closing to managing a wide array of investors across different funds, you'll find an adaptable plan to suit your needs. Furthermore, Dealflow aids in managing your deal pipeline, enabling you to concentrate on the most promising investment opportunities while keeping a clear perspective on your overall strategy. This holistic approach not only improves operational efficiency but also fosters stronger relationships with your investors, ensuring ongoing trust and collaboration. By integrating these advanced tools, your firm can elevate its performance and secure lasting success in the competitive investment landscape.

Fundamental Portal serves as the premier solution for revolutionizing investment management for real estate general partners and owners/operators. It also equips fund managers with an interface that is not only secure but also professional and user-friendly. Our innovative platform streamlines the capital-raising process, enabling users to engage efficiently with investors through straightforward and trustworthy interfaces. Fundamental Portal ensures a smooth experience for both investors and those raising capital, enhancing interaction and collaboration. It enables rapid soft commitments, allowing funds to be raised within minutes, while also simplifying distribution workflows and facilitating real-time document sharing. This is merely the starting point, as Fundamental Admin serves as an additional feature that enhances the Fundamental Portal by delivering extensive back-office support. By utilizing Fundamental Admin, fund managers can concentrate their resources on capital growth and fundraising efforts, alleviating the burden of administrative responsibilities. This dual approach optimizes the overall investment management process.

Cascade Suite is crafted to meet the needs of fund administrators who require improved accuracy and oversight across multiple funds through a scalable private equity software solution, while also providing asset managers with a cost-effective tool for reporting and reconciling deal-by-deal waterfall calculations. It promotes greater transparency and ensures compliance for both regulators and investors, automates complex allocations and calculations, and significantly reduces operational expenses. These benefits are merely a glimpse into the capabilities of Cascade Suite. This powerful and flexible proprietary software serves as an exceptionally effective resource for your alternative investment structures, efficiently supporting industries such as private equity, real estate, venture capital, hedge funds, mutual funds, and managed accounts. With a variety of deployment options available, Cascade Suite is ready to revolutionize your investment management workflows, enhancing overall efficiency and productivity in the process.

Our all-encompassing software offerings, paired with our in-depth accounting and tax knowledge, place our firm at the leading edge of the industry. By integrating your investment activities into one cohesive platform, we simplify every aspect from managing deal flow to completing investments, including invoicing, e-signatures, and performance evaluations. This cohesive approach guarantees that the system utilized for investment management also addresses all investor reporting and fund oversight, offering a seamless experience that meets all of your needs. There’s truly no better way to leverage Venture360 to boost your capital-raising initiatives; you can even incorporate our investor registration link directly on your website and embark on your fundraising adventure today. Our user-friendly solution provides a customizable platform that connects you with investors, monitors commitments, oversees cap tables, and offers straightforward reporting through an investor login portal, enabling you to prioritize growth. With these robust features at your fingertips, now is the perfect moment to take the first step and revolutionize your investment management approach. This transformation will not only enhance efficiency but also elevate your overall investment strategy.

Our cloud-based platform provides a streamlined method for collecting, evaluating, and showcasing ESG data from your investment portfolio with minimal effort. You can easily initiate requests for data collection, which are enhanced with automatic reminder notifications for your convenience. The interface includes intuitive tools that allow for precise measurement of greenhouse gas emissions, particularly focusing on carbon outputs. You can delve into trend analyses through captivating visualizations, uncovering key insights and detailed scorecards that enable straightforward comparisons of your metrics against industry benchmarks to assess your performance. The system incorporates sector-specific indicators that highlight the most pressing challenges within each industry. Furthermore, you have the ability to effortlessly share your portfolio’s ESG performance summaries via email. We partner with a wide range of financial institutions, including impact investors, private equity and venture capital firms, pension funds, development finance institutions, and banks, among others. Contact us today to learn more about what our satisfied customers say. Our platform is specifically crafted to address the growing ESG needs of private investors. Designed by industry experts, it adeptly handles large data sets, allowing for comprehensive analytics and yielding valuable insights for effective reporting. By selecting our solution, you position yourself to excel in the dynamic realm of sustainable investing while keeping pace with regulatory and market changes. Ultimately, our commitment to innovation ensures that your investment decisions are informed, responsible, and forward-thinking.

Streamline your capital-raising journey with Funden's cutting-edge tools and services crafted for optimal efficiency. While fundraising often proves to be a lengthy process, your commitment to business growth remains unwavering. By partnering with Funden for your upcoming funding round, you can dedicate your efforts to your startup as we work to draw investors to you. Our dedicated team takes care of the groundwork, including preparation, research, outreach, and making vital introductions, allowing you to hone in on your core competencies. In a competitive environment where VCs assess numerous deals daily, Funden automates your outreach, enhancing your chances of success. The impact of strategic capital is significant, and we excel in pinpointing and connecting with VCs who can become essential allies in your company's expansion. Work alongside our financial specialists to determine your business's valuation, anticipate future revenues, and craft comprehensive financial models suited to your requirements. Our broad network encompasses hundreds of international VCs, angel investors, family offices, and others, specifically aimed at supporting rapidly growing startups that need help with the demanding aspects of fundraising. By utilizing our services, venture-oriented companies can adeptly maneuver through the capital-raising process without compromising their precious time. This way, you can maintain your emphasis on innovation and growth while we expertly manage the complexities of securing funding, ensuring your startup remains poised for success.

Monitor your entire deal pipeline, which encompasses overseeing incoming messages from founders, while seamlessly inviting your LPs to invest through the Co-invest tool. Assess and track the performance of your portfolio companies, leveraging Yardsitck to generate exceptional insights that refine your investment strategies. With this vital information at your fingertips, you can maintain a competitive advantage and be prepared to make informed decisions. Moreover, you will receive timely and standardized updates from your portfolio companies, which helps you stay engaged with founders through an effective feedback loop. Skillfully manage your fund’s operations while effortlessly onboarding investors, and create, store, and manage critical documents like NAV reports, tax statements, and audited accounts—each aspect contributing to a streamlined investment process that promotes transparency and accountability. This all-encompassing strategy not only enhances the management of your investments but also strengthens connections with stakeholders, ensuring that every party involved is well-informed and engaged. Ultimately, fostering these relationships can lead to better collaboration and more successful investment outcomes in the long run.

Equity made easy. Carta offers a comprehensive platform for both investors and companies to oversee their equity strategies, including valuations, investments, cap tables, and capital plans. Begin by establishing your Carta cap table, then proceed to issue digital securities, obtain 409A appraisals, and facilitate liquidity events. With Carta, your cap table is automatically kept current, reflecting all equity transactions and relevant data. We ensure you remain compliant during the issuance of equity or when acquiring 409A valuations. Both investors and employees have the ability to accept electronic securities and exercise their options while also being able to monitor their vesting schedules. Supporting over 800,000 shareholders in managing equity valued at $575 billion, Carta serves a diverse clientele. Whether you're seeking a cap table and 409A or aiming to execute secondary transactions, utilize financial reporting, tax tools, and maintain closer connections with your investors, Carta is here to assist you every step of the way. With its user-friendly interface, Carta makes managing equity simpler than ever before.

Zapflow is an all-encompassing software platform designed specifically for investment teams, providing functionalities that range from managing deal flows to overseeing portfolios and funds, along with CRM and LP/ESG reporting capabilities. Tailored especially for professionals in alternative investments, it effortlessly adjusts to meet the unique needs of various sectors, including private equity, venture capital, family offices, and corporate venture capital. Launched in 2016, Zapflow effectively tackles the prevalent difficulties associated with disjointed software solutions used by investment teams, delivering a unified and streamlined experience. As a cloud-based productivity tool, Zapflow allows professional investors to proficiently control their deal flow while significantly reducing the time spent on administrative tasks each month. This efficiency not only aids in making well-informed investment decisions but also enhances daily operations, thereby empowering users to elevate their productivity and concentrate more fully on their strategic investment approaches. By integrating multiple functions into one platform, Zapflow represents a vital resource for investment professionals aiming to simplify their workflows and improve overall performance.

A key goal for any private equity firm is to enhance the connections between general partners and limited partners, ultimately delivering a better experience for investors through efficient, clear, and streamlined processes. ShareSecure emerges as the leading engagement platform tailored specifically for investor relations, featuring a virtual data room that creates a secure space for interactions between GPs and LPs. This platform enables users to upload investment documents and distribute multimedia content, such as recorded webinars and video presentations designed for the purposes of fundraising. Furthermore, it accelerates investor interactions by incorporating the convenience of digital signatures. It also supports the management of all essential documents from start to finish, ensuring accuracy for investors while maintaining compliance with regulatory standards. ShareSecure is an advanced virtual data room that simplifies the creation, monitoring, and auditing of materials aimed at investors, providing a top-notch LP portal experience. By offering a comprehensive solution, it allows your investors to effortlessly access the information they need at any moment, thereby enhancing your firm's reputation and effectiveness in managing investor relations. In this ever-evolving landscape, having a reliable platform like ShareSecure is crucial for fostering long-term partnerships and increasing overall investor satisfaction.

Finlogik is transforming the investment landscape by providing innovative and cost-effective online resources and automated solutions that allow both conventional firms and self-directed investors to enhance their operations while staying attuned to the disruptive changes in the financial sector. In collaboration with a process-driven asset manager, Finlogik enables users to develop and manage effective investment strategies that are both economical and suitable for retail and institutional investors alike. Through the use of sophisticated analytical dashboards, clients can access benchmarking tools, detailed reporting features, and powerful data processing capabilities that facilitate the assessment of portfolio risk, exposure, and overall performance. Finlogik’s versatility extends to managing a diverse range of financial instruments, from simple publicly traded securities to complex over-the-counter products, thereby encompassing stocks, futures, options, fixed income, money market instruments, foreign exchange, and fund units. This extensive adaptability allows clients to confidently and efficiently navigate the intricate landscape of financial markets while making informed decisions. Ultimately, Finlogik stands out as a vital partner for investors seeking to thrive in an ever-evolving investment environment.