Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Capitally offers a comprehensive investment management platform that empowers users to monitor, comprehend, and enhance their investment strategies effectively. By consolidating all accounts in a single interface, it facilitates the tracking of diverse asset classes simultaneously, enabling users to analyze their allocations across different categories and observe fluctuations over time. The platform delivers key performance indicators, including realized and unrealized returns, ROI, TWR, MWR, and IRR, and allows for comparisons against any selected benchmark. Additionally, users can scrutinize investment fees and passive income streams, keep tabs on forthcoming and projected dividends, and assess various income sources such as dividends, rent, and interest, alongside a summary of yield, yield on cost, and growth. Capitally also accommodates automatic reinvestment options and Dividend Reinvestment Plans (DRIPs), ensuring that users can maximize their investment growth. With advanced charting capabilities and comparison tools, users can identify factors that influence returns, focus on specific time frames, and break down returns into components like capital gains, currency fluctuations, dividends, and fees for a more detailed analysis. This all-encompassing approach to investment management positions Capitally as a valuable resource for both novice and experienced investors seeking to optimize their financial outcomes.
Description
Enhance your deal-making efficiency with improved strategies. Quickly model various scenarios in just a matter of minutes, eliminating the complexities associated with cap tables and return models. Venturelytic ensures that your records are consistently updated, enabling you to swiftly evaluate how different scenarios affect your equity and returns. Stay agile during negotiations by having essential deal information readily accessible. Propel your business expansion and elevate your returns with ease. Our advanced analytics module allows for rapid assessments of both target and portfolio companies. Reinforce your instincts with insights sourced from our data hub, which autonomously compiles information on critical business factors. Explore deeper levels of analysis to uncover the elements that drive business success. Identify opportunities with speed and efficiency. Harness the extensive data from all tracked companies via Venturelytic to recognize both opportunities and risks early on. Develop your own tailored investor intelligence system that enhances returns, and begin actively managing your investments to maximize their potential. This proactive approach will not only support your growth but also equip you with the tools needed to make informed decisions.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Sheets
No
Microsoft Excel
No
Pricing Details
€7 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Capitally
Country
Poland
Website
www.mycapitally.com
Vendor Details
Company Name
Venturelytic
Country
Netherlands
Website
www.venturelytic.com
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Product Features
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
Yes
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
Yes
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes