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Description
InveLedger is a sophisticated investment intelligence platform tailored for professional investors, such as private-equity firms, venture-capital teams, family offices, and institutional investors. It aggregates a wealth of data, including portfolio details, profiles of companies and investors, historical investment data, current market activity, and signals for potential opportunities. The platform is designed to facilitate a variety of workflows, such as assessing portfolio exposure, delving into company insights, tracking market trends, organizing essential documents, and accessing analytics that reveal significant relationships and patterns. Highlighted features encompass portfolio oversight, comprehensive investment summaries, detailed reporting, and valuable strategic insights. Additionally, its marketing materials showcase intuitive dashboard views that cover portfolios, documents, team collaborations, and investor discovery tools, with access to the full platform granted through vendor outreach. InveLedger is positioned as an evolving resource aimed at integrating investment data while enhancing research capabilities and informed decision-making processes for its users. The continuous development of its features reflects a commitment to meeting the dynamic needs of the investment community.
Description
Provide your investors with an elegant, contemporary, and tailored perspective of their portfolio that enhances their experience. Enable them to monitor their investments, forecasts, and returns all in one convenient location. They can easily delve into the specifics of each investment as needed. Keep your investors informed whether they're on the move or relaxing at home. Our platform is meticulously crafted for real estate investment companies, ensuring it caters to the unique requirements of your firm. Take charge and streamline your internal workflows to boost productivity and minimize mistakes. Consolidate your contacts, entities, ownership details, distributions, and tax information into one accessible hub for your entire team. With our robust marketing automation capabilities, Sensr Portal integrates seamlessly with your current marketing assets and website, enhancing the funding process. Generate instant landing pages and gather valuable insights into prospect interest and engagement, allowing you to fine-tune your outreach strategies effectively. By utilizing these tools, your firm can significantly enhance its operational efficiency while providing an exceptional experience for investors.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
ActiveCampaign
No
Agile CRM
No
Copper
No
Docusign
No
Google Contacts
No
Google Forms
No
Google Sheets
No
Google Tasks
No
Highrise
No
HubSpot CRM
No
Integrations
ActiveCampaign
Yes
Agile CRM
Yes
Copper
Yes
Docusign
Yes
Google Contacts
Yes
Google Forms
Yes
Google Sheets
Yes
Google Tasks
Yes
Highrise
Yes
HubSpot CRM
Yes
Pricing Details
$2,799/6 months
The Essential plan is $2,799 per six months. The Professional plan is $4,999 per six months. Enterprise pricing is custom.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
inveledger Global
Founded
2016
Country
United States
Website
www.inveledger.com
Vendor Details
Company Name
Sensr Portal
Founded
2015
Country
Canada
Website
www.sensrsolutions.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
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
Investor Relations
Automated Reporting
No
Compliance Management
No
Custom Emails / Newsletters
No
Data Centralization
No
Deal & Acquisition Management
No
Document Creation
No
Document Management
No
Electronic Signature
No
IR Website Builder
No
Investor CRM
No
Investor Transactions / Valuations
No
