Compare Kushim vs. The Caissa Platform

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

Firmex data rooms facilitate more deals, due diligence, and compliance processes than any other platform. With over 20,000 new rooms opened each year, thousands of businesses rely on Firmex to manage highly sensitive projects and processes. Our secure and robust data rooms, combined with industry-leading customer support, give you complete control over your critical documents. Firmex offers flexible pricing, including unlimited data room subscriptions and per-use transaction pricing. Compliant with SOC 2, GDPR, and HIPAA, Firmex also supports SSO, API integrations, and Redaction features.

You need more than just a way to exchange documents. You need capabilities such as AI-enhanced redaction. You need an integrated Q&A tool with advanced workflow features. You need a defensible source of truth. You need Datasite Diligence. Datasite provides the most trusted VDR in M&A. Over 14,000 projects are created annually on Datasite. Designed with industry-leading functionality and game-changing productivity tools, due diligence doesn’t get in the way with Datasite Diligence.

Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.

Experience substantial profits while minimizing your risk to market fluctuations. Utilize our meticulous due diligence and strategic partnerships with your investment funds. Unlock access to high-quality institutional opportunities across diverse asset classes. Participate in carefully vetted private equity deals. Enjoy passive income that is deposited directly into your bank account. Monitor your investments effortlessly through our top-tier investor portal. Unlike typical crowdfunding platforms, we operate as a technology-driven real estate investment company. Our compensation structure is heavily aligned with the success of our assets, and we actively invest in every offering we present, ensuring we share in the journey of our investors. By prioritizing performance, we create a win-win scenario for both the firm and our clients.

NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.

ZenTreasury is a modern cloud-based platform designed to simplify IFRS 16 lease accounting and streamline treasury operations in a single, easy-to-use system. It is ideal for companies managing anything from a few to several thousand leases, offering a scalable and secure environment to automate key processes and eliminate spreadsheet risk. The lease accounting module supports full IFRS 16 compliance, including automated lease classification, reassessments, modifications, termination handling, and journal entry creation. ZenTreasury generates accurate disclosure reports and supports multi-currency, multi-entity structures, cost center allocations, and role-based access control. Built-in audit trails ensure transparency and external audit readiness. In addition to lease accounting, ZenTreasury includes powerful treasury tools for managing financial instruments such as internal and external loans, FX contracts, guarantees, letters of credit, and interest rate derivatives. The platform also provides features for cash forecasting, liquidity planning, and automated treasury accounting. ZenTreasury integrates easily with core business systems, enabling seamless data flow and process automation. It is hosted on secure, enterprise-grade cloud infrastructure and supports fast onboarding, enabling teams to go live quickly without long implementation projects. Trusted by enterprises globally, ZenTreasury empowers finance teams with visibility, compliance, and control in both lease and debt management. Whether you are replacing spreadsheets or upgrading from a legacy system, ZenTreasury delivers the automation and structure needed to modernize your financial operations.

Lofty, formerly Chime, is a platform that combines a powerful AI-powered CRM with popular tools such as our Dynamic CMA, automated social media marketing, and a stunning IDX website. It's known for its ease-of-use. Our intuitive system is designed from the ground-up for real estate professionals who want to drive more leads and close them. No matter how long your agents have worked in the industry or their level in technical skills, they can easily use Lofty to generate results. Want an AI assistant who engages with leads 24/7, and learns from its interactions? We have that. Want a geo-farming tool that will help you find those hard-to locate seller leads in your neighborhood? We have that (it's already built-in). Want award-winning software that understands the way teams work and helps you stand out in the competition? We have all of that and more. Want to close MORE deals FASTER? Lofty is here!

Ansarada brings order to organizational chaos to increase business value. Ansarada is a total deal lifecycle management platform that provides world-leading AI-powered Virtual Data Rooms and dealmaking tools. These tools include advanced AI insights and automation, next level Q&A and collaboration, plus purpose-built, digitized and customizable workflows and checklists for M&A, capital raising, business audits, tenders and other high stakes outcomes. Unlike some competitor Virtual Data Rooms, Ansarada offers free trials, 24/7 localized expert support, integrated Q&A via email, AI-assisted deal prediction, plus easy drag and drop upload and superior document security controls. Manage and maximize your Deals with Ansarada Always & Secure File Share. Ansarada is designed to drive stronger business outcomes based on best practices from over 35,000 transactions.

In a market full of pieced-together solutions, Bravo stands apart with the industry's most complete all-in-one platform for firearms businesses. Serving more than 1,500 FFLs nationwide and backed by over a decade of experience, our system seamlessly unites retail operations, gun range management, and ATF compliance in one powerful solution. Our innovative platform helps firearms retailers elevate their business efficiency. From automated bound book compliance to integrated sales and range operations, Bravo POS maximizes your productivity while ensuring perfect compliance. Handle ATF forms, manage serialized inventory, coordinate range rentals, and process background checks – all from one unified system that lets you focus on business growth. Built on deep industry expertise, our platform ensures every transaction is compliant and secure. Say goodbye to multiple systems and compliance concerns. We're committed to helping gun stores and ranges safeguard their legacy while driving success. See why 1,500+ FFLs trust Bravo as their single solution for complete business transformation.