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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Orca is an all-in-one fund management software specifically created for venture capital and private equity firms, aiming to automate and enhance essential fund processes within a single platform, thereby replacing outdated manual procedures and disconnected tools with comprehensive solutions that boost both efficiency and insight. With contributions from numerous VC firms, Orca consolidates investor relations and onboarding through a contemporary digital LP portal and streamlines subscription workflows, while also handling portfolio performance monitoring, fund performance analytics, predictive modeling, market research, financial reporting, and personalized reporting dashboards that empower firms to make informed decisions and track vital performance metrics in real time. Furthermore, it features secure data rooms for the organization and distribution of important documents to potential investors, integrates data from investors and portfolio companies to create in-depth performance analyses, and offers customized dashboards that cater to the specific needs of each firm. By facilitating collaboration and transparency, Orca helps firms not only improve operational efficiency but also strengthen their relationships with investors.

Description

Founded in Austin, Texas, Orca was built under the premise to create a simple solution to effectively manage a customer advocacy program within Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful sales application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google Maps No 
Microsoft Excel Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 
OverSOC No 
Panaseer No 
Salesforce No 
Slack No 
Tango Card No 
Tremendous No 
Zapper No 

Integrations

Google Maps Yes 
Microsoft Excel No 
Microsoft PowerPoint No 
Microsoft Word No 
OverSOC Yes 
Panaseer Yes 
Salesforce Yes 
Slack Yes 
Tango Card Yes 
Tremendous Yes 
Zapper Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$10,000 Annually
Pricing starts at $10,000 per year for unlimited users and unlimited features.
Free Trial Yes 
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) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ORCA

Country

United States

Website

www.orcainc.com

Vendor Details

Company Name

Orca by Cortez Labs

Founded

2019

Country

United States

Website

www.orcaforce.co

Product Features

Customer Reference Management

Nomination Tracking Yes 
Program Notices Yes 
Reference Usage Tracking Yes 
Reward Distribution Yes 
Search Yes 

Referral

Affiliate Marketing No 
Campaign Management No 
Contact Management No 
Employee Referral Management Yes 
Feedback Management Yes 
Lead Engagement No 
Loyalty Program Yes 
Referral Tracking Yes 
Rewards Management Yes 

Alternatives

Alternatives

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Point of Reference