Best Investor Relations Software for Mid Size Business

Convene is a board management software that has won numerous awards. It improves the efficiency and effectiveness of meetings by organizing and distributing documents, conducting, documenting and generating actions. Convene's intuitive, secure, and simple-to-use features make Convene a top choice for listed companies, SMEs and banks as well as non-profits and governments in more than 100 countries. Convene was developed by Azeus, a Capability Maturity Model Integration Level 5 company with over 30 years of IT development experience. It is highly customizable and can be tailored to meet each client's specific needs. Convene has SSAE 18-certified and ISO 27001-certified data centres around the globe, which ensures clients' data are secure. Convene is available for Windows OS X, Mac OS X and iOS.

OnBoard is a premier board management solution that simplifies governance, enhances security, and boosts director engagement. Trusted by over 6,000 organizations worldwide, OnBoard consistently tops G2, Capterra, and SoftwareReviews. OnBoard’s intuitive design and robust security features ensure efficient and secure board operations. Key features include agenda builder, shared annotations, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, automated meeting minutes with OnBoard AI, skills tracking, assessments, and seamless video conferencing integration. With AI-powered minutes, generate accurate meeting summaries with just one click, ensuring efficiency and precision. Whether for small boards or large, OnBoard empowers directors to make informed decisions and drive better governance. Upgrade your board meetings with OnBoard today!

Since 2016, Kore has been pioneering the way for private companies seeking funds with its top-tier online platform. It streamlines the entire fundraising process, from issuing securities to managing shareholder relations and cap tables. Kore is an All-In-One platform to help companies in their capital raising process. Whether it's a RegCF, RegA+, or RegD offering, we can streamline the way compliantly. Also, our technology boosts investor communications, taking your investor relationships to the next level. Investors, brokers, lawyers, accountants, and investor acquisition experts all benefit from our integrated ecosystem. We also have a lot of educational content to guide companies on their fundraising journey. Our articles, videos, and webinars can assist investors in getting savvy about Private Capital Markets and their opportunities. Perfect for curious minds looking for the latest in Tech and investment insights.

Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.

The ACCESS Event Management Platform serves as a robust tool aimed at simplifying the organization, arrangement, and management of investor meetings, conferences, and corporate gatherings. It offers user-friendly features for handling invitations, monitoring RSVPs, and managing event logistics from a single, centralized dashboard. By facilitating better communication and organization, this platform boosts productivity and guarantees the smooth execution of investor relations activities. Its intuitive interface allows users to efficiently oversee every element of event management, including scheduling and real-time updates. Companies seeking to enhance their event planning strategies while ensuring accuracy and simplicity will find the ACCESS Event Management Platform particularly beneficial. Furthermore, this solution fosters collaboration among team members, making it easier to meet deadlines and deliver successful events.

In contrast to conventional CRM systems, Amplify empowers Economic Development Organizations (EDOs) and Investment Promotion Agencies (IPAs) to oversee the complete investor life-cycle efficiently. This platform facilitates the attraction of new investments through the cultivation of relationships. It also allows for active engagement with investors, aiming to unlock their full potential while providing enhanced support to existing investors through optimized aftercare and business retention efforts. The user-friendly interface of Amplify makes it easily adaptable to fit your specific service offerings, all without any concealed fees. With a straightforward onboarding process and seamless adoption, our dedicated team assists you at every stage, from configuring the system to migrating data and providing training—all encompassed within the license fee. Additionally, the platform boasts visual dashboards and sophisticated analytical tools that enable you to assess investment and economic development activities across various departments, sectors, and targeted regions. Furthermore, the email integration feature allows users to monitor interactions and discussions by linking emails to the appropriate contacts or companies, enhancing overall communication efficiency. By consolidating these features into one comprehensive platform, Amplify ensures that your organization can effectively manage investor relations and drive sustainable growth.

InvestorHub's innovative software empowers public companies to enhance their shareholder interactions significantly. Currently, over 130 organizations leverage InvestorHub's insightful tools to foster efficient shareholder engagement, elevate market communication, and optimize their investor relations efforts. The traditional methods of communication between public companies and their investors are fundamentally flawed. By concentrating solely on major shareholders and institutional investors, they neglect over 99% of their investor base. This lack of a robust shareholder foundation means that a company's stock price can be influenced by external factors beyond its control. InvestorHub addresses this issue by enabling companies to engage a broader range of shareholders more effectively, equipping them with the resources needed to transform all investors into committed supporters, thus fostering improved results across the board. Whether your goal is to raise funds, enhance liquidity, or secure crucial votes, the investor CRM is designed to help you pinpoint and connect with the shareholders who truly matter, ultimately leading to a more engaged and supportive investor community. Expanding shareholder engagement can lead to a more stable share price and greater company resilience.

Ledgy is the trusted equity management solution for high-growth businesses. All countries are compliant with the best-in-class security, privacy, and security. Digitize your spreadsheets to create a transaction-based captable that's always accurate, scaleable, and can be updated in real time. Accurate scenario and exit modeling will make your financing rounds a success. You can streamline your due diligence and manage every vesting schedule. With custom dashboards, you can show the most recent information to all your stakeholders (investors, employees, and shareholders). Ledgy automates equity plans and helps you attract and retain top talent. Employees can manage their equity and view their shareholdings as well as their vesting schedules and future valuations. Engage your investors by sharing KPIs and accurate funding scenarios, valuations and exits, custom reporting, etc. Learn why Ledgy's platform is loved by founders, CFOs, HR departments, and their employees. To see it in action, book a custom demo.

Technology solutions for investor portals are designed to facilitate file sharing, enhance collaboration, and improve investor relations for a wide array of financial entities, including investment firms, general partners, fund managers, administrators, registered investment advisors, limited partners, banks, and others. These investor portal software solutions not only allow for secure sharing and collaboration but also help in producing and safeguarding critical information. The journey to an exceptional investor experience begins with these tools. With InvestorPortaLPro (IPP), you gain access to a polished, secure, and advanced investor portal software solution alongside a comprehensive reporting portal for investor relations. This platform is aimed at attracting additional capital while ensuring the satisfaction of existing investors—all at a competitive cost. IPP specializes in providing secure private equity and venture capital investor portal software, along with tailored websites and solutions. It offers a range of reporting solutions that aid in fund marketing and serve as a conduit for fundraising, enabling quicker capital raises, secure online document distribution, and effective collaboration with investors. By utilizing IPP, you can expedite your fundraising efforts and provide your investors with transparent access to real-time information, while also showcasing property and investment details through dedicated investor relations portals. Furthermore, the user-friendly interface ensures that both new and seasoned investors can navigate the platform with ease, fostering a positive experience for all parties involved.

B2i Technologies offers powerful and adaptable tools designed to effectively manage your corporate site, investor relations platform, and email communications. Our software solutions for Investor Relations leverage automation to seamlessly integrate with your existing systems in just a few simple steps. These solutions not only ensure compliance but also conserve precious time by efficiently reporting and disseminating crucial financial information and press releases to investors. B2i's Investor Relations platform delivers reliable and customizable data for corporate websites, encompassing elements like press releases, stock information, charting, and SEC filings that adhere to SOX compliance standards. Furthermore, our investor relations software presents real-time data on your website without necessitating extra effort on your part. Upon completion of your filings and press releases, they are automatically uploaded to your website, formatted for straightforward access, enhancing user experience for your stakeholders and investors alike. This streamlined process helps maintain transparency and keeps your audience informed with minimal manual intervention.

Altss is a cutting-edge platform tailored for fund managers seeking to optimize their fundraising efforts. The service provides access to an extensive database of verified LP contacts, including family offices, angels, and high-net-worth individuals. Altss ensures that the information it offers is continuously updated, so you’re always ahead of the curve. By integrating OSINT tools, Altss allows users to monitor real-time news, detect market shifts, and understand LP behavior, providing users with a competitive edge. Whether you're a new fund manager or an established player, Altss gives you the tools needed to connect with the right investors at the right time.

Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Our automated investor updates, permission-based metrics sharing, and investor matchmaking features make it easy to streamline your investor relations, while our secure data room and cap table management tools help you close deals and stay compliant. Avoid common mistakes and build relationships with investors using Quoroom's proven workflows. Try Quoroom today and get pro support!"

Our IR websites are fully branded and compatible for all smart devices. They are easy to use with built-in SEO features to increase ROI. Market Media Connect handles all SEC filings, stock information display, and you don't have to worry about it. Market Media Connect has a dedicated customer service department. Our customer service representatives are available to assist you 24 hours a day, seven days a week. Market Media Connect provides services that are a culmination of years of experience and hardwork. We understand your business needs and can help you get to the top with an integrated business plan. We create a unique and user-friendly investor relations site that will help you establish your brand identity and brand image. Market Media Connect is a leader in strategic marketing plans that guarantee sales or profit ratios.

Access conference calls, transcripts, slide decks, and reports all in one convenient location. Explore our extensive database featuring over 5000 companies, utilized by some of the leading financial institutions globally. Join the ranks of hundreds of thousands of investors who benefit from Quartr's free access to vital financial resources. In addition to our Beta IR platform, we offer innovative third-party integrations, including our Embedded Player. With a few simple lines of code, you can make your company’s latest presentations and related documents readily available on your website, with automatic updates whenever new events occur. This feature ensures you always have the most recent information at your fingertips, with an average upload time of just 11 minutes. The integration is seamless and user-friendly, allowing you to skip straight to the Q&A section. Furthermore, it enables the collection of listening and reading data from investors, enhancing your engagement strategy. Experience an intuitive platform where all essential materials are organized in one place, making it easier to stay informed and connected.

We enhance the efficiency of startups and investors by fostering interactions, engagement, and providing valuable data insights. Our comprehensive support for fundraising and investor relations enables you to discover new investors, effectively engage with them, and successfully finalize deals. For those who are just beginning their fundraising journey, we offer an educational platform filled with resources and events to prepare you for what lies ahead. It's essential to connect with the right investors and attract the attention of suitable angels, VCs, and CVCs for your funding needs. As you gear up for fundraising, ensure you create an impressive data room that captivates potential investors and facilitates deal closures. Gain insights into constructing an investable startup, addressing investor inquiries, and mastering the art of fundraising like an expert. Participate in our monthly events that bring together investors and startups, and take advantage of fundraising resources and more than $100K in credits. With our all-encompassing investor relations platform and tailored investor services, we streamline processes and empower investors to make informed, data-driven decisions while navigating cognitive biases. Moreover, work closely with your team to tap into a steady deal flow, effectively manage your pipeline, and engage meaningfully with startups throughout the fundraising process. This collaborative approach not only enhances your chances of success but also builds a supportive network that can lead to long-term growth.

Empowering investment professionals with instant access to live audio, real-time transcription, advanced search capabilities, and comprehensive summarization, this solution stands out as the most precise tool for transforming streaming events and real-time data into valuable insights. It enhances productivity by providing insights from earnings calls, regulatory filings, conference presentations, macroeconomic events, and various imported documents. Users can engage with a live transcription that boasts a remarkable accuracy of 97% and a delay of under 0.5 seconds. During live events, features such as pause, rewind, and adjustable playback speed allow for greater control over the viewing experience. Additionally, the ability to stream multiple events at once and search across them eliminates the need to choose between options. It also enables users to conduct searches within transcripts, save specific search terms to monitor trends over time, and receive alerts for new matches. Furthermore, the system automatically identifies relevant insights across events, including topic extraction, sentiment analysis, and price tracking, ensuring that investment professionals remain informed and ahead of the curve. This holistic approach to data processing and insight generation truly revolutionizes how investment professionals engage with live events and data streams.

Registry Direct provides a robust and secure online platform for managing registries and capital, tailored for the needs of companies, fund managers, and their advisors. This platform encompasses an extensive range of functionalities, allowing users to generate and oversee capital tables featuring various security types, including shares, units, options, convertibles, and bonds. With Registry Direct, users can easily allot, transfer, and redeem securities while adhering to regulatory standards set forth by organizations such as the Australian Securities and Investments Commission (ASIC) and the Australian Taxation Office (ATO). The platform enhances investor engagement through features that facilitate communication, meeting organization, and the execution of online polls for decision-making. Additionally, it streamlines capital raising efforts by providing tools for the creation and management of online application forms, along with convenient payment processing options such as BPAY and EFT. As a result, Registry Direct not only simplifies compliance but also fosters stronger relationships between issuers and investors.

Dynamo brings the moving pieces that go into smart, successful alternative investment management into one integrated, configurable platform. All of our modules can work together on one technology stack to build one centralized, automated, and comprehensive platform for private equity and venture capital funds, real estate investment firms, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. Dynamo does the heavy lifting and automates repetitive and manual processes with configurable dashboards, workflows, and reports. This way, your team can focus efforts on the human touch and insights that make your firm succeed. Dynamo’s long-tenured Client Services and Support team is committed to delivering excellence and ongoing wins as you embrace the platform for your unique business needs.

Utilize Investor CRM to effectively oversee your investment pipeline. The platform promotes seamless collaboration, allowing you to connect with mentors and advisors directly within your account. Experience immediate visibility into your pipeline and enhanced efficiency in fundraising efforts. Access a unique database containing 21,000 venture capital funds and 100,000 investors, including angels, family offices, fund-of-funds, private equity firms, and beyond, making it the quickest method to compile a targeted investor list. Create captivating newsletters with Investor Updates in 15 minutes or less, ensuring you remain memorable to both current and potential investors. Monitor engagement through view counts and duration, providing valuable insights into investor interest. Additionally, explore a comprehensive repository of over 80 essential startup documents, such as term sheets, cap tables, pitch decks, financial models, NDAs, and more, to support your fundraising journey effectively. With these tools at your disposal, you can streamline your investor relations and enhance your chances of securing funding.

Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.

Quaestor is a cutting-edge platform designed to enhance financial collaboration between investors and founders, enabling them to make more strategic and timely decisions together. It provides a seamless way to access vital information without the usual complications. By streamlining the aggregation of essential metrics from your portfolio companies via data integrations, an easy-to-use interface, and automated processes, Quaestor allows you to save valuable time for both yourself and your founders while gaining instant insights into company performance. Your team can now effortlessly locate the information they require right when they need it. With Quaestor, there’s no longer a need to juggle information across isolated spreadsheets, overflowing inboxes, or outdated software systems. Instead, you can conveniently retrieve company data, including financial figures and investment specifics, throughout your portfolio while collaborating in real-time with your team and founders. This innovative approach empowers investors and founders to work effectively and efficiently, fostering stronger partnerships and driving growth.

Discover top-tier applications that deliver a comprehensive front-to-back investment experience, addressing all operational requirements throughout your organization. The Eze Investment Suite serves as an all-inclusive resource for a thorough investment experience, encompassing all asset classes. With its adaptable and user-friendly design, Eze Investment Suite allows users to customize their views, workspaces, and dashboards while maintaining standardized workflows that are easily embraced by the firm. Users have the capability to analyze data at various levels, ensuring that they access the precise information needed for swift and informed decision-making. By implementing complete straight-through processing, you can craft a personalized investment ecosystem tailored to your needs. The Eze Investment Suite features an open, vendor-neutral architecture that offers seamless connectivity with nearly any third-party platform or internal system. Supported by flexible APIs and a vast array of on-demand interfaces, the suite facilitates the integration of diverse platforms and counterparties, enhancing collaboration across your organization. This comprehensive approach ensures that all facets of investment operations are streamlined and effectively managed.

You might have observed that many platforms impose fees based on the number of features related to investor relations software, such as funds, investors, users, and accounts. However, PORTAL.BLACK stands apart by offering unlimited access without any artificial restrictions placed on you. We believe in treating our clients fairly and transparently, which is why we would never subject them to hidden charges. In fact, we pride ourselves on having never lost a client, a claim that none of our competitors in the investor relations software arena can match. Our array of features includes unlimited users, bandwidth, and storage, along with open-source access to the source code, a comprehensive API, and options for on-premises, private cloud, or SaaS deployment. PORTAL.BLACK is tailored to meet your specific needs, providing more than just a basic deal room. Additionally, it’s important to consider costs associated with licensing, maintenance, implementation, training, integration, support, hosting, and administration when selecting software solutions. With our commitment to excellence, we ensure that your experience with PORTAL.BLACK is both seamless and enriching.

Our pre-built and customizable models are designed to save investors precious time by honing in on essential details, allowing investor relations teams to effectively convey their financial narratives. By utilizing our interactive models, you can quickly arrive at investment decisions and grasp the critical aspects of a company. We offer high-quality, segment-level data paired with dynamic charts, simplifying the complexities of financial modeling. Our platform encompasses a variety of companies and integrates valuation and analytical tools for comprehensive insights. Elevate your investor relations experience with Stellar Fusion, where you can tailor your financial story and share it seamlessly through our models, promoting clear and open communication with investors. Gain valuable insights into investor interest and the key elements of your financial framework. By shaping your financial narrative effectively, you can attract a broader range of investors and discover significant insights. Our pre-built company models facilitate quicker analysis, making it easier and more efficient to perform integrated DCF evaluations, ultimately leading to smarter investment strategies. The capability to customize and share your financial narrative not only strengthens relationships with investors but also enhances your overall investment approach.

Backstop offers a top-tier productivity software suite tailored specifically for investment managers and institutional asset owners. Designed with the needs of foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms in mind, Backstop delivers exceptional, cloud-based productivity solutions that empower asset managers and allocators to enhance their capital raising and retention efforts, conduct thorough research and portfolio management, and efficiently meet the needs of their key stakeholders. Among its core offerings are Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile, ensuring comprehensive support for various operational demands. By integrating these tools into their workflows, users can expect to streamline processes and improve overall performance in the competitive investment landscape.