Alternatives to B2i

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.

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.

Transform your Investor Relations website into a platform that is FAST, EASY, and fully compliant with SEC and SEO standards using Kaleidoscope’s innovative IR Widget/API solutions. With over 20 years of experience, we have gained the trust of more than 4,000 corporate websites globally, ensuring reliable real-time access to compliance data. By utilizing our tools, you can keep investors and analysts engaged on your site, maintaining control over every facet of your corporate communications, which includes delivering real-time Alerts to prospective visitors. Our API and Widget solutions are favored by leading IR partners and support all US Stock Exchanges! Our offerings encompass SEC filings, real-time stock tickers, comprehensive historical stock charts with customizable overlays, press releases with image support, a ROI calculator, historical price lookups, dividends charts, analyst coverage, earnings call transcripts, and much more. Additionally, our sandbox feature allows for thorough testing prior to deployment, making our solutions ideal for those with limited budgets, DIY enthusiasts, website redesign projects, and foreign issuers navigating dual registration challenges. Elevate your corporate website experience and ensure compliance with our expertly designed solutions.

Revolutionary digital tools and solutions tailored for investor relations professionals. We transform your investor relations processes and enhance your daily IR activities with our cutting-edge products. The EQS IR COCKPIT stands out as the first-ever platform that unifies and streamlines investor information, contact management, disclosure duties, and news dissemination within a single interface. Designed specifically to elevate the efficiency of investor relations managers, EQS IR COCKPIT offers straightforward workflows, improved outcomes, and significant benefits for both you and your investors. Complying with mandatory publication standards has never been easier; our disclosure module simplifies and accelerates meeting your disclosure requirements. Broaden your reach with your financial announcements through EQS Newswire, a frontrunner in the distribution of corporate and press releases, ensuring worldwide accessibility in a simple, secure, and effective manner. Enjoy the convenience of uploading news simultaneously to your website, social media platforms, and stock charts, allowing for comprehensive communication across various channels. This all-in-one solution is designed to maximize your engagement with stakeholders, helping you maintain transparency and foster trust.

Replace your fragmented systems with the AI-enabled IR Ops Platform, a unified system that allows you to attract investors, manage relationships, and keep your finger on market pulse. Be smarter and more efficient. Elevate IR to your company's competitive advantage. Only Q4 can work across all critical touchpoints between public companies and capital markets. From building your website, virtual events and elevating the way you engage with markets to transforming data to a proactive targeting approach. The Q4 Platform allows public companies of all sizes and industries to launch and measure an investor relations strategy. Platforms allow you to aggregate all the data generated by your investors and combine it with shareholder analytics. This will give you insights that can be used to create a communication strategy that investors value, while also identifying and prioritizing shareholders who matter.

Share your multimedia content and news stories directly from your own branded online news center by posting, hosting, and distributing everything through a dedicated corporate URL that integrates smoothly with your existing website. This allows you to distribute your published content across both traditional and social media platforms, significantly improving SEO and enhancing visibility on mobile applications and devices. Investor Relations hubs are designed with all the essential features of top-tier IR websites, enabling public companies to fulfill their financial disclosure requirements while effectively narrating their corporate story to engage wider audiences. Our innovative content management system (CMS) comes equipped with automated financial reports, stock quotes, press release uploads, event calendars, social media sharing capabilities, email alerts, and many other critical components. Leading organizations are leveraging our award-winning software to effortlessly integrate a customized IR website into their current corporate website in just a matter of minutes, thereby maximizing their outreach and impact. Additionally, this streamlined process fosters better communication with stakeholders and enhances overall corporate transparency.

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.

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.

Integrate your earnings calls, investor day, press releases, filings, as well as your IR website, to manage them all. You can access and switch between your IR websites, IR webcasts and IR website with a single login. You can enjoy a seamless IR communications experience that includes one-click reporting, interactive calendars, and actionable insights. Access to the Unison Ir Platform gives you access to all the information you need. You can upload your next earnings release, schedule a webcast, or view analytics for your IR website all from one place. You can access customer support directly from one central source. Integrated view of all IR activities, dynamically manipulated and displayed. One-click links to all events, and quick access to actionable reporting.

Our method offers a highly engaging experience for both investors and analysts, significantly alleviating the demands placed on issuers. With stunning designs and a content strategy rooted in data, your investors will find the experience captivating. Each of our investor relations websites is crafted to meet ADA WCAG 2.1 AA standards, comply with GDPR and CCPA regulations, feature HTTPS security, and ensure mobile responsiveness. Clients benefit from unparalleled proactive service that is available 24/7 and entirely U.S.-based. Furthermore, the Equisolve control environment undergoes rigorous SOC 2 Type II audits, and we implement single sign-on (SAML) and multi-factor authentication, all while providing the fastest and most dependable global infrastructure among any IR Website vendor, a fact confirmed by an independent third party. Additionally, all IR websites are tailored to fully adhere to SEC regulations and exchange rules, ensuring a seamless experience. What truly distinguishes us is our innovative approach to content strategy and the artistry of design, creating a distinctive offering in the market. Our commitment to staying ahead of industry trends further enhances the value we deliver to our clients.

A SOX-compliant corporate reporting platform can protect your company and employees. Corrective actions should be taken before issues escalate into crises or emergencies. You will have complete confidentiality, including archiving every voice and web submission, an audit trail, and a robust tool for case management. Our governance hotline offers a framework for initiating an investigation and ensuring proper documentation, from the research process to resolving reported problems. Unison IR platform offers a seamless experience for all communications. You can access and switch between your IR webcasts and IR website with a single login. You and your team will enjoy an integrated experience throughout your IR communications workflow through one platform. This includes one-click reporting, interactive calendars, and actionable insights.

Investors will be able to easily access financial information, ESG initiatives, and events. This will improve transparency and accessibility. You'll have all the support and resources you need with a dedicated website manager and 24/7 customer service. Your stakeholders will enjoy a digital experience that is exceptional. Choose from our extensive selection of engaging layouts. You can also customize your IR website to match your corporate website or have it designed by us. We make it simple. You can choose from one of our templates to customize it to suit your needs or you can work with our design team to create a completely customized website. All options are responsive and mobile-friendly, ensuring seamless visitor experiences.

We provide exclusive, multifunctional investor relations websites that convey your stock price, news, and crucial financial data to both existing and prospective stakeholders in a streamlined, efficient, and fully compliant manner with SEC regulations. Our IR website solution perfectly integrates with your existing site and significantly outshines the design features and elements available in our price range. With more than two decades of experience in the advertising industry, we recognize the necessity of maintaining consistency and delivering top-notch design quality. Whether collaborating with renowned brands or emerging start-ups, we are committed to showcasing your brand in the most favorable manner possible. Each of our IR websites employs responsive design, serving as an extension of your current online presence. Should you require assistance with a new corporate website, we are equipped to help with that as well. Not only are design, aesthetics, and technology vital components of our IR websites, but the careful consideration of content placement is equally critical to ensuring effective communication. Ultimately, our goal is to create a user-friendly experience that enhances stakeholder engagement and fosters trust in your brand.

Experience a comprehensive cloud solution tailored for all your Compliance and Investor Relations requirements. Our cutting-edge software platform streamlines and digitizes your Compliance and Investor Relations processes, allowing for seamless management of your compliance workflows and centralized storage of all relevant data. With a focus on security and efficiency, we transform your Investor Relations through advanced IR products, enhancing the productivity of your daily tasks. Our suite of innovative tools is designed specifically for compliance managers, ensuring that your compliance efforts are effectively supported. The Compliance COCKPIT consolidates all your compliance solutions into one convenient location, integrating essential workflows within a single platform. You have the flexibility to utilize our powerful modules independently or in tandem, based on your specific needs. Additionally, our forward-thinking digital solutions cater to the needs of investor relations managers, improving the effectiveness of your IR operations. By digitizing both compliance and investor relations, we empower you to excel in your daily responsibilities and meet the evolving demands of your industry.

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.

Interactive Telesis specializes in transforming your business through innovative technology solutions, drawing on more than ten years of expertise and a remarkable portfolio of clients that positions us as a frontrunner in the Computer Telephony sector. Each day, we tackle the complex challenges faced by businesses, focusing on crafting robust solutions that are adaptable to the demands of a rapidly evolving marketplace. Our mission is to provide products and services that are not only dependable but also sufficiently versatile to thrive in today's competitive landscape. One of our standout offerings, InvestorREACH, empowers both current and prospective investors to quickly access crucial corporate and shareholder updates with just a simple touch-tone phone call. This means that investors can obtain the information they need in mere minutes rather than waiting days or weeks for responses. Our automated system enhances efficiency by allowing your Investor Relations team to dedicate more time to engaging with analysts and brokers rather than fielding routine inquiries from individual investors, ultimately improving communication and service delivery.

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.

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!"

Collaborate with Nasdaq to discover how your organization can enhance the efficiency and impact of your Investor Relations (IR) program through Nasdaq IR Insight's comprehensive workflow solution, specifically designed for IR professionals. This platform supports your operations with valuable tools and insights that truly make a difference, featuring premium content and functionalities tailored from our network of partners to optimize your IR strategy. Since its launch, IR Insight has continually evolved to boost your return on investment, allowing you to gain a clearer understanding of your ownership structure, identify target investors and contacts, establish engagement objectives, and prepare effectively for roadshows and conferences. Take advantage of Nasdaq’s leading platform to stay updated with the most recent news, access corporate profiles, broker research, estimates, fundamentals, and transcripts. With ConnectIR, you can effortlessly communicate and arrange meetings with both buy-side and sell-side professionals directly through Nasdaq IR Insight. Additionally, experience the convenience of accessing IR Insight on your mobile device and integrating it seamlessly within Microsoft Outlook and Excel, ensuring you can manage your investor relations more effectively than ever before.

ACCESS Newswire is a leading provider of Public Relations (PR) and Investor Relations (IR) solutions, offering a comprehensive subscription-based platform for press release distribution, media engagement, and brand monitoring. With access to an extensive media database, customizable pitching tools, and AI-driven analytics, businesses can streamline their communication strategies and maximize media coverage. Designed to serve companies of all sizes, from startups to global enterprises, ACCESS Newswire provides flexible pricing and top-tier customer support to ensure seamless distribution and audience reach. Their platform enables brands to craft impactful messages, track engagement, and refine outreach efforts with real-time insights. By combining advanced technology with a user-friendly interface, ACCESS Newswire helps organizations elevate their public relations efforts and strengthen their market presence.

Source investment opportunities from various channels such as incubators, accelerators, co-investors, and investment banks, as well as through your own network, ensuring you curate and assess them using an objective scoring system. Collaborate with team members to build consensus and keep organized lists to facilitate the decision-making process for active evaluations. Tailor your deal flow to ensure efficient tracking of opportunities while working seamlessly with both internal and external stakeholders. Gain a comprehensive view of your entire deal landscape, allowing for streamlined access to all portfolio companies and enabling real-time collaboration on metrics, milestones, and other relevant data. Retain all deal information from the moment of sourcing through evaluation and investment, while managing investor relations, communications, and finances in a centralized location. Importantly, the system ensures that no data is ever deleted, as all information is versioned or archived, thereby preserving a complete record of every deal activity for future reference. This meticulous approach not only enhances transparency but also fosters informed decision-making throughout your investment journey.

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.

Investors today demand immediate access to news, financial data, and general insights due to the fast-paced nature of the market. Consequently, your investor relations (IR) program is required to adapt swiftly to these changes. The S&P Capital IQ desktop equips IR professionals with vital market intelligence, allowing them to gauge analyst sentiment, monitor shareholder activity, and compare performance against competitors. Begin your day with prompt access to essential market insights that enable you to excel in your role. Our newly developed investor relations dashboard features analytics tailored to the IR workflow, including a customizable peer watch list, comprehensive ownership analysis of your organization, market charts, key industry developments, and the latest news. You can seamlessly access broker research, financial models, and industry reports as they happen. Additionally, gain clarity on the reasons behind an analyst's omission from consensus estimates and keep track of individual analysts while tracing their estimates back to the original research. By utilizing our historical data, you can effectively observe revisions and consensus trends over time, providing a complete view of market dynamics. This comprehensive tool empowers you to stay ahead in a rapidly evolving financial landscape.

CommonSubDoc is the Future of Fund Management & Investor Relations. Our cloud-based SaaS solution with CRM capabilities, designed for fund managers, investment managers and fund administrators, is the ideal solution. Why Choose Us? Experience: We have years of experience working in the financial sector and understand the unique challenges that fund managers and investors face. Innovation: We invest continuously in technology to ensure that you have the latest features, and stay ahead of the market. Security is our top priority. Our platform uses robust security measures to protect your information. Customer Support: We have a dedicated team of support staff that is ready to help you at every step, ensuring an enjoyable and smooth user experience.

FundFormer assists alternative asset managers and investors to process their fund documents quicker. Our investor onboarding portal was specifically designed for investors in hedge funds, venture capital, and private equity. Convert subscription documents to webforms that are integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms that use conditional logic. FundFormer can coordinate all deal parties during the fundraising process, including investors’ financial advisors and legal counsel. Data exports can be created for fund administration or investor onboarding. A FundFormer professional can assist you at any stage of your fund's lifecycle, from fund launch to investor closure to post-closing secondary transactions.

Disorganized email threads and intricate document-sharing platforms can rapidly complicate the dynamics of investor relationships, posing difficulties for general partners as they strive to meet reporting demands. eFront Investment Café revolutionizes the management of investor interactions by offering a sleek, user-friendly, cloud-based portal that ensures investors can securely access vital information at any time, from anywhere, and across various devices. By utilizing eFront Investment Café, you can enhance communication, nurture investor relations, and reclaim valuable time. This platform allows for the secure uploading and sharing of sensitive materials with investors, utilizing a straightforward interface to safeguard access to documents and data. Additionally, you have the ability to customize your portal and tailor content to reflect your brand identity, ensuring a personal touch. Moreover, you can exercise control over information accessibility by specifying who is permitted to view and download materials within the portal, ultimately streamlining your investor management process.

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.

An innovative platform designed to foster a relationship of trust and safety between organizations and their employees. ICO Solutions offers tailored software solutions focused on security, management, and human resources. Our team of experts, who are deeply committed to software development, has successfully implemented these solutions on numerous occasions. This extensive experience gives them a comprehensive understanding of all facets of the implementation process. With our platform, we can swiftly adapt all necessary connections and data exchanges according to your unique requirements. Each of our tools is specifically developed to address the genuine needs of our clients, which is why we collaborate closely with professionals in the relevant sectors and markets. Our solution guarantees complete confidentiality for processes and whistleblowers, adhering to the standards set by the “Law facilitating the disclosure of reprehensible acts towards public bodies (L.Q.2016, c.374).” Additionally, our commitment to continual improvement ensures that we remain at the forefront of meeting evolving client needs.

Understanding investor feedback and intelligence is critically important for strategic planning. Utilize data analysis to harness this knowledge in an efficient and self-sufficient manner. Employ natural language processing and machine learning techniques to enhance your comprehension of investor data. Aim to identify, engage, and establish a sustainable base of shareholders using exclusive insights. Involve your board and senior management by implementing a transparent and collaborative approach. Gather, categorize, and evaluate all feedback from investors. Use powerful data visualization tools to interpret investor perceptions and expectations clearly. Ensure traceability of investor data to make informed decisions. Recognize trends and challenges within your investor community. Achieve a holistic and accurate profile of your investors, which enables you to craft a comprehensive view of your targeting strategy. Predictive analytics can refine your understanding of both current and prospective investors, allowing you to distinguish your equity narrative effectively. By integrating these strategies, you can significantly enhance your engagement and relationship with investors, leading to long-lasting partnerships.

Integrating data protection protocols within your organization is now more straightforward than ever with heyData's top-tier software-as-a-service offering. Over 1,000 businesses currently depend on heyData’s comprehensive solution for safeguarding their data. Enhance your compliance workflows to optimize time for essential daily activities. The heyData platform allows you to assign training modules to your staff and formalize agreements, including confidentiality and remote work policies, all of which can be signed electronically through the software. Employees can independently explore various compliance subjects, such as the General Data Protection Regulation (GDPR), using the heyData platform. Upon completion of their training, they receive a certificate that serves as verification. Additionally, you can safely store all important data protection documents in the heyData document vault, which is securely hosted on German servers. This storage solution also includes automatically generated audit reports and notifications related to data protection, ensuring your organization stays compliant and organized. With these resources at your fingertips, managing data protection has never been simpler or more efficient.

The NAVEX One Governance, Risk, and Compliance Information System (GRC-IS) provide a holistic solution to better manage all types of risks that come from doing business such as employee actions, constantly changing regulations, and global events. Our cloud-based solutions help you manage risk and compliance processes like onboarding new employees with ethics training and policy attestations, screening and monitoring third parties, and automating business processes by integrating risk discovery and workflows. And we help you find insights from data to drive better decision-making.

FaceUp is a web and mobile platform that serves as an online anonymous reporting software. Through FaceUp, anyone can open up anonymously about any issues or suggest ideas for improvement when something feels off. It's trusted by 3,700 organizations of all sizes around the world - over 10,000 reports have already been made through our platform. The software has a rich set of features including a customizable reporting form and advanced report management, both available in 113 languages. It is GDPR compliant and ISO 27001 certified. FaceUp is compliant with the EU Whistleblowing Direction and Whistleblower Protection Act. Try out FaceUp with a 14 day free trial. It can be set up within 5 minutes.

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.

Are you getting adequate notifications regarding fraud, corruption, or other unethical practices? SpeakUp® offers a straightforward, secure, and comprehensive solution for whistleblowing. Adhere to the EU Directive and foster a culture of openness with SpeakUp. Many potential reporters are deterred by high barriers, but with SpeakUp, individuals can express their concerns freely and without hindrance. This approach allows organizations to cultivate an environment where speaking up is encouraged, preventing them from overlooking critical issues. It doesn't matter if you are a large corporation or a small business, public entity or private firm, local company or global organization—SpeakUp ensures the anonymity of the whistleblower. Both personal data and vital business information are protected. SpeakUp is fully compliant with GDPR and maintains the highest standards of information security. Since 2004, People Intouch has been assisting organizations worldwide in identifying and addressing misconduct. Instead of starting from scratch, leverage our established best practices. People Intouch will support you throughout the entire process, from planning to execution and beyond. By partnering with us, you can enhance your organization's integrity effectively.

eFront’s comprehensive suite of software solutions serves as a centralized platform for alternative investors aiming to manage every facet of their investments, encompassing due diligence, fundraising, and reporting across various alternative asset classes. With specialized support teams and forward-thinking research and development units, clients can trust eFront to enhance their alternative investment strategies. Recognized as the premier software provider in the alternative investment industry, eFront delivers a comprehensive product lineup that addresses all alternative investment asset classes, diverse investor profiles, and specific requirements. Take advantage of our solution finder below to identify the ideal tool for your alternative investment journey. As the landscape of capital markets transforms and more funds are allocated to private markets, insurers encounter significant operational hurdles by depending on a patchwork of systems, spreadsheets, and manual workflows, making the integration of entire portfolios across both public and private assets increasingly urgent. Thus, tackling these challenges effectively is essential for optimizing investment performance and aligning with market demands.

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.

Navatar is a leading software solution designed for data-informed sourcing and seamless execution with no risk involved. It enables you to identify and strengthen your top buyer and intermediary partnerships effectively. Furthermore, it enhances your business development initiatives and provides expert project management oversight throughout the due diligence and deal preparation phases. With the ability to automate analytics and reporting, it transforms market data into practical insights while improving deal discipline for more favorable outcomes. Navatar features a holistic platform for fundraising and managing investor relations, empowering you to surpass competitors in the fundraising arena by strategically targeting the appropriate limited partners, structuring processes to cultivate these relationships, and ultimately gaining the trust of potential investors. Additionally, built on the highly reliable cloud security framework of Salesforce, Navatar integrates seamlessly with the AppExchange ecosystem, granting access to a multitude of applications along with essential industry data sources. By leveraging these robust features, users can significantly enhance their operational efficiency and achieve superior results in their investment endeavors.

ingage provides a cutting-edge investor relations software solution tailored for mobility, facilitating cost-effective, compliant, and transparent interactions between investors and publicly traded companies. By integrating a cloud-based IT platform with a team of seasoned industry experts, ingage creates an electronic marketplace that allows corporations and investors to connect directly while optimizing access to resources in a streamlined and budget-friendly manner. Additionally, the platform functions as a comprehensive CRM system and IR software, offering extensive record-keeping and reporting capabilities. Our approach combines the necessary human expertise with a focus on automating routine administrative tasks, resulting in enhanced efficiency and lower operational costs. With ingage, clients can expect a seamless experience that revolutionizes investor engagement while maintaining high standards of service and support.

Your attendees will enjoy interactive experiences such as earnings, investor days, or webcasts. Your shareholders, analysts, retail investors, institutional investors, media, and the media can receive company updates through conference calls, webcasts and virtual events. Our team will help you organize a professional event. Teleconferencing allows you to take advantage of the flexibility and customization of operator assisted conference with the ease of automated entry. You'll have a dedicated service manager who will help you with logistics and execution. The platform is built for interactivity as well as security. Your company's investment story can be showcased through interactive experiences. We can help you create memorable experiences for your stakeholders, whether you choose to host a virtual or hybrid event that combines both online and in-person events.

IR.Manager stands out as the quickest and most adaptable investor relations tool on the market, providing a wide array of features that streamline the IR process. Its user-friendly interface allows for efficient time management, while its robust CRM capabilities enhance targeting and reporting functions, supported by a comprehensive database of global buy-side and sell-side contacts. The platform facilitates the management of relationships with institutional investors, analysts, and other key stakeholders, ensuring that meeting histories and notes are meticulously recorded. With insightful intelligence derived from top financial data and investor relations service providers, users can effectively monitor their ownership. Additionally, IR.Manager helps identify, qualify, and screen potential new investors through sophisticated analytical solutions. This tool offers an exhaustive set of features designed to support your entire IR team, fostering a more independent engagement with both buy-side and sell-side communities. Users can easily access their agendas, investor profiles, historical meeting data, and ownership information, making it an invaluable resource for effective investor relations management. Overall, IR.Manager serves as a critical asset for enhancing communication and strategy within the investment landscape.

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.

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.

Experience a seamless transformation for your clients without any initial implementation fees. We distribute the costs associated with implementation throughout the duration of your contract, allowing you to provide the exceptional service your clients deserve right away. Quick deployment is essential for ensuring our clients quickly realize the benefits of our solutions. Our dedicated in-house project and customer success teams guarantee that your platform will be operational within weeks instead of months. For clients requiring a tailored deployment, we offer consulting and professional services to meet your specific needs. Whether it's bespoke workflow design or software development, we are here to assist you every step of the way. Enjoy effortless client onboarding, access online data rooms for your funds, and benefit from streamlined document management and eSignature features, all within a comprehensive Investor portal. Transition your capital raising efforts online to reduce both the time and costs involved, all while providing your clients with an unparalleled experience. Enable your clients to easily access your offerings and empower them with knowledge through integrated data rooms, ensuring they have all the information they need at their fingertips. This comprehensive approach not only enhances client satisfaction but also optimizes your operational efficiency.

From initial prospecting to becoming a valued client, our services provide comprehensive support. You can conveniently monitor activities, take notes, and oversee your pipeline with ease. Our system allows for seamless integration of your inbox so that essential emails are automatically synced with your CRM. Accelerate your deal closures with our unique interactive prospect portal, an integral part of the CRM tailored specifically for the finance sector. Designed with the needs of financial professionals in mind, Obsidian’s Business Intelligence Suite features a wide array of plugins that empower financial firms to effectively analyze portfolio and investor metrics. This includes tracking subscriptions by portfolio, sales representative, or advisor, as well as providing insights into performance, risk analytics, and account activity alongside PnL tracking. With Obsidian’s interactive client portals, you can engage with various client types, from institutional investors to high-net-worth individuals and professional firms. This suite not only delivers exceptional adaptability in client communication but also ensures that all investment management firms can meet their unique requirements with ease. Ultimately, our solutions are crafted to enhance client relationships and streamline financial operations effectively.

Our secure web application encompasses all the essential features you need and even more. You can publish your link to ensure instant compliance with whistleblower protection regulations globally, all without any complex software installation or hidden costs. With our complimentary whistleblower software, you save not only money but also valuable time and potential stress. If your organization has over 50 employees in the EU or is subject to US legislation, having a whistleblower hotline is mandatory. Trusty stands out as a comprehensive whistleblowing solution that not only satisfies but surpasses legal obligations. With Trusty available at no cost, you gain access to a secure and compliant hotline for reporting concerns. It comes equipped with all the required and beneficial features needed to effectively manage whistleblower reports. We strongly believe that every organization, regardless of its size or sector, should provide a secure and trustworthy reporting mechanism. Our team consists of seasoned entrepreneurs, which enables us to maintain Trusty’s agility and independence, ensuring it remains profitable and free from external investor influence. As a result, organizations can focus on fostering a culture of transparency and accountability without worrying about the financial burden of compliance tools.