Alternatives to eFront

Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection and portfolio construction for institutional investors. Our alternative investment analytics platform is designed to empower users, creating a personalized investment universe guided by cutting-edge analytics. Data integration is effortless, with compatibility from Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin and Refinitiv. Users can quickly: - Navigate manager risk/return with over 3000 statistics on funds - Define your funds' investible universe with powerful screening solutions - Track and analyse fund exposures - Construct, optimise and manage portfolios - Perform due diligence on hedge funds - Reporting on funds with powerBI or Excel API - 500'000 mutual funds, 30'000 hedge funds, 5'000 raising private equity funds and determine which ones are the best With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds and private equity funds.

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.

Allvue Systems stands out as a prominent supplier of investment management tools tailored for fund managers, investors, and administrators operating within the alternative investments sector. Our cutting-edge and adaptable software solutions break down the silos that often exist between various systems, data, and personnel, enhancing decision-making capabilities and simplifying workflows to effectively address the demands of investors in private debt, private equity, and other alternative asset categories. By utilizing our technology, clients can achieve a more integrated approach to managing their investments.

Software for Private Equity and Venture Capital. Software that seamlessly manages your deal flow and tracks portfolio performance. Your tech stack is likely to contain important insights, metrics, or data. Kushim connects entire investment teams together, so you can spend less time trying solve the puzzle and more time exploring the next big thing. Kushim creates tools that are tailored for investors. User-friendly designs make it easier to track deals and watch your companies grow. We have you covered, whether you're a VC or family office investor, or Angel investor. We have worked with top-notch investors from all backgrounds to ensure your needs are met. Kushim offers Kushim Portal, Kushim Management, Kushim Dealflow, and Kushim Management.

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.

Enter Fundy, a powerful web-based platform from Exquance Software, designed to streamline and secure every stage of fund administration. Built with input from finance professionals and engineered for performance, Fundy brings automation, transparency, and control to the forefront of fund management. What Fundy Delivers: Automated Financial Operations Say goodbye to manual calculations. Fundy handles capital calls, distributions, and fee structures with precision—saving time and reducing human error. Real-Time Payment Tracking Direct integration with banking and accounting systems allows for instant visibility into payment statuses and transaction flows. Robust Reporting Tools Generate detailed Excel reports with embedded formulas that adapt to your workflow—ideal for audits, investor updates, or performance reviews. Secure and Compliant Infrastructure Built for today’s regulatory environment, Fundy includes single sign-on (SSO), multi-user transaction confirmations, and full audit trails to ensure accountability and security. Portfolio Intelligence Analyze fund performance, monitor investor activity, and gain actionable insights—all from a clean, intuitive interface. Whether you're managing a single fund or a multi-asset portfolio, Fundy replaces spreadsheets and siloed systems with a centralized, scalable platform that grows with your operation. Trusted by investment professionals to reduce operational risk and streamline fund workflows, Fundy delivers the tools you need—without the tech debt. Ready to see what modern fund management looks like? Request a free demo and experience Fundy in action.

We are a global leader in software solutions for Asset Managers, Private Banks, Family Offices and Family Offices. We are more than just an IT-service provider. We are committed to understanding the financial services and investment industry and keeping up with it. Our knowledge is combined with technical skills of high quality and a desire to invent and create new software. We find solutions that support your company's goals. Our solutions include Portfolio Management, Risk Management and Web Reporting to Clients.

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.

FolioSure provides Private Equity (PE) or Venture Capital (VC), firms an advantage in portfolio monitoring, data operations functions, and portfolio monitoring. FolioSure, a cloud-based portfolio-monitoring system that tracks and compares portfolio companies' performance, is an end-to–end cloud-based tool. It can be integrated into your existing tech stack and processes and customized according to your requirements.

UNTAP is the next generation of portfolio management and value creation for Private Capital Markets. UNTAP Portfolio Management allows you to consolidate your financial results, create value planning and ESG metrics. - Greater confidence in achieving growth in Earned Value - Greater confidence in achieving sustainable returns. - Increased transparency between shareholders and investors It combines the power of portfolio monitoring, value-creation planning, and ESG tracking into one flexible solution. You can combine ESG metrics with portfolio monitoring and your VCP to measure, benchmark and improve sustainability goals. This will allow you to clearly show your stakeholders the positive changes that have been made to drive sustainable growth.

Atominvest offers next-generation technology solutions for Alternatives investment managers. Atominvest's integrated tech solutions are flexible enough to fit your business. They can help you source deals, raise funds, manage investor relationships, and monitor your portfolio. Our cutting-edge tech systems allow Alternatives fund managers manage their investments and investor base efficiently using one software solution. The software allows fund managers to streamline their investor journeys, including onboarding, fundraising, and client reporting, and it provides functionality and workflows.

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.

VESTBERRY is portfolio management and reporting software for venture capital and private equity. The solution brings high level of automation to VC workflow, reporting, communication with limited partners and provide advanced analytics to make better investment decisions. We are on track to become the industry standard for portfolio management thanks to clients like Atomico – the 2nd largest venture capital company in Europe and an investor in companies like Wolt, Skype, and Stripe.

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.

For private equity real estate firms, accurately calculating distributions for equity investors is essential, yet managing complex waterfalls within delicate Excel spreadsheets diverts valuable time and resources from more strategic initiatives. As your firm continues to expand through acquisitions, the burden of calculating distributions for each project will only become more cumbersome for your team. Moreover, as investor expectations shift regarding how they receive and understand their investment information, it is imperative to adapt. Investors not only require the established trust of your relationship but also demand constant availability and transparency in their communications. In today's landscape, modern wealth management and investment platforms offer advanced web and mobile portals, setting a new standard that now extends to commercial real estate investments. To meet these evolving expectations, implementing an investor dashboard that integrates all relevant data—such as distributions and investment details—will be crucial for enhancing the overall investor experience and streamlining communications. This approach will ultimately allow your team to focus on more impactful tasks while ensuring that investors remain informed and engaged.

The Caissa Platform stands out as the premier investment analytics solution tailored specifically for institutional allocators such as endowments, foundations, OCIOs, pension funds, and family offices. With clients managing assets exceeding $1.7 trillion, our web-based platform empowers users to conduct comprehensive analyses, including exposure, risk, liquidity, attribution, and private equity modeling, across diverse multi-asset class portfolios. Our dedicated data team ensures that all forms of transparency data—ranging from investor letters and separately managed accounts to private equity information and 13Fs—are meticulously aggregated into the Caissa Platform. This data undergoes a thorough process of cleansing, harmonization, migration, and integration, resulting in a cohesive resource for users. By providing harmonized exposures that facilitate full aggregation across various asset classes and investment vehicles, our platform enables seamless execution of exposure, risk, liquidity, attribution, and quantitative analyses, enhancing decision-making for portfolio managers and their underlying investments. Ultimately, the Caissa Platform not only streamlines analytical processes but also enhances the overall investment strategy for its users.

PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.

Diligent Equity will be the only platform that investors need to manage their portfolios and cap tables. Manage your investments, portfolios, and LPs better. Say goodbye to inaccurate data and enjoy a clear view of your fund's performance. Diligent Equity's real-time tracking of investment performance is your single source for truth in your entire portfolio, regardless of the cap table software used by your companies. Track performance of funds on one dashboard, including investment multiples and IRRs. You can access real-time data directly from your latest positions, captables, waterfalls and valuations. Track and collect company KPIs for your portfolio companies, from investment to exit. Diligent Equity offers managed services to update and error-check cap tables and KPIs for portfolio companies.

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.

First Rate, a prominent provider of financial technology and services tailored for the wealth management sector, has recently completed the acquisition of Vantage Software to enhance their market presence and global influence by combining the strengths of both companies. Through First Rate Vantage, private equity, venture capital, and real estate advisors gain access to a unified source of truth for managing the entire life-cycle of a fund, which includes comprehensive reporting on private investments such as deal flow management, partnership accounting, and investor reporting. To discover how Vantage can benefit your operations, please click the appropriate box below! In 2021, recognizing the potential to capitalize on their extensive experience and strong client relationships, First Rate, Inc. took the strategic step to acquire Vantage. For over three decades, First Rate has been committed to delivering cutting-edge solutions and services that enable financial firms to achieve complete transparency, improve operational efficiency, and empower advisors in crafting more insightful and effective investment strategies for their clients. This acquisition marks a significant milestone in First Rate's journey towards innovation and client success.

Innovative experiences, streamlined workflows, and curated content are tailored to enhance distribution and simplify the investor service functions for global asset managers, private equity firms, real estate organizations, hedge funds, credit institutions, and funds of funds. A CRM specifically designed for your industry allows you to efficiently manage contacts, investors, prospects, commitments, and deals. It offers branded, institutionally wrapped communications suitable for private placements. This portal serves as an ideal entry point at a competitive price, particularly for firms lacking a dedicated portal, enabling rapid deployment and a polished presentation to investors. It encompasses all essential workflows and tools necessary for effective reporting and communication. By integrating CRM and performance dashboards, it elevates the Essentials Portal significantly. This solution is particularly useful for firms looking to transition away from Excel or other outdated methods of contact and investor relationship management, allowing them to operate more professionally and enhance their reporting capabilities. Ultimately, this platform empowers firms to elevate their standards and streamline operations, setting them apart in a competitive landscape.

Floww serves as an all-encompassing financial infrastructure solution aimed at optimizing the fundraising and investment landscape in private markets. For businesses looking to scale, Floww provides an array of tools that assist in creating engaging narratives, expanding networks, and efficiently managing fundraising initiatives, all while ensuring that companies retain control over their sensitive data. Venture capital firms can utilize Floww to streamline administrative tasks, harmonize data among their portfolio companies, and monitor fund operations effortlessly, which ultimately enhances the experience for limited partners with rich data insights. Investors are able to take advantage of a carefully curated deal flow and extensive company information, which supports informed decision-making and simplifies the management of their portfolios. With Floww's cohesive platform, transparency and efficiency are significantly improved, promoting both growth and innovation throughout the private market landscape. Users can seamlessly gather data, centralize insights about their portfolios, and gain access to crucial performance metrics, making it an essential tool for navigating today's financial environment. This comprehensive approach positions Floww as a vital resource for all stakeholders in the investment ecosystem.

The 4Degrees platform provides advanced tools for managing relationships and deals, enabling your team to maximize the potential of your professional connections. By seamlessly integrating an intuitive search function for your team's network with automated data entry and smart alerts, you can ensure that you seize every opportunity to advance relationships and deals. Experience the full potential of your network with 4Degrees and take your professional interactions to new heights! Our CRM software is commonly utilized in various sectors, including: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence, which showcases its versatility and effectiveness across industries.

Fundamental Portal is the ultimate solution to transform investment management for real estate GPs and owners/operators. It also provides fund managers with a professional, secure, and simple interface. Our cutting-edge platform offers an streamlined approach to raising capital, providing users with simple, professional, and secure interfaces to facilitate efficient investor interaction. Fundamental Portal provides a seamless experience to both investors and capital raisers. Facilitates quick soft commitments Funds can be raised in just minutes Streamlines distribution workflows Allows real-time document sharing But that's just the beginning. Fundamental Admin is an add-on that complements Fundamental Portal by providing comprehensive back-office assistance. Fundamental Admin allows fund managers to focus their efforts on capital raising and growth, rather than administrative tasks.

LenderKit offers a versatile white-label crowdfunding solution tailored for regulated investment enterprises. With LenderKit, you can establish a peer-to-peer lending platform catering to both individual and corporate investors as well as fundraisers. Transition your traditional business model into a digital realm and create an equity crowdfunding platform specifically designed for small and medium-sized enterprises or property financing. Utilize LenderKit to embark on real estate crowdfunding ventures or develop a comprehensive REIT management system. The crowdfunding landscape for industries such as SME and real estate has become essential to the economy, while sectors like green energy and agriculture are rapidly gaining traction. Depending on your preferences, LenderKit can be adapted to align with your specific industry, comply with your country's regulations, and meet your business objectives. Whether you choose to leverage it as a white-label crowdfunding software for stakeholder presentations or to create a fully operational platform, LenderKit provides the flexibility needed to succeed in your crowdfunding endeavors. This adaptability ensures that you can effectively respond to market trends and the evolving needs of investors and fundraisers alike.

Altvia offers a leading-edge platform combined with unparalleled expertise to help your firm navigate and manage increasing complexities as it expands, with an ever-growing number of funds and a wider LP base. Effortlessly distribute tailored materials such as PPMs, K1s, and Capital calls while enhancing the overall investor experience through a secure portal that is supported by comprehensive analytics. At the foundation of a contemporary technology platform lies a unified source of truth that facilitates essential workflows, contact management, relationship mapping, and the automation of critical processes such as emails and task assignments. Gain unprecedented insight into your deal flow, empowering you to prioritize opportunities based on their sources or their resemblance to your firm's most successful investments. Additionally, simplify the reporting for portfolio companies and streamline the data collection process, enabling you to devote more time to understanding value creation and assessing the health of your portfolio. This holistic approach not only enhances operational efficiency but also fosters stronger relationships with investors and stakeholders.

Specifically crafted for limited partners and asset allocators, the Solovis platform revolutionizes the management of multi-asset class portfolios. Now is the moment to enhance efficiency, speed up insights, and improve investment decision-making processes. Streamline the collection of data from both public and private assets. Acquire deeper insights into hedge fund managers, private equity, and alternative investments. Convert investment data into valuable intelligence. Expand your capabilities with data operations and exposure analysts. Managing portfolios that span hedge funds, private equity, real assets, mutual funds, ETFs, and direct securities entails overseeing a multitude of data points, often numbering in the hundreds or thousands. Investment data varies in format, is updated at different intervals, and exists across various systems. Solovis acts as the centralized platform for portfolio management that automates the collection of investment data while providing actionable insights to enhance decision-making. By leveraging this technology, investment teams can focus on strategy rather than data management.

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.

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!"

The WOWS Investment portal connects startups and SMEs to global investors and facilitates primary and secondary equity raising. It provides a user-friendly interface to showcase companies, tools for equity management and capital raising, as well as investor matchmaking. Key features include: - Showcasing companies: Upload pitch decks and present businesses. - Investment Tracking : Investors can track their investments and shareholding values in real-time using dashboards that are personalized. - Due Diligence: Secure virtual data rooms for running due diligence. - Communication support: Direct Q&A between investors and companies and insights into funding history. WOWS Global's goal is to simplify fundraising, maximize opportunities for investment, and drive growth within the private market sector through advanced technology and a large investor network.

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.

Zapflow is a comprehensive software solution tailored for investment teams, offering a range of functionalities from deal flow management to portfolio and fund management, as well as CRM and LP/ESG reporting. Specifically crafted for alternative investment professionals, it seamlessly adapts to the specific requirements of various businesses, including those in private equity, venture capital, family offices, or corporate VC. Introduced in 2016, Zapflow addresses the common challenges encountered with fragmented software solutions for investment teams, providing a cohesive and efficient approach. Zapflow serves as a cloud-based productivity tool crafted for professional investors to effectively manage their deal flow. By saving considerable time each month, facilitating informed investment decisions, and optimizing daily operations, we empower you to maximize your productivity and focus on your investment strategies.

Caltina offers comprehensive front-office solutions tailored for private equity, family offices, real estate, secondaries, and fundless sponsors. Built entirely on the Salesforce platform, these solutions are designed from the ground up to seamlessly fit the unique workflows of alternative asset managers, allowing for customization to suit specific firm requirements. Recognizing that every fund and situation possesses its own distinct characteristics, Caltina begins with a specially configured Salesforce.com setup or can adapt to an existing instance, providing a tailored solution that aligns with your fund’s objectives. Throughout this process, we prioritize gathering as much relevant data and spreadsheets as possible, facilitating their import into the platform to eliminate the cumbersome back-and-forth of email attachments, thus enabling you to concentrate on what truly matters. You can efficiently manage your potential deal pipeline, with the system being customized to reflect your firm's specific asset class, niche, and operational processes. Moreover, our solution fully organizes how your firm interacts with deal sources, ensuring you can identify the highest quality bankers and lenders while also effectively tracking sell-side and financing activities to enhance your decision-making capabilities. Ultimately, Caltina empowers your firm by streamlining critical processes and improving overall efficiency in managing relationships and opportunities.

Crucial information, analytics, and insights for alternative asset specialists worldwide are provided by Preqin, which has established direct connections with these professionals to enhance decision-making with contextual and clear data. You can tap into the industry's most extensive datasets and tools related to private capital and hedge funds. This resource is vital for alternative asset experts who depend on data-driven strategies throughout every stage of the investment process. By delivering practical market intelligence sourced from thousands of industry experts, it simplifies the timing for daring investments, helps uncover new prospects, and boosts potential returns. Moreover, gain access to the most comprehensive private equity database, where you can find key performance metrics, valuable research, and critical market insights that support informed investment choices. This wealth of information empowers professionals to navigate the complex landscape of alternative assets with confidence and precision.

Flow's open architecture creates a connection between investment managers, their limited partners, and various service providers. The platform offers a comprehensive suite of integrated solutions, including virtual data rooms, investor onboarding, and investor portals, which together streamline the management of limited partner relationships throughout the entire investment lifecycle. By facilitating secure document sharing and simplifying the onboarding process through digital fund subscriptions, Flow provides a centralized hub for fund reporting and communication. Its flexible API and open-architecture technology promote seamless integration with external vendors, significantly boosting operational efficiency. More than 20,000 limited partners and over 300 private investment firms trust Flow to enhance the limited partner experience by minimizing operational overhead and fostering better engagement among stakeholders. Additionally, Flow ensures that all fund stakeholders have access to a single source of truth for essential fund reporting, documentation, and communication, further reinforcing its value in the investment space. This comprehensive approach not only enhances transparency but also strengthens the overall relationship between all involved parties.

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.

Cascade Suite is designed to cater to both fund administrators needing enhanced precision and control across various funds with a scalable private equity software solution, and asset managers seeking an economical reporting and reconciliation tool for their deal-by-deal waterfall calculations. It ensures increased transparency and compliance for both investors and regulators, automates intricate allocations and calculations, and significantly lowers operational costs. These advantages represent just a fraction of what Cascade Suite offers. This robust and adaptable proprietary software serves as a highly efficient solution for your alternative investment framework, effectively supporting sectors such as private equity, real estate, venture capital, hedge funds, mutual funds, and managed accounts. With its diverse deployment options, Cascade Suite is poised to transform your investment management processes.

Equity. Simplified. Carta is a tool that helps investors and companies manage their equity plans, valuations, investments, cap tables, and capital plans. Start by creating your Carta cap table. Then, issue electronic securities, get 409A appraisals, and run liquidity events. Your cap table will remain updated automatically. Your cap table will stay up-to-date with all equity transactions and information in Carta. We help you to stay compliant when issuing equity or getting 409A valuations. Investors and employees can accept electronic securities and exercise options. They can also track vesting schedules. Carta assists more than 800,000 shareholders to manage equity worth $575 billion. Carta can help you, whether you need a captable and a 409A or are looking to run secondary transaction, leverage financial reporting, tax tools, and stay closer to investors.

Why opt for proprietary systems when Microsoft's latest ERP release features top-tier financial accounting, banking, security, and technology frameworks? Elysys harnesses the robust capabilities and scalability of the powerful Microsoft Dynamics 365 Business Central platform, providing a significant edge, especially in delivering specialized treasury management applications. Users can seamlessly generate customized dashboards and reports for any financial or investment data, with the ability to delve into specific transactions as needed. This system enables the aggregation of both financial and non-financial assets across diverse portfolios and asset categories. Additionally, it facilitates financial consolidation for groups across various levels. Over the past 15 years, we have introduced an extensive suite of modules that encompass a wide array of investment types, including paper investments, money markets, derivatives, structured products, and even private equity and alternative investments such as Private and Public Equities, Funds, Bonds, Alts, Options, Futures, Forwards, and Swaps. Our commitment to innovation and excellence ensures that our clients are equipped with cutting-edge tools to manage their financial operations effectively.

Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution PitchBook’s clients: - Venture capital firms - Corporate development groups - Investment banks - Private equity firms - Limited partners - Law firms - Accounting firms - Lenders - Commercial real estate firms - Executive search firms Request a free trial today and see what comprehensive private market data can do for your business.

All your investment management needs can be met by one platform. Online investment portfolio tracking solution for Limited Partnership investors. Analyzing your financial documents. Integration of investment accounts. Reports can be generated and exported. Automated transaction tracking. Vyzer integrates a high level of security in order to protect your sensitive data. Vyzer provides investors with a secure platform which delivers transparency and clarity across all of their holdings on a single holistic dashboard. AI-driven, unbiased and honest insights will maximize your return on traditional investments as well as real estate syndications, private equity, cryptocurrency, and other traditional investments. Vyzer, the only digital wealth platform, combines public and privately held investment performance tracking with financial planning tools, projections, and very soon benchmarking into one powerful solution. This makes it easy to track the money.

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.

AngelList provides essential tools designed to support startups, investors, and fund managers in driving innovation forward. By using AngelList, you can effortlessly oversee your company's cap table, manage fundraising efforts, handle employee offer letters, and much more—all within a unified platform. Focus on developing your business, while AngelList manages the intricate details for you. Simplify your fundraising journey with AngelList Raise, which streamlines the processes of accreditation, signatures, banking, and other tasks for both SAFE and equity rounds. Raise capital efficiently with just one entry on your cap table. Additionally, Roll Up Vehicles™ offer founders a convenient single link for investors to commit and transfer funds online, with AngelList managing the subsequent steps. Discover a variety of Rolling Funds to find the perfect match for your investment strategy. You can subscribe on a quarterly basis, invest alongside leading VCs, and modify your investment amount as your objectives shift. Access numerous high-quality deals and funds, spearheaded by top professionals in the industry, with just one check. Furthermore, consider investing in the AngelList Access Fund to enhance the diversification of your investment portfolio and explore new opportunities.

Enhance your oversight and understanding of investment data with iLEVEL, a revolutionary software solution designed to provide greater transparency and insights into alternative investment portfolios. Serving as the backbone of our private market offerings, iLEVEL enables general partners and limited partners to efficiently gather data, monitor portfolios, perform analytics, conduct valuations, and generate reports. By facilitating streamlined data flow, iLEVEL establishes a unified source of truth that empowers users to make well-informed decisions while fostering open communication with investors, auditors, boards, and other key stakeholders. Revolutionize your data collection process with automated services that standardize and simplify data acquisition and management. Our advanced technology, combined with a seasoned data team, supports both GPs and LPs in ensuring the accuracy and comprehensiveness of information, ultimately leading to more effective investment strategies. With iLEVEL, you gain not only control but also clarity in navigating the complexities of your investment landscape.

Rundit automatically generates a LP Report based upon InvestEurope guidelines and ILPA guidelines. This allows for easier sharing with limited partners. Impress your LPs by providing concise updates from portfolio companies and fund performance figures. Setting goals and anticipating every phase of business growth will help you stay ahead of your investment. You can easily compare the actual and forecasted values by adding a forecast row to each KPI in the company metrics table. You can choose from the many metrics available or create your own. Rundit can help you with financials, balance sheets items, marketing metrics, and ESG metrics. Rundit's state of the art portfolio management software supports 17 transactions and automatically calculates your Gross Income, Money Multiple, Fair Valu, Fair Value, Ownership or Invested Amount.