VestServe is a cloud-based and on-premise investment management solution that helps banks, insurance companies and foundations of all sizes manage funds and credit risk. Key features include portfolio modeling, investment... Saber más

Mint is a personal finance management tool that helps users track their spending, save money and make more informed financial decisions. Mint pulls all your financial accounts into one place, so you can finally get a clear... Saber más

Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, holdings and more. It provides enterprises with a fund administrative module, which enables venture... Saber más

Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate... Saber más

Ledgy is an equity management software solution for growing companies. It engages employees and investors to align them with the common goal of achieving growth. Key features include employee participation plan templates and... Saber más

Dynamo is a cloud-based solution that helps institutional investors and alternative asset managers maintain investor relationships through compliance document submissions, interested party mapping, account statements and more.... Saber más

AIM

Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes manage portfolios, interactions, deals, fundraising and compliance. Based on the Salesforce platform,... Saber más

Rundit is a customizable tool that helps venture capital firms to streamline operations related to investment data analytics and insights. Rundit aggregates data from portfolio and investment levels and enables fund managers to... Saber más

AIRR is an all-in-one SAAS solution for investment management teams which intends to sync and consolidate data. This tool helps with investment routine stages such as pipeline, traction, valuation, storage, reporting, and KYC. In... Saber más

Kushim is an all-in-one investment tracking suite built for VC and PE firms. From deal screening to exit, Kushim's suite of products can help streamline workflows and manage funds. Kushim allows users to spend less time searching... Saber más

Tier1 Financial is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction... Saber más

eFront is a cloud-based solution that helps businesses manage investment operations through reporting, accounting, fund administration and asset servicing. Key features include risk management, benchmarking, investments tracking,... Saber más

As private equity firms face continued pressure to demonstrate returns faster, the need for increased operational engagement and efficiency has become critical. Maestro is a cloud-based solution designed specifically to modernize... Saber más

QUO

QUO is a portfolio management and trading software designed for private banks, brokers, and clients to streamline business operations. Key features include benchmarking, client portal, performance analysis, investor reporting,... Saber más