Best Investor Relations Software in the USA
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Compare the Top Investor Relations Software in the USA as of July 2025
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What is Investor Relations Software in the USA?
Investor relations software, also known as investor relationship management software, enables startups and companies to manage all aspects of their relationships with investors. Investor relations software streamlines the processes of communicating with investors in order to keep them up to date on developments, and finances, and maintain the relationship. Compare and read user reviews of the best Investor Relations software in the USA currently available using the table below. This list is updated regularly.
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1
Azeus Convene
Azeus Systems Limited
Convene is an award-winning board management software that enhances the efficiency of meetings, from organizing and distributing board documents to conducting, documenting, and generating actions. Convene’s secure, intuitive, and easy-to-use features make it the choice for listed companies, SMEs, banks, governments, and non-profits in over 100 countries. Developed by Azeus, a Capability Maturity Model Integration (CMMI) level 5 company with more than 30 years of experience in IT development, Convene is a highly flexible product that can be customized to cater to each client’s needs. With SSAE 18- and ISO 27001-certified data centers around the world, Convene ensures that clients' data are protected—alongside multiple internal safeguards and random external penetration tests. Convene can be hosted on-cloud or on-premise, and is available for Windows, Mac OS X, iOS, and Android. -
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OnBoard is an industry-leading board management software designed to streamline meetings, enhance governance, and improve director engagement. Trusted by over 6,000 organizations globally, OnBoard simplifies the board process with a user-friendly interface and enterprise-grade security. Key features include agenda building, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, skills tracking, automated minutes powered by OnBoard AI, minutes builder, and video conferencing integration. With OnBoard AI, meeting discussions are instantly transcribed, generating a comprehensive draft of minutes with ease. OnBoard ensures your board operates efficiently, stays compliant, and engages directors in a secure, collaborative environment. Upgrade your board meetings with OnBoard today!
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3
Kore
Kore
Founded in 2016, Kore provides the first secure online infrastructure for private companies looking to raise capital. From issuing securities to shareholder relations and captable management. It's an an All-In-One Platform that streamlines the Capital Raise Process for RegCF, RegA+, and RegD offerings, while fostering lasting investor communications that transcends the raise itself, elevating your investor relationship. Investors, broker-dealers, law firms, accountants and investor acquisition firms all leverage our ecosystem solution. Kore also maintains a large online library of educational content to help companies navigate their capital-raising journey and investors looking to learn more about investment opportunities in the Private Capital Markets.Starting Price: $150 per month -
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InvestorPortaLPro
Investor Portal Pro
Investor portal software solutions technology designed for file sharing, collaboration, and investor relations for investment firms, GPs, fund managers, administrators, RIAs, LPs, banks, and more. Investor portal software solutions designed to share, collaborate, produce, and secure information. The best investor experience starts here. With IPP, you have a clean, secure, and sophisticated investor portal software solution and investor relations reporting portal. Attract more capital & keep existing investors happy at an affordable price. Secure private equity & venture capital (PE / VC) investor portal software, website, and solutions. InvestorPortaLPro (IPP) offers reporting solutions for fund marketing, a gateway for fundraising to help you raise faster, distributing documents online securely, and collaborating with investors. Raise money faster and give your investors a clear look into real-time data. Put property & investment info online with IPP investor relations portals.Starting Price: Flexible -
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Altss
Altss
Altss is a next-generation LP intelligence platform built for VC, PE, and alternative asset managers. Our OSINT-powered system tracks over 1.5 million verified LP contacts—including 6,000+ family offices, endowments, pensions, insurers, and sovereign wealth funds—with detailed insight into allocation history, investment preferences, and active mandates. Purpose-built for today’s capital-raising environment: - Advanced LP Filtering: 80+ criteria to find LPs by AUM, geography, strategy, ticket size, and more - Real-Time Allocation Signals: Detect mandate shifts, team changes, and LP activity as they happen - Relationship Graphs: Map investor networks and uncover warm paths to decision-makers - Custom Dashboards & Reports: Track segmented LP lists, export target sets, and monitor fundraising momentum Altss helps GPs and fund managers connect with the right LPs—at the right moment—with unmatched data depth and signal intelligence.Starting Price: $15500/per year/1 seat -
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Market Media Connect
Market Media Connect
Our IR Websites are fully branded and compatible with all smart devices which are easy to navigate with built-in SEO features to increase your ROI. All SEC filings and stock Information display is seamlessly handled by Market Media Connect and you never need to worry about it. Market Media Connect has its own dedicated customer services department. Our top-notch customer care representatives are ready to help you round the clock whenever you need them. Market Media Connect offers you services loaded with a summary of years of experience and hard work. We know your business requirements, and we know how to get you to the forefront through an integrated business plan. We help you create your visual identity and brand image by creating an attractive, unique, and user-friendly investor relations website. Market Media Connect is an expert in developing strategic marketing plans that guarantee sales and profit ratios.Starting Price: $399 one-time payment -
7
Quartr
Quartr
Conference calls, transcripts, slide decks & reports. Easily accessible in one place. Browse through our list of 5000+ companies. Used by some of the most prestigious financial institutions in the world. Do what hundreds of thousands of other investors do. Use Quartr for free access to conference calls, transcripts, slide decks & reports. Besides our Beta IR platform, we have also created some third-party integrations, one of them is our Embedded Player. With just a few lines of code your company's latest presentation, together with the accompanying docs, will be instantly available on your website, and automatically updated once a new event has taken place. Automatically updated to the latest event. Average uploading time of 11 minutes. Easily embedded on your site with a few lines of code. Includes the accompanying docs. Skip straight to the Q&A. Collect listen/read data from investors. Intuitive user experience, with everything in one place.Starting Price: Free -
8
DueDash
DueDash
We bring efficiency to startups and investors through interactions, engagement, and data insights. Get holistic fundraising and investor relations support. Find new investors, engage them, and close deals. If you are new to fundraising, check out our education platform, resources, and events to get you ready for your journey. Find the right investors, and get on the radar of matching angels, VCs, and CVCs for funding. Get ready for fundraising, create a data room that impresses investors, and close deals. Learn how to build an investable startup, deal with investor questions, and fundraise like a pro. Join monthly investor & startup events, access fundraising resources, and over $100K in credits. With our end-to-end investor relations platform and custom investor services, we increase efficiency and help investors make data-driven decisions while overcoming cognitive biases. Collaborate with your team to access deal flow, manage your pipeline & engage with startups.Starting Price: $42 per month -
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Aiera
Aiera
Powering investment professionals with one-click live audio access, real-time transcription, search, advanced summarization, and much more. The most accurate and comprehensive solution to distill streaming events and real-time data into effective insights. Efficiency and insights across earnings calls, conference presentations, regulatory and macro events, SEC filings, imported documents, and more. Follow along with a truly live transcription of every event, with less than 0.5s delay and 97% accuracy. Pause, rewind, and change playback speed during live events while they happen. Stream concurrent events simultaneously & search across them so you never have to pick and choose. Search within and across transcripts, and save those search terms to track trends over time, with alerts for new matches. Automatically surface relevant insights across events, such as topic extraction, price tracking, and sentiment analysis.Starting Price: Free -
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Registry Direct
Registry Direct
Registry Direct is a secure online registry and capital management platform designed to streamline the management of securities and investor relations for companies, fund managers, and their advisors. The platform offers a comprehensive suite of features, including the ability to create and manage capital tables with various security classes such as shares, units, options, convertibles, and bonds. Users can effortlessly allot, transfer, and redeem securities, ensuring compliance with regulatory requirements from entities like the Australian Securities and Investments Commission (ASIC) and the Australian Taxation Office (ATO). Registry Direct facilitates efficient investor engagement through tools for sending communications, organizing meetings, and conducting online polls for resolutions. The platform also supports capital raising by enabling the creation and management of online application forms, with payment processing via BPAY and EFT.Starting Price: $157.50 per month -
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Dynamo Software
Dynamo Software
Dynamo Software’s mission is to be the leading global, end-to-end cloud software platform for the alternatives ecosystem, serving the information sharing and analytical data needs of our constituents. Since 1998, the company has been providing industry-tailored, highly-configurable investment management, reporting, and data management cloud software solutions to the global alternative investment industry. The Dynamo™ platform has improved the productivity across the alternatives ecosystem, including CRM, fundraising, deal management, research management, investor servicing, portfolio management, and compliance teams worldwide. Dynamo has a global footprint with operations across North America, EMEA, APAC, and UAE. For more information, please visit DynamoSoftware.com. -
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Foundersuite
Foundersuite
Use Investor CRM to manage your investor funnel. Collaboration is built in - work with mentors and advisors directly in your account. Enjoy instant pipeline visibility and fundraising efficiency. Search a proprietary database of 21,000 VC funds and 100,000 angels, family offices, fund-of-funds, PE firms and more. It's the fastest way to build a target investor list. Use Investor Updates to create engaging newsletters in 15 minutes or less. Stay top-of-mind with current (and prospective) investors. Track views and duration - a strong signal of interest. Browse the ultimate collection of 80+ startup docs, including term sheets, cap tables, pitch decks, financial models, NDAs, and more.Starting Price: $44 per month -
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AIM
Altvia Solutions
Altvia’s fully integrated product suite and industry expertise optimize the Salesforce CRM platform for the world of Alternative Investments. Translate data and relationships into institutional knowledge to gain the competitive advantage you need to advance your firm for the future. AIM, Altvia’s Private Equity CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. Integrate AIM with a LP Portal or Data Visualization tool to power your internal and external teams. Successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors. -
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Quaestor
Quaestor
Quaestor is an automated financial collaboration platform that helps investors and founders move quicker together and make better, forward-facing decisions. Get the information you require, without the hassle. Quaestor simplifies the collection of key metrics from your firm’s portfolio companies through data integrations, an intuitive interface, and automated workflows. Save time for both you and your founders and gain immediate clarity on portfolio company performance. Now you and your team can quickly find what they need, when they need it. Say goodbye to information in siloed spreadsheets, personal inbox, or legacy software. Easily access company data, from financial metrics to investment details, across your portfolio and collaborate in real-time with your team and founders.Starting Price: $500.00/one-time/user -
15
Eze Investment Suite
SS&C Eze
Best-in-class applications for a complete front-to-back investment experience covering all your operational needs across the enterprise. Eze Investment Suite is your one-stop-shop for a complete, front-to-back investment experience across all asset classes. Eze Investment Suite’s flexible, user-centered design empowers your users to create and tailor their own views, workrooms, and dashboards while standardizing easy-to-adopt workflows across your firm. Users can easily slice and dice data at any level ensuring they have the right information at their fingertips to make fast, accurate decisions. Achieve complete straight-through processing and design your own investment ecosystem. Eze Investment Suite provides an open, vendor-neutral architecture that enables you to connect with virtually any third-party platform or downstream, internal system. Flexible APIs paired with an extensive library of on-demand interfaces allow you to integrate platforms and counterparties across your firm. -
16
PORTAL.BLACK
PORTAL.BLACK
You may have noticed that other portals charge you by the number of investor relations software features such as the number of funds, investors, users, investments, accounts, or other things you have. PORTAL.BLACK is unlimited, no artificial limits are imposed by us on you. We don’t like being nickel and dimed, and we would never do that to our valued clients. We have never lost a client, and not a single one of our competitors in the investor relations software market can say that. Some of our investor relations software features include unlimited users, unlimited bandwidth, unlimited storage, open-source (you get source code access) full API, on-premises, private cloud, and SaaS. PORTAL.BLACK is fully customized and much more than just a simple deal room. In general, there are license fees, maintenance costs, implementation, training, integration, support, hosting, and administration to factor in.Starting Price: $20,000 per year -
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B2i
B2i Technologies
B2i Technologies provides the most robust and versatile tools to manage your Corporate website, Investor Relations website and email communications. Our Investor Relations Software solutions work through automation and implements into existing systems with ease in only a few steps. Our solutions not only help you stay compliant but save valuable time while reporting and delivering critical financial data and press release activities to investors. B2i's Investor Relations Solution provides highly reliable and customizable data for corporate websites including press releases, stock data, charting, and SEC filings within SOX compliance standards. Our investor relations software displays real-time data on your website without requiring additional work on your behalf. Once you have completed your filings and press releases they are automatically loaded onto your website and formatted for easy access.Starting Price: $125 per month -
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Stellar Fusion
Stellar Fusion
Our prebuilt and customizable models save investors valuable time by focusing on what matters and empower IR teams to communicate their financial narrative. Use our interactive models to reach faster investment conclusions & understand what really matters for a company. We provide high-quality segment-level data with interactive charts to take the pain out of financial modeling. Our platform covers a wide range of companies with integrated valuation and analysis tools. Empower your investor relations journey with Stellar Fusion. Customize your financial narrative, share it through our models, and establish transparent communication with investors. Gain awareness of investor interest and key focus areas of your financial model. Shape your financial story, attract more investors, and uncover valuable insights. Save time with our pre-built company models, easier and more effective analysis, and integrated DCF. -
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Backstop
Backstop Solutions Group
Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile. -
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Diligent Boards
Diligent
Trusted by over 145,000 executive leaders worldwide, Diligent Boards is the #1 software for boards. Diligent Boards solution enables more efficient and effective governance by providing a comprehensive range of tools for running more effective board meetings. Top features for directors include single sign-on, document annotation, real-time syncing across devices, and more. Administrators, meanwhile, can take advantage of tools such as drag-and-drop book building, questionnaires with analysis tools, consolidated management of contracts, calendars, and meeting logistics, and more. -
21
ACCESS Newswire
ACCESS Newswire
ACCESS Newswire is a globally trusted provider of Public Relations (PR) and Investor Relations (IR) solutions, offering an all-in-one subscription platform that streamlines press release distribution, media outreach, and brand monitoring. Their services include access to an extensive media database, customizable pitching templates, and AI-powered reporting to enhance communication strategies. With flexible pricing options and a commitment to exceptional customer service, ACCESS Newswire empowers brands—from startups to multi-billion-dollar global enterprises—to effectively connect with their audiences and amplify their messages. -
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Visible
Visible
Visible.vc is on a mission to help founders succeed. We’ve built the most founder-friendly fundraising, stakeholder communication, and reporting tools for startups and the investors who back them.Starting Price: $79 per month -
23
eFront
eFront, a part of BlackRock
eFront’s Solution Suite of end-to-end software solutions provides a one-stop platform for alternative investors looking to fully manage every aspect of their investments from due diligence and fundraising to reporting across all alternative asset classes. With dedicated support teams and innovative R&D teams, clients can rely on eFront to elevate their alternative investments. As the leading provider of software solutions for the alternative investment sector, eFront offers a robust product suite thoroughly covering all alternative investment asset classes, investor types, and needs. Explore our solution finder below in order to discover the perfect alternative investment tool for you. As capital markets evolve and allocations in private markets increase, insurers not only face operational challenges by relying on multiple systems, spreadsheets and manual processes but their need for unifying whole portfolios across public and private assets has never been more pressing. -
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iPR Software
iPR Software
Publish content from your branded online news center. Post, host and distribute all of your multimedia content and news stories from your own corporate URL, seamlessly integrated directly into your current website. Distribute published content directly to your traditional and social channels, enhancing both SEO and search in mobile apps and devices. Investor Relations hubs come preloaded with all the key features of best practice IR websites to enable public companies to not only meet financial disclosure, but tell your corporate story to broaden audiences and followers. Our proprietary CMS includes automated financial reports and stock quotes, press release postings, event calendars, social media sharing, email alerts and other key components. Leading companies use our award-winning software to seamlessly integrate a branded IR website within minutes into their existing corporate website. -
25
Allvue
Allvue Systems
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes. -
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IMS
RealPage
Calculating accurate distributions for your equity investors is a necessary activity for your private equity real estate firm but complex waterfalls in fragile Excel spreadsheets takes time and resources away from higher value work. Additionally, as you continue to make acquisitions and grow your business the scale of calculating distributions across each project will continue to weigh down your team. Your investor’s expectations of how they receive and interpret information about their investments is evolving. In addition to the trusted relationship you have already established, they expect always, everywhere, availability and transparency. Modern wealth management and investment accounts have sophisticated web and mobile investor portals and the expectation is now the same for commercial real estate investments. To deliver on this expectation, you need an investor dashboard that ties together your investors' information with their distributions and investment information. -
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Navatar
Navatar Group
Premier Deal Software for Data-Driven Sourcing and Risk-Free Execution. Pinpoint your best buyer and intermediary relationships. Scale your business development efforts. Expert project management control over due diligence and deal prep. Automate analytics and reporting. Convert market data into actionable intelligence and enhance deal discipline to better control deal outcome. Navatar offers a comprehensive fundraising and investor relations platform. Outpace rivals on the fundraising trail by targeting the right LPs, creating structured processes to nurture them, and ultimately earning your prospective investors' trust. Built on the world's most trusted cloud security platform Salesforce, Navatar connects to the AppExchange ecosystem offering hundreds of apps in addition to industry data providers. -
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Sensr Portal
Sensr Portal
Provide your investors with a beautiful, modern, and personalized view into their portfolio. Allow your investors to track their investments, projections, and returns on a single page. Drill down to the details of each investment. Always keep your investors up to date on the go or from the comfort of their homes. Our software is built specifically for real estate investment firms, so everything is designed around what your firm needs. Take control and automate your internal processes to increase efficiency and reduce error. Manage your contacts, entities, ownership data, distributions, and tax information in a single place for your whole team to access and update. Have our powerful marketing automation engine on your side. Sensr Portal works together with your existing marketing materials and website to make the funding process better. Create instant landing pages and gain insight on prospect interest and engagement. -
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Notified Unison IR Platform
Notified
Manage your earnings calls, investor days, press releases and filings, and your IR website within an integrated platform. With a single login, you can easily access and switch between your IR webcasts, IR website, press release distribution, regulatory filing, governance hotline, and WeConvene. Enjoy an integrated IR communications experience with one-click reporting, an interactive calendar, and actionable insights. With access to the Unison IR Platform, everything you need is at your fingertips. Whether you need to upload your next earnings release, schedule your next webcast, or look at some quick analytics for your IR website, you can do it all in one place. Central source for all applications, activities, at-a-glance key metrics for each activity, latest news, and direct access to customer support. Combined view of all IR activities, dynamically managed and displayed, with single-click links to all events and quick access to actionable reports. -
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Nasdaq IR Insight
Nasdaq
Partner with Nasdaq to learn how your company can maximize the effectiveness and value for your IR Program with Nasdaq IR Insight’s integrated workflow solution. Purpose-built for investor relations professionals. Supporting your workflow with tools and insights that make a difference. Premium content and functionality. Specifically selected across our partners and integrated to optimize your IR program. Since inception IR Insight has improved and evolved to enhance your ROI. Understand your ownership, target investors & contacts, set engagement goals and prepare for roadshows & conferences. Leverage Nasdaq’s industry-leading platform to access the latest news, corporate profiles, broker research, estimates & fundamentals and transcripts. With ConnectIR, you can seamlessly communicate and schedule meetings with the buy-side and sell-side directly from Nasdaq IR Insight. Leverage the power of IR Insight on your mobile device and within Microsoft Outlook & Excel.