Alternatives to Flowspring
Compare Flowspring alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Flowspring in 2026. Compare features, ratings, user reviews, pricing, and more from Flowspring competitors and alternatives in order to make an informed decision for your business.
-
1
AlternativeSoft
AlternativeSoft
AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds. AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds. Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023). Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors. We offer a large solution for anything related to funds. -
2
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. -
3
13Radar
13Radar
13Radar is a modern analytics platform focused on U.S. SEC Form 13F institutional holdings. It transforms raw quarterly filings into clean, structured insights that help users track how major hedge funds and asset managers build their portfolios. Investors can easily explore fund positions, analyze sector allocations, compare historical changes, and follow well‑known portfolios such as Warren Buffett holdings, Michael Burry 13F updates, and other top fund managers. 13Radar provides detailed fund dashboards, position‑level metrics, ownership trends, and quarter‑over‑quarter change analysis. Users can search by fund, ticker, or sector to understand which institutions are buying, selling, or building high‑conviction positions. The platform emphasizes data accuracy, normalization, and a fast, intuitive interface suitable for both casual investors and professional researchers. -
4
LSEG Lipper
LSEG Data & Analytics
Lipper provides global, independent fund performance data in a precise, granular fund classification system, and includes mutual funds, closed-end funds (CEFs), exchange-traded funds (ETFs), hedge funds, domestic retirement funds, pension funds and insurance products. With over 500 Lipper classifications, you can easily compare funds with similar investment mandates to benchmark fund performance. Lipper is the database of records (DBOR) for investment fund data and fund ownership, available throughout our portfolio. Compare similar funds and benchmark performance more easily with a precise, granular system that features 500+ Lipper classifications. Research 360,000 collective investments in 80+ countries and tailor by the universe, language, fund detail, update frequency, file format and distribution. -
5
Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
6
LunarCRUSH
LunarCRUSH
LunarCRUSH delivers community insights to crypto investors, funds, and exchanges. Through research applications and API’s, get real-time insights that help make informed crypto investment decisions. Crypto is driven by the community. We aim to bring transparency to cryptocurrency investing by providing clarity around community activity. We empower investors to make more informed decisions. LunarCRUSH provides a suite of tools designed to improve cryptocurrency research for investors, exchanges and funds, built purely around providing community insights. LunarCRUSH.com is a free tool for the crypto community, designed to provide unique insights and an adaptive, engaging user experience they can't get anywhere else. It helps simplify crypto investing by reducing research time, simplifying social intelligence and providing a more complete view of the market. -
7
Stock Rover
Stock Rover
Stock Rover is a powerful investment research and analysis tool that goes well beyond what investors are used to from existing equity research sites. - Screening --> Our screening capabilities are unmatched at any price point. Many users discover Stock Rover first for its powerful screeners that can find and rank stocks. - Comparison --> Comparison is our specialty. No other site evaluates competing investment options like Stock Rover. We compute fair values and margin of safety, warn about trends that deserve your attention, and score companies for quality, growth, value and sentiment. - Portfolios -->View performance metrics that are accurate to the minute. Link to your brokerage for automatic portfolio updates -Charting --> Our charts go beyond the industry standard to let you compare screeners, portfolios and any benchmark. You can even chart fundamental metrics. Categories-- Trading --> Stock Analysis + Charting + Stock Portofolio Mgmt + ScreeningStarting Price: $7 per month -
8
Infralogic
Infralogic
Systematically strategize and capitalize on global infrastructure opportunities. The most comprehensive database of industry players, performance stats, and other vital insights, enhanced with expert analysis. Use our powerful, customizable analytics to extrapolate trends, anticipate future transactions, and seize opportunities. Access essential data on funds, institutional investors, GPs, and corporates at all stages of fundraising and investment. Track, benchmark, and evaluate players across the market, from investors and lenders to advisors and beyond. Access real-time alerts and data on live deals, future transactions, and other market intelligence to spearhead your clients’ investment strategy. Provide compelling support for your advice and ideas with a wealth of benchmarking data, transaction analytics, and profiling of industry participants. Fuses human insight and cutting-edge machine intelligence to ensure that the intricacies of global capital markets are anticipated. -
9
TNR Solution
SS&C Technologies
SS&C GlobeOp’s TNR Solution is an integrated, comprehensive, front-to-back platform for firm-wide private equity and real asset fund operations, data management and investor reporting. Its modular design allows you to implement specific components or the whole platform based on your needs. Using TNR gives you not only the industry’s leading private equity technology, but also a 1000+ person PE fund services team of experts to help with virtually every aspect over the life of a fund, including partnership documents and fund structures, investor and fund manager reporting, investment transactions and tax allocations. Support for complex, multi-level fund structures: Manage master-feeder funds, blockers, holding companies, SPVs and AIVs. Fund raising and investor relations modules: Track investor capital balances and correspondence preferences. Comprehensive reporting via a library of standard reports, dynamic dashboards and report writers. -
10
bunch
bunch
bunch enables top funds, investors and founders to seamlessly transact and securely operate through an all-in-one platform. Leverage our partners or integrate your preferred law firm to set up your entity digitally. Let your investors subscribe to your fund digitally with integrated KYC & AML checks and electronic signatures. Leverage our AIFM to reduce the regulatory complexity in your own processes. Use our partners to access domiciliation in specific preferred jurisdictions. Say goodbye to manual bookkeeping. Have automated fund accounting for your funds & SPVs. Send individualized performance reports and capital accounts to your investors. Stay engaged and up-to-date with your investments and make informed decisions. Keep your LPs happy by providing a structured and seamless process and a digital experience. Perform any governance voting on the platform and track the results in a secure platform with audit logs. -
11
FundFormer
FundFormer
FundFormer helps alternative asset managers and investors process their fund documents faster. Our investor onboarding portal is designed specifically for investors in private equity, venture capital and hedge funds. Convert subscription documents into webforms integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms with conditional logic. FundFormer can coordinate with all deal parties throughout the fundraising process, including investors' financial advisors, legal counsel and investor relations teams. Create data exports for post-closing analysis or fund administration investor onboarding. A FundFormer professional is available to assist at every step of the way for the whole lifecycle of your fund, from fund launch to investor closing to post-closing secondary transactions. -
12
StockCharts
StockCharts.com
By using technology to help investors visualize financial data, we allow our users to better analyze the markets, monitor and manage their portfolios, find promising new stocks and funds to buy, and ultimately make intelligent, well-timed investment decisions. For nearly two decades, StockCharts has been an industry leader in the financial technology space, providing innovative, award-winning charting and analysis tools to a global audience. With over 1.9 million active monthly users and counting around the world, we serve an ever-growing, ever-changing array of active traders and investors. To us, our charting tools are only one piece of the puzzle. We believe that tools and features on their own are nothing without the knowledge and perspective necessary to explore their full potential. -
13
TipRanks
TipRanks
TipRanks is a multi-award-winning stock research platform designed to help retail investors make data-driven decisions. The platform provides investors with institutional-level data and tools, presented in a visual and easy-to-use way. TipRanks levels the playing field for retail investors by giving them the same research power as the biggest asset managers. Its unique data includes analyst rating consensus, news analysis, a stock score called the Smart Score, and more. Additionally, TipRanks tracks the buy and sell recommendations and transactions of over 100,000 financial experts and ranks experts according to their performance track record. This transparency enables investors to see how experts rank. TipRanks even shows how experts perform on a per-stock basis. TipRanks has become the standard for Wall Street accountability. More than 50 leading global banks, institutions, and exchanges integrate TipRanks tools for their clients. TipRanks also provides data to hedge funds.Starting Price: $29.95 per month -
14
Competely
Competely
Get a detailed comparison of competitors, with information and insights across dozens of dimensions. It lets you run up to 10 competitive analysis for products of your choice, browse the results online, and export them as CSV. We also offer a business plan for funds, firms, and analysts. While Competely can create a competitive analysis for almost any type of product, it's optimized for doing competitive analysis for software products, e.g. SaaS, web apps, and mobile apps. Typically, a comparison will save you between 10 to 30 hours of manual work such as Googling, visiting sites, collecting data, and creating a spreadsheet. When a comparison is complete, Competely will show you how much time it has saved you.Starting Price: $39 one-time payment -
15
FundPanel
Aduro Advisors
Created by Aduro Advisors, one of the leading firms in Venture Capital fund administration, FundPanel enables your back office to quickly and efficiently handle the details of your most important investor communications. Trusted by dozens of the largest funds in the US and around the world, FundPanel is a reliable resource that streamlines the process of error-free reporting. You and your investors can easily view funds, capital commitments, capital calls, distributions, and capital accounts in clear dashboard views. FundPanel's user-friendly interface allows both fund managers and investors to easily view funds, capital commitments, and capital accounts through clear dashboard views. Additionally, it supports secure document sharing and provides real-time performance metrics, enhancing transparency and operational efficiency. The platform offers customizable reporting templates based on industry best practices, ensuring error-free reporting to limited partners. -
16
Vestlane
Vestlane
Vestlane offers a new platform for fund managers, investors, and service providers who are tired of manual tasks, errors, and wasted time. We help funds with digital fundraising, investor onboarding, fund marketing, and fund operations. Our platform makes investor onboarding easy and allows funds to attract investors with a seamless, compliant experience. Enjoy peace of mind with automated KYC/AML checks, monitor fund progress effectively with detailed insights into your fundraising pipeline, collaborate with investors through secure data management, and track payments, automate capital calls, and implement auto-matching for consistent and secure financial management. -
17
Fundwave
Fundwave
Give your venture capital or private equity fund the tools to account, administer and report to your investors. Organize, Allocate and Report with Fundwave's Fund Administration Software. Plans that work for micro VCs, impact funds, large funds, SPV structures and more. JCurve for investment teams is a flexible workspace that works as good for angel investors and micro-VC's as it does for large venture capital and private equity fund houses. Custom branding, interactive dashboards & self service options for your investors. Fundwave's investor portal helps you seamlessly share capital notices and reports with your limitedpartners. Right from your first close, to when you have investors that span across funds, there's a plan to suit. Dealflow is built to help you manage your deal pipeline and stay laser-focused on the right investment opportunity. -
18
Moonfare
Moonfare
Join more than 1,800 individual investors who have come together through Moonfare to invest €1B in private equity. Invest in top tier funds from some of the world’s most legendary firms. All with minimums from €50,000. Benefit from what institutional investors already know, the greatest shareholder value comes from private markets, and funds like those offered on Moonfare have generated an average IRR of 19%, outperforming the S&P 500 by 13%. With todays’ environment of negative interest rates, volatile public markets and difficult to source real estate deals, private equity offers investors a smart alternative. Moonfare breaks down the barriers with low minimums, a fully digital process and a unique secondary market. With Moonfare you can invest by selecting funds individually and by choosing one of our Moonfare Portfolio products. Twice per year we also make existing fund investments available at an auction via the Moonfare Secondary Market. -
19
FundsTOTAL
Unilogic
FundsTOTAL is a cutting-edge SaaS application suite that provides real-time trade capture, portfolio management, risk analysis, performance attribution and investor communication solutions to hedge fund managers. FundsTOTAL eliminates the burden of developing and maintaining a sophisticated technology infrastructure in-house and frees our clients to focus on what they do best - managing investors’ money. Helps fund managers provide institutional investors with the desired levels of portfolio transparency in a highly secure portfolio and risk analysis portal. Provides crypto traders and hedge funds with a consolidated portfolio view of cryptocurrencies traded on multiple crypto exchanges. FundsTOTAL helps you to keep on top of rapidly changing markets by monitoring and analyzing portfolios in real-time. Easily visualize and compare any portfolio attribute by dynamically creating interactive real-time charts. -
20
aVenture
aVenture
aVenture is a San Francisco-based financial technology platform that seeks to make venture capital investments available to everyone. aVenture helps venture capital firms launch funds that can be accessed broadly by anyone and helps investors evaluate which VC funds are the most appropriate for them. -
21
DiligenceVault
DiligenceVault
Asset owners across pension plans, endowments foundations, insurance companies and sovereign wealth funds – centralize your external manager data needs across the investment office on a single digital platform – from manager research, operational due diligence, ESG, compliance, audit confirms, to event-driven requests. Whether you are an emerging manager or an established fund, manage standard DDQs, investment databases, and investor DDQs on a centralized platform. Collaborate across investor relations, RFP, marketing, compliance, and product teams to minimize errors and deliver excellence. Whether you are an OCIO, investment consultant, wealth platform, or a fund of funds – build a defensible diligence framework across a large portfolio of fund products, and efficiently deliver differentiated investment alternatives to your clients at scale. -
22
Anduin Fund Subscription
Anduin Transactions
Anduin is revolutionizing fund management with digitized fund subscriptions, real-time status, and streamlined fund operations. Our intuitive investor onboarding workflow improves the investor experience and drastically reduces the NIGO rate of documents by bringing clarity and efficiency to fund subscriptions. How it works: We digitize your subscription agreements along with tax forms, so you can focus on distributing subscription packages and tracking how investors engage with your documents. 1. Anduin digitizes the form provided by counsel, creating an intelligent smart form. 2. We pre-populate the form with investor data from previous fundraises. 3. The fund manager invites investors to complete the smart form and sign the limited partner agreement. 4. The subscription package is countersigned and documents or data can be exported for the fund admin. Visit www.fundsub.io to arrange a demo. -
23
ZuluTrade
ZuluTrade
Join the most transparent social trading network! Copy Top Performing Traders from different Brokers easily and reach your investment goals! Traders join ZuluTrade, connect their account and share their trading strategy. ZuluTrade ranks Traders based on performance, stability, behavior and outlook. Investors select the Traders to copy according to their investment capital and risk appetite. View the Traders with the largest sum of real funds invested. Whether you CopyTrade or Trade manually, we support the trading of Currency Pairs. If you are an advanced investor and prefer manual trading, you are always able to customize your settings or trade with a variety of advanced tools. Our in-house team constantly analyzes your needs, to provide new features and optimise your trading experience, always thinking outside the box! -
24
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 -
25
FolioMetrics
FolioMetrics
FolioMetrics is a leading provider of innovative solutions for investor relations and research management, trusted by over 200 of the world's leading hedge funds, private capital managers, and traditional funds. Their product suite includes a modern, easy-to-use CRM built specifically for investor relations and fund marketing teams, a scalable and secure client portal for sharing information with investors and prospects, and tools for automating the production of factsheets and other client reports to enhance communication quality. Additionally, FolioMetrics offers compliance features such as investor classification, approval workflows, and advanced reporting, as well as integration with common fund administrators to automate client holdings and transactions. Their research management solution extends capabilities to investment teams, consolidating research notes and documentation. -
26
Nansen.ai
Nansen
Surface the Signal in Blockchain Data. Nansen analyzes 50M+ labeled Ethereum wallets and their activity. So you can separate the signal from the noise in blockchain data. Billions of on-chain data points, millions of wallet labels, thousands of entities. Dashboards let you see exactly what’s happening, requiring no technical knowledge. Users consult Nansen before making their investment decisions. 50M+ labeled wallets give you the full context you need to understand the flow of ETH, stablecoins, and tokens. With Nansen you get an executive summary of where funds are moving. And if you want details, you can trace transactions down to the most granular level. Nansen tracks exchanges, token teams, and funds, which means you can see exactly which entities are accumulating - or selling off - a specific token. Token metrics on usage, engagement, and liquidity are available so you can make informed decisions before investing in a new token.Starting Price: $149 per month -
27
InvestorFlow
InvestorFlow
Smart experiences, workflows and content designed to scale distribution and to simplify the investor services functions of global asset managers, private equity firms, real estate groups, hedge funds, credit, and funds of funds. Manage your contacts, investors, prospects, commitments and deals in a CRM specifically designed for your world. Branded, institutionally wrapped communications for private placements. The perfect portal to get you started and at the perfect price. Ideal for firms that do not have a portal, need something that they can quickly get off the ground and makes them look world class in front of investors. Includes all the workflows and tools to report and communicate. It takes the Essentials Portal to the next level by adding CRM and performance dashboards. Handy for firms who want to get off Excel or other inefficient tools for contact and investor relationship management and become more professional in how they manage their firm and report. -
28
Twenty-First Century Hedge Fund Software
Twenty-First Century
Hedge Fund Software calculates the allocation of distributions to investors, tax return schedule k-1s, distribution checks, broker commissions and management reports. Allocation of Management Fees and Partnership Expenses to Investors. Customized professional-looking color Investor Statements with the partnership logo, name, address and phone. Customized allocation formulas based on guaranteed return, high watermarks, and other incentive factors. The new Windows Version runs on an office computer network with remote access available via the internet. Fund Investment Tracker Software tracks hedge fund investment portfolios in stocks, bonds, commodities, and other assets. The spreadsheet format allows fund managers to quickly view the status of investments including symbol, description, quantity, total cost, average cost, current price, market value and gain( loss) percentage.Starting Price: $1,795 per month -
29
Deep Pool
Deep Pool Financial Solutions
Automate your mission-critical business processes. The complete investor servicing solution for fund administrators and investment managers. Administrators and managers of offshore and onshore hedge funds, partnerships, private equity vehicles, real estate and retail funds around the world choose ManTra to help them manage and grow their business. NTAS: Advanced investor servicing for fund administrators and managers. Enhanced operational efficiency, client service, transparency and security at your fingertips. PENTAS: End-to-end investor lifecycle automation for traditional and hybrid private equity funds. Automate and streamline all aspects of the limited partner investment cycle to provide unrivaled processing efficiency, control, transparency and investor service. KURE: Automate and streamline your AML compliance and FATCA/CRS reporting with a comprehensive regulatory solution. -
30
Atominvest Software
Atominvest
Atominvest provides next generation technology solutions to Alternatives investment managers. From sourcing deals to raising funds, from managing your investor relationships to monitoring your portfolio, Atominvest’s integrated, modern tech solutions can be tailored to the way you run your business and will give you the edge you need to thrive in an ultra-competitive market. Our cutting-edge tech systems enabling Alternatives fund managers to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting. -
31
Eze Investor Accounting
Eze Software
Stop relying on spreadsheets and start managing all aspects of back-office fund accounting with ease through Eze Investor Accounting. Eze's specialized fund accounting software, Eze Investor Accounting (formerly Penny) is a reliable hedge fund accounting software designed and built to address the needs of hedge fund back offices, fund administrators, private equity shops, and other wealth managers. From calculating complex management and performance fee structutures, managing tax processing, to developing investor statements and monthly performance reports, Eze Investor Accounting truly makes it easy.Starting Price: $1667.00/month/user -
32
Tamale RMS
SS&C Advent
Modern-day investment managers are overwhelmed by the mountains of information necessary for their investment decisions and due diligence. Research management comes from many sources, making it challenging to find and identify what is really important. With Tamale, our investment research management software, investment teams spend their time collaborating on ideas instead of searching for data. With Tamale RMS, investment managers can easily access contact, firm, fund, and relationship details with quick search capabilities for important records and documents. They can make faster, better-informed decisions with Tamale’s fast and flexible mobile experience. Achieve a disciplined, repeatable due diligence and decision-making process. Tamale RMS is a research management solution purpose-built by and for investment professionals. -
33
Caruso
Caruso
Caruso is an AI-native cloud fund administration and investor management platform built for private market fund managers to centralize, automate, and modernize core operational workflows across the fund lifecycle. It supports investor onboarding and digital subscriptions, enabling managers to capture AML/KYC information, subscription documents, and accredited investor status in a secure, streamlined process. It includes an integrated investor registry and CRM to maintain investor data, track commitments, manage capital accounts, and run personalized communications, while capital raising tools help funds present offerings, manage pipeline activity, and keep investor engagement in one place. Caruso also provides real-time reporting and dashboards to monitor fund performance, allocations, commitments, capital calls, and distributions, reducing the need for manual spreadsheets and disparate systems. -
34
PFS-Paxus
Pacific Fund Systems
PFS-PAXUS is a specialist fund accounting and fund administration system that is the product of choice for administrators of both alternative and traditional funds across the globe. An established market-leading product, PFS-PAXUS offers fund administrators a complete back-office fund accounting, portfolio valuation, fund pricing solution and shareholder recording keeping administrative solutions on a single, fully integrated system that satisfies the needs of the most sophisticated fund administrators. PFS-PAXUS is revolutionary in that it integrates all the processes that are normally performed on multiple systems, including securities portfolio, allocation system, general ledger, fee calculation, share registry, investor communications and web portal. The award-winning PFS-PAXUS system supports wholesale fund administration and the administration of all manner of open and closed-ended traditional and alternative funds, including hedge funds and private equity investment vehicles. -
35
RAISE
RAISE Technologies
RAISE is a cloud-native, unified fund management software built for alternative investment firms, including private equity, venture capital, real estate, and private credit, that consolidates fund administration, investor management, portfolio monitoring, compliance risk assessment, and reporting into a single, integrated system. It automates end-to-end workflows across the full fund lifecycle, from investor onboarding, capital calls, distributions, and NAV calculations to real-time performance tracking and detailed analytics, reducing manual tasks and improving operational efficiency. It provides live dashboards for instant visibility into fund performance and investor activity, customizable reporting, scalable infrastructure, and industry-leading security to ensure data protection and global access from any device. RAISE also includes a secure investor portal with built-in communication tools, document sharing, task management, and personalized dashboards to enhance transparency. -
36
Flow
Flow
Flow's open architecture connects investment managers with their limited partners and service providers. It offers integrated solutions for virtual data rooms, investor onboarding, and investor portals, enabling firms to manage limited partner relationships across the entire investment lifecycle. The platform facilitates secure document sharing, simplifies the onboarding process with digital fund subscriptions, and provides a centralized portal for fund reporting and communication. Flow's open-architecture technology and flexible API allow seamless integration with third-party vendors, enhancing operational efficiency. Trusted by over 20,000 LPs and more than 300 private investment firms, Flow aims to deliver a best-in-class LP experience by reducing operational overhead and improving stakeholder engagement. Provide all fund stakeholders with a single source of truth for fund reporting, documentation, and communication. -
37
Relevant EquityWorks
Relevant Equity Systems
Fund Accounting Software. Investor Management Software. Track investors, contacts, third-party representatives, and interactions. Fund Administration Software. Model fund entities, closings, commitments, capital accounts, and transactions. Portfolio Management Software. Manage every aspect of your holdings, including portfolio companies or properties, securities, revaluations and shareholder tables. Give investors exactly what they crave: detailed notifications and transparent quarterly reports from a secure portal. Issue detailed ILPA call and distribution letters, along with industry-standard quarterly reports. Give your LPs secure, 24/7 access to fund documents from their phones, tablets or everyday browsers. -
38
SVX
Social Venture Connexion
SVX is a nonprofit, diversified financial services firm driving impact for investors, organizations, funds, and enterprises. We provide knowledge and insights, design strategies and products, manage funds, and operate a platform for raising impact capital and making impact investments. We work across sectors that deliver meaningful impact: climate, food, health, equity, housing, and community real estate. SVX is a nonprofit organization registered with securities regulators as an Exempt Market Dealer (EMD). We have partners and operations across Canada, as well as in the US and Mexico. SVX provides a suite of services enabling impact for investors, organizations, funds, and enterprises. For over ten (10) years, SVX has delivered support to a range of ecosystem actors and partners to bolster a thriving social innovation sector. -
39
Arch
Arch
Manage new investments, updates, taxes, capital calls, distributions & financial statements all in one place, seamlessly. Arch connects with the back office for each private investment, receiving all documents and communications in a secure, aggregated platform. Arch keeps your account up to date, adding a layer of automation to investment management tasks. Arch manages all documents and communications, providing better organization, data, and insights for private investments. Securely share all investment updates and investor information in an easy-to-use, standardized, and efficient platform, saving funds' and fund admins' time, while providing a better experience for the fund and its investors. Track the completion of key tasks and automatically follow up with investors, reducing firm time spent on administrative tasks. -
40
ORCA
ORCA
Orca is a unified fund management platform designed specifically for venture capital and private equity firms to automate and streamline core fund workflows in a single system, replacing manual processes and disparate tools with connected end-to-end capabilities that improve efficiency and insight. Built with input from dozens of VC firms, Orca centralizes investor relations and onboarding through a modern digital LP portal and automates subscription workflows, portfolio performance tracking, fund performance analytics, prediction models, market analysis, financial statements, and customized reporting dashboards that support data-driven decisions and help firms monitor key performance indicators in real time. It also includes secure data rooms for organizing and sharing critical documents with prospective investors, integrates investor and portfolio company data to produce detailed performance views, and delivers tailored dashboards. -
41
FundPortal
The Edgefolio Group
Enhance your Investor Relationships and grow your business all from one portal. Smart analytics, file sharing and marketing tools for hedge fund managers. FundPortal is built for today's fund manager. Streamline your workflow, delight your clients. Identify and manage engaged clients with an intelligent CRM designed for hedge funds. Maximize your marketing efforts with a customizable client portal that can be accessed through your website. Delight and retain investors with built-in analytics across a range of metrics to showcase how you beat the S&P 500. -
42
InvestorVision
SS&C Intralinks
InvestorVision is a fund reporting solution developed by SS&C Intralinks to enhance communication between general partners and limited partners. It enables GPs to securely and efficiently share fund data, including financial reports, capital calls, distributions, and legal documents, through a responsive and intuitive web portal. The platform supports standardized ILPA templates, streamlining investor tracking and management across multiple funds, and offers features such as secure document management, customizable branding, and multilingual support. By providing timely and accurate reporting, InvestorVision fosters transparency and strengthens GP-LP relationships. In a competitive landscape, LPs expect the highest level of transparency from GPs. SS&C Intralinks is revolutionizing the way fund managers deliver reports and manage investor relationships with InvestorVision, our fast, intuitive fund reporting solution. -
43
Passthrough
Passthrough
Save time and frustration with a seamless online experience that makes it easy to invest in private funds. More than 250 fund managers delight their investors with Passthrough. Collect completed subscription and tax documents through a customized workflow in just twenty minutes on average. Map beneficial owners intelligently, automatically screen against sanctions lists, and decide which investors to admit into your fund. Let us focus on what we do best, onboarding investors efficiently, so you can focus on running your firm. We save you weeks or months in the fundraise by having investors fill out sub docs quickly, completely, and accurately. It's a single place for you and your providers to coordinate. Since 80%+ of Passthrough subscription docs are filled out correctly the first time, your attorneys don’t need to chase down revisions and signatures non-stop. It takes less than 20 minutes on average for an investor to complete their first investment on Passthrough. -
44
Nasdaq eVestment
Nasdaq
eVestment, a Nasdaq platform, provides institutional investment data, analytics and market intelligence covering public and private markets. Asset managers and general partners reach the institutional marketplace through our platform, while institutional investors and consultants rely on eVestment for manager due diligence, selection and monitoring. eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes. Institutional investors including public plans, corporate pensions, superannuations, sovereign wealth funds, insurers, hedge fund of funds, family offices, foundations and endowments screen more than $78T AUM of reporting managers worldwide on eVestment to find those that best meet their investment objectives. -
45
EquityNet
EquityNet
Raise capital through angel investors and funding groups. EquityNet has been used by over 1,000 companies to obtain funding. Complete your profile and start fundraising today. EquityNet is the largest marketplace for private investment deals. Sign up today to use our patented screening tools and find the right business investment opportunities for you. Create and publish a profile with your business and funding needs for Equitynet investors. Use patented business plan and analysis software to optimize your planning. Browse detailed investor profiles by location, type, investment amount, and more. With EquityNet's free crowdfunding tools you can improve your business planning and fundraising efforts. Use EquityNet's free Startup Risk Calculator and Valuation Calculator to understand your business risk factors and to estimate how much your business is worth. -
46
AngelList
AngelList
AngelList creates tools for startups, investors, and fund managers to accelerate innovation. AngelList lets you effortlessly manage your company’s cap table, fundraising, employee offer letters, and more—in one place. Get back to building your company, and let AngelList handle the rest. Remove the friction from fundraising. AngelList Raise handles accreditation, signatures, banking, and more for SAFE and equity rounds. Efficiently raise capital from investors with a single cap table entry. With Roll Up Vehicles™, founders get a single link that allows investors to commit and send funds online—and AngelList takes care of the rest. Browse Rolling Funds to find the right fit for you. Subscribe quarterly, invest alongside top VCs, and adjust your investment size as your goals evolve. Invest in hundreds of high-quality deals and funds, led by top industry operators and investors, with a single check. Invest in the AngelList Access Fund to diversify your portfolio. -
47
Sydecar
Sydecar
Sydecar is a deal-execution platform purpose-built for venture investors that automates the entire back-office lifecycle of private investments, from vehicle formation to closing, compliance, banking, and administration. It allows venture-fund and syndicate managers to create special-purpose vehicles or funds in hours instead of days, handling tasks such as entity formation (including Delaware-domiciled SPVs), obtaining EINs, standardized legal agreement generation, investor onboarding and closing, banking integration, KYC/AML compliance, fund-accounting, tax documentation (K-1s), regulatory filings, investor distributions, and ongoing reporting. Sydecar supports not only single-round SPVs but also layered structures, secondary SPVs, fund vehicles, and co-investments, giving flexibility to sophisticated deal structures. It delivers a product-first, standardized workflow, replacing manual spreadsheets, custom legal processes, and piecemeal administration.Starting Price: $4,500 one-time payment -
48
Churchsoft Assist
Churchsoft
Assist 2023 is a powerful, customizable church management and fund‑accounting suite that works on desktop or in the cloud, designed to help congregations connect through an intuitive interface for contributions, ministry workflows, and financial oversight. It offers unlimited users, installs, and contacts; free data transfer; secure backups; a mobile app; starter training; remote helpdesk; and free upgrades forever, with no subscription fee. The suite includes modules for tracking contributions, pledges, and budgets; a fully integrated General Ledger with payroll capabilities (941, 1099 forms); and a versatile Letters app for SMS, email, and PDF communications using prebuilt templates, as well as label and flyer printing. Outstanding Features include fund accounting by bank, fund, budget group, and category; comprehensive reporting (tithing statements, budget comparisons, profit & loss, transaction reports). -
49
OurCrowd
OurCrowd
Invest in pre-vetted startups and exclusive venture funds. Build a diversified portfolio alongside trusted VC funds and angel investors. OurCrowd’s experienced investment team identifies and conducts rigorous research on thousands of companies and venture funds to tap into cutting-edge opportunities across sectors and stages. Join us to access these opportunities to invest alongside OurCrowd and other VCs. OurCrowd's professional team is comprised of entrepreneurs, venture capitalists, investors, and geeks with decades of combined experience building businesses, raising capital, and investing in Israeli and global startups. We are passionate about selecting the biggest ideas being developed by the top startups from Israel and beyond, and sharing those opportunities with you. Technology startups are changing nearly every aspect of life, creating explosive social and financial value. -
50
Growjo
Growjo
Growjo is a platform that tracks and indexes the world's fastest-growing private companies and startups, focusing on those with 15 to 1,000 employees. Utilizing a proprietary algorithm, Growjo analyzes various growth indicators, including annual revenue, employee growth rates, funding events, and valuation increases, to identify companies poised for ongoing and future growth. The platform offers a comprehensive database of company profiles, providing details such as company size, location, industry, revenue, and employee count. Growjo also provides contact data, including email addresses and direct phone numbers, facilitating networking and business development opportunities. By segmenting lists based on industry and metro areas, Growjo enables users to identify and connect with high-growth companies within specific sectors or regions. The platform's data is updated regularly, ensuring users have access to the most current information on emerging market leaders.
