Alternatives to Quartr
Compare Quartr alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Quartr in 2026. Compare features, ratings, user reviews, pricing, and more from Quartr competitors and alternatives in order to make an informed decision for your business.
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Ledgy
Ledgy
Ledgy is the end-to-end equity management solution trusted by high-growth companies. Compliant in all countries with best-in-class security and privacy. Digitize your spreadsheets into a transaction-based cap table that's always accurate, built to scale and updates in real-time . Make your financing rounds a success with accurate scenario and exit modeling. Streamline due diligence and easily handle every vesting schedule. Show the latest information to all your stakeholders, including employees and investors, with custom dashboards. Attract and retain key talent with Ledgy while automating equity plans. Employees can self-manage their equity, view their shareholdings, vesting schedules, and future valuations. Engage your investors with shared KPIs, accurate funding scenarios, valuations, dilutions, exits, custom reporting, and more. Find out why founders, CFOs, HR teams, and their employees love Ledgy’s platform. Book a free custom demo to see it in action.Starting Price: Free -
2
StockInsights
StockInsights
Large Language Models (LLMs) are changing the way technology works. These powerful models are reshaping the boundaries of what's achievable, heralding a new era in AI innovation. StockInsights is the first platform that combines the potential of LLMs with the realm of financial research. StockInsights seamlessly melds LLM capabilities with the intricacies of financial data to help you make smarter decisions using powerful insights from the world of finance. Stay informed about your investment holdings effortlessly. Analyze data from various sources to generate actionable insights. Empower your research with cutting-edge technology. Our APIs provide developers with the tools they need to seamlessly integrate StockInsights' data and insights into their quant models, financial apps, and platforms. Access structured financial data for earnings calls and more. Keep users informed with alerts and AI-generated summaries.Starting Price: $10 per month -
3
Zeck
Zeck
Zeck is software that reimagines the ridiculous board meeting process to drive better decision-making with your board and investors. Zeck creates customizable, interactive board and investor updates that actually work on your phone and make you look way more pro. Zeck is also a catalyst for real engagement so you’ll get way more value out of your board meetings, which is what’s supposed to happen. Zeck is designed to transform board meetings from boring presentations to awesome strategic discussions, lots of bantering, and lively debate. Your team is building their decks in the same obsolete slides they used in middle school. Zeck makes board meeting prep 7,000 times easier. Zeck digitizes voting and auto-generates board minutes. Plus, Zeck invented the pre-vote (we think) to completely eliminate the minutiae from the live board meeting. Which means more time is dedicated to extracting value from the meeting. -
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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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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. -
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Deliver earnings, investor days, and webcasts as interactive experiences for your attendees. Provide company updates to your shareholders, analysts, retail and institutional investors, and the media by delivering your corporate events and financial results through conference calls, webcasts, and virtual or hybrid events. Trust our team to help you execute a professional event from start to finish. Our teleconferencing solution lets you take advantage of the scalability and customization of operator assisted conferencing with the convenience of automated entry. For your webcasts, you’ll have a dedicated service manager to help you with planning, logistics, and execution, and a platform built for interactivity and security. Create interactive experiences for your stakeholders and showcase your company's unique investment story. Whether you choose a virtual event, or a hybrid event that blends an online and in-person experience, we can help you deliver a memorable experience.
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7
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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ACCESS Event Management Platform
ACCESS Newswire
The ACCESS Event Management Platform is a powerful solution designed to streamline the planning, scheduling, and coordination of investor meetings, conferences, and corporate events. It provides intuitive tools for managing invitations, tracking RSVPs, and overseeing event logistics, all from a centralized interface. By simplifying communication and organization, the platform enhances efficiency and ensures seamless execution of investor relations events. With its user-friendly design, professionals can easily handle all aspects of event management, from scheduling to real-time tracking. The ACCESS Event Management Platform is ideal for businesses looking to optimize their event planning process while maintaining precision and ease. -
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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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Storydoc
Storydoc
Easily create stunning, interactive slide decks that increase engagement. Stand out, bring your story to life, and win more customers. Engage your customers and make your brand stand out. Create beautiful decks proven to increase lead conversion. Stand out from the competition and close more deals. Impress your prospects and turn any 'maybe' into a 'yes'. Present your insights in the most engaging format possible. Bring your data to life with interactive, high-end reports people actually read. Get investors and partners excited with impressive pitch decks that truly bring your vision to life. Stand out with high-end decks that make your start-up shine. Create annual reports and portfolio updates that will impress your investors and keep them engaged. Simply type in what you need and let Storydoc do the magic for you. Let our magic assistant help you through the process with automatic slide copy and design.Starting Price: $30 per user per month -
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Pitch
Pitch
Stunning presentations. Made together. One workspace. Boundless possibilities. From pitch decks to project plans, conference keynotes to all-hands meetings, our presentation software gives teams space to share all the work that matters. Build stunning decks in record time. Pitch puts everything you need to make a great deck — from advanced design options to data integrations — right at your fingertips. It’s never been easier to create work you’re proud of. Unleash your inner designer. Intuitive editing options and smart formatting help anyone feel like a power user. Find the perfect image for every slide. We integrate with Unsplash, Giphy, Icons8, and Brandfetch. Bring stories to life with embedded video from YouTube, Vimeo, and Loom, or upload your own. Make presentations pop with the latest data from Google Analytics, Google Sheets, and more.Starting Price: $10 per month -
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SlideCamp
SlideCamp
SlideCamp is a presentation management and slide library platform that keeps every approved slide in one searchable repository so teams can build on-brand decks in minutes and always present the latest content. It runs directly inside Microsoft PowerPoint via an add-in, letting users search slides by keyword, insert approved content, and update decks without switching tools. SlideCamp’s search reads all text on slides so the right slide can be found fast, and SlideSync ensures teams have the latest versions by instantly updating outdated slides across presentations. Real-time alerts notify users in PowerPoint when content is no longer current, and version control and brand-compliance features help maintain messaging and design consistency. A central library of templates and slides eliminates manual hunting through files, streamlines production, and boosts productivity by reducing time spent on slide assembly, repurposing, and updates.Starting Price: $15 per month per seat -
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InvestorREACH
Interactive Telesis
The hard work of developing services and solutions that translate your business into advanced technology is what Interactive Telesis does for a living. With over a decade of experience and an impressive customer list, we have established ourselves as a leader in Computer Telephony market place. Every single day. We know that your business challenges comes down to solving complex problems and implementing solid solutions. That's what we are here for. To deliver products and services solid enough, flexible enough to meet today's challenging business environment. InvestorREACH allows investors and potential investors to have instant access to your latest corporate and shareholder information just by picking up a touch-tone phone. Investors get what they want in minutes, not days or weeks. Our automated system allows your Investor Relations personnel to spend more time working with analysts and brokers, and less time answering questions from individual investors.. -
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InteractPitch
Interact AI
InteractPitch is an AI-driven platform that transforms traditional static pitch decks (PDF, PPTX, PPT) into interactive, mobile-first experiences where investors can explore the content at their own pace and engage via chat or voice with an AI avatar trained on your specific deck and custom notes. Instead of just sending a passive deck, founders create a personalized avatar by uploading a photo and voice sample, set narrative context, and share a link so investors can ask slide-aware questions that are answered with relevant, grounded responses, helping viewers better understand the story, metrics, and details without needing synchronous meetings. As investors interact, the software tracks real-time engagement analytics, including who viewed the deck, time spent per slide, intent signals, and specific investor questions, giving founders data-driven insights into what resonates and what confuses before the first live pitch. -
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Beemer
Beemer
Leave the perfect pitch structure to us – we've already done the research. Our sleek and minimalistic slide deck template is designed to impress, with a focus on your content. Collaborate with your team using the tools you already know and love, with easy export to Google Slides for seamless presentation delivery. Pitch decks are a crucial part of any startup's journey to success, but creating them can be time-consuming and expensive. Beemer is the solution for startups looking to create impressive pitch decks quickly and efficiently. Our AI-powered platform generates complete Google Slides presentations with just a brief description of your business, streamlining the process of creating pitch decks. We don't cut corners when it comes to design. Your pitch deck needs to be informative but not boring. Our slide deck layouts are up-to-date design and following the latest design trends. The slides are never getting old. -
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SlideMagic
SlideMagic
Access the template bank full of slide layouts specifically for business presentations. You take care of your story, we worry about the design. The patented user interface makes sure that everything on your slide always lines up perfectly, and every page follows your branding. Essential templates for business: lists, comparisons, data charts, strategy frameworks. Find related slides, find layouts with the same dimensions. A smart search algorithm that is created to save you time. SlideMagic is created by Jan Schultink who spent more than 25 years creating slide decks as a strategy consultant at McKinsey and a boutique investor presentation designer. A grid structure makes sure that all your shapes always line up and distribute across the slide perfectly. -
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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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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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EQS Insider Manager
EQS Group
The cloud solution for all your Compliance and Investor Relations needs. Digitize and simplify your Compliance and Investor Relations processes with our innovative software platform. Digitize your compliance workflows and store all compliance data in one place. Secure and efficient. Digitize your Investor Relations with innovative IR products and make your daily IR work efficient. Innovative digital compliance solutions & tools for compliance managers. We digitize your compliance and support you in your daily compliance work with our innovative compliance products. Compliance COCKPIT – All compliance solutions in one place. Compliance COCKPIT brings it all together: the most important compliance workflows in one integrated platform. Use our effective modules individually or in combination – as you require. Innovative digital solutions and tools for investor relations managers. We digitize your investor relations and support you in your daily IR work. -
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okkslides
okkslides
okkslides is an AI-powered presentation platform that transforms your ideas into polished slide decks in minutes. You simply input your concept, outline, or topic, and the system automatically generates slides with appropriate layouts, visuals, color schemes, and narratives, no design or slide-building experience required. The tool supports instant export to editable formats like PowerPoint (.pptx) and integrates brand elements such as your company’s fonts, colors, and logos to maintain consistency. With features like data-driven visual selection, narrative structuring, and full customization, okkslides helps you skip the blank-slide anxiety and skip straight to presentation-ready content. Whether you're creating a business pitch, educational lecture, or marketing report, the platform handles both design and structure so you can focus on your message. The user experience emphasizes speed, quality, and ease; enter your idea, generate slides, fine-tune visuals, and download or share.Starting Price: $2.19 per month -
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Slides With Friends
Slides With Friends
Use our interactive slides for amazing events, meetings, and lessons. From online team building to live quizzes to icebreakers to classroom games, engage everybody no matter where they are. Build your presentation or game like a slide deck (or just pick from our ready-to-play decks). Add special interactions like word clouds, live polls and surveys, multiple choice and text-answer questions, photo sharing, ratings, quizzes, and more, as new slides. Launch your presentation the same way you would a PowerPoint. Then display your slides on a projector, or share your screen through Zoom or any video call software. Your players can join in easily on their phones or any device, using a simple QR code or URL. See real enjoyment and understanding as your team or students connect over your content. Play, laugh, and engage as a group, when you give everyone a voice through interaction, you'll bring them together, no matter where they are.Starting Price: $8 per month -
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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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Fornax
Fornax
Fornax is designed to boost founders’ chances of securing investor meetings by providing founders with feedback on their pitch decks. Fornax gives advice and suggestions on a slide-by-slide basis, provides an overview of the business including the most promising aspects, areas for improvement, and an action plan, and offers tips on making the presentation clearer and more appealing.Starting Price: Free -
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Reportedly
Reportedly
Use one platform to communicate with all your investors, see who is engaging with your updates, and reach out for help by using public and private status updates. Make your status updates as impactful as possible with reminder emails, investor templates, image uploads, and Markdown support. Share your company's story from the start - historical statuses and your team's feedback automatically shared with all members. See every status report from every company you work with all on one platform. Stay up to date with a single chronological view of your portfolio's status updates in the Reportedly feed. Offer help and guidance by sharing comments and liking company updates. -
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Kaleidoscope Investor Relations
KALEIDOSCOPE
Make IR Website Compliance FAST, EASY & 100% SEC and SEO compliant -- with Kaleidoscope’s IR Widget/API solutions. Trusted by more than 4,000 corporate websites worldwide for reliable real-time delivery of compliance data for over 20 years. Keep investors and analysts on your site so you are in control in every aspect of corporate website communications, including delivery of real-time Alerts to interested visitors. Our API/Widget solutions are used leading IR partners supporting all US Stock Exchanges! Widgets/APIs include SEC filings, intraday stock tickers, End of Day historical stock chart with all the bells and whistles for overlays and technical views, plus press releases with support for images, a ROI calculator, historical price lookup, dividends chart, analyst coverage, earnings call transcripts and more. Our sandbox enables full testing before launching. The perfect solution for tight budgets, DIYers, website redesigns and dual registered foreign issuers.Starting Price: $250 per month/billed annually -
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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. -
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Quantium
Quantium
Quantium is a next-generation private markets investment management platform that centralizes fund, portfolio, and investor data into one intuitive, scalable SaaS system designed to replace error-prone spreadsheets and disconnected tools, giving teams a single source of truth for complex investment operations and reporting. It supports fund and portfolio management workflows, including dual-sided accounting for complex structures, NAV and capital call automation, cash flow tracking, performance analytics, and cross-fund insights, while streamlining investor management and servicing with workflows for capital calls, distributions, and investor relationships. It delivers unlimited reporting and business intelligence through configurable dashboards, ready-made templates compliant with industry standards such as ILPA, and real-time data visualization so teams can produce accurate and investor-ready reports quickly. -
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TheInvestorNet
TheInvestorNet
Source deals from incubators/accelerators, co-investors, investment banks or your personal network, curate and screen them through objective scoring, build consensus, collaborate with the team members, maintain lists before you decide to take a deal into active evaluation. Customise your deal flow to enable efficient tracking of deals while collaborating with relevant internal and external stakeholders. Also access your entire deal landscape in one view. Access and Manage all portfolio companies in one place with on the fly creation of and collaboration on metrics data, milestones and others. Access all the deal data from the time it was sourced, evaluated and invested in. Manage your investor relations, communication and finances all at one place. Data is never deleted from the system. Only versioned or archived hence, recording the entire deal activity. -
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OpenVC
OpenVC
OpenVC is a startup fundraising platform that helps founders find the right investors and manage their entire raise in one place. Instead of juggling spreadsheets, scattered investor lists, and disconnected tools, OpenVC brings the core fundraising processes into a single, streamlined workflow. Features: Fundraising CRM A purpose-built fundraising pipeline designed for startups. Manage your entire raise in one place, track investor conversations, organize follow-ups, and keep your team aligned from first outreach to closing the round. Investor Database Search 15,000+ verified startup investors in a continuously updated database. Filter by stage, industry, geography, and more to quickly identify the right investors and start building your target list. Pitch Deck Tracking Upload your pitch deck, share it through unique links, and track investor engagement. See who opened your deck, how long they engaged, and manage everything directly inside your fundraising CRM.Starting Price: $99/month or $299/year -
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WealthBlock
WealthBlock
WealthBlock is an all-in-one white label capital raising and investor management platform used by asset managers, wealth managers, and intermediaries to streamline the entire private investment journey. It comes with the following benefits: 1. All-in-one features CRM, data room, sub doc e-signing flow, compliance checks, online payment, automated email marketing automation, engagement data analytics, etc. 2. All-in-one workflows: investor outreach & nurturing, investor onboarding, investment processing, capital call & payment collection, post-raise reporting, and investor communication. 3. All-in-one integration: API ready, Webhook ready, vendor agnostic, support single-sign-on and 2FA e.g. -
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Pear Deck
Pear Deck
Imagine if you could engage every student in your class, every day. With the Pear Deck for Google Slides add-on, you can add the magic of formative assessments and interactive questions to your presentations right from Google Slides. Design a new presentation or open an existing one in slides. Upload your PowerPoint or Keynote lessons to Google Slides and get going! You can always create your own custom activity or question from scratch. Use text, number response, multiple choice, and web slide questions to engage students. Or upgrade to Pear Deck premium to add drawing and Draggable™ response types. With the Pear Deck add-on, you can leave audio instructions, descriptions, or examples for your students to hear while they read the prompts and respond to Interactive questions in your Pear Deck slides presentations.Starting Price: $149.99 per user per year -
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Q4
Q4
Replace your fragmented solutions with the AI enabled IR Ops Platform—a unified system for attracting investors, managing relationships, and keeping your finger on the market’s pulse. Be smarter, more efficient, and elevate IR into your company’s strategic advantage. Only Q4 works across every critical touchpoint between public companies and the capital markets. From building your website and virtual events to elevating how you engage with the markets, to transforming data into a proactive targeting strategy. With the Q4 Platform, public companies across all industries and market caps can launch and measure the impact of a complete investor relations strategy. With a platform approach, all data generated by investors across your program can be aggregated alongside shareholder analytics for insights to shape a communication strategy investors value while identifying and prioritizing the shareholders that matter. -
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CommonSubDoc
Formidium
Discover the Future of Fund Management and Investor Relations with CommonSubDoc. Our purpose-built, easy-to-use, cloud-based SaaS platform with CRM capabilities is the ultimate solution for fund managers, investment managers, and fund administrators. Why Choose Us? Experience: With years of experience in the financial industry, we understand the unique challenges faced by fund managers and investors. Innovation: We continuously invest in technology to bring you the latest features and ensure you stay ahead in a dynamic market. Security: Your data and investments are our top priority. Our platform employs robust security measures to keep your information safe. Customer Support: Our dedicated support team is available to assist you every step of the way, ensuring a smooth and satisfying user experience. -
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Quoroom
Quoroom
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! Quoroom equity management software is designed for companies' Founders and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with shareholders, store, share and sign documents, to vest and exercise equity options, convert securities, do dividend or interest payments and official filings, execute share transfers and other corporate actions.Starting Price: £9 per month -
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Seidat
Seidat
Seidat is a cloud-based slide deck platform for sales and marketing teams. Seidat makes it easy to manage your company's presentations from one place and scale them to your whole organization. There you can create, edit, share, eSign and present - online and face-to-face your interactive presentations. Seidat has unique matrix and hotspot navigation which makes the slide decks convenient to present interactively and change the path on the spot. Every slide you create or import from powerpoint goes to the slide bank. From slide bank, you can pick and choose slides for your presentations. This way creating new presentations is fast. In Seidat, you can use smart slides to keep everyone's different materials (with generic slides) up-to-date by just one click. From brand management, your marketing team can define which colours and fonts to use. Shared image bank with your original brand logos and pictures help with keeping the presentations according to your brand.Starting Price: €49.00/month/team -
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DeckRobot
DeckRobot
In 1 click turn your drafts into professional slides compliant with your corporate brand book. AI adjusts graphics with millions of slide examples for better story-telling. In 1 click format slide decks to be consistent with your brand. Use unlimited number of styles. You can format in your brand any slide deck you have (old documents, client materials, slides from the Web). -
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EQS IR COCKPIT
EQS Group
Innovative digital solutions and tools for investor relations managers. We digitalize your investor relations and support you in your daily IR work with our innovative IR products. EQS IR COCKPIT is the world’s first platform which brings together and coordinates investor data, contact management, disclosure obligations and news distribution in one tool. EQS IR COCKPIT was developed to improve the work of investor relations managers, with simple workflows, better results and added value for you and your investors. Meet mandatory publication requirements. With the disclosure module you can fulfill your disclosure obligations more easily and efficiently than ever before. Reach a wide audience with your financial news. EQS Newswire is a leader in the distribution of corporate and press releases. Worldwide, simple, secure and efficient. Simultaneous upload of news to your website, social media, and stock chart. -
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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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Dokie
Dokie AI
Dokie AI is a powerful AI PPT maker designed to simplify how presentations are created. Instead of starting from a blank slide, users can generate complete AI slides by simply entering text, uploading documents, or providing a topic. Dokie’s AI understands content structure, designs slide layouts automatically, and delivers ready-to-use presentations within minutes. As an intelligent AI presentation generator, Dokie AI supports multiple use cases, including business decks, pitch presentations, educational slides, and marketing materials. Beyond generation, users can also edit and refine slides directly inside Dokie, making it not just an AI Slides Generator, but a full AI-powered presentation workflow—from idea to final deck.Starting Price: $19/month -
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Vertalo
Vertalo
The private asset market is hindered by poor user experience and fragmentation between technology platforms. Vertalo connects and enables the security token ecosystem by utilizing blockchain technology to bring cap tables and investor management into the 21st century. Vertalo’s platform allows new and existing companies to streamline digital asset management and create liquidity. Vertalo’s on-chain secured cap tables give companies and investors more power and flexibility in managing assets. Create tokens to fractionalize ownership or list and trade on an exchange. Vertalo allows you to tokenize assets and distribute to investor wallets instantly. Vertalo's SEC-registered transfer agent platform streamlines and secures the data on the cap table through a sophisticated set of smart contracts that update entries based on on-chain confirmations. The advent of blockchain technology has opened up a world of possibilities in business and cybersecurity. -
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Pitch League AI
Pitch League AI
Elevate your pitch with your AI pitch deck coach. Pitch League is trained to give feedback on an ‘intro deck’ the deck you share with investors in order to secure a first call. -
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Praexo
Praexo
Investor feedback and intelligence is of utmost strategic value. Use data analysis to leverage this knowledge efficiently and autonomously. Leverage NLP and machine learning tools to simplify your understanding on investor data. Identify, target and construct a long-term shareholder base with proprietary data. Involve your board and top management thanks to a transparent & collaborative solution. Collect, classify and analyse all your investor feedbacks. Interpret investor perceptions and expectations through powerful data visualisation tools. Facilitate the traceability of investor data. Spot trends and issues amongst your investor base. Get a complete and true investor profiling which allows you to build a complete and accurate picture of your targeting. Predictive analysis allows you to improve your perceptions of existing or new investors and differentiate your equity story. -
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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. -
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BriefLink
BriefLink
BriefLink is a free, private, and trackable tool specifically designed for startup founders to share fundraising pitch decks with investors in a streamlined, secure way. Founders can upload their deck in formats like PDF or PPTX (up to a 30 MB limit), and generate a confidential link protected via email access, which can be disabled at any time. It offers analytics on investor engagement, such as view counts and read receipts, empowering founders to see who’s interested and how they interact with the material. BriefLink decks follow a vetted structure reflecting how venture capitalists typically review startups, and they include inline expert advice videos from top investors to help shape messaging and metrics. Integration with the Signal investor network amplifies visibility, while recommendations embedded in briefs can boost meeting rates by about 24%. -
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InvestorHub
InvestorHub
InvestorHub's software gives public companies more control through better shareholder engagement. Over 130 companies use InvestorHub's data-driven tools to efficiently engage shareholders, improve market communication, and maximize the impact of investor relations. The way public companies communicate with investors is broken. By focusing only on top shareholders and institutions, they ignore more than 99% of their investors. Without a strong shareholder base, your share price is dictated by forces outside of your control. By enabling companies to engage more shareholders, more efficiently, InvestorHub gives companies the tools to engage all their shareholders and turn them into active believers, driving better outcomes across the board. Whether you need to raise capital, optimize liquidity, or secure votes, the investor CRM helps you identify and connect with the shareholders that matter. -
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eFront Investment Café
eFront
Unorganized email chains and complex document-sharing tools can quickly complicate investor relationships, making it challenging for general partners to keep up with reporting requests. eFront Investment Café transforms investor relationship management, providing a modern, clean, and easy-to-use cloud-based investor portal in order to guarantee investors secure access to information anytime, anywhere, and from any device. Improve communication, strengthen investor relations, and free up time with eFront Investment Café. Securely upload and share sensitive information from your firm with investors, leveraging secured access to documents and data through an intuitive investor relations portal. Tailor your portal and customize content in order to promote your own brand. Control access and use of information by managing who gets to see and download information within the portal. -
47
tapybl
tapybl
tapybl is an AI-driven microlearning platform that transforms static content like PDFs, slide decks, videos, or even simple prompts into engaging, interactive video microlessons in minutes. With no video editing expertise required, users can upload their material or write a prompt and tapybl's AI generates narrated lessons complete with branching learning paths, comprehension checks, quizzes, and embedded interactivity. Each lesson also produces a standalone video and an auto-generated slide deck, so the content is reusable across systems. It supports export via SCORM or LTI to plug into existing LMS environments or use tapybl's native learning platform, which offers progress tracking, reporting, and learner management. Creators can further enhance lessons by building AI assistants trained on their materials, selecting tone and response style, and controlling where those assistants are available. -
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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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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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Slidebean
Slidebean
Our presentation software uses the power of artificial intelligence to automatically design your slides. Slidebean lets you focus on what matters most for your presentation: your content and storytelling. We've created hundreds of presentation templates, sourced from industry experts or relevant startups who have used them successfully. Our pitch deck templates provide you with an outline, where all you need to do is fill in the blanks. The storytelling is (mostly) solved on all our templates. Just follow the existing structure and replace the placeholders. Just replace the content with your company info. The design of the slides will automatically adapt to the amount of text you include. From startup pitch deck templates, to sales decks and business proposals. There are 100+ templates available on Slidebean.Starting Price: $96 per user per year
