Alternatives to Strata
Compare Strata alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Strata in 2026. Compare features, ratings, user reviews, pricing, and more from Strata competitors and alternatives in order to make an informed decision for your business.
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Asym Capital
Asym Capital
Enjoy lucrative returns while limiting your exposure to market volatility. Leverage our due diligence processes and strategic relationships with your investment capital. Gain access to institutional quality opportunities in a variety of asset classes. Invest in pre-vetted private equity transactions. Receive passive cash flow directly to your bank account. Track your investments through our industry-leading investor portal. We are not another crowdfunding platform. We are a technology-enabled real estate investment firm. Our compensation is highly weighted towards the performance of our assets, and we invest in each offering. -
2
Agora
Agora
Agora is a designated software solution for real estate investment firms to build trust with investors, accelerate every aspect of their business and grow faster with optimal operational efficiency. We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements. Automate your portfolio management, generate reports, distribute waterfalls, and streamline performance data.Starting Price: $599 per month -
3
Frxnl
Frxnl
We are proud to present India’s most advanced end-to-end digital ecosystem for Fractional Ownership in high quality real estate assets. We create a trustworthy & a completely transparent platform for you to easily invest & track the best assets available across the country. Build a diversified investment portfolio with a wide range of product options. All investment properties are sourced, screened and end-to-end managed, by professionals with deep domain experience and proven performance track records. Invest with us with complete peace of mind. Trustee managed Escrow Accounts, legally vetted properties, third-party valuations, corporate governance with investor control, and no hidden costs. India’s first end-to-end digital platform for Fractional Ownership with customer at the center of our design. Get personalized support from an appointed Relationship Manager. -
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fractional
fractional
fractional makes real estate investing inclusive, collaborative, and hassle-free. Bring your friends or use our network to easily propose, collaborate, and act-on co-investment opportunities for 10x less time and money. Bring your friends and search for an investment property together or join investment opportunities proposed by fellow investors in the fractional network. Share and learn with our community. Our customizable co-ownership legal agreement and secondary marketplace give our investors more liquidity options and a framework to collaborate on decisions. We handle the entire property acquisition and admin process such as incorporation, bank account creation, financing, closing, property management, and more through our partner network. fractional owners make 40% more compared to REIT and crowdfunding investors through significant tax benefits from true real estate ownership and no annual fees. -
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Assetmonk
Assetmonk
Assetmonk is an Alternative Real Estate Investment Platform that brings high quality structured assets with assured returns for smart investors. By being investor-first, Assetmonk has been helping investors prioritize their financial goals and achieve what’s important to them using the most potent investment philosophy – invest with a purpose. -
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EquityMultiple
EquityMultiple
Industry-leading underwriting, informed by decades of CRE experience and proprietary methodologies. A team of experts with over $75 billion of combined transaction experience, working for you. A rigorous multi-step due diligence and investment structuring process to help protect your interests. Vigilant asset management through the lifetime of each investment you make. Transparent reporting, investor services are dedicated to you. A constant focus on protecting your principal and maximizing your returns. Efficient, transparent, secure investing, tailored to your needs. An intuitive investing experience you can access anytime, anywhere. The simplicity of your online brokerage account, now for private-market real estate investments. Our dedicated investor relations team is standing by to help simplify your real estate investing process. Invest in high-yield, professionally managed real estate, starting with as little as $5K. -
7
Upcide
Upside Investech Networks
Democratizing alternate asset investments by embedding technology to enhance transparency in deal discovery, deal assessment, transaction, and asset management. We provide end to end support to investors in identifying the right assets, leveraging knowledge and insights to enable informed choices.Starting Price: $1,250 per contribution -
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Roofstock
Roofstock
Founded by pioneers in the single-family rental space, Roofstock has assembled a world-class team of real estate and technology professionals committed to a clear mission. Making real estate investing radically accessible, cost-effective and simple. Roofstock is building the world's leading real estate investment marketplace. Our mission is to make ownership of investment real estate radically accessible, cost-effective and simple. Our platform lets everyone from first-time investors to global asset managers evaluate, purchase and own residential investment properties with confidence from anywhere in the world. Since launch, we've surpassed $4 billion in transactions and continue to disrupt the industry with cutting-edge technology and innovations. Online marketplace for buyers and sellers of investment properties and portfolios. Whole or fractional ownership shares of fully managed investment properties. -
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Fraction
Fraction
Invest, sell and manage fractional ownership of anything from a small stake in an art piece, a 10% ownership in a city condo to managing your funds investor interest on our world first plug and play platform. From the initial digitisation and fractionalisation of an asset, the initial offering of those fractions to investors, the subsequent trading of those fractions between investors, and anything in between. Whether you are a seller or a buyer, a lender or a borrower, a big company or an individual with limited capital. We also help companies, administrators and promoters manage ownership of co-investments, crowdfunding, pooled capital, and much more. Fraction brings together everything that's required to help you achieve your fractional ownership objectives. We bring together everything that’s required to build solutions for the listing and trading of asset-backed tokens. -
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Yield Asset
Yield Asset
Stock market, mutual fund and real estate prices move differently. Hence, a rented office investment in the portfolio reduces effects of economic shock and market meltdowns. Potential to provide an inflation hedge since rents can adjust for inflation with pre-agreed increment in rentals. Office investment with contracted multi-year leases with fixed rentals provides stable income stream. Yield Asset simplifies commercial real estate investing, giving members access to vetted commercial real estate opportunities with the potential to generate income. Our team has deep knowledge and combined experience of 100+ years in real estate investment, finance, and development. To be the most trusted platform with asset-level transparency and ease of liquidity. -
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Fracsn
Fracsn
Once you select a property, we will help you invest your fraction in the property. We'll take care of the process end to end. Best Real Estate in the market is generally not accessible to individual investors because it requires large investment (typically in Crores) and it must be funded with cash (because loans are not available). In addition, it requires professional due diligence and management to get the best returns out of it. You are investing alongside select set of people who share the common goal with you. With Fracsn's well-defined governance model - you can be assured that your interests are always protected. All the data lives on Fracsn platform so that your investment and sale experience is smooth. Digital First is still supported through government and regulatory compliance. -
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SplitXchange
SplitXchange
Build a diversified portfolio starting with just $1. Invest in what you love, at your own pace. With our intuitive portfolio builder, you can easily discover and invest in a variety of exciting assets, all in one place. Our user-friendly platform allows you to browse investment opportunities, invest in fractions of assets, and track your portfolio performance, all in a few simple steps. Easily add funds and explore investments tailored to your goals. Build your dream portfolio one investment at a time. Manage your investments in one place on the go. Go beyond traditional stocks and bonds. You can invest in the things you love, like art, music, real estate, and film. Invest in your passions and diversify your portfolio. SplitXchange is a registered technology company with a regulatory license to develop, deploy, and host digital assets. As a multi-asset exchange, it provides access to alternative investment assets, powering our innovative split economy model.Starting Price: Free -
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Rally
Rally
We source, verify, and acquire the most noteworthy items from collections and individuals all over the world. We turn that item into “a company” via regulatory qualification, then split it into equity shares. We open an “Initial Offering” on Rally where investors of all sizes can purchase shares & build their portfolio. After 90 days, investors have the chance to sell shares in-app or add to their position on periodic trading days (through registered broker dealers). Browse & explore investments in a way you never have before. We tell the story behind each of the unique investment-grade collectibles including provenance reports, photos, videos, records & receipts, and history, all through an interactive journey that starts at the item’s creation and ends in the palm of your hand.Starting Price: $10 per share -
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Elephants
Elephants
Elephants is a co-ownership platform that fractionalizes real-world, highly collectible luxury watches. It aims to democratize access to this €79 billion market asset class, which until now has been in the hands of very few people. Retail investors want to diversify their portfolios by investing in luxury watches, but they often can't do so due to the high entry-level prices, authentication concerns, and scarcity. We fractionalize luxury timepieces, giving investors the chance to buy shares of iconic watches without breaking the bank. All our timepieces are authenticated, insured, and safely stored. Elephants is an innovative and data-driven tech company, revolutionizing the luxury watch market with cutting-edge technology. We are proud to be the first web platform dedicated to this market, and our passion for watches is matched only by our reliance on quantitative analytics and data to identify the assets with the highest potential. -
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RealX
RealX
Property is the biggest asset class that everyone invests in, irrespective of their wealth. Apart from involving bulk money, property investing process has traditionally been very complicated and involved. New age property investing must be an experience on par with other assets. No Compliance burden as we don't hold the asset in an SPV. Property Due Diligence and Commercial Reports from established empanelled 3rd party organisations. RealX platform uses PropChain its own Private BlockChain Network, to securely record all property co-ownerships and any claims marked on them by our partner financial institutions. Fractional ownership is a method in which a property (or any other asset) is co-owned by several unrelated parties. -
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hBits
hBits
Rental payments are secured by leave and license agreements that have a lock-in of three to five years. Furnishing and fit-outs of premises are funded by the tenant which ensures tenant - asset stickiness. Security deposit of at least six months provides a buffer period to lease out asset, in event of early exit. A unique and compelling investment to diversify portfolio consisting of traditional equity and debt instruments. Micro-market selection, through analysis of supply-demand dynamics, will guide possibilities of capital appreciation. Contractually rental rates escalate 15% every three years, enabling a boost to the yield of grade a commercial assets. No new or subsequent capital expenditure required for such assets. There are no hidden or unknown expenses involved in owning a preleased asset. Hard asset ownership provides downside protection, compared to other asset classes. -
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BRXS
BRXS
BRXS is a fractionalized real estate investment platform where you can easily invest in rental properties, earn passive income from rent, and benefit from appreciation. On our platform, everyone can learn about real estate, discuss and discover opportunities with other members, invest with their friends, and get helpful insights. A perfect harmony of social and sustainability. This is only the beginning. We are working towards a future where all aspects of real estate investing are accessible to everyone! -
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Accelex
Accelex
Data-driven alternative investment insights, faster, with greater transparency, and at scale. From acquisition to analytics, redefining alternative investing. Accelex allows investors and servicers in alternative assets to quickly and easily acquire, extract, and analyze investment data. Using artificial intelligence and machine learning, Accelex allows clients to automate the accessing, extracting, organizing, and analyzing of data from alternative investment portfolios. This offers clients a more complete picture of investments from the overall portfolio all the way down to the underlying assets. The Accelex platform empowers portfolio insights and better investment decisions, faster, more accurately, and securely. Accelex's cutting-edge technology allows investors and servicers to integrate data from their private investment portfolios. Firms can automate the process of accessing, extracting, and organizing unstructured performance and transaction data. -
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Yardi Investment Suite
Yardi
Yardi Investment Suite provides a fully connected solution that improves communications with current and prospective investors. Manage new investment opportunities including the subscription process and track activities, tasks and correspondence to build and grow relationships. Centralize and manage contacts, track current and prospective investor activities and improve collaboration by providing access to information to internal stakeholders. View and approve key metrics, reports and documents prior to publishing to the investor portal. Reduce costs and increase operational efficiencies by automating your entire investment accounting, performance measurement and investor reporting cycle with Yardi Investment Accounting. Combined with the comprehensive operational accounting and management features of Yardi Voyager, and the front office investor relations capabilities of Yardi Investment Manager, Yardi Investment Accounting provides full transparency from investor to asset. -
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Regal Assets
Regal Assets
Maintaining an almost flawless reputation profile is no easy task. Putting our customers first and providing all the necessary education to make sure the customer is 100% comfortable moving forward with their investment. Having a non-pushy sales approach. Unlike many companies who try to push their clients into certain products because they yield higher fees and commissions, we strictly focus on products that suit the individual needs of each investor. Providing a transparent fee and commission schedule. You’ll know everything it will cost you before you sign anything. We are the first company in the industry to receive a crypto trading license and we are also one of the first to offer all major crypto assets as part of a retirement account, not just Bitcoin. Regal Assets aims to be every investor’s one stop shop when it comes to metals and cryptos investing. The company however specializes in helping individual investors add metals and cryptos to their investment portfolios. -
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Collectable
Collectable
Sports collectibles are where passion meets profit – an asset class with a long history of strong, stable, diversified, and inflation protected returns – with a healthy dose of fun! Our offerings include some of the most iconic and rare sports collectibles in the world, curated by experts for their historical and cultural significance and prospective performance over time. Collectable offers a single, secure online platform to browse investments, review due diligence materials, sign legal documents, and trade shares. We file an offering circular with the SEC, allowing anyone to invest on our market-leading platform. Our experts curate the most rare, valuable, & exciting sports collectibles from around the globe. A buyout offer is accepted for all shares in an asset, after the shareholder survey. -
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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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Valere
Retransform
Valere is designed to help asset managers, investors, lenders and brokers make informed decisions about their assets. Whether you need to determine value for acquisitions or dispositions, prepare detailed cash flow analysis or understand overall financial performance, Valere has your answer. Into the performance of your assets throughout the investment lifecycle. Save time on budgeting. With an outlook to transform your data into optimal investment decisions. Manage multiple property valuations, investments, budgets and portfolios. -
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GROUNDFLOOR
GROUNDFLOOR
GROUNDFLOOR offers short-term, high-yield real estate debt investments to the general public. We believe that everyone should have the freedom to invest on their own terms. Setting up your account is quick and easy. Choose the amount you’d like to invest and get started with as little as $10. Build your own portfolio of short-term, high yield, real estate debt investments based on your own personal risk/reward profile. Or let our investment wizard guide you. Link to your bank account through our secure encryption partner to transfer funds to begin investing. With GROUNDFLOOR, your financial future is already looking up! Debt products inherently carry less risk, which is why we’ve been able to generate consistent 10%+ returns for our investors over the past six years, with repayments received in 6-9 months on average. GROUNDFLOOR was built on the belief that there’s a smarter way to capitalize America by opening private capital markets to individual investors. -
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Summer.fi
Summer.fi
Summer.fi is a decentralized finance (DeFi) platform that uses AI-driven optimization to offer users high-yield investment opportunities with minimal effort. The platform’s Lazy Summer Protocol automatically rebalances users’ investments across the best-performing DeFi protocols, ensuring they earn the highest yields available. Summer.fi offers transparent, secure, and easy-to-use solutions for asset management, with no lockups or withdrawal delays, allowing users to maintain complete control over their assets. The platform features a governance token, $SUMR, which enables users to participate in protocol decisions and earn rewards. -
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Seraf
Seraf
Gain powerful insights to improve decision-making and make smarter investments. Track capital commitments, calls and fees. Update valuations quickly. Manage holdings from one web dashboard from introduction to exit. Seraf guides you through a few easy steps to get your portfolio up and running quickly. Get an overview, develop insights and generate reports in no time. Designed by active, early stage investors with over 25 years experience in fund creation and management, Seraf efficiently handles the complexities of today's early stage investment landscape. Developed specifically to meet the needs of early stage investors, Seraf provides the precise tools you need to manage your portfolio efficiently. -
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iLEVEL
S&P Global
Gain new visibility and control over your investment data. iLEVEL is the transformational software solution that brings new transparency and insight to alternative investment portfolios. As the core of our private market solutions, iLEVEL helps general partners and limited partners streamline data collection, portfolio monitoring, analytics, valuation, and reporting. Manage the flow of data and create a single source of truth to make informed decisions and communicate transparently with investors, auditors, boards and other stakeholders. Transform your data collection with services that automate and standardize data acquisition and management. We help both GPs and LPs achieve quality and completeness of information with sophisticated technology and an experienced data team. -
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Masterworks
Masterworks.io
Masterworks is the first platform for buying and selling shares representing an investment in iconic artworks. Build a diversified portfolio of iconic works of art curated by our industry-leading research team. Our research team uses our proprietary data to determine which artist markets have the most momentum. Our acquisitions team locates what we believe is a good piece, at a fair price, and we purchase the work. Wait until we sell the painting to receive your pro rata proceeds, after our fees. We use a proprietary data set to understand which artist markets are accelerating quickly and have the most attractive historical price appreciation rates. As a member, you can access this database for free to do your own research. Once we decide which artist markets are appreciating at auction, our acquisitions team locates and chooses the best example available by value to offer to our members. -
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Prometheum
Prometheum
Prometheum provides a solution for digital asset securities investing — bringing together a blockchain-powered platform with the benefits of a securities-regulated marketplace. Prometheum is the next step in the evolution of capital markets. We’re introducing accountability, integrity, and investor protections to the digital asset economy. For the first time, you can access digital asset securities with the investor protections you’ve come to expect. Prometheum ATS supports the trading of certain digital asset securities that currently only trade on crypto exchanges. Diversify your portfolio mix by investing in the “crypto asset” class with guardrails and investor protections afforded by securities laws. Prometheum provides the necessary connection between traditional financial systems and crypto investing by adhering to a regulated securities framework for digital asset securities trading. -
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Diligent Equity
Diligent
Diligent Equity is the only fully-integrated portfolio and cap table management platform investors will ever need. Better manage your investments, portfolios and LPs. Say goodbye to sloppy data and enjoy an accurate view of your fund performance. With real-time performance tracking of your investments, Diligent Equity is your single source of truth across your investment portfolio no matter what cap table software your companies use. Track performance across funds in one central dashboard investment multiples and different IRRs. Access real-time numbers pulled directly from your most up-to-date positions, cap tables, waterfalls, and valuations. Collect and track company KPIs from your portfolio companies from investment to exit. Use Diligent Equity’s managed services for updating and error-checking, and white-glove onboarding of portfolio company cap tables and KPIs. -
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farm.army
farm.army
farm.army enables DeFi investors and yield farmers to track your farming and pool performance on a variety of different blockchains. Type in the asset you want to provide, Sort yield aggregators by best APY, and enjoy up to a few thousand percent return on your investment. -
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Percent
Percent
Percent is a digital investment platform that grants accredited investors direct access to the private credit market, a traditionally institutional-only space, via a transparent marketplace of debt-investment opportunities. Users can browse curated notes and loans backed by assets such as invoices or cash-flow generating businesses, then invest in deals with term lengths typically between six to thirty-six months and coupon rates advertised potentially up to 20%. The platform’s technology enables full deal-level transparency; investors can view borrower profiles, track performance via real-time surveillance reports, and monitor interest income and principal repayment once a deal matures. Multiple deal types are supported, including asset-based securities, corporate loans, and diversified “Blended Notes” that bundle exposures for portfolio efficiency. -
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Invest for Excel
DataPartner Software
Focus on your business numbers, rather than layout and formulas with Invest for Excel. The software solution for capital budgeting, financial modeling and valuation, Invest for Excel is trusted by over 1,600 international customers across a wide range of industries. It enables managers, investment analysts, controllers, investors, as well as production, marketing, and engineering teams to prepare complete cash flow models, introduce transparency in analytical calculations, and standardize investments analysis process in the whole organization.Starting Price: $384.00/year/user -
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Dion Portfolio Tracker
Dion Global Solutions
Keeping track of multiple investments’ performance and consolidate all the investments in a single location for quick and easy access is a huge time-consuming hassle. Dion’s intelligent Portfolio Tracker is designed to help investors manage their investments across multiple asset classes with a simple and easy-to-use online platform. Thousands of investors and financial advisors in India now use Dion’s Portfolio Tracking and Reporting tools to manage and analyze their investment portfolios across different asset classes, such as equities, mutual funds, FDs, loans, real estate, derivatives, borrowings, and commodities, etc. Portfolio Tracker consolidates all investments automatically, which enables Investors & their RM to monitor the performance of their investments with just a few clicks across all devices, accessible from anywhere, anytime. Offers intelligent, value-added reports like transaction reports (date, yearly, or industry-wise), annualized returns, etc. -
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otris corporate
otris software
Optimize your investment management with otris corporate. You get transparency on the information you need for successful control and administration, clear organizational charts, structured data and documents, traceable company developments and customized reports. Investment management has the task of implementing an investment strategy, organizing investment administration and establishing standardized investment controlling. Up-to-date, consistent information on locations, investors, committees and mandate holders is a prerequisite for implementing the tasks. If data and documents are distributed in different places in the group, the compilation is not only cumbersome, but also uncertain: Is the information up-to-date? Is it complete? What are the interrelationships between the investment data? And what developments have led to the current status? The solution, a central software system for investment management. -
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SyndicationPro
SponsorCloud
On SyndicationPro's real estate investor portal, Investors can view a digital PPM and deal documents, invest via multiple profiles, and eSign to invest. Users can also access investment updates and distribution updates through a simple user interface. Our real estate investor portal software allows investors to track their investments across different profile types, generate investment reports, and download all offering and tax documents. Lower operational overhead on investor relations. Make yourself available, digitally, 24/7, 365 days a year! Deliver an effortless experience that won’t confuse or deter even your most tech-challenged investor. Thousands of investments later, we have perfected the investor experience to ensure they can find exactly what they need and do what they set out to do with ease. This saves you time as fundraising for your real estate syndications is seamless and investors remain happy and confident in your process. -
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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. -
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Pepper
Pepper
Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity to regulations and security. Pepper is the industry-leading cloud-native investment data platform with powerful CRM and analytics capabilities to make managing your holdings as efficient as possible. Built by industry veterans in conjunction with alternative asset managers, Pepper honors the integrity and transparency of the investment management industry. Pepper harnesses deal data for agile and profitable deal-making, optimizing portfolio investments and simplifying investment complexity. We demonstrably deliver increased ROI while reducing risk. Pepper provides alternative asset managers with insights into what investors want to know about their investments, portfolios, and returns. With our integrated data platform we’ll help you enhance your investor storytelling. Our proven and extensive data management platform delivers an efficient way to manage complex compliance processes. -
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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. -
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Cadre
Cadre
Build your own commercial real estate portfolio at the intersection of private equity and technology. Over the past six years, we have developed an innovative platform that gives you direct access to highly curated commercial real estate investments alongside some of the largest financial institutions in the world. Cadre members benefit from our rigorous technology-driven, experience-led investment selection process with greater transparency and low fees. We believe every investor deserves access to institutional-quality real estate. A key tenet for building a sound investment portfolio is diversification. That’s where real estate comes in. Due to its low correlation to stocks and bonds, the inclusion of real estate to a multi-asset portfolio is designed to reduce volatility and enhance returns. Real estate is a critical part of a sound investment portfolio. Real estate performance has low correlation to public markets and is structured to provide a hedge against market volatility. -
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Climate Alpha
Climate Alpha
AI-powered analytics to navigate climate volatility and future-proof global investment. Climate Alpha works to model the financial impact of climate change, optimize portfolios, and drive sustainable investing globally. Our enterprise SaaS platform blends climate models, data science, and spatial finance to guide investors in allocating capital to climate-resilient assets anywhere across the globe. Our product suite spans defensive risk analysis to offensive fund construction. Identify optimal locations for acquisitions based on investor mandates according to dozens of geocoded and proprietary datasets. Screen locations according to climate, socioeconomic, and market criteria. Rank and compare markets for more confident site selection. Strategize asset-level adaptation investments. Perform due diligence for acquisition targets. We incorporate both risk and resilience metrics to provide a more accurate depiction of a location's performance amidst climate volatility. -
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AppFolio Investment Management
AppFolio
AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. The on-demand, one-login platform provides flexible and powerful tools to streamline fund and syndication management. Provide investors with a self-service Investor Portal for easy 24/7 access, view at-a-glance dashboards, and access a robust CRM system to streamline fundraising processes and better communicate with investors. Created by the award-winning team behind AppFolio Property. The AppFolio Investor Portal gives investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital. Provide investors with real-time, 24/7 access to a summary of their investment positions, and their invested and distributed capital. Investors can visit the AppFolio Investor Portal to easily find reports, tax forms, and other shared documents and securely sign agreements.Starting Price: $600 per month -
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dHEDGE
dHEDGE
Find the best investment managers and automated strategies in DeFi. Get exposure to not only the best assets on Polygon, but also earn a yield through farming strategies. Earn a stable yield on Polygon through market neutral yield farming strategies. Stable returns regardless of market conditions. Powered by Synthetix, trade synths on Ethereum with 0 slippage. dHEDGE aims to create a permissionsless, unstoppable protocol for asset management. dHEDGE portfolios are powered by the Synthetix derivatives liquidity protocol. The power of dHEDGE is to connect investment managers and traders with investors who can mirror their strategy. This is done in a way where investment managers are not able to withdraw investor funds thanks to dHEDGE's smart contracts. -
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EquityZen
EquityZen
EquityZen is a financial technology investment platform and private market marketplace that connects shareholders of private companies (often employees or early investors looking to sell their equity) with accredited investors seeking access to pre-IPO investment opportunities. It simplifies secondary market transactions in late-stage private company stock by providing a clear process and structured investment products that help introduce liquidity to traditionally illiquid private markets and enable participation in the growth of leading private firms. Since its 2013 launch, EquityZen’s marketplace has facilitated tens of thousands of private placements across hundreds of companies, bringing together buyers and sellers and offering pooled investment vehicles and direct share acquisitions to accredited investors. Its tools and network aim to unlock equity compensation value for shareholders while giving investors diversified access to private company shares. -
45
Macroaxis
Macroaxis
Discover thousands of sustainable investment opportunities across different asset classes. Invest in what you are passionate for or care about. Macroaxis is a sophisticated yet simple to use personalized wealth optimization service that delivers measurable value in the form of improved return on investment portfolios of self-guided and socially-responsible investors. Our platform enables investors to generate efficient long-term portfolios in any economic environment across multiple markets. Our technology is based on both traditional and evolving trends in fintech to empower investors with the most affordable digital wealth advisory service. Enjoy unlimited access to our highly scalable wealth optimization engine by joining over 100,000 satisfied investors who build over 20,000,000 optimal portfolios with Macroaxis. -
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Tradeteq
Tradeteq
We support transparent and frictionless transactions. Originators and investors can efficiently access the trade finance market and better understand, execute, and manage investments. We specialise in trade finance, facilitating seamless collaboration across the entire investment lifecycle through one secure, scalable, centralised platform. Our cloud-based technology and API integration create a seamless user experience, reduce costs, and eliminate error prone manual processes. Tradeteq's Securitisation as a Service makes trade finance accessible for institutional investors. Tradeteq transforms trade finance assets into capital markets products. Tradeteq's technology and workflow management tools simplify and automate the entire trade asset distribution process. -
47
CRYPTO20
CRYPTO20
We used extensive backtesting and data science to create a fund that rebalances on a weekly basis and caps each asset at 10%. In 2017, our team successfully pioneered the first tokenized crypto-only index fund, which used the seed funding to buy the underlying crypto assets. There are no broker fees, no exit fees, no minimum investment and full control over your assets. Full blockchain transparency. CRYPTO20 provides a way to track the performance of the crypto markets as a whole by holding a single crypto asset. Index funds have consistently beaten the average managed fund since their inception. There are literally thousands of cryptocurrencies for investors to choose from. Choice paralysis: choice adds cost, complexity and the need for advice. CRYPTO20 eliminates this complexity for the new crypto investor. CRYPTO20 eliminates all the third parties involved in taking 'cuts' of investor returns by going direct to the end-user as a token itself. -
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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. -
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PyInvesting
PyInvesting
Our backtesting software is built for investors who want to make better decisions. Simply select your instruments and provide details on your strategy. We crunch the numbers and evaluate your strategy's performance. Our backtesting software reveals the simulated positions held by your strategy. Receive email updates with your live orders and portfolio positions. A simple and powerful platform for investors to customize, backtest and go live with their own investment strategies. PyInvesting empowers investors to make data-driven decisions. PyInvesting is designed for both beginners and professionals to explore their strategies and portfolio ideas. For investors who are more focused on the number crunching, the quantitative part of investing, PyInvesting is here to help make your life easier. PyInvesting is a powerful tool that helps investors backtest and go live with their investment ideas without writing a single line of code.Starting Price: $19.90 per month -
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Ondo Finance
Ondo
Ondo Finance makes decentralized finance available to anyone, providing users with a choice between downside protection and higher returns. Ondo splits pooled LP assets into multiple investment classes. Ondo Finance allows crypto-asset investors to trade the risk and reward balance of pooled assets. Existing yield in crypto-asset markets is in the form of volatile rates derived from a complex source of inputs. Ondo significantly broadens the investor base that can capitalize on these yields by establishing fixed yield positions with reduced risk and comprehensible exposure, while simultaneously providing new forms of leveraged exposure to experienced crypto-asset investors. In this implementation we restrict investors into two groups: fixed and variable yield positions. The fixed yield position will receive a fixed percentage over its initial investment. The variable tranche will receive all excess returns after the fixed yield receives its payout.
