Best Private Equity Software for Freelancers - Page 2

Diligent Equity will be the only platform that investors need to manage their portfolios and cap tables. Manage your investments, portfolios, and LPs better. Say goodbye to inaccurate data and enjoy a clear view of your fund's performance. Diligent Equity's real-time tracking of investment performance is your single source for truth in your entire portfolio, regardless of the cap table software used by your companies. Track performance of funds on one dashboard, including investment multiples and IRRs. You can access real-time data directly from your latest positions, captables, waterfalls and valuations. Track and collect company KPIs for your portfolio companies, from investment to exit. Diligent Equity offers managed services to update and error-check cap tables and KPIs for portfolio companies.

Innovative experiences, streamlined workflows, and curated content are tailored to enhance distribution and simplify the investor service functions for global asset managers, private equity firms, real estate organizations, hedge funds, credit institutions, and funds of funds. A CRM specifically designed for your industry allows you to efficiently manage contacts, investors, prospects, commitments, and deals. It offers branded, institutionally wrapped communications suitable for private placements. This portal serves as an ideal entry point at a competitive price, particularly for firms lacking a dedicated portal, enabling rapid deployment and a polished presentation to investors. It encompasses all essential workflows and tools necessary for effective reporting and communication. By integrating CRM and performance dashboards, it elevates the Essentials Portal significantly. This solution is particularly useful for firms looking to transition away from Excel or other outdated methods of contact and investor relationship management, allowing them to operate more professionally and enhance their reporting capabilities. Ultimately, this platform empowers firms to elevate their standards and streamline operations, setting them apart in a competitive landscape.

Atominvest offers next-generation technology solutions for Alternatives investment managers. Atominvest's integrated tech solutions are flexible enough to fit your business. They can help you source deals, raise funds, manage investor relationships, and monitor your portfolio. Our cutting-edge tech systems allow Alternatives fund managers manage their investments and investor base efficiently using one software solution. The software allows fund managers to streamline their investor journeys, including onboarding, fundraising, and client reporting, and it provides functionality and workflows.

For private equity real estate firms, accurately calculating distributions for equity investors is essential, yet managing complex waterfalls within delicate Excel spreadsheets diverts valuable time and resources from more strategic initiatives. As your firm continues to expand through acquisitions, the burden of calculating distributions for each project will only become more cumbersome for your team. Moreover, as investor expectations shift regarding how they receive and understand their investment information, it is imperative to adapt. Investors not only require the established trust of your relationship but also demand constant availability and transparency in their communications. In today's landscape, modern wealth management and investment platforms offer advanced web and mobile portals, setting a new standard that now extends to commercial real estate investments. To meet these evolving expectations, implementing an investor dashboard that integrates all relevant data—such as distributions and investment details—will be crucial for enhancing the overall investor experience and streamlining communications. This approach will ultimately allow your team to focus on more impactful tasks while ensuring that investors remain informed and engaged.

FolioSure provides Private Equity (PE) or Venture Capital (VC), firms an advantage in portfolio monitoring, data operations functions, and portfolio monitoring. FolioSure, a cloud-based portfolio-monitoring system that tracks and compares portfolio companies' performance, is an end-to–end cloud-based tool. It can be integrated into your existing tech stack and processes and customized according to your requirements.

Software for Private Equity and Venture Capital. Software that seamlessly manages your deal flow and tracks portfolio performance. Your tech stack is likely to contain important insights, metrics, or data. Kushim connects entire investment teams together, so you can spend less time trying solve the puzzle and more time exploring the next big thing. Kushim creates tools that are tailored for investors. User-friendly designs make it easier to track deals and watch your companies grow. We have you covered, whether you're a VC or family office investor, or Angel investor. We have worked with top-notch investors from all backgrounds to ensure your needs are met. Kushim offers Kushim Portal, Kushim Management, Kushim Dealflow, and Kushim Management.

Cascade Suite is designed to cater to both fund administrators needing enhanced precision and control across various funds with a scalable private equity software solution, and asset managers seeking an economical reporting and reconciliation tool for their deal-by-deal waterfall calculations. It ensures increased transparency and compliance for both investors and regulators, automates intricate allocations and calculations, and significantly lowers operational costs. These advantages represent just a fraction of what Cascade Suite offers. This robust and adaptable proprietary software serves as a highly efficient solution for your alternative investment framework, effectively supporting sectors such as private equity, real estate, venture capital, hedge funds, mutual funds, and managed accounts. With its diverse deployment options, Cascade Suite is poised to transform your investment management processes.

LenderKit offers a versatile white-label crowdfunding solution tailored for regulated investment enterprises. With LenderKit, you can establish a peer-to-peer lending platform catering to both individual and corporate investors as well as fundraisers. Transition your traditional business model into a digital realm and create an equity crowdfunding platform specifically designed for small and medium-sized enterprises or property financing. Utilize LenderKit to embark on real estate crowdfunding ventures or develop a comprehensive REIT management system. The crowdfunding landscape for industries such as SME and real estate has become essential to the economy, while sectors like green energy and agriculture are rapidly gaining traction. Depending on your preferences, LenderKit can be adapted to align with your specific industry, comply with your country's regulations, and meet your business objectives. Whether you choose to leverage it as a white-label crowdfunding software for stakeholder presentations or to create a fully operational platform, LenderKit provides the flexibility needed to succeed in your crowdfunding endeavors. This adaptability ensures that you can effectively respond to market trends and the evolving needs of investors and fundraisers alike.

Join a community of over 1,800 individual investors who have united through Moonfare to collectively invest €1 billion in private equity. Seize the opportunity to invest in premier funds from some of the most esteemed firms globally, with entry points starting at just €50,000. Gain insights similar to those of institutional investors, as the highest shareholder value often arises from private markets—funds available on Moonfare have delivered an average IRR of 19%, surpassing the S&P 500 by 13%. In today’s landscape of negative interest rates, fluctuating public markets, and challenges in sourcing real estate, private equity presents a savvy alternative for investors. Moonfare eliminates barriers with low minimum investments, a fully digital process, and a distinctive secondary market. You can tailor your investments by selecting individual funds or opting for one of Moonfare's Portfolio products. Additionally, we provide opportunities to engage in auctions for existing fund investments through the Moonfare Secondary Market twice a year, enhancing your investment experience even further. This innovative platform empowers investors to access exclusive opportunities previously reserved for the elite.

AngelList provides essential tools designed to support startups, investors, and fund managers in driving innovation forward. By using AngelList, you can effortlessly oversee your company's cap table, manage fundraising efforts, handle employee offer letters, and much more—all within a unified platform. Focus on developing your business, while AngelList manages the intricate details for you. Simplify your fundraising journey with AngelList Raise, which streamlines the processes of accreditation, signatures, banking, and other tasks for both SAFE and equity rounds. Raise capital efficiently with just one entry on your cap table. Additionally, Roll Up Vehicles™ offer founders a convenient single link for investors to commit and transfer funds online, with AngelList managing the subsequent steps. Discover a variety of Rolling Funds to find the perfect match for your investment strategy. You can subscribe on a quarterly basis, invest alongside leading VCs, and modify your investment amount as your objectives shift. Access numerous high-quality deals and funds, spearheaded by top professionals in the industry, with just one check. Furthermore, consider investing in the AngelList Access Fund to enhance the diversification of your investment portfolio and explore new opportunities.

Venture Capital and Private Equity investors can harness the power of alternative data to source, track, and do due diligence. Alternative data can provide rich signals about the universe of private businesses, solving the problem with limited financial or traditional data. To unlock investment insights, it is best to create a holistic view by consolidating different datasets to analyze companies' performance. Credit card data, bank transaction data, and retention cohorts. User reviews, Net Promoter Scores, product ratings. Mobile and web activity across devices and domains. With detailed query-based searches, you can find companies that are relevant to your needs. Multi-metric analysis provides performance indicators on companies. Use our AI-suggested peer comparators, or create your own peer groups for the companies that you are interested in tracking.

In today's intricate and fiercely competitive investment environment, staying ahead of the curve is essential. Leveraging the right technology can significantly increase your chances of success. Introducing Advent Portfolio Exchange (APX), recognized as the first all-in-one solution for both client relationship management and portfolio management. As a key component of the robust Advent Investment Suite, APX integrates all aspects of your organization—front, middle, and back offices—into a cohesive platform. It offers tailored deployment options, whether installed locally or delivered via the cloud, with or without additional outsourcing services. With comprehensive support for composite management to ensure GIPS compliance, APX allows for the management of nearly every asset class on a unified technology platform. It adeptly manages standard investment vehicles such as equities, fixed income, mutual funds, foreign exchange, and derivatives, alongside alternative assets like private equity. This integration minimizes the need for manual processes, enhances accuracy, and provides a timely and thorough overview of portfolios, strategies, positions, and cash flow. Ultimately, APX empowers you to navigate the complexities of investment management with greater ease and efficiency.

PreIPO® stands out as a revolutionary global fintech entity. This transformative private equity platform is meticulously crafted to enhance distribution, boost liquidity, and make the capital formation process accessible for issuers, intermediaries, and investors alike. Serving as a central hub, PreIPO enables accredited investors and qualified purchasers, including both on-shore and off-shore family offices, to effortlessly explore and engage in pre-IPO transactions. We collaborate with professionals from the financial services sector, such as investment bankers, broker-dealers, private equity firms, hedge funds, and venture capitalists, to feature their investment opportunities. By utilizing the PreIPO platform, participants can leverage state-of-the-art technology, exclusive tools, and invaluable insights to ensure optimal distribution and liquidity. Ultimately, PreIPO is committed to transforming the landscape of private equity and making significant strides towards greater financial inclusivity.

Our cloud-based solution offers a seamless way to gather, assess, and present ESG data from your investment portfolio with just a few clicks. You can initiate data collection requests that come with automatic reminder notifications for ease of use. The platform provides user-friendly tools to effectively measure greenhouse gas emissions, specifically carbon outputs. With the ability to analyze trends through engaging visualizations, key insights, and comprehensive scorecards, you can easily compare specific metrics against industry benchmarks to evaluate your performance. It features industry-relevant indicators that address the most significant issues affecting each sector. You can conveniently share summaries of your portfolio’s ESG performance via email. We collaborate with a diverse array of financial entities, including impact investors, private equity and venture capital firms, pension funds, development finance institutions, banks, among others. Reach out to us today to discover more about our customer testimonials. Our platform is specifically designed to meet the increasing ESG demands of private investors. Tailored by industry specialists, it effectively manages extensive data sets, facilitating in-depth analytics and generating valuable insights for reporting purposes. By choosing our solution, you can stay ahead in the evolving landscape of sustainable investing.

DealFlow serves as a comprehensive platform for providing alternative investment options to affluent clients. Users can explore various funds and opportunities, seamlessly engaging in structured workflows and required documentation that facilitate participation in deals with just a few clicks. The design prioritizes a user-friendly investor experience, incorporating intelligent onboarding forms that feature real-time verification of documents and an efficient KYC process, ultimately making the experience swift and minimizing the likelihood of errors. Additionally, DealFlow presents FINRA-regulated professionals with the most rapid and effective method to transact securities on behalf of their clients. Integrated compliance procedures are an essential part of the platform, while Katipult’s eSignature technology guarantees complete transparency in documentation and KYC processes. With its commitment to innovation, DealFlow is poised to redefine the landscape of alternative investments for high-net-worth individuals.

Custom-built to enhance efficiency and crafted to work in harmony with your current data and technology, the Xpedition Microsoft Dynamics 365 Private Equity CRM Accelerator will establish a unified, reliable, and thorough source of information. This actionable intelligence is effortlessly integrated with both Microsoft and third-party applications, ensuring it is user-friendly and readily embraced. Initiating a Private Equity CRM initiative is merely the first step; ensuring it harmonizes your organization and provides tangible business benefits is a different endeavor altogether. We recognize the hurdles you face, and with numerous specialized projects completed, we have established ourselves as leaders in the development and implementation of customized CRM solutions tailored to fulfill your specific needs. Our commitment to understanding your unique challenges sets us apart in delivering exceptional value.

Cultivate connections with outstanding business leaders, influential alumni, and affluent individuals to enhance your organization's achievements. Our specialized platform offers unparalleled insights into exceptional individuals. With a global reach, advanced predictive analytics, and strategic relationship frameworks, we assist in pinpointing, nurturing, and executing distinctive growth initiatives. This platform enables you to connect with the most significant individuals for your organization. Access the latest human-refined data to ensure relevance and accuracy. Obtain unique insights that can be scaled and delivered in any quantity. Deepen your understanding of individuals and organizations alike. Explore detailed information regarding donations, transactions, and additional relevant data. Identify optimal routes to engage with your desired individuals through our unmatched relationship mapping capabilities. Reveal concealed connections and strategies for engaging with key figures. Assess the strength of these relationships and foster more robust ties throughout your network. Tailor your outreach efforts to resonate with the individuals who are most important to you, ensuring meaningful engagement. By leveraging these tools, you can enhance your influence and maximize your organization's potential for success.

The FIS Private Capital Suite, previously known as Investran, is an acclaimed private equity fund accounting and reporting solution that integrates disparate data, simplifies intricate processes, and facilitates more efficient accounting practices while minimizing expenses, mistakes, and the burden on your team. Supported by our knowledgeable experts who offer training and technical assistance, this software helps you enhance the return on your investment. Explore a private equity fund accounting tool that prepares you for the future today. It streamlines accounting across intricate fund structures and automates various private equity fund accounting events. With advanced data visualizations and adaptable financial reporting options for both traditional and alternative portfolios, it accommodates a range of structures through a customizable fund accounting setup. Experience how FIS can empower you to take control of your digital banking journey both now and in the years to come, ensuring that your organization remains ahead of the curve.

Clariteer is an innovative platform designed for portfolio reporting that caters to individual investors and small family offices engaged in direct investments in private equity and venture capital funds. Rather than requiring users to manually sift through quarterly reports, capital account statements, notices, and emails, Clariteer leverages artificial intelligence to automatically read, organize, and centralize essential information. The system provides investors with a comprehensive dashboard that displays key data such as commitments, paid-in capital, net asset value (NAV), capital calls, distributions, and performance indicators like total value to paid-in (TVPI), distributions to paid-in (DPI), and internal rate of return (IRR) across various funds, currencies, and regions. In addition, Clariteer features cash-flow modeling capabilities that allow users to project future capital calls and distributions. The platform includes visually appealing representations, cash flow timelines, portfolio summaries, and options for generating downloadable reports. By eliminating the need for spreadsheets and disorganized documentation, it empowers investors with enhanced clarity, consistency, and control over their private market investments. Specifically crafted for founders who have transitioned into investing roles, angel investors, and smaller family offices seeking professional-level reporting solutions, Clariteer stands out as a vital tool in the investment landscape. Its user-friendly design and powerful features make it an essential asset for those navigating the complexities of private equity and venture funding.

Caruso is a cloud-based platform specifically designed for private market fund managers, focusing on automating and modernizing essential operational workflows throughout the fund lifecycle. This innovative solution facilitates investor onboarding and digital subscriptions, allowing managers to securely gather AML/KYC data, subscription documents, and verify accredited investor status through a streamlined process. Additionally, Caruso features an integrated investor registry and CRM system that keeps investor information organized, tracks commitments, manages capital accounts, and enables tailored communications. The platform also includes capital raising tools that assist funds in showcasing their offerings, overseeing pipeline activities, and fostering investor engagement all within a single interface. To further enhance operational efficiency, Caruso offers real-time reporting and dashboards that provide insights into fund performance, allocations, commitments, capital calls, and distributions, effectively minimizing reliance on manual spreadsheets and various standalone systems. With these capabilities, fund managers can significantly improve their overall operational efficiency and investor relations.

Termgrid serves as a comprehensive solution for debt financing and portfolio management tailored specifically for the private capital markets, enabling sponsors, lenders, borrowers, advisors, and law firms to enhance and simplify intricate debt processes. By digitizing term sheets and deal grids, it centralizes transaction information and speeds up execution through real-time collaboration and automated workflows. Users benefit from a consolidated deal dashboard that allows them to monitor transaction progress, along with secure data room features for file sharing and observing lender interactions. Additionally, its terms database keeps track of essential commercial terms, equipped with redline and heatmap tools for effective comparisons. Moreover, Termgrid offers portfolio management functionalities that allow for the oversight of covenants, capital structures, amortization, and financial metrics while providing detailed insights, automated reporting, and real-time, data-informed decision-making support across all transactions. In this way, Termgrid empowers stakeholders to operate more efficiently in a rapidly evolving financial landscape.

Quantium serves as a cutting-edge investment management platform specifically tailored for private markets, consolidating fund, portfolio, and investor information into a single, user-friendly, and scalable SaaS solution that aims to eliminate the inaccuracies associated with traditional spreadsheets and disjointed tools. This platform enhances the management of fund and portfolio workflows, encompassing intricate dual-sided accounting, automation of NAV and capital calls, monitoring of cash flows, performance analytics, and insights spanning multiple funds. Additionally, it simplifies investor management and service processes through efficient workflows related to capital calls, distributions, and maintaining investor relationships. With its robust capabilities, Quantium offers limitless reporting options and business intelligence features via customizable dashboards, pre-designed templates that adhere to industry standards like ILPA, and real-time data visualization, allowing teams to swiftly generate precise, investor-ready reports. Moreover, its comprehensive approach ensures that investment teams can operate with greater efficiency and transparency, ultimately leading to improved decision-making and enhanced investor trust.

Orca is an all-in-one fund management software specifically created for venture capital and private equity firms, aiming to automate and enhance essential fund processes within a single platform, thereby replacing outdated manual procedures and disconnected tools with comprehensive solutions that boost both efficiency and insight. With contributions from numerous VC firms, Orca consolidates investor relations and onboarding through a contemporary digital LP portal and streamlines subscription workflows, while also handling portfolio performance monitoring, fund performance analytics, predictive modeling, market research, financial reporting, and personalized reporting dashboards that empower firms to make informed decisions and track vital performance metrics in real time. Furthermore, it features secure data rooms for the organization and distribution of important documents to potential investors, integrates data from investors and portfolio companies to create in-depth performance analyses, and offers customized dashboards that cater to the specific needs of each firm. By facilitating collaboration and transparency, Orca helps firms not only improve operational efficiency but also strengthen their relationships with investors.

Navable is a versatile software suite designed for alternative asset management, enabling fund managers and private market firms to transition essential financial and investor operations from spreadsheets to a streamlined digital platform that enhances efficiency and clarity. By automating carried interest and compensation planning, it effectively manages vesting schedules, allocations, co-investment programs, award letters, and reporting all in one centralized location, which minimizes manual errors and reduces operational burdens. The platform features a personalized total compensation dashboard that offers employees insights into their salary, bonuses, carry, and co-investment values, thereby fostering better retention and awareness of incentives. Additionally, Navable facilitates a comprehensive digital onboarding process for investors, including e-subscriptions, customizable workflows, compliance management, and a secure portal for investors, along with tools for capital calls, distributions, document management, and regulatory compliance checks. Furthermore, it offers aggregated reporting and insights at the fund level for general partners, enhancing their decision-making capabilities. Ultimately, Navable empowers firms to optimize their operations while ensuring a greater level of transparency for all stakeholders involved.

Caltina offers comprehensive front-office solutions tailored for private equity, family offices, real estate, secondaries, and fundless sponsors. Built entirely on the Salesforce platform, these solutions are designed from the ground up to seamlessly fit the unique workflows of alternative asset managers, allowing for customization to suit specific firm requirements. Recognizing that every fund and situation possesses its own distinct characteristics, Caltina begins with a specially configured Salesforce.com setup or can adapt to an existing instance, providing a tailored solution that aligns with your fund’s objectives. Throughout this process, we prioritize gathering as much relevant data and spreadsheets as possible, facilitating their import into the platform to eliminate the cumbersome back-and-forth of email attachments, thus enabling you to concentrate on what truly matters. You can efficiently manage your potential deal pipeline, with the system being customized to reflect your firm's specific asset class, niche, and operational processes. Moreover, our solution fully organizes how your firm interacts with deal sources, ensuring you can identify the highest quality bankers and lenders while also effectively tracking sell-side and financing activities to enhance your decision-making capabilities. Ultimately, Caltina empowers your firm by streamlining critical processes and improving overall efficiency in managing relationships and opportunities.