🔧 Tools in Alternative Investment Software

Vestberry

Portfolio Intelligence for Venture Capital.

A portfolio management and reporting software designed specifically for venture capital and private equity firms.

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Juniper Square

The leading investment management software for commercial real estate.

A modern, all-in-one investment management platform for commercial real estate (CRE) general partners and limited partners.

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LemonEdge

The Accounting Engine for Private Capital.

A modern, API-first platform for fund accounting and administration, targeting the private equity and venture capital space.

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4Degrees

The Relationship Intelligence CRM for Deal-Driven Teams.

A CRM platform focused on relationship intelligence for industries like private equity, venture capital, and M&A.

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Visible.vc

The Portfolio Monitoring & LP Reporting Platform.

A platform for venture capital firms to streamline portfolio data collection, monitoring, and investor reporting.

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Affinity

The Relationship Intelligence Platform for Dealmakers.

A CRM platform that uses AI to automate data capture and provide insights into professional relationships for deal-driven teams.

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AppFolio Investment Management

Modern software for real estate investment managers.

A cloud-based platform designed to help real estate investment managers streamline operations, increase transparency, and manage investors.

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Maestro

Value Creation Software for Private Equity.

A platform designed for private equity firms to manage portfolio company value creation, operations, and collaboration.

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DealCloud

Purpose-built technology for the capital markets.

A leading platform for deal and relationship management, specifically designed for financial services and private capital markets.

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Carta

Equity management, solved.

A platform for managing equity, from cap tables and valuations to fund administration for private companies and investment firms.

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Addepar

The operating system for our financial world.

A wealth management platform for tracking and analyzing complex investment portfolios, including alternative assets.

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Dealpath

The Real Estate Investment Management Platform.

A cloud-based deal management platform for real estate investment and development teams.

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Allvue Systems

A single, seamless technology experience for the entire investment lifecycle.

Provides integrated software solutions for investment managers, covering private equity, credit, real estate, and fund administration.

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Altvia

Purpose-Built CRM & Investor Engagement for Private Capital.

Provides CRM and investor portal solutions built on the Salesforce platform, tailored for the private capital markets.

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Dynamo Software

The leading end-to-end cloud platform for the alternatives industry.

Provides a cloud-based platform for alternative investment management, including private equity, hedge funds, and venture capital.

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SEI Archway Platform

Technology and services for family offices and financial institutions.

Provides a comprehensive platform for accounting, investment data aggregation, and reporting for family offices and wealth managers.

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Backstop Solutions

The Institutional Investment Industry's Leading Cloud-Based Productivity Suite.

Provides a cloud-based platform for institutional investors, offering CRM, portfolio management, and reporting tools.

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Yardi Investment Manager

Manage your entire investment lifecycle.

An integrated software solution for real estate investment management, connecting accounting, operations, and investor relations.

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eFront

The world's leading end-to-end alternative investment management software and solutions.

A comprehensive software solution for the alternative investment lifecycle, from fundraising and portfolio management to investor reporting.

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SS&C Advent

Portfolio Management and Accounting Solutions.

Provides a suite of software and services for portfolio management, accounting, and reporting to asset and wealth management firms.

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FIS Investran

Automated solutions for alternative investments and private equity.

An integrated software suite for private equity and alternative investment firms to manage accounting, reporting, and partnership administration.

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Chronograph

Portfolio Monitoring Solutions for Private Markets.

A portfolio monitoring platform for limited and general partners to manage, analyze, and report on private capital investments.

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iCapital

The Institutional Standard for Alternative Investing.

A financial technology platform providing access, education, and administration for alternative investments to the wealth management industry.

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