📈 Investment Management

Automated, high quality, digital investment reports

Independent. Insightful. Trusted.

Preferred Patron is the top Customer Loyalty Software Program for businesses in any industry of any size.

Visit website paid $149.0 / Monthly (Small Biz Edition - White labeled (5,000 Active Member Limit))

Relationship Intelligence, Reimagined

The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies

Dialllog is the first end to end CRM-style relationship platform for VC and PE funds. Dialllog equips investors with a 360-degree view of all their activities, building data-driven workflows to invest and exit wisely.

Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.

Stock portfolio tracking

Open Source

Empower global investors with direct access to the wealth generating power of U.S. Commercial Real Estate

Powered by cutting-edge AI, PentaCue revolutionizes financial data analysis, from EDGAR filings to investment trends. Its GPT-driven insights offer real-time market analytics.

freemium $50.0 / Monthly (Pro)

Simplify And Accelerate Your Investments with SPVs

paid Free Trial

Close deals faster with InsightsCRM - A powerful CRM for capital markets. Remove information silos and enhance the speed of customer engagement and success.

Free Trial

FactSet is a provider of financial data and analytic applications for investment management and investment banking professionals.

Diversify your portfolio with commercial real estate investments on the CrowdStreet platform. Start building wealth today.