Best Investor Relationship Management Software - Page 2

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Investor relationship management software manages the relationships that businesses, typically financial services institutions, have with their investors. These solutions encompass a wide range of functionality, including everything from organizing investor newsletter creation to targeting potential new investors and more.

Investor relationship management software functions much like a regular CRM, but is built to be vertical-specific. The goal of these solutions is to facilitate communications between investors, potential investors, and the company. Some investor relationship management software contains targeting and surveillance tools, which leverage market data to churn out potential investors to target.

Investor relationship management software might also include investor reporting and analytics functionality, and falls under the umbrella of larger investor relations software category.

To qualify for inclusion in the Investor Relationship Management category, a product must:

Be designed for investor relations professionals
Track prospects and contacts throughout the sales pipeline
Function as a repository for prospect interactions

Best Investor Relationship Management Software At A Glance

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46 Listings in Investor Relationship Management Available
  • Overview
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  • Product Description
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    We are Aura, and We are uncovering in a new wave of technology for alternative investment firms. Our solution provides fund managers with a powerful tech stack and easy-to-use workflows to manage thei

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We are Aura, and We are uncovering in a new wave of technology for alternative investment firms. Our solution provides fund managers with a powerful tech stack and easy-to-use workflows to manage thei

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    Over 2 decades delivering custom corporate and IR websites. B2i has been providing comprehensive, customizable corporate and IR website solutions since 2000, tailored to meet your exact needs. Our

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    • 100% Small-Business
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Over 2 decades delivering custom corporate and IR websites. B2i has been providing comprehensive, customizable corporate and IR website solutions since 2000, tailored to meet your exact needs. Our

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  • 100% Small-Business
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    Digitalising Alternative Investments A seamless end-to-end investment process Bite is a global financial technology company that provides software-as-a-service (SaaS) to alternative asset managers a

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Digitalising Alternative Investments A seamless end-to-end investment process Bite is a global financial technology company that provides software-as-a-service (SaaS) to alternative asset managers a

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    bunch OS makes investing in private markets easy, cost-efficient & fast - without compromising regulatory & tax compliance. It is a flexible & adaptable platform that works across legal st

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    Seller
    bunch
    Year Founded
    2021
    HQ Location
    Berlin
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
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bunch OS makes investing in private markets easy, cost-efficient & fast - without compromising regulatory & tax compliance. It is a flexible & adaptable platform that works across legal st

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
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bunch
Year Founded
2021
HQ Location
Berlin
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
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    Cloud-based SaaS solution to help with the complexities of investor management and reduce the time spent on the same. It simplifies investor onboarding, managing compliance, and keeping track of inves

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    Twitter
    @Formidium
    459 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
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Cloud-based SaaS solution to help with the complexities of investor management and reduce the time spent on the same. It simplifies investor onboarding, managing compliance, and keeping track of inves

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
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Twitter
@Formidium
459 Twitter followers
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
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    Communica, the Investor Relations CRM platform can help teams differentiate themselves by providing them with the tools they need to; streamline their processes through automation, provide Investors w

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    Digiterre
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Communica, the Investor Relations CRM platform can help teams differentiate themselves by providing them with the tools they need to; streamline their processes through automation, provide Investors w

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Digiterre
LinkedIn® Page
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    Smartkarma’s Corporate Solutions is an all-in-one solution for IR professionals that offers bespoke research engagements, curated investor access, and a digital IR platform. The platform empowers IR p

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Smartkarma’s Corporate Solutions is an all-in-one solution for IR professionals that offers bespoke research engagements, curated investor access, and a digital IR platform. The platform empowers IR p

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
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    Dasseti COLLECT allows institutional investors - pension funds, investment banks, investment consultants, endowments, sovereign wealth funds, wealth managers - to streamline due diligence and ongoing

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    Dasseti
    Year Founded
    2018
    HQ Location
    New York, NY
    Twitter
    @Dasseti
    83 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
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Dasseti COLLECT allows institutional investors - pension funds, investment banks, investment consultants, endowments, sovereign wealth funds, wealth managers - to streamline due diligence and ongoing

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
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Dasseti
Year Founded
2018
HQ Location
New York, NY
Twitter
@Dasseti
83 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
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    Dealight is an AI-powered fundraising assistant designed to support startups with real-time guidance.

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    LinkedIn® Page
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    1 employees on LinkedIn®
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Dealight is an AI-powered fundraising assistant designed to support startups with real-time guidance.

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  • Overview
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  • Product Description
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    2100 is a critical piece of any investment organization. Our cloud platform enables you to efficiently manage information and contacts with your firm’s most important asset: its investors.

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    Year Founded
    1998
    HQ Location
    Watertown, MA
    Twitter
    @dynamosoft
    342 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    437 employees on LinkedIn®
Product Description
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2100 is a critical piece of any investment organization. Our cloud platform enables you to efficiently manage information and contacts with your firm’s most important asset: its investors.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
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Year Founded
1998
HQ Location
Watertown, MA
Twitter
@dynamosoft
342 Twitter followers
LinkedIn® Page
www.linkedin.com
437 employees on LinkedIn®
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    Edgefolio is a leading fintech scale-up delivering technology platforms to cap intro and hedge fund marketing teams to accelerate and enhance the capital raising process.

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    Edgefolio
    Twitter
    @Edgefolio
    526 Twitter followers
Product Description
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Edgefolio is a leading fintech scale-up delivering technology platforms to cap intro and hedge fund marketing teams to accelerate and enhance the capital raising process.

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Edgefolio
Twitter
@Edgefolio
526 Twitter followers
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    Eurostep Digital is an investor relations platform for private equity shareholders to: • Connect with Limited Partners to enhance communication and reporting. • Analyze Portfolio Companies to id

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Eurostep Digital is an investor relations platform for private equity shareholders to: • Connect with Limited Partners to enhance communication and reporting. • Analyze Portfolio Companies to id

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
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    Finna is an all-in-one operating system for Investor Relations departments. It streamlines IR processes, enhances investor engagement, and ensures regulatory compliance. Key features include an AI-pow

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    Finna
    Year Founded
    2023
    HQ Location
    Stockholm, SE
    LinkedIn® Page
    linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Finna is an all-in-one operating system for Investor Relations departments. It streamlines IR processes, enhances investor engagement, and ensures regulatory compliance. Key features include an AI-pow

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
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Seller
Finna
Year Founded
2023
HQ Location
Stockholm, SE
LinkedIn® Page
linkedin.com
4 employees on LinkedIn®
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    Floww is a software platform built out of the Venture Capital world, with a strong focus on quality data and simplified ingestion. We’ve built a highly visual application covering all aspects of the

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    Floww
Product Description
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Floww is a software platform built out of the Venture Capital world, with a strong focus on quality data and simplified ingestion. We’ve built a highly visual application covering all aspects of the

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
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Floww
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    Foundercrate is a SaaS-based platform that enables startup founders to streamline and simplify the process of fundraising, & investor relations in a very disciplined manner. Foundercrate lets foun

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Foundercrate is a SaaS-based platform that enables startup founders to streamline and simplify the process of fundraising, & investor relations in a very disciplined manner. Foundercrate lets foun

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
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