Foundersuite vs Morningstar Direct

HubSpot CRM

Close

MRI Property Management

Certent Equity Management

Plaid

Bob Finance

Compare Foundersuite and Morningstar Direct based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Close is the sales CRM built for engagement – a powerful, fast tool designed to help ambitious teams manage leads, build relationships, and close more deals.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.

Foundersuite is an all-in-one platform that streamlines fundraising and investor relations for startups. Access a DB of 230,000+ global investors, manage your pipeline using our CRM, send out your pitch deck, investor updates, follow up emails, and more.

Fund Management

Lead Management

Marketing Automation

Performance Metrics

Relationship Tracking

Team Assignments

Foundersuite

Web-based

Director / Consultant / Production Coordinator

With the help of the videos and help of the staff it was a very nice expereince for me as a novis.

Founder

I love the user interface; it is self-explanatory and easy to use. I also love the customer service; they have always been there when I needed help with something.

Founder/Managing Director

Foundersuite is an excellent sales and relationship management tool. I am confident this tool will help us close the funding we need to be successful.

Managing Director

Foundersuite is a >10x improvement over spreadsheet or google sheet methods. I love the ease of searching for potential investors and moving them around the board as they get closer to investing.

Founder's report is a really great tool! it has been one of the best features for my business and it happens to be available by you.

StartUp Technology - CEO

The organization and the ease of use. I mean overall this the best software in the market, for all the tools you need to raise money like a pro.

SVP, Business Development and Investor Relations

Exceptionally easy to tailor to my own needs; integrates well with my other software; great asset.

Wealth management advisor

This software really gives the user confidence in their ability to utilize it to its maximum capability. I must also say that since adopting this software, its integration was very smooth.

CEO/Founder

To start, I found its VC Database was very comprehensive, I added and qualified more than 50 additional VC's to top off my funnel. I'm at the point where it's a hustle, getting pitch letters out.

Founder/CEO

From a first time founder, this resource has been worth its weight in gold.

CEO 

Amazing tool, easy to use and obvously the team spent a lot of time looking at user needs. Very well formulated user experience.

Founder & CEO

I had trouble making the data work for my needs -- I generally wanted to record more notes and information about the people and companies I was talking with, and pushing through the funnel.

Head of Investment Strategy

I liked how easy it was to organize between the different rounds that we are trying to fund raise and easily move between different potential targets for investment.

I can, at a glance, see who I need to follow up with. The live support chat has been impressive.

The inability to export the work done on the platform or import pipelines form other platforms, also the automation is poor, email automation is a must in this kind of tool.

I found it difficult to access info and view people as I added more and more people to the platform. It may be because I'm just more adept with spreadsheets.

Chief Technology Officer

I believe the inability to extract a. Csv file in the free version has been an issue for us as we are not ready to upgrade to the full version yet.

Honestly, I regret that I didn't try Foundersuite on a previous startup. One subtle, be very helpful, feature that I really appreciate is the burn-down activity tracker.

Foundersuite screenshot: Foundersuite Investor Database

Foundersuite screenshot: Foundersuite Investor CRM

Foundersuite screenshot: Foundersuite Investor Updates

Foundersuite screenshot: Foundersuite Pitch Deck Hosting

Foundersuite screenshot: Foundersuite Investor Profile Review

Freelancers

Non Profit

Public Administrations

Small Business

Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

Unify all your leasing, property management, facilities, and finance operations with MRI’s AI-powered property management software.

Morningstar Direct integrates top-tier data, research, ratings, and analytics into one platform. It streamlines investment research, portfolio management, product development, and reporting, boosting efficiency, enhancing storytelling, and driving innovation for asset and wealth management firms. 

Benchmarking

Client Management

Data Import/Export

Financial Analysis

Financial Management

For Investment Advisors

For Investors & Traders

Investment Research

Investments Tracking

Modeling & Simulation

Portfolio Management

Reporting/Analytics

Risk Management

Visual Analytics

Morningstar Direct

Senior Advisor

I really love the "new" MS Direct interface and its functionnalities. Also, i'm a big fan of your API and the python library, which is the most convenient and efficient format on the market.

Senior Consultant Funds Research

The product is highly sophisticated and powerful. It has a lot of functionality and helps me with my day-to-day work tasks.

Head of Research

Customer support has been excellent - quick to respond, proactive in scheduling walkthroughs, and clear in explaining how to get what I need done.

Chief Investment Officer

I am always disappointed when I can't generate Snapshot Reports. It is a recurring issue that turns a quick project into a painful one as Morningstar troubleshoots the issues.

Investment Analyst

From out of the box solutions to being able to create your own unique solutions - there are many options. Client support is also generally good.

Easy to build out presentations and premade solutions are good.

Institutional Consulting Relationship Manager

Overall, this is a super powerful product with enormous amounts of data.

Product Specialist

I like the ease of use, and the fact that the platform is not static with upgrades being made all of the time.

Financial Analyst

Great and powerful interface, quality data and indexes.

Vice President

Morningstar is very easy to use with an incredibly user-friendly learning curve. Having such powerful data at your fingertips makes it my go-to tool for certain types of investment research.

Associate Analyst

I think that compared to similar products like Bloomberg / LSEG, they severely lack proper substance. I also think the Excel Add in is far more complex making it difficult to pick up.

Portfolio Manager

System is terribly slow, especially as we move closer to the opening bell.

There are a lot of drop-down boxes and sometimes you could go down the wrong path and then have to start again.

Results Analyst

Unbeatable access to peer information and data. It is an incredible dense platform that is manageable because of their excellent customer service.

Analyst third party funds

The fund database is not very complete. Main funds we are missing : Luxemburg SIFs and ELTIFs.

This limitation makes it less convenient and restricts my ability to integrate it smoothly into my preferred workflow.

Senior Fund Analyst

You already offer it once you have an investment list but not sure why not available when you are in the Search Criteria area.

Morningstar Direct screenshot: Every explorer needs a compass, and Morningstar Direct’s performance reporting lets you see how you’re doing, how others match up, and which investments are best in class. 

Morningstar Direct screenshot: Asset flows enables you to stay current with market trends by providing a comprehensive and timely picture of the total net assets and estimated net flows across multiple geographical markets as well as organic growth rates for specific markets. 

Morningstar Direct screenshot: See the information that’s most important to you at a glance. Examine a portfolio’s underlying holdings for aspects risk and exposure with Morningstar Direct's risk model to help anticipate what’s coming, so your plans can stay on track. 

Morningstar Direct screenshot: A global investment analysis application that unites Morningstar's data, investment research and analytics, data science capabilities and productivity tools designed to streamline your processes.

Foundersuite vs Morningstar Direct Comparison (2026)

Foundersuite

Morningstar Direct

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives