App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Investment Management Software with Scenario Planning

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. Learn more

17 software options

Sponsored

1 filter applied


Integrated with


Pricing model




User rating


Personalize your search

Any industry

Any business size

SeedLegals logo
4.9
(83)

Faster fundraising and effortless admin solution

learn more
The UK's number 1 for funding rounds, cap table and EMI option schemes.

Read more about SeedLegals

Users also considered
Vestd logo
4.9
(65)

Legal document management software

learn more
Vestd is an equity management platform that helps businesses manage share schemes. The FCA-regulated software enables businesses to manage shares and options in real-time and track live cap tables. The solution offers direct integration with Companies House.

Read more about Vestd

Users also considered
Agicap logo
4.3
(149)

Manage your cashflow with ease

learn more
Agicap is a software solution for running the cash flow side of your business, offering reliable forecasting and real-time analysis.

Read more about Agicap

Users also considered
Ledgy logo
4.9
(28)

The Equity Management Platform for High-Growth Companies

learn more
Ledgy is used by Analysts and Managers at leading VC funds to keep track of their investments. Scalable dashboard monitors liquidity rate, comparison models, waterfall analysis and more with custom reports, analytics. Swiss made: always accurate, private, secure and legally compliant.

Read more about Ledgy

Users also considered
HiddenLevers logo
4.3
(58)

Portfolio stress testing software for advisory firms

learn more
HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns.

Read more about HiddenLevers

Users also considered
Carta logo
4.2
(58)

Equity management solution for public & private firms

learn more
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

Read more about Carta

Users also considered
Mosaic logo
4.9
(24)

Strategic finance platform for better decision making

learn more
Mosaic is a strategic finance platform that powers agile planning, real-time reporting, deeper analysis, and better decision-making for fast-growing startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

Read more about Mosaic

Users also considered
Backstop logo
4.3
(46)

Cloud-based investment management platform

learn more
Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

Read more about Backstop

Users also considered
Valutico logo
4.5
(31)

Measure Value

learn more
Valutico helps financial professionals perform business valuations in a fraction of the time

Read more about Valutico

Users also considered
AlternativeSoft logo
4.6
(14)

Investment management platform for fund managers

learn more
Best in class fund selection, portfolio construction tool used by 100s of institutional investors. Fast, user-friendly, 24/7 support.

Read more about AlternativeSoft

Users also considered
Capboard logo
4.9
(9)

Equity management tool to digitize cap tables & equity plans

learn more
Capboard is the equity management software that is used to have a clear visibility over your company's equity, stakeholders and investors. It allows to easily manage equity plans, speed up fundraising and due diligence, and make simulations about future equity transactions, all in a few clicks.

Read more about Capboard

Users also considered
Diligent Equity logo
3.7
(12)

Cloud-based equity management solution

learn more
EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.

Read more about Diligent Equity

Users also considered
qashqade logo
5.0
(3)

RETHINK PRIVATE MARKETS_

learn more
qashqade is an enterprise product suite designed to streamline the calculation, allocation, tracking and reporting processes for private markets.

Read more about qashqade

Users also considered
Allvue logo
5.0
(1)

Investment management software for private equity firms

learn more
In one fully-integrated system, Allvue’s Portfolio Management solution enables users to get summary information, drill into underlying data and self-service their reporting needs.

Read more about Allvue

Users also considered
TheBizPlanner logo
1.0
(1)

End-to-end productivity software for Business Planning

learn more
TheBizPlanner is a comprehensive business planning software that helps you manage your finances, team, marketing strategy, sales channels and much more.

Read more about TheBizPlanner

Users also considered
VestServe logo
(0)

Investment, funds, and accounting management solution

learn more
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers.

Read more about VestServe

Users also considered
The Novus Platform logo
(0)

Cloud-based tool to extract investment insights from data.

learn more
The Novus Platform is a cloud-based investment management solution designed for asset owners and asset managers. The platform provides multi-asset class coverage across equities, fixed income, derivatives, private markets, and real assets. The Novus Platform enables investors to ingest and validate data from custodians, fund administrators, and portfolio management systems.

Read more about The Novus Platform

Users also considered