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Best Investment Management Software

DealCheck

DealCheck is a property analysis software tailored for real estate investors, allowing them to evaluate and analyze deals quickly. The platform simplifies calculations for rental properties, flips, and multi-family units, making it easy to estimate profitability, returns, and financing options.

Features

Deal Analysis
Roi Calculation
Property Comparison
Cash Flow Estimates
Financing Options
Rental Income Projection
Cap Rate Calculation
Multi-Family Support
Real Estate Market Data
Customizable Reports

Pricing

PRICE Not provided by software provider Free Trial Available
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SyndicationPro

SyndicationPro is a real estate syndication software that helps sponsors and investment managers raise capital, manage investors, and streamline back-office operations. The platform simplifies investor communication, deal tracking, and fund management, providing tools to scale investment operations and improve transparency.

Features

Investor Portal
Capital Raising Tools
Investment Tracking
Crm Integration
Automated Distributions
Document Management
Compliance Tracking
Reporting Tools
E-Signature Integration
Deal Tracking

Pricing

– Custom pricing based on business needs – Subscription-based pricing
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Ledgy

Ledgy is an equity management platform designed for growing companies to simplify their cap table management, employee participation plans, and shareholder relations. It provides tools to automate equity processes, manage vesting schedules, and ensure compliance with legal and financial requirements, all within a centralized platform.

Features

Cap Table Management
Employee Equity Plans
Vesting Schedules
Investor Relations
Legal Compliance
Financial Reporting
Shareholder Engagement
Real-Time Equity Updates
Option Pool Tracking
Automated Document Generation

Pricing

$95 per month per user, Free Trial Not Available
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Mosaic

Mosaic is a strategic finance platform designed for high-growth companies to streamline financial planning, budgeting, forecasting, and reporting. It integrates data from various systems to provide real-time insights and analytics, helping teams make data-driven decisions and improve financial operations.

Features

Real-Time Financial Reporting
Budgeting Tools
Forecasting
Data Integration
Scenario Modeling
Kpi Tracking
Automated Workflows
Financial Analytics
Dashboard Visualization
Collaboration Tools

Pricing

– Custom pricing based on company requirements – Subscription-based pricing model
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Stock&Buy

Stock&Buy is an inventory management and order management platform designed for growing businesses. It offers comprehensive tools to track inventory, manage sales orders, and handle multiple sales channels. With features like real-time inventory tracking, forecasting, and reporting, it simplifies inventory operations and optimizes stock levels.

Features

Real-Time Inventory Tracking
Multi-Channel Sales Integration
Order Management
Demand Forecasting
Reporting And Analytics
Purchase Order Management
Stock Alerts
E-Commerce Integration
Barcode Scanning
Pricing Management

Pricing

– Custom pricing based on business needs – Subscription model available
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AppFolio Investment Management

AppFolio Investment Management is a software solution for real estate investment managers, providing tools to streamline fundraising, investor relations, and reporting. It offers a centralized platform to manage investor communications, track performance, and automate workflows, helping investment managers scale operations and enhance transparency.

Features

Investor Portal
Fundraising Tools
Performance Tracking
Automated Reporting
Crm Integration
Document Management
Distribution Tracking
E-Signature Integration
Investment Performance Dashboards
Compliance Management

Pricing

$650 per month ,Free Trial Not Available
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InvestNext

InvestNext is a real estate syndication and investment management platform that streamlines the entire lifecycle of capital raising, investor management, and distribution tracking. Designed for investment managers, it provides tools to manage deals, communicate with investors, and automate back-office workflows, enhancing transparency and efficiency.

Features

Investor Portal
Capital Raising Tools
Deal Management
Automated Distributions
Reporting Tools
Crm Integration
Document Management
Performance Tracking
E-Signature Integration
Compliance Monitoring

Pricing

STARTING PRICE $299 per month
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Juniper Square

Juniper Square is a comprehensive software platform designed to streamline real estate investment management. It simplifies investor relations, reporting, and back-office operations for real estate managers. The platform offers tools to manage fundraising, track investments, and automate workflows, enhancing operational efficiency and transparency.

Features

Investor Management
Investment Tracking
Reporting Tools
Crm Integration
Fundraising Automation
Document Management
Investor Portal
Compliance Tools
Back-Office Automation
Performance Analytics

Pricing

$18000 per year , Free Trial Not Available
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SeedLegals

SeedLegals is an innovative platform designed to streamline legal processes for startups, enabling them to handle funding rounds, cap tables, employee agreements, and more. With a focus on simplicity and automation, it allows businesses to efficiently manage legal complexities, saving time and reducing costs.

Features

Automated Legal Documents
Cap Table Management
Fundraising Assistance
Team Agreements
Share Options
E-Signature Integration
Compliance Monitoring
Document Storage
Shareholder Agreements
Support For Term Sheets

Pricing

£49 per month , Free Trial Available
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