Investor Relations Software
Investor relation software help manage the relationship between investors and the company. +Show More
| Products | Position | Customer satisfaction | |||
|---|---|---|---|---|---|
Foundersuite |
Leader
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Satisfactory
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Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 50k investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
10-20 employees
Company's social media followers
10k-20k followers
# of funding rounds
1
Latest funding date
June 1, 2015
Company
Type of company
private
Founding year
2015
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Sherpany |
Leader
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Satisfactory
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Sherpany is the leading meeting management software that makes every meeting count. This solution allows executives, corporate secretaries, and board members to take maximum advantage of the time spent in meetings and to gain focus on what they do best: leading. Built to fulfill the needs of midsize and large organisations, Sherpany's software secure and easy-to-use environment leads to efficiency gains, and ultimately to a better meeting culture.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Number of case studies
20-30 case studies
Company's number of employees
100-200 employees
Company's social media followers
10k-20k followers
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IMS Platform |
Leader
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Satisfactory
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Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), and Waterfall Distribution Processing. For more information, please visit www.imscre.com.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
100-200 employees
Company's social media followers
100k-1m followers
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Irwin |
Leader
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Satisfactory
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Build, innovate, and grow your business with Irwin, the only investor relations platform designed with automation and reduced time-to-insight at its core. Irwin unlocks and enhances investor and shareholder relationships for your business—for various use cases, market caps, and industries—whether you have an established IR program or are just getting started. At Irwin, we're committed to innovation. Legacy tools and companies in capital markets often grow stagnant, and the capacity to innovate wanes over time. This has left the majority of IR teams with 2-5 inefficient tools to manage their program and workflows—over time, we hope to reduce that to one. We're building a better way to manage investor relations.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Number of case studies
10-20 case studies
Company's number of employees
100-200 employees
Company's social media followers
5k-10k followers
Total funding
$10-50m
# of funding rounds
2
Latest funding date
September 8, 2021
Last funding amount
$10-50m
Company
Type of company
private
Founding year
2017
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S&P Capital IQ |
Leader
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Satisfactory
|
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Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
30k-40k employees
Company's social media followers
100k-1m followers
Total funding
$1-1bn
# of funding rounds
1
Latest funding date
September 7, 2023
Last funding amount
$1-1bn
Company
Type of company
public
Founding year
1860
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Dynamo |
Challenger
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Satisfactory
|
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Dynamo Software has provided industry-tailored, highly configurable investment management, reporting and data management solutions to the global alternative investment industry since 1998. Dynamo provides SaaS solutions across the private investment landscape including fund administrators, endowments, pension funds, foundations, private equity and venture capital funds, real estate investment firms, hedge funds, prime brokers, funds of funds, and family offices. The Dynamo™ platform has improved the productivity of fundraising, deal, research, investor servicing, portfolio management, and compliance teams worldwide. Collectively, Dynamo’s 1,000+ clients manage over $5 trillion in assets.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
400-1k employees
Company's social media followers
5k-10k followers
# of funding rounds
1
Latest funding date
September 9, 2021
Company
Type of company
private
Founding year
1998
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AtomInvest |
Challenger
|
N/A
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Atominvest provides next generation technology systems for the Private Equity, Venture Capital, Credit and Real Estate fund management industries. From sourcing deals to raising funds, from managing your investor relationships to monitoring your portfolio, AtomInvest’s integrated, modern tech solutions can be tailored to the way you run your business and will give you the edge you need to thrive in an ultra-competitive market. Our software provides functionality and workflows to fund managers and their service providers, as well as their investors. INVESTMENT INTELLIGENCE: Supercharge Deal and Portfolio Management: - Portfolio monitoring: collect and track key metrics from your investments and monitor your portfolio via customised, dynamic dashboard views - ESG / Impact portfolio tracking and workflows: create and monitor ESG Action plans, track ESG/ Impact metrics vs. global standards and easily report this to your LPs/ investors - Deal CRM/ tracking: control your deal origination and manage your investment pipelines and watch lists INVESTOR INTELLIGENCE: Streamline Investor Management: - Fundraising: create prospect & target lists, set up datarooms and track investor activity - Onboarding: simplify investor regulatory accreditation workflows, KYC/ AML approvals and subscription document processes - Reporting: easily report to investors with periodic portfolio reports and provide dynamic data on fund performance, investor capital accounts etc. to your investors - Accounting: manage your fund/ investment accounts, calculate NAVs, manage capital calls, subscriptions, distributions and redemptions Our software works across all fund types including: - Private Funds (Private Equity, Venture Capital, Credit and Real Estate) - Evergreen Funds (Hedge Funds and Open-Ended Funds) - Direct Deals/ Co-Investments
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
30-40 employees
Company's social media followers
2k-3k followers
Company
Type of company
private
Founding year
2016
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Lextree |
Challenger
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N/A
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Lextree from Berkman Solutions is the clear solutions for legal data, dates, and documents. For over a decade, we have provided professionals and business leaders all over the world with exceptional legal technology solutions. Lextree includes solutions for legal entity management, board meetings and minutes, and contract management.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
1-5 employees
Company's social media followers
100-200 followers
Company
Type of company
private
Founding year
2011
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Directors Desk |
Niche Player
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N/A
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Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
5k-10k employees
Company's social media followers
100k-1m followers
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Allvue |
Niche Player
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N/A
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Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
400-1k employees
Company's social media followers
10k-20k followers
Company
Type of company
private
Founding year
2019
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“-”: AIMultiple team has not yet verified that vendor provides the specified feature. AIMultiple team focuses on feature verification for top 10 vendors.
Sources
AIMultiple uses these data sources for ranking solutions and awarding badges in investor relations software:
Investor Relations Leaders
According to the weighted combination of 4 metrics
What are investor relations
customer satisfaction leaders?
Taking into account the latest metrics outlined below, these are the current investor relations customer satisfaction leaders:
Which investor relations solution provides the most customer satisfaction?
AIMultiple uses product and service reviews from multiple review platforms in determining customer satisfaction.
While deciding a product's level of customer satisfaction, AIMultiple takes into account its number of reviews, how reviewers rate it and the recency of reviews.
- Number of reviews is important because it is easier to get a small number of high ratings than a high number of them.
- Recency is important as products are always evolving.
- Reviews older than 5 years are not taken into consideration
- older than 12 months have reduced impact in average ratings in line with their date of publishing.
What are investor relations
market leaders?
Taking into account the latest metrics outlined below, these are the current investor relations market leaders:
Which one has collected the most reviews?
AIMultiple uses multiple datapoints in identifying market leaders:
- Product line revenue (when available)
- Number of reviews
- Number of case studies
- Number and experience of employees
- Social media presence and engagement
What are the most mature investor relations software?
Which one has the most employees?
Which investor relations companies have the most employees?
72 employees work for a typical company in this solution category which is 49 more than the number of employees for a typical company in the average solution category.
In most cases, companies need at least 10 employees to serve other businesses with a proven tech product or service. 19 companies with >10 employees are offering investor relations software. Top 3 products are developed by companies with a total of 70k employees. The largest company in this domain is S&P Global with more than 30,000 employees. S&P Global provides the investor relations solution: S&P Capital IQ
Insights
What are the most common words describing investor relations software?
This data is collected from customer reviews for all investor relations companies. The most positive word describing investor relations software is “Easy to use” that is used in 13% of the reviews. The most negative one is “Difficult” with which is used in 3% of all the investor relations reviews.
What is the average customer size?
According to customer reviews, most common company size for investor relations customers is 1-50 Employees. Customers with 1-50 Employees make up 49% of investor relations customers. For an average Cloud solution, customers with 1-50 Employees make up 18% of total customers.
Customer Evaluation
These scores are the average scores collected from customer reviews for all investor relations software. Investor Relations Software are most positively evaluated in terms of "Customer Service" but falls behind in "Value For Money".
Where are investor relations vendors' HQs located?
Trends
What is the level of interest in investor relations software?
This category was searched on average for 445 times per month on search engines in 2024. This number has decreased to 0 in 2025. If we compare with other cloud solutions, a typical solution was searched 445 times in 2024 and this decreased to 0 in 2025.