Page 2 - Top Koyfin Alternatives

Inven

Inven

inven.ai

Inven is an AI-powered tool designed to help its users find potential Merger and Acquisition (M&A) targets with enhanced speed and efficiency. By scanning millions of websites, Inven provides detailed data on companies that align with specific search criteria, thereby transforming manual desktop research into an automated process. The tool caters to various user categories including Private Equity Firms, Investment Banks, Business Brokers, Consultants, and Corporate Development teams. Each of these professional groups can leverage Inven's unique capabilities to identify perfect platform companies, high-potential entities, companies ready for sale, acquire industry knowledge quickly, and find synergistic acquisition targets, respectively. Inven's core feature is allowing users to input 1-2 example companies, after which the AI scours the internet to find similar companies and return a list complete with key data points; making sure critical opportunities are not missed. It also positions itself as an alternative to traditional online search methods, offering relevant and detailed company data based on their actual business activities. The tools strategic approach also aims to significantly improve productivity and create more value for its users. Inverting the AI platform is used and appreciated by prominent M&A professionals who underline its competitive advantage: speed, relevant results, and a significant understanding of market landscapes.

Quill AI

Quill AI

quillai.com

AI for financial documents. Parse documents, get SEC alerts, and generate financial models. Quill AI automates the tedious parts of researching and investing in public equities. Extract back-linked data from SEC filings and earnings calls, get excel-downloadable financial historicals with company-specific KPIs, and digest earnings results faster every quarter. Faster processes help you increase your coverage per analyst.

AlphaResearch

AlphaResearch

alpharesearch.io

AlphaResearch helps investors extract information from unstructured texts, filings, earnings call transcripts, and much more.

Tegus

Tegus

tegus.com

Tegus modernizes and streamlines the way institutional investors and companies do research.

Doceo

Doceo

doceo.tv

Our mission is to promote transparency to all shareholders by providing retail investors with a platform to access regular, timely updates direct from investment managers through bite-size, analytical videos.

Coinseeker.co

Coinseeker.co

coinseeker.co

Coinseeker helps professional investors, businesses, and venture capital in identifying the most recent fundraising rounds for crypto and blockchain companies.

Aiera

Aiera

aiera.com

Aiera is the only LIVE event monitoring and search platform covering all available Wall Street events, providing real-time transcription and one-click audio. The experience is available through an easy-to-use desktop and mobile app that also provides search and collaboration across filings, news, and other company-specific data, such as sentiment and key topic analysis. Aiera is set to cover over 60K investor conferences and earnings events each year (with an over 95% connection rate), spanning more than 13K companies worldwide. Aiera is available to everyone for one low subscription price, and can also be accessed via direct integration or API.

Cyndx

Cyndx

cyndx.com

Cyndx is an AI-powered deal search and discovery engine that uses machine learning (ML) and natural language processing (NLP) to identify closely-similar companies for deal sourcing, client prospecting, and more. Instead of relying on keywords, static company classifications, and purely historical data. Cyndx uses artificial intelligence (AI) and natural language processing (NLP) to inge

Tradepost.ai

Tradepost.ai

tradepost.ai

At Tradepost.ai, we are revolutionizing the way financial information is analyzed and utilized. As an independent software development company, we're dedicated to empowering traders and investors with state-of-the-art AI tools and analytics. Our Products and Services: * AI-Powered Analysis of Financial Newsletters: Our platform offers a unique service where users can forward their financial newsletters directly to an AI-powered inbox. This tool analyzes the content, extracting key insights and trends, aiding in informed decision-making. * Sentiment Timeline Analysis: This innovative feature tracks and presents the evolving sentiment towards trade ideas as reported by news providers over time. It offers users a dynamic view of shifting market perceptions and consensus, providing a deeper understanding of market trends. * Advanced Search & Trading Idea Generation: Our advanced search functionality allows users to sift through vast amounts of data quickly and efficiently. Combined with our AI's capability to generate trading ideas, users gain access to valuable insights that might otherwise be overlooked. * Real-Time SEC Filings Monitoring: We keep our users ahead of the curve by providing real-time tracking and analysis of all 10-K and 10-Q SEC filings. This ensures that they are always up-to-date with the latest financial disclosures and market-moving news. At Tradepost.ai, we're committed to providing our users with tools that are not just powerful but also intuitive and easy to use. Our aim is to democratize access to advanced financial analysis, making it accessible to traders and investors of all levels. Join us in this journey to redefine financial analytics.

Visible

Visible

visible.vc

One Platform to Elevate Your Investor Relationships. Update investors, raise capital, and track metrics from a single platform. Visible.vc is on a mission to help founders succeed. We’ve built the most founder-friendly fundraising, stakeholder communication, and reporting tools for startups and the investors who back them. Learn more about our software solutions for founders & investors at Visible.vc.

Growjo

Growjo

growjo.com

Growjo tracks the fastest growing companies and startups in the world using annual revenue, competitor analysis, “number of employees” growth, funding news, sales & financials, valuation increases and other growth triggers.

Tresmark

Tresmark

tresmark.com

Tresmark gives you real-time access to global markets, including currencies, fixed-income, equities, commodities, and financial derivatives. The Tresmark terminal is a crucial tool that gives you better insight into financial markets, live updated rates for better pricing on trades, and instant news that keeps you ahead of other industry leaders. Tresmark also provides users with multiple and customized dashboard options and user-friendly tools like Technical analysis, Calculators, Central Bank data, Alerts, and Event calendars.

Moneytree

Moneytree

moneytree.com

With Moneytree’s new easy-to-use solution, Merit, you have access to comprehensive data and insights on a wide range of investments. And it’s simple to compare multiple plans, account for risk and historical factors, all while answering the question: do your plans have merit? Merit allows you to:Build and compare portfolios to assess the best risk/return profile for your plans.Review and analyze portfolios based on risk, holdings, and geographic distribution.Compare many scenarios based on portfolio strengths, weaknesses, and historical data.View and present the results in a streamlined, visual way.

DEF 14

DEF 14

def14.co

At DEF 14, our mission is to revolutionize the way you understand and engage with shareholder activism. We provide cutting-edge analytics and intelligence that transform data into actionable insights. Whether you are defending against activist campaigns or driving them, our platform is designed to give you a competitive edge with the most advanced tools and information in the industry.

Pro-Forma

Pro-Forma

pro-forma.com

Thousands of startup founders use Pro-Forma to quickly and easily create their startup financial model, value their startup, create and negotiate investor term sheets, and confidently sail through financial due diligence to get the capital needed for launch.

Fintellect

Fintellect

fintellect.pro

Fintellect is a streamlined finances platform for professional service firms: design studious, IT outsources, consulting firms and other B2B services. It has everything a service company may need to manage finances. - Team Rates: break-even and commercial rates, billable hours & hourly utilisation cost. - Projects Price Quotes: automated price estimation tool for fixed-price, T&M, one-time, and retainer projects. - Production Cost Management Automation: track project profitability in real-time, and connect your time-tracking app to automate cost calculation. - Financial Planning: simple expenses and incomes projections with categorisation, recurring costs, potential cash gaps and pitfalls. - Automated Cashflow with Bank Integration: connect any number of bank accounts to track your financial statement live, and set up automated keyword-sorting for your business transactions. - Invoice Generation, Tracking and Management: automatically create invoice for all client's payments, generate PDF's, and get notified if it is paid.

Aumni

Aumni

aumni.fund

Aumni's mission is to empower leaders in the private capital markets to make data-based investment decisions. We use the latest technology to discover, analyze, and deliver investment insights previously buried in unstructured closing set documents—we shine a bright light on your best work. And we give you full access to your entire portfolio and unprecedented market benchmarking. It’s all at your fingertips, day or night. With Aumni, you can: ➤ Centralize legal document management — Aumni automates the collection, organization, and audit of the closing set and executed agreements underlying all transactions with each portfolio company. Our audit ensures 100% fidelity across all documents and data sets. ➤ Liberate your workflow — Your team has immediate access to all financial and legal data points, i.e., capitalization, deal terms, legal terms, QSBS tracking, and co-investor analysis. Enjoy newfound liberation from the tedious manual contract searches you used to endure. ➤ Disseminate accurate, valuable information — Centralize and automate access to sought-after documents and data to improve communication with finance, legal, and investment teams, external auditors, and other software systems. ➤ Modernize fundraising — Bolster your appeal by demonstrating a sophisticated data strategy, institutional-level reporting compliance, and proof of readiness for increased transaction volume.

Asset-Map

Asset-Map

asset-map.com

Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.8 million people and $1.5 trillion in financial instruments.

IntraAlpha

IntraAlpha

intraalpha.com

IntraAlpha is platform designed to help option traders make better trades. IntraAlpha revolutionizes option trading with its cutting-edge software, empowering traders to make informed decisions. Leveraging advanced algorithms and real-time market data, IntraAlpha sifts through vast options landscapes to pinpoint optimal buying or selling opportunities. Its intuitive interface provides traders with comprehensive analyses, including volatility trends, historical performance, and risk metrics. The platform's user-friendly design seamlessly integrates complex data, offering actionable insights that enhance decision-making. Whether you're a seasoned professional or a novice trader, IntraAlpha equips you with the tools to navigate the dynamic options market, maximizing potential returns and minimizing risks. Stay ahead of the curve with IntraAlpha, your indispensable companion in the world of option trading.

Company Watch

Company Watch

companywatch.net

Company Watch is a comprehensive financial risk management software solution designed to empower businesses of all sizes to identify, assess, and mitigate financial risks. This software falls under the category of Financial Risk Management and Third Party & Supplier Risk Management, and is targeted towards businesses looking to make informed decisions regarding potential investments, partnerships, and financial transactions. Company Watch offers a robust suite of features to equip users with the tools they need for effective financial risk management: • Streamlined data acquisition: Effortlessly gather and analyse data from various sources, including public records and sanctions lists. • Automated risk assessments: Leverage pre-built risk profiles and customisable scoring models to gain a swift and insightful understanding of potential financial risks associated with businesses, suppliers, or investment opportunities. • Enhanced due diligence: Conduct in-depth due diligence investigations with features like enhanced director matching, anti-money laundering (AML) checks, fraud checks, and detailed business intelligence reports. • Predictive analytics: Gain valuable insights into future financial performance through cutting-edge predictive analytics tools, allowing for proactive risk mitigation strategies. • Centralised reporting: Generate comprehensive reports that consolidate all risk assessment data and findings, facilitating clear and efficient communication with stakeholders. By utilising Company Watch, businesses can experience a host of benefits: • Confident decision making: Gain the confidence to make informed financial decisions backed by data-driven insights and comprehensive risk assessments. • Reduced risk exposure: Proactively identify and mitigate potential financial risks, minimising potential losses and safeguarding your business. • Improved efficiency: Streamline due diligence processes and save valuable time by automating data collection and analysis tasks. • Enhanced compliance: Ensure adherence to financial regulations with built-in AML checks and compliance features. • Optimised resource allocation: Allocate resources strategically by focusing on the most critical risks identified through Company Watch's risk assessments. Company Watch empowers businesses to navigate the complexities of today's financial landscape with confidence. Its comprehensive suite of features and data-driven insights provide a clear advantage for making informed financial decisions that promote business growth and long-term success.

Founderpath

Founderpath

founderpath.com

The way SaaS founders get capital without giving up equity. Get $10k-$1m in 72 hours. Everyone gets free analytics.

Betterfront

Betterfront

betterfront.io

Betterfront is an investment technology company dedicated to private capital. Betterfront provides a SaaS platform for primary fundraisings and a SaaS-enabled marketplace for secondary transactions of private equity and venture capital funds.

MarktoMarket

MarktoMarket

marktomarket.io

MarktoMarket is a data and analytics platform designed to help M&A professionals generate better ideas, faster. Our software connects advisers and investors to the UK’s most comprehensive and easily searchable database of private company intelligence.

Jacobi

Jacobi

jacobistrategies.com

Jacobi streamlines multi-asset investment processes with a customizable cloud-based platform for portfolio design, analysis, and engagement. Jacobi is a pioneer of “front office-to-client” integration and digitization which sits above and across traditional bottom-up portfolio management applications. With Jacobi asset managers can scale, bespoke, forward looking and historical analysis and therefore better managing portfolio risk to objectives. Jacobi is built for client engagement allowing users to showcase their investment processes using interactive, white-labelled dashboards, apps and reports. Jacobi provides its technology to top-tier investors across the globe, including wealth managers, asset owners, asset managers and investment consultants. Jacobi is headquartered in San Francisco with offices in Australia, and London, UK.

Databento

Databento

databento.com

Databento makes it simpler and faster to access institutional-grade financial data. Its self-service model allows users to instantly pick up live exchange feeds and terabytes of historical data for US equities and futures—and only pay for what they use. Databento’s servers are hosted in the colocation facilities of various trading venues for low-latency and high-fidelity data capture, direct from the source.

BeyondIRR

BeyondIRR

beyondirr.com

At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs, RIAs) so that they can deliver a better experience to their clients. We intend to assist them with technology-enabled and insights-driven capabilities on markets, investment products as well as client portfolios. We also aim to provide them access to products that are currently accessible to only a select few, so that they can offer such niche products to their clients.

PrivCo

PrivCo

privco.com

Discover valuable insights into the financial health, market position, and growth trajectory of private companies in the U.S. with PrivCo - your go-to source for industry-leading intelligence. Our platform provides comprehensive coverage of truly private companies, which make up the majority of U.S. businesses, and are often overlooked by other deal-focused resources. Whether you're looking for new targets or need to augment your due diligence, PrivCo offers the data and analysis you need to make informed decisions.

Kwanti

Kwanti

kwanti.com

Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects. The web-based portfolio analytics solution aids financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals. Features: * Portfolio drill-down allocation, stress tests, performance, risk, hypotheticals, optimization, blended benchmarks * Custom client proposals and reports with built-in PDF editor * Integrations with third party vendors and custodians Visit Kwanti.com today for a free 30-day trial!

Sourcescrub

Sourcescrub

sourcescrub.com

Sourcescrub is the market-leading Deal Sourcing Platform for investment and M&A teams who need the most complete, accurate, and connected view of private markets. Using a proprietary Expert-in-the-loop AI process, Sourcescrub weaves more than 190,000 information Sources and 15M companies into a web of insight in our AI-powered platform to discover, track, and engage the best targets.

Pepper

Pepper

onpepper.com

Pepper helps Alternative Asset Managers address their business opportunities across the company through our integrated, componentized, next-gen data platform. Pepper is the only System of Engagement (SOE) with a cloud-based platform adaptable to the types of investment needs, strategies, complexity, and imagination asset managers require. The pace of change in asset management is increasing globally, with a fundamental shift to more alternative asset class investment. Pepper is ahead of the growing Fintech community by providing a scalable integrated solution that solves the demands of asset managers now, and in 10 years. Pepper enables asset managers to collect all their data, make those assets easily available to the enterprise anytime/anywhere in a safe and secure environment, visualize investment decisions and gain deep insights from those decisions. Pepper has no silos, no barriers between the different modules of functionality; data need only ever be verified and entered once. And the more data is uploaded, the more powerful and versatile that data becomes. PEPPER SOLVES… • Data Complexity – Increasing collaboration across different functional teams – everyone sees and has access to the same data. • Speed and Accessibility – Streamlining operations of existing portfolios, including valuations, cash, and liquidity management. • Insights and Reporting – Data is only good if it is relevant and useful, timely and comprehensive, without Pepper asset managers waste time managing data chaos. • Action and Decision Making – Analyzing deals, assets and helps asset managers make the BEST decisions for the portfolio.

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