Top 4Degrees Alternatives

Wealthbox

Wealthbox

wealthbox.com

Wealthbox is a CRM for financial advisors, providing tools for client management, workflow tracking, and integration with financial software.

Carta

Carta

carta.com

Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.

Affinity

Affinity

affinity.co

Affinity is a relationship intelligence platform that automates data entry and manages networks for industries like finance and real estate.

Creatio

Creatio

creatio.com

Creatio is a no-code platform for automating workflows and CRM, enhancing customer interactions and operational efficiency through AI-driven tools.

Maximizer

Maximizer

maximizer.com

Maximizer is a CRM solution for sales that helps manage customer relationships, track activities, and analyze performance efficiently.

Finta

Finta

trustfinta.com

Finta is an AI-powered platform that streamlines fundraising and investor relations with features like a secure deal room, investor CRM, and investment transfer management.

AngelList

AngelList

angellist.com

AngelList connects investors, fund managers, and startups, facilitating investments and providing services for business management.

Clearco

Clearco

clear.co

Clearco offers revenue-based financing for startups, providing quick funding without equity loss, focusing on businesses with solid revenue streams.

Qapita

Qapita

qapita.com

Qapita is an equity management platform for startups and companies, offering tools for cap tables, ESOP management, and investor relations.

Caruso

Caruso

getcaruso.com

Caruso is a software platform for private market fund management, streamlining operations for fund managers in real estate, agriculture, private credit, and private equity.

LeadCenter.AI

LeadCenter.AI

leadcenter.ai

LeadCenter.AI is an AI-powered platform for financial advisors that automates sales and marketing processes to enhance lead management and customer insights.

TaskSuite

TaskSuite

tasksuite.com

TaskSuite is a cloud-based loan management platform that automates and streamlines the loan lifecycle, enhancing efficiency for brokers and lenders.

Hubly

Hubly

myhubly.com

Hubly helps financial advisory firms manage workflows and client relationships through a visual dashboard, integrating with existing tools for improved efficiency and compliance.

Datasite

Datasite

datasite.com

Datasite is a secure virtual data room for managing financial transactions, facilitating collaboration, and supporting due diligence across various industries.

Visible

Visible

visible.vc

Visible is an app that allows startups to manage investor updates, raise funds, and track performance metrics, simplifying communication between founders and investors.

NMI

NMI

nmi.com

NMI is a payment solution app that enables businesses to accept payments securely across multiple platforms including in-store, online, and mobile.

Juniper Square

Juniper Square

junipersquare.com

Juniper Square offers fund software for private markets, facilitating communication and management for GPs and LPs throughout the investment lifecycle.

Hum Capital

Hum Capital

humcapital.com

Hum Capital connects private companies with institutional investors, facilitating access to funding and providing data-driven insights for informed investment decisions.

Rundit

Rundit

rundit.com

Rundit is a portfolio management and LP reporting platform for Venture Capital and Private Equity teams, streamlining data aggregation and reducing manual tasks.

VESTBERRY

VESTBERRY

vestberry.com

Vestberry is a portfolio management app for VC investors, offering data integration, analytics, and insights for informed investment decisions and optimal performance.

Venture360

Venture360

venture360.co

Venture360 is a comprehensive app for venture fund management, providing back office accounting, tax support, and investment tracking with simplified processes.

Vestlane

Vestlane

vestlane.com

Vestlane is a platform for managing investor onboarding and compliance processes for private funds, streamlining workflows and ensuring regulatory adherence.

Fundwave

Fundwave

fundwave.com

Fundwave is a platform for managing fund administration, portfolio performance, investor relations, and deal tracking for various investment types.

Edda

Edda

edda.co

Edda is a platform for VC/PE investors to manage deal flow, portfolios, and networks collaboratively, streamlining data organization and decision-making.

Identifee

Identifee

identifee.com

Identifee is an engagement platform for financial services that provides automated insights and training to enhance customer experience and increase revenue.

Finpace

Finpace

finpace.com

Finpace develops software that automates workflows for financial advisory teams, improving compliance and reducing time waste for both advisors and clients.

Zapflow

Zapflow

zapflow.com

Zapflow is a software platform for professional investors to manage deal flow, fundraising, and portfolio tracking efficiently.

Betterfront

Betterfront

betterfront.io

Betterfront is a SaaS platform for private capital, facilitating primary fundraising and secondary transactions in private equity and venture capital.

Altvia

Altvia

altvia.com

Altvia is a platform for private equity firms that streamlines fundraising, tracks investor engagement, and manages communications and data analysis for better capital raising.

Venture IQ

Venture IQ

ventureiq.nl

Venture IQ is a platform that provides data and tools for venture capital and private equity investments, aiding in market analysis, deal sourcing, and portfolio management.

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