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Best Investor Relationship Management Software

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Investor relationship management software manages the relationships that businesses, typically financial services institutions, have with their investors. These solutions encompass a wide range of functionality, including everything from organizing investor newsletter creation to targeting potential new investors and more.

Investor relationship management software functions much like a regular CRM, but is built to be vertical-specific. The goal of these solutions is to facilitate communications between investors, potential investors, and the company. Some investor relationship management software contains targeting and surveillance tools, which leverage market data to churn out potential investors to target.

Investor relationship management software might also include investor reporting and analytics functionality, and falls under the umbrella of larger investor relations software category.

To qualify for inclusion in the Investor Relationship Management category, a product must:

Be designed for investor relations professionals
Track prospects and contacts throughout the sales pipeline
Function as a repository for prospect interactions
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Best Investor Relationship Management Software At A Glance

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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54 Listings in Investor Relationship Management Available
(31)4.2 out of 5
2nd Easiest To Use in Investor Relationship Management software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Dynamo Software is a leading provider of alternative investment management software platform that enables asset allocators, private equity (PE) firms, venture capital (VC) firms, and institutional inv

    Users
    No information available
    Industries
    • Investment Management
    • Venture Capital & Private Equity
    Market Segment
    • 55% Small-Business
    • 35% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Dynamo Software Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    12
    Customer Support
    9
    Functionality
    8
    Customization
    6
    Document Management
    6
    Cons
    Learning Curve
    5
    Learning Difficulty
    5
    Difficult Learning
    4
    Not User-Friendly
    4
    Steep Learning Curve
    4
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1998
    HQ Location
    Watertown, MA
    Twitter
    @dynamosoft
    348 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    424 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Dynamo Software is a leading provider of alternative investment management software platform that enables asset allocators, private equity (PE) firms, venture capital (VC) firms, and institutional inv

Users
No information available
Industries
  • Investment Management
  • Venture Capital & Private Equity
Market Segment
  • 55% Small-Business
  • 35% Mid-Market
Dynamo Software Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
12
Customer Support
9
Functionality
8
Customization
6
Document Management
6
Cons
Learning Curve
5
Learning Difficulty
5
Difficult Learning
4
Not User-Friendly
4
Steep Learning Curve
4
Seller Details
Company Website
Year Founded
1998
HQ Location
Watertown, MA
Twitter
@dynamosoft
348 Twitter followers
LinkedIn® Page
www.linkedin.com
424 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Founders thrive with Visible by building strong investor relationships, streamlining investor updates, managing capital raises, and tracking key metrics.

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 93% Small-Business
    • 7% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2016
    HQ Location
    San Francisco, CA
    Twitter
    @VisibleVC
    4,005 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    19 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Founders thrive with Visible by building strong investor relationships, streamlining investor updates, managing capital raises, and tracking key metrics.

Users
No information available
Industries
  • Computer Software
Market Segment
  • 93% Small-Business
  • 7% Mid-Market
Seller Details
Year Founded
2016
HQ Location
San Francisco, CA
Twitter
@VisibleVC
4,005 Twitter followers
LinkedIn® Page
www.linkedin.com
19 employees on LinkedIn®

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(46)4.7 out of 5
1st Easiest To Use in Investor Relationship Management software
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Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Backstop, a service of ION Analytics, has a mission to help clients break down the barriers to data access and deliver better decisions. As part of ION Analytics, our industry-leading services redef

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 76% Small-Business
    • 20% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2000
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    157 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Backstop, a service of ION Analytics, has a mission to help clients break down the barriers to data access and deliver better decisions. As part of ION Analytics, our industry-leading services redef

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 76% Small-Business
  • 20% Mid-Market
Seller Details
Year Founded
2000
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
157 employees on LinkedIn®
(57)4.5 out of 5
3rd Easiest To Use in Investor Relationship Management software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities tha

    Users
    • Investor Relations
    Industries
    • Mining & Metals
    • Financial Services
    Market Segment
    • 75% Small-Business
    • 18% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Irwin Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customization
    1
    Cons
    Limited Accessibility
    1
    Limited Data
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2017
    HQ Location
    Toronto, Ontario
    LinkedIn® Page
    www.linkedin.com
    152 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities tha

Users
  • Investor Relations
Industries
  • Mining & Metals
  • Financial Services
Market Segment
  • 75% Small-Business
  • 18% Mid-Market
Irwin Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customization
1
Cons
Limited Accessibility
1
Limited Data
1
Seller Details
Year Founded
2017
HQ Location
Toronto, Ontario
LinkedIn® Page
www.linkedin.com
152 employees on LinkedIn®
(14)4.3 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Navigate dynamic markets, tell your best story, build stronger engagement, and establish new relationships to drive long-term valuation. With Nasdaq IR Insight, investor relations (IR) teams can emplo

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 43% Enterprise
    • 43% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Nasdaq IR Insight Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    1
    Ease of Access
    1
    Efficiency
    1
    Reporting
    1
    Cons
    Data Inaccuracy
    1
    Difficult Learning
    1
    Limited Customization
    1
    Limited Data
    1
    Poor Usability
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Nasdaq
    Company Website
    Year Founded
    1971
    HQ Location
    New York
    Twitter
    @Nasdaq
    166,631 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8,214 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Navigate dynamic markets, tell your best story, build stronger engagement, and establish new relationships to drive long-term valuation. With Nasdaq IR Insight, investor relations (IR) teams can emplo

Users
No information available
Industries
No information available
Market Segment
  • 43% Enterprise
  • 43% Small-Business
Nasdaq IR Insight Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
1
Ease of Access
1
Efficiency
1
Reporting
1
Cons
Data Inaccuracy
1
Difficult Learning
1
Limited Customization
1
Limited Data
1
Poor Usability
1
Seller Details
Seller
Nasdaq
Company Website
Year Founded
1971
HQ Location
New York
Twitter
@Nasdaq
166,631 Twitter followers
LinkedIn® Page
www.linkedin.com
8,214 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Flowlie's Fundraising Hub helps founders close rounds faster. Use Flowlie to plan your round, prepare your outreach, share your deck and one-pager, and track investor engagement. 1,500 founders across

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Flowlie
    Year Founded
    2021
    HQ Location
    Miami, US
    LinkedIn® Page
    www.linkedin.com
    10 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Flowlie's Fundraising Hub helps founders close rounds faster. Use Flowlie to plan your round, prepare your outreach, share your deck and one-pager, and track investor engagement. 1,500 founders across

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Seller
Flowlie
Year Founded
2021
HQ Location
Miami, US
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Clienteer is an intuitive and highly configurable relationship management platform designed specifically for hedge funds and institutional asset managers to assist in the areas of investor relations,

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1998
    HQ Location
    New York, US
    Twitter
    @imagineer_tech
    370 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    10 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clienteer is an intuitive and highly configurable relationship management platform designed specifically for hedge funds and institutional asset managers to assist in the areas of investor relations,

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Year Founded
1998
HQ Location
New York, US
Twitter
@imagineer_tech
370 Twitter followers
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Q4 Desktop streamlines, simplifies, and structures how Investor Relations teams manage and build relationships with the Capital Markets. In a single place, IR teams can track, summarize, and report o

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Q4 Inc
    Year Founded
    2006
    HQ Location
    Toronto, ON
    Twitter
    @q4tweets
    3,619 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    447 employees on LinkedIn®
    Ownership
    TSX: QFOR
Product Description
How are these determined?Information
This description is provided by the seller.

Q4 Desktop streamlines, simplifies, and structures how Investor Relations teams manage and build relationships with the Capital Markets. In a single place, IR teams can track, summarize, and report o

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Seller
Q4 Inc
Year Founded
2006
HQ Location
Toronto, ON
Twitter
@q4tweets
3,619 Twitter followers
LinkedIn® Page
www.linkedin.com
447 employees on LinkedIn®
Ownership
TSX: QFOR
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 inve

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 67% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2019
    HQ Location
    Miami, Florida, United States
    Twitter
    @allvuesystems
    186 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    581 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 inve

Users
No information available
Industries
No information available
Market Segment
  • 67% Small-Business
Seller Details
Year Founded
2019
HQ Location
Miami, Florida, United States
Twitter
@allvuesystems
186 Twitter followers
LinkedIn® Page
www.linkedin.com
581 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CAPTEC CRM IS A COMPREHENSIVE MARKETING AND IR TECHNOLOGY SOLUTION FOR THE ASSET MANAGEMENT SECTOR

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Captec
    HQ Location
    Oxford, United Kingdom
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CAPTEC CRM IS A COMPREHENSIVE MARKETING AND IR TECHNOLOGY SOLUTION FOR THE ASSET MANAGEMENT SECTOR

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Seller
Captec
HQ Location
Oxford, United Kingdom
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Gain seamless access to over 100,000 investors with a powerful platform that integrates deal insights and a CRM system.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    CRINO.IO
    Year Founded
    2020
    HQ Location
    Tallinn, EE
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Gain seamless access to over 100,000 investors with a powerful platform that integrates deal insights and a CRM system.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Seller
CRINO.IO
Year Founded
2020
HQ Location
Tallinn, EE
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
(12)3.8 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Dasseti ENGAGE is an AI-powered RFP and DDQ automation platform for the investment management industry. Designed for investor relations and RFP teams, ENGAGE streamlines every stage of the response pr

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 67% Mid-Market
    • 17% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Dasseti ENGAGE Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Efficiency
    7
    Ease of Use
    6
    Customer Support
    4
    Time-saving
    4
    AI Technology
    3
    Cons
    Poor Usability
    6
    Feature Deficiency
    4
    Not User-Friendly
    4
    Clunky Interface
    3
    Complexity
    3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Dasseti
    Company Website
    Year Founded
    2019
    HQ Location
    New York, US
    Twitter
    @Dasseti
    88 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    70 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Dasseti ENGAGE is an AI-powered RFP and DDQ automation platform for the investment management industry. Designed for investor relations and RFP teams, ENGAGE streamlines every stage of the response pr

Users
No information available
Industries
  • Financial Services
Market Segment
  • 67% Mid-Market
  • 17% Small-Business
Dasseti ENGAGE Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Efficiency
7
Ease of Use
6
Customer Support
4
Time-saving
4
AI Technology
3
Cons
Poor Usability
6
Feature Deficiency
4
Not User-Friendly
4
Clunky Interface
3
Complexity
3
Seller Details
Seller
Dasseti
Company Website
Year Founded
2019
HQ Location
New York, US
Twitter
@Dasseti
88 Twitter followers
LinkedIn® Page
www.linkedin.com
70 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    eFront Investment Café transforms investor relationship management, providing a modern, clean and easy to use cloud-based investor portal in order to guarantee investors secure access to information a

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Enterprise
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    BlackRock
    Year Founded
    1988
    HQ Location
    New York, New York, United States
    Twitter
    @eFrontFinancial
    1,145 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    30,822 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

eFront Investment Café transforms investor relationship management, providing a modern, clean and easy to use cloud-based investor portal in order to guarantee investors secure access to information a

Users
No information available
Industries
No information available
Market Segment
  • 100% Enterprise
Seller Details
Seller
BlackRock
Year Founded
1988
HQ Location
New York, New York, United States
Twitter
@eFrontFinancial
1,145 Twitter followers
LinkedIn® Page
www.linkedin.com
30,822 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Seller Details
    Expand/Collapse Seller Details
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sesame has been built to provide a radically different experience when accessing investment data. We manage the high levels of sophistication and complexity by: - Managing or automating sourcing of a

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Landytech
    Year Founded
    2018
    HQ Location
    London, GB
    LinkedIn® Page
    www.linkedin.com
    102 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Sesame has been built to provide a radically different experience when accessing investment data. We manage the high levels of sophistication and complexity by: - Managing or automating sourcing of a

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Seller
Landytech
Year Founded
2018
HQ Location
London, GB
LinkedIn® Page
www.linkedin.com
102 employees on LinkedIn®