# Best Investor Relationship Management Software - Page 4

## How Many Investor Relationship Management Software Products Does G2 Track?

**Total Products under this Category:** 62

### Category Stats (Aug 2026)

- **Average Rating:** 4.52/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Dasseti ENGAGE (+2.01%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Investor Relationship Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 200+ Authentic Reviews
- 62+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Investor Relationship Management Software
 ![G2 Grid® for Investor Relationship Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/investor-relationship-management/grids.png?focus%5B%5D=1506249&focus%5B%5D=22252&focus%5B%5D=57594&focus%5B%5D=15851&focus%5B%5D=110942)

Highlighted products: Vessel, Dynamo Software, Backstop Solutions Suite, Visible, and Irwin.

Underlying data: [Grid® JSON](https://www.g2.com/categories/investor-relationship-management/grids.json?focus%5B%5D=vessel-vessel&focus%5B%5D=dynamo-software-dynamo-software&focus%5B%5D=backstop-solutions-suite&focus%5B%5D=visible&focus%5B%5D=irwin)

**Sponsored**

### GoSkills

GoSkills is a modern, AI-first Learning Management System (LMS) and Learning Experience Platform (LXP) that helps organizations create, deliver, track, and scale employee training quickly, easily, and affordably. The #1-rated LMS for growing startups, SMBs, and mid-market organizations that want to launch training fast, without the complexity of a traditional LMS. Easy to implement, easy to manage, and comes with a free plan and flexible pricing. Key capabilities • Built-in course library: 500+ expert-led courses in business, technology, software, soft skills, leadership, and professional development, continuously updated. • Gamified microlearning: 3–7 minute lessons with quizzes, exercises, and reference materials that drive engagement and retention. • Course builder: Build custom courses with an intuitive block-based editor; import SCORM, xAPI, AICC, and CMI5 content; export courses to other LMS platforms. • AI course creation (Genie AI): Generate full courses with a conversational AI assistant, or turn PDFs and PowerPoints into structured training in minutes, in multiple languages. • Learning paths: Curated sequences that take learners from novice to expert, or guide them through skills needed for career advancement and role transitions. • AI tutor and recommender: On-demand 24/7 learner support and personalized course suggestions based on goals. • Reporting and analytics: Granular tracking from learner progress to individual lesson level; identify and close skills gaps; collect feedback with customizable review forms. • Automated workflows: Manage learners by role or team, assign courses, set due dates, and schedule reminders. • Certification and compliance: Issue certificates on completion; log offline and live training; maintain audit-ready records. • Custom branding: Personalize your platform with custom logos, login pages, and certificates. • SSO and integrations: Google, Microsoft, and Okta SSO; SCIM 2.0; REST API and Zapier; SOC 2 compliant. Use cases Employee onboarding, upskilling and reskilling, leadership development, compliance training, and partner or customer training. Who GoSkills is for L&D professionals, HR teams, operations managers, team managers, and company owners. Its intuitive design makes it easy for roles outside of L&D to deploy and manage a successful training program. Used across technology, professional services, retail, construction, manufacturing, healthcare, nonprofits, government, and more. Problems GoSkills solves GoSkills replaces the fragmented combination of a learning library, authoring tool, and LMS with one intuitive platform launchable in minutes. Its microlearning format drives completion rates above 40% — more than 3x the industry average — tackling the engagement challenges most organizations face. Built-in AI tools and simple admin workflows significantly reduce course creation and management time. Why teams choose GoSkills GoSkills uniquely combines two essentials in one platform: a built-in library of 500+ expert-led courses, with a modern LMS for creating and managing custom training. Teams can get started fast with ready-made content, then build their own onboarding, compliance, SOP, customer education, and role-specific training in the same system. Unlike traditional LMS platforms, GoSkills is fast to set up, genuinely enjoyable to use, and priced for teams of any size, including small teams that other platforms won’t serve. Trusted by 10,000+ teams worldwide, GoSkills is consistently rated #1 on G2 for Ease of Use, Setup, and Support.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=2100&secure%5Bchosen_at%5D=2026-08-06T12%3A02%3A59Z&secure%5Bdisplayable_resource_id%5D=565&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=23786&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=23786&secure%5Bresource_id%5D=2100&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finvestor-relationship-management%3Fpage%3D4&secure%5Btoken%5D=2869ad2eeb3b0eeff9c97444eda87d640ce1be12920288b4d6e5913345a9b956&secure%5Burl%5D=https%3A%2F%2Fwww.goskills.com%2Flms%3Futm_source%3Dg2.com%26utm_medium%3Dppc%26utm_campaign%3Dg2_clicks&secure%5Burl_type%5D=custom_url)

### [Invessed](https://www.g2.com/products/invessed/reviews)

Invessed helps Wealth and Asset managers get closer to their clients, with data-enabled Investor Portals and Apps.

#### Who Is the Company Behind Invessed?

- **Seller:** [GrowCreate](https://www.g2.com/sellers/growcreate)
- **Year Founded:** 2012
- **HQ Location:** Thame, GB
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8d21d8d39b96bd82e69cbe67831846e651794ccf8494a3277557719725b37ba2&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Finvessed-tech&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [InvestorHub](https://www.g2.com/products/investorhub/reviews)

Discover InvestorHub, a groundbreaking investor marketing platform that simplifies and streamlines the way public companies connect with shareholders. Say goodbye to traditional IR methods and welcome a new era of effortless and time-efficient investor engagement. InvestorHub delivers unmatched benefits with remarkable simplicity: Streamlined Investor Communication: Effortlessly reach and engage a diverse range of investors, including retail. Companies on InvestorHub have achieved up to 50x more investor interactions, all whilst saving precious time. Intelligent Investor Insights: Leverage enriched share registry data, smart shareholder analysis, and proactive monitoring of shareholder behaviour for early risk detection. InvestorHub simplifies investor relationship management, letting you focus on what truly matters. Optimised Capital Raise Outcomes: Raise more capital with lower discounts and reduced risk of trader arbitration. InvestorHub makes capital raising uncomplicated and efficient, giving you the edge you need. InvestorHub is how modern public companies build investor demand.

#### Who Is the Company Behind InvestorHub?

- **Seller:** [InvestorHub](https://www.g2.com/sellers/investorhub)
- **Year Founded:** 2022
- **HQ Location:** Melbourne, AU
- **Twitter:** @asxleaders  
37 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cea8e985fc1dd32772020c100ff9aa7af55719c8b123806a6a44fa56f9a5993b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finvhub%2F&secure%5Burl_type%5D=linkedin_company_website)  
56 employees on LinkedIn®

### [Investor Relations & LP Portal Management](https://www.g2.com/products/investor-relations-lp-portal-management/reviews)

Institutional investor relations, built for real estate syndicators. The modern SaaS platform that replaces spreadsheets, manual reports, and fragmented portals. Impress LPs, automate compliance, and scale your funds with confidence.

#### Who Is the Company Behind Investor Relations & LP Portal Management?

- **Seller:** [Liquid](https://www.g2.com/sellers/liquid-1f62ec17-513a-428e-9621-9f1744ae72f5)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [IR.Manager](https://www.g2.com/products/ir-manager/reviews)

IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features. With IR.Manager, you can optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports.

#### Who Is the Company Behind IR.Manager?

- **Seller:** [Euronext](https://www.g2.com/sellers/euronext-ade695e2-ab3b-4aa2-8729-10a8f7de4a71)
- **HQ Location:** Stockholm, SE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=40ba2703c68be750d0f0ef5076cb390aa51a61383646df68e862ecfb30e85b64&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finsiderlog&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

### [Kore All-In-One Platform](https://www.g2.com/products/kore-all-in-one-platform/reviews)

KoreConX is an all-in-one platform for companies looking to raise capital. The platform supports a wide variety of activities, from issuing securities to managing shareholder relations and cap table. Our solution can be utilized by broker-dealers, investor acquisition firms, law firms and accountants. KoreConX streamlines the capital raise process for RegCF, RegA+, and RegD offerings, improving efficiency and compliance. It also enhances ongoing communications with investors, fostering better relationships beyond the initial fundraising.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Kore All-In-One Platform?

- **Seller:** [KoreConX](https://www.g2.com/sellers/koreconx)
- **Year Founded:** 2016
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eaeb202c372d0a30e635539ea9fae71af2eaa99faf3fbcf021f5771fb66387e1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkoreconx%2F&secure%5Burl_type%5D=linkedin_company_website)  
60 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Kore All-In-One Platform?

**["Kore keeps me Very organized, is easy to navigate and customizable. "](https://www.g2.com/survey_responses/kore-all-in-one-platform-review-3057032)**

**Rating:** 4.5/5.0 stars

_— Verified User in Sports_

[Read full review](https://www.g2.com/survey_responses/kore-all-in-one-platform-review-3057032)

#### What Are G2 Users Discussing About Kore All-In-One Platform?

- [What is KoreConX Manage IR used for?](https://www.g2.com/discussions/what-is-koreconx-manage-ir-used-for)

### [Ledgex](https://www.g2.com/products/ledgex/reviews)

Investor/Activity/Workflow management, Robust Reporting, Sales & Marketing Enablement and Compliance Support

#### Who Is the Company Behind Ledgex?

- **Seller:** [Ledgex](https://www.g2.com/sellers/ledgex)
- **Year Founded:** 2010
- **HQ Location:** Framingham, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8376389709f3d1dd66711fbaa8bc5c649f39e8dfc5461cffbd438e5deabb9b4f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fledgex-systems&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [LPbacked](https://www.g2.com/products/lpbacked/reviews)

LPbacked helps fund managers find and connect with the right limited partners. Our platform provides access to 19,000+ verified LPs across family offices, pension funds, endowments, foundations, sovereign wealth funds, and fund-of-funds in 133 countries. Search and filter investors by AUM, geography, sector focus, and investment preferences, then access verified decision-maker emails, phone numbers, and LinkedIn profiles. Track mandates, allocation changes, and firm updates, build targeted investor lists, and export directly to your CRM or fundraising workflow. Designed for emerging and mid-market managers, LPbacked offers a faster and more affordable alternative to traditional institutional data providers, helping GPs spend less time sourcing investors and more time building relationships and closing commitments.

#### Who Is the Company Behind LPbacked?

- **Seller:** [LPbacked](https://www.g2.com/sellers/lpbacked)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d19ba23d7ac1bfb49433ed8edd3f1641d6a0a84a5734a42e038446cbba040fd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flpbacked&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Modular Finance](https://www.g2.com/products/modular-finance/reviews)

We make capital markets more transparent. We build smarter products and enrich them with our unique top-tier data, enabling investor relations and finance professionals to perform at their best.

#### Who Is the Company Behind Modular Finance?

- **Seller:** [Modular Finance](https://www.g2.com/sellers/modular-finance)
- **Year Founded:** 2014
- **HQ Location:** Stockholm, SE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2c583f98955dec39a589c8efd7bb9790c06f65845a93763520c0cd6f25ccc8c7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmodular-finance&secure%5Burl_type%5D=linkedin_company_website)  
97 employees on LinkedIn®

### [Obsidian CRM](https://www.g2.com/products/obsidian-crm/reviews)

Obsidian CRM seamlessly keeps track of all your contacts, notes, activities and opportunities using the interactive finance CRM dashboard.

#### Who Is the Company Behind Obsidian CRM?

- **Seller:** [Alpha](https://www.g2.com/sellers/alpha-e9094a81-7549-4c4f-80d2-5b0fbdbdc8dc)
- **Year Founded:** 2003
- **HQ Location:** London, England, United Kingdom
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1964f15d8a8a721b610e3f899f91f9a2ad6d9808fc164962587f5cee32f91345&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Falpha-financial-markets-consulting&secure%5Burl_type%5D=linkedin_company_website)  
981 employees on LinkedIn®

### [OpenRound](https://www.g2.com/products/openround/reviews)

Investor relations CRM for founders navigating relationship heavy VC and Angel equity based fundraising. Helping to manage and track relationships easily by allowing an instant view of relationships in need of catching up, setting reminders split by general keep warms, and date specific critical follow ups. Plus other features to support such as Database of 5,500+ early stage investors (Angels, Family offices, Solo VCs, and multi stage funds) and term sheet visualisation tool enabling an ability to model out terms and see their effects on dilution or pro-rata.

#### Who Is the Company Behind OpenRound?

- **Seller:** [openround.vc](https://www.g2.com/sellers/openround-vc)
- **Year Founded:** 2023
- **HQ Location:** London, UK
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1b1a38ce2b42d5d4115b49c6ac1bdff3b4ba6fe1dbc47ead6515eb7fd8fbfe13&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fopenround&secure%5Burl_type%5D=linkedin_company_website)

### [Praexo](https://www.g2.com/products/praexo/reviews)

Praexo offers an Augmented Investor Relations CRM services to Corporates. We strive to help companies create a greater connection with their investors & enhance communication with their stakeholders. Thanks to a combination of data analytics and a user-friendly interface, this solution allows companies to streamline their investor relations and predict investors' expectations in a clear and transparent way. Our mission? Assist IR to meet their strategic objectives, become more autonomous, and make the most out of the data collected from interactions with their institutional shareholders.

#### Who Is the Company Behind Praexo?

- **Seller:** [Praexo](https://www.g2.com/sellers/praexo)
- **Year Founded:** 2019
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ff86c53f602970f874a778aaf1e19c36b4f46211ddf6316c6ad635554cbc14a0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpraexo777&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Raizer](https://www.g2.com/products/raizer/reviews)

Founders use Raizer to find perfect investors for their companies.

#### Who Is the Company Behind Raizer?

- **Seller:** [Raizer](https://www.g2.com/sellers/raizer)
- **Year Founded:** 2003
- **HQ Location:** Støvring, DK
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=44b9fbafeb1906ebf0bced550fa8fc5e6b8f7f95bf53e8db3623cd112a059957&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fliftup-a-s&secure%5Burl_type%5D=linkedin_company_website)  
51 employees on LinkedIn®

### [Reportedly](https://www.g2.com/products/reportedly/reviews)

Free platform for sharing updates across your investors, advisors, and team.

#### Who Is the Company Behind Reportedly?

- **Seller:** [Reportedly.co](https://www.g2.com/sellers/reportedly-co)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Shizune](https://www.g2.com/products/shizune/reviews)

Free database of 48,000+ startup investors with emails & phones. Updated daily. Find investors for your startup: - Access emails, phone numbers, and contact data - Browse the database with filters. - Use our AI search.

#### Who Is the Company Behind Shizune?

- **Seller:** [Shizune](https://www.g2.com/sellers/shizune)
- **Year Founded:** 2021
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0bb34da656323a085a4dcf2667ee8587a3ad2dc471082818a535c9104d347161&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fshizune&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Startup Pitch Analyser](https://www.g2.com/products/startup-pitch-analyser/reviews)

Most founders only get 2 to 5 investor meetings per funding round. Startup Pitch Analyser gives you a live AI investor session before each one — the hard questions, the real pressure, and an Evaluation Report that tells you exactly where you stand.

#### Who Is the Company Behind Startup Pitch Analyser?

- **Seller:** [VentureHub 360](https://www.g2.com/sellers/venturehub-360)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0848f43c8f2f69125101af001786f56cfebb605382702e89d2b5a68f9c2f513e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fventurehub360%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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Similar Categories

- [Investor Relations (IR) Website Builder](/categories/investor-relations-ir-website-builder)

- [Investor Reporting](/categories/investor-reporting)

[Browse Investor Relationship Management Themes](/categories/investor-relationship-management/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated October 3, 2024

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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