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Top Free Investor Reporting Software

Check out our list of free Investor Reporting Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Investor Reporting Software to ensure you get the right product.

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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.
5 Investor Reporting Products Available
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View all Investor Reporting Software
Irwin
(57)4.5 out of 5
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
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Daniel W.
    DW
    Clean layout, shareholder information great and current Read review
    Michael M.
    MM
    Dashboard, Suggested investors with the fit score. As well as the ability to track investors and tag with events or occurrences. Most of all the... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Platform Group Limited
    Year Founded
    2017
    HQ Location
    Toronto, Ontario
    LinkedIn® Page
    www.linkedin.com
    154 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
Daniel W.
DW
Clean layout, shareholder information great and current Read review
Michael M.
MM
Dashboard, Suggested investors with the fit score. As well as the ability to track investors and tag with events or occurrences. Most of all the... Read review
Seller Details
Seller
Platform Group Limited
Year Founded
2017
HQ Location
Toronto, Ontario
LinkedIn® Page
www.linkedin.com
154 employees on LinkedIn®
VESTBERRY
(35)4.8 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vestberry is a portfolio intelligence solution tailored to the needs of VC investors seeking a data-driven advantage. Our platform consolidates vital portfolio information and turns it into powerful a

    Users
    No information available
    Industries
    • Venture Capital & Private Equity
    Market Segment
    • 83% Small-Business
    • 14% Mid-Market
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Venture Capital & Private Equity
    UV
    We initially had all our portfolio companies collected in an Excel file, but with the help of Vestberry, we can now gather and manage them in a... Read review
    Verified User in Venture Capital & Private Equity
    UV
    The investment ledger, combined with AI-powered data extraction, has been a major improvement for us. Updating the ledger is straightforward and... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    VESTBERRY
    Year Founded
    2018
    HQ Location
    San Francisco, US
    Twitter
    @vestberry
    100 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    50 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vestberry is a portfolio intelligence solution tailored to the needs of VC investors seeking a data-driven advantage. Our platform consolidates vital portfolio information and turns it into powerful a

Users
No information available
Industries
  • Venture Capital & Private Equity
Market Segment
  • 83% Small-Business
  • 14% Mid-Market
Verified User in Venture Capital & Private Equity
UV
We initially had all our portfolio companies collected in an Excel file, but with the help of Vestberry, we can now gather and manage them in a... Read review
Verified User in Venture Capital & Private Equity
UV
The investment ledger, combined with AI-powered data extraction, has been a major improvement for us. Updating the ledger is straightforward and... Read review
Seller Details
Seller
VESTBERRY
Year Founded
2018
HQ Location
San Francisco, US
Twitter
@vestberry
100 Twitter followers
LinkedIn® Page
www.linkedin.com
50 employees on LinkedIn®
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Fundwave
0 ratings
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fundwave unites your deal, investment and investor relations teams into one single platform. Fundwave offers solutions for: 1. Venture capital 2. Private equity 3. SPVs 4. Fund of funds 5. Impact f

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Fundwave
    Year Founded
    2013
    HQ Location
    Singapore, SG
    Twitter
    @getfundwave
    204 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    21 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fundwave unites your deal, investment and investor relations teams into one single platform. Fundwave offers solutions for: 1. Venture capital 2. Private equity 3. SPVs 4. Fund of funds 5. Impact f

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Fundwave
Year Founded
2013
HQ Location
Singapore, SG
Twitter
@getfundwave
204 Twitter followers
LinkedIn® Page
www.linkedin.com
21 employees on LinkedIn®
Intralinks FundCentre AI
0 ratings
  • Overview
    Expand/Collapse Overview
  • Seller Details
    Expand/Collapse Seller Details
Product Description
How are these determined?Information
This description is provided by the seller.

FundCentre AI™ is the unrivaled front-office platform designed to support your entire fund lifecycle—all in one place. From fundraising and investor onboarding to investor relations, FundCentre AI bri

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
SS&C Intralinks
Company Website
Year Founded
1996
HQ Location
New York, US
Twitter
@Intralinks
6,290 Twitter followers
LinkedIn® Page
www.linkedin.com
1,614 employees on LinkedIn®
Rundit
0 ratings
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Rundit is a portfolio management & LP reporting platform that enhances productivity and efficiency within Venture Capital and Private Equity team. Rundit powers a single source of truth that aggre

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Rundit
    Year Founded
    2017
    HQ Location
    Helsinki, FI
    Twitter
    @RunditOfficial
    228 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Rundit is a portfolio management & LP reporting platform that enhances productivity and efficiency within Venture Capital and Private Equity team. Rundit powers a single source of truth that aggre

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Rundit
Year Founded
2017
HQ Location
Helsinki, FI
Twitter
@RunditOfficial
228 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®