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Best Investor Reporting Software for Small Business

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Products classified in the overall Investor Reporting category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Investor Reporting to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Investor Reporting category.

In addition to qualifying for inclusion in the Investor Reporting Software category, to qualify for inclusion in the Small Business Investor Reporting Software category, a product must have at least 10 reviews left by a reviewer from a small business.

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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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4 Listings in Small Business Investor Reporting Available

  • 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
    • 84% Small-Business
    • 13% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    VESTBERRY
    Year Founded
    2018
    HQ Location
    San Francisco, US
    Twitter
    @vestberry
    99 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    49 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
  • 84% Small-Business
  • 13% Mid-Market
Seller Details
Seller
VESTBERRY
Year Founded
2018
HQ Location
San Francisco, US
Twitter
@vestberry
99 Twitter followers
LinkedIn® Page
www.linkedin.com
49 employees on LinkedIn®
Entry Level Price:Free
  • 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
    3,989 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.

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
3,989 Twitter followers
LinkedIn® Page
www.linkedin.com
21 employees on LinkedIn®
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(46)4.7 out of 5
1st Easiest To Use in Investor Reporting 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®
  • 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®