# Best Investor Reporting Software - Page 2 *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)* Investor reporting software manages the release of financial reports, press releases, events, and more to investors. These solutions are driven by the fiduciary responsibility that companies have to their investors to update them on performance. The goal of investor reporting software is to meet financial disclosure requirements set out by regulatory bodies and to facilitate communications between investors and the company. Increasingly, these tools offer automated reporting and self-service portals so investors can access relevant information at any time and from any location. Investor reporting solutions provide companies with an easy way to be transparent with investors and share key financial information with them, often in a self-service format. Investor reporting software includes report builders and other data visualization tools to help investors understand performance. These solutions are sometimes bundled into a larger investor relations software suite. To qualify for inclusion in the Investor Reporting category, a product must: - Produce automated financial disclosure reports geared toward investors - Contain an investor portal - Release other financial information and charts to investors via email or an investor portal ## G2 Grid® for Investor Reporting Software ![G2 Grid® for Investor Reporting Software plotting products by satisfaction and market presence](https://www.g2.com/categories/investor-reporting/grids.png?focus%5B%5D=131052&focus%5B%5D=168972&focus%5B%5D=76062&focus%5B%5D=57594&focus%5B%5D=22252&focus%5B%5D=15851&focus%5B%5D=110942) Highlighted products: Orion Advisor Technology, Carta Fund ERP, VESTBERRY, Backstop Solutions Suite, Dynamo Software, Visible, and Irwin. Underlying data: [Grid® JSON](https://www.g2.com/categories/investor-reporting/grids.json?focus%5B%5D=orion-advisor-technology&focus%5B%5D=carta-fund-erp&focus%5B%5D=vestberry&focus%5B%5D=backstop-solutions-suite&focus%5B%5D=dynamo-software-dynamo-software&focus%5B%5D=visible&focus%5B%5D=irwin) ## How Many Investor Reporting Software Products Does G2 Track? **Total Products under this Category:** 46 ### Category Stats (Jul 2026) - **Average Rating**: 4.46/5 (↑0.03 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Intralinks FundCentre AI (+6.77%) - Among all products in this category, Intralinks FundCentre AI recorded the largest rating increase compared to last month *Last updated: July 16, 2026* ## How Does G2 Rank Investor Reporting Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 400+ Authentic Reviews - 46+ 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. ## Which Investor Reporting Software Is Best for Your Use Case? - **Leader:** [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) - **Highest Performer:** [VESTBERRY](https://www.g2.com/products/vestberry/reviews) - **Easiest to Use:** [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) - **Top Trending:** [Carta Fund ERP](https://www.g2.com/products/carta-fund-erp/reviews) - **Best Free Software:** [Irwin](https://www.g2.com/products/irwin/reviews) --- **Sponsored** ### Rings AI Rings AI: Relationship Intelligence that drives deals and relationships Rings AI is a relationship intelligence platform for teams in venture capital, private equity, investment banking, wealth management, marketing services, and legal services. Traditional CRMs record contacts. Rings AI delivers Extended Relationship Management (XRM) that maps full networks of investors, advisors, portfolio companies, clients, and partners in real time so teams see who knows whom and where the warmest path exists. Who uses Rings AI Venture capital and private equity teams that want better deal flow and faster diligence Investment banks that need repeatable, relationship driven origination Wealth managers and family offices that value high touch client service Marketing and legal services firms that win through trusted introductions What Rings AI helps you do Uncover hidden connections and warm introductions across the firm network Centralize relationship data, communications, notes, and files into one source of truth Prioritize the right opportunities with AI scoring, funding round context, and pre meeting intelligence Key features in Rings AI AI driven prospecting and relationship scoring Portfolio analytics and fund monitoring with relationship health Pre meeting briefs that surface context, people, and history Privacy first, granular access controls that fit complex teams Enterprise security and audit trails Why teams choose Rings AI over a basic CRM Rings AI combines CRM workflows with advanced relationship mapping Rings AI shows the warm path to decision makers and the best next action Rings AI accelerates onboarding, collaboration, and knowledge sharing across offices Outcomes with Rings AI More qualified pipeline from targeted outreach and trusted introductions Faster cycles from first touch to closed deal Deeper client loyalty through timely, informed engagement Who benefits most Firms that live on networks, referrals, and complex multi party relationships Teams that want measurable growth without adding manual data entry Rings AI turns static contact lists into dynamic intelligence that scales with the business. By unifying data and revealing connections, Rings AI helps organizations grow faster, win better deals, and build durable relationships that compound over time. If your success depends on who you know and how well you engage them, Rings AI is the platform that makes every relationship work harder. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2102&secure%5Bchosen_at%5D=2026-07-16T18%3A48%3A31Z&secure%5Bdisplayable_resource_id%5D=2505&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=2100&secure%5Bplacement_resource_ids%5D%5B%5D=2505&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1468208&secure%5Bresource_id%5D=2102&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finvestor-reporting%3Fpage%3D2&secure%5Btoken%5D=bb35235134949d3950df5e5ef6403a1436d8cc6ffd57db77f4ed47c68f49fadc&secure%5Burl%5D=https%3A%2F%2Fwww.rings.ai%2F&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Investor Reporting Software Products in 2026? ### 1. [InvestorPortaLPro](https://www.g2.com/products/investorportalpro/reviews) Investor Portal Pro provides Investor Portal Software, Investment Management Software, Investor Reporting Software, and other Investor Relations solutions. Established in 2016 in Manhattan, New York, USA, in response to the absence of reasonably priced fintech solutions for the alternative market that boasted modern, clean, and sophisticated software. Our mission has remained consistent over the years: to help firms engage investors effectively, accelerate prospect outreach, scale affordably, and enhance their digital presence, especially on mobile platforms, all while reducing operational costs on investment management software. Our automated, cloud-based SaaS suite caters exclusively to financial firms of all sizes, offering a comprehensive range of tools and functionalities. IPP provides a cutting-edge, cloud-based SaaS solution tailored for investment firms, private equity, real estate, hedge funds, fund administrators, wealth management, and various other financial entities. Our platform empowers firms to market to new investors with precision, seamlessly service existing investors, and conduct robust investor relations operations. With IPP, firms can craft unique and engaging investor portal experiences that resonate with stakeholders, ensuring trust and long-lasting engagement. Security is a core aspect, with robust measures in place to safeguard sensitive information. The primary value that IPP brings to its users lies in its ability to streamline investor relations and reporting, facilitating efficient sharing, collaboration, production, and secure management of information. Through our bespoke solutions, users can attract more capital and maintain investor satisfaction at an affordable price point. With tailored experiences across diverse investment verticals like private equity, real estate, hedge funds, and fund administration, IPP ensures firms can operate with confidence and agility, supported by a dedicated and experienced team committed to customer success. Furthermore, as a 100% employee-owned company, IPP invests heavily in R&D to continually enhance its offerings, solidifying its reputation as a leader in alternative investment software solutions. **Who Is the Company Behind InvestorPortaLPro?** - **Seller:** [InvestorPortaLPro](https://www.g2.com/sellers/investorportalpro) - **Year Founded:** 2016 - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/11712008 (4 employees on LinkedIn®) - **Phone:** 2126580862 ### 2. [Investor Relations Hub](https://www.g2.com/products/investor-relations-hub/reviews) iPR Software Inc., http://www.iprsoftware.com/, provides PR and Marketing Software solutions to the world‚Äôs most respected companies and organizations including NVIDIA, Northrop Grumman, Edison International, Dunkin‚Äô Donuts, Xerox, the American Heart Association, UCLA, and many others. With decades of PR, Marketing, Media and Software as a Service (SaaS) experience, iPR‚Äôs software publishes, hosts, and distributes millions of news and multimedia pages to corporate websites, social media channels, newswires, search engines, mobile devices, and traditional media outlets. **Who Is the Company Behind Investor Relations Hub?** - **Seller:** [iPR Software](https://www.g2.com/sellers/ipr-software) - **Year Founded:** 2001 - **HQ Location:** Encino, US - **Twitter:** @iprsoftware (1,388 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ipressroom (17 employees on LinkedIn®) ### 3. [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:** https://www.linkedin.com/company/koreconx/ (60 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### 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) ### 4. [Lantern](https://www.g2.com/products/lantern-lantern/reviews) Lantern — Unified Data Platform for Private Markets Lantern is the unified data platform designed for private equity and venture capital firms. We connect, validate, and reconcile fund and portfolio data from administrators, accounting systems, and monitoring tools into a single trusted source of truth. With Lantern, firms gain: Data confidence: Accurate, reconciled numbers you can trust. Data velocity: Automated processes that replace slow, manual reporting. Data delivery: Consistent, transparent experiences for LPs. Built by private markets experts and powered by advanced data science, Lantern makes it simple to move from fragmented workflows to real-time, investor-ready insights. **Who Is the Company Behind Lantern?** - **Seller:** [Lantern](https://www.g2.com/sellers/lantern) - **Year Founded:** 2022 - **HQ Location:** St Helier, JE - **LinkedIn® Page:** https://www.linkedin.com/company/lanternlimited/ (54 employees on LinkedIn®) ### 5. [LemonRocks](https://www.g2.com/products/lemonrocks/reviews) LemonRocks is an AI-driven data intelligence platform that bridges the gap between Web2 and Web3 ecosystems, offering comprehensive insights and analytics to startups, investors, and the broader community. By aggregating data from multiple sources—including social media platforms, GitHub, and blockchain networks—LemonRocks provides real-time, actionable intelligence to inform strategic decisions. **Who Is the Company Behind LemonRocks?** - **Seller:** [LemonRocks](https://www.g2.com/sellers/lemonrocks) - **Year Founded:** 2023 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/96457237 (3 employees on LinkedIn®) ### 6. [Nasdaq Equity Surveillance and Shareholder Analysis](https://www.g2.com/products/nasdaq-equity-surveillance-and-shareholder-analysis/reviews) Nasdaq's Equity Surveillance and Shareholder Analysis service offers investor relations professionals real-time insights into shareholder activities and market dynamics. By combining strategic guidance with advanced analytics, this service enables companies to monitor investor movements, understand market trends, and prioritize engagement efforts effectively. With a global team of sector-focused analysts and AI-driven capabilities, Nasdaq provides timely and accurate intelligence to support informed decision-making and enhance investor relations strategies. Key Features and Functionality: - Real-Time Shareholder Monitoring: Gain near real-time visibility into shareholder activities, allowing for prompt identification of significant changes and trends. - Market and Competitive Analysis: Access intelligence on market developments and competitor actions to stay informed of the latest trends. - Asset Allocation Insights: Understand fund flows and investor rotations to capitalize on market developments. - Shareholder Activism Monitoring: Proactively monitor for signs of shareholder activism using proprietary data. - ESG Impact Assessment: Identify and benchmark ownership and trading by ESG and sustainability-focused strategies. - Benchmarking and Best Practices: Receive recommendations and insights to maximize the efficiency of investor relations engagement efforts. Primary Value and Solutions Provided: Nasdaq's Equity Surveillance and Shareholder Analysis service empowers investor relations teams to make informed decisions by providing comprehensive, real-time data on shareholder behavior and market conditions. This enables companies to: - Enhance Investor Engagement: Prioritize and tailor engagement strategies based on up-to-date shareholder information. - Mitigate Risks: Identify potential risks such as shareholder activism early, allowing for proactive management. - Optimize IR Strategies: Utilize data-driven insights to refine investor relations programs and align them with current market dynamics. By leveraging Nasdaq's expertise and advanced analytics, companies can strengthen their investor relations efforts, build stronger relationships with shareholders, and drive long-term value. **Who Is the Company Behind Nasdaq Equity Surveillance and Shareholder Analysis?** - **Seller:** [Nasdaq](https://www.g2.com/sellers/nasdaq) - **Year Founded:** 1971 - **HQ Location:** New York - **Twitter:** @Nasdaq (213,584 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nasdaq/ (8,468 employees on LinkedIn®) - **Ownership:** NASDAQ: NDAQ ### 7. [Navatar](https://www.g2.com/products/navatar/reviews) Investment banks and alternative assets firms have long struggled with CRM systems - low adoption rates, minimal deal impact, and a clunky user experience that forces professionals back to email, Excel, and Word. As a result, most CRMs ultimately become little more than static lists of deals. Navatar turns your CRM into a dealmaking intelligence engine that captures, connects, and activates institutional knowledge—without high-touch data entry or rigid workflows. Navatar removes friction, connects the dots behind the scenes, and ensures that valuable intelligence shows up where and when you need it—automatically. With Navatar, you don't just manage deals. You unlock a firmwide competitive advantage. Navatar helps alternative assets firms: • Stay close to the right firms, people and signals • Unlock firmwide intelligence—without manual input • Maximize the value of internal and external relationships • Make better-informed investment decisions, faster **Average Rating:** 4.2/5.0 **Total Reviews:** 5 **Who Is the Company Behind Navatar?** - **Seller:** [Navatar](https://www.g2.com/sellers/navatar) - **Year Founded:** 2004 - **HQ Location:** New York, US - **Twitter:** @navatargroup (645 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/70110 (109 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 40% Small-Business, 20% Mid-Market #### What Are Navatar's Pros and Cons? **Pros:** - Functionality (2 reviews) - Investment Management (2 reviews) - Tracking (2 reviews) - Analysis Skills (1 reviews) - Customer Support (1 reviews) **Cons:** - Feature Deficiency (1 reviews) - Poor Customer Support (1 reviews) - Slow Communication (1 reviews) ### What Do G2 Reviewers Say About Navatar? *AI-generated summary from verified user reviews* **Pros:** - Users value Navatar's **tailored functionality** for investment banking, enhancing tracking and management processes effectively. - Users value Navatar's **customization capabilities** , enabling effective tracking of investments and enhancing overall management processes. - Users value Navatar for its **effective tracking capabilities** , significantly enhancing investment advisory and capital raise project management. - Users find the **analysis skills** of Navatar beneficial for extracting insights from calls and meetings. - Users value Navatar's **responsive customer support** , which enhances the platform's functionality and user experience through collaboration. **Cons:** - Users are frustrated by the **lack of BCC feature** for mass emailing, limiting email privacy and functionality. - Users find the **poor customer support** of Navatar to be a frustratingly lengthy and time-consuming process. - Users experience **slow communication** with customer service, leading to delays and frustration during their interactions. #### What Are Recent G2 Reviews of Navatar? **"[Responsive Support with Industry-Specific Enhancements](https://www.g2.com/survey_responses/navatar-review-11852450)"** **Rating:** 4.5/5.0 stars *— Jesse R.* [Read full review](https://www.g2.com/survey_responses/navatar-review-11852450) --- **"[Customizable Powerhouse for Investment Banking](https://www.g2.com/survey_responses/navatar-review-11847632)"** **Rating:** 4.5/5.0 stars *— Jack T.* [Read full review](https://www.g2.com/survey_responses/navatar-review-11847632) --- #### What Are G2 Users Discussing About Navatar? - [What is DealCloud?](https://www.g2.com/discussions/what-is-dealcloud) - [Is navatar Salesforce?](https://www.g2.com/discussions/is-navatar-salesforce) - [What does navatar do?](https://www.g2.com/discussions/what-does-navatar-do) ### 8. [Northstar Risk](https://www.g2.com/products/northstar-risk/reviews) The Northstar platform helps hedge funds manage risk, evaluate performance, and effectively communicate with investors. Northstar is not just, it is a service. At Northstar, our experts will fully integrate your back office systems with our risk and performance platform. Northstar is faster, easier to maintain and more accurate, saving you time and money. This is truly as a service. **Who Is the Company Behind Northstar Risk?** - **Seller:** [Northstar Risk](https://www.g2.com/sellers/northstar-risk) - **Year Founded:** 2013 - **HQ Location:** New York, US - **LinkedIn® Page:** http://www.linkedin.com/company/northstar-risk (6 employees on LinkedIn®) ### 9. [Obsidian Investor Portals](https://www.g2.com/products/obsidian-investor-portals/reviews) Obsidian Investor Portals utilize interactive dashboards with automatic data feeds to better develop your client relationships. **Who Is the Company Behind Obsidian Investor Portals?** - **Seller:** [Alpha](https://www.g2.com/sellers/alpha-e9094a81-7549-4c4f-80d2-5b0fbdbdc8dc) - **Year Founded:** 2003 - **HQ Location:** London, England, United Kingdom - **LinkedIn® Page:** https://www.linkedin.com/company/alpha-financial-markets-consulting (981 employees on LinkedIn®) ### 10. [PE Front Office](https://www.g2.com/products/pe-front-office/reviews) PE Front Office is a comprehensive, implementation-ready solution with a mission to transform front- and middle-office processes for alternative investment managers, bringing everyone onto a single, unified platform. We enhance operational efficiency across the private investment lifecycle for firms of all sizes across Private Debt, Private Equity, Venture Capital, Fund of Funds, Limited Partners, and Fund Admins. What sets PE Front Office apart is the ability to replace conventional, fragmented data in spreadsheets with a single solution for all facets of the investment lifecycle right from fund operations (fund management, capital call management, fund reporting) to investments (deal flow, investment and loan management, portfolio monitoring) and investor management (fundraising, investor relations, and reporting). Utilise PE Front Office as an integrated solution for your cross-functional teams, complemented by bespoke reports, data collection & management services. We work beyond core workflows with AI-integrated capabilities for intelligent Data Extraction, generating Financial/KPI-based Commentary & Trend Analysis, automating Bank Reconciliation, and providing Data Insights & Visualisation, so alternative investment firms can stay ahead in today’s dynamic market. Working closely with 150+ firms managing 100BN+ AUM across 15+ countries has allowed us to understand the current and future trends of the private capital industry, allowing us to stay ahead of the curve and adapt to their custom processes. **Who Is the Company Behind PE Front Office?** - **Seller:** [PE Front Office ](https://www.g2.com/sellers/pe-front-office) - **Year Founded:** 2013 - **HQ Location:** Gurgaon, IN - **LinkedIn® Page:** https://www.linkedin.com/company/pe-front-office-solutions/ (36 employees on LinkedIn®) ### 11. [Proxymity](https://www.g2.com/products/proxymity/reviews) Investor Reporting **Who Is the Company Behind Proxymity?** - **Seller:** [Proxymity](https://www.g2.com/sellers/proxymity) - **Year Founded:** 2017 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 12. [qashqade](https://www.g2.com/products/qashqade/reviews) qashqade provides private market organizations an enterprise product suite for streamlining their calculation, allocation, tracking and reporting processes. Waterfall and carried interest calculations can be automated, replacing manual, error-prone spreadsheets and improving communications between GPs and LPs through enhanced reporting. Built by private markets experts, for private markets experts, the qashqade platform offers a flexible, modular based solution for fund managers, fund administrators and investors alike, and is asset-class agnostic. **Who Is the Company Behind qashqade?** - **Seller:** [qashqade AG](https://www.g2.com/sellers/qashqade-ag) - **Year Founded:** 2018 - **HQ Location:** Zurich, CH - **LinkedIn® Page:** http://www.linkedin.com/company/qashqade (37 employees on LinkedIn®) ### 13. [Registry Direct](https://www.g2.com/products/registry-direct/reviews) Registry Direct is the simplest way to manage your investors. Our solution is designed for private and public unlisted companies to manage their investors, and accountants and advisors who manage their clients'​ registers. **Who Is the Company Behind Registry Direct?** - **Seller:** [Registry Direct](https://www.g2.com/sellers/registry-direct) - **Year Founded:** 2014 - **HQ Location:** Melbourne, AU - **LinkedIn® Page:** https://www.linkedin.com/company/10678992 (10 employees on LinkedIn®) ### 14. [Relevant EquityWorks](https://www.g2.com/products/relevant-equityworks/reviews) Relevant EquityWorks, data is organized, accessible, and transparent, bringing unparalleled efficiency to venture capital, private equity, real estate, and private debt firms. It features applications for fund raising and investor relations, finance and accounting, and investment management and monitoring, that are available separately or as part of the Relevant EquityWorks platform. **Who Is the Company Behind Relevant EquityWorks?** - **Seller:** [Relevant Equity Systems](https://www.g2.com/sellers/relevant-equity-systems) - **Year Founded:** 1986 - **HQ Location:** Waltham, US - **LinkedIn® Page:** https://www.linkedin.com/company/relevant-equityworks/ (5 employees on LinkedIn®) ### 15. [Rundit](https://www.g2.com/products/rundit/reviews) 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 aggregates portfolio and investment data, enabling quicker insight discovery and eliminating fund managers' manual tasks. **Who Is the Company Behind Rundit?** - **Seller:** [Rundit](https://www.g2.com/sellers/rundit) - **Year Founded:** 2017 - **HQ Location:** Helsinki, FI - **Twitter:** @RunditOfficial (228 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/rundit/ (8 employees on LinkedIn®) ### 16. [Sesame](https://www.g2.com/products/landytech-sesame/reviews) 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 all investment data feeds using Landytech pipelines - Cleaning, mapping and enriching all investment data - Calculating statistics, performance, risks and any custom limits at any level of a clients holdings - Providing easy access via a secure web application that offers one-click on-demand visualisations and professional customisable reports or alerts **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **Who Is the Company Behind Sesame?** - **Seller:** [Landytech](https://www.g2.com/sellers/landytech) - **Year Founded:** 2018 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/landytech/ (102 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Sesame? **"[Seamless and Cost-Effective Replication Solution](https://www.g2.com/survey_responses/sesame-review-11897697)"** **Rating:** 4.5/5.0 stars *— Srinath K.* [Read full review](https://www.g2.com/survey_responses/sesame-review-11897697) --- ### 17. [SmartLP](https://www.g2.com/products/smartlp/reviews) SmartRoom is a next-generation virtual data room that was designed to deliver greater efficiency and bank-grade security for file sharing and collaboration. **Who Is the Company Behind SmartLP?** - **Seller:** [SmartRoom](https://www.g2.com/sellers/smartroom) - **Year Founded:** 2004 - **HQ Location:** El Segundo, US - **LinkedIn® Page:** https://www.linkedin.com/company/smartroom/ (33 employees on LinkedIn®) ### 18. [Taurigo](https://www.g2.com/products/taurigo/reviews) Taurigo is an online platform that provides investors with AI-powered tools for comprehensive stock analysis, interactive screeners, portfolio tracking, and comparison features to support informed investment decisions. The platform offers detailed reports covering valuation, growth, profitability, business risks, and dividend information. An interactive stock screener allows users to filter companies based on financial metrics, sectors, or industries to identify suitable investment opportunities. Additionally, Taurigo.com features an AI-powered Stock Chat assistant that answers questions, generates reports, and analyzes business models. An interactive chart tool enables the visualization of stock trends and financial metrics with over 100 available indicators. The platform is designed for investors seeking long-term success and offers expert insights and practical financial advice through its blog. **Who Is the Company Behind Taurigo?** - **Seller:** [Taurigo](https://www.g2.com/sellers/taurigo) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 19. [TNR Solution](https://www.g2.com/products/tnr-solution/reviews) TNR Solution is an integrated, comprehensive, front-to-back platform for firm-wide private equity operations, data management and investor reporting. **Who Is the Company Behind TNR Solution?** - **Seller:** [SS&C Blue Prism](https://www.g2.com/sellers/ss-c-blue-prism) - **Year Founded:** 2001 - **HQ Location:** Windsor, CT - **Twitter:** @SSCTechnologies (4,796 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/blue-prism-limited/ (1,046 employees on LinkedIn®) - **Ownership:** NASDAQ: SSNC ### 20. [Vantage Investor](https://www.g2.com/products/vantage-investor/reviews) Vantage Investor provides effortless marketing and servicing for current and prospective investors. It maintains complete investor profile information with comprehensive management calculations **Who Is the Company Behind Vantage Investor?** - **Seller:** [Vantage Software](https://www.g2.com/sellers/vantage-software) - **Year Founded:** 1999 - **HQ Location:** Arlington, US - **Twitter:** @VantageSoftware (10 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/first-rate-vantage (5 employees on LinkedIn®) ### 21. [Zive AI](https://www.g2.com/products/zive-ai/reviews) Zive AI is an AI-enabled fund management solution designed to streamline and automate the administrative processes of venture capital (VC) funds. By integrating advanced artificial intelligence and machine learning technologies, Zive AI offers a comprehensive suite of services that enhance efficiency, accuracy, and compliance in fund management. **Who Is the Company Behind Zive AI?** - **Seller:** [Zive AI](https://www.g2.com/sellers/zive-ai) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/zive-ai (13 employees on LinkedIn®) ## What Is Investor Reporting Software? [Investor Relations Software](https://www.g2.com/categories/investor-relations) ## What Software Categories Are Similar to Investor Reporting Software? - [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) - [Investor Relationship Management Software](https://www.g2.com/categories/investor-relationship-management) - [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-management)