Top Free Real Estate Investment Management Software

How Many Real Estate Investment Management Software Products Does G2 Track?

Total Products under this Category: 251

Category Stats (Sep 2026)

  • Average Rating: 4.37/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Dealpath (+1.49%) - Among all products in this category, Dealpath recorded the largest rating increase compared to last month

Last updated: September 29, 2026

How Does G2 Rank Real Estate Investment Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 2,100+ Authentic Reviews
  • 251+ 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 Real Estate Investment Management Software

G2 Grid® for Real Estate Investment Management Software plotting products by satisfaction and market presence

Highlighted products: Agora Real Estate, AppFolio Investment Manager, Cash Flow Portal, Re-Leased, Yardi Breeze, InvestNext, Dealpath, and Juniper Square.

Underlying data: [Grid® JSON](https://www.g2.com/categories/real-estate-investment-management/grids.json?focus%5B%5D=agora-real-estate&focus%5B%5D=appfolio-investment-manager&focus%5B%5D=cash-flow-portal&focus%5B%5D=re-leased&focus%5B%5D=yardi-breeze&focus%5B%5D=investnext&focus%5B%5D=dealpath&focus%5B%5D=juniper-square)

InvestNext

InvestNext is where real estate meets real relationships: an investment management platform designed for real estate private market sponsors, including general partners, finance leaders, and investor relations teams. InvestNext focuses on the financial core of the investment lifecycle, including capital raising, investor onboarding, cap table management, distributions, reporting, and compliance. These workflows are long-lived, detail-sensitive, and directly tied to investor trust and transparency. Headquartered in Detroit, Michigan, InvestNext is built and supported entirely in the United States and Canada. InvestNext supports capital access through digital investor subscriptions, structured onboarding workflows, secure ACH payment processing, and flexible support for both syndications and fund structures. Accreditation is embedded into the subscription process, helping teams manage regulatory requirements while moving from investor interest to committed capital in a controlled and trackable environment. To support ongoing investor engagement and relationship-building, the platform includes a branded investor portal, deal rooms with secure document sharing, and a built-in investor CRM. Sophisticated teams can also connect InvestNext to external CRMs like HubSpot, Salesforce, and GoHighLevel for continuity between systems. Communication and follow-up workflows allow investor relations and capital-raising teams to maintain consistent interaction before, during, and between raises, while centralizing documentation and activity records. For long-term capital management, InvestNext functions as a financial system of record. The platform supports configurable waterfall modeling designed to reflect complex ownership structures and evolving deal terms over time. Cap table management, distributions, capital calls, transfers, investor reporting, and tax document management are maintained within the same system to reduce reliance on spreadsheets and disconnected tools. Compliance workflows are embedded directly into the capital lifecycle rather than treated as separate processes. KYC/AML verification, investor accreditation, Blue Sky filings, Form D support, and audit-ready record keeping are integrated alongside financial workflows to support regulatory oversight and operational transparency. InvestNext is commonly used alongside legal counsel, fund administrators, accounting systems, and external CRM or marketing platforms. Its role within that ecosystem is to provide structured infrastructure for capital flows and investor records, emphasizing accuracy, flexibility, and operational reliability across the full life of an investment. By bringing capital infrastructure and investor engagement into a structured ecosystem, InvestNext helps teams deliver a consistent and professional experience at every stage of ownership. Accurate financial modeling, transparent capital flows, and organized communication reduce friction and create clarity for investors over time. This operational discipline supports stronger long-term partnerships, enabling GPs to scale their capital base while maintaining the trust and credibility that underpin repeat investment behavior.

Average Rating: 4.6/5.0

Total Reviews: 245

How Do G2 Users Rate InvestNext?

  • Reporting: 8.2/10 (Category avg: 9.0/10)
  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Investor Reporting: 8.1/10 (Category avg: 7.9/10)
  • Portfolio Management: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind InvestNext?

  • Seller: InvestNext
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Detroit, US
  • Twitter: @invest_next
    620 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    55 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Managing Partner, CEO
  • Top Industries: Commercial Real Estate, Real Estate
  • Company Size: 90% Small, 8% Medium

What Do G2 Reviewers Say About InvestNext?

AI-generated summary from verified user reviews

Pros
  • Users value the excellent customer support during setup, enhancing the overall experience with InvestNext.
  • Users love the ease of use of InvestNext, finding it simple and efficient for their needs.
  • Users appreciate the seamless and user-friendly platform of InvestNext, making investment management efficient and stress-free.
  • Users appreciate the setup ease of InvestNext, finding it straightforward and enhancing overall operational efficiency.
  • Users value the simplicity of InvestNext for managing investor information and streamlining the onboarding process.
Cons
  • Users report a steep learning curve with InvestNext, hindering smooth adoption and full utilization of features.
  • Users find the complexity of the interface can be overwhelming, requiring extra guidance for a smoother experience.
  • Users find InvestNext needs improvement in document visibility, email formatting, and overall user-friendliness.
  • Users find the email functionality clunky, especially with formatting issues and lacking detailed tracking features.
  • Users find InvestNext has limited functionality, particularly in adaptable workflows and communication capabilities, hindering its full potential.

What Are Recent G2 Reviews of InvestNext?

What Are G2 Users Discussing About InvestNext?

Covercy One

Covercy One is the all-in-one investment management and fund administration platform built for commercial real estate GPs. It gives firms one connected platform to manage everything from raise to return — no patchwork of disconnected tools. GPs run fundraising with branded investor portals and automated subscription documents, give LPs 24/7 self-serve access to performance and documents, and calculate waterfalls and send distribution payments in a few clicks. Built-in financial operations, embedded banking, and cross-border payments keep capital moving and books audit-ready, while integrated fund administration covers NAV, transfer agent services, DTCC/AIP connectivity, and K-1 tax support. Neo, Covercy One's AI Co-GP, knows the portfolio inside and out — surfacing what needs attention, drafting investor communications, and answering questions on demand. What Covercy One brings together: - Fundraising: branded portals, automated subscription docs, and streamlined capital calls - Investor Portal: 24/7 LP access to performance, documents, and distribution history - Distributions: automated waterfall calculations and one-click payments to every LP - Financial Operations & Banking: bookkeeping, reconciliation, ACH/wire/cross-border payments, and embedded banking via Thread Bank (Member FDIC) - Fund Administration: NAV, transfer agent services, DTCC/AIP connectivity, and K-1 tax support - Neo: an AI Co-GP working across every workflow Integrations: QuickBooks, NetSuite, Yardi, Rent Manager, Plaid, Dropbox Sign, Thread Bank, and Currencycloud. Trusted by hundreds of CRE firms globally, Covercy One is rated 4.6 on G2 and is a TrustRadius Top Rated and Buyer's Choice product. Covercy is a financial technology company; payment and banking services are provided by regulated partners.

Average Rating: 4.6/5.0

Total Reviews: 25

How Do G2 Users Rate Covercy One?

  • Reporting: 8.9/10 (Category avg: 9.0/10)
  • Ease of Use: 8.8/10 (Category avg: 8.9/10)
  • Investor Reporting: 9.0/10 (Category avg: 7.9/10)
  • Portfolio Management: 9.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Covercy One?

  • Seller: Covercy
  • Year Founded: 2015
  • HQ Location: New York, US
  • Twitter: @CovercyLtd
    411 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    36 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Real Estate, Commercial Real Estate
  • Company Size: 83% Small, 17% Medium

What Do G2 Reviewers Say About Covercy One?

AI-generated summary from verified user reviews

Pros
  • Users highlight the outstanding customer support from Covercy, greatly enhancing their overall experience and operations.
  • Users find Covercy One to be very easy to use, enhancing their investment management experience with excellent support.
  • Users appreciate the ease of use and excellent customer service of Covercy for managing all investments efficiently.
  • Users praise the setup ease of Covercy, finding it smooth and efficient for managing assets and distributions.
  • Users appreciate the user-friendly design of Covercy One, making navigation easy for both them and their investors.
Cons
  • Users suggest that improvement needed for Covercy One includes enhancements to the email functionality for better usability.
  • Users find Covercy One expensive, yet they believe it delivers value that justifies the cost.
  • Users report a steep learning curve with Covercy One, often needing additional support to navigate the platform effectively.
  • Users find the poor customer support problematic due to the absence of an accessible FAQ or help section.

What Are Recent G2 Reviews of Covercy One?

Rentastic

Rentastic: Simplified Accounting & Management for Real Estate Investors Rentastic is an all-in-one real estate accounting and property management platform designed to streamline financial tracking and property oversight for investors and landlords. Our intuitive software simplifies expense tracking, rental income management, and comprehensive financial reporting—all within a user-friendly interface.​ Key Features: Unlimited Properties & Bank Accounts: Manage an extensive portfolio without limitations.​ Mobile Accessibility: Access your data on-the-go with iOS & Android apps.​ rentastic.io Mileage Tracking: Log travel related to property management for accurate expense reporting.​ Advanced Financial Reports: Generate Profit and Loss statements, Cash Flow reports, and more.​ Automated Transaction Management: Auto-classify and split transactions with ease.​ rentastic.io Receipt Scanning & Attachments: Digitally store important documents for easy retrieval.​ Whether you're managing a single rental property or an extensive portfolio, Rentastic provides the tools to optimize operations and enhance profitability.

Average Rating: 5.0/5.0

Total Reviews: 12

How Do G2 Users Rate Rentastic?

  • Reporting: 10.0/10 (Category avg: 9.0/10)
  • Ease of Use: 10.0/10 (Category avg: 8.9/10)
  • Investor Reporting: 9.5/10 (Category avg: 7.9/10)
  • Portfolio Management: 9.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Rentastic?

  • Seller: Rentastic
  • Year Founded: 2020
  • HQ Location: Irvine, California
  • Twitter: @rentastic_ai
    108 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Real Estate
  • Company Size: 67% Medium, 25% Small

What Are Recent G2 Reviews of Rentastic?

ARGUS Enterprise

ARGUS Enterprise is the global standard for property valuation and the most comprehensive asset and portfolio management solution in the world. Trusted by leading investment firms to value property, secure capital, manage assets, and generate wealth. Improved Decision Making Easily handle the complexities of global valuations and understand how small changes to operations can improve cash flows and increase asset values, so that you can make real-time decisions to boost performance. Portfolio Transparency Gain a complete, accurate view of your entire portfolio from the economic impacts of changing market rates to individual property performance with our dashboards and analytics that let you quickly identify risks and adjust strategies to make data-driven business decisions. Enterprise Scalability Utilize a single solution across your entire business that integrates critical market data and property performance from multiple systems into one place making it easy to share files and manage every project from single assets to global portfolios. Budgeting Deliver expected returns by making budgets easy to track against targets with a single solution that consolidates actuals, budgets, and forecasts into a single set of performance figures. Now teams can more easily manage deliverables by staying on the same page throughout the project with one set of consolidated figures. Cash Flow Projections & Valuations Clarity around your cash flow and its effect on value is critical to understanding performance and finding opportunities for improvement. Whether operating locally or on a global scale, ensure the right decisions are made for every property and portfolio. Transaction Analysis Process opportunities faster and stay ahead of the competition by quickly deconstructing property valuations and applying your industry expertise in a single solution. Now consolidating market data, running sensitivity scenarios and positioning properties is even easier so you can capitalize on the best opportunities. Sensitivity & Risk Management Drive efficiencies throughout your organization using a centrally-managed solution with portfolio level dashboards and reports to get insight into risks and returns. Easily evaluate multiple scenarios for individual properties or cross-sections of your portfolio and start turning forecasted results into actual returns. Leverage the Flexibility of Excel Take advantage of the power and sophistication of our industry standard solution while maintaining the flexibility of Excel with our XL4ADW Add-in. Whether building proprietary models, reports or simply easing the burden of manual data entry, XL4ADW will help you streamline workflows and make it easier to deliver results.

Average Rating: 4.1/5.0

Total Reviews: 15

How Do G2 Users Rate ARGUS Enterprise?

  • Ease of Use: 7.2/10 (Category avg: 8.9/10)

Who Is the Company Behind ARGUS Enterprise?

  • Seller: Altus Group
  • Year Founded: 2005
  • HQ Location: Toronto, Ontario
  • Twitter: @altusgroup
    4,633 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,174 employees on LinkedIn®
  • Ownership: TSX:AIF

Who Uses This Product?

  • Top Industries: Real Estate
  • Company Size: 40% Small, 33% Medium

What Are Recent G2 Reviews of ARGUS Enterprise?

What Are G2 Users Discussing About ARGUS Enterprise?

Stessa

Stessa makes it easy for rental property investors to track, manage and report on their real estate investments - for FREE. Tens of thousands of investors use Stessa to track over $25 billion in real estate assets. Save time and optimize your single-family rentals and multifamily buildings with visual performance dashboards, automated income and expense tracking, document organization tools, and tax-ready financial reports. Get started in minutes: add your properties, link your financial accounts, and everything updates in real-time.

Average Rating: 4.0/5.0

Total Reviews: 12

How Do G2 Users Rate Stessa?

  • Reporting: 8.0/10 (Category avg: 9.0/10)
  • Ease of Use: 8.1/10 (Category avg: 8.9/10)
  • Investor Reporting: 0.0/10 (Category avg: 7.9/10)
  • Portfolio Management: 7.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Stessa?

  • Seller: Stessa
  • Year Founded: 2016
  • HQ Location: Oakland, California
  • Twitter: @StessaHQ
    3,328 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Real Estate
  • Company Size: 100% Small

What Do G2 Reviewers Say About Stessa?

AI-generated summary from verified user reviews

Pros
  • Users praise the responsive customer support from Stessa, ensuring a smooth experience with the platform.
  • Users appreciate the intuitive user interface of Stessa, making accounting effortless and efficient for daily management.
  • Users love the intuitive dashboards of Stessa, making management of income and expenses seamless and efficient.
  • Users value the intuitive interface and responsive support of Stessa, enhancing their management experience significantly.
  • Users commend the ease of use of Stessa, finding it intuitive and efficient for managing finances.
Cons
  • Users experience connectivity issues due to limited bank support, making transaction management cumbersome and frustrating.
  • Users face integration issues with Stessa, needing to frequently reset tenants' bank accounts.
  • Users find the limited customization options frustrating, especially regarding categories and account sorting in Stessa.
  • Users face limited flexibility with Stessa, finding hardwired elements and cumbersome manual uploads frustrating.
  • Users find limited functionality frustrating, with hardwired elements and connection issues hindering their experience.

What Are Recent G2 Reviews of Stessa?

What Are G2 Users Discussing About Stessa?

DealCheck

DealCheck is the simplest and fastest way to analyze and compare investment properties on your computer, phone or tablet. Trusted by over 350,000 real estate investors and agents, it's the leading real estate analysis platform that has been featured by Forbes, MSN, BiggerPockets and others. DealCheck will help you crunch the numbers and perform due diligence on any rental property, BRRRR, flip, rehab project, multi-family or commercial building in seconds. Quickly import property data from public records or enter it through a step-by-step wizard. Our app will calculate a complete analysis of the deal, including closing costs, mortgage payment, cash flow, ROI, profit and more. You can look up recent sales and rental comps, create and share detailed reports, compare properties against your purchase criteria and perform reverse valuation analysis to determine your highest offer to the seller. Your data will sync to the cloud and is available on any phone, tablet or computer. You can start your work on one device and continue on another without missing a beat. Try it free today: Web: https://dealcheck.io iOS: http://bit.ly/dealcheck-ios Android: http://bit.ly/dealcheck-android

Average Rating: 4.7/5.0

Total Reviews: 9

How Do G2 Users Rate DealCheck?

  • Reporting: 9.3/10 (Category avg: 9.0/10)
  • Ease of Use: 9.2/10 (Category avg: 8.9/10)
  • Investor Reporting: 9.3/10 (Category avg: 7.9/10)

Who Is the Company Behind DealCheck?

  • Seller: DealCheck
  • Year Founded: 2015
  • HQ Location: Nairobi, KE
  • Twitter: @DealCheckApp
    2,228 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Real Estate
  • Company Size: 71% Small, 29% Medium

What Do G2 Reviewers Say About DealCheck?

AI-generated summary from verified user reviews

Pros
  • Users love the efficiency of DealCheck, appreciating its quick setup and instant analysis for real estate evaluations.
  • Users value the customizable features of DealCheck, enhancing property analysis and simplifying revenue management.
  • Users value the powerful customization options in DealCheck, enhancing property revenue and simplifying maintenance.
  • Users appreciate the simple design of DealCheck which makes property analysis accessible to everyone.
  • Users appreciate the ease of use of DealCheck, allowing quick analysis of real estate deals in under 2 minutes.
Cons
  • Users feel that improvement is needed in flexibility and the user interface of the DealCheck app.
  • Users find the software's complexity limits flexibility in deal strategies and complicates exit strategy comparisons.

What Are Recent G2 Reviews of DealCheck?

What Are G2 Users Discussing About DealCheck?

Altrio Enterprise

Altrio is a leading technology provider for firms operating in the global real estate capital markets. Its AI-powered platform drives deal sourcing, screening, underwriting and diligence for many of the world’s largest investors and lenders, as well as the deal marketing and capital raising operations of institutional brokers and developers.

Average Rating: 4.6/5.0

Total Reviews: 5

How Do G2 Users Rate Altrio Enterprise?

  • Reporting: 9.2/10 (Category avg: 9.0/10)
  • Ease of Use: 8.7/10 (Category avg: 8.9/10)
  • Investor Reporting: 7.1/10 (Category avg: 7.9/10)
  • Portfolio Management: 6.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Altrio Enterprise?

  • Seller: Altrio Inc.
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Toronto, ON Canada
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Commercial Real Estate
  • Company Size: 60% Small, 40% Medium

What Do G2 Reviewers Say About Altrio Enterprise?

AI-generated summary from verified user reviews

Pros
  • Users value the effective tracking capabilities of Altrio Enterprise, facilitating deal management and progress monitoring.
  • Users value the responsive customer support of Altrio Enterprise, enhancing their overall experience and efficiency.
  • Users appreciate the ease of data management in Altrio Enterprise, enhancing efficiency and deal tracking.
  • Users value the seamless integrations of Altrio Enterprise, enhancing efficiency and organization in deal management.
  • Users value the organization capabilities of Altrio Enterprise, facilitating efficient document management and contact information storage.
Cons
  • Users face distribution issues with Altrio Enterprise, including difficulties in data import and deal flow presentation creation.
  • Users face integration issues with data import and deal flow presentations, impacting their analytical experience.
  • Users find the manual processes cumbersome, as navigating through multiple screens can be inconvenient for data entry.
  • Users find Altrio Enterprise not user-friendly, often struggling with cumbersome data entry and navigation through multiple screens.
  • Users find the reporting feature cumbersome, often clicking through multiple screens to access necessary data points.

What Are Recent G2 Reviews of Altrio Enterprise?

Investimus

Investimus is a French real estate investment analysis software that brings rental investment simulation, property flipping (buy-to-sell) deal analysis, property valuation reports, bank financing applications and project task management together in a single platform. Investors and property dealers usually juggle spreadsheets, isolated calculators and email threads with brokers to assess a property, compute its profitability, produce a defensible valuation and build a loan application their bank will accept. Investimus covers the whole chain, from the first simulation to the final PDF handed over to the bank. Built for the French market: energy performance certificates pulled automatically from the official ADEME registry, comparable sales from the public DVF land-value database displayed on IGN maps, French VAT-on-margin calculations for property dealers, and a QR verification link that lets a bank or a notary confirm a document is authentic. Key modules: rental simulations with AI-assisted data entry from a listing, a quote or a description; flipping deals with net margin, annualised ROI and break-even point; property valuation reports; bank application files with reusable handwritten signature; Kanban, Gantt and calendar task planning with optional Todoist sync; a purchase offer generator; and an in-app AI assistant available on every page. Free plan available, paid plans from EUR 9 per month.

Average Rating: 5.0/5.0

Total Reviews: 2

Who Is the Company Behind Investimus?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Investimus?

AtlasX

AtlasX is a real estate deal and pipeline management platform built for commercial real estate investment teams. It centralizes deal flow, relationships, documents, and workflows into a single system so teams can manage acquisitions more efficiently. Teams use AtlasX to track deals, manage due diligence workflows, and automatically capture and structure data from emails, offering memorandums, and files using AI. This reduces manual data entry and keeps pipeline information accurate and up to date. The platform combines CRM functionality with deal management, eliminating the need for spreadsheets and disconnected tools. AtlasX is used across acquisitions, debt originations, development, and asset management teams.

Average Rating: 4.5/5.0

Total Reviews: 1

Who Is the Company Behind AtlasX?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of AtlasX?

DEALINTEL

DealIntel is institutional-grade deal intelligence built specifically for fix & flip investors, BRRRR operators, wholesalers, and private lenders who can’t afford to buy the wrong deal. Most deals look good on a spreadsheet. DealIntel is built to find the ones that aren’t — before they cost you capital. It scans, scores, and underwrites residential real estate across 50+ US markets using a 25-point Kill List that flags deal-killers other tools miss. Under the hood: a six-strategy engine (Fix & Flip, BRRRR, ADU, Addition, Multi-Unit, Ground-Up), a Monte-Carlo financial model that stress-tests your returns against real market volatility instead of single-point guesses, and AI renovation vision that estimates scope and cost from photos. Every analysis ships as an institutional-grade PDF report you can hand to partners, lenders, or JV capital — no fluff, no marketing spin, just an honest verdict on whether the deal pencils. Unlike generic property analysis or portfolio-management tools, DealIntel is purpose-built for the underwriting decision: should you buy this deal, yes or no. DealIntel — AI underwriting for fix & flip. Reject bad deals before they reject your returns.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate DEALINTEL?

  • Reporting: 10.0/10 (Category avg: 9.0/10)
  • Ease of Use: 10.0/10 (Category avg: 8.9/10)
  • Investor Reporting: 10.0/10 (Category avg: 7.9/10)
  • Portfolio Management: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind DEALINTEL?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of DEALINTEL?

Fundy

Fundy is a comprehensive, web-based platform designed for property and private equity fund managers. It simplifies the complexities of fund management, from tracking investor transactions to calculating capital calls, distributions, and fees. With Fundy, managers can easily handle portfolio analysis, generate reports, and monitor payment statuses in real-time, all within a secure, audited environment. Key features include: Automated Calculations: Capital calls, distributions, fund fees, and more Seamless Reporting: Export detailed reports to Excel with embedded formulas Real-Time Payment Tracking: Direct integration with banking and accounting systems Enhanced Security: Includes SSO, audit trails, and multi-user transaction confirmations Fundy is trusted by investment professionals to reduce operational risks and save time on essential fund activities. Request a free demo to see how Fundy can elevate your fund management operations.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Fundy?

  • Reporting: 10.0/10 (Category avg: 9.0/10)
  • Ease of Use: 10.0/10 (Category avg: 8.9/10)
  • Investor Reporting: 10.0/10 (Category avg: 7.9/10)
  • Portfolio Management: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Fundy?

  • Seller: Exquance Software
  • Year Founded: 2012
  • HQ Location: Helsinki, FI
  • Twitter: @exquance
    144 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Fundy?

Local Logic

Local Logic is a leading location intelligence company whose mission is to improve every real estate decision, from consumers seeking a neighborhood that aligns with their lifestyle to investors aiming to pinpoint the best locations for development, or local governments striving to build more sustainable cities through better urban planning. To achieve this, we have built the real estate industry's largest and most comprehensive location dataset, encompassing over 100 billion data points. This vast repository of information allows us to provide unparalleled insights and analytics, empowering our clients to make better-informed data-driven decisions. Our data solutions are trusted by over 15 million monthly consumers across 8,000 websites in the US and Canada and have influenced billions of dollars worth of transactions. Notable partners include a wide range of real estate players, from RE/MAX and Realtor.com to CRMLS, Beaches MLS, Corelogic, and many more. Learn more at locallogic.co.

Average Rating: 4.9/5.0

Total Reviews: 15

How Do G2 Users Rate Local Logic?

  • Ease of Use: 9.8/10 (Category avg: 8.9/10)

Who Is the Company Behind Local Logic?

  • Seller: Local Logic
  • Year Founded: 2015
  • HQ Location: Montreal, QC
  • Twitter: @local_logic
    622 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    74 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Real Estate
  • Company Size: 47% Medium, 33% Small

What Are Recent G2 Reviews of Local Logic?

What Are G2 Users Discussing About Local Logic?

ModelTree

ModelTree is a powerful platform for cash flow modeling, valuation, and reporting in real estate and private equity investments. Key Features: Valuation Models: Use market-standard and customizable models for accurate asset valuations. Portfolio Management: Model cash flows, import historical data, and analyze returns and risks seamlessly. Market Insights: Access real-time property market data from trusted vendors. Data Integration: Connect to existing systems for real-time data updates and forecasting. Reporting: Generate custom reports easily, exporting to Excel, Word, or PDF. Empowering real estate professionals across the globe, ModelTree drives informed decision-making and strategic growth.

Average Rating: 4.0/5.0

Total Reviews: 1

Who Is the Company Behind ModelTree?

  • Seller: Exquance Software
  • Year Founded: 2012
  • HQ Location: Helsinki, FI
  • Twitter: @exquance
    144 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of ModelTree?

Solsten CRE

Solsten is a commercial real estate underwriting platform built for investors, analysts, sponsors, brokers, and owner-operators who need a more structured alternative to spreadsheet-heavy workflows. It is designed specifically for multitenant commercial properties, including office, retail, industrial, and mixed-use assets. The platform helps users move from raw property assumptions to a complete analysis in one system. Solsten supports tenant-level rent roll modeling, operating expense forecasting, recovery calculations, debt modeling, waterfall distributions, and annual and monthly operating statements. It is built to handle the workflow gaps that often exist between traditional modeling tools, disconnected spreadsheets, and manual underwriting processes. Solsten was developed by Eric Davis, a former commercial real estate acquisitions analyst. After years of underwriting deals and seeing the limitations of fragile Excel-based workflows and expensive enterprise tools, he built Solsten from direct industry experience to give CRE professionals a more consistent, auditable, and end-to-end analysis platform.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Solsten CRE?

  • Reporting: 10.0/10 (Category avg: 9.0/10)
  • Ease of Use: 10.0/10 (Category avg: 8.9/10)
  • Investor Reporting: 10.0/10 (Category avg: 7.9/10)
  • Portfolio Management: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Solsten CRE?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Solsten CRE?

DealWise Ai

DealWise AI is the commercial real estate underwriting and portfolio intelligence platform built for investors and brokers who want decision support, not just another spreadsheet. Where traditional tools like stop at calculations, DealWise provides judgment, context, and AI-driven analysis on every deal. Upload a rent roll or lease, and the platform automatically extracts terms, builds projections, flags lease risks, and surfaces the insights that drive investment decisions. Acquisition Underwriting — Answer "Should I buy this?" with AI-powered deal analysis covering NOI projections, cash flow modeling, IRR calculations, exit strategy comparisons, and sensitivity analysis. Supports industrial, office, retail, and multifamily asset classes. Portfolio & Leasing Intelligence — Answer "Should I sign this lease?" with real-time portfolio performance tracking, tenant health monitoring, lease comparison tools, and AI-generated portfolio analysis across all your assets. Document Intelligence — Automatically extract lease terms, rent rolls, and operating statements from PDFs and Word documents. No more manual data entry. Built-in Calculators — Cap rate, loan payment, property valuation, TI amortization, lease commission, and purchase commission calculators included. Designed by CRE professionals for CRE professionals, DealWise replaces the patchwork of Excel models, broker spreadsheets, and disconnected tools with a single platform that actually thinks alongside you.

Who Is the Company Behind DealWise Ai?

Neya Kumaresan
NK
Researched and written by Neya Kumaresan
Updated October 3, 2024