
In general, it is a very intuitive product with a great UI that includes all the elements of a portfolio management software. More specifically, its document reader, which allows you to publish financial data in seconds, is a game changer. They also offer many features that other similar platforms do not have, such as accurate valuation of instruments, including waterfall and preferred share valuations, as well as a Crunchbase-like tool for tracking deals. Review collected by and hosted on G2.com.
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