Top 10 Obsidian CRM Alternatives & Competitors

Top 10 Alternatives to Obsidian CRM Recently Reviewed By G2 Community

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Irwin
By Platform Group Limited
4.5/5
(57)
Product Description
Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital. With Irwin, you can better manage your IR initiatives and empower your IR team. Our versatile product includes powerful investor targeting, the most comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), and timely research, estimates and transcripts.
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Categories in common with Obsidian CRM:
Investor Relationship Management

Backstop Solutions Suite
By ION Analytics
4.7/5
(46)
Product Description
Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms
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Categories in common with Obsidian CRM:
Investor Relationship Management

Dynamo Software
By Dynamo Software
4.2/5
(31)
Product Description
Dynamo’s end-to-end, cloud-based platform is packed with the latest innovation and software designed to bring efficiency to every stage of the investment lifecycle. The platform offers a host of integrated software for CRM, deal and pipeline management, investor relations, portfolio analytics, and fund accounting. Built to support complex fund structures and multi-asset classes, Dynamo offers comprehensive configurability, advanced automation with AI and workflow along with deep integration capabilities.
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Categories in common with Obsidian CRM:
Investor Relationship Management
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Nasdaq IR Insight
By Nasdaq
4.3/5
(14)
Product Description
Uncover new insights with deeper interactive data visualization and analysis from Nasdaq's investor relations analytics solution.
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Categories in common with Obsidian CRM:
Investor Relationship Management

Dasseti ENGAGE
By Dasseti
3.8/5
(12)
Product Description
Dasseti ENGAGE is the AI-powered RFP and DDQ automation platform built for the investment management industry, helping IR and RFP teams respond faster, stay compliant, and deliver accurate, investor-ready answers with confidence.
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Categories in common with Obsidian CRM:
Investor Relationship Management

Navatar
By Navatar
4.3/5
(5)
Product Description
Navatar Edge powers every step of the deal lifecycle from marketing to close, combining business development, client management, deal prep, buyer intelligence and deal room onto one integrated platform.
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Categories in common with Obsidian CRM:
Investor Relationship Management

Q4 Desktop
By Q4 Inc
3.7/5
(3)
Product Description
The Q4 Desktop investor relations platform unifies IR CRM and markets intelligence tools in one simplified and streamlined workflow. Improve engagement with investors, and understand stock movements to improve your investor relations program.
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Categories in common with Obsidian CRM:
Investor Relationship Management

Flowlie
By Flowlie
4.8/5
(4)
Product Description
Flowlie's Fundraising Hub helps founders close rounds faster. Use Flowlie to plan your round, prepare your outreach, share your deck and one-pager, and track investor engagement. 1,500 founders across 60+ countries have used the Fundraising Hub to raise $316 million.
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Categories in common with Obsidian CRM:
Investor Relationship Management

Allvue
By Allvue Systems
5/5
(3)
Product Description
Allvue Systems offers a comprehensive suite of AI-powered, cloud-based investment management solutions tailored for private capital managers, including private equity, venture capital, private debt, and CLO firms. Their integrated platform supports the entire investment lifecycle, from fundraising and portfolio management to accounting and investor reporting, enabling firms to streamline operations, enhance data accuracy, and scale efficiently. Key Features and Functionality: - Fund Accounting: Provides a multi-currency ledger and cash management capabilities to streamline accounting processes. - Investment Accounting: Ensures accuracy and compliance with built-in checks and validation across every transaction. - Investor Portal: Delivers essential data to limited partners through seamless integration with accounting and CRM modules. - Portfolio Management: Offers real-time dashboards and interactive reports for comprehensive, up-to-date investment insights. - Trade Order Management: Organizes and streamlines daily workflows associated with trading various asset classes, ensuring efficiency and compliance. - Research Management: Centralizes research data, automates workflows, and enhances collaboration among investment teams. - Nexius Data Platform: An AI-ready, intelligent data platform that unifies investment data, automates workflows, and provides real-time analytics. Primary Value and Solutions Provided: Allvue's integrated solutions address the complexities of managing alternative investments by eliminating data silos, automating manual processes, and providing real-time insights. This empowers investment firms to make informed decisions, enhance operational efficiency, and effectively scale their businesses. By offering a unified platform that supports the full fund lifecycle, Allvue enables clients to focus on high-value activities and long-term growth.
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Categories in common with Obsidian CRM:
Investor Relationship Management

G2 Deals

Buying software just got smarter. And cheaper.

This is how G2 Deals can help you:

• Easily shop for curated – and trusted – software
• Own your own software buying journey
• Discover exclusive deals on software

See Exclusive Offers