Update Capital Reviews & Product Details

My investors are impressed with the professional quality of the portal and their ability to view all their investment returns, distributions and documents. I like that it streamlines my fundraising activities and investor communications. Review collected by and hosted on G2.com.

Anything I've disliked or had problems with have been addressed by the Update Capital team. They are working with me now on a solution to co-branding my investment opportunities. I had some technical issues when I first on-boarded that they were able to solve right away. If I have any problems or suggestions they are very attentive and take the time to understand what I need. Review collected by and hosted on G2.com.

Update Capital (UC) is very responsive.

I am not in the UC system (working with our investors) every day so I sometimes need a reminder of how to do something.

When I call or send an email, the UC Support team quickly responds with an answer, a link to an article, or video that provides the info. Sometimes they will even record a quick video that shows the clicks for how to do something. This helps me get done what I need to get done so I can serve my investors. Review collected by and hosted on G2.com.

I would not call it a dislike but the only comment I would mention is that it would be great if the UC Support line would pick up with a live operator.

Certainly, that is not likely as the world shifts more and more toward self-service. Review collected by and hosted on G2.com.

It is very easy to use and intuitive. The onboarding process was thorough and very helpful. Once the onboarding was complete, having the investor portal plug-in on my site makes it look very professional. This is the area where I direct all investors to obtain their documents. Update Capital is also continually adding features and the knowledge base of videos on these features is great. The support techs are also always available by phone and very knowledgeable. I found that this decreased the time it took to get up to speed on the program. Review collected by and hosted on G2.com.

I have found that I still need to use a separate CRM system. I was hoping to have that incorporated with UC but the functionality isn't there. Review collected by and hosted on G2.com.

Update Capital provides a great way for investors to get the full story on their investments. They can take a look whenever they like, as frequently as they prefer. If they haven’t been keeping up with a development project, they can log in and get caught up on everything that’s happened and know just where things stand.

Furthermore, every time we send something out, we can see how many investors opened the email, how many of them logged in, everything. We get information about how they are engaging, and that’s very helpful.

The Update Capital team is very attentive. If we're looking for a feature that’s not available, they always say, “Let’s see if we can add that for you”’ In the beginning, we needed a lot of customization and Update Capital was always happy to work with us. They are very receptive and responsive to feedback. Review collected by and hosted on G2.com.

We do not see any downsides and have not had any issues with the software. Review collected by and hosted on G2.com.

The ability to market all of our opportunities in one place to a large audience potential investors, as well as providing our current investors a platform to receive updates on their current investments. Review collected by and hosted on G2.com.

The only complaint I have is possibly making the platform a little more user friendly for the investor. 90% of the investors we market to have no issue, so not a big deal. Although, some users have a tough time getting to the Investments tab from the marketing emails we send out. Could be more of a lack of technology know how on their part though. Review collected by and hosted on G2.com.

Each screen was easy to read and understand. The implementation process was easy as well. Many people would not like to start another program but it only took us a few days to get up and running. The system will e-mail out to all clients including reporting, communications and tax documents all in a secure manner. The best feature is that you can easily see which investments each investor has at your fingertips, including charts and graphs of data. Review collected by and hosted on G2.com.

Sometimes the users have trouble with updating their own password but as an admin, I ask them for their desired password and set it for them. The users prefer this method and it gives great service that way. Review collected by and hosted on G2.com.

1. The Update Capital software is sleek, professional, and simple for both our investors and our admins to use. Everything our investors need can be found on the investor dashboard. No more emails and phone calls from investors trying to locate a missing report or tax form in a crowded inbox.

2. The Actions feature allows us to automatically walk investors through the signing process on new deals, confirm that they have read important messages, and keep their contact information up to date.

3. I love the additional security features for sensitive documents such as K-1s.

4. Update Capital’s customer service is top-notch. The team is very responsive to questions and feedback and goes above and beyond to make sure we have everything we need. Review collected by and hosted on G2.com.

I’ve yet to find something I don’t like about the Update Capital software, however we haven't used the Current Opportunity feature or the CRM integration. Review collected by and hosted on G2.com.

The Bulk Upload operations (like distributions or contributions) are very seamless. Any time I have made an error in my source documentation (email address or name mismatch), the software recognizes the error and recommends the fix. So far the recommendations have always been correct and these bulk uploads have saved me significant data-entry time. I also have enjoyed the newsletter feature that customizes the investment updates into one email for our investors so that an investor in 4 assets will receive one email related to only those four assets. Review collected by and hosted on G2.com.

Update Capital has address my biggest concern which related to gathering investor information and signatures electronically; their recent syncing with DocuSign has made this process very convenient for our investors. Review collected by and hosted on G2.com.

Rory and Ran are quick to respond and assist with any issue or question. UC provides outstanding customer service and the software is user friendly. Review collected by and hosted on G2.com.

We haven't encountered any issues that couldn't be resolved. Review collected by and hosted on G2.com.

Easy user interface from both admin and investor perspectives. Intuitive functions and features. Crisp and clean design can easily match corporate branding. Fast and responsive support. Review collected by and hosted on G2.com.

Inability to attach documents to email blasts/newsletter blasts, but I'm sure they will develop this feature soon. I would also like the email address that sends our newsletters to appear from our domain and not from UC. Review collected by and hosted on G2.com.