Venture capital software is used by investment companies to manage and monitor their portfolios. VC software is a powerful tool for making decisions, tracking deals, and monitoring performance. The list below is a reflection of today’s market state. With it, you can screen your competition if you want to create a similar solution.
What exactly is venture capital management software?
To be called that, venture capital software tools must have a list of specific features, supporting the purpose of buying them in the first place. Among them are:
have a high-level overview of portfolio companies
have the functionality to show how much capital is already utilized, what is expected returns and what is the investment risk for any given company in the portfolio
have the option to give information about which companies require additional funding, and which of them will need it in the near future
allowing filters to sort through the companies based on the industry, revenue, founders, years of investment, etc.
display information on stock performance and current price
have the functionality to manage relationships with limited partners (LP)
have a module for graphs, files, and notes
A nice-to-have would be an option to manage and keep track of meetings. Every company is unique, so venture capital software needs to reflect that. By keeping tabs on what is going on in each company, investors can help them with money, guidance, contacts, or more. Who said what, on what meeting, what were the conclusions, and what is a timetable for changes – these are information VC software needs.
VC software and portfolio complexities
Venture capital, private equity, mergers and acquisitions, investment banking, consulting. Minority shares, majority shares, and even super shares put some founders in the driver’s seat. These make for a complex market reality. Venture capital portfolio management software needs to manage not companies, but relationships.
Inform on business needs and monitor stock performance, but also navigate the complex nature of human interactions. Business is money, but also temperament and trends. Like wealth management software development, which becomes a strong trend nowadays. Or investing in the best loan management software, to strengthen the portfolio with FinTech companies people really like.
No matter if you want to browse through the list or consider building your own venture capital management software solution, keep in mind core functionalities and additional features.
San Francisco, United States
Carta is building the global ownership management platform, and in the process, mapping the ownership network for companies, investors, and employees. Founded in 2012, Carta started by helping private companies manage their cap tables. Since then Carta has expanded into valuations, investor services, and public markets. We now support 8,000+ companies, 500,000+ unique stakeholders, & have valued over $200B in private assets.
Capchase provides upfront capital to businesses with recurring revenue. We turn your predictable MRR into ARR for an upfront influx of fast, flexible funding into your business so you can scale and realize your full company potential. You gain this capital without debt or dilution, giving founders an alternative and increasingly more strategic option for growth fund– hello Capchase, goodbye fundraising.
Hum Capital is the funding platform that is connecting great companies with the right capital. Hum offers the most efficient way for private companies to access institutional capital by helping them understand the power of their data in the fundraising process. For investors, Hum delivers investment insights and a personalized deal flow built on data they can trust.
The 4Degrees CRM provides intelligent relationship and deal management tools to help your team get the most out of your professional networks.
We’re built for deal-driven industries, including venture capital, private equity, mergers & acquisitions, investment banking, commercial real estate, and consulting.
Our software combines the ability to search your team’s network easily and intuitively, with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward.
Baltic Tech Ventures is the only publicly traded VC fund with an angel group focused on seed and early stage investment in the Baltic region. Investors can get involved with BTV in two ways: gaining exposure to the entire BTV portfolio by buying shares (NASDAQ:BTE1R) or by direct angel investment into one or more BTV portfolio companies. BTV angel investors benefit from the ability to invest directly into the Baltics’ most promising startups on the same terms as the smartest money in the region. Unlike with other VC opportunities, BTV investors can select the companies they invest in, with low investment minimums, no management or success fees, and no lockup. BTV startups are fully vetted. BTV financials are fully audited, with regulatory oversight under Nasdaq Baltic.
Software for Venture Capital and Private Equity. Software to seamlessly manage your deal flow and track portfolio performance. Important insights, metrics, and data are probably floating freely throughout your tech stack. Kushim brings entire investment teams and their workflow together so that you spend less time trying to complete the puzzle and more time discovering the next big thing. Kushim builds tools tailored to investors. From tracking deals to watching your companies grow, user-centric designs make each step easier. Whether you’re a VC, family office, or Angel investor, we’ve got you covered. We’ve worked with first-class investors, from each background around the world, to make sure your needs are met. Kushim offers Kushim Dealflow and Kushim Management and Kushim Portal.
edgy is the equity management solution built for fast-growing companies. Scaleable, flexible, and easy to use for end-to-end equity management with best-in-class security and privacy.
Trusted by leading companies to manage their equity, Ledgy helps you get your cap table and employee participation plans right from the beginning: ESOPs & PSOPs to empower your employees with ownership.
Make your financing rounds a success and engage your investors with always accurate scenario and exit modeling.
Ledgy shows the latest information to your chosen stakeholders about their investments, while streamlining due diligence and handling every vesting schedule.
Invite investors into their own custom dashboard that reflect accurate funding scenarios in real-time: valuations, dilutions, and exits, with a clear view of shared KPIs and more.
On the employee side your company will have the power to attract and retain key talent. Employees get their own dashboard with the ability to self-manage their equity and transparently monitor their shareholdings, vesting schedules, and future in your company’s success.
Ledgy is the best equity management platform and is currently used by high-growth scale ups and unicorns to leverage the power of their equity.
Pepicon is a help-you-win software company that enables entrepreneurs and management teams to raise funds with speed and self-confidence. With 35+ years and experience from 100+ rounds of capital-raising, we can say that the market is malfunctioning. We know how frustrating, time-consuming, uncertain, expensive and difficult it can be for most people. It is bothersome that no standard has emerged that makes growth financing easier and more efficient for both companies and investors. We need to get away from ad-hoc analog processes and closed club thinking, and replace it with a blueprint for success that serves everyone in the ecosystem.
That’s why we started Pepicon – to develop world-class product and a system that will make a big difference and have true impact. A user friendly tool offering best practice for investment readiness, fundraising management and stakeholder empowerment, for anyone. Pepicon is a growth-tech company that empowers entrepreneurs while welcoming investors to the party!
Vestberry is portfolio management and reporting software for venture capital and private equity. The solution brings high level of automation to VC workflow, reporting, communication with limited partners and provide advanced analytics to make better investment decisions.
Visible gives companies the power to track, organize & share key performance data with investors, team members, and partners through beautiful dashboards and robust reports that combine numbers, visuals, and narrative to help tell a more effective story.
Zapflow is a power tool for professional investors purpose-built for deal flow, deal and portfolio management. It gives you more control; helps you make better decisions; and saves you time and stress.
Betterfront is a Munich-based fundraising and data analytics platform that helps alternative fund managers attract, engage, and retain institutional investors. Since its founding in 2019 by a team of investors, technologists, and designers, dozens of fund managers across Europe and the US have chosen Betterfront to analyze their track record and make their fundraising more engaging and efficient.
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.
Venture360 is the firm doing it all when it comes to managing your venture fund.
Back office accounting and tax powered by proprietary software for deal pipeline management, portfolio tracking and investor reporting.
All of this at the industry’s most competitive pricing.