1

Expert Score

9.0 / 10

672

85

CUSTOMIZABLE SOLUTIONS

ADVANCED REPORTING

Entrilia: Private Equity Software

View Website

Enterprise pricing available

CUSTOMIZABLE SOLUTIONS

ADVANCED REPORTING

Why We Love It

Entrilia is tailor-made for the private equity and alternative assets industry, which sets it apart. Its comprehensive range of features, from fund accounting to investor portals, addresses the unique needs of this sector. The interconnected ecosystem means all essential functions are in one place - a significant advantage in an industry where efficiency and transparency are paramount. The platform's detailed reporting abilities empower firms with better data insights for strategic decision-making.

Pros

Tailored for private equity firms
Comprehensive fund accounting
Advanced reporting capabilities
Secure investor portals
Interconnected ecosystem

Cons

May require onboarding time
Could be complex for first-time users
No clear pricing on website

Enterprise pricing available

Entrilia is a SaaS solution purpose-built for private capital and alternative assets. It comprehensively caters to the needs of this industry by offering robust fund accounting, detailed reporting, and secure investor portals. Its interconnected ecosystem is designed to streamline operations, improve transparency and enhance decision-making for private equity firms.

Pros

Tailored for private equity firms
Comprehensive fund accounting
Advanced reporting capabilities
Secure investor portals
Interconnected ecosystem

Cons

May require onboarding time
Could be complex for first-time users
No clear pricing on website

CUSTOMIZABLE SOLUTIONS

ADVANCED REPORTING

Why We Love It

Entrilia is tailor-made for the private equity and alternative assets industry, which sets it apart. Its comprehensive range of features, from fund accounting to investor portals, addresses the unique needs of this sector. The interconnected ecosystem means all essential functions are in one place - a significant advantage in an industry where efficiency and transparency are paramount. The platform's detailed reporting abilities empower firms with better data insights for strategic decision-making.

Pros

Tailored for private equity firms
Comprehensive fund accounting
Advanced reporting capabilities
Secure investor portals
Interconnected ecosystem

Cons

May require onboarding time
Could be complex for first-time users
No clear pricing on website

Why We Love It

Entrilia is tailor-made for the private equity and alternative assets industry, which sets it apart. Its comprehensive range of features, from fund accounting to investor portals, addresses the unique needs of this sector. The interconnected ecosystem means all essential functions are in one place - a significant advantage in an industry where efficiency and transparency are paramount. The platform's detailed reporting abilities empower firms with better data insights for strategic decision-making.

Enterprise pricing available

Entrilia is a SaaS solution purpose-built for private capital and alternative assets. It comprehensively caters to the needs of this industry by offering robust fund accounting, detailed reporting, and secure investor portals. Its interconnected ecosystem is designed to streamline operations, improve transparency and enhance decision-making for private equity firms.

2

Expert Score

8.9 / 10

662

104

INDUSTRY-SPECIFIC

GLOBAL NETWORKING

HubSpot for Private Equity Firms

View Website

Enterprise pricing available

INDUSTRY-SPECIFIC

GLOBAL NETWORKING

Why We Love It

HubSpot for Private Equity Firms is a powerful tool that understands the niche needs of this industry. It not only streamlines operations but also offers insights to drive investment decisions. Its robust CRM keeps track of all customer interactions, ensuring no opportunity is missed. The advanced analytics tools provide deep insights into portfolio performance, helping to optimize returns. Plus, the automated marketing tools save time and increase efficiency.

Pros

Robust CRM
Advanced analytics
Automated marketing tools
Industry-specific features
24/7 support

Cons

May require training
Can be expensive for smaller firms

Enterprise pricing available

HubSpot is an all-in-one solution tailored to boost private equity firms' portfolio performance. It provides streamlined operations, robust tools, and industry-specific solutions to manage and enhance customer relationships, drive growth, and optimize investment returns.

Pros

Robust CRM
Advanced analytics
Automated marketing tools
Industry-specific features
24/7 support

Cons

May require training
Can be expensive for smaller firms

INDUSTRY-SPECIFIC

GLOBAL NETWORKING

Why We Love It

HubSpot for Private Equity Firms is a powerful tool that understands the niche needs of this industry. It not only streamlines operations but also offers insights to drive investment decisions. Its robust CRM keeps track of all customer interactions, ensuring no opportunity is missed. The advanced analytics tools provide deep insights into portfolio performance, helping to optimize returns. Plus, the automated marketing tools save time and increase efficiency.

Pros

Robust CRM
Advanced analytics
Automated marketing tools
Industry-specific features
24/7 support

Cons

May require training
Can be expensive for smaller firms

Why We Love It

HubSpot for Private Equity Firms is a powerful tool that understands the niche needs of this industry. It not only streamlines operations but also offers insights to drive investment decisions. Its robust CRM keeps track of all customer interactions, ensuring no opportunity is missed. The advanced analytics tools provide deep insights into portfolio performance, helping to optimize returns. Plus, the automated marketing tools save time and increase efficiency.

Enterprise pricing available

HubSpot is an all-in-one solution tailored to boost private equity firms' portfolio performance. It provides streamlined operations, robust tools, and industry-specific solutions to manage and enhance customer relationships, drive growth, and optimize investment returns.

3

Expert Score

8.8 / 10

626

38

24/7 SUPPORT

Rocket.Chat Secure Messaging

View Website

Free plan available, Enterprise pricing available

24/7 SUPPORT

Why We Love It

Rocket.Chat's secure messaging platform is a game changer for private equity firms. Its focus on security and data protection is crucial in an industry where sensitive and confidential information is the norm. Plus, its capability to integrate with existing systems makes it a seamless addition to the firms' workflow. The platform's flexibility and customization further enhance its appeal, making it a go-to tool for secure, efficient communication.

Pros

Top-notch security
Industry-specific customization
Easy integration
24/7 support
Multi-platform accessibility

Cons

Requires technical knowledge for setup
Limited free plan features
Potential performance issues with high traffic

Free plan available, Enterprise pricing available

Rocket.Chat provides a secure messaging platform specifically tailored to the needs of private equity firms. With its robust security features, it allows industry professionals to communicate with teams, customers, partners, and vendors without exposing sensitive data, while also providing seamless integration with existing systems.

Pros

Top-notch security
Industry-specific customization
Easy integration
24/7 support
Multi-platform accessibility

Cons

Requires technical knowledge for setup
Limited free plan features
Potential performance issues with high traffic

24/7 SUPPORT

Why We Love It

Rocket.Chat's secure messaging platform is a game changer for private equity firms. Its focus on security and data protection is crucial in an industry where sensitive and confidential information is the norm. Plus, its capability to integrate with existing systems makes it a seamless addition to the firms' workflow. The platform's flexibility and customization further enhance its appeal, making it a go-to tool for secure, efficient communication.

Pros

Top-notch security
Industry-specific customization
Easy integration
24/7 support
Multi-platform accessibility

Cons

Requires technical knowledge for setup
Limited free plan features
Potential performance issues with high traffic

Why We Love It

Rocket.Chat's secure messaging platform is a game changer for private equity firms. Its focus on security and data protection is crucial in an industry where sensitive and confidential information is the norm. Plus, its capability to integrate with existing systems makes it a seamless addition to the firms' workflow. The platform's flexibility and customization further enhance its appeal, making it a go-to tool for secure, efficient communication.

Free plan available, Enterprise pricing available

Rocket.Chat provides a secure messaging platform specifically tailored to the needs of private equity firms. With its robust security features, it allows industry professionals to communicate with teams, customers, partners, and vendors without exposing sensitive data, while also providing seamless integration with existing systems.

4

Expert Score

8.8 / 10

381

126

Satuit Private Equity CRM

View Website

Why We Love It

Satuit's Private Equity CRM solution stands out because it's built for the specific needs of private equity firms. The ability to streamline fundraising, investor relations, deal flow, and portfolio management all in one place is a major advantage. Plus, its robust features for deal tracking, financial data, and contract management make it indispensable for industry professionals seeking to optimize their operations.

Pros

Industry-specific features
Efficient deal tracking
Comprehensive financial data
Contract management
Streamlined fundraising and investor relations

Cons

Possible lack of transparency in pricing
May require training to fully utilize
Potential integration issues

Pricing upon request, with custom enterprise pricing available.

A CRM solution designed specifically for private equity firms. Satuit's CRM streamlines fundraising, investor relations, deal flow, and portfolio management, effectively addressing the unique needs of the industry.

Pros

Industry-specific features
Efficient deal tracking
Comprehensive financial data
Contract management
Streamlined fundraising and investor relations

Cons

Possible lack of transparency in pricing
May require training to fully utilize
Potential integration issues

Why We Love It

Satuit's Private Equity CRM solution stands out because it's built for the specific needs of private equity firms. The ability to streamline fundraising, investor relations, deal flow, and portfolio management all in one place is a major advantage. Plus, its robust features for deal tracking, financial data, and contract management make it indispensable for industry professionals seeking to optimize their operations.

Pros

Industry-specific features
Efficient deal tracking
Comprehensive financial data
Contract management
Streamlined fundraising and investor relations

Cons

Possible lack of transparency in pricing
May require training to fully utilize
Potential integration issues

Why We Love It

Satuit's Private Equity CRM solution stands out because it's built for the specific needs of private equity firms. The ability to streamline fundraising, investor relations, deal flow, and portfolio management all in one place is a major advantage. Plus, its robust features for deal tracking, financial data, and contract management make it indispensable for industry professionals seeking to optimize their operations.

Pricing upon request, with custom enterprise pricing available.

A CRM solution designed specifically for private equity firms. Satuit's CRM streamlines fundraising, investor relations, deal flow, and portfolio management, effectively addressing the unique needs of the industry.

5

Expert Score

8.4 / 10

368

70

SECURE MESSAGING

FINANCIAL INTEGRATION

Symphony Communication

View Website

Enterprise pricing available

SECURE MESSAGING

FINANCIAL INTEGRATION

Why We Love It

Symphony Communication stands out in the private equity industry due to its robust security measures and industry-specific features. It understands the critical need for confidential and secure communication in handling sensitive financial information. The added benefit of workflow automation helps private equity firms to enhance productivity and efficiency, while the integration feature allows for seamless connectivity with existing financial systems. These advantages make it a highly valued tool within the industry.

Pros

Secure encrypted communications
Workflow automation
Industry-specific features
Integration with financial systems
24/7 support

Cons

May require IT support for setup
Potential learning curve for non-tech savvy users

Enterprise pricing available

Symphony Communication is a unique software solution specifically designed for financial institutions and firms of all sizes. It provides encrypted chat-based collaboration, ensuring secure and confidential communication, a critical need in the private equity sector. Additionally, it comes with bots and automation to streamline and improve everyday workflows.

Pros

Secure encrypted communications
Workflow automation
Industry-specific features
Integration with financial systems
24/7 support

Cons

May require IT support for setup
Potential learning curve for non-tech savvy users

SECURE MESSAGING

FINANCIAL INTEGRATION

Why We Love It

Symphony Communication stands out in the private equity industry due to its robust security measures and industry-specific features. It understands the critical need for confidential and secure communication in handling sensitive financial information. The added benefit of workflow automation helps private equity firms to enhance productivity and efficiency, while the integration feature allows for seamless connectivity with existing financial systems. These advantages make it a highly valued tool within the industry.

Pros

Secure encrypted communications
Workflow automation
Industry-specific features
Integration with financial systems
24/7 support

Cons

May require IT support for setup
Potential learning curve for non-tech savvy users

Why We Love It

Symphony Communication stands out in the private equity industry due to its robust security measures and industry-specific features. It understands the critical need for confidential and secure communication in handling sensitive financial information. The added benefit of workflow automation helps private equity firms to enhance productivity and efficiency, while the integration feature allows for seamless connectivity with existing financial systems. These advantages make it a highly valued tool within the industry.

Enterprise pricing available

Symphony Communication is a unique software solution specifically designed for financial institutions and firms of all sizes. It provides encrypted chat-based collaboration, ensuring secure and confidential communication, a critical need in the private equity sector. Additionally, it comes with bots and automation to streamline and improve everyday workflows.

6

Expert Score

8.3 / 10

563

99

INVESTOR RELATIONS

Capsule CRM for Private Equity

View Website

Free plan available, Premium plans starting from $18/user/month

INVESTOR RELATIONS

Why We Love It

Capsule CRM stands out for its specific focus on private equity, which is rare in the CRM space. It goes beyond just managing contacts, allowing professionals to manage the entire deal sourcing process and keep track of investor relationships. The relationship intelligence feature gives insights into how to strengthen these relationships, making it a valuable tool for any private equity professional.

Pros

Streamlined investor relationship management
Improved deal sourcing
Relationship intelligence
Easy to use
Comprehensive customer support

Cons

Limited customization options
Could be overkill for smaller firms
Additional charges for premium features

Free plan available, Premium plans starting from $18/user/month

Capsule CRM is a comprehensive SaaS solution specifically designed for private equity firms. It streamlines investor relationship management, improves deal sourcing, and offers relationship intelligence that directly addresses the unique needs of private equity professionals.

Pros

Streamlined investor relationship management
Improved deal sourcing
Relationship intelligence
Easy to use
Comprehensive customer support

Cons

Limited customization options
Could be overkill for smaller firms
Additional charges for premium features

INVESTOR RELATIONS

Why We Love It

Capsule CRM stands out for its specific focus on private equity, which is rare in the CRM space. It goes beyond just managing contacts, allowing professionals to manage the entire deal sourcing process and keep track of investor relationships. The relationship intelligence feature gives insights into how to strengthen these relationships, making it a valuable tool for any private equity professional.

Pros

Streamlined investor relationship management
Improved deal sourcing
Relationship intelligence
Easy to use
Comprehensive customer support

Cons

Limited customization options
Could be overkill for smaller firms
Additional charges for premium features

Why We Love It

Capsule CRM stands out for its specific focus on private equity, which is rare in the CRM space. It goes beyond just managing contacts, allowing professionals to manage the entire deal sourcing process and keep track of investor relationships. The relationship intelligence feature gives insights into how to strengthen these relationships, making it a valuable tool for any private equity professional.

Free plan available, Premium plans starting from $18/user/month

Capsule CRM is a comprehensive SaaS solution specifically designed for private equity firms. It streamlines investor relationship management, improves deal sourcing, and offers relationship intelligence that directly addresses the unique needs of private equity professionals.

7

Expert Score

7.9 / 10

505

82

DEAL EXECUTION PRO

MOBILE FRIENDLY

Clientscape Private Equity

View Website

Enterprise pricing available

DEAL EXECUTION PRO

MOBILE FRIENDLY

Why We Love It

Clientscape Private Equity stands out for its focus on the specific needs of private equity and venture capital firms. Its messaging and conversational commerce platforms enable these organizations to navigate the complexities of deal execution efficiently. By providing a collaborative environment, the software makes it easier for professionals to communicate, thereby speeding up transactions and reducing the chances of misunderstandings. This industry-specific approach is why professionals in the private equity and venture capital sectors appreciate this solution.

Pros

Industry-specific features
Streamlined deal execution
Effective communication platform
Collaborative environment
24/7 support

Cons

Limited information on pricing
May require training for optimal use

Enterprise pricing available

Clientscape Private Equity is a specialized SaaS solution for private equity firms and venture capital organizations. It leverages conversational commerce and messaging platforms to facilitate collaborative deal execution, thereby addressing the industry's need for quick, effective, and transparent communication during complex transactions.

Pros

Industry-specific features
Streamlined deal execution
Effective communication platform
Collaborative environment
24/7 support

Cons

Limited information on pricing
May require training for optimal use

DEAL EXECUTION PRO

MOBILE FRIENDLY

Why We Love It

Clientscape Private Equity stands out for its focus on the specific needs of private equity and venture capital firms. Its messaging and conversational commerce platforms enable these organizations to navigate the complexities of deal execution efficiently. By providing a collaborative environment, the software makes it easier for professionals to communicate, thereby speeding up transactions and reducing the chances of misunderstandings. This industry-specific approach is why professionals in the private equity and venture capital sectors appreciate this solution.

Pros

Industry-specific features
Streamlined deal execution
Effective communication platform
Collaborative environment
24/7 support

Cons

Limited information on pricing
May require training for optimal use

Why We Love It

Clientscape Private Equity stands out for its focus on the specific needs of private equity and venture capital firms. Its messaging and conversational commerce platforms enable these organizations to navigate the complexities of deal execution efficiently. By providing a collaborative environment, the software makes it easier for professionals to communicate, thereby speeding up transactions and reducing the chances of misunderstandings. This industry-specific approach is why professionals in the private equity and venture capital sectors appreciate this solution.

Enterprise pricing available

Clientscape Private Equity is a specialized SaaS solution for private equity firms and venture capital organizations. It leverages conversational commerce and messaging platforms to facilitate collaborative deal execution, thereby addressing the industry's need for quick, effective, and transparent communication during complex transactions.

8

Expert Score

7.8 / 10

420

53

iConnections Capital Connection Platform

View Website

Why We Love It

iConnections is a breath of fresh air in the alternative investment industry. It's not just a chat platform - it's a comprehensive networking and connection tool designed specifically for private equity firms. It allows professionals to connect with their global peers, book meetings, and make faster investment decisions. Its commitment to security and confidentiality is a huge plus for an industry where these elements are paramount. It's a niche solution that understands and addresses the unique needs of its users.

Pros

Industry-specific platform
Streamlined booking system
Accelerates investment decisions
Secure and confidential communication
Global networking opportunities

Cons

Pricing not transparent
May not integrate with all CRM systems
Potential learning curve for less tech-savvy users

Enterprise pricing available upon request

iConnections is a game-changer for the alternative investment industry, providing a streamlined platform for allocators and managers to connect, schedule meetings, and expedite investment decisions. Its specificity to the industry means it understands and caters to the unique needs of private equity professionals, offering features not found in generic live chat and messaging platforms.

Pros

Industry-specific platform
Streamlined booking system
Accelerates investment decisions
Secure and confidential communication
Global networking opportunities

Cons

Pricing not transparent
May not integrate with all CRM systems
Potential learning curve for less tech-savvy users

Why We Love It

iConnections is a breath of fresh air in the alternative investment industry. It's not just a chat platform - it's a comprehensive networking and connection tool designed specifically for private equity firms. It allows professionals to connect with their global peers, book meetings, and make faster investment decisions. Its commitment to security and confidentiality is a huge plus for an industry where these elements are paramount. It's a niche solution that understands and addresses the unique needs of its users.

Pros

Industry-specific platform
Streamlined booking system
Accelerates investment decisions
Secure and confidential communication
Global networking opportunities

Cons

Pricing not transparent
May not integrate with all CRM systems
Potential learning curve for less tech-savvy users

Why We Love It

iConnections is a breath of fresh air in the alternative investment industry. It's not just a chat platform - it's a comprehensive networking and connection tool designed specifically for private equity firms. It allows professionals to connect with their global peers, book meetings, and make faster investment decisions. Its commitment to security and confidentiality is a huge plus for an industry where these elements are paramount. It's a niche solution that understands and addresses the unique needs of its users.

Enterprise pricing available upon request

iConnections is a game-changer for the alternative investment industry, providing a streamlined platform for allocators and managers to connect, schedule meetings, and expedite investment decisions. Its specificity to the industry means it understands and caters to the unique needs of private equity professionals, offering features not found in generic live chat and messaging platforms.

9

Expert Score

7.5 / 10

383

106

Hivebrite VC Community Platform

View Website

Enterprise pricing available

Why We Love It

Hivebrite VC Community Platform is a game-changer in the Venture Capital industry. It empowers firms by facilitating seamless communication and collaboration in a global network. The platform is particularly loved for its ability to connect members, portfolio companies and investors in a dynamic, private community. The in-built analytics and insights help in monitoring the community’s growth and engagement levels, making it an invaluable tool for venture capital firms.

Pros

Customizable platform
Multiple communication channels
Insights and analytics
Mobile App available
Alumni networking

Cons

Requires tech savvy users
Absence of a free plan
Potential scalability issues

Enterprise pricing available

Hivebrite VC Community Platform is a SaaS solution designed to foster communication and collaboration within venture capital firms. It provides a private, customizable platform with a range of communication channels, meeting the industry's need for efficient interaction among members, portfolio companies, and investors.

Pros

Customizable platform
Multiple communication channels
Insights and analytics
Mobile App available
Alumni networking

Cons

Requires tech savvy users
Absence of a free plan
Potential scalability issues

Why We Love It

Hivebrite VC Community Platform is a game-changer in the Venture Capital industry. It empowers firms by facilitating seamless communication and collaboration in a global network. The platform is particularly loved for its ability to connect members, portfolio companies and investors in a dynamic, private community. The in-built analytics and insights help in monitoring the community’s growth and engagement levels, making it an invaluable tool for venture capital firms.

Pros

Customizable platform
Multiple communication channels
Insights and analytics
Mobile App available
Alumni networking

Cons

Requires tech savvy users
Absence of a free plan
Potential scalability issues

Why We Love It

Hivebrite VC Community Platform is a game-changer in the Venture Capital industry. It empowers firms by facilitating seamless communication and collaboration in a global network. The platform is particularly loved for its ability to connect members, portfolio companies and investors in a dynamic, private community. The in-built analytics and insights help in monitoring the community’s growth and engagement levels, making it an invaluable tool for venture capital firms.

Enterprise pricing available

Hivebrite VC Community Platform is a SaaS solution designed to foster communication and collaboration within venture capital firms. It provides a private, customizable platform with a range of communication channels, meeting the industry's need for efficient interaction among members, portfolio companies, and investors.

10

Expert Score

7.0 / 10

634

71

AUTOMATED WORKFLOWS

COMPREHENSIVE CRM

Select Advisors Institute

View Website

AUTOMATED WORKFLOWS

COMPREHENSIVE CRM

Why We Love It

Select Advisors Institute stands out because it's crafted specifically for private equity firms. The company understands the intricacies and challenges of marketing within this sector, and their solutions are designed to tackle these head-on. With their data-driven strategies and interactive platforms, firms can experience substantial growth while enhancing customer interaction. Industry professionals love it for its specialization, measurable results, and the value it brings to their operations.

Pros

Tailored for private equity firms
Data-driven strategies
Highly interactive platforms
Measurable growth
Expert industry knowledge

Cons

Pricing not transparent
May not suit small firms
Requires initial setup

Pricing upon request

Select Advisors Institute is a marketing company specifically designed for private equity firms. It provides tailored solutions that drive measurable growth, addressing the complex and unique marketing needs of this industry. With a focus on customer interaction, their live chat and messaging platforms ensure seamless communication.

Pros

Tailored for private equity firms
Data-driven strategies
Highly interactive platforms
Measurable growth
Expert industry knowledge

Cons

Pricing not transparent
May not suit small firms
Requires initial setup

AUTOMATED WORKFLOWS

COMPREHENSIVE CRM

Why We Love It

Select Advisors Institute stands out because it's crafted specifically for private equity firms. The company understands the intricacies and challenges of marketing within this sector, and their solutions are designed to tackle these head-on. With their data-driven strategies and interactive platforms, firms can experience substantial growth while enhancing customer interaction. Industry professionals love it for its specialization, measurable results, and the value it brings to their operations.

Pros

Tailored for private equity firms
Data-driven strategies
Highly interactive platforms
Measurable growth
Expert industry knowledge

Cons

Pricing not transparent
May not suit small firms
Requires initial setup

Why We Love It

Select Advisors Institute stands out because it's crafted specifically for private equity firms. The company understands the intricacies and challenges of marketing within this sector, and their solutions are designed to tackle these head-on. With their data-driven strategies and interactive platforms, firms can experience substantial growth while enhancing customer interaction. Industry professionals love it for its specialization, measurable results, and the value it brings to their operations.

Pricing upon request

Select Advisors Institute is a marketing company specifically designed for private equity firms. It provides tailored solutions that drive measurable growth, addressing the complex and unique marketing needs of this industry. With a focus on customer interaction, their live chat and messaging platforms ensure seamless communication.

Product	Has Mobile App	Has Free Plan	Has Free Trial	Integrates With Zapier	Has Public API	Live Chat Support	SOC 2 or ISO Certified	Popular Integrations	Supports SSO	Starting Price
1Entrilia: Private Equity Software	Not specified	No	Contact for trial	Not specified	Not specified	Email/Ticket only	Not specified	Not specified	Not specified	Contact for pricing
2HubSpot for Private Equity Firms	Yes	No	Yes - 14 days	Yes	Yes	Yes	SOC 2	Salesforce, Microsoft 365, Slack	Yes	Contact for pricing
3Satuit Private Equity CRM	Not specified	No	Contact for trial	Not specified	Not specified	Email/Ticket only	Not specified	Not specified	Not specified	Pricing upon request
4Rocket.Chat Secure Messaging	Yes	Yes	Yes - 14 days	Yes	Yes	Yes	Not specified	Slack, Google Workspace, Microsoft 365	Yes	Free
5Symphony Communication	Yes	No	Contact for trial	No	Yes	Yes	SOC 2	Salesforce, Microsoft 365, Slack	Yes	Contact for pricing
6Capsule CRM for Private Equity	Yes	Yes	Yes - 14 days	Yes	Yes	Email/Ticket only	Not specified	Google Workspace, Microsoft 365, Slack	Yes	$18/user/month
7Clientscape Private Equity	Not specified	No	Contact for trial	Not specified	Not specified	Yes	Not specified	Not specified	Not specified	Contact for pricing
8iConnections Capital Connection Platform	Not specified	No	Contact for trial	Not specified	Not specified	Email/Ticket only	Not specified	Not specified	Not specified	Contact for pricing
9Hivebrite VC Community Platform	Yes	No	Contact for trial	No	Not specified	Email/Ticket only	Not specified	Not specified	Not specified	Contact for pricing
10Select Advisors Institute	Not specified	No	Contact for trial	Not specified	Not specified	Email/Ticket only	Not specified	Not specified	Not specified	Pricing upon request

Search Categories

The complete set of related tools is found in our Live Chat & Messaging Platforms category.

Similar Categories

Category Image

Why We Love It

Pros

Cons

Pros

Cons

Why We Love It

Pros

Cons

Why We Love It

Why We Love It

Pros

Cons

Pros

Cons

Why We Love It

Pros

Cons

Why We Love It

Why We Love It

Pros

Cons

Pros

Cons

Why We Love It

Pros

Cons

Why We Love It

Why We Love It

Pros

Cons

Pros

Cons

Why We Love It

Pros

Cons

Why We Love It

Why We Love It

Pros

Cons

Pros

Cons

Why We Love It

Pros

Cons

Why We Love It

Why We Love It

Pros

Cons

Pros

Cons

Why We Love It

Pros

Cons

Why We Love It

Why We Love It

Pros

Cons

Pros

Cons

Why We Love It

Pros

Cons

Why We Love It

Why We Love It

Pros

Cons

Pros

Cons

Why We Love It

Pros

Cons

Why We Love It

Why We Love It

Pros

Cons

Pros