Log contacts, track activities, fundraise on
Manage contacts and investor profiles in real-time with editing and viewing capabilities. Log activities and access recent investor data. Search and filter contacts for efficient management.
Showing 1–20 of 1,000 ranked alternatives.
AppFolio
Track investments, view reports, submit interest
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
Octave Holdings and Investments, LLC
Access investor reports and updates
Access investor reports, view portfolio performance, and track fund activities. Receive notifications for updates. Submit inquiries and communicate with support. Sync data with desktop portal.
Uniticker FZC
Track real-time financial data and prices
Track real-time financial market prices with data updates. View market trends, stock performance, and key metrics. Access charts, analytical tools, and watchlists for preferred stocks. Monitor market news and top trading activity.
RingCentral, Inc
Manage calls, messages, and meetings with AI
Manage business communications with integrated calling, messaging, and meeting features. Transcribe conversations and generate notes using AI. Share files in team chats and receive typo corrections.
Sherpa Brokers LLC
Invest in companies and portfolios
Create personalized investment portfolios based on investor profile. Invest in top U.S. companies and ETFs with a minimum of one dollar. View account balances and transaction history. Set investment goals and track progress.
Investr Capital LLC
Showcase businesses to investors
Create and manage business profiles to attract investors. Upload business details and financial data. Receive notifications about investor interest. Connect with potential investors directly through the .
STARTENGINE CROWDFUNDING, INC
Invest in companies and track your shares
Invest in early-stage companies across 30 sectors. View company profiles, follow updates, and ask founders questions. Purchase shares and track investment performance. Receive notifications on company milestones and shareholder updates.
RAILBUS Inc.
Manage stock, transfer shares, receive updates
Shareholders can manage stock transfers, receive shares, and track balances. Communicate with investor relations. View company updates and transaction history. Set up notifications for important announcements.
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Dialpad, Inc.
Make calls, send messages, and manage meetings
Manage business communications with a unified platform that handles calls, contacts, and messages. Switch between devices to take calls on the go.
Real Capital Markets
Manage contacts, track pipelines, and share deals
Manage contacts, track pipelines, and collaborate with clients through a centralized portal. Monitor property details and listing information. Set reminders and organize deals with customizable workflows.
Citrix Systems, Inc.
Manage emails and calendars securely
Manage business and personal emails, calendars, and contacts from a single . Sync with Files and other business tools. Access email on mobile devices without compromising personal data. Support multiple accounts and calendar management.
Nextiva, Inc.
Receive calls and texts securely
Manage work and personal communications separately with a dedicated business phone number. Make unlimited calls within the US and Canada. Send texts via SMS/MMS. Organize contacts and integrate with contact lists. Receive and manage voicemail.
Philip Morris Products S.A.
Access stock data and investor materials
Access stock price data, read press releases, and view SEC filings. Download investor materials and watch live or archived webcasts of earnings calls and presentations. Retrieve historical earnings data and company updates.
Interactive Brokers LLC
Monitor markets and place trades
Monitor market activity with real-time quotes, charts, and market scanners. Place standard orders and complex option spreads. View delayed quotes without registration or account setup.
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