Investor Intelligence Overview

Investor Intelligence is a robust equity management software designed to help companies efficiently manage investor relations, cap tables, and equity distribution. With Investor Intelligence, users can easily track shareholder information, manage rounds of funding, and maintain accurate records of ownership stakes. The platform’s intuitive interface and advanced reporting tools offer insights into equity structures, supporting data-driven decision-making and strategic planning. Investor Intelligence also simplifies compliance by automating regulatory filings and maintaining transparent records for audit purposes. The software integrates with accounting and financial systems, ensuring data consistency and streamlining workflow. For companies looking to manage complex equity structures and enhance transparency with investors, Investor Intelligence provides an efficient, secure solution to track, manage, and report on shareholder activities with accuracy and ease, making equity management simple and stress-free.

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Contact Details

  • Vendor Name Investor Intelligence
  • Founded
  • Location United States

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Banking, Civil Engineering, Computer & Network Security, Consumer Electronics, Financial Services, International Trade & Development, Translation & Localization

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Investor Intelligence Features

  • Arrow Icon Vesting Management
  • Arrow Icon Cap Table Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Document Storage
  • Arrow Icon Financial Modeling
  • Arrow Icon Valuation Management
  • Arrow Icon Private Equity
  • Arrow Icon Deal Management
  • Arrow Icon Public Equity
  • Arrow Icon Client Portal
  • Arrow Icon CRM
  • Arrow Icon Compliance Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Investor Reporting

Investor Intelligence Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Investor Intelligence FAQs

Investor Intelligence is a robust equity management software designed to help companies efficiently manage investor relations, cap tables, and equity distribution. With Investor Intelligence, users can easily track shareholder information, manage rounds of funding, and maintain accurate records of ownership stakes. The platform’s intuitive interface and advanced reporting tools offer insights into equity structures, supporting data-driven decision-making and strategic planning. Investor Intelligence also simplifies compliance by automating regulatory filings and maintaining transparent records for audit purposes. The software integrates with accounting and financial systems, ensuring data consistency and streamlining workflow. For companies looking to manage complex equity structures and enhance transparency with investors, Investor Intelligence provides an efficient, secure solution to track, manage, and report on shareholder activities with accuracy and ease, making equity management simple and stress-free.

  • No, Investor Intelligence does not offer a free version.

  • Yes, Investor Intelligence offers a free trial.

  • No, Credit Card details are not required for the Investor Intelligence trial.

  • No, Investor Intelligence does not offer an API.

  • Investor Intelligence supports the following languages:
    • English

  • Following are the typical users of the Investor Intelligence:
    • Self-Employed , Small-Business , Midsize-Business