Secret > Finance Software >

Investment Management Software promo code – October 2024

Investment Management Software

Investment management software help manage and track investments, such as stocks, bonds, and mutual funds. Investment Tools can help investors make decisions and manage their portfolios. It typically offers features such as portfolio tracking, portfolio analysis, portfolio optimization, and risk management. It also offers analytical tools, portfolio rebalancing, and portfolio monitoring. Investment management software can help investors make informed decisions, optimize their portfolios, and reduce their risk.

12 products available

logo forbes

Your guide to the business world.

4.6 (15 reviews)
1 deal available | Redeemed by 10 members
ERP Legal Investment Management

10% off an annual/biennial membership

Save up to $10

Forbes is a global media company, focusing on business, investing, technology, entrepreneurship, leadership, and lifestyle. The platform is well-known for its comprehensive coverage of financial and business news as well as its prestigious rankings, including the Forbes 400 and Forbes Global Billionaire lists.

logo openvc

Elevate your startup with the right investors.

4.5 (15 reviews)
1 deal available | Redeemed by 29 members
Investment Management

20% off for 1 year

Save up to $238

OpenVC is an innovative platform designed to democratize access to venture capital for tech founders. It facilitates connections between founders and a global network of investors, including VC firms, angel investors, and corporate funds.

logo prelo

B2B prospecting platform for solopreneurs

4.7 (20 reviews)
1 deal available | Redeemed by 29 members
Company Formation Investment Management

50% off all plans for 1 year

Save up to $138

Prelo connects you with the decision makers of top VC-funded startups. You can then easily connect with fast-growing, high-potential companies in just a few clicks on the SaaS-based platform.

logo forecastr

Financial model design platform

4.4 (19 reviews)
1 deal available | Redeemed by 26 members
Company Formation Investment Management

25% off the annual subscription + $0 onboarding fees

Save up to $500

The Forecastr platform walks through the process of creating a robust financial model. Accelerate your company’s growth, impress your investors, and forecast revenue efficiently.

logo visible.vc

Investor relations management platform

4.3 (15 reviews)
1 deal available | Redeemed by 83 members
Company Formation Investment Management

Starter plan free for 1 year

Save up to $700

Specially designed for startup founders, Visible includes all the features needed for optimal investor relations management. These include investor updates and data integration to extract key financial and operational KPIs.

logo pulley

Simplify your cap table management

(0 reviews)
Investment Management

Pulley is a leading cap table management and equity platform designed to streamline fundraising, compliance, and equity issuance for companies at any stage.

logo capchase

Fuel your growth

(0 reviews)
Investment Management

Capchase is a financial platform founded in 2020 by Harvard Business School graduates, designed to provide non-dilutive funding options for fast-growing SaaS and recurring-revenue companies.

logo capdesk

Empower your equity, fuel your growth

4.5 (15 reviews)
Investment Management

Capdesk is a comprehensive equity management platform designed to support businesses through every stage of their growth, from early equity management to expansion. It offers a suite of tools for managing cap tables, conducting valuations, and supporting fundraising efforts.

logo silvr

A quick financing solution for your business

4.8 (19 reviews)
Investment Management

Silvr offers an alternative to traditional fundraising. In less than 24 hours, companies can leverage their growth potential. The money borrowed can help launch acquisition campaigns to boost your visibility or be an ideal cash injection at the most opportune moment.

logo carta

Equity. Simplified.

4.2 (23 reviews)
1 deal available | Redeemed by 7 members
Investment Management

25% off 1 year

Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans.

logo wefunder

Invest in startups you love

4.3 (20 reviews)
Investment Management

WeFunder helps everyone invest in startups that they care about.

logo gust

Startup Smarter

4.0 (20 reviews)
Investment Management

The best place to start, grow, and fund your venture.

1 to 12 of 12 results