Best Investor Relations Software with a Free Trial
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Compare the Top Investor Relations Software with a Free Trial as of October 2025
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What is Investor Relations Software with a Free Trial?
Investor relations software, also known as investor relationship management software, enables startups and companies to manage all aspects of their relationships with investors. Investor relations software streamlines the processes of communicating with investors in order to keep them up to date on developments, and finances, and maintain the relationship. Compare and read user reviews of the best Investor Relations software with a Free Trial currently available using the table below. This list is updated regularly.
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1
B2i
B2i Technologies, Inc.
B2i Technologies provides the most robust and versatile tools to manage your Corporate website, Investor Relations website and email communications. Our Investor Relations Software solutions work through automation and implements into existing systems with ease in only a few steps. Our solutions not only help you stay compliant but save valuable time while reporting and delivering critical financial data and press release activities to investors. B2i's Investor Relations Solution provides highly reliable and customizable data for corporate websites including press releases, stock data, charting, and SEC filings within SOX compliance standards. Our investor relations software displays real-time data on your website without requiring additional work on your behalf. Once you have completed your filings and press releases they are automatically loaded onto your website and formatted for easy access.Starting Price: $125 per month -
2
Azeus Convene
Azeus Systems Limited
Convene is an award-winning board management software that enhances the efficiency of meetings, from organizing and distributing board documents to conducting, documenting, and generating actions. Convene’s secure, intuitive, and easy-to-use features make it the choice for listed companies, SMEs, banks, governments, and non-profits in over 100 countries. Developed by Azeus, a Capability Maturity Model Integration (CMMI) level 5 company with more than 30 years of experience in IT development, Convene is a highly flexible product that can be customized to cater to each client’s needs. With SSAE 18- and ISO 27001-certified data centers around the world, Convene ensures that clients' data are protected—alongside multiple internal safeguards and random external penetration tests. Convene can be hosted on-cloud or on-premise, and is available for Windows, Mac OS X, iOS, and Android. -
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OnBoard is an industry-leading board management software designed to streamline meetings, enhance governance, and improve director engagement. Trusted by over 6,000 organizations globally, OnBoard simplifies the board process with a user-friendly interface and enterprise-grade security. Key features include agenda building, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, skills tracking, automated minutes powered by OnBoard AI, minutes builder, and video conferencing integration. With OnBoard AI, meeting discussions are instantly transcribed, generating a comprehensive draft of minutes with ease. OnBoard ensures your board operates efficiently, stays compliant, and engages directors in a secure, collaborative environment. Upgrade your board meetings with OnBoard today!
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4
Kore
Kore
Founded in 2016, Kore provides the first secure online infrastructure for private companies looking to raise capital. From issuing securities to shareholder relations and captable management. It's an an All-In-One Platform that streamlines the Capital Raise Process for RegCF, RegA+, and RegD offerings, while fostering lasting investor communications that transcends the raise itself, elevating your investor relationship. Investors, broker-dealers, law firms, accountants and investor acquisition firms all leverage our ecosystem solution. Kore also maintains a large online library of educational content to help companies navigate their capital-raising journey and investors looking to learn more about investment opportunities in the Private Capital Markets.Starting Price: $150 per month -
5
Ledgy
Ledgy
Ledgy is the end-to-end equity management solution trusted by high-growth companies. Compliant in all countries with best-in-class security and privacy. Digitize your spreadsheets into a transaction-based cap table that's always accurate, built to scale and updates in real-time . Make your financing rounds a success with accurate scenario and exit modeling. Streamline due diligence and easily handle every vesting schedule. Show the latest information to all your stakeholders, including employees and investors, with custom dashboards. Attract and retain key talent with Ledgy while automating equity plans. Employees can self-manage their equity, view their shareholdings, vesting schedules, and future valuations. Engage your investors with shared KPIs, accurate funding scenarios, valuations, dilutions, exits, custom reporting, and more. Find out why founders, CFOs, HR teams, and their employees love Ledgy’s platform. Book a free custom demo to see it in action.Starting Price: Free -
6
InvestorPortaLPro
Investor Portal Pro
Investor portal software solutions technology designed for file sharing, collaboration, and investor relations for investment firms, GPs, fund managers, administrators, RIAs, LPs, banks, and more. Investor portal software solutions designed to share, collaborate, produce, and secure information. The best investor experience starts here. With IPP, you have a clean, secure, and sophisticated investor portal software solution and investor relations reporting portal. Attract more capital & keep existing investors happy at an affordable price. Secure private equity & venture capital (PE / VC) investor portal software, website, and solutions. InvestorPortaLPro (IPP) offers reporting solutions for fund marketing, a gateway for fundraising to help you raise faster, distributing documents online securely, and collaborating with investors. Raise money faster and give your investors a clear look into real-time data. Put property & investment info online with IPP investor relations portals.Starting Price: Flexible -
7
Altss
Altss
Altss is a next-generation LP database built for venture capital, private equity, and alternative asset managers. Our OSINT-powered system delivers the largest and most accurate coverage of LPs and family offices, including 9,000+ verified family offices and over 1.5 million allocator profiles spanning endowments, pensions, insurers, and sovereign wealth funds. Purpose-Built for Modern Fundraising Advanced LP Filtering – 80+ criteria across AUM, geography, strategy, ticket size, and mandate history Real-Time Allocation Signals – detect mandate shifts, team changes, and live LP activity Relationship Graphs – uncover warm introductions and network proximity to decision-makers Custom Dashboards & Reports – segment LP lists, export target sets, and monitor fundraising progress Altss helps fund managers connect with the right LPs at the right moment, replacing outdated investor databases with real-time intelligence and verified accuracy.Starting Price: $15500/per year/1 seat -
8
Quoroom
Quoroom
Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Quoroom equity management software is designed for companies' Founders and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with shareholders, store, share and sign documents, to vest and exercise equity options, convert securities, do dividend or interest payments and official filings, execute share transfers and other corporate actions.Starting Price: £9 per month -
9
Market Media Connect
Market Media Connect
Our IR Websites are fully branded and compatible with all smart devices which are easy to navigate with built-in SEO features to increase your ROI. All SEC filings and stock Information display is seamlessly handled by Market Media Connect and you never need to worry about it. Market Media Connect has its own dedicated customer services department. Our top-notch customer care representatives are ready to help you round the clock whenever you need them. Market Media Connect offers you services loaded with a summary of years of experience and hard work. We know your business requirements, and we know how to get you to the forefront through an integrated business plan. We help you create your visual identity and brand image by creating an attractive, unique, and user-friendly investor relations website. Market Media Connect is an expert in developing strategic marketing plans that guarantee sales and profit ratios.Starting Price: $399 one-time payment -
10
DueDash
DueDash
We bring efficiency to startups and investors through interactions, engagement, and data insights. Get holistic fundraising and investor relations support. Find new investors, engage them, and close deals. If you are new to fundraising, check out our education platform, resources, and events to get you ready for your journey. Find the right investors, and get on the radar of matching angels, VCs, and CVCs for funding. Get ready for fundraising, create a data room that impresses investors, and close deals. Learn how to build an investable startup, deal with investor questions, and fundraise like a pro. Join monthly investor & startup events, access fundraising resources, and over $100K in credits. With our end-to-end investor relations platform and custom investor services, we increase efficiency and help investors make data-driven decisions while overcoming cognitive biases. Collaborate with your team to access deal flow, manage your pipeline & engage with startups.Starting Price: $42 per month -
11
Registry Direct
Registry Direct
Registry Direct is a secure online registry and capital management platform designed to streamline the management of securities and investor relations for companies, fund managers, and their advisors. The platform offers a comprehensive suite of features, including the ability to create and manage capital tables with various security classes such as shares, units, options, convertibles, and bonds. Users can effortlessly allot, transfer, and redeem securities, ensuring compliance with regulatory requirements from entities like the Australian Securities and Investments Commission (ASIC) and the Australian Taxation Office (ATO). Registry Direct facilitates efficient investor engagement through tools for sending communications, organizing meetings, and conducting online polls for resolutions. The platform also supports capital raising by enabling the creation and management of online application forms, with payment processing via BPAY and EFT.Starting Price: $157.50 per month -
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Dynamo Software
Dynamo Software
Dynamo Software’s mission is to be the leading global, end-to-end cloud software platform for the alternatives ecosystem, serving the information sharing and analytical data needs of our constituents. Since 1998, the company has been providing industry-tailored, highly-configurable investment management, reporting, and data management cloud software solutions to the global alternative investment industry. The Dynamo™ platform has improved the productivity across the alternatives ecosystem, including CRM, fundraising, deal management, research management, investor servicing, portfolio management, and compliance teams worldwide. Dynamo has a global footprint with operations across North America, EMEA, APAC, and UAE. For more information, please visit DynamoSoftware.com. -
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AIM
Altvia Solutions
Altvia’s fully integrated product suite and industry expertise optimize the Salesforce CRM platform for the world of Alternative Investments. Translate data and relationships into institutional knowledge to gain the competitive advantage you need to advance your firm for the future. AIM, Altvia’s Private Equity CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. Integrate AIM with a LP Portal or Data Visualization tool to power your internal and external teams. Successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors. -
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Quaestor
Quaestor
Quaestor is an automated financial collaboration platform that helps investors and founders move quicker together and make better, forward-facing decisions. Get the information you require, without the hassle. Quaestor simplifies the collection of key metrics from your firm’s portfolio companies through data integrations, an intuitive interface, and automated workflows. Save time for both you and your founders and gain immediate clarity on portfolio company performance. Now you and your team can quickly find what they need, when they need it. Say goodbye to information in siloed spreadsheets, personal inbox, or legacy software. Easily access company data, from financial metrics to investment details, across your portfolio and collaborate in real-time with your team and founders.Starting Price: $500.00/one-time/user -
15
Eze Investment Suite
SS&C Eze
Best-in-class applications for a complete front-to-back investment experience covering all your operational needs across the enterprise. Eze Investment Suite is your one-stop-shop for a complete, front-to-back investment experience across all asset classes. Eze Investment Suite’s flexible, user-centered design empowers your users to create and tailor their own views, workrooms, and dashboards while standardizing easy-to-adopt workflows across your firm. Users can easily slice and dice data at any level ensuring they have the right information at their fingertips to make fast, accurate decisions. Achieve complete straight-through processing and design your own investment ecosystem. Eze Investment Suite provides an open, vendor-neutral architecture that enables you to connect with virtually any third-party platform or downstream, internal system. Flexible APIs paired with an extensive library of on-demand interfaces allow you to integrate platforms and counterparties across your firm. -
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Stellar Fusion
Stellar Fusion
Our prebuilt and customizable models save investors valuable time by focusing on what matters and empower IR teams to communicate their financial narrative. Use our interactive models to reach faster investment conclusions & understand what really matters for a company. We provide high-quality segment-level data with interactive charts to take the pain out of financial modeling. Our platform covers a wide range of companies with integrated valuation and analysis tools. Empower your investor relations journey with Stellar Fusion. Customize your financial narrative, share it through our models, and establish transparent communication with investors. Gain awareness of investor interest and key focus areas of your financial model. Shape your financial story, attract more investors, and uncover valuable insights. Save time with our pre-built company models, easier and more effective analysis, and integrated DCF. -
17
Diligent Boards
Diligent
Trusted by over 145,000 executive leaders worldwide, Diligent Boards is the #1 software for boards. Diligent Boards solution enables more efficient and effective governance by providing a comprehensive range of tools for running more effective board meetings. Top features for directors include single sign-on, document annotation, real-time syncing across devices, and more. Administrators, meanwhile, can take advantage of tools such as drag-and-drop book building, questionnaires with analysis tools, consolidated management of contracts, calendars, and meeting logistics, and more. -
18
Visible
Visible
Visible.vc is on a mission to help founders succeed. We’ve built the most founder-friendly fundraising, stakeholder communication, and reporting tools for startups and the investors who back them.Starting Price: $79 per month -
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eFront
eFront, a part of BlackRock
eFront’s Solution Suite of end-to-end software solutions provides a one-stop platform for alternative investors looking to fully manage every aspect of their investments from due diligence and fundraising to reporting across all alternative asset classes. With dedicated support teams and innovative R&D teams, clients can rely on eFront to elevate their alternative investments. As the leading provider of software solutions for the alternative investment sector, eFront offers a robust product suite thoroughly covering all alternative investment asset classes, investor types, and needs. Explore our solution finder below in order to discover the perfect alternative investment tool for you. As capital markets evolve and allocations in private markets increase, insurers not only face operational challenges by relying on multiple systems, spreadsheets and manual processes but their need for unifying whole portfolios across public and private assets has never been more pressing. -
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Zeck
Zeck
Zeck is software that reimagines the ridiculous board meeting process to drive better decision-making with your board and investors. Zeck creates customizable, interactive board and investor updates that actually work on your phone and make you look way more pro. Zeck is also a catalyst for real engagement so you’ll get way more value out of your board meetings, which is what’s supposed to happen. Zeck is designed to transform board meetings from boring presentations to awesome strategic discussions, lots of bantering, and lively debate. Your team is building their decks in the same obsolete slides they used in middle school. Zeck makes board meeting prep 7,000 times easier. Zeck digitizes voting and auto-generates board minutes. Plus, Zeck invented the pre-vote (we think) to completely eliminate the minutiae from the live board meeting. Which means more time is dedicated to extracting value from the meeting. -
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WealthBlock
WealthBlock
WealthBlock is an all-in-one white label capital raising and investor management platform used by asset managers, wealth managers, and intermediaries to streamline the entire private investment journey. It comes with the following benefits: 1. All-in-one features CRM, data room, sub doc e-signing flow, compliance checks, online payment, automated email marketing automation, engagement data analytics, etc. 2. All-in-one workflows: investor outreach & nurturing, investor onboarding, investment processing, capital call & payment collection, post-raise reporting, and investor communication. 3. All-in-one integration: API ready, Webhook ready, vendor agnostic, support single-sign-on and 2FA e.g.
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