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Best Investor Relations Software

Compare the Top Investor Relations Software as of October 2025

What is Investor Relations Software?

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 currently available using the table below. This list is updated regularly.

  • 1
    B2i

    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
    InvestorPortaLPro

    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
  • 3
    Quoroom

    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
  • 4
    PORTAL.BLACK

    PORTAL.BLACK

    PORTAL.BLACK

    You may have noticed that other portals charge you by the number of investor relations software features such as the number of funds, investors, users, investments, accounts, or other things you have. PORTAL.BLACK is unlimited, no artificial limits are imposed by us on you. We don’t like being nickel and dimed, and we would never do that to our valued clients. We have never lost a client, and not a single one of our competitors in the investor relations software market can say that. Some of our investor relations software features include unlimited users, unlimited bandwidth, unlimited storage, open-source (you get source code access) full API, on-premises, private cloud, and SaaS. PORTAL.BLACK is fully customized and much more than just a simple deal room. In general, there are license fees, maintenance costs, implementation, training, integration, support, hosting, and administration to factor in.
    Starting Price: $20,000 per year
  • 5
    Visible

    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
  • 6
    S&P Capital IQ Desktop
    Today's investors expect news, financials and general information in real-time. The market moves quickly and your IR program is expected to keep up. The S&P Capital IQ desktop gives IR professionals the market insight they need to monitor analyst sentiment, track shareholders and benchmark against the competition. Start your day with immediate access to the market intelligence you need to perform at your best. Our new investor relations dashboard provides analytics built upon the IR workflow, including a customizable watch list of your peers, ownership analysis of your company, market charts, top industry news and key developments. Access broker research, models and industry reports in real-time. Easily understand why and when an analyst has been excluded from a consensus estimate. Track specific analysts and trace their estimates back to the underlying research report. Use our historical data to monitor revisions and consensus trends over time.
  • 7
    Asset Class

    Asset Class

    Asset Class

    Zero upfront implementation fees while transforming your client experience. We spread our implementation costs over the term of your contract, so you can deliver the kind of experience your clients deserve today. Rapid deployment is crucial to ensure our clients get value fast. Our in-house project and customer success team ensure that your platform is up and running in weeks, not months. For clients who need a highly custom deployment, we provide consulting and professional services to give you exactly what you need. From custom workflow design to software development, we've got you covered. Easy client onboarding, online data rooms for your funds, streamlined document management, and eSignature, and a feature-rich Investor portal. Move your capital raising online and see your time to raise reduced, your costs reduced and your clients enjoying a world-class experience. Make it easy for your clients to view your offerings and educate themselves with integrated data rooms.
  • 8
    CommonSubDoc

    CommonSubDoc

    Formidium

    Discover the Future of Fund Management and Investor Relations with CommonSubDoc. Our purpose-built, easy-to-use, cloud-based SaaS platform with CRM capabilities is the ultimate solution for fund managers, investment managers, and fund administrators. Why Choose Us? Experience: With years of experience in the financial industry, we understand the unique challenges faced by fund managers and investors. Innovation: We continuously invest in technology to bring you the latest features and ensure you stay ahead in a dynamic market. Security: Your data and investments are our top priority. Our platform employs robust security measures to keep your information safe. Customer Support: Our dedicated support team is available to assist you every step of the way, ensuring a smooth and satisfying user experience.
  • 9
    Flow

    Flow

    Flow

    Flow's open architecture connects investment managers with their limited partners and service providers. It offers integrated solutions for virtual data rooms, investor onboarding, and investor portals, enabling firms to manage limited partner relationships across the entire investment lifecycle. The platform facilitates secure document sharing, simplifies the onboarding process with digital fund subscriptions, and provides a centralized portal for fund reporting and communication. Flow's open-architecture technology and flexible API allow seamless integration with third-party vendors, enhancing operational efficiency. Trusted by over 20,000 LPs and more than 300 private investment firms, Flow aims to deliver a best-in-class LP experience by reducing operational overhead and improving stakeholder engagement. Provide all fund stakeholders with a single source of truth for fund reporting, documentation, and communication.
  • 10
    WealthBlock

    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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