Totem VC

Totem VC

Designed specifically for investment firms, Totem VC transforms fund management with its innovative operating system. It seamlessly integrates with back-office systems, automates data collection, and centralizes deal pipelines. Users can efficiently generate custom LP reports and leverage their network for enhanced deal sourcing and fundraising, streamlining operations and optimizing performance.

Top Totem VC Alternatives

1

FINTRX Platform

The FINTRX Platform equips financial professionals to navigate the intricate landscape of Family Offices and Investment Advisors.

By: Cap Hedge Ventures From United States
2

Forex Tester

Forex Tester is a cutting-edge investment management software designed for serious traders.

By: Forex Tester From United States
3

Complex Interests

Managing a legacy of wealth, the family navigates a diverse portfolio of operating businesses and commercial real estate, ensuring stability and growth across generations.

By: Complex Interests From United States
4

Charles River IMS

Investment and wealth managers, along with asset owners and insurers in over 30 countries, trust this software to oversee more than USD $60 trillion in assets.

By: Charles River From United States
5

Ledgex

Ledgex Pro revolutionizes family office management by streamlining complex investment data with a user-friendly platform.

By: Ledgex From United States
6

AIM

Empowering firms to excel in capital raising and investor relations, AIM offers a seamless Salesforce experience tailored for dealmakers.

By: Altvia Solutions From United States
7

TradeLog

With options for both DIY and turnkey services, it alleviates the tax burden, allowing active...

By: Cogenta Computing From United States
8

VestmarkONE

It enables the creation of personalized investment strategies, supports efficient tax management, and allows for...

By: Vestmark From United States
9

PAM

It seamlessly integrates transaction and cash management, reporting, and valuation, allowing users to customize accounting...

By: State Street From United States
10

PriceMetrix

Users gain critical insights into best practices, enhancing productivity and client experiences while effectively identifying...

By: McKinsey & Company From United States
11

Captools net

Utilizing a client/server architecture with MS-Windows web-server and SQL database technologies, it streamlines portfolio management...

By: Captools From United States
12

Nasdaq eVestment

By offering insights into both public and private markets, it facilitates informed decision-making and effective...

By: Nasdaq From United States
13

Tribevest

With tools for entity formation, cap table management, and distribution processes, users can streamline their...

By: Tribevest From United States
14

Aladdin by BlackRock

It seamlessly integrates public and private asset data, providing insights across diverse strategies and geographies...

By: BlackRock From United States
15

AlphaSense

Its AI-driven platform enables users to efficiently analyze company filings, expert calls, and market trends...

By: AlphaSense From United States