Asset Vantage
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Proceeds Waterfall Analysis
- Collaboration
- Cloud-Based Equity Portal
- Electronic Document Management
- Financial Round Modeling
- Equity Management
Pricing Info
Pricing Info
TruEquity offers a free plan and three enterprise pricing plans.
Founder – Free
- Includes 10 shareholders
- Shares and options management
- Support via forums
Standard – $49/month ($1.20/newly added shareholder)
- Includes 10 shareholders
- Shares and options management
- What-if scenario modeling
- Support via forums and email
- Option expense reporting – $999/year
Premium – $199/month ($2/newly added shareholder)
- Includes 50 shareholders
- Shares and options management
- What-if scenario modeling
- Electronic document management
- Proceeds waterfall analysis
- Support via forums, email, and phone
- Option expense reporting – $1,499/year
Enterprise – by quote
- All Premium plan features
- Customization
Integrations
Integrations
TruEquity supports e-signature through its integration with:
- DocuSign
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Kaltura, Zerto, Carmel Ventures
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
TruEquity is a complete and end-to-end cap table software that accelerates and improves analysis and collaboration in private equity administration.
Company Email
info@truequity.com
Contact No.
Company's Address
TruEquity, LLC
2672 Bayshore Parkway Suite 1055,
Mountain View, CA 94043
USA
TruEquity Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Financial data aggregation
- Portfolio performance
- General ledger
- Document management systems
- Bank feeds
- Market feeds
Pricing Info
Asset Vantage offers three enterprise pricing packages that are dependent on the size and nature of your organization. The cost of each package varies for single-family offices, multi-family offices, and accounting firms. Contact Asset Vantage for a quote on these packages.
A paid trial is available at $499/month.
Integrations
Asset Vantage supports integration with various software and systems. For information, you can get in touch with Asset Vantage.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Asset Vantage is a financial reporting software that seeks to provide support to family offices and trusted wealth custodians.
Company Email
Contact No.
Company's Address
Asset Vantage
One Dock Street Suite 201
Stamford, CT 06902
USA
Asset Vantage Comparisons
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No Accounting Software will be able to solve all the needs of a specific team. Though main functionalities of TruEquity and Asset Vantage are important you should also thoroughly examine the integrations supported by each software. Very often you will already be using some other SaaS software in your company and it’s much better to select apps that integrate well with one another. If you do that you can ensure an effortless transfer of data between your teams and services, which can considerably reduce time spent on migrating between one product and the other.
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