CompTrak vs Upstock

Starting Price

Not provided by vendor Not provided by vendor

Best For

Financial Services, Insurance, Asset Management, Energy, Oil and Gas, Retail, Hospitality and any publicly traded entity.

Not provided by vendor

Ideal number of Users

1 - 499

Not provided by vendor

Rating


5 / 5
(7)
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(0)

Ease of Use


5 / 5

Customer Support


5 / 5

Features & Functionality


4.7 / 5

Value for Money


4.8 / 5

Product Features

  • Cap Table Management
  • CRM
  • Deal Management
  • Document Storage
  • Financial Modeling
  • Options Management
  • Participant Portal
  • Portfolio Management
  • Private Equity
  • Public Equity
  • Valuation Management
  • Vesting Management
Not provided by vendor

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
Not provided by vendor

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CompTrak vs Upstock

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