Foundersuite vs Chartsmart

Starting Price

$49.00/month

$600.00/year/user

Best For

entrepreneurs, startups, growth companies, SMBs, investors, startup accelerators, incubators, investment bankers

Our target market is primarily Canadian and U.S. investors. Canadian Investors will find that Chartsmart Screens are more detailed than any other product (ie screen out private placements.)

Rating


4.6 / 5
(90)
Read All Reviews

4.3 / 5
(3)

Ideal number of Users

1 - 99

100-499

Ease of Use


4.6 / 5


  • "Easy to use and helps you stay on top of your fundraising round(s)."

  • "Useful but kinda clunky and overpriced for an early stage startup."


5 / 5


Customer Support


4.8 / 5


  • "Customer support is readily available. Investor reports helps save time."

  • "The customer service is extraodinary and the application is extremely easy to use."


5 / 5


Features & Functionality


4.4 / 5


  • "Search investor feature is very good and helpful to build your pipeline. Easy to keep track who views your deck and any other docs you share."

  • "The ability to find investors and track them in a sales pipeline set-up is the best part of Foundersuite."


4 / 5


Value for Money


4.3 / 5


  • "Brings great organization to fundraising process. Great investor updates in between rounds."

  • "Great platform for organizing all of your investor outreach in one place."


5 / 5


Product Features

  • close Accounting Management
  • close Benchmarking
  • close Bonds / Stocks
  • close Client Management
  • close Client Portal
  • close Commodity Futures
  • close Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • close Risk Management
  • close Accounting Management
  • close Benchmarking
  • check Bonds / Stocks
  • close Client Management
  • close Client Portal
  • close Commodity Futures
  • close Compliance Reporting
  • check Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • close Fund Management
  • close Modeling & Simulation
  • close Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • close Risk Management

Screenshots

View 5 screenshots 101433 thumb
View 5 screenshots 4476 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • close Documentation

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Foundersuite vs Chartsmart

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