--- title: "RockVault Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about RockVault Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/10039116/RockVault/" page_type: "product" language: "en" --- # RockVault Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) RockVault ## What is RockVault? Rock Vault is a private equity and real estate investment management platform that integrates modules for the investment lifecycle, from deal sourcing to investor reporting. The software features financial modeling with 18 asset-specific templates, sensitivity analysis, and AI-powered deal scoring. The deal pipeline tracks opportunities with Kanban boards and automated workflows. Portfolio analytics provide real-time insights into NAV, IRR, MOIC, and other metrics. Rock Vault automates capital calls, distributions, and waterfall calculations. A branded investor portal offers secure LP access to statements and performance data. A secure data room with granular permissions and audit trails manages documents for deals and funds. The platform supports multi-currency modeling and reporting in USD, CAD, GBP, EUR, AED, and NZD. Rock Vault consolidates core investment management functions into a single platform. ## What is RockVault used for? [Equity Management](https://www.capterra.com/equity-management-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CA$299 Other, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for RockVault?[Manage this product listing](https://www.g2.com/products/rockvault/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### RockVault 0.0 VS. [4.7 (9)](https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/reviews/) Starting Price CA$299 Other, Per Month Starting Price $3 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.8 (45) Value For Money 0.0 (0) Value For Money 4.8 (43) Customer Service 0.0 (0) Customer Service 4.8 (45) ## RockVault alternatives [Qapita](https://www.capterra.com/p/10052264/Qapita/) [4.7 (45)](https://www.capterra.com/p/10052264/Qapita/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10052264/Qapita/) [Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236476/Certent-Equity-Management/) Highest Rated [Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (109)](https://www.capterra.com/p/207791/Vestd/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207791/Vestd/) [Eqvista](https://www.capterra.com/p/184325/Eqvista/) [4.9 (31)](https://www.capterra.com/p/184325/Eqvista/reviews/) Starting price $2.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184325/Eqvista/) ## FAQs about RockVault Overview ### What company size and specific industries is RockVault built for? RockVault is designed for private equity firms, real estate investment firms, venture capital firms, fund-of-funds managers, private credit investors, and institutional investment firms. It is aimed at organizations in the investment and asset management sector rather than general small business users. Features and Usability ### What are the key features of RockVault? RockVault offers API access, alerts and notifications, and an audit trail for activity tracking. Core financial features include cap table management, financial modeling, scenario planning, and multi-currency support. It also includes investor reporting, portfolio management, and private equity tools for managing ownership and investment data. Pricing ### How much does it cost and what fees or limitations are included? RockVault offers a CA$299 Starter plan per month for 5 seats, plus a CA$999 Growth plan per month for 15 seats and CA$60 for each extra seat. A free version and free trial are available. Starter includes 25 GB storage and up to 50 LPs; Growth adds 250 GB storage, unlimited AI calls, and 3 API integrations. Integrations ### Which third-party tools and platforms does RockVault integrate with? RockVault integrates with Docusign, Dropbox, and QuickBooks Online for document signing, file storage, and accounting workflows. These catalog integrations connect RockVault to core business tools used for contracts, shared files, and financial tracking. Getting Started and Support ### What training and onboarding options does RockVault offer? RockVault provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide self-paced learning for setup and feature review. Getting Started and Support ### What customer support options does RockVault offer? RockVault provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Support coverage is broad across these channels, but no reviewer feedback is available here to describe response times, helpfulness, or common frustrations with the support experience. ## Features AI summary Based on 314 Hedge Fund reviews Capterra reviewers highlight these as the equity management features buyers focus on most: - **Vesting Management** (**49%** of reviewers rated this feature as critical) - **Client Portal** (**48%**) - **Reporting & Statistics** (**45%**) RockVault focuses on other equity management capabilities that reviewers also rate highly, including **Cap Table Management** (**51%**). This feature helps businesses keep ownership records organized, track dilution and stakeholder equity positions, and make informed decisions with a clearer view of company structure. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Cap Table Management Breakdown of all equity of the shareholders of a company Financial Modeling Decision-making process using businesses past, present and forecasted future operations. Investor Reporting Compile and report on all investor activities RockVault 10 features ### All Features - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Cap Table Management: Breakdown of all equity of the shareholders of a company - Financial Modeling: Decision-making process using businesses past, present and forecasted future operations. - Investor Reporting: Compile and report on all investor activities - Multi-Currency: Manage and handle various international currencies - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Private Equity: Shares and stocks owned by individuals in a company that is not trading publicly in the stock market - Scenario Planning: Develop potential scenarios to identify risks and opportunities --- ## Pricing Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10039116/RockVault/pricing/) Starter CA$299.00 Other,Per Month It includes: - Up to 50 LPs - Unlimited funds deals & assets - 25 GB storage Growth CA$999.00 Other,Per Month It includes: - 250 GB storage Unlimited AI calls 3 API integrations - Unlimited AI calls - 3 API integrations ## Integrations [ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.