--- title: "Edda Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Edda Software - reviews, pricing plans, popular comparisons to other Equity Management products and more." source_url: "https://www.capterra.com/p/187533/Edda/" page_type: "product" language: "en" --- # Edda 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)[Reviews](#reviews) Edda ## What is Edda? Edda (formerly Kushim) is the most advanced platform for VC/PE investors. Our design-driven solution provides collaborative, flexible tools to manage your deal flow, portfolio, and network all in one place. Built by investors for investors, Edda’s features are specifically tailored to address VC/PE needs in due diligence, fund performance, LP relationships, and more. Edda provides a collaborative workspace and single source of truth for all stakeholders. Manage deals from your inbox, evaluate companies with your team worldwide, automate data entry, effortlessly chase down metrics from portfolio companies, and generate valuation reports with a few intuitive clicks. Over 140 investment firms manage $135B+ in assets on Edda, and growing. Edda is the trusted platform for renowned funds like FJ Labs, Bpifrance, and SG Innovate. ## What is Edda used for? [Equity Management](https://www.capterra.com/equity-management-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial available 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 Edda?[Manage this product listing](https://www.g2.com/products/edda/claim_requests/new?auto=true) ## Edda Overview Updated September 2026 AI summary Edda is a cloud-based investment management solution for organizations of all sizes seeking to manage client relationships, portfolios, and investment workflows. It offers tools for investment tracking, performance metrics, reporting, and portfolio management, with optional features like collaboration, document management, API access, and third-party integrations. Edda also supports customizable reports and fund management for investment teams. ## 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. ### Edda 4.8 (4) VS. [### Dynamo Software](https://www.capterra.com/p/67068/Dynamo/) [4.6 (34)](https://www.capterra.com/p/67068/Dynamo/reviews/) Starting Price Contact vendor Starting Price $1 Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (4) Ease Of Use 4.4 (34) Value For Money 4.8 (4) Value For Money 4.6 (32) Customer Service 5.0 (4) Customer Service 4.7 (32) ## Edda alternatives [Backstop](https://www.capterra.com/p/169054/Backstop/) [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting price $3000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/169054/Backstop/) [Altvia](https://www.capterra.com/p/128748/AIM/) [4.8 (11)](https://www.capterra.com/p/128748/AIM/reviews/) Starting price $1800.00 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/128748/AIM/) Highest Rated [Allvue](https://www.capterra.com/p/122634/Allvue-Systems/) [5.0 (1)](https://www.capterra.com/p/122634/Allvue-Systems/#reviews) Starting price $1.00 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/122634/Allvue-Systems/) [PackHedge](https://www.capterra.com/p/164389/PackHedge/) [4.9 (11)](https://www.capterra.com/p/164389/PackHedge/reviews/) Starting price $5000.00 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/164389/PackHedge/) ## FAQs about Edda Overview ### What company size and specific industries is Edda built for? Edda is designed for private markets investors, including firms in private equity, venture capital, and related investment groups. It suits small to large investment teams that need one place to manage deal flow, portfolio activity, and professional networks. Features and Usability ### What are the key features of Edda? Edda offers portfolio management, fund management, cap table management, and valuation management for investment and financial workflows. It also includes CRM, client management, deal management, and pipeline management, plus reporting and analytics, document storage, task management, alerts/notifications, role-based permissions, and third-party integrations. Integrations ### Which third-party tools and platforms does Edda integrate with? Edda integrates with 10 third-party tools, including communication and productivity platforms such as Slack, Microsoft Teams, Gmail, and Microsoft Outlook, plus data and workflow services like Dropbox, Typeform, Zapier, Crunchbase, Dealroom, and PitchBook. Getting Started and Support ### What training and onboarding options does Edda offer? Edda provides live online sessions, webinars, and documentation to help teams get started. Live online sessions and webinars support guided instruction and product walkthroughs, while documentation offers written reference material for self-paced review of setup steps and features. Getting Started and Support ### What customer support options does Edda offer? Edda offers email/help desk support, a knowledge base, and chat. These channels give users direct contact for issues, self-service help for common questions, and quicker back-and-forth through chat. No reviewer feedback is available to describe response speed, helpfulness, or common support frustrations. ## Features AI summary Based on 877 Equity Management reviews Capterra data shows that buyers of investment management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Edda supports all three features that reviewers rate most highly: **Performance Metrics**, **Reporting/Analytics**, and **Investments Tracking**. Together, these capabilities give teams a clear view of portfolio results, make it easier to review trends and outcomes, and help businesses monitor holdings more accurately, allowing teams to make informed investment decisions with greater confidence. Performance Metrics 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Investments Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Monitor capital allocation and asset prices over time Portfolio Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Data Import/Export 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Alerts/Notifications 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Fund Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage allocation and performance of financial assets Edda 45 features ### All Features - Activity Tracking: Track and document all activities across devices, networks, and other systems - 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 - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Cap Table Management: Breakdown of all equity of the shareholders of a company - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Fee Management: Track collected or paid charges for services performed or access granted - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Investment Advisors: Used by financial advisors and money managers - Forecasting: Form predictions based on past and present data/trends - Fund Management: Manage allocation and performance of financial assets - Interaction Tracking: Track interaction history by documenting conversations for contacts - Investments Tracking: Monitor capital allocation and asset prices over time - Investor Reporting: Compile and report on all investor activities - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Mobile Access: Access software remotely via mobile devices - Multi-Currency: Manage and handle various international currencies - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - 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 - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Valuation Management: Assessment technique to estimate the current worth of an asset or company - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (4) 4.5 Based on 4 reviews ## Pricing Value for money 4.8 (4) ### Starting price Free trial available Value for money 4.8 (4) 4.8 Based on 4 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Typeform](https://www.capterra.com/p/137289/Typeform/)[ PitchBook](https://www.capterra.com/p/202323/PitchBook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (4) 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 Customer Service 5.0 (4) 5.0 Based on 4 reviews ## User reviews Overall rating 4.8 Based on 4 reviews Filter by rating 5(3) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AF Alexander F. Director Venture Capital & Private Equity ### "Plug and play VC portfolio management solution" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 24, 2021 Great team, responsive customer service. Pros The ease of initial setup and use. The presentation of the data and aggregation of reporting and processing information. Cons It cannot yet connect with my other systems. Reasons for choosing Edda The team has a clear vision on the roadmap for the product and I know that if it doesn't meet a need of mine now, it will. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User CEO Investment Management ### "Stop looking around and select the best platform" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 19, 2021 Amazing support and great interface, a lot of manual processes were removed Pros True integration from CRM, deal stage gate processing, and data room management Nice task management functions and investment committee support Central repository of all investments and excellent analytics Portfolio companies metrics well integrated Cons Pricey for small funds Limited exports functions of custom fields LP portal is very basic Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Investor Venture Capital & Private Equity ### "Great suite for venture managers" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 19, 2021 Pros Single source of truth when it comes to dealflow and portfolio data. Cons Some portion of the data input is quite manual. Ideally we'd like to have something more automated / integrated with our portfolio companies. Alternatives considered [iLEVEL](https://www.capterra.com/p/127624/iLEVEL/) Reasons for choosing Edda Price + Intuitive UI. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TC Tristan C. Investor Investment Management ### "Excellent Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 16, 2021 Pros 1st - The user experience : The Kushim's interface is easy to use and I can easily find every information that I need to monitor my investment. 2nd - The support and the customer service : Kushim's team is really responsive and always give some good advices and recommandations. They really help me to structure my investment process and to import my data during the onboarding. Really helpful. 3rd - The integrations : Kushim provide a large choice of integrations, with Gmail, Crunchbase, Pitchbook, Dropbox etc... All integration are natives and it's really easy to connect services. I definitely recommend the service! Cons I would love to be able to manage my accounting also on Kushim, but the module is not ready yet. So I need to use an other service for my accounting. I can't wait to see this module ready! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## 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.