Product Details

Turnkey solution for exempt market issuers to manage their investors, documents, filings and key statistics.

Contact Details

Passiosoft

https://passiosoft.com

Founded in 2015

Located in Canada

No Media

Starting Price

  • Not provided by vendor

Free Demo

  • Yes

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours

Private Capital Fund Management Features

CRM
Cap Table Management
Deal Management
Document Storage
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management

Private Capital Fund Management Reviews

Showing 1 review
Overall
4/5
Ease of Use
4/5
Customer Service
5/5
Kathy M.
Manager, Client Services
Health, Wellness and Fitness, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
November 1, 2019

“Passiosoft Review”

ProsKeeps all our client information in one spot, including pertinent documentation backup. Our Investors and DR's have some access to Passiosoft, which then reduces emails directly to our Client Services. We have also requested custom applications and Passiosoft has provided prompt support to assist us with these solutions.
ConsInitially some of the standard report templates did not meet our reporting requirements; however, this was overcome by creating customized reports that were better suited for our needs.
Reviewer Source 
Source: Capterra
November 1, 2019