1
Juniper Square
San Francisco, California, United States
real estate investment management software platform
- Revenue
- $139.8M
- Customers
- 150
- Year founded
- 2014
- Funding
- $238M
- Team size
- 816
- Growth
- 29.16%
Top 3 Investor Reporting Software SaaS Companies in May 2026
As of May 2026, there are 3 SaaS companies in Investor Reporting Software. They have combined revenues of $154.3M and employ 1K people. They have raised $238M and serve 150 customers combined.
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Top Investor Reporting Software Companies
Showing 10 of 3 companies ranked by annual revenue.
2
Canoe
New York, New York, United States
Developer of data management software designed to streamline investment document management and data extraction. The company's software leverages artificial intelligence (AI) and machine learning technology to identify, categorize and store investment data, thereby eliminating latency and providing a better way to manage the documents and data associated with alternative investments, enabling users to minimize manual data entry into reporting and accounting systems.
- Revenue
- $14M
- Customers
- -
- Year founded
- 2017
- Funding
- -
- Team size
- 180
- Growth
- 65.7%
3
First Rate Vantage (Part of First Rate)
Arlington, Texas, United States
First Rate Vantage, a division of First Rate, Inc, is positioned to meet the unique needs of GPs and LPs alike. Clients around the world trust us to deliver a reliable investor experience, powerful partnership and portfolio accounting tools, streamlined fundraising, investor reporting, cap table management, and more. Navigating the complexities of managing a fund is challenging enough without the additional constraints of outdated or siloed systems. Our tailored solutions provide fund managers with the tools they require to operate their funds with confidence. For additional information, visit vantage-software.com.
- Revenue
- $550K
- Customers
- -
- Year founded
- 1999
- Funding
- -
- Team size
- 5
- Growth
- -