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Top 2 Investor Reporting Software Companies With $1M–$5M Revenue (November 2026)

As of November 2026, Latka tracks 2 investor reporting software companies with $1M–$5M in annual revenue. They have combined revenues of $5.9M and employ 41 people.

Every company below sells investor reporting software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.

Companies
2
Revenue
$5.9M
Funding
-
Employees
41

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Sorting: Highest -> Lowest

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Top Investor Reporting Software Companies With $1M–$5M Revenue

Showing 2 of 2 companies ranked by annual revenue.

1Daphne logo
Daphne

New York, New York, United States

Daphne is an AI powered data and collaboration platform for private markets that liberates fundraising and IR teams from manual work.

Revenue
$4.3M
Team size
20
2instinct studios logo
instinct studios

London, England, United Kingdom

Provider of fintech innovation & design services to simplify the world of financial services across web, mobile and touch-enabled devices. The company's platform transforms the way investment companies communicate product information to private investors, financial professionals and institutional investors by allowing customers to access 24/7 information about a fund in an engaging and interactive way across web, mobile and touch-enable devices, enabling financial service companies to deliver transformational digital change and win and retain more businesses.

Revenue
$1.6M
Year founded
2005
Team size
21

Frequently asked questions about Investor Reporting Software Companies With $1M–$5M Revenue

How many investor reporting software companies with $1M–$5M in annual revenue are there?

Latka tracks 2 investor reporting software companies with $1M–$5M in annual revenue. Together they generate $5.9M in annual revenue and employ 41 people.

Which investor reporting software company with $1M–$5M in annual revenue is the largest?

Daphne is the largest, with $4.3M in annual revenue.

How much revenue does a typical investor reporting software company with $1M–$5M in annual revenue make?

The average investor reporting software company in this list makes $2.9M a year, across 2 companies with reported revenue.

Who are the leading Investor Reporting software vendors with $1M–$5M in annual revenue?

Ranked by annual revenue, the leaders are Daphne and instinct studios.

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