Company profile: Cogency Software
1.1 - Company Overview
Company description
- Provider of automated accounting and operations solutions for the alternative investment industry, including portfolio management, partnership and fund accounting, investor prospecting, and contact and investor relations management, with development, deployment, and support services.
Products and services
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Key contacts
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Financial details
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1.2 - Competitors and similar companies to Cogency Software
CoreStreet
HQ: United States
Website
- Description: Provider of credential validation solutions for government and enterprise, offering infrastructure software that enables OCSP-based digital certificate validation and physical access control solutions consisting of server software and handheld devices. Also offers Monitor Insider Trades, a tool to track insider buys and sells on major stock markets with daily updates and no subscription required.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Cunningham Trading Systems
HQ: United States
Website
- Description: Provider of software solutions for trading, charting, analytics, and risk management.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Cunningham Trading Systems company profile →
BrickVest
HQ: United Kingdom
Website
- Description: Provider of an online real estate investment platform connecting investors and deal sponsors to a wide variety of real asset opportunities in a safe, easy and transparent way. Offers Raise for sponsors to source investment and loan offers, Lend for banks and financial institutions to originate and syndicate debt instruments, and a marketplace for professional investors to invest directly or via funds.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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InvestCloud
HQ: United States
Website
- Description: Provider of wealth technology enabling digital transformation for wealth management, serving Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. Solutions include UMA/SMA portfolio management (trade execution, accounting, model management, performance measurement), digital client and advisor experiences, and APL for portfolio management, accounting, and trading.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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CAPinside
HQ: Germany
Website
- Description: Provider of an independent online investor community offering fund search and filtering, tools to search, create and optimize investment portfolios, daily fund and finance news, a service to offer and find financial advisory services, and digital community interaction and event participation.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full CAPinside company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Cogency Software
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Buyer group 2: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████
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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Cogency Software
2.2 - Growth funds investing in similar companies to Cogency Software
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4 - Top valuation comps for Cogency Software
4.2 - Public trading comparable groups for Cogency Software
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