AIRR
A single dashboard for people who manage other people's money — venture capital and private equity firms — that pulls deal pipeline, portfolio value, investor paperwork, and accounting into one place instead of five different spreadsheets and tools.
🔗 Visit AIRR
Description
Investment firms typically juggle a deal-tracking spreadsheet, a separate portfolio valuation model, investor onboarding paperwork, and accounting software that don't talk to each other, which makes it easy for something — a KYC document, a valuation update — to fall through the cracks. AIRR works like a single filing cabinet and calculator combined for an investment team: it holds the deal pipeline, calculates real-time portfolio value, tracks investor onboarding and compliance checks, and consolidates the accounting, all in one connected workspace instead of scattered tools.
Concretely, it covers pipeline and deal tracking, real-time portfolio valuation and NAV calculation, KPI dashboards, automated investor onboarding with KYC, document storage, financial and investor reporting, accounting consolidation, an API for custom integrations, and mobile apps for iOS and Android with 18+ third-party integrations (Pipedrive, Salesforce, Xero, PowerBI, Qlik, Docusign). Pricing isn't publicly listed, but a free trial is available to evaluate the platform.
💬 Our review
The short version: consolidating deal pipeline, valuation, and compliance into one system is a real operational win for a small-to-mid investment team currently stitching together spreadsheets and separate tools, but you'll need to request pricing before knowing if it fits your budget.
Against Carta, which is dominant for cap table and equity management specifically, or Affinity, which leads on relationship-intelligence for deal sourcing, AIRR's pitch is closer to "do everything in one place" — pipeline, valuation, compliance, and accounting together — rather than being best-in-class at any single piece. That's the classic all-in-one trade-off: real convenience if your firm doesn't want to manage integrations between five specialized tools, but potentially less depth in any one function than a dedicated point solution like DealCloud (deal flow) or a specialized valuation tool would offer. Undisclosed pricing means you can't comparison-shop against Carta or Affinity's published rates without going through a sales conversation first, which is worth factoring into how much time you spend evaluating it versus alternatives with transparent pricing.
📊 Global score
🤖 AI-enriched data
Prix non publié publiquement ; nécessite un contact commercial. Essai gratuit disponible pour évaluer la plateforme.
Pros
Pipeline + valorisation + conformité + comptabilité en un seul outil
Valorisation de portefeuille en temps réel
Onboarding investisseur et KYC automatisés
18+ intégrations + API
Cons
Prix non public, nécessite un contact commercial
Approche tout-en-un potentiellement moins pointue que des solutions spécialisées
Marché de niche, peu d'avis publics comparatifs
Migration depuis des outils existants = effort réel