--- title: "Sourcescrub Software Reviews, Demo & Pricing - 2026" description: "Review of Sourcescrub Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/investment-management/sourcescrub-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Market Research Software](https://www.softwareadvice.com/market-research/) / Sourcescrub Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/investment-management/sourcescrub-profile/reviews/)[Alternatives](https://www.softwareadvice.com/investment-management/sourcescrub-profile/alternatives/) # Sourcescrub Review Wondering if Sourcescrub is right for your organization? Our Market Research Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Sourcescrub 4.8 [(20)](https://www.softwareadvice.com/investment-management/sourcescrub-profile/reviews/) Pricing Pricing available upon request ### About Sourcescrub SourceScrub is an investment management software designed to help businesses analyze key metrics including the number of employees, leadership team members and website traffic to connect with privately held companies. The platform enables administrators to capture the contact information of relevant personnel and receive alerts on events and announcements related to prospects. Managers can gain insights into buyer’s guides, investor portfolios, conference lists and other data dimensions to find similar organizations. SourceScrub allows teams to group and organize prospects based on sectors, portfolios and competitors using the tagging functionality. Additionally, operators can filter and map competitors according to verticals, growth rates and sizes. SourceScrub offers an application programming interface (API), which lets businesses integrate the system with several third-party applications including Salesforce, Sugar CRM, DealCloud and Affinity. Pricing is available on request and support is extended via guides and webinars. Wondering if Sourcescrub is right for your organization? Our Market Research Software selection experts can help you in 15 minutes or less. ## Sourcescrub User Interface ## Popular Sourcescrub Alternatives Main Product Sourcescrub 4.8 [(20)](https://www.softwareadvice.com/investment-management/sourcescrub-profile/reviews/) Ratings Breakdown - 4.60Ease of use - 4.19Value for money - 4.88Customer support - 4.55Functionality Pricing Available upon request Get Price Alternative Product [Morningstar Direct](https://www.softwareadvice.com/product/526658-Morningstar-Direct/) 4.1 [(278)](https://www.softwareadvice.com/product/526658-Morningstar-Direct/reviews/) Ratings Breakdown - 3.65Ease of use - 3.82Value for money - 4.14Customer support - 4.21Functionality Pricing Available upon request Get Price Alternative Product [Human Interest](https://www.softwareadvice.com/investment-management/human-interest-profile/) 4.0 [(36)](https://www.softwareadvice.com/investment-management/human-interest-profile/#reviews) Ratings Breakdown - 4.14Ease of use - 3.81Value for money - 3.81Customer support - 3.97Functionality Pricing Starting at $80.00 per month Get Price Alternative Product [Direct Advisory Suite](https://www.softwareadvice.com/product/119101-Direct-Advisory-Suite/) 4.1 [(21)](https://www.softwareadvice.com/product/119101-Direct-Advisory-Suite/#reviews) Ratings Breakdown - 3.71Ease of use - 3.71Value for money - 4.05Customer support - 4.05Functionality Pricing Available upon request Get Price Alternative Product [Avestor](https://www.softwareadvice.com/product/523559-Avestor/) 5.0 [(9)](https://www.softwareadvice.com/product/523559-Avestor/reviews/) Ratings Breakdown - 4.78Ease of use - 4.56Value for money - 5.0Customer support - 4.89Functionality Pricing Starting at $600.00 per month Get Price Alternative Product [DealCheck](https://www.softwareadvice.com/investment-management/dealcheck-profile/) 4.8 [(39)](https://www.softwareadvice.com/investment-management/dealcheck-profile/reviews/) Ratings Breakdown - 4.77Ease of use - 4.78Value for money - 4.52Customer support - 4.77Functionality Pricing Available upon request Get Price ## Sourcescrub Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Sourcescrub Features - Popular features found in Market Research Benchmarking Customizable Templates Data Import/Export Data Visualization Panel Management Question Branching Reporting & Statistics Statistical Analysis Survey/Poll Management - More features of Sourcescrub Activity Dashboard Activity Tracking Alerts/Notifications API Client Management Client Portal Customizable Fields Email Reminders Financial Analysis For Investment Advisors For Investors & Traders Fund Management Investments Tracking Monitoring Portfolio Management Real-Time Reporting Reminders Search/Filter Third-Party Integrations Trend Analysis ## Sourcescrub Integrations Affinity Payroll Integration rated undefined from -1 review DealCloud Integration rated undefined from -1 review ## Sourcescrub User Reviews ## Sourcescrub customer ratings - Overall rating: 4.8/5 - Total reviews: 20 ### Rating distribution - 5 stars: 15 reviews (75%) - 4 stars: 5 reviews (25%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.6/5 - Value for money: 4.2/5 - Customer support: 4.9/5 - Functionality: 4.5/5 --- ### Best tool for identifying potential investment opportunities - Overall rating: 5/5 - Reviewer: Sean K. - Verified reviewer: Yes - Industry: Venture Capital & Private Equity - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: April 2021 - Review source details: This review was submitted organically. No incentive was offered SourceScrub has allowed my firm to take a more efficient approach to identify and contact leading companies that appear to be attractive investment opportunities based on company data and information available on the platform. Successfully leveraged the platform to identify and establish contact with a company that we ultimately invested in ~6 months after initial point of contact. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The best platform available for company and executive contact research/identification with highly reliable and accurate data that integrates with leading CRM platforms. #### Cons Not the cheapest game in town, but worth the investment if using on a regular basis. --- ### Easy to use, efficient product - Overall rating: 5/5 - Reviewer: Gabe S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Very positive, endless database of companies #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Better than any other tool out there for sourcing bootstrapped businesses #### Cons Can appear to have a clunky, dated UI/UX; sometimes data is off primarily given pulls from other sites #### Reasons for choosing Sourcescrub we used datafox but churned off of it to use sourcescrub --- ### Essential tool for increasing proprietary dealflow - Overall rating: 4/5 - Reviewer: Samuel P. - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros SS aggregates and organizes key data points about prospective investments for us to comb through. The volume and quality of this information is high quality and hard to find using alternatives. #### Cons Some of the UI is a little outdated, however I contacted support about a couple changes I'd like to see implemented and they took the feedback and changed some things. Great to see they are in-touch with their users. --- ### Source Scrub: Easy to use, wealth of information - Overall rating: 5/5 - Reviewer: Michelle K. - Verified reviewer: Yes - Industry: Capital Markets - Company size: 2-10 employees - Product usage: Used weekly for less than 2 years - Reviewed: September 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. The SS platform is user friendly and chalk full of valuable data and information. Customer service with our account reps has been great. They worked with me as I was launching my business to ensure I had the resources I needed without going over budget. I absolutely recommend SS for a valuable user experience. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The boolean search feature, along with list saving and tagging are all great functionalities that create an efficient process. #### Cons We still receive a lot of bounced emails. SS makes the process fairly simply in getting these corrected, but it requires revisiting the same contacts a second time. #### Reasons for choosing Sourcescrub Easy of extracting data and managing tags/saving lists. #### Reasons for switching to Sourcescrub The ease of source scrub within my business processes, availability of linkedin url's, the boolean search terms and ease of requesting corrected email addresses. --- ### Great Product, Great Team - Overall rating: 5/5 - Reviewer: Patrick G. - Verified reviewer: Yes - Industry: Venture Capital & Private Equity - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Efficiency gains. Saved a ton of time for my team while they were prospecting. #### Cons Nothing current. Very satisfied with the product. They have been very receptive to feedback over the years. #### Reasons for choosing Sourcescrub Better data, better quality, better support --- ### SourceScrub Review - Overall rating: 5/5 - Reviewer: Sabrina W. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: April 2021 - Review source details: This review was submitted organically. No incentive was offered Sourcescrub has been very useful to our firm for sourcing new deal opportunities and doing thematic sourcing work. The team is also amazing - always very responsive and there to help work around all your needs. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Great tool for sourcing new companies and finding available data. Also data plugs directly into CRM, which makes it easy to figure out what private data you have on the company, if you've met them, etc. Plug in feature to your web browser is also really helpful to easily understand data points on the company. #### Cons Would be useful if you could integrate the software directly into email, so you can update and view companies while you are in your email directly. I think a few other providers have this function. --- ### Great for Sourcing - Overall rating: 5/5 - Reviewer: Meghan M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 1001-5000 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I've become more efficient with using SourceScrub for sourcing efforts, especially in outbound emails and conference scrubbing. I use it alongside other similar tools so I don't utilize the full product functionality, but I find it very complementary. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 5/5 #### Pros SourceScrub is a great tool for sourcing, it's a one stop shop for company overviews, investment history, growth, and finding company contact information. I find that the information is reliable, thorough, and up to date. #### Cons I find the search tool to be non-intuitive and tricky, I wish it was easier to look up companies without having to constantly refresh --- ### SourceScrub Review - Overall rating: 4/5 - Reviewer: Connor M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2021 - Review source details: This review was submitted organically. No incentive was offered Overall it is much easier to source potential investments and screen them quickly. Automates what used to be very manual process (i.e. excel spreadsheets, crunchbase, checking Linkedin, etc.). Would definitely recommend to anyone in growth equity / venture capital #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Easy to track companies and manage a pipeline for potential investments. Chrome add-in is great; you click the sidebar and you get information on the size of company, investors, number of employees, brief description, etc. #### Cons Search function in-app can be difficult because you need the exact legal / incorporation name to find the company you are searching for. Much easier to enter the URL and use the chrome add-in --- ### Elegant and Time-Saving Solution - Overall rating: 5/5 - Reviewer: Artie N. - Verified reviewer: Yes - Industry: Investment Banking - Company size: 10000+ employees - Product usage: Used daily for less than 12 months - Reviewed: April 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Browser integration enables user to very easily to see key info about a company when on their website - including overview, key personnel and contact information, investments, and which "source lists" the company was found. These "source lists" also make it much easier to build out landscapes, identify peers, and generally conduct market research. #### Cons Depth and reliability of information available for private companies is generally pretty good, but this is the key area I would like to see improved. --- ### Sourcescrub - Different from other M&A databases - Overall rating: 5/5 - Reviewer: Selby G. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall, great experience and certainly different from all the other M&A databases. If conferences are a key focus for your firm, I would recommend. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros CRM enrichment, conference attendee lists, and lead sourcing. #### Cons UI is not as intuitive as I'd like. Sometimes conferences aren't available until a couple weeks out. --- Showing 1 - 10 of 20 Reviews [See All Reviews](https://www.softwareadvice.com/investment-management/sourcescrub-profile/reviews/) ## Sourcescrub Popular Comparisons [Morningstar Direct vs Sourcescrub](https://www.softwareadvice.com/compare/192106-sourcescrub/vs/526658-Morningstar-Direct/) [Compare All Alternatives](https://www.softwareadvice.com/investment-management/sourcescrub-profile/alternatives/) ## Other Top Recommended Market Research Software [SurveyMonkey](https://www.softwareadvice.com/customer-satisfaction/surveymonkey-profile/) **4.6** (10506) Recently recommended **0** times [Jotform](https://www.softwareadvice.com/market-research/jotform-profile/) **4.7** (2924) Recently recommended **0** times [Semrush](https://www.softwareadvice.com/marketing/semrush-profile/) **4.6** (2326) Recently recommended **0** times [Typeform](https://www.softwareadvice.com/hr/typeform-profile/) **4.7** (979) Recently recommended **0** times Stuck Between Options? 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