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.


LongDescription

For Investors & Traders

Financial Analysis

Portfolio Management

Risk Assessment

Data Import/Export

Self Service Portal

Contact Management

For Investment Advisors

Client Portal

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Data Visualization

Investments Tracking

Real Time Reporting

Reporting/Analytics

Fund Management

Client Management

Activity Tracking

Customizable Fields

Benchmarking

Email Reminders

Workflow Management

Reminders

Monitoring

Trend Analysis

Third Party Integrations

Search/Filter

Please contact SourceScrub directly for pricing details.

Email/Help Desk

Knowledge Base

Self-Employed

2-10

11-50

51-200

201-500

Sourcescrub

In Person

Live Online

Webinars

Documentation

Videos

Sourcescrub Alternatives

Top 2 Alternatives

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DealCloud

DealCloud