Avestor 2026: Benefits, Features & Pricing

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.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Avestor

5.0

(8)

Pricing

Starting at $600.00 per month

About Avestor

Avestor is a web-based platform that allows fund managers to raise capital through customizable funds and helps streamline the entire capital raising process for private investments.

Fund managers can define a business plan, including investment strategy, fund structure and manager compensation. Avestor ensures that the customizable fund documents meet regulatory requirements. It also assists with investor management, investor experience automation, tax information delivery and more.

Avestor Screenshots

Avestor Pricing and Plans

Starting price: $600.00 per month

Free Trial

Free Version

Scalable Plan

$600.00

usage based, per month

No plan information available

Pro Plan

$1,500.00

usage based, per month

No plan information available

Avestor Features

Popular features found in Investment Management
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
More features of Avestor
Activity Dashboard
Alerts/Notifications
API
Client Portal
Data Import/Export
Document Management
Fee Management
Investments Tracking
Performance Metrics
Portfolio Management
Reporting/Analytics
Tax Management
Visual Analytics

Avestor User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.8

Value for money

4.5

Customer support

5.0

Functionality

4.9

Bobby S.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Reviewed November 2024

Avestor review

Very satisfied with the platform. It allows me to focus on what is important and to serve my investors. The support has been excellent. The platform does what it is intended to do. Constant improvements help me operate the fund in a more manageable manner.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of comprehensive fund management Fully service platform Support Customizable fund Back fill option is very helpful

Cons:

The UI has improved a lot but some items could be slightly better.

Reasons for choosing Avestor

Ease of use, support, customizable fund, professional interface.

Christopher B.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 2 years

Reviewed January 2025

Avestor Platform

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The service responsiveness and flexibility to adapt to capital raisers needs is by far the largest benefit. There are several options out there but having a company that will respond timely and make changes to accommodate your needs is what you need to be successful

Cons:

The platform can be a bit expensive if you are not 100% prepared to bring in capital. However if you can scale it is definitely worth the cost because the value is there. There might be an accounting shortfall depending on how complex your fund is setup.

Reasons for choosing Avestor

Legal Structure on how we wanted to setup our fund. But this was Cashflow Portal

Reasons for switching to Avestor

Support, legal structure, and ease of use. The GUI is much simpler to navigate.

Edwin D E.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 2 years

Reviewed December 2024

AVESTOR - Way Under Priced/To Much Value - IMMEDIATE BUY

Hands down incredible. The knowledge of the fund management industry [sensitive content hidden] have, and the connections to other service providers make whatever cost they place their services at WAY below the true value they offer. In my honest opinion, based on having paid over $50K for fund docs, Form D filings, and entity setup and structures in the past, and NOT receiving ANY of the additional benefits that Avestor does provide, not even mentioning the technology, this should easily be a $75K+ product.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Their community aspect is top notch. There are plenty of software companies for fund managers, but Avestor adds in the immeasurable benefit of having a community where other Fund Managers are able to network, and collaborate

Cons:

They are based on the West Coast... They should consider removing operations to a more business-friendly state like FL!

Nishant S.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 12 months

Reviewed November 2024

Avestor - Empowering My Fund's Growth and Success!

My overall experience with Avestor is a perfect 10/10, and I am genuinely grateful to the entire Avestor team for being such a dedicated partner in our success. They go beyond being just a technology company—they offer top-tier support, both through insightful business advice and robust technical assistance. Their commitment to helping us succeed is evident in every interaction, making them an invaluable asset in our growth journey. Thank you!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that Avestor offers a customizable fund model—it's truly unique and has made it incredibly easy for me to scale my fund. I can add deals daily, and the user interface is excellent, both for me and my investors. The support team, especially [sensitive content hidden], the CEO, is incredibly hands-on, which makes a huge difference. I see Avestor as more than just a service provider; they’re true business partners. Thanks to their support, I’ve grown to over $5 million in AUM with 60+ investors in just one year. It’s not just the technical support; the business support they provide is invaluable. Also they keep improving on technology and adding features based on feedback from fund managers.

Cons:

It's hard for me to point out anything I genuinely dislike about Avestor. If I were to suggest an improvement, perhaps a comprehensive one-hour video tutorial covering all the tools Avestor offers would be helpful for new fund managers. That said, they already provide in-person training, which has been incredibly beneficial. So really, there's nothing I dislike—just a thought for an additional resource that could add even more value.

Melanie M.

Verified reviewer

Investment Management

2-10 employees

Used daily for more than 2 years

Reviewed November 2024

Avestor for president!

Overall I am a happy customer and have been with them since 2021. I know they care about their product and making their customers happy. I have recommended the platform to many of my friends and associates.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that the company is still small and I know all of the founders and many of the employees quite well. They are nimble and can pivot with the market needs. They listen to us and implement features quickly. They have a weekly mastermind where they provide a ton of value through product partnerships and sponsor introductions, as well as personal support.

Cons:

New updates to learn quite often (good overall, but often find myself in a learning curve)

B D.

Verified reviewer

Investment Management

2-10 employees

Used weekly for less than 2 years

Reviewed November 2024

Avestor simply works and a team you can rely on!

Fantastic product and great support team with a strong like-minded members and ecosystem

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Team very supportive and have genuine interest in making their clients successful. Provide not just SAAS but a comprehensive platform and ecosystem around it. Constantly thinking of ways to enable fund managers to be successful by providing marketing experts, other service consultants to help fund managers scale.

Cons:

Little overwhelming in the beginning to learn, but support community and self help site makes it easier. Can get pricey as the AUM grows.

Reasons for choosing Avestor

Simplicity of 1 bank account, 1 tax filing

Nicki V.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 12 months

Reviewed December 2024

Incredible Value

We are very thankful for this platform and networking community. Avestor provides guidance every step of the way as you set up your fund. They provide connections with attorneys, CPAs, systems, etc. It's a lot of work, but Avestor is there to help answer questions along the way.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We like the customizable fund and structure of the platform.

Cons:

They have had growth issues that caused longer communication times.

Michael P.

Verified reviewer

Real Estate

2-10 employees

Used weekly for less than 2 years

Reviewed January 2025

Great Platform

Very positive. Excellent support. Good package of necessary technical services and support. It is excellent for a capital allocator or someone who does a lot of smaller, shorter-term deals.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The owners are very responsive and always willing to go the extra mile to help you succeed.

Cons:

I am finding the cost very high for loan origination.

Showing 1 - 8 of 8 Reviews

See All Reviews