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Stock Portfolio Management Software
Derivatas reviews and summary
Derivatas is a specialized software suite for portfolio valuations, portfolio analysis, deal analysis, and scenario planning, primarily serving venture capital (VC) and private equity (PE) funds. It enables funds to conduct in-house 409A valuations for startups and full portfolio valuations with greater control and cost efficiency. The platform features powerful modeling tools for waterfall analysis, investment return projections, and sensitivity testing under various economic scenarios. As a long-time leader in valuation services and a proud partner of the National Venture Capital Association (NVCA), Derivatas combines deep industry expertise with user-friendly software... This software is designed for VC and PE fund managers, valuation professional...
Best for
This software is designed for VC and PE fund managers, valuation professionals, CFOs at portfolio companies, and fund administrators who require robust, self-service tools for complex portfolio valuation and investment analysis.
Starting price
Pricing not listed
Category
Stock Portfolio Management Software
Vendor
Derivatas
Key takeaways
Our verdict
Our verdict is that Derivatas is a top-tier, specialized valuation platform for the private markets. Its combination of powerful features, industry credibility, and cost-saving licensing model makes it an exceptional choice for funds seeking to bring valuation capabilities in-house.
Quick facts
Derivatas at a glance
Starting price
Pricing not listed
Vendor
Derivatas
Location
United States
Category
Stock Portfolio Management Software
Ratings
Derivatas ratings
There is not enough rating data for this software yet. Rating details will appear when reviews or reliable aggregate rating data are available.
Decision notes
Derivatas pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
Buyer fit
Who uses Derivatas?
This software is designed for VC and PE fund managers, valuation professionals, CFOs at portfolio companies, and fund administrators who require robust, self-service tools for complex portfolio valuation and investment analysis.
Feature research
Derivatas features
These are common features buyers compare in Stock Portfolio Management Software. Product-specific availability should be confirmed with the vendor.
System Notifications
In-system alerts and automated notifications to keep users informed of updates.
Customer Relationship Administration
Organize and streamline communication and relationships with existing clients.
Fiscal Performance Analysis
Assesses financial data, including units, projects, and budgets, to determine performance and inherent risk.
Investment Advisor Tools
Designed for use by financial advisors and professional money managers.
Trader Solutions
Specialized tools and platforms designed to support the unique needs of financial traders.
Investment Performance Tracking
Monitors the profits and losses associated with investments within a portfolio.
Strategic Portfolio Oversight
Assess project portfolios to ensure alignment with high-level strategic business goals.
Asset Rebalancing
Adjusting asset allocation to align with evolving investment objectives or market dynamics.
Risk Assessment & Mitigation
Detect, assess, and develop strategies to minimize organizational risks.
Equity Portfolio Administration
Oversees the acquisition, disposal, and retention of stock holdings.
Tax Compliance Tracking
Monitors tax-related transactions and ensures adherence to tax regulations.
Wash Sale Violation Detection
Identifies possible violations related to wash sales.
Pricing
Derivatas pricing
Starting price
Pricing not listed
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Pricing model: Per Feature
Pricing can change. Confirm current plans and terms with the vendor.
Compare
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Software reviews
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FAQ
Derivatas FAQs
Derivatas is a specialized software suite for portfolio valuations, portfolio analysis, deal analysis, and scenario planning, primarily serving venture capital (VC) and private equity (PE) funds. It enables funds to conduct in-house 409A valuations for startups and full portfolio valuations with greater control and cost efficiency. The platform features powerful modeling tools for waterfall analysis, investment return projections, and sensitivity testing under various economic scenarios. As a long-time leader in valuation services and a proud partner of the National Venture Capital Association (NVCA), Derivatas combines deep industry expertise with user-friendly software...
This software is designed for VC and PE fund managers, valuation professionals, CFOs at portfolio companies, and fund administrators who require robust, self-service tools for complex portfolio valuation and investment analysis.
Pricing can change. Confirm current plans and terms with the vendor.
Derivatas is listed in Stock Portfolio Management Software.
Derivatas is listed with Derivatas as the vendor.
Buyers often compare Derivatas with other Stock Portfolio Management Software tools such as Excel Price Feed, Cubits, Tamarac, EquityStat. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for Derivatas.
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