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Research Outline

Prepared for Jordan | Delivered September 10, 2019

Investment Management Platforms

Goals

To understand the business models of 10-20 current investment management platforms such as Carta, Angel.co, Captable, Wealthfront, Pitchbook, Appfolio, Angelloop, and SeedInvest for purposes of developing a new investor platform.

Early Findings

Preliminary research shows that there are many investment management platforms, so the eight platforms mentioned (Carta, AngelList, Captable, Wealthfront, Pitchbook, Appfolio, Angelloop, and SeedInvest) and the top 12 products according to Capterra reviews have been entered into the attached spreadsheet for a competitive landscape.