Back To Portfolio

Shareholder InSite

Shareholder InSite was a cloud-based solution for managing investment and financial documents.

Shareholder InSite enables private companies and firms to better track, value, and analyze shareholder data. The company's cloud-based solution provided powerful tools to manage investment and company financial documents, analyze various financing scenarios and complete "do it yourself" valuations (including FAS 157 and 409(A)). IPREO acquired Shareholder InSite in November 2014.

Fintech
Leadership

Location

Atlanta, GA

Partnered

2010

Investment Team

Mark Buffington
More About Shareholder InSite

Products and services.