Edda or Allvue?

Which Private Equity Deal Management Software Best Suits Your Deal Flow Management Needs?

Congratulations on your strategic move to transition from spreadsheets to a specialized deal flow management tool. With Edda and Allvue as your top contenders, you're already on the right track!

In this article, we’ll provide an in-depth analysis comparing Edda and Allvue, aiding you in making an informed decision on the optimal deal flow platform tailored to your requirements.

First, Here’s an Overview of Edda and Allvue Systems

Edda Deal flow Management Software

Edda brings the entire investment process together in one place. It enables your team to better manage deals and relationships, as well as improving how they collaborate day to day. Edda is founded on the philosophy that increasing visibility at all stages of the investment process leads to stronger relationships and better outcomes.

Edda is designed to be the single deal software you need to manage your firm. From deal origination, deal pipeline management, due diligence, portfolio management, investor crm, Edda deal software streamlines the way you operate and invest.

As a testament to its end-to-end capabilities, more than $30 billion is currently managed through the platform by leading private equity and VC firms in 90-plus countries. Beyond improving how firm’s invest, Edda’s deal software also streamlines daily workflows and operations to support enhanced collaboration.

Allvue's Investment Software for Private Equity

In the realm of private equity, success is intricately woven with relationships. This foundational principle is the driving force behind Allvue's software. Originating from the merger of Black Mountain Systems and AltaReturn, Allvue is a multifaceted platform designed for private equity, adeptly enabling firms to manage, nurture, and capitalize on their network. Distinguished in the industry, Allvue stands as a "holistic suite" for your firm's investment needs.

If streamlined fund accounting, detailed financial reporting, and comprehensive back-office operations are your primary objectives, Allvue's platform might just be the private equity deal tracking software you've been searching for. However, for firms that prioritize solely relationship management, they might consider platforms with a singular focus on CRM functionalities.

What sets Allvue apart is its comprehensive approach to private equity. While its software certainly empowers firms in managing relationships, it goes beyond, offering robust functionalities such as fund accounting, investment management, and portfolio monitoring, ensuring a full-spectrum solution for modern private equity firms.

Edda and Allvue Software Features Side by Side

When choosing a deal flow management solution, the primary determinant is its features. Essentially, it's crucial to ensure that the deal management platform you opt for encompasses all the essential functionalities your team requires.

With this in mind, let’s take a high-level look at the features Edda and Allvue tool features side by side. Note: We’ll dig into each feature in-depth in the next section.


CRM platform

Dealflow&pipeline management

Portfolio management

Workflow automations

Relationship intelligence

Dealmaking insights& Updates

Automated data capture

Accelerated due diligence

Mobile App


Enterprise-grade security(SOC2)

LP Portal

Relationship scores

Contact history

Organize and manage your records

Share Records & Forms

Access Control

Edda Software

Allvue Software

“ We are truly happy with Edda and how it enables us to better monitor our performance and report to our stakeholders. Our Edda team also provides exceptional customer service and support, something we highly value. ”

LISE FULLAND — Investment Partner — STARTUPLAB



The outcomes you achieve with a deal flow management tool are directly tied to its features. Moreover, it's essential to opt for software that matches your firm's requirements, organizational setup, operational strategies, and investment methodology. Bearing this in mind, let's explore the distinct features that set Edda apart from the Allvue app.

CRM platform

Consider Edda if:

You're seeking a CRM in deal flow that integrates seamlessly with the broader investment landscape, linking your relational ties, deal progression, and portfolio details.

Edda's advanced deal flow system boasts a smart and solid CRM for private equity, making relationship handling more straightforward. Edda's private equity CRM solutions cover all essential CRM capabilities, including capturing data, managing contacts, and understanding relationships. Its unique selling point is the direct in-app communication with LPs, doing away with cluttered email exchanges.

Consider Allvue if:

You're seeking a comprehensive solution for alternative investments, including private equity, that streamlines operations and enhances stakeholder communication.

Allvue is, at its core, an all-encompassing alternative investment platform. It's a natural evolution from the synergy of Black Mountain Systems and AltaReturn, offering a broad spectrum of solutions tailored for the private equity realm. Allvue's software integrates seamlessly, from CRM solutions that sync effortlessly with accounting and investor portals, to pipeline and research management tools designed for efficient tracking and integration. The intuitive, Microsoft-based framework ensures that adopting Allvue's suite of tools is a smooth transition for your team.

Dealflow Management

Consider Edda if:

Your priority is achieving an unbroken view of your deal trajectory, right from inception to conclusion in a unified platform.

Edda offers a consolidated perspective on your entire deal pipeline, tracing its journey from its initiation to its culmination. This ensures optimal streamlining for utmost efficiency. Additionally, within Edda, you can effortlessly collaborate on deals with associates and consultants.

Consider Allvue if:

You desire a holistic alternative investment platform that seamlessly integrates dealflow, portfolio management, and relationship oversight.

When your focus extends beyond just relationships to comprehensive dealflow and investment management, Allvue stands out. Allvue not only manages relationships but also provides robust tools for fund accounting, investor & investment management, and detailed financial reporting. This integration ensures that everything, from contacts to capital, is managed efficiently and transparently within one system.

Relationship intelligence

Consider Edda if:

You aim to effortlessly visualize ties that can uncover unseen prospects and centralize your entire professional network.

Edda's deal platform streamlines the process of tracing relationships among firms, LPs, and partners. Armed with these insights, you're empowered to link pivotal stakeholders and unearth latent avenues for introductions and investments.

Consider Allvue if:

You're seeking to effortlessly manage your investments and understand the intricate web of relationships within the private equity sector.

Allvue's platform empowers you by providing insights into the connections among founders, investors, and various stakeholders. This enriched understanding facilitates more strategic introductions, shifting away from cold pitches to more informed, warm engagements.

Dealmaking Insights & Updates

Consider Edda if:

You're seeking data-driven intelligence that enhances investment outcomes and yields.

Edda delivers a holistic solution for obtaining crucial insights and updates to optimize returns. With Edda, the days of relying on tedious manual efforts for insights are behind you. The platform provides instantaneous company and fund IRR evaluations, offers tailored reporting to reveal insights, and computes critical metrics like NAV, DPI, TVPI, and beyond effortlessly.

Consider Allvue if:

You desire comprehensive insights drawn from the intersections of relationships and investment data.

Allvue, in line with its wide-ranging functionalities, offers detailed investment analysis closely tied to its alternative investment software solutions. It presents intricate details such as outreach efforts, team composition, and historical funding stages. If you're after an in-depth, relationship-centered overview of investment activities, Allvue is equipped to deliver precisely that.

Portfolio Management

Consider Edda if:

Holistic asset management is an essential element of your transaction software.

In essence, with Edda, portfolio oversight is both streamlined and enhanced. Edda's portfolio management system allows you to dive into key metrics and cap tables, keep updated with news from your portfolio companies, engage seamlessly with company founders, perform comparative valuation analyses, and so much more.

Consider Allvue if:

You prioritize relationship-centric management but also appreciate the integration of intricate investment details.

At its core, Allvue's alternative investment solutions are geared towards managing relationships in the investment landscape. While Allvue provides an extensive suite of investment tools and functionalities, its foundation remains in seamlessly connecting relationships with investment data. This allows users to effortlessly communicate with and document interactions involving their investment entities.

Workflow Automations

Consider Edda if:

You aim to refine and optimize your internal operations to bolster your fund's achievements.

In essence, Edda transforms the intricacies of portfolio management into a more seamless endeavor. The platform equips you with an array of tools for portfolio oversight, allowing for insights into key metrics and cap tables, staying updated with portfolio company developments, direct dialogues with entrepreneurs, and comparative valuation analyses, among other capabilities.

Consider Allvue if:

You're keen on merging relationship management with the intricacies of investment operations.

Allvue optimizes multiple facets of your workflows, particularly in the realm of investment management and relationships. Beyond just automation, Allvue delves deep with features such as cloud-based fund accounting, multi-currency general ledgers, and complex process standardizations, all while ensuring the core relationship data remains at the forefront. Whether it's detailed financial reporting or adapting to emerging challenges, Allvue ensures a blend of relationship focus and investment proficiency.

Accelerated Due Diligence

Consider Edda if:

You aim to expedite your due diligence endeavors by leveraging comprehensive data analysis and automated procedures to reach precise conclusions swiftly.

The rigors of due diligence often demand significant time. With Edda, the intricacies of private equity and venture capital due diligence are streamlined, offering immediate insights into company metrics, sector-specific data, and in-depth perspectives on founders and their teams. This equips you to thoroughly evaluate a greater volume of deals in a shorter timeframe.

Consider Allvue if:

You value an integrated platform that bridges both manual interactions and comprehensive data solutions for due diligence.

Allvue, with its expansive investment software, facilitates a deep dive into due diligence. Not only can you manage human interactions through investor and investment management, but the platform's comprehensive suite ensures that all relevant data—from fund performance metrics to portfolio monitoring—is readily available for a detailed analysis. This makes the due diligence process both efficient and thorough, covering every aspect of your investment needs.

LP Portal

Consider Edda if:

You seek improved transparency and effortless engagements with your partners by providing them with straightforward access to essential data.

Edda's LP Portal acts as your unified hub for external deal flow management. Rooted in absolute clarity, this portal offers your associates unparalleled insight, enhances oversight, streamlines generation, and consolidates communication and document submissions in a single location.

Consider Allvue if:

You prioritize providing an integrated, seamless experience for your investors by granting them direct access to essential information in real-time.

Allvue's Investor Portal is a state-of-the-art platform designed to streamline investor interactions. By centralizing all crucial data, from accounting to CRM modules, the portal offers a one-stop solution for all investor needs. It ensures transparency, streamlines reporting processes, and enhances communication, making it effortless for investors to access and interpret their data.

Edda vs Allvue Systems

Naturally, when it comes to a private equity deal sourcing platform, price is a consideration. And the cost of your private equity deal flow software must be weighed against the features it provides.

The cost of Edda and Allvue is customized depending on your team’s size and needs. Given this, it’s not possible to go into detail about Edda and Allvue in this article. This can be attained by requesting a demo of Edda or Allvue.

Making a Final Decision:

Why Choose Edda Software over Allvue Systems

When embarking on the journey of selecting the ideal deal flow software, consider these questions:

Are you in pursuit of a comprehensive platform, such as Edda, which seamlessly integrates CRM with other core functionalities like deal origination, deal pipeline management, and investor relations, all housed within a single system?

Or are you leaning towards a more specialized tool, akin to Allvue, which was birthed from a merger of two giants in the private equity space, and emphasizes not just CRM, but a multifarious suite of investment functionalities?

As you delve deeper, if your objective is a unified software that streamlines everything from deal origination to relationship management, Edda emerges as a formidable choice. Its prowess isn't just confined to CRM; Edda serves as an intelligent confluence of features designed to optimize deal origination, pipeline management, and relationship insights.






Bid farewell to mistake-riddled spreadsheets and chaotic deal oversight with Edda