Edda is an investment workflow platform for venture capital, private equity, and corporate venture capital firms. It covers work from deal origination through exit, with Dealflow, Portfolio Management, CRM, and an LP Portal. Dealflow provides customizable pipelines, collaborative company scoring, task management, and deal CRM. Portfolio Management tracks TVPI, DPI, and IRR, lets firms request metrics from portfolio companies, and generates portfolio reports. Edda’s HERA.I tools include a Pitch Deck Reader, Cap Table Importer, Due Diligence Assistant, and Decision Writer. Listed integrations include Dealroom, Crunchbase, PitchBook, Gmail, Outlook, Dropbox, Slack, Google Drive, Microsoft Teams, Zapier, and Typeform. Edda says it follows GDPR requirements and is SOC 2 and ISO 27001 compliant. Its servers are hosted in the EU, customers can export readable data at any time, and its Linode and AWS cloud service has an SLA higher than 99.9%, with hourly backups replicated across multiple servers. Plans include live support; higher tiers add customer success support and onboarding. Edda has Android, iOS, and web availability. Pricing is on request, and there is no free plan.
Who it is for
Edda suits venture capital, private equity, and corporate venture capital firms that want deal, portfolio, CRM, and LP workflows in one platform. Its listed integrations and HERA.I tools may also fit teams managing deal materials and portfolio reporting.
What is good
- Covers deal origination through exit with four core modules.
- Dealflow includes customizable pipelines and collaborative company scoring.
- Portfolio tools track TVPI, DPI, and IRR.
- HERA.I includes four named investment workflow tools.
- Customers can export readable data at any time.
- Listed integrations include email, storage, messaging, and deal databases.
What to know first
- There is no free plan.
- Pricing is available on request.
- The platform does not provide fund accounting, tax compliance, or regulatory filings.
Verdict
Choose Edda if your investment firm needs connected dealflow, portfolio management, CRM, and LP workflows, with tools for diligence and portfolio reporting. Look elsewhere if you need fund accounting, tax compliance, or regulatory filings from the same platform.
Get started with Edda
- Visit Edda’s website.
- Request pricing for the plan that fits your team: First-Time GP, Premium, Pro, or Enterprise.
- Choose a plan based on its listed user, pipeline, fund, and HERA.I credit limits.
Limits to know first
First-Time GP includes up to 3 users, 3 pipelines, 1 fund, and 300 HERA.I credits per month. Edda does not provide fund accounting, tax compliance, or regulatory filings.
Questions about Edda
How much does Edda cost?
Pricing is on request. No plan prices are listed.
Does Edda have a free plan?
No. Edda is a paid product and has no free plan.
Which platforms does Edda support?
Edda is available on Android, iOS, and the web. Its pricing page also lists a mobile app for Dealflow, Portfolio Management, and Contacts.
What integrations does Edda list?
Listed integrations include Dealroom, Crunchbase, PitchBook, Gmail, Outlook, Dropbox, Slack, Google Drive, Microsoft Teams, Zapier, and Typeform.
Who is Edda designed for?
Edda is designed for venture capital, private equity, and corporate venture capital firms.
Does Edda include fund accounting or regulatory filings?
No. Edda says it does not provide fund accounting, tax compliance, or regulatory filings.
Edda plans and pricing
All plansCompared on investor relationship management software
- Free plan
- No
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
- Portfolio tracking
- Yes
- Mobile app
- Yes
