We periodically publish breakdowns of the tech stack (“technographics”) of investment managers and other financial services firms. The advantages to you of participating:
- Benchmark against your peers: learn from other comparable financial institutions’ decisions about use of technology.
- Show transparency to your clients.
- Learn about innovative tech companies which may help address some of your challenges.
If you’re a financial services firm interested in publicly sharing your tech stack, please contact us. If you’re a vendor, we welcome introductions to any of your clients who may be interested in sharing how they work with you. We are providing this free.
For example, we’ve published breakdowns of Versatile VC’s CRM, marketing tech, and social media tech stacks:
- What is the Best CRM and Marketing Tech Platform for a New Private Equity/Venture Capital Fund?
- Venture capitalists eating our own dog food: Using technology and analytics to make better investments
- An Investor’s Personal Social Media Tech Stack: In the future, everyone will be famous for 15 followers
- What’s your VC tech stack? Results from a survey of early-stage VC funds
- SPV Fund Administration Vendor Reviews and Comparison
We’ve listed below some other investment organizations which have publicly shared their tech stacks:
Fund of Funds
Venture Capital Firms
- Alpaca VC: Tech Stacks to Scale a VC Fund Efficiently
- Ascension.vc: Managing a VC portfolio with Airtable
- Earlybird Venture Capital: Data-Driven VC
- Precursor Ventures: How to Manage a 80+ Portfolio with a <5 Person Team
- Hoxton Ventures Tech Stack
- Point Nine Capital: A (Micro) VC’s Tech Stack, and the sequel, Revisiting Point Nine’s tech stack
- ULU Ventures: Decision Analysis tools for Venture Capital
- Signalfire: Data-driven VCs: Why Signalfire spends $10M a year on VC data platform?
- 83 VCs using data/ai/proprietary software to better source, evaluate and support investments
Micro VC Firms
- f7 Ventures, Empath Ventures, and Behind Genius Ventures
- Confluence.vc: 2022 Tech Stack
- Hustle Fund Tech Stack
- SuperAngel Fund Tech Stack
- Jacob Kostecki (angel): The Ultimate Early-Stage Investor’s Tech Stack
- Untapped Capital: Tech stack; for details see This VC Is Slowly Automating His Job
- Weekend.fund: Our Stack at a $10M Fund
Investment Banks
- DealGen (turnkey deal origination for private equity)
Angel Groups
- New York Angels Tech Stack
- TBD Angels Tech Stack. For a view of how TBD managed itself earlier in their evolution, see How 6 friends used Airtable for angel investing
To analyze your own tech stack, you might use one of the tools which help to analyze and reduce your SAAS spending, e.g., Productiv, Quolum, or Zylo.