Allvue Investment Management vs Caproom
Allvue Investment Management
allvuesystems.com
Caproom
caproomfunds.comSide by side
| Figure | Allvue Investment Management | Caproom |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 4 |
| Spec score · Fund Administration Software | 8.1 (#5) | 7.5 (#15) |
| Headquarters | Miami, Florida, United States | Amsterdam, Netherlands |
| Purpose | The front-office platform helps credit asset managers manage exposures, risk, and performance across the investment lifecycle. | Caproom provides fund formation, administration, fund operations and portfolio company oversight in one platform. |
| Security | Allvue reports completing SOC 1 and SOC 2 Type I and Type II audits and encrypting customer data with unique encryption keys per customer. | The site states that data is EU-hosted in Frankfurt, GDPR-native and third-party pentested, and describes its posture as ISO 27001/SOC 2 aligned. |
| Support | Existing customers have 24/7 portal access to the Learning Center, Knowledge Base, issue reporting, user access requests, and ticket status. | Self-serve includes email support; Assisted includes bi-weekly update calls and same-business-day response from a named founder contact. |
Plans
Allvue Investment Management
- Allvue Portfolio ManagementPriced on request
Caproom
- Fund formation€25,000, paid once
- Assisted fund operationsPriced on request
- Managed fund operationsPriced on request
- Self-serve fund operationsPriced on request
In their own words
Allvue Investment Management
Allvue Investment Management is a front-office portfolio platform for credit asset managers, bringing portfolio data, risk, performance and workflow tools together across the investment lifecycle. It provides real-time position data, performance attribution, allocation analysis and exposure monitoring. Risk tools include covenant tracking, issuer-level analytics, scenario modeling for stress tests and configurable alerts for events such as watchlist credits and securities. Supported strategies include private debt, broadly syndicated loans, CLOs, asset-based lending and multi-strategy credit portfolios. The platform connects with Allvue Research Management, Trade Order Management and Pipeline Management, and works alongside investment and fund accounting on Microsoft Azure. Octaura supports its CLO and loan trading workflows. Users can choose out-of-the-box reports or build custom views. Andi, a browser extension, provides in-product guidance from documentation for Allvue Credit Front Office products. Allvue describes the platform as cloud-based and available on web and as an extension. The company reports SOC 1 and SOC 2 Type I and Type II audits, customer-specific encryption keys and 24/7/365 security monitoring. Pricing is on request; visitors can request a demo.