| Price from | — | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 2 | 1 |
| Spec score · Fund Administration Software | 8.1 (#7) | 7.1 (#24) |
| Headquarters | New York, New York, United States | United States |
| Investor portal | The investor portal provides branded dashboards, secure document sharing, investor communications and portfolio data. | The investor portal gives limited partners access to investment performance metrics, capital activity breakdowns, documents, and investment count. |
| Security | The privacy policy says customer environments use dedicated single-tenant infrastructure with separate databases and server resources, and that data is encrypted in transit and at rest. | Valence data in transit and at rest is encrypted, and files are stored on AWS using AES-256 encryption. |