Compare Canopy vs DealCloud vs Little Green Light

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Crozscore:

68%
what is this?
29%
no significant changes

Crozscore:

79%
what is this?
30%
interest rising

Crozscore:

80%
what is this?
34%
no significant changes
Canopy screenshot view 2 more DealCloud screenshot view 3 more Little Green Light screenshot view 4 more

Software Description:

Getting a complete and accurate view of a High Net-worth Individual’s entire wealth portfolio is a challenge for both the individuals and their wealth managers due to the sheer complexity of their assets which are also spread across multiple bank accounts. To address this, we have built Canopy, a platform that allows all assets to be aggregated and viewed as a single portfolio, advanced portfolio analytics, generation of custom reports, and more.

Current aggregation providers typically require data feeds or manual data entry. However, data feeds from private banks remain a challenge to obtain outside of US, and even then, data feeds are not available for alternative investments, holdings with hedge funds or other non-financial assets etc. Here at Canopy, we overcome the lack of data feeds by accepting data in conventional electronic formats including Excel, CSV and electronic PDFs.

Software Description:

DealCloud is a pioneer in M&A software. The Company was formed in 2010 by a team of former deal professionals with deep knowledge of the private capital markets. DealCloud has quickly emerged as a global leader in providing deal management, workflow, and technology solutions to all participants in the private capital markets, including private equity and growth capital firms, sell-side banks, publicly traded companies, and debt capital investors. DealCloud is well known for their client service and the team takes great pride in the delivery of the platform and the strength of their relationships with clients. DealCloud understands the pace of deal execution and is committed to working at the same cadence as their clients to deliver fast and accurate outcomes. The team is fully committed to the success of their clients.

Software Description:

Little Green Light is a cloud-based, SaaS donor management CRM compatible with Mac and Windows. Through an intuitive user interface, Little Green Light simplifies the daily tasks of managing donor records, executing fundraising campaigns, maintaining constituent relationships, pulling reports, online fundraising, and more. Additionally, Little Green Light offers fast and efficient customer service, and weekly training sessions and Q&A webinars. Numerous nonprofits have leveraged the technology and capabilities of Little Green Light to exceed fundraising goals and growth expectations.

Features:

  • Customer Management
  • External Integrations
  • Multi-User
  • Notifications
  • Multi-Currency
  • Data Export
  • Data Import
  • API
  • 2-Factor Authentication

Features:

  • Third-Party Plugins/Add-Ons
  • General Account Ledger
  • Budgeting
  • Gantt Charts
  • Lead Scoring
  • Task Scheduling/Tracking
  • Lead Management
  • Calendar Management
  • Scheduling
  • Dashboard
  • Call Tracking
  • Project Management
  • Marketing Automation
  • Email Integration
  • Forecasting
  • Data Visualization
  • Contact Sharing
  • Contact Management
  • Batch Permissions & Access
  • File Sharing
  • External Integrations
  • Customer Management
  • Multi-Currency
  • Notifications
  • Multi-User
  • 2-Factor Authentication
  • API
  • Data Export
  • Data Import

Features:

  • Email Integration
  • File Sharing
  • Task Scheduling/Tracking
  • Contact Sharing
  • Contact Management
  • PayPal
  • Stripe
  • External Integrations
  • Notifications
  • Scheduling
  • Dashboard
  • Calendar Management
  • Data Import
  • Data Export
  • Multi-User

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Summary:

  • Scalable cloud-based fundraising donor management CRM

  • SaaS fundraising and donor management software

  • Cloud based fundraising and donor management software

  • Affordable cloud based donor management CRM for nonprofits

  • Nonprofit constituent relationship management software

  • Nonprofit fundraising and donor record management software

  • Nonprofit online donation forms and donor management

  • Academia and education alumni management software

Up to 2,500 Constituents

$39.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking

Up to 5,000 Constituents

$49.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking
  • Customized mailings

Up to 10,000 Constituents

$59.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking
  • Customized mailings

Up to 20,000 Constituents

$69.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking
  • Customized mailings

FAQs:

    Who are the main user groups of this service?
  • Financial institutions, private banks, family offices, wealth managers, external asset managers etc.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, it does.

  • What are some applications this service is commonly used in tandem with?
  • CRM, Portfolio Management tool, Accounting tool etc.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, it does.

  • Does this service integrate with any other apps?
  • Yes, it does.

  • Does this service offer an API?
  • Yes, it does.

FAQs:

    Does this service offer an API?
  • Yes, the DealCloud platform has an API.

  • What are some applications this service is commonly used in tandem with?
  • DealCloud has an API enabling the platform to integrate with a variety of applications.

  • Does this service integrate with any other apps?
  • DealCloud has an API enabling the platform to integrate with a variety of applications.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, the DealCloud platform has a user online university which include tutorials and FAQs. In addition there is a certified platform trainer available for on-site training. As well as costumer support and an account management team to address any additional inquiries.

  • Who are the main user groups of this service?
  • Deal professional, such as investors and advisors leverage DealCloud's deal management platform, data, and exceptional capital market expertise to power their deal teams to consistently higher levels of performance.

  • What is this service generally used for?
  • To help deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies on a single platform.

  • What platforms does this service support?
  • DealCloud is supported by Apple/app store and Microsoft.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, the DealCloud platform offers multi-user capabilities.

FAQs:

    Who are the main user groups of this service?
  • Nonprofits
    Academia and higher education
    Churches and religious organizations

  • What are some applications this service is commonly used in tandem with?
  • Stripe
    PayPal
    ProPay
    Constant Contact
    Mail Chimp
    SmartyStreets

  • Does this service integrate with any other apps?
  • Formstack
    Wufoo
    Donor Search

  • What is this service generally used for?
  • Donor management
    Fundraising
    Event tracking
    Online donations
    Custom reporting
    Import and export data
    Gift and pledge tracking
    Constituent relationship management

  • What platforms does this service support?
  • Windows
    Mac

  • Does this service offer guides, tutorials and or customer support?
  • Fast and efficient customer support
    Product training webinars
    Q&A webinars

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
74
Followers:
38

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Who uses Canopy
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses DealCloud
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Little Green Light
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.
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