AngelList Venture vs. RightCapital

For well-funded startups, Angel List Ventures would be extremely helpful for competitive research and market research and likely finding hiring prospects. For agencies and salespeople, Angel List Ventures is a great tool for lead prospecting to find the fastest-growing companies across industries. Cost may be prohibitive depending on your revenue.

Incentivized

I think it is well suited for planners that are just starting out and have an appreciation for cash flow analysis for their clients. I think it is more bang for your buck in that regard. The cash flow analysis can be a helpful addition when discussing client finances because it's easy to say that goals will be reached, but it's better to describe, year by year, how a client's cash flow will look.

Incentivized

• Lead Prospecting
• Competitor Research
• Market Trends

Incentivized

• User friendly
• Easy client access
• Capability to embed code into our website
• Customizable colors for the reports
• Weekly meetups to educate us more on how the platform is used

Incentivized

• Cost is high
• Interface is not inspiring
• Better contact information

Incentivized

• Customize the colors on the main platform
• Continue to build tutorial videos as the platform expands
• Allow us to manually input budget data for budget tracking purposes

Incentivized

Did not compare to other tools.

Incentivized

Again, as I mentioned before, RightCapital seems to be much more user-friendly for people starting out because of how intuitive the platform is. In addition, it beats on cost and flexibility, in my opinion. I think the cost per advisor with eMoney can be around $3600, and RightCapital is half that. Now there may be services that I will need as I grow that will compel me to switch, but I am not there yet and am unwilling to lose the features that RightCapital provides.

Incentivized

• Build prospect lists
• Monitor industry data
• Follow client competitiors

Incentivized

• It has been a huge closing tool for new clients when we can present current and proposed strategies. The illustration is compelling.
• We use the reports feature to help compose financial plans which is a service offering
• The Vault is used as a risk management control for legal and regulatory purposes.

Incentivized