TrustRadius

BD Corporate vs. Berkman Lextree

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
BD Corporate
Score 8.3 out of 10
N/A
BD Corporate is a CRM that helps prospect for new investors, prepare for roadshows, track current investors and their holdings, manage an IR schedule and report on the success of investor outreach efforts. It was developed by IHS Markit, which is now a part of S&P Global since the February 2022 acquisition.N/A
Lextree
Score 0.0 out of 10
Mid-Size Companies (51-1,000 employees)
Lextree is software designed to track legal entities. The key features are described below. Create All Entity Types The software comes preconfigured with the following legal entity types: corporation, general partnership, limited partnership, limited liability partnership, limited liability limited partnership, limited liability company - manager managed, limited liability company - member managed, association, trust, estate, and cooperative. Users can easily add, edit…N/A
Pricing
BD CorporateBerkman Lextree
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
BD CorporateLextree
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup fee$3,990 per client
Additional Details—We understand that you want to know the price to determine if Berkman Solutions meets your budget. We also know that Berkman Solutions licensing and services can meet any budget. Your needs and requirements differ from every other organization. We tailor the licensing and services to your specific needs.
More Pricing Information
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BD CorporateBerkman Lextree
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Medium-sized Companies
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Enterprises
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User Ratings
BD CorporateBerkman Lextree
Likelihood to Recommend
8.0
(1 ratings)
-
(0 ratings)
User Testimonials
BD CorporateBerkman Lextree
Likelihood to Recommend
S&P Global Inc.
It is well suited to get a snapshot of your current investor ownership and the ownership changes that are currently happening in your stock. It is also good as a platform in which you can update all your meetings and engagement and then search for the information in a very easy way.
Verified User
Anonymous
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Berkman Solutions
No answers on this topic
Pros
S&P Global Inc.
  • Investor ownership.
  • CRM system for inputting meetings and engagement.
  • Targeting consulting.
Verified User
Anonymous
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Berkman Solutions
No answers on this topic
Cons
S&P Global Inc.
  • Interface - the current dashboard is very "old" looking and could see improvement.
  • Ease of use - the email distribution could be easier to navigate.
  • Updating of investor contacts - the database is sometimes stale.
Verified User
Anonymous
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Berkman Solutions
No answers on this topic
Alternatives Considered
S&P Global Inc.
FactSet also provides you with investor ownership but does not provide a CRM platform for engagement input.
Verified User
Anonymous
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Berkman Solutions
No answers on this topic
Return on Investment
S&P Global Inc.
  • Able to improve the overall investor ownership in our stock.
  • Track the conference and meeting engagement to create a strategic outbound plan.
Verified User
Anonymous
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Berkman Solutions
No answers on this topic
ScreenShots