BD Corporate vs. WealthBlock

WealthBlock

Overview
Product	Rating	Most Used By	Product Summary	Starting 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
WealthBlock	Score 10.0 out of 10	Small Businesses (1-50 employees)	WealthBlock is a fintech firm that offers a white label private capital raising platform. By integrating key funding tools (CRM, data room, investor verification, sub-doc e-signature, fund admin etc.), the solution aims to streamline processes and increases productivity. The vendor states WealthBlock currently supports 50+ venture capital, private equity, private placement, investment banking and broker dealer firms who leverage the…	N/A

Pricing

BD Corporate

WealthBlock

Editions & Modules

No answers on this topic

Offerings

Pricing Offerings
BD Corporate	WealthBlock
Free Trial
No	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

$900 per installation

Additional Details

—

WealthBlock's subscription fees vary based on the number of deals presented. The "A La Carte" white label platform is priced per deal + subscription fee. The "Unlimited" white label platform is a flat fee covers an unlimited number of deals.

More Pricing Information

Community Pulse
	BD Corporate	WealthBlock
Top Pros	No answers on this topic	Pro Ui ux Pro Customer service Pro Customer support
Top Cons	No answers on this topic	Minus Not cheap Minus Quality service Minus Adding new features

Best Alternatives
	BD Corporate	WealthBlock
Small Businesses	Dropbox DocSend Score 8.8 out of 10	Dropbox DocSend Score 8.8 out of 10
Medium-sized Companies	Dropbox DocSend Score 8.8 out of 10	Dropbox DocSend Score 8.8 out of 10
Enterprises	S&P Capital IQ Score 7.8 out of 10	S&P Capital IQ Score 7.8 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	BD Corporate	WealthBlock
Likelihood to Recommend	8.0 (1 ratings)	10.0 (1 ratings)

User Testimonials
	BD Corporate	WealthBlock
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. Incentivized Verified User Anonymous Read full review	WealthBlock Great for VC, PE, and RE firms. I-banks and brokers should use it, as well, to scale. Cost might be too high for startups or sporadic fundraisers who don't need an ongoing tool. Verified User Anonymous Read full review
Pros	S&P Global Inc. Investor ownership. CRM system for inputting meetings and engagement. Targeting consulting. Incentivized Verified User Anonymous Read full review	WealthBlock Superior UI/UX. Our LPs and staff love it. Very intuitive. Well thought out and integrated features and designs. Truly a one-stop solution. Great customer service. Very responsive. Fast deployment of new features and enhancement. Verified User Anonymous Read full review
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. Incentivized Verified User Anonymous Read full review	WealthBlock Compared to other LP portals, it is not cheap. As it's a new firm, time is needed to prove its performance consistency. Rapid release of new features and enhancement requires more training. Verified User Anonymous Read full review
Alternatives Considered	S&P Global Inc. FactSet also provides you with investor ownership but does not provide a CRM platform for engagement input. Incentivized Verified User Anonymous Read full review	WealthBlock WealthBlock comes with its native CRM, dataroom, investor onboarding, etc. Compared to other individual tools, WealthBlock provides a seamless one-stop solution for all parties involved in the process. Verified User Anonymous Read full review
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. Incentivized Verified User Anonymous Read full review	WealthBlock Saved at least $50,000+ a year by replacing other disjointed tools Dramatically improved our team productivity with a lot less human errors With increased efficiency, our team is expected to take on a lot more investors Verified User Anonymous Read full review
ScreenShots		WealthBlock Screenshots