BD Corporate vs. WealthBlock
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 BD Corporate | Score8 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 | Score10 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 |
| BD Corporate | WealthBlock | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
| Offerings |
| |||||||||||||||
| 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 | ||||||||||||||||
| BD Corporate | WealthBlock | |
|---|---|---|
| Likelihood to Recommend | 8.0 | 10.0 |