Investera

PricingBuilt AroundYour Portfolio

Every investment operation is different: the asset classes you hold, the entities you report on, the people who need access. So we price Investera Pro the same way: to the shape of your business, not to a public list. One short call is all it takes to get a firm number.

Book a pricing callSee what's included
Investment technology since 2018No obligation, no sales pressureYour data stays confidential
Investera dashboard showing total assets under management and live trend
Asset allocation breakdown with total AUM

Three Things Shape Your Quote

We don't publish a price list because a five-person family office and a multi-entity holding group aren't buying the same platform. These are the only variables that move your number.

1

People & Access

How many users need the platform, and in which roles: analysts, portfolio managers, finance, and investors with read-only portal access.

2

Portfolio Complexity

Which asset classes you hold, how many entities and portfolios you consolidate, and the currencies you report in.

3

Modules & Integrations

The capabilities you switch on: deal pipeline, CRM, AI intelligence, e-signature, plus any market data or ERP connections.

Implementation is scoped separately and quoted upfront. Data migration, chart-of-accounts mapping, workflow configuration and team training are set out line by line before you commit, so there is nothing to discover later.

Included In Every Plan

Regardless of size, no capability is held back behind a higher tier. Implementation is scoped separately and quoted upfront.

  • Consolidated multi-asset dashboards
  • Unlimited portfolios and reports
  • Role-based access & maker-checker controls
  • Encrypted document repository

Since 2018 · proposal within 3 working days

30 minutes · a real answer, not a brochure

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The Platform

One Licence. The Whole Platform.

Investera Pro is sold as a complete investment management system, not a base product with the useful parts sold separately. Everything below is part of the platform your quote covers.

Portfolio & Deal Management

Manage investments and opportunities across the complete lifecycle, from screening to exit.

  • Private and listed holdings with full drill-down
  • Configurable deal pipelines and stages
  • Transactions, valuations and capital events
  • Integrated CRM for leads, investors and onboarding

Reporting & Dashboards

Turn investment data into clear, actionable performance insight for every audience.

  • Customisable consolidated KPI dashboards
  • Public and private investment reporting
  • TWR, IRR, Sharpe, DPI, TVPI and more
  • Reconciliation and allocation reports

Secure Document Management

Centralise and protect investment information in one controlled environment.

  • Encrypted, permissioned document repository
  • Role-based access and user permissions
  • Documents linked to deals, diligence and approvals
  • E-signature workflows via DocuSign

Workflow & Governance

Build structured, controlled and transparent investment processes across the team.

  • Configurable approval workflows
  • Maker-checker validation and review
  • Due diligence tracking and sign-off
  • Automated alerts, reminders and notifications

AI Investment Intelligence

Move from manual analysis to faster, data-driven decisions.

  • AI assistant for natural-language portfolio questions
  • Smart OCR capture from statements and reports
  • Market intelligence and benchmarking
  • Automated summaries, alerts and portfolio updates

Market Data & Connectivity

Connect Investera to the systems your operation already runs on.

  • Bloomberg market data for valuations and analysis
  • SAP for financial operations and data management
  • Multi-currency and FX handling
  • Bulk import and structured data feeds

Multi-Asset-Class
Investment Management

Private investments

Private.

Equity · Real Estate · Funds

Every Private Holding, Tracked To The Cent

Manage private equity, real estate and other private assets with centralised tracking of valuations, cash flows and performance.

Public investments

Public.

Listed · Fixed Income · Funds

Listed Positions, Valued As The Market Moves

Monitor listed securities, market valuations, transactions and portfolio performance through a unified investment view.

Cash management

Cash.

Inflows · Outflows · Liquidity

Liquidity You Can See Coming

Track cash positions, inflows, outflows and investment-related transactions for better liquidity visibility and control.

Who We Serve

Solutions for Every Investor

Purpose-built investment management solutions for professionals and organizations managing complex, multi-asset portfolios.

Portfolio manager reviewing market data on a trading desk
Abstract visualization of investment growth and market momentum
Investor reviewing portfolio performance on mobile and laptop
Emirates Towers and modern financial district plaza in Dubai
Portfolio manager reviewing market data on a trading desk

Portfolio Managers

Track investment pipelines, opportunities, valuations, and portfolio performance. Gain centralized visibility for faster, informed decisions.

Abstract visualization of investment growth and market momentum
Investor reviewing portfolio performance on mobile and laptop
Emirates Towers and modern financial district plaza in Dubai
Portfolio manager reviewing market data on a trading desk
Abstract visualization of investment growth and market momentum
Investor reviewing portfolio performance on mobile and laptop
Emirates Towers and modern financial district plaza in Dubai

Exactly What Happens When You Book

No discovery maze, no three-week qualification cycle. You'll have a number and a scope you can take to your board.

Step One

A 30-Minute Working Call

We walk through your asset classes, entities, team structure and the systems you're replacing. You see the platform against your own scenario, not a generic demo script.

● Same week, usually

Step Two

A Written Proposal

Licence, modules, integrations and implementation set out line by line, with the assumptions we priced against stated in full. Nothing conditional, nothing to uncover later.

● Within 3 working days

Step Three

A Pilot On Your Data

Before any commitment, we load a slice of your real portfolio so your team can judge the platform on their own numbers rather than on a sample dataset.

● Optional, at no cost

Book a pricing callSend a question instead

Investment Management Solutions for Every Stakeholder

Purpose-built solutions that help investment professionals manage portfolios, opportunities, workflows, and reporting through one unified platform.

Dimah Capital

One View Across a Diversified Investment Portfolio

Centralized multi-asset data, reporting, and governance for stronger portfolio visibility and investment oversight.

Read full case study
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Connectivity

Our Technology Partners

Integrate Investera with leading technology, market data, document, and business platforms to create a connected investment management ecosystem.

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Investment Teams Across The Region Trust Investera

Investera has made portfolio management more efficient and user-friendly. Its comprehensive reporting gives us valuable insights and supports better investment decisions.

Hafiz A.

Shared Services Administrator · Saudi Arabia

Verified client

The platform is easy to use, supports multiple asset classes, and is backed by a helpful support team. We have relied on it for more than two years.

Uday

Analyst · UAE

Verified client

Investera has streamlined my day-to-day portfolio management and saved considerable time. The responsive support and strong data security provide additional confidence.

Joseph

Head of Investment · Singapore

Verified client

Investera has become an important asset for our investment team. Its customization, integration, portfolio monitoring, and risk assessment capabilities address our core business requirements.

Omar

CFO · UAE

Verified client
Straight Answers

Questions We Get Before The Call

Because any number we published would be wrong for most of the people reading it. A single-entity family office with four users and a diversified holding group consolidating twenty entities across five currencies are buying very different configurations of the same platform. Rather than post a figure hedged with footnotes, we size it properly once on a call that takes half an hour.

No. Come with your asset classes, entity structure and user count, and you'll leave with an indicative range on the call itself and a written proposal within three working days. If Investera isn't the right fit for your operation, we'll say so on the call rather than after a six-week process.

An annual subscription covering the platform, your users and the modules you enable, with implementation quoted separately and upfront. Multi-year terms are available. There are no per-report, per-portfolio or per-transaction charges. Those are the things you should be doing more of, not paying more for.

Data migration from your existing spreadsheets and systems, chart-of-accounts and asset-class mapping, workflow and approval configuration, user roles and permissions, integration setup, and team training. Scope and cost are set out line by line in the proposal before you commit.

Yes. Many clients begin with one asset class or one entity and extend across the group once the team is confident. Because pricing tracks users, entities and modules, the commitment scales with the rollout instead of running ahead of it.

You do. Investera runs on AWS with encrypted data management, role-based access and granular user permissions, and regional hosting is available on request. Your data is exportable at any point during the term and on exit.

Yes. Our clients are concentrated across the UAE, Saudi Arabia, Kuwait and Oman, with users further afield including Singapore. Multi-currency reporting and configurable governance frameworks are part of the standard platform.

Get A Number You Can Take To Your Board.

Thirty minutes on your portfolio, your entities and your team, and a written proposal within three working days. No obligation either way.

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