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Addepar Helps Track Capital — We Help You Allocate It Smarter
Why Others are Going with Countercyclical instead of Addepar
Addepar is powerful when it comes to performance reporting and client dashboards, but it stops short of enabling investment teams to conduct collaborative diligence, build valuation models, and structure internal workflows. Our platform complements downstream tools like Addepar by bringing upstream rigor to the research process.
Features
Insight-rich annotations on corporate filings
Investment memo generation
Full Google Drive + Sheets support
Multi-user, real-time collaboration
Integrated valuations & modeling tools
End-to-end research pipelines
Self-serve onboarding & workspace setup
Zapier, Airbyte, and ETL workflow compatibility
Intuitive user interface
API + Webhook offerings
Start building your investments on Countercyclical today.
