Shareholder InSite

Shareholder InSite provides SaaS-based solutions that enable companies and investors to track, manage and analyze shareholder data. The job it does: writing and editing documents together with comments and versions.

The natural audience is teams that produce a lot of documents. Related areas on their profile: Analytics and Document Management. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Shareholder InSite is based in Nashville, Tennessee and founded in 2008. Their site is shareholderinsite.com.

Our checklist for this category: offline access, permissions, and export formats. Get the renewal terms in writing before the first invoice.

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