orydio
orydio: A broad operating platform for Swiss investment teams that need accounting and investor workflows together. Ranked #12 of 25 in Investor Relationship Management Software by our editors (8.0/10); pricing: Paid; best for swiss firms needing investor operations and accounting.
At a glance
- Editor score8.0 / 10
- PricingPaid
- Best forSwiss firms needing investor operations and accounting
- Free planNo
- Paid from79 CHF/mo
- Email syncYes
- Facts checked20 Sep 2026
Where it wins
- Combines deal flow, portfolios, cap tables, subscriptions, and reporting
- Adds Swiss accounting, invoicing, payroll, and bank reconciliation
- Includes investor portals, mobile access, AI extraction, and role-based controls
Where it doesn't
- Pricing is billed annually and excludes VAT
- Swiss accounting and payroll focus may not fit international firms
- The investment-focused plan costs more than the SME plan
Our verdict on orydio
orydio is an operating platform for venture capital firms, investment firms, family offices, and Swiss SMEs. It brings deal-flow CRM, configurable lead stages, portfolio tracking, financial instruments, cap tables, investor portals, subscriptions, capital calls, contracts, documents, accounting, payroll, and banking workflows into one system. Its web, iOS, and API access suit teams that need investor operations alongside internal finance processes, particularly in Switzerland.
Pricing is split between two annual plans. Swiss SMEs costs CHF 79 per month and includes CRM, leads and contract management, Swiss accounting, invoicing and QR-bills, Swiss payroll, AI document management, Microsoft 365 and Teams integration, and Swiss hosting. Investment Firms costs CHF 199 per month and adds deal flow and portfolio management, financial instruments and cap tables, a secure investor portal, subscriptions, capital calls, document requests, banking connectivity, priority onboarding, and dedicated support. The published pricing is in CHF, billed annually, and excludes VAT. The plan structure makes the intended audience clear: smaller Swiss businesses get core operations, while investment teams pay for the investor lifecycle features.
orydio’s strongest fit is for firms that want specialized investment workflows connected to Swiss accounting and administration. Portfolio tracking covers equity, loans, convertibles, and SAFEs, while the portal supports subscriptions, capital calls, documents, and reporting. Microsoft Teams and OneDrive synchronization, banking connectivity, role-based hierarchical access, and AI-assisted document classification extend the operating scope. Buyers should consider it when Swiss finance and investor processes need to sit together. Firms focused on international accounting or a narrower CRM requirement may prefer a less specialized platform, especially if annual billing or the higher Investment Firms price does not suit their purchasing model.
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orydio pricing
All 2 orydio plans and prices →
orydio fact sheet
| Free plan | No |
|---|---|
| Paid from | 79 CHF/mo |
| Contact limit | Not verified |
| Email sync | Yes |
| Deal pipeline | Yes |
| LP and investor records | Yes |
| Portfolio tracking | Yes |
| Mobile app | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS |
| Compliance & security | GDPR |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 14 integrations: Microsoft Teams, Microsoft 365, Skribble, DocuSign, OpenAI, Claude … See all → |
| Pricing | Paid (source) |
| Website | orydio.ch |
| Facts checked | 20 Sep 2026 |
orydio integrations
orydio lists 14 integrations on its own site.
- Microsoft Teams
- Microsoft 365
- Skribble
- DocuSign
- OpenAI
- Claude
- CleverReach
- Asterisk PBX
- SMTP
- SendGrid
- IMAP
- Microsoft Office
- Bank Frick
Alternatives to orydio
- Juniper SquareA broad investor-relations platform for funds managing fundraising, LP data, and communications.9.4
- 4DegreesA relationship-focused CRM with scoring, warm-introduction paths, and firm-wide visibility.9.2
- Dynamo CRM & Deal ManagementA configurable, cloud-based CRM for mature alternative investment firms with complex workflows.9.0
Also Ranked In
orydio is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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