Perfona comparisons
Perfona is compared head-to-head with Keel, Ashta.ai and Carta Fund Management and more: 7 head-to-heads in Fund Administration Software, each with the specs and prices we checked.
Perfona head-to-head
- Perfona vs Keel
- Perfona vs Ashta.ai
- Perfona vs Carta Fund Management
- Perfona vs aama.io
- Perfona vs Selene
- Perfona vs Formidium
- Perfona vs Fundwave
Perfona vs each of them
| # | Tool | Free plan | Paid from | Investor portal | Capital account tracking | NAV workflows | Allocation waterfalls | Capital call workflows | Score |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Perfona | No | $500/mo | Yes | Yes | Yes | Yes | Yes | 9.4 |
| 2 | Keel | Yes | $3,500/mo | Yes | Yes | Yes | Yes | Yes | 9.3 |
| 3 | Ashta.ai | No | Yes | Yes | Yes | Yes | Yes | 9.2 | |
| 4 | Carta Fund Management | No | Yes | Yes | Yes | Yes | 9.1 | ||
| 5 | aama.io | No | $625/mo | Yes | Yes | Yes | Yes | Yes | 9.0 |
| 6 | Selene | Yes | Yes | Yes | Yes | Yes | 8.9 | ||
| 7 | Formidium | Yes | Yes | Yes | Yes | Yes | 8.8 | ||
| 8 | Fundwave | $800/mo | Yes | Yes | Yes | Yes | Yes | 8.7 |
Compare Perfona with any fund administration platform
These are the matchups our editors wrote up. The compare tool pairs Perfona with any other product in Fund Administration Software — and up to four at once — from the same checked specs.
Compare Perfona with any tool side by side →
Every fund administration software head-to-head →
Our full Perfona verdict, pricing and fact sheet →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Compared by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update