BD Corporate vs. Berkman Lextree

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
BD Corporate	Score8 out of 10	N/A	BD Corporate is a CRM that helps prospect for new investors, prepare for roadshows, track current investors and their holdings, manage an IR schedule and report on the success of investor outreach efforts. It was developed by IHS Markit, which is now a part of S&P Global since the February 2022 acquisition.	N/A
Lextree	N/A	Mid-Size Companies (51-1,000 employees)	Lextree is software designed to track legal entities. The key features are described below. Create All Entity Types The software comes preconfigured with the following legal entity types: corporation, general partnership, limited partnership, limited liability partnership, limited liability limited partnership, limited liability company - manager managed, limited liability company - member managed, association, trust, estate, and cooperative. Users can easily add, edit…	N/A

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User Ratings
	BD Corporate	Lextree
Likelihood to Recommend	8.0 (1 ratings)	- (0 ratings)

User Testimonials
	BD Corporate	Lextree
Likelihood to Recommend	S&P Global Inc. It is well suited to get a snapshot of your current investor ownership and the ownership changes that are currently happening in your stock. It is also good as a platform in which you can update all your meetings and engagement and then search for the information in a very easy way. Incentivized Verified User Read full review	Berkman Solutions No answers on this topic
Pros	S&P Global Inc. Investor ownership. CRM system for inputting meetings and engagement. Targeting consulting. Incentivized Verified User Read full review	Berkman Solutions No answers on this topic
Cons	S&P Global Inc. Interface - the current dashboard is very "old" looking and could see improvement. Ease of use - the email distribution could be easier to navigate. Updating of investor contacts - the database is sometimes stale. Incentivized Verified User Read full review	Berkman Solutions No answers on this topic
Alternatives Considered	S&P Global Inc. FactSet also provides you with investor ownership but does not provide a CRM platform for engagement input. Incentivized Verified User Read full review	Berkman Solutions No answers on this topic
Return on Investment	S&P Global Inc. Able to improve the overall investor ownership in our stock. Track the conference and meeting engagement to create a strategic outbound plan. Incentivized Verified User Read full review	Berkman Solutions No answers on this topic
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BD Corporate vs. Berkman Lextree

BD Corporate

Berkman Lextree

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