FinBursa 360

FinBursa 360

FinBursa Technologies Ltd
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About

Canopy is a financial data‑aggregation and analytics platform that consolidates portfolio data from any source, PDFs, Excel/CSV, APIs, SWIFT, custodians, and private banks, across all asset classes (equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, crypto, art, wine, collections, etc.) and all currencies and geographies. It cleans, standardizes, and merges data into segregated PostgreSQL databases, one per client, enabling direct query access via an Excel add‑in or read/write database access and integration with other systems. Transactions are automatically processed to calculate asset allocation, performance, P&L, volatility, VaR, cash flows, risk analytics, and other financial metrics. Users can define unlimited “strategies”, custom groupings of transactions (by asset class, sector, account, security, etc.), and run infinitely configurable calculations via the web interface or Excel add‑in.

About

FinBursa is the intelligent front-office platform for global private markets, unifying CRM, deal management, document workflows, fundraising, asset sales and opportunity promotion in a white-labelled collaborative environment, with agentic AI embedded across the platform and access to a connected deal database. It enables private-market firms to manage relationships, transactions, documents, fundraising, asset sales and opportunity promotion within one collaborative platform instead of relying on fragmented point solutions. Its agentic AI capabilities operate across the firm’s connected data and institutional context to support analysis, intelligence and execution throughout front-office workflows. FinBursa is designed for professional private market participants seeking institutional-grade infrastructure and configurable workflows that reduce fragmentation, preserve institutional knowledge and help teams execute with greater speed, consistency and control.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Wealth managers and family offices needing a solution to aggregate, analyze, and report on diverse portfolios with custom strategies and high‑end visualizations

Audience

Private equity firms, venture capital firms, investment banks, family offices, advisory firms, syndicates and capital networks managing relationships, deals, fundraising and investor workflows.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

Contact us
Contact us for pricing. Annual subscription, minimum 5 users.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.0 / 5

Pros & Cons from Real Users

Pros

  • As a Keiretsu Forum MENA user, we find the platform helpful in keeping our startup opportunities and investment process organized in one place. It makes it easier to onboard startups, collect documents, track deals, and stay connected with founders and our investment team. What we particularly appreciate is having a clear, structured process for reviewing opportunities and keeping all the important information and documents together.

Cons

  • FinBursa 360 provides a good foundation for managing our startup pipeline and investment opportunities. However, more flexibility in customizing workflows to match our internal processes would be helpful.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Canopy
Founded: 2013
Singapore
www.canopy.cloud/

Company Information

FinBursa Technologies Ltd
Founded: 2024
New York, NY, United States; Dubai, United Arab Emirates
finbursa.com

Alternatives

Alternatives

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Allvue

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Prospero Suite

Prospero Suite

FINARTIS

Categories

Family Office Supported
Wealth Management Supported

Categories

Family Office Supported
Financial CRM Supported
Virtual Data Room Supported

Financial CRM Features

Account Alerts Not Supported
Asset Management Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Not Supported
Marketing Management Not Supported
Relationship Tracking Supported
Team Assignments Not Supported
Territory Management Not Supported

Integrations

Google Sheets Supported
Microsoft Excel Supported
Microsoft Outlook Not Supported
PostgreSQL Supported

Integrations

Google Sheets Not Supported
Microsoft Excel Not Supported
Microsoft Outlook Supported
PostgreSQL Not Supported
Claim Canopy and update features and information
Claim Canopy and update features and information
Claim FinBursa 360 and update features and information
Claim FinBursa 360 and update features and information