PackHedge™FinLab Solutions SA
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Related Products
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About
DealRoom combines the traditional, secure VDR with project management capabilities for professionals & teams completing M&A. The platform includes secure data storage, diligence management, pipeline management, integration management, as well as overall project management. Our goal is to help teams create a better M&A process that emphasizes collaboration so that the initial vision of the deal, innovation, & value-creation, can be successfully maintained & implemented. Our users: Spend less time on due diligence by eliminating administrative tasks like updating a spreadsheet, & communicating with 3rd parties via email or other applications. Shorten integration - Achieve value realization as soon as possible by involving integration teams early so that they don't have to spend time re-diligencing the deal. Eliminate the knowledge gaps between diligence & integration - By using the same platform to manage both processes, both teams can work together collaboratively.
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About
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation.
A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.
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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
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Investment Banks, Corporate Development Teams, Private Equity Firms, Law Firms, Accounting Firms
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Audience
Family Offices, Wealth Managers, Investment Managers, Chief Investment Officers, Private & Institutional Banks, Endowment & Sovereign Funds, Pension & Insurance Funds, Funds of Funds, Managed Accounts & Fund Managers.
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$1000.00/month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$5,000 per year
PackHedge™ is a modular solution allowing customers the flexibility to choose the modules they need. Both Fixed and Floating (concurrent user) licences are offered.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationDealRoom
Founded: 2012
United States
dealroom.net
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Company InformationFinLab Solutions SA
Founded: 1999
Switzerland
www.finlab.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Data Governance Features
Access Control
Supported
Data Discovery
Supported
Data Mapping
Supported
Data Profiling
Supported
Deletion Management
Supported
Email Management
Not Supported
Policy Management
Supported
Process Management
Supported
Roles Management
Supported
Storage Management
Supported
Task Management Features
Collaboration
Supported
Create Subtasks
Supported
Gamification
Not Supported
Gantt Charts
Supported
Mobile Access
Supported
Percent-Complete Tracking
Supported
Progress Tracking
Supported
Recurring Tasks
Supported
Reporting/Analytics
Supported
Spreadsheet View
Supported
Task Board View
Supported
Task Planning
Supported
Task Scheduling
Supported
Task Tracking
Supported
Time Tracking
Supported
To-Do List View
Supported
Virtual Data Room Features
Anonymity Management
Supported
Audit Trail
Supported
Collaboration
Supported
Data Protection
Supported
Data Storage Management
Supported
Document Tagging
Supported
Due Diligence Management
Supported
Procurement Management
Not Supported
Project Management
Supported
Role-Based Permissions
Supported
Secure Preview
Supported
Work Management Features
Access Roles / Permissions
Supported
Calendar Management
Not Supported
Collaboration Tools
Supported
CRM
Not Supported
File Storage / File Sharing
Supported
Kanban
Supported
Messaging / Discussion
Supported
Performance Metrics
Supported
Project Management
Supported
Reporting / Analytics
Supported
Resource Management
Supported
Strategic Planning
Supported
Task Management
Supported
Time Tracking
Supported
Version Control
Supported
Workflow Management
Supported
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Financial Reporting Features
"What If" Scenarios
Supported
Audit Trail
Supported
Balance Sheet
Supported
Cash Management
Supported
Consolidation / Roll-Up
Supported
Forecasting
Supported
General Ledger
Supported
Income Statements
Supported
Multi-Company
Supported
Multi-Department / Project
Supported
Profit / Loss Statement
Supported
Financial Risk Management Features
Compliance Management
Supported
Credit Risk Management
Supported
For Hedge Funds
Supported
Liquidity Analysis
Supported
Loan Portfolio Management
Supported
Market Risk Management
Supported
Operational Risk Management
Supported
Portfolio Management
Supported
Portfolio Modeling
Supported
Risk Analytics Benchmarks
Supported
Stress Tests
Supported
Value At Risk Calculation
Supported
Fund Accounting Features
Accounts Payable
Not Supported
Accounts Receivable
Not Supported
Activity Tracking
Supported
Asset Management
Supported
Bank Reconciliation
Supported
Budgeting & Forecasting
Supported
Compliance Management
Supported
Donor Management
Not Supported
General Ledger
Supported
Partnership Accounting
Not Supported
Purchasing & Receiving
Not Supported
Hedge Fund Features
Compliance Management
Supported
Contact Management
Supported
Investor Accounting
Supported
Investor Reporting
Supported
P&L Calculation
Supported
Partnership Accounting
Not Supported
Performance Analysis
Supported
Portfolio Analysis
Supported
Portfolio Management
Supported
Investment Management Features
Accounting Management
Supported
Benchmarking
Supported
Bonds / Stocks
Supported
Client Management
Supported
Commodities
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Payroll & Commissions
Not Supported
Performance Metrics
Supported
Portfolio Management
Supported
Risk Management
Supported
Stock Portfolio Management Features
Billing & Invoicing
Not Supported
Client Management
Supported
Data Warehousing
Supported
For Investment Advisors
Supported
For Traders
Supported
Order Management
Supported
Portfolio Accounting
Supported
Portfolio Rebalancing
Supported
Risk Management
Supported
Tax Management
Not Supported
Technical Analysis
Supported
Wash Sale Detection
Not Supported
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Integrations
Bloomberg
Not Supported
Microsoft 365
Supported
Microsoft Outlook
Supported
NetSuite
Supported
Pancake
Supported
Quandl
Not Supported
Salesforce
Supported
Scalestack
Supported
Slack
Supported
Syfter
Supported
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Integrations
Bloomberg
Supported
Microsoft 365
Not Supported
Microsoft Outlook
Not Supported
NetSuite
Not Supported
Pancake
Not Supported
Quandl
Supported
Salesforce
Not Supported
Scalestack
Not Supported
Slack
Not Supported
Syfter
Not Supported
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