FinBursa 360

FinBursa 360

FinBursa Technologies Ltd
+
+

Related Products

  • SBS Banking Platform
    29 Ratings
  • HSI Donesafe
    176 Ratings
    Visit Website
  • Sage Intacct
    8,791 Ratings
    Visit Website
  • gtechna
    19 Ratings
    Visit Website
  • Sovos
    184 Ratings
    Visit Website
  • RXNT
    552 Ratings
    Visit Website
  • Filejet
    54 Ratings
    Visit Website
  • Coevera
    753 Ratings
    Visit Website
  • DataBuck
    6 Ratings
    Visit Website
  • Folks
    209 Ratings
    Visit Website

About

File your BOI Report quickly and easily with our state-of-the-art software. Designed by licensed attorneys and CPAs, FileForms provides security you can rely on, unmatched support, and solutions tailored to your needs. Effective January 1, 2024, all US and foreign companies that were formed in, or have registered with any of the 50 US states, must comply with new Beneficial Ownership Information (BOI) reporting requirements with the Financial Crimes Enforcement Network (FinCEN), as prescribed by the Corporate Transparency Act (CTA).

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

Businesses interested in a software solution for easily filing BOI reports

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$199 per year per entity
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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

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 Not Supported

Training

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

Company Information

FileForms
Founded: 2023
fileforms.com

Company Information

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

Alternatives

Alternatives

Allvue

Allvue

Allvue Systems
Prospero Suite

Prospero Suite

FINARTIS
Cappitech

Cappitech

S&P Global Market Intelligence
ERA EHS Software

ERA EHS Software

ERA Software Solutions

Categories

Family Office 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

Microsoft Outlook Not Supported

Integrations

Microsoft Outlook Supported
Claim FileForms and update features and information
Claim FileForms and update features and information
Claim FinBursa 360 and update features and information
Claim FinBursa 360 and update features and information