FinBursa 360FinBursa Technologies Ltd
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Related Products
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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).
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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.
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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
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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Audience
Businesses interested in a software solution for easily filing BOI reports
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Audience
Private equity firms, venture capital firms, investment banks, family offices, advisory firms, syndicates and capital networks managing relationships, deals, fundraising and investor workflows.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$199 per year per entity
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
Contact us
Contact us for pricing. Annual subscription, minimum 5 users.
Free Version
Not Supported
Free Trial
Not 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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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationFileForms
Founded: 2023
fileforms.com
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Company InformationFinBursa Technologies Ltd
Founded: 2024
New York, NY, United States; Dubai, United Arab Emirates
finbursa.com
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Categories |
Categories |
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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
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Integrations
Microsoft Outlook
Not Supported
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