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About

FundFormer helps alternative asset managers and investors process their fund documents faster. Our investor onboarding portal is designed specifically for investors in private equity, venture capital and hedge funds. Convert subscription documents into webforms integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms with conditional logic. FundFormer can coordinate with all deal parties throughout the fundraising process, including investors' financial advisors, legal counsel and investor relations teams. Create data exports for post-closing analysis or fund administration investor onboarding. A FundFormer professional is available to assist at every step of the way for the whole lifecycle of your fund, from fund launch to investor closing to post-closing secondary transactions.

About

DealFlow is the one-stop platform to offer alternative investments to high-net-worth clients. Review funds and opportunities and then enter into structured workflows and documentation that will take enable investors to participate in deals with a few clicks of a mouse. The investor experience is designed around simplicity and ease of use. Investor onboarding smart forms that include real-time documentation checks and streamlined KYC make it quick and frictionless and reduce the potential for errors to almost zero. DealFlow offers Finra-regulated representatives the fastest and most efficient way to buy and sell securities for clients. Compliance workflows are baked into the platform, and Katipults eSignature technology ensures fully transparent documentation and KYC checks.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Asset managers and investors looking for a software solution to process their fund documents

Audience

Organizations searching for a software designed to streamline the exchange of capital in equity and debt markets

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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 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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FundFormer
Founded: 2017
United States
www.fundformer.com

Company Information

Katipult
Founded: 2014
Canada
www.katipult.com

Alternatives

Alternatives

Backstop

Backstop

Backstop Solutions Group
Anduin Fund Subscription

Anduin Fund Subscription

Anduin Transactions

Categories

Categories

Integrations

Amazon Web Services (AWS)
Docusign
Dropbox Sign
VoPay

Integrations

Amazon Web Services (AWS)
Docusign
Dropbox Sign
VoPay
Claim FundFormer and update features and information
Claim FundFormer and update features and information
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