Related Products
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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.
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About
Termgrid is an end-to-end debt financing and portfolio management tool built specifically for private capital markets that helps sponsors, lenders, borrowers, advisors, and law firms streamline and simplify complex debt workflows by digitizing term sheets and deal grids, centralizing transaction data, and accelerating execution with real-time collaboration and automated processes. It offers a unified deal dashboard to track transaction progress, secure data room capabilities to share files and monitor lender activity, and a terms database that automatically records key commercial terms, with redline and heatmap functionality for efficient comparisons. Termgrid also provides portfolio management tools to monitor covenants, capital structures, amortization and financials with drill-down insights, automated routine reporting, and real-time, data-driven decision support across all deals.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Asset managers and investors looking for a software solution to process their fund documents
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Audience
Private capital markets professionals (such as private equity sponsors, lenders, debt advisors, and legal teams) who need to manage and execute debt financing transactions more efficiently with a digital tool that streamlines deal workflows and portfolio oversight
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFundFormer
Founded: 2017
United States
www.fundformer.com
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Company InformationTermgrid
Founded: 2019
United States
app.termgrid.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Amazon Web Services (AWS)
Docusign
Dropbox Sign
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