FundPanel

FundPanel

Aduro Advisors
KoreInside

KoreInside

Kore Inc
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About

Created by Aduro Advisors, one of the leading firms in Venture Capital fund administration, FundPanel enables your back office to quickly and efficiently handle the details of your most important investor communications. Trusted by dozens of the largest funds in the US and around the world, FundPanel is a reliable resource that streamlines the process of error-free reporting. You and your investors can easily view funds, capital commitments, capital calls, distributions, and capital accounts in clear dashboard views. FundPanel's user-friendly interface allows both fund managers and investors to easily view funds, capital commitments, and capital accounts through clear dashboard views. Additionally, it supports secure document sharing and provides real-time performance metrics, enhancing transparency and operational efficiency. The platform offers customizable reporting templates based on industry best practices, ensuring error-free reporting to limited partners.

About

KoreInside is a private capital markets infrastructure platform designed to help regulated intermediaries execute transactions in a compliant and efficient manner. The platform provides end-to-end support for processes such as clearing, settlement, disbursement, distribution, and investor management. Built for broker-dealers and other market participants, KoreInside helps organizations navigate complex securities regulations while maintaining operational efficiency. The platform connects various stakeholders, including transfer agents, banks, custodians, legal professionals, auditors, and investor relations firms within a unified ecosystem. Through its compliance-focused infrastructure, KoreInside enables private market transactions to be completed with greater transparency and trust. The solution is designed to help firms streamline operations, reduce friction, and support capital formation in private markets.

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 Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Firms in search of a tool to streamlines their back, middle, and front office operations

Audience

KoreInside is designed for broker-dealers, transfer agents, issuers, private market platforms, financial institutions, legal professionals, and other regulated intermediaries involved in private capital market transactions

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

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$150 per month
Free Version Supported
Free Trial 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:

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Reviews/Ratings

Overall 4.2 / 5
ease 4.0 / 5
features 4.0 / 5
design 3.5 / 5
support 3.2 / 5

Pros & Cons from Real Users

Pros

  • System easy to use. I booked a call and received all the necessary support. Transfer agent, cap table management and shareholder communication in one system, it made me gain time.
  • The platform and team helped me through my RegCF process from the beginning. I wouldn't know how to do it 100% compliantly without them.
  • Some of the team members are friendly, although they are often difficult to reach. The concept of a fully-integrated platform is good.
  • Our company has this platform on our website, for all our thousands of shareholders. It's completely private label to us, including all email templates.

Cons

  • Sometimes the site speed is a little bit slow. The response time when I had questions could faster.
  • Support could improve. Investors have complained about their SLA.
  • When we signed up in late 2021, the tech was sold as fully-functional with promises of improvements coming imminently. The improvements were significantly delayed and/or not deployed. As-is, the tech felt like MVP and was not well received by our investors. Customer service was poor.
  • Nothing, there is nothing in the market like this for private companies anywhere.

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Aduro Advisors
United States
www.fundpanel.io

Company Information

Kore Inc
Founded: 2016
United States
kore.inc/

Alternatives

Alternatives

Categories

Categories

Investor Relations Features

Automated Reporting Not Supported
Compliance Management Supported
Custom Emails / Newsletters Supported
Data Centralization Not Supported
Deal & Acquisition Management Supported
Document Creation Not Supported
Document Management Not Supported
Electronic Signature Not Supported
Investor CRM Supported
Investor Transactions / Valuations Supported
IR Website Builder Supported

Equity Management Features

Cap Table Management Supported
Deal Management Supported
Document Storage Not Supported
ESOP Management Not Supported
Financial Modeling Supported
Options Management Supported
Participant Portal Supported
Portfolio Management Supported
Private Equity Supported
Public Equity Supported
Valuation Management Supported
Vesting Management Supported
VSOP Management Not Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Not Supported

Virtual Data Room Features

Anonymity Management Not Supported
Audit Trail Not Supported
Collaboration Not Supported
Data Protection Not Supported
Data Storage Management Not Supported
Document Tagging Not Supported
Due Diligence Management Supported
Procurement Management Not Supported
Project Management Not Supported
Role-Based Permissions Not Supported
Secure Preview Not Supported

Integrations

Canals Not Supported

Integrations

Canals Supported
Claim FundPanel and update features and information
Claim FundPanel and update features and information
Claim KoreInside and update features and information
Claim KoreInside and update features and information