WebVisionImagineer Technology Group
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Related Products
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About
Orca is a unified fund management platform designed specifically for venture capital and private equity firms to automate and streamline core fund workflows in a single system, replacing manual processes and disparate tools with connected end-to-end capabilities that improve efficiency and insight. Built with input from dozens of VC firms, Orca centralizes investor relations and onboarding through a modern digital LP portal and automates subscription workflows, portfolio performance tracking, fund performance analytics, prediction models, market analysis, financial statements, and customized reporting dashboards that support data-driven decisions and help firms monitor key performance indicators in real time. It also includes secure data rooms for organizing and sharing critical documents with prospective investors, integrates investor and portfolio company data to produce detailed performance views, and delivers tailored dashboards.
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About
WebVision is a highly-secure, fully customizable cloud-based website content management system (CMS) and investor portal platform used by asset managers to address the demands of their clients for access to fund marketing materials, account and fund-level performance data, and other reporting requirements. WebVision is deployable as a fund or investor reporting module connected to an existing website, or as a stand-alone custom website built from the ground up by Imagineer’s in-house design services team. All investor and prospect communications can be automated through this powerful and secure online portal. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. Utilize the integrated Fiveblocks reputation management platform to analyze user activities, monitor your digital reputation, and build your brand.
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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
Venture capital and private equity professionals who need a unified fund management platform to automate operations, investor relations, portfolio tracking, and reporting
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Audience
Companies searching for a solution to manage their assets and website content
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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 InformationORCA
United States
www.orcainc.com
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Company InformationImagineer Technology Group
Founded: 1998
United States
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
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Alternatives |
Alternatives |
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Categories |
Categories |
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Content Management Features
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Equity Management Features
Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management
VSOP Management
Financial Services Features
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Virtual Data Room Features
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
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Integrations
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
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