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About

SeedForge turns your deck and a 30-minute AI session into a living, investor-ready profile that investors explore before the first call, then matches you with the right investors and runs founder-approved outreach from your own LinkedIn. Best for a first-time founder who wants to know what investors will push on before the first meeting, and who is tired of repeating the same twelve answers in every call. The profile lives at one link and stays current because you keep it that way: rerun a session as the business changes, upload a new deck, update the numbers. An investor who looks again a month later sees the business as it is today rather than the deck from the last raise. Your data stays private by default, and nothing is shared until you send someone your link.

About

WealthBlock is an all-in-one white label capital raising and investor management platform used by asset managers, wealth managers, and intermediaries to streamline the entire private investment journey. It comes with the following benefits: 1. All-in-one features CRM, data room, sub doc e-signing flow, compliance checks, online payment, automated email marketing automation, engagement data analytics, etc. 2. All-in-one workflows: investor outreach & nurturing, investor onboarding, investment processing, capital call & payment collection, post-raise reporting, and investor communication. 3. All-in-one integration: API ready, Webhook ready, vendor agnostic, support single-sign-on and 2FA e.g.

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

First-time founders preparing a pre-seed or seed raise who want to know what investors will push on before the first meeting.

Audience

VC, PE, Real Estate Investment Firms, Wealth Management Firms, Funding Portals, Broker Dealers

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

No images available

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:

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Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

Pros & Cons from Real Users

Pros

  • I don't like the website any longer because I couldn't login into my portal or reset my password. Am not happy that I cannot access find too.

Cons

  • I am an investor on the website since 2018. Lately, I don't like the website any longer because I couldn't login into my portal or reset my password. I have sent several messages to them but they failed to attend to my complaint up till now.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

SeedForge
Dover, Delaware, United States
seedforge.com

Company Information

WealthBlock
Founded: 2018
United States
wealthblock.ai/

Alternatives

Alternatives

Allvue

Allvue

Allvue Systems
InteractPitch

InteractPitch

Interact AI
AIM

AIM

Altvia Solutions
eFront

eFront

eFront, a part of BlackRock

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations Features

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
Investor CRM
Investor Transactions / Valuations
IR Website Builder

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

Integrations

Calendly
Docusign
Dropbox Sign
Google Analytics
Google Data Studio
Mailchimp
Mangopay
Onfido
Plaid
Stripe
Twilio
Vertalo
Zapier
Zoom
tZERO

Integrations

Calendly
Docusign
Dropbox Sign
Google Analytics
Google Data Studio
Mailchimp
Mangopay
Onfido
Plaid
Stripe
Twilio
Vertalo
Zapier
Zoom
tZERO
Claim SeedForge and update features and information
Claim SeedForge and update features and information
Claim WealthBlock and update features and information
Claim WealthBlock and update features and information