Audience

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

About FundFormer

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.

Integrations

Ratings/Reviews

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

Company Information

FundFormer
Founded: 2017
United States
www.fundformer.com

Videos and Screen Captures

FundFormer Screenshot 1
Other Useful Business Software
Auth0 for AI Agents now in GA Icon
Auth0 for AI Agents now in GA

Ready to implement AI with confidence (without sacrificing security)?

Connect your AI agents to apps and data more securely, give users control over the actions AI agents can perform and the data they can access, and enable human confirmation for critical agent actions.
Start building today

Product Details

Platforms Supported
Cloud
Training
Live Online
Support
Online

FundFormer Frequently Asked Questions

Q: What kinds of users and organization types does FundFormer work with?
Q: What languages does FundFormer support in their product?
Q: What kind of support options does FundFormer offer?
Q: What other applications or services does FundFormer integrate with?
Q: What type of training does FundFormer provide?

FundFormer Product Features

Investment Management

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

Investor Relations

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

Subscription Management

Cancellation Management
Dunning Management
Product Catalog
Revenue Recognition
Self Service Portal
Tax Management
Usage Tracking/Analytics
Discount / Coupon Management
Enrollment Management
Recurring Billing
Revenue Recovery Tools
Subscription Plan Management
Trial Management