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

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Company Information

FundFormer
Founded: 2017
United States
www.fundformer.com

Videos and Screen Captures

FundFormer Screenshot 1
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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 Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Client Management Not Supported
Commodities Not Supported
Risk Management Not Supported
Benchmarking Not Supported
Fund Management Not Supported
Accounting Management Not Supported
Data Import / Export Not Supported
Bonds / Stocks Not Supported
Modeling & Simulation Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Compliance Reporting Not Supported

Investor Relations

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

Subscription Management

Cancellation Management Not Supported
Dunning Management Not Supported
Product Catalog Not Supported
Revenue Recognition Not Supported
Self Service Portal Not Supported
Tax Management Not Supported
Usage Tracking/Analytics Not Supported
Discount / Coupon Management Not Supported
Enrollment Management Not Supported
Recurring Billing Not Supported
Revenue Recovery Tools Not Supported
Subscription Plan Management Not Supported
Trial Management Not Supported