|
SAAS MODEL STREAMLINES DEAL FLOW
With our Software as a Service (SaaS) model, your secure fund portal can be up and running within hours - without adding hardware or software. Plus Fundability’s deal flow management application integrates easily with your existing website.
| |
|
|
|
| |
|
|
|
|
|
BRAND EXTENSION
Your deal management platform extends your firm’s brand with your logo and colors. Seamless integration with a consistent look & feel. Customizable dashboard centralizes team communications on deals and due diligence. |
|
|
|
|
|
 |
SECURE DOCUMENT MANAGEMENT
Create a single point of control for document access, review and revision. Leave comments for others on your team to review or ask questions of the company’s management team. An open (or private) web-based dialogue speeds up investment decisions. |
|
|
|
|
|
|
|
AUTOMATED DEAL CAPTURE & ASSIGNMENT
Sort and filter key deals and be alerted immediately when one matches your firm’s SweetSpot. Automatic deal assignment to members based on key deal criteria. Gather deal information and be notified from any web-enabled device. |
|
|
|
|
|
|
|
|
|
|
|
DEAL SYNDICATION & DUE DILIGENCE
Open a deal room for group syndication. Reach out to your syndication partners and collaborate within a private, shared, space. Notes, activities, and documents viewable to a permission-based group. Deal commentary dialogue captured and shareable. |
|
|
|
|
INVESTMENT ANALYTICS & REPORTING
Real-time updates on your investment activities. Get a holistic overview of your organization; how many deals are being reviewed; number of declined deals; deals by stage of review. Create reports for weekly partner meetings. |
|
|
|