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About

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.

About

Conference calls, transcripts, slide decks & reports. Easily accessible in one place. Browse through our list of 5000+ companies. Used by some of the most prestigious financial institutions in the world. Do what hundreds of thousands of other investors do. Use Quartr for free access to conference calls, transcripts, slide decks & reports. Besides our Beta IR platform, we have also created some third-party integrations, one of them is our Embedded Player. With just a few lines of code your company's latest presentation, together with the accompanying docs, will be instantly available on your website, and automatically updated once a new event has taken place. Automatically updated to the latest event. Average uploading time of 11 minutes. Easily embedded on your site with a few lines of code. Includes the accompanying docs. Skip straight to the Q&A. Collect listen/read data from investors. Intuitive user experience, with everything in one place.

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

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

Audience

Financial institutions in search of a tool to access to conference calls, transcripts, and reports

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

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Free
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:

Review this Software

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:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FundFormer
Founded: 2017
United States
www.fundformer.com

Company Information

Quartr
Sweden
quartr.com

Alternatives

Alternatives

Backstop

Backstop

Backstop Solutions Group
Anduin Fund Subscription

Anduin Fund Subscription

Anduin Transactions

Categories

Categories

Integrations

Amazon Web Services (AWS)
Docusign
Dropbox Sign

Integrations

Amazon Web Services (AWS)
Docusign
Dropbox Sign
Claim FundFormer and update features and information
Claim FundFormer and update features and information
Claim Quartr and update features and information
Claim Quartr and update features and information