Overview
What is FundEngine?
FundEngine is an investor and deal engagement platform offered by InvestorFlow. According to the vendor, it is designed to help investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences while increasing productivity and engagement....
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What is FundEngine?
FundEngine is an investor and deal engagement platform offered by InvestorFlow. According to the vendor, it is designed to help investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences while increasing productivity and engagement. FundEngine integrates deal flow management, fundraising, reporting, and investor services into one cloud-native platform. It is said to be suitable for firms of all sizes, from small to large, and is utilized by professionals in the investment banking, alternative asset management, fund administration, and wealth management industries.
Key Features
Intelligent & Data-Driven Origination: According to the vendor, FundEngine offers intelligent origination capabilities, leveraging data-driven insights to help users source deals faster and make informed investment decisions.
Enterprise Deal & Fundraising Pipeline Management: FundEngine provides a comprehensive deal and fundraising pipeline management system, allowing users to track and manage contacts, investors, prospects, commitments, and deals within a CRM tailored to their needs. Integration with email and calendar systems is said to enhance user experience and productivity.
Personalized Digital Investor Experiences: FundEngine enables users to create personalized digital experiences for investors, generating branded, institutionally wrapped communications for private placements. The platform also allows for the customization of investor portals to provide a seamless and engaging experience, with detailed reporting on capital accounts, IRRs, and DPI.
World-class Investor Portals: FundEngine offers investor portals that provide comprehensive reporting capabilities. Users can generate reports with detailed information on capital accounts, IRRs, and DPI. The portals are designed to provide a professional and user-friendly interface for investors, with drill-down functionality for in-depth analysis and transparency.
CRM Designed for Funds and Deals: FundEngine provides a CRM specifically designed for funds and deals, allowing users to manage contacts, investors, prospects, commitments, and deals within the CRM. The CRM offers workflows and tools tailored to the needs of investment professionals, with integration options for systems like Salesforce, DocuSign, and Seismic.
Next Gen Fundraising & Marketplaces: According to the vendor, FundEngine offers next-generation fundraising capabilities and marketplaces, allowing users to create branded communications for private placements. The platform supports the management of fundraising processes and investor engagement, with integration options for systems like MS Dynamics.
Workflows Built for Fund Administration: FundEngine provides workflows specifically built for fund administration, streamlining processes such as generating and emailing capital calls and distribution notices. According to the vendor, this can improve efficiency and accuracy in fund administration tasks.
Compliance Rules Codified: According to the vendor, FundEngine helps users comply with regulatory requirements by codifying compliance rules. Users can generate FACTA reports and output XML data files, and the platform supports IRS Electronic K-1 rules and QMS processes.
API for the Enterprise: According to the vendor, FundEngine offers an API for seamless enterprise-level integration with other systems such as Salesforce, DocuSign, and Seismic. Users can connect FundEngine with their existing CRM systems, enhancing data flow and management.
FundEngine Features
- Supported: Calendar/Reminder System
- Supported: Contact Management
- Supported: Document Storage
- Supported: Email Marketing
- Supported: Interaction Tracking
- Supported: Internal Chat Integration
- Supported: Lead Management
- Supported: Marketing Automation
- Supported: Quotes/Estimates
- Supported: Segmentation
- Supported: Task Management
- Supported: Territory Management
FundEngine Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Web-Based, Android, iPhone, iPad |