Name: FundEngine
Author: Cloud Theory

Help Desk

Web and Video Conferencing

Customer Support

Feature Management

Functional Testing

Mind Mapping

Development

Business Intelligence (BI)

Calibration Management

Collaboration

Dropshipping

Enterprise Search

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Employee Performance Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

3D Printers

3D Printing

Business Process Automation

Cloud Storage

Configuration Management

DevSecOps

Disk Cloning

Fraud Detection

IT Professional Services

Integration Platform as a Service (iPaaS)

Interoperability

Metadata Management

Network Access Control (NAC)

Network Performance Monitoring

Remote Monitoring and Management

SaaS Backup

Scale-Out Storage

Server Virtualization

Static Application Security Testing (SAST)

Storage Area Network

Test Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Event Management

Marketing Attribution

Marketing Automation

Search Marketing Intelligence

Social Media Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Sales

Secure Service Edge (SSE)

Security

Car Rental

Construction Accounting

Direct Secure Messaging

Home Health Care

Hospital Management

Medical Office EMR & EHR

Population Health Management

Veterinary

Vertical-Specific

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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.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

FundEngine

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Cloud Theory

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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FundEngine

Overview

What is FundEngine?