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What is FinBursa 360?

FinBursa is an AI-powered platform specifically designed for businesses operating in private markets, allowing small to mid-sized firms to efficiently oversee their relationships, transactions, and fundraising initiatives all from a single, unified interface, thus eliminating the necessity for traditional CRMs, spreadsheets, shared drives, and improvised data rooms. This platform provides an all-encompassing CRM feature that offers a unified view of investors, issuers, companies, and funds, while its Deal Management functionalities boast AI-driven workflows, collaborative workspaces, secure data rooms, and meticulous tracking of due diligence activities. Additionally, the Fundraising tools come with a limited partner portal, collaborative environments, and automated reporting capabilities. Every workflow is crafted to incorporate AI assistance, facilitate secure collaboration among various stakeholders, and feature a robust document management system, thereby guaranteeing a fluid user experience. Exclusively catering to institutional, qualified, and professional investors, FinBursa does not operate as a broker or advisor and intentionally avoids offering any investment guidance. It functions on a subscription basis devoid of success or transaction-related charges, positioning itself as a clear and efficient option for participants in the professional market. This innovative platform is reshaping how private market transactions are managed, ultimately enhancing operational efficiency and collaboration.

What is Dasseti?

Dasseti provides cutting-edge software solutions specifically designed for the due diligence and oversight of asset and fund managers. By incorporating a comprehensive and flexible array of features, Dasseti simplifies the evaluation of funds with innovative tools like a digital due diligence questionnaire engine, an automated system for flagging and scoring responses, management of research and reviews, customer relationship management (CRM), collaboration capabilities, workflow oversight, an external managers portal, and extensive analytics. Our goal is to empower both investors and investment consultants to improve the efficiency of their fund monitoring and due diligence efforts through advanced digitization and automation techniques. The services offered by Dasseti cater to a wide range of clients, including investment consultants, pension funds, sovereign wealth funds, endowments, foundations, family offices, wealth management firms, funds of funds, insurance firms, and banks, assisting them in the selection and oversight of managers across various asset classes like equities, fixed income, hedge funds, private equity, real estate, and infrastructure projects. Ultimately, Dasseti seeks to transform the way these organizations handle their investment strategies and build relationships, fostering a more efficient, transparent, and effective investment landscape. In doing so, we aspire to set a new standard in the industry for due diligence and asset management practices.

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Integrations Supported

Amazon Web Services (AWS)
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft Word
Preqin
Tableau

Integrations Supported

Amazon Web Services (AWS)
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft Word
Preqin
Tableau

API Availability

Has API

API Availability

Has API

Pricing Information

$1700/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FinBursa Technologies Ltd

Date Founded

2024

Company Location

United Arab Emirates

Company Website

www.finbursa.com

Company Facts

Organization Name

Dasseti

Date Founded

2018

Company Location

United States

Company Website

www.dasseti.com

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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