Company Website

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Ratings and Reviews 2 Ratings

What is FundFormer?

FundFormer streamlines the processing of fund documents for alternative asset managers and investors, enabling quicker operations. Our onboarding portal is tailored specifically for those investing in hedge funds, venture capital, and private equity. It transforms subscription documents into web-based forms that seamlessly incorporate eSignature capabilities. FundFormer efficiently converts existing documents such as investor questionnaires, tax forms, and FACTA-CRS forms into smart webforms that utilize conditional logic for enhanced user experience. Additionally, FundFormer facilitates coordination among all parties involved during the fundraising process, which includes investors' financial advisors and legal representatives. Custom data exports can also be generated for purposes of fund administration or investor onboarding. A dedicated FundFormer professional is available to support you throughout your fund's entire lifecycle, ranging from the initial launch to the final closure and even in managing subsequent secondary transactions. This comprehensive service ensures that all aspects of fund management are handled with expertise and efficiency.

What is B2i?

B2i Technologies offers customizable, fully integrated corporate and investor relations website solutions built to provide full control and seamless connectivity. Our platform is developed to fit naturally within a company’s existing corporate website, instead of requiring a move to a proprietary hosting platform. With modular data components, ready-to-use APIs, and a dedicated WordPress plugin, we deliver complete investor relations capabilities directly inside your existing digital framework. Unlike many competing providers that place IR content on proprietary systems or separate subdomains, our approach takes a different path.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Docusign
Dropbox Sign
SendGrid

Integrations Supported

Amazon Web Services (AWS)
Docusign
Dropbox Sign
SendGrid

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$125 per month
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

FundFormer

Date Founded

2017

Company Location

United States

Company Website

www.fundformer.com

Company Facts

Organization Name

B2i Technologies, Inc.

Date Founded

2000

Company Location

United States

Company Website

www.b2itech.com

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

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

Categories and Features

Financial Data APIs

Effortlessly integrate real-time investor relations data and tailor-made content into any website without the need to switch platforms, courtesy of our innovative IR data widgets. With B2i’s IROffice tools, updates are quick and straightforward. Our data widgets are specifically crafted for publicly traded companies. Reasons Why Teams Prefer B2i Widgets Unlike other data widgets that solely provide automated feeds like SEC filings or stock prices, B2i’s DataAnywhere and IROffice allow you to showcase and oversee any content you desire. With IROffice, your investor relations team—or ours—can handle both automated and manual content without needing developers. This translates to reduced time, expenses, and complexities in managing your investor relations website. Enhance your current website while elevating your investor relations experience Rapid implementation without the expenses of a complete overhaul Dependable, compliant investor relations data delivered in real-time Reduced reliance on vendors and increased control for your team Lower annual expenses compared to full-site vendor solutions Dedicated support from real professionals—no tickets, no waiting.

Investor Relations

Your platform serves as a primary resource for investors, analysts, and stakeholders seeking information. B2i offers an all-in-one solution that consolidates your corporate and investor relations (IR) content seamlessly. We specialize in designing, hosting, and providing comprehensive support for your website through our dedicated corporate IR design services. A Cohesive Website Crafted to Enhance Your Entire Organization Ownership is key—you retain complete control, not the vendor. Whether it's your team or ours, updating content is a breeze with our intuitive, point-and-click IROffice portal. No technical expertise or access to the main site is required, ensuring that your content remains up-to-date without complicating website management. What Our Custom IR Website Services Include: - A contemporary corporate design that reflects your brand identity and is entirely under your ownership. - Integrated IR data feeds that provide access to financial information, filings, news updates, email alerts, and more. - A secure and dependable hosting environment with continuous monitoring, available 24/7/365. - Consistent support with no need for ticketing or long waiting times—just genuine assistance from real professionals.

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Whistleblowing

B2i offers a confidential whistleblower hotline and a secure online form designed to assist with compliance in corporate governance.

Access Controls / Permissions
Automated Routing
Compliance Management
Customizable Branding
Multi-Language Support
Real-Time Chat
Reporting / Analytics
Workflow / Process Automation

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