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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 Equisolve?

Our approach provides an exceptionally engaging experience for investors and analysts alike, greatly reducing the pressures on issuers. With visually striking designs and a content strategy anchored in data, investors will find the interaction thoroughly captivating. Each investor relations website we create is designed to comply with ADA WCAG 2.1 AA standards, adhere to GDPR and CCPA regulations, utilize HTTPS security, and ensure mobile responsiveness. Our clients enjoy unmatched proactive service that is available around the clock and entirely based in the U.S. Additionally, the Equisolve control environment is subjected to stringent SOC 2 Type II audits, and we incorporate single sign-on (SAML) and multi-factor authentication, all while boasting the most rapid and reliable global infrastructure of any IR website provider, a claim validated by an independent third party. Moreover, every IR website is meticulously tailored to comply with SEC regulations and exchange standards, ensuring a smooth user experience. What truly sets us apart is our innovative approach to content strategy combined with artistic design, which creates a unique offering in the marketplace. Our dedication to staying ahead of industry trends not only elevates our services but also maximizes the value we provide to our clients, fostering long-term partnerships. The seamless integration of technology and design in our solutions ensures that our clients are always equipped to meet the evolving demands of their stakeholders.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Docusign
Dropbox Sign

Integrations Supported

Amazon Web Services (AWS)
Docusign
Dropbox Sign

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

FundFormer

Date Founded

2017

Company Location

United States

Company Website

www.fundformer.com

Company Facts

Organization Name

Equisolve

Date Founded

2006

Company Location

United States

Company Website

www.equisolve.com/ir-websites

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

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

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