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What is MyFormData?

Capture, verify, and enhance data from your web-form visitors instantly with MyFormData. This innovative platform allows businesses to transform web-form submissions into valuable leads without delay. By utilizing the MyFormData Platform (SaaS), marketers can significantly boost their revenue through real-time data verification and visitor engagement, leading to improved conversion rates. Furthermore, MyFormData harnesses the power of your existing traffic to generate additional leads. With access to a robust database of 3 billion records, you can connect with businesses that align with your interests. The platform also provides essential insights, including location, contact details, IP address, device information, and a wealth of other pertinent data. Moreover, you have the option to streamline your web-forms, ensuring you capture a greater number of leads while retaining all necessary information. This combination of features positions MyFormData as a powerful tool for enhancing your marketing strategy.

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.

Media

Media

Integrations Supported

AdRoll
Amazon Web Services (AWS)
Constant Contact
Docusign
Dropbox Sign
Freshsales
Google Analytics
Google Docs
HubSpot CRM
HubSpot Customer Platform
Insightly
Keap
Kit
Mailchimp
Pipedrive
Salesforce Agentforce Marketing
SendGrid
Shopify
Slack
Zoho CRM

Integrations Supported

AdRoll
Amazon Web Services (AWS)
Constant Contact
Docusign
Dropbox Sign
Freshsales
Google Analytics
Google Docs
HubSpot CRM
HubSpot Customer Platform
Insightly
Keap
Kit
Mailchimp
Pipedrive
Salesforce Agentforce Marketing
SendGrid
Shopify
Slack
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

500/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

MyFormData

Date Founded

2018

Company Location

United States

Company Website

myformdata.com

Company Facts

Organization Name

FundFormer

Date Founded

2017

Company Location

United States

Company Website

www.fundformer.com

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

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

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