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What is Platvix?

Enhance your investment proposal, engage more effectively with potential backers, and secure the funding you need through our cutting-edge AI-powered investment platform, specifically designed to propel your business forward. Say goodbye to the unpredictability of fundraising by simply uploading your pitch deck, which will provide you with AI-driven investment insights, personalized connections to the right investors, and a streamlined path to your next funding round. Revolutionize your startup’s future with smart analytics, strategic networking opportunities, and an efficient fundraising approach. Utilize data-rich metrics to assess your startup's performance, analyze market trends, and formulate a convincing investment story with precision. Our advanced platform combines thorough data evaluation with competitive analysis, ensuring you have access to the critical metrics that truly matter in today’s landscape. Boost your pitch with insights that highlight your strengths while demonstrating your competitive edge, making you a more appealing choice for investors. Furthermore, our intelligent AI algorithm evaluates a wide array of data points to connect you with investors who genuinely align with your vision and specific needs. By leveraging these sophisticated tools, you not only set your startup up for success but also unlock a realm of unprecedented growth opportunities. With our platform, you can confidently navigate the complexities of fundraising and position yourself for a prosperous future.

What is Asset Class?

Transform your client service experience without upfront implementation fees by spreading the costs across your contract's duration, allowing you to deliver the outstanding service your clients deserve from the very start. Quick deployment is vital for our clients to realize immediate benefits, and our dedicated in-house project and customer success teams ensure your platform becomes operational in weeks rather than months. For those who need a customized setup, we provide extensive consulting and professional services tailored to your unique requirements. Whether it’s designing bespoke workflows or developing specialized software, we stand ready to help. Our offerings encompass smooth client onboarding, online data rooms for your funds, streamlined document management, eSignature capabilities, and a powerful Investor portal. By moving your capital raising processes online, you can significantly cut down on both fundraising time and costs while delivering an exceptional experience for your clients. This empowers them to easily navigate your offerings and access educational resources through integrated data rooms, making the whole process more seamless and user-friendly. Additionally, this strategy not only boosts client satisfaction but also enhances the overall efficiency of your operations, ultimately leading to a more successful business model. As you embrace this transformation, you can expect to see a marked improvement in both client engagement and retention.

Media

Media

Integrations Supported

ActiveCampaign
Box
Docusign
Dropbox
Google Workspace
LinkedIn
Microsoft Outlook
Salesforce
Slack
TD Ameritrade
Xero
Zoom

Integrations Supported

ActiveCampaign
Box
Docusign
Dropbox
Google Workspace
LinkedIn
Microsoft Outlook
Salesforce
Slack
TD Ameritrade
Xero
Zoom

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

Platvix

Date Founded

2024

Company Location

United Kingdom

Company Website

platvix.com

Company Facts

Organization Name

Asset Class

Company Location

United States

Company Website

www.assetclass.com

Categories and Features

Categories and Features

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

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

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

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