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What is bunch?

Bunch offers a robust platform designed for leading investors, funds, and founders to carry out transactions in a secure and efficient manner. You can leverage our extensive network of partners or collaborate with your selected legal firm to digitally establish your entity with ease. This enables your investors to subscribe to your fund conveniently online, incorporating integrated Know Your Customer (KYC) and Anti-Money Laundering (AML) checks, as well as electronic signatures for added convenience. Our Alternative Investment Fund Manager (AIFM) services are crafted to streamline regulatory hurdles within your operations. Benefit from our partnerships to secure domiciliation in preferred jurisdictions that align with your requirements. Say goodbye to the burdens of manual bookkeeping by utilizing our automated fund accounting solutions, tailored for your funds and Special Purpose Vehicles (SPVs). You can also produce customized performance reports and capital accounts, ensuring that your investors stay informed and engaged throughout their investment journey. By adopting a proactive approach to your investments, you can make well-informed decisions at every stage. Ensure satisfaction among your Limited Partners (LPs) by providing them with a smooth process and a contemporary digital experience. Governance voting can be conducted directly on the platform, with secure tracking of outcomes supported by audit logs, ensuring transparency and accountability. Furthermore, our platform cultivates a collaborative atmosphere where stakeholders can effortlessly access critical information, enhancing overall engagement and communication. This holistic approach not only improves operational efficiency but also fosters stronger relationships with all parties involved.

What is First Rate Vantage?

First Rate, a leading provider of financial technology and services specifically designed for the wealth management industry, has successfully acquired Vantage Software, aiming to boost their market presence and global reach by leveraging the combined capabilities of both organizations. With First Rate Vantage, advisors in private equity, venture capital, and real estate are now equipped with a centralized platform for managing every aspect of a fund's lifecycle, which encompasses in-depth reporting on private investments, including deal flow management, partnership accounting, and investor reporting. To learn more about how Vantage can enhance your operations, please select the relevant option below! In 2021, First Rate, Inc. recognized an opportunity to leverage its vast experience and robust client relationships, leading to the strategic acquisition of Vantage. For over thirty years, First Rate has dedicated itself to providing innovative solutions and services that help financial firms achieve full transparency, bolster operational efficiency, and assist advisors in developing more informed and effective investment strategies for their clients. This acquisition represents a pivotal moment in First Rate's ongoing commitment to innovation and client success, signifying their intention to continually evolve in the competitive financial landscape. Ultimately, this merger exemplifies First Rate's dedication to enhancing the wealth management experience for their clients.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

bunch

Company Location

Germany

Company Website

www.bunch.capital/product

Company Facts

Organization Name

First Rate Vantage

Date Founded

1999

Company Location

United States

Company Website

vantage-software.com/about-us/

Categories and Features

Entity Management

Access Control
Compliance Management
Contract Management
Corporate Structure Management
Document Assembly
Due Date Tracking
Electronic Filing
Electronic Signature
Multi-Jurisdictional
Ownership Tracking
Records Tracking
Registered Agent Services Integration
Subsidiary Governance
Task Management

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

Categories and Features

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

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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