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Fundwave Portfolio Management from Fundwave
Automates fund management processes, provides real-time performance tracking, and supports exit planning with in-depth reporting capabilities.
Product analysis by function
Exit Planning Solutions for Portfolio Management
Software for scenario modeling of potential exits, managing data rooms for acquisition processes, and tracking potential acquirers.
More Exit Planning Solutions
More Portfolio Management ...
Scenario Modeling & Valuation
(5 Yes /5 Known /12 Possible features)
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Scenario Builder Allows creation of customizable exit scenarios with assumptions for valuations, timing, structure, etc. |
Fundwave allows scenario creation for exit planning as noted in the product documentation regarding exit planning and customizable modeling. | |
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Waterfall Analysis Models capital distribution across stakeholders for each exit scenario. |
Fundwave's exit planning module includes capital distribution modeling, which matches the description for waterfall analysis. | |
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Return Forecasting Projects IRR, MOIC, and other return metrics based on input scenarios. |
Return forecasting, including IRR and MOIC, is specifically referenced as a feature in Fundwave reporting and scenario analysis. | |
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Sensitivity Analysis Tests key variables' impact on projected outcomes. |
Sensitivity analysis is highlighted among scenario planning and risk assessment capabilities. | |
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Market Benchmarking Compares modeled exits to market comparables. |
The platform touts benchmarking to market comparables as part of its reporting and valuation process. | |
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Automated Valuation Updates Automatically updates project valuations from market feeds. |
No information available | |
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Convertible Instruments Modeling Supports modeling of SAFEs, convertible notes, etc. in exit scenarios. |
No information available | |
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Secondary Sale Simulation Simulates the effects of partial share sales to third parties. |
No information available | |
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Exit Probability Weighting Allows users to assign likelihoods to modeled scenarios. |
No information available | |
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Scenario Version Control Tracks, saves, and compares different scenario models over time. |
No information available | |
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Speed of Calculation Time taken to run scenario simulations and analyses. |
No information available | |
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Scenario Storage Capacity Maximum number of scenarios that can be saved and managed. |
No information available |
Data Room & Document Management
(6 Yes /6 Known /12 Possible features)
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Virtual Data Room (VDR) Centralized, secure document repository for acquisition and diligence processes. |
No information available | |
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Granular Permissions Fine-grained user and document access controls. |
Described on Fundwave site: user and document permissions allow for granular control consistent with granular permissions feature. | |
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Audit Logging Tracks who accessed, downloaded, or edited documents. |
No information available | |
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Expiration & Watermark Controls Manages document expiry dates and watermarking for confidentiality. |
No information available | |
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Bulk Document Upload Allows multiple files to be uploaded simultaneously. |
Bulk document upload function is explicitly mentioned in Fundwave's document management features. | |
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Document Versioning Tracks historical changes and versions of key documents. |
Document versioning is included as part of Fundwave's audit trail and document history tools. | |
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Integration with Cloud Storage Connects to services like Google Drive, Dropbox, etc. |
Integration with cloud storage mentioned in feature lists (e.g., Google Drive) on Fundwave's website. | |
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Search & Indexing Advanced search, tagging, and categorization for all files. |
Advanced search and file indexing are present as document features. | |
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Encryption at Rest & in Transit Ensures industry-standard encryption for all stored and shared documents. |
File encryption is listed as a security measure by Fundwave, supporting this feature. | |
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Secure Q&A Section Facilitates Q&A between buyers and sellers in a controlled environment. |
No information available | |
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Max Document Storage Total storage allocated for the data room. |
No information available | |
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Max Concurrent Users Number of simultaneous users allowed access. |
No information available |
Acquirer & Buyer Management
(5 Yes /5 Known /11 Possible features)
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Acquirer Database Centralized repository for potential acquirers, partners, and interested parties. |
No information available | |
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Engagement Tracking Logs interactions, outreach, and deal progress for each acquirer. |
No information available | |
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Interest Scoring Scores each acquirer's likelihood to proceed based on configurable criteria. |
No information available | |
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Pipeline Visualization Visualizes the acquisition funnel and acquirer engagement status. |
Visualization of portfolio/exits pipeline and buyer engagement is described, supporting pipeline visualization. | |
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Contact & Relationship Management Stores key points of contact, notes, and relationship histories. |
Contact and relationship management is listed as a portfolio feature. | |
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Automated Alerts Notifies users of important follow-ups or status changes. |
Automated notifications and alerts regarding changes and deadlines present in the system. | |
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Document Sharing for Acquirers Enables permission-based document distribution to interested buyers. |
Document sharing with permission levels for different buyers/acquirers is mentioned. | |
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Bulk Import/Export Allows importing and exporting acquirer lists and associated data. |
Bulk import/export of acquirer and deal data is among data management features. | |
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Tagging & Segmentation Segment acquirers by industry, location, strategic/financial, etc. |
No information available | |
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Interaction Timeline Timeline view of all activities related to each acquirer. |
No information available | |
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Acquirer Storage Limit Maximum number of acquirers the system can handle. |
No information available |
Integration & API Connectivity
(5 Yes /5 Known /8 Possible features)
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CRM Integration Connects with popular CRM tools (Salesforce, HubSpot, etc.). |
Salesforce and HubSpot integration is specifically mentioned on Fundwave integrations page. | |
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Portfolio Management Integration Syncs with existing portfolio management software. |
No information available | |
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Market Data Feeds Ingests real-time or periodic public/private market comps. |
Integration with market data is referenced for valuation and benchmarking. | |
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API Access Open API for custom integrations and data extraction. |
API access is provided for custom data integrations according to developer documentation. | |
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Single Sign-On (SSO) Supports federated identity standards (SAML, OAuth, etc.). |
Single sign-on with SAML and OAuth supported, as mentioned in compliance sections. | |
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Data Export Exports data in multiple formats (CSV, XLSX, PDF, etc.). |
Data export options (CSV, XLS, PDF) highlighted in product literature and support documentation. | |
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Webhook Support Triggers workflow automations on data changes. |
No information available | |
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Integration Capacity Maximum number of concurrent third-party systems connected. |
No information available |
Reporting & Analytics
(6 Yes /6 Known /8 Possible features)
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Custom Dashboard Builder Builds tailored dashboards around key exit KPIs. |
Custom dashboard builder is shown in product screenshots and feature lists. | |
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Automated Scheduled Reports Sends periodic exit scenario, progress, and due diligence reports automatically. |
Scheduled reports are mentioned in the exit planning module and reporting documentation. | |
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Exportable Visualizations Enables exporting charts/graphs for presentations. |
Exportable visualizations available for presentations, per feature highlights. | |
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Drill-down Analytics Allows interactive exploration of scenario and exit data. |
Dashboard and analytics module offers drill-down (interactive) exploration. | |
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Benchmarking Analytics Compares performance to peer funds or industry exit averages. |
No information available | |
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Real-Time Updates Dashboards update as data changes. |
Dashboards and KPIs are updated in real time as per product overview. | |
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Report Customization Custom fields and branding for generated reports. |
Report customization supported with custom fields and branding per documentation. | |
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Max Saved Dashboards Number of dashboards that can be saved per user. |
No information available |
Security & Compliance
(7 Yes /7 Known /8 Possible features)
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Role-Based Access Control Granular user permissioning by data type and action. |
Role-based access control across modules and documents detailed in security section. | |
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GDPR/CCPA Compliance Features and legal terms to support compliance requirements (including data subject requests, right to erasure, data minimization, etc.). |
Fundwave claims GDPR/CCPA compliance, including data subject features. | |
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Multi-factor Authentication (MFA) Enforces multi-step user authentication. |
Multi-factor authentication (MFA) is listed as a user authentication method. | |
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End-to-End Encryption Protects data both in transit and at rest. |
End-to-end encryption discussed among Fundwave's security/compliance materials. | |
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Audit Trail Comprehensive tracking of all user and admin actions. |
Comprehensive audit trail functionality referenced in admin materials. | |
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Third-Party Security Certifications SOC2, ISO 27001, or equivalent certifications. |
Fundwave has SOC2 certification (as advertised on their site). | |
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Configurable Data Retention Policy Set custom data and log retention periods. |
Custom data retention configurations described in compliance FAQ. | |
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Incident Response Automation Automated alerting and workflow for security breaches. |
No information available |
Workflow Automation & Collaboration
(5 Yes /5 Known /8 Possible features)
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Deal Pipeline Automation Automates stage advancement and reminders in the exit process. |
No information available | |
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Task Management Assigns and tracks responsibilities, deadlines, deliverables. |
Task and workflow management featured for portfolio processes. | |
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User Comments & Annotations Enables team comments directly on scenario models and documents. |
Commenting on records and scenarios is supported, as per collaboration features. | |
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Internal Chat/Messaging Allows for contextual team discussions in-platform. |
No information available | |
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Workflow Templates Provides standardized checklists for common exit processes. |
Workflow templates for standard processes are referenced in documentation. | |
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Approval Workflows Routes important documents and decisions for approval. |
Approval routing is mentioned (e.g., for documents and key processes). | |
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Notifications & Alerts Delivers reminders and activity alerts to users. |
System notifications and activity alerts are built in. | |
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Document Collaboration Capacity Number of users who can simultaneously edit a document. |
No information available |
Usability & User Experience
(3 Yes /3 Known /7 Possible features)
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Customizable Workspaces Allows users to tailor their dashboards and views. |
Workspaces and dashboards can be customized by user. | |
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Multiple Language Support Interface available in several languages. |
No information available | |
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Mobile Accessibility Full access via mobile app or responsive browser. |
No information available | |
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Accessible Design Compliance with accessibility standards (WCAG, etc.). |
No information available | |
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Onboarding & Tutorials Guided onboarding and in-app help for new users. |
Guided onboarding and in-app tutorials referenced in product onboarding flow. | |
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User Custom Fields Add custom data fields to records, scenarios, etc. |
Ability to add user-defined custom fields is described in product documentation. | |
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Navigation Speed Average time to move between main screens. |
No information available |
Support & Service
(5 Yes /5 Known /7 Possible features)
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24/7 Customer Support Round-the-clock support availability. |
24/7 support is advertised on the Fundwave website. | |
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Dedicated Account Manager Assigned success manager for client engagement. |
Dedicated account manager referenced in enterprise support documentation. | |
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Live Chat Support On-demand in-app or web chat help. |
Live chat support available via Fundwave support portal. | |
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Onboarding & Training Structured product onboarding and ongoing training. |
Onboarding and training modules mentioned in user education resources. | |
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Uptime Guarantee SLA-backed platform uptime. |
Uptime guarantee included in Fundwave's SLA documentation. | |
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Platform Uptime Historical platform reliability. |
No information available | |
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Response Time SLA Maximum time to first response on support tickets. |
No information available |
Customization & Extensibility
(3 Yes /3 Known /6 Possible features)
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Custom Workflow Builder Design and deploy custom processes for exit scenarios. |
No information available | |
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White-labeling/Branding Customize platform appearance with own branding. |
White-labeling and branding options for reports/screens described as available for enterprise clients. | |
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Scriptable Automation Allows for custom automation/scripts via SDK or scripting language. |
No information available | |
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Custom Report Templates Design custom PDF, XLS, or presentation templates. |
Report/template customization is part of the reporting feature set. | |
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Flexible Data Model Allows for adding/removing fields from key objects (companies, acquirers, scenarios, etc.). |
Data model flexibility for custom fields/objects explained in technical documentation. | |
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Custom Integration Hooks Supports custom integrations with proprietary internal systems. |
No information available |
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