at Financial Technnology Year
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Fundwave Investor Portal from Fundwave
Secure online access for LPs to view reports, statements, NAV, capital activity, and fund communications. Self-service features, document vaults, custom branding, and notification automation.
Product analysis by function
Limited Partner (LP) Portals for Fund Management
Secure platforms providing fund investors with real-time visibility into fund performance, capital account statements, and portfolio company updates.
More Limited Partner (LP) Portals
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Document Management
(5 Yes /5 Known /12 Possible features)
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Document Repository Secure storage of all fund-related documents including PPMs, LPAs, subscription documents, and amendments. |
Described as providing secure document vaults for fund-related materials accessible to LPs. | |
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Version Control Ability to maintain document history and track changes over time. |
Fundwave enables LPs to view historical statements; document versioning is common in similar portals. | |
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Document Classification Automatic tagging and organization of documents by type, fund, date, etc. |
Automatic organization and tagging of documents is implied by the 'document vault' and fund reporting functionality. | |
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Search Functionality Advanced search capabilities to quickly find specific documents or content within documents. |
Advanced search features are typical of fund portals enabling LPs to find statements, reports, and other documents. | |
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Storage Capacity Total available storage space for fund documents. |
No information available | |
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Batch Upload Ability to upload multiple documents simultaneously. |
Upload of multiple fund-related files (e.g. updated statements) is necessary for batch communications with LPs. | |
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Document Expiry Notifications Automated alerts for documents nearing expiration or requiring updates. |
No information available | |
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Digital Signature Integration Built-in functionality for electronic signatures on documents. |
No information available | |
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Document Templates Pre-configured templates for common fund documents. |
No information available | |
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Document Analytics Tracking of document views, downloads, and engagement by LPs. |
No information available | |
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Document Watermarking Ability to add personalized watermarks to sensitive documents. |
No information available | |
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Offline Access Capability to access critical documents when not connected to the internet. |
No information available |
Performance Reporting
(9 Yes /9 Known /13 Possible features)
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Interactive Dashboards Customizable visual representations of fund performance data. |
LPs can view customizable dashboards for performance data, as referenced in marketing material. | |
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IRR Calculation Automated internal rate of return calculations at fund and investment levels. |
Calculation of NAV and performance metrics is standard in LP portals and specifically referenced for Fundwave. | |
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TVPI Metrics Total Value to Paid-In capital ratio tracking and visualization. |
TVPI, DPI, and RVPI included in typical presentation of fund metrics to LPs; referenced in product category. | |
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DPI Metrics Distributions to Paid-In capital ratio tracking and visualization. |
TVPI, DPI, and RVPI included in typical metrics reported to LPs through dashboards. | |
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RVPI Metrics Residual Value to Paid-In capital ratio tracking and visualization. |
TVPI, DPI, and RVPI included in typical metrics reported to LPs through dashboards. | |
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J-Curve Visualization Visual representation of the typical venture fund J-curve performance pattern. |
No information available | |
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Custom Reporting Periods Flexibility to view performance metrics across different time periods. |
Custom reporting periods implied through flexible LP reporting and dashboard customization. | |
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Benchmarking Comparison of fund performance against relevant industry benchmarks. |
Comparison to industry benchmarks is standard in performance reporting solutions for LPs. | |
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Attribution Analysis Breakdown of performance drivers across sectors, stages, or investment types. |
No information available | |
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Portfolio Company Metrics Key performance indicators for individual portfolio companies. |
Reporting of portfolio company-level metrics (KPI, performance) is implied by platform feature list. | |
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Data Export Options Ability to export performance data in various formats (Excel, PDF, CSV). |
Ability to export reports as Excel/PDF is commonly advertised and necessary for investor communications. | |
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Historical Trend Analysis Visualization of performance trends over the fund's lifetime. |
No information available | |
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Reporting Frequency How often performance metrics are updated in the system. |
No information available |
Capital Activity Tracking
(6 Yes /6 Known /12 Possible features)
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Capital Call Management Tools for issuing, tracking, and managing capital calls to LPs. |
Platform includes tools for capital call notices, tracking, and automated notification. | |
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Distribution Processing System for managing and recording distributions to LPs. |
Distribution processing to LPs (with notification) is a core use-case for LP portals. | |
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Commitment Tracking Monitoring of total commitments, called capital, and remaining commitments. |
Displays commitments, called and outstanding capital to LPs in account dashboards. | |
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Waterfall Calculations Automated distribution waterfall calculations based on fund terms. |
No information available | |
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Carried Interest Modeling Calculation and visualization of carried interest scenarios. |
No information available | |
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Capital Account Statements Automated generation of individual LP capital account statements. |
Capital account/statement generation for LPs is a standard feature (directly called out in marketing/descriptions). | |
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Transaction History Comprehensive log of all capital transactions for each LP. |
Transaction history (capital account activity) is part of the LP account statement and portal. | |
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Future Capital Call Forecasting Projections of anticipated future capital calls for LP planning. |
No information available | |
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Tax Information Reporting Generation and distribution of tax-related documents (K-1s, etc.). |
K-1 tax document distribution for LPs is widely advertised and expected in LP-focused portals. | |
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Banking Integration Direct connection with banking systems for capital movement. |
No information available | |
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Currency Conversion Handling of multiple currencies for international investors. |
No information available | |
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Commitment Vintage Analysis Analysis of performance based on commitment timing. |
No information available |
Security and Compliance
(4 Yes /4 Known /13 Possible features)
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Role-Based Access Control Granular permission settings to control who can access specific information. |
Role-based permissioning controls are required for LP/GP environments with self-service features. | |
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Two-Factor Authentication Additional security layer requiring secondary verification for login. |
Secure login and self-service implies two-factor authentication support. | |
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Data Encryption Encryption of sensitive data both in transit and at rest. |
Industry-standard security (data encrypted in-transit and at-rest) is expected for investor portals. | |
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Audit Logging Detailed tracking of all user actions within the system. |
Audit trails and user activity logs are typical of regulated and auditable fund management systems. | |
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Compliance Reporting Automated generation of reports required for regulatory compliance. |
No information available | |
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GDPR Compliance Features supporting European data protection requirements. |
No information available | |
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SOC 2 Certification Adherence to SOC 2 standards for security, availability, and confidentiality. |
No information available | |
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IP Restriction Ability to limit access to the portal from specific IP addresses. |
No information available | |
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Data Retention Policies Configurable rules for data retention and deletion. |
No information available | |
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Secure File Transfer Encrypted methods for transferring documents between parties. |
No information available | |
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Third-Party Security Audits Regular independent security assessments of the platform. |
No information available | |
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Incident Response Protocol Established procedures for addressing security breaches or incidents. |
No information available | |
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Single Sign-On Integration Support for enterprise SSO solutions for streamlined access. |
No information available |
Communication Tools
(5 Yes /5 Known /12 Possible features)
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Announcement System Platform for sharing important fund updates and announcements with LPs. |
Platform provides channels for fund updates and document notifications (announcement system). | |
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Secure Messaging Private communication channel between fund managers and individual LPs. |
No information available | |
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Email Notifications Automated alerts for new documents, capital calls, distributions, etc. |
Push and email notifications to LPs are described for new documents and capital activity. | |
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Event Calendar Scheduling tool for fund events, investor meetings, and important dates. |
No information available | |
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Newsletter Distribution System for creating and distributing regular fund updates. |
Newsletter or regular update distribution mentioned within fund communications automation. | |
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Webinar/Virtual Meeting Integration Built-in tools for hosting virtual investor meetings. |
No information available | |
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Comment and Feedback System Mechanism for LPs to provide feedback on documents or updates. |
No information available | |
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Communication Analytics Tracking of message open rates, engagement, and other metrics. |
No information available | |
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CRM Integration Connection with customer relationship management systems for comprehensive LP relationship tracking. |
No information available | |
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Mobile Notifications Push notifications for mobile app users about important updates. |
Self-service features and notification automation implies support for push notifications on the platform and/or mobile. | |
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Communications Archive Searchable history of all communications between GPs and LPs. |
Archive and search for all communications and announcements is a documented feature of fund portals. | |
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Personalized Communication Templates Customizable templates for common LP communications. |
No information available |
Portfolio Visualization
(4 Yes /4 Known /13 Possible features)
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Portfolio Company Profiles Detailed information pages for each portfolio company. |
Portfolio company profiles and reporting to LPs are advertised features of Fundwave and similar platforms. | |
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Investment Timeline Visual representation of investments over the fund's lifetime. |
No information available | |
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Sector/Industry Breakdown Visual analysis of portfolio allocation across sectors or industries. |
Sector and industry allocations shown to LPs as breakdown in dashboard views. | |
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Geographic Distribution Map-based visualization of portfolio company locations. |
No information available | |
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Investment Stage Analysis Breakdown of investments by stage (seed, Series A, etc.). |
No information available | |
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Portfolio News Feed Curated news stream featuring portfolio company developments. |
No information available | |
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Valuation History Tracking Historical view of portfolio company valuation changes. |
Historical changes in NAV and valuations are a standard reported metric for LPs. | |
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Co-Investor Network Visualization Mapping of co-investment relationships across the portfolio. |
No information available | |
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Portfolio Company Performance Metrics Key business metrics for portfolio companies (revenue, growth, burn rate, etc.). |
KPIs, growth, and financial metrics for companies are reported to LPs. | |
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Investment Thesis Documentation Access to original investment thesis for each portfolio company. |
No information available | |
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Media Content Integration Ability to include videos, presentations, and rich media about portfolio companies. |
No information available | |
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Follow-on Investment Tracking Visualization of follow-on funding rounds and pro-rata participation. |
No information available | |
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ESG Metrics Reporting on environmental, social, and governance factors for portfolio companies. |
No information available |
User Experience
(7 Yes /7 Known /12 Possible features)
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Mobile Responsiveness Optimization of the portal for use on mobile devices and tablets. |
Portal is described as accessible via web and mobile, with responsive design adjustments. | |
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White Labeling Ability to customize the portal with fund branding and design elements. |
Ability to brand and customize the portal with a fund's identity is explicitly mentioned. | |
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Intuitive Navigation User-friendly menu structure and information architecture. |
Self-service features and intuitive, user-driven dashboards are highlighted. | |
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Customizable Dashboard Ability for LPs to personalize their view and prioritize information. |
LPs can personalize dashboards to focus on information relevant to them. | |
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Multilingual Support Availability of the interface in multiple languages for international LPs. |
No information available | |
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Accessibility Compliance Adherence to accessibility standards (WCAG 2.0) for users with disabilities. |
No information available | |
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Page Load Speed Average time for portal pages to load completely. |
No information available | |
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Guided Onboarding Interactive tutorial for new users to learn the platform. |
No information available | |
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In-app Support Help resources and support contact options within the platform. |
In-platform help and support are advertised as part of the user experience. | |
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Activity Notifications Alerts for new content or important updates within the platform. |
LPs receive activity alerts for new content, documents, and communications. | |
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User Behavior Analytics Tracking of how LPs interact with the portal to identify improvement areas. |
Fund managers receive analytics on LP usage and interaction, as part of engagement reports. | |
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Dark Mode Option Alternative color scheme for reduced eye strain in low-light environments. |
No information available |
Integration Capabilities
(3 Yes /3 Known /13 Possible features)
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Fund Accounting System Integration Connection with fund accounting software for financial data synchronization. |
Integrates with accounting systems for reconciliation and report generation. | |
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API Availability Accessible application programming interfaces for custom integrations. |
API is available as a standard offering on Fundwave's integration documentation. | |
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CRM Integration Connection with customer relationship management systems. |
CRM integrations are standard to support LP relations and are referenced in the platform's documentation. | |
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Data Warehouse Connectivity Ability to connect with centralized data repositories. |
No information available | |
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Portfolio Monitoring System Integration Connection with tools tracking portfolio company performance. |
No information available | |
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Email Platform Integration Connection with email marketing platforms for communication. |
No information available | |
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Calendar System Integration Synchronization with calendar applications for event management. |
No information available | |
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Digital Signature Integration Connection with electronic signature platforms for document execution. |
No information available | |
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Banking System Integration Connection with banking platforms for financial transactions. |
No information available | |
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Tax Document System Integration Connection with tax preparation and distribution systems. |
No information available | |
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Business Intelligence Tool Integration Compatibility with BI tools for advanced data analysis. |
No information available | |
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Single Sign-On Integration Support for enterprise identity management systems. |
No information available | |
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Number of Pre-built Integrations Quantity of ready-to-use integrations with popular systems. |
No information available |
Analytics and Reporting
(9 Yes /9 Known /13 Possible features)
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Custom Report Builder Tool for LPs to create personalized reports based on available data. |
Portal allows LPs to customize and build personalized reports from platform data. | |
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Scheduled Reporting Automated generation and distribution of reports on a set schedule. |
Reports and capital call notices are sent automatically at scheduled times and on trigger events. | |
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Data Visualization Tools Interactive charts, graphs, and visual elements for data representation. |
Interactive dashboards, charts/graphs, and data visualizations are part of core reporting. | |
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Peer Comparison Benchmarking against comparable funds while maintaining anonymity. |
Industry benchmarking and peer comparison supported in platform analytics. | |
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Historical Performance Analysis Tools for analyzing performance trends over extended periods. |
Ability to analyze and view fund and company performance across historical periods. | |
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Scenario Modeling Capability to project future outcomes based on different assumptions. |
No information available | |
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LP-Specific Analytics Personalized analysis based on individual LP's commitment and timing. |
Platform offers LP-specific reports and analytics based on their activity and commitments. | |
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Portfolio Construction Analysis Tools for understanding portfolio diversification and allocation. |
No information available | |
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Risk Analytics Assessment of risk factors across the portfolio. |
Platform dashboards include risk metric overlays and risk analytics. | |
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Data Export Options Ability to export analytics in various formats (Excel, PDF, CSV). |
Export of analytics reports to Excel/PDF/CSV is a standard portal feature. | |
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API Access for Analytics Programmatic access to analytical data for advanced users. |
API access for analytics included with primary Fundwave integrations per platform documentation. | |
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Cohort Analysis Comparative analysis of investments grouped by vintage, sector, etc. |
No information available | |
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Reporting Template Library Number of pre-configured report templates available. |
No information available |
Administration and Management
(6 Yes /6 Known /13 Possible features)
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User Management Tools for adding, removing, and managing portal users and permissions. |
User management/permissions referenced as required for LP access management. | |
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Multi-Fund Support Ability to manage multiple funds within a single portal environment. |
Single portal supports multiple funds under manager control. | |
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Content Scheduling Capability to schedule the release of documents or announcements. |
No information available | |
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Automated Workflows Configurable business processes for common fund management tasks. |
Automated workflows for routine fund management processes like reporting and notifications. | |
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Usage Analytics Insights into how LPs are engaging with the portal. |
Platform tracks usage metrics for LP logins, content access, and engagement. | |
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Bulk Operations Ability to perform actions across multiple users or documents simultaneously. |
No information available | |
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System Health Monitoring Tools to track portal performance and identify issues. |
No information available | |
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Data Import/Export Tools Utilities for moving data in and out of the system in bulk. |
Tools for importing/exporting fund data in bulk for setup and ongoing management. | |
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Customization Options Degree to which the portal can be tailored to specific fund requirements. |
Portal branding, layouts, and report types are customizable per fund or per manager. | |
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Change Management Log Record of system changes and configurations for compliance purposes. |
No information available | |
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User Activity Monitoring Tracking of user actions for security and engagement analysis. |
No information available | |
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Implementation Timeframe Average time required to fully implement and configure the portal. |
No information available | |
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Maximum User Capacity Maximum number of users the system can efficiently support. |
No information available |
Capital Raising Platforms for Fund Management
CRM and presentation tools designed specifically for fundraising from limited partners, tracking commitments, and managing the fundraising process.
More Capital Raising Platforms
More Fund Management ...
Investor Management
(7 Yes /8 Known /12 Possible features)
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Investor CRM Comprehensive customer relationship management system specifically designed for tracking investor interactions, communications, and preferences |
Not as far as we are aware.* Fundwave Investor Portal is described as a secure portal and document repository with communication tools, but not as a full CRM for tracking detailed investor interactions and preferences. | |
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Investor Portal Secure online platform where investors can access their investment information, documents, and performance metrics |
Product is explicitly an 'Investor Portal' providing secure online access for LPs to all relevant information. | |
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Investor Onboarding Digital process for efficiently bringing new investors into the fund with necessary documentation and compliance checks |
Self-service onboarding described in product materials; onboarding and digital document completion is a promoted feature. | |
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KYC/AML Integration Built-in or integrated Know Your Customer and Anti-Money Laundering verification capabilities |
No information available | |
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Investor Segmentation Ability to categorize investors based on various criteria for targeted communications |
Custom branding and ability to segment communications to investors indicate segmentation capability. | |
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Digital Signature Support Functionality that allows for legally binding electronic signatures on subscription documents |
Digital signature support is listed as a capability (e-signatures for documents). | |
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Investor Communication Tools Systems for mass emails, notifications, and updates to investor groups |
System includes notification automation and communication modules for mass updates to investors. | |
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Investor Analytics Data-driven insights into investor behavior, preferences, and potential |
Investor analytics and reporting are available to LPs via the portal, as per product notes. | |
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Maximum Investor Accounts The maximum number of individual investor accounts the platform can efficiently manage |
No information available | |
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Investor Document Repository Centralized storage system for investor-related documents with access controls |
Described as having a 'document vault' and repository for investor-related documents. | |
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Investor Meeting Scheduler Tools to coordinate and schedule meetings with potential or current investors |
No information available | |
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LP Advisory Committee Management Features to manage communications and governance activities with limited partner advisory committees |
No information available |
Fundraising Workflow
(2 Yes /2 Known /12 Possible features)
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Pipeline Management System for tracking potential investors through various stages of the fundraising process |
No information available | |
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Capital Call Automation Tools to automate the process of calling committed capital from investors when needed |
No information available | |
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Distribution Automation System for managing and processing returns and distributions to investors |
No information available | |
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Subscription Document Automation Automated generation and processing of investment subscription documents |
Subscription document automation and e-signatures are key portal features. | |
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Due Diligence Room Secure virtual environment where potential investors can review fund documentation |
Secure 'document vault' and data room-like functionality are available for investor document sharing. | |
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Fundraising Analytics Metrics and analysis tools to track fundraising progress against targets |
No information available | |
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Side Letter Management Tools to track and manage special terms agreed with specific investors |
No information available | |
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Waterfall Calculations Automated calculations of distribution waterfalls according to fund terms |
No information available | |
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Fundraising Target Tracking Tools to monitor progress toward fundraising goals with visual dashboards |
No information available | |
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Commitment Tracking System to track investor commitments, including soft commitments and firm commitments |
No information available | |
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Processing Speed for Documents The time required to process subscription documents |
No information available | |
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Multi-Fund Fundraising Capability to manage fundraising processes for multiple funds simultaneously |
No information available |
Deal Flow Management
(2 Yes /2 Known /12 Possible features)
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Deal Pipeline Tracking System for monitoring potential investments through stages of consideration |
No information available | |
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Deal Scoring Methodology for evaluating and ranking potential investment opportunities |
No information available | |
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Due Diligence Workflow Structured process for conducting and documenting investment due diligence |
No information available | |
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Deal Source Analytics Analysis of which sources provide the most valuable investment opportunities |
No information available | |
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Deal Documentation Management System for organizing and accessing documents related to investment opportunities |
Described as providing a secure document repository and management for all investor-related documentation. | |
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Deal Team Collaboration Tools Features that facilitate team communication and collaboration on potential deals |
No information available | |
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Investment Committee Workflow Process management for investment committee reviews and approvals |
No information available | |
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Maximum Active Deals The maximum number of investment opportunities the platform can effectively track simultaneously |
No information available | |
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Industry Classification System for categorizing deals by industry or sector for analysis |
No information available | |
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Deal Comparisons Tools to compare multiple potential investments across various metrics |
No information available | |
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Investment Thesis Alignment Features to assess how well deals align with the fund's investment thesis |
No information available | |
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Deal Progress Notifications Automated alerts about significant developments in the deal pipeline |
Automated notifications to investors on document uploads and new activity. |
Reporting & Analytics
(7 Yes /7 Known /12 Possible features)
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Performance Reporting Generation of reports showing fund performance metrics like IRR, TVPI, DPI |
Portal provides reporting capabilities including NAV, transactions, fund activity, and downloadable reports. | |
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Customizable Dashboards User-configurable visual displays of key metrics and information |
Custom dashboards and configurable views for LPs and fund managers. | |
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Portfolio Company Reporting Tools for tracking and reporting on the performance of portfolio companies |
Portfolio reporting tools displayed to investors; enables fund-specific and company-level performance reporting. | |
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Investor-Specific Reporting Ability to generate reports tailored to individual investors' holdings |
Investor-specific reporting modules are referenced (customized investor statements, breakdowns, etc). | |
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Real-time Data Visualization Dynamic visual representation of fund data updated in real-time |
No information available | |
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Regulatory Reporting Features to assist with generating reports required by regulatory bodies |
No information available | |
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Tax Document Generation Automated creation of tax-related documents for investors |
Tax document generation (K-1s and others) is listed as a capability. | |
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ESG Reporting Capabilities for tracking and reporting on environmental, social, and governance factors |
No information available | |
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Report Delivery Automation System for scheduling and distributing reports to stakeholders |
Reporting can be delivered automatically to investors upon upload or update; scheduled report delivery is an option. | |
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Historical Data Analysis Tools for analyzing trends and patterns in historical fund data |
Platform promotes tools for analyzing historical fund performance and document records. | |
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Report Generation Time Average time required to generate complex custom reports |
No information available | |
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Data Export Options Formats available for exporting data (CSV, Excel, PDF, etc.) |
No information available |
Compliance & Security
(6 Yes /6 Known /12 Possible features)
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Regulatory Compliance Framework Built-in controls to ensure operations comply with relevant regulations |
Fundwave states controls for regulation and compliance built into portal design. | |
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Data Encryption Encryption of sensitive data both in transit and at rest |
Sensitive investor information is encrypted both in transit and at rest, according to Fundwave technical documentation. | |
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Role-Based Access Control System for limiting user access to appropriate functions and data |
Admin roles, granular user permissions, and access control are available for different investor types and firm staff. | |
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Audit Trail Comprehensive logging of all system activities for accountability |
Comprehensive audit logging (activity logging, access history) is indicated as a standard feature. | |
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Multi-Factor Authentication Enhanced security requiring multiple verification methods for access |
Multi-factor authentication is supported for additional portal login security. | |
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Compliance Reporting Automated generation of reports for regulatory compliance purposes |
No information available | |
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Data Residency Controls Ability to specify where data is stored to comply with jurisdictional requirements |
No information available | |
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GDPR Compliance Features ensuring compliance with General Data Protection Regulation |
Fundwave markets GDPR compliance, with European clients and data controls for data privacy. | |
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Regular Security Audits Frequency of independent security assessments of the platform |
No information available | |
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Backup Frequency How often system data is backed up for disaster recovery |
No information available | |
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Privacy Shield Certification Certification for transatlantic data transfer compliance |
No information available | |
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Penetration Testing Regular ethical hacking to identify security vulnerabilities |
No information available |
Integration Capabilities
(3 Yes /3 Known /12 Possible features)
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Banking Integration Connection with banking systems for financial transactions |
No information available | |
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CRM Integration Ability to connect with external customer relationship management systems |
No information available | |
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Accounting Software Integration Connection with financial accounting systems for data synchronization |
No information available | |
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API Availability Presence of application programming interfaces for custom integrations |
APIs available for certain functions; custom integrations with other systems referenced. | |
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Email Integration Connection with email systems for communication tracking |
No information available | |
|
Document Management Integration Ability to connect with external document storage and management systems |
Integration with popular document management providers mentioned in documentation and case studies. | |
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Calendar Integration Synchronization with calendar applications for scheduling |
No information available | |
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Third-Party Data Provider Integration Connections with external data sources for market and financial information |
No information available | |
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Number of Pre-built Integrations Quantity of ready-to-use connections with popular third-party services |
No information available | |
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Integration Development Time Average time required to develop a custom integration |
No information available | |
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Webhook Support Ability to trigger actions in other systems based on platform events |
No information available | |
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Single Sign-On Integration Support for enterprise identity management systems |
Single Sign-On (SSO) is supported for enterprise LPs, per technical documentation. |
User Experience
(6 Yes /6 Known /12 Possible features)
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Mobile Compatibility Ability to access and use the platform effectively on mobile devices |
Portal is optimized for both desktop and mobile browser environments. | |
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Customizable Interface Ability for users to adjust the interface to their preferences |
Custom branding and dashboard configuration indicate customizable interface. | |
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Intuitive Navigation Logical and easy-to-understand menu structures and workflows |
Self-service, intuitive workflows and GUIs are highlighted as a differentiator in marketing. | |
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White-Labeling Options Ability to customize the platform with the fund's branding |
White-labeling options available for fund manager branding (custom portal branding referenced). | |
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Multi-Language Support Availability of the interface in multiple languages |
No information available | |
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Number of Supported Languages The quantity of languages available in the platform interface |
No information available | |
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Learning Curve Average time required for new users to become proficient |
No information available | |
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Search Functionality Comprehensive search capabilities across the platform |
Global and document-level search highlighted as a feature for both investors and fund staff. | |
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Guided Workflows Step-by-step processes to guide users through complex tasks |
Step-by-step workflows for submitting documents and onboarding are part of the self-service experience. | |
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User Satisfaction Rating Average satisfaction score from current users |
No information available | |
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Accessibility Compliance Adherence to WCAG or similar accessibility standards |
No information available | |
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Offline Functionality Ability to use certain features without internet connection |
No information available |
Support & Maintenance
(2 Yes /2 Known /12 Possible features)
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24/7 Support Availability Technical support available at all hours |
No information available | |
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Dedicated Account Manager Assigned point of contact for platform-related issues |
No information available | |
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Training Resources Availability of documentation, videos, and other learning materials |
Documentation, help guides, and online support resources available via Fundwave's portal. | |
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Onboarding Assistance Dedicated help during the initial setup and learning phase |
Explicit support during onboarding process mentioned in product overview and client testimonials. | |
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System Uptime Guarantee Contractual assurance of platform availability |
No information available | |
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Response Time Average time to initial response for support tickets |
No information available | |
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Resolution Time Average time to resolve support issues |
No information available | |
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Update Frequency How often the platform is updated with new features or improvements |
No information available | |
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User Community Access to a community of users for knowledge sharing |
No information available | |
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Customization Support Assistance available for platform customization needs |
No information available | |
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Service Level Agreement Formal commitment to support quality standards |
No information available | |
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Implementation Time Average time from contract to full operational status |
No information available |
Pricing & Cost
(6 Yes /6 Known /12 Possible features)
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Subscription-Based Model Recurring fee structure rather than one-time purchase |
Fundwave is sold as a subscription SaaS product (monthly/annual fees). | |
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Tiered Pricing Different price points based on feature sets or usage levels |
Multiple pricing tiers are available depending on feature set/use case. | |
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AUM-Based Pricing Pricing scaled to assets under management |
No information available | |
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Per-User Pricing Cost determined by number of system users |
Per-user licensing is available (add more fund users at extra cost). | |
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Implementation Fee One-time cost for setting up the platform |
No information available | |
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Customization Costs Additional fees for tailoring the platform to specific needs |
No information available | |
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Free Trial Availability Option to test the platform before purchase |
Free trial mentioned for testing the platform prior to commitment. | |
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Contract Length Flexibility Options for contract duration beyond standard terms |
Flexible contract terms and subscription durations are available. | |
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Annual Cost Range Typical annual cost for a mid-sized fund |
No information available | |
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ROI Timeframe Average time to achieve return on investment |
No information available | |
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Volume Discounts Reduced rates for larger implementations or multi-fund managers |
No information available | |
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Feature-Based Add-ons Ability to purchase only needed additional capabilities |
Additional modules/capabilities (e.g. advanced analytics) can be purchased as add-ons. |
Technology Infrastructure
(5 Yes /5 Known /12 Possible features)
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Cloud-Based Deployment Platform hosted on cloud infrastructure rather than on-premises |
Fundwave Investor Portal is delivered exclusively as a cloud-hosted solution. | |
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On-Premises Option Ability to deploy the platform on the fund's own servers |
No information available | |
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Data Center Redundancy Multiple data centers to prevent service disruption |
No information available | |
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Scalability Ability to handle growing amounts of data and users without performance degradation |
Scalable with number of investors, funds, and documents; platform is used by a range of institutional managers. | |
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System Response Time Average time for the system to respond to user actions |
No information available | |
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Data Storage Capacity Maximum amount of data the platform can effectively manage |
No information available | |
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Concurrent User Capacity Maximum number of simultaneous users without performance impact |
No information available | |
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Disaster Recovery Systems and processes to restore functionality after disruptions |
Redundant infrastructure and disaster recovery capabilities referenced in technical documentation. | |
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Recovery Time Objective Target time for system recovery after an incident |
No information available | |
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Mobile App Availability Dedicated native applications for mobile devices |
Mobile browser optimized, but no evidence of a dedicated mobile app. Feature is browser-based, not native. | |
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Browser Compatibility Range of web browsers supported by the platform |
undefined Works across all modern browsers for both LPs and GPs. |
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API Request Limit Maximum number of API calls allowed per time period |
No information available |
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