at Financial Technnology Year
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Fundwave Venture Capital from Fundwave
Fund accounting, investor and deal tracking, performance reporting, investor portal, CRM, K-1 distributions, online capital calls and distributions, compliance, and document management for VC firms.
Product analysis by function
VC Firm Management Software for Operations and Finance
Integrated solutions for managing the venture capital firm's operations, including workflow management, team collaboration, and resource allocation.
More VC Firm Management Software
More Operations and Finance ...
Fund & Deal Management
(10 Yes /10 Known /10 Possible features)
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Deal Pipeline Visualization Graphical depiction of deal flow from sourcing through closing and exit. |
Product demo and marketing specify graphical dashboards and pipeline analytics for deals. | |
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Customizable Deal Stages Ability to configure and rename stages to match specific VC processes. |
Custom workflows and deal stages are supported as per feature overview and documentation. | |
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Automated Document Collection Automatically gathers all documentation relevant to a deal at each stage. |
Document management module offers auto-collection and centralized documentation. | |
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Portfolio Company Profiles Centralized and customizable company profiles tracking performance metrics and documents. |
Portfolio tracking with custom profiles and documents detailed by VC solution page. | |
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Fund Performance Tracking Monitors IRR, DPI, TVPI, and other key fund performance metrics. |
Performance reporting includes IRR, DPI, TVPI for funds and portfolios. | |
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Valuation Management Tracks and updates portfolio company valuations according to market or internal assessments. |
Valuation tracking for portfolio companies is provided as a core module. | |
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Investment Cap Table Tracking Monitors detailed capitalization tables across deals and funds. |
Cap table tracking highlighted as feature on product page. | |
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Multi-Fund Support Handles data and tracks performance metrics for multiple funds. |
Multi-fund/module support described as handling several funds, investors, deals. | |
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Co-Investment Tracking Allows for tracking and reporting on co-investment deals alongside main fund investments. |
Co-investment and SPV tracking is specifically referenced in documentation. | |
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Lead Tracking System for managing inbound and outbound deal leads. |
Deal sourcing, lead tracking, and CRM integration described as integrated. |
Workflow & Task Management
(7 Yes /7 Known /10 Possible features)
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Automated Task Assignment Dynamically assigns tasks based on role, stage, or workload. |
Automated workflows and task assignments for fund and deal management included. | |
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Custom Workflow Automation Enables creation of bespoke workflows for unique operational needs. |
Workflow engine allows custom tailoring as per business needs. | |
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Calendar Integration Synchronizes with major calendar platforms for meetings and deadlines. |
Calendar sync/integration mentioned in integrations page and demos. | |
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Deadline Reminders Automated notifications for approaching tasks and milestones. |
Dashboard reminders for deadlines and task notifications are offered. | |
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Bulk Task Editing Edit or update multiple tasks simultaneously for efficiency. |
Bulk editing tools are included per operations and workflow features. | |
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Gantt Chart Visualization Visual project tracking using Gantt charts. |
No information available | |
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Dependency Tracking Tracks dependencies between tasks and flags bottlenecks. |
No information available | |
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Recurring Task Scheduling Supports scheduled tasks for routine processes. |
No information available | |
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Approval Workflows Multi-level approval processes for expenditures or investment decisions. |
Approval flows for capital calls and deal signoffs shown in workflow and compliance modules. | |
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Real-time Collaboration Tools Supports multi-user updating, commenting, and notifications in real-time. |
Real-time notifications, updates, and collaboration/handoff described in product. |
Team Collaboration & Communication
(10 Yes /10 Known /10 Possible features)
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Built-In Messaging Enables direct messaging and group discussions within the platform. |
Built-in messaging/chat for collaboration detailed in platform features. | |
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Integration with Email Clients Synchronizes discussions and tasks with email platforms (e.g., Outlook, Gmail). |
Email integration supported for conversations with investors and stakeholders. | |
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Video Conferencing Integration Facilitates online meetings with embedded Zoom or Teams integration. |
Integrates with video meeting platforms for collaboration, as stated via support articles. | |
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Shared Document Editing Allows real-time collaborative editing of files and presentations. |
Shared editing of documents/sharing for workflows is included. | |
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Commenting and Mentions Supports context-based comments and user mentions in documents. |
Commenting and @mentions in workflow and documents shown in UI demos. | |
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Notifications and Alerts Real-time notifications for messages, changes, and deadlines. |
Real-time notifications and alerts are a standard feature (highlighted on several product pages). | |
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Calendar Sharing Team-wide access to shared calendars and schedules. |
Shared calendars and scheduling accessible by team members. | |
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Knowledge Base/Wiki Central repository for institutional knowledge and best practices. |
Wiki-style knowledge base referenced in support sections. | |
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Granular Permission Controls Customizable access permissions by document or deal. |
Granular permissions and access management detailed on Infosec/compliance feature list. | |
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Activity Log/History Logs all user activities and changes for audit trails. |
Audit logs and activity trail features detailed for compliance and tracking. |
CRM & Relationship Management
(8 Yes /8 Known /10 Possible features)
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Contact Management Centralized contact records with custom fields and relationship mapping. |
CRM with custom contact management, relationships, and tagging explained across product collateral. | |
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Interaction Tracking Logs meetings, calls, and emails for all key stakeholders. |
Interaction logs for meetings, email, calls are a built-in CRM feature. | |
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Automated Follow-Ups Systematically schedules and reminds follow-up communications. |
Automated communication and reminders for LPs/investors referenced. | |
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Sender/Recipient Tagging Tags parties in correspondence for easier filtering and analysis. |
No information available | |
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Bulk Email Capability Send group communications to LPs or other stakeholders. |
Bulk email and group communication tools for LPs/investors exist. | |
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Deal Flow Analytics Analyzes sources of deals, conversion rates, and relationship insights. |
Deal flow analytics and pipeline tracking referenced in product reporting section. | |
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Relationship Timeline Chronological view of all interactions with a person or entity. |
Timeline of relationship/interactions available for firms and people in CRM. | |
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Automated Data Enrichment Augments contact info with data from linked sources (e.g., LinkedIn). |
Contact and fund data enrichment from external sources (e.g., LinkedIn) is mentioned. | |
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Event Management Tracks VC-hosted events, meeting RSVPs, and attendee lists. |
No information available | |
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Reporting for LP Updates Generates tailored communications and reports for Limited Partners. |
Reporting module provides custom and scheduled LP communications. |
Reporting & Analytics
(10 Yes /10 Known /10 Possible features)
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Custom Report Builder Facilitates creation of custom dashboards and reports. |
Custom report/dashboard builder is highlighted in reporting features. | |
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Pre-Built Report Templates Includes templates for common VC reports (LP updates, quarterly, annual). |
Pre-built reporting templates available for VC, LP, and regulatory use cases. | |
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Data Visualization Tools Graphical representation of performance metrics and trends. |
Visual reporting and analytics modules provide charts and graphs. | |
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Scheduled Report Distribution Automatically emails or shares reports with stakeholders at set intervals. |
Scheduled distribution supported for automated LP/investor updates. | |
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Export Options Supports data export in various formats (Excel, PDF, CSV). |
Export to Excel/CSV/PDF detailed in reporting and data management sections. | |
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Real-Time KPI Tracking Live dashboard for major fund and portfolio metrics. |
Real-time metrics presented on customizable dashboards. | |
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Historical Data Analysis Trends and growth analyses over time for deals/funds. |
Historical trend analysis tools exist for fund and deal tracking. | |
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Scenario Analysis Projects outcomes based on hypothetical deal or fund changes. |
Scenario/hypothetical analysis is referenced in portfolio analytics. | |
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Benchmarking Tools Compares performance against industry standards or custom metrics. |
Benchmarking against peers/industry presented in analytics modules. | |
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Drill-Down Analytics Enables users to explore underlying data for each KPI. |
Drill-down into KPIs and reports is a standard dashboard/reporting feature. |
LP (Limited Partner) Management
(10 Yes /10 Known /10 Possible features)
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LP Portal Secure online interface for LPs to view investment information and reports. |
Investor/LP portal cited as core for investor relations and reporting. | |
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Commitment Tracking Tracks LP commitments, capital calls, and distributions. |
Tracks LP commitments, capital calls, and distributions. | |
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Automated Capital Call Notices Notifies LPs of capital calls, calculates pro-rata shares. |
Automated capital calls and pro-rata calculations referenced under LP Management. | |
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Distribution Management Handles payments and notifications regarding distributions to LPs. |
Distribution management, notifications and payments functionality is supported for LPs. | |
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Document Vault Repository for K-1s, investment statements, and other LP documents. |
Document vault for LPs (K-1, statements) is a highlighted section. | |
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Performance Reporting for LPs Custom views and reports tailored to LP requirements. |
Performance/portfolio reporting tailored for LPs is featured. | |
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E-signature Integration Allows LPs to execute documents electronically. |
E-signature integration for LP documents provided (DocuSign, etc.). | |
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Access Control for LPs Customizable access privileges for individual LPs or LP groups. |
Fine-grained access control for LPs, document-level and group-based. | |
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Individualized Communication Logs Stores history of communications with each LP. |
Individualized communication logs with LPs in CRM and LP portal. | |
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Multi-currency Support Tracks commitments and transactions in diverse currencies. |
Multi-currency fund/transaction tracking supported for global investors. |
Financial Operations & Accounting
(10 Yes /10 Known /10 Possible features)
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General Ledger Integration Integrates with GL/accounting software for seamless financial tracking. |
GL/accounting integrations available as per product literature. | |
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Automated Reconciliation Matches transactions against bank/investment records automatically. |
Automated account reconciliation mentioned for financial operations. | |
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Expense Tracking Tracks and categorizes all firm-related and fund-related expenses. |
Expense tracking/categorization is standard in the accounting module. | |
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Invoice Management Manages receivables, payables, and invoices for vendors and portfolio companies. |
Invoicing for vendors/receivables/payables described in platform documentation. | |
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Audit Trail Reporting Maintains immutable logs for all financial transactions/actions. |
Audit trail and financial transparency detailed as compliance features. | |
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Bank Feed Integration Direct feeds from bank accounts for real-time transaction data. |
Direct bank feed integrations supported for up-to-date data sync. | |
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Custom Chart of Accounts Flexible configuration of GL accounts to match organizational requirements. |
Chart of accounts fully configurable for different org/fund structures. | |
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Multi-entity Accounting Handles books for multiple entities/funds in one platform. |
Multi-entity/fund accounting in single platform supported. | |
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Automated Payments Facilitates batch payment processing to vendors or LPs. |
Automated payment and batch transaction processing is featured. | |
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Budgeting & Forecasting Tools Enables creation and monitoring of budgets at various levels. |
Budgeting and forecasting modules are standard for finance/ops. |
Compliance & Security
(9 Yes /9 Known /10 Possible features)
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Role-Based Access Control Granular user permissions based on job roles and groups. |
Role-based, granular permission modeling for users throughout platform. | |
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Data Encryption at Rest/Transit Protects sensitive information using industry-standard encryption. |
Data is encrypted at rest (cloud infrastructure) and in transit (SSL/TLS specified). | |
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Audit Logging Comprehensive tracking of user activity and data access. |
Comprehensive audit/user logging for compliance and security. | |
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Regulatory Reporting Tools Automates processes to meet SEC, AIFMD, and other regulatory requirements. |
Regulatory tools and reporting for compliance (SEC/IRS, etc.) described. | |
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GDPR/CCPA Compliance Features to manage and demonstrate data privacy compliance for global regulations. |
GDPR and privacy controls referenced for VC and EU data handling. | |
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Document Retention Policies Automated enforcement of document retention and deletion cycles. |
No information available | |
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SSO & 2FA Support Enforces secure login using single sign-on and two-factor authentication. |
SSO and two-factor authentication are supported per product IT/security documentation. | |
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Password Policy Enforcement Ensures users comply with best-practice password management. |
Password policy and best-practice security is referenced. | |
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Incident Response Logging Tracks and documents security or compliance incidents. |
Incident response management and alerts supported for InfoSec teams. | |
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Automated Compliance Checks Detects and flags potential breaches of compliance in real time. |
Automated compliance checking referenced for document and process flows. |
Integrations & API Connectivity
(8 Yes /8 Known /10 Possible features)
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Pre-Built Integrations Ready-made connectors for industry-leading CRMs, ERPs, and accounting systems. |
Integrations listed include direct connectors for CRMs (Salesforce) and accounting systems. | |
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REST API Access Comprehensive developer access to all system endpoints. |
REST API is advertised as public/developer tool for data integration. | |
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Webhooks Event-based notification system for integrating with other apps. |
Webhooks for workflow triggers documented in API/integration docs. | |
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Custom Integration Toolkit Resources and documentation for building custom connectors. |
Developer toolkit and documentation available for custom integration. | |
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Mobile App Integration Support for iOS/Android companion apps. |
Mobile app integration and companion app reference for both Android/iOS. | |
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Data Import/Export Tools Facilitates migration of data into or out of the platform. |
Tooling for data import/export migration referenced in onboarding and support. | |
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Scheduling of Data Syncs Configurable frequency for synchronous/asynchronous data updates. |
No information available | |
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Single Sign-On (SSO) Integration Central user authentication via existing SSO providers. |
SSO integration supported. | |
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Third-Party Data Feeds Automatic import of market, financial, or news data from third-party providers. |
Third-party financial and market data feeds are supported. | |
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Customizable API Rate Limits Set rate limits for API requests. |
No information available |
Data Storage, Import & Migration
(9 Yes /9 Known /10 Possible features)
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Cloud-Based Storage All data securely stored in a managed, scalable cloud environment. |
Cloud-based/SaaS storage architecture referenced throughout product description. | |
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Bulk Import Tools Efficiently upload historical data and documents in bulk. |
Bulk import facility for historical data and document batches in migration process. | |
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Data Deduplication Prevents creation of duplicate records upon import or entry. |
Deduplication checks and integrity validation for imported data is referenced. | |
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Migration Support Services Technical support for onboarding from legacy systems. |
Migration and onboarding support is standard for all customers. | |
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Automated Backups Regular, scheduled backups of all stored information. |
Automated daily/weekly backups referenced in cloud SAAS operating details. | |
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Storage Capacity Total data storage available per account. |
No information available | |
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Version Control Keeps historical versions of documents and data entries. |
Version history and document version control is in the documentation section. | |
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Secure Data Erasure Certifies deletion of sensitive data as per regulatory standards. |
Secure data deletion/erasure referenced for GDPR compliance. | |
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Data Import Validation Checks for integrity, completeness, and format of imported data. |
Checks on import for data integrity, completeness and mapping described. | |
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Role-Based Data Access for Storage Limits data access based on user function/role. |
Role-based access control is extended to storage/data modules. |
Usability & Customization
(7 Yes /7 Known /10 Possible features)
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Customizable Dashboards Users can tailor dashboards to preferred layouts and metrics. |
Users can create and customize dashboard layouts with preferred data. | |
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Theme/Brand Customization Adapt look and feel to firm branding guidelines. |
Theme and look/feel customization for branding described. | |
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Workflow Customization Adapt processes and approvals to firm preferences. |
Workflow processes can be customized at each stage. | |
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User Training Resources Access to documentation, videos, and onboarding materials. |
Comprehensive user guides, videos, onboarding support described. | |
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Role-Based Interfaces User experiences tailored to job responsibilities. |
User interface adjusts to user role/group as detailed in user management. | |
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Multi-Language Support Packages localized for global teams. |
No information available | |
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Performance SLAs Guaranteed minimum performance metrics (e.g., response times). |
No information available | |
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Mobile-Friendly Interface Optimized user experience on smartphones and tablets. |
Mobile interface and companion app referenced for both major platforms. | |
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Accessibility Features Compliance with WCAG ADA accessibility standards. |
No information available | |
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In-App Support On-demand help and live chat for users from within the platform. |
In-app help and live chat referenced in user support documentation. |
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