Average Ratings 3 Ratings

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design
support

Average Ratings 0 Ratings

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Description

Secure corporate governance software for advanced contract management, secure board meeting management, intuitive entity management, and effortless virtual data rooms (VDR). ContractZen is the #1 solution for effective corporate governance, due diligence readiness, and peace of mind and is already loved by hundreds of customers in over 30 countries. With ContractZen, you're able to: 1. easily save and instantly discover contracts with automatic reminders 2. securely share meeting materials and sign meeting minutes electronically 3. clearly visualize organizational structure with ownership chart and corporate records 4. automatically organize files and easily manage access rights in due diligence

Description

FinBursa serves as an AI-driven platform tailored for professional entities in private markets, enabling small to mid-sized firms to manage their relationships, transactions, and fundraising efforts all in one central location, effectively replacing the need for CRMs, spreadsheets, shared drives, and makeshift data rooms. The platform offers a comprehensive CRM feature that integrates a cohesive overview of investors, issuers, companies, and funds, while its Deal Management capabilities include AI-enhanced workflows, collaborative spaces, secure data rooms, and diligent tracking of due diligence processes. Furthermore, its Fundraising tools encompass a limited partner portal, collaborative spaces, and automated reporting features. Each workflow is designed to integrate AI support, secure collaboration among multiple parties, and an institutional-grade document management system, ensuring a seamless user experience. Exclusively available for institutional, qualified, and professional investors, FinBursa does not serve as a broker or advisor and refrains from providing investment advice. It operates on a subscription model, free from any success or transaction-related fees, making it a straightforward choice for professional market participants.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Adobe Acrobat Sign
Assently E-Sign
Azure Marketplace
Docusign
Microsoft 365
Microsoft Outlook
Microsoft Teams
Visma Sign

Integrations

Adobe Acrobat Sign
Assently E-Sign
Azure Marketplace
Docusign
Microsoft 365
Microsoft Outlook
Microsoft Teams
Visma Sign

Pricing Details

$9.50/month/user
Free Trial
Free Version

Pricing Details

$1700/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ContractZen

Founded

2014

Website

www.contractzen.com

Vendor Details

Company Name

FinBursa Technologies Ltd

Founded

2024

Country

United Arab Emirates

Website

www.finbursa.com

Product Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Entity Management

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

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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