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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Streamline Your Fundraising Process. Finta enables early-stage businesses to secure private capital more efficiently. It offers a cloud-based, secure storage solution for your investment deals. Allow potential investors to gain a comprehensive understanding of your organization during the fundraising process. Your sensitive information and files are safely housed in an organized manner, tailored to investor preferences. You maintain control over confidential access, ensuring that your data remains structured and easy to navigate. Our intuitive software saves you valuable time while enhancing your ability to cultivate and deepen relationships with investors, ultimately leading to increased funding. Additionally, you can accurately oversee your company’s equity and fundraising efforts in real-time. At Finta, we are revolutionizing the investment experience for businesses. With our automated CRM, you can monitor your deals at every phase of the pipeline, offering you clear insight into the current engagement level of potential investors. This innovative approach not only simplifies the process but also empowers you to make informed decisions as you secure the necessary capital.

Description

Fundex is a smart CRM solution specifically created to facilitate capital raising. Crafted by Fidelman & Co., it enables founders and fund managers to identify, engage, and secure investments from the most suitable investors by utilizing the same data and techniques employed by leading investment banking experts. The platform provides comprehensive onboarding led by professionals, tailored investor lists, detailed campaign analytics, and ongoing data validation to guarantee a seamless and effective fundraising journey. With Fundex's real-time dashboards and bi-weekly strategic reports, teams can enhance their outreach efforts and expedite deal closures, all while benefiting from a flexible subscription model. In addition, the platform's innovative features are designed to adapt to the evolving needs of users, ensuring sustained success in their fundraising endeavors.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$99 per month
Free Trial
Free Version

Pricing Details

$250
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

Finta

Founded

2018

Country

United States

Website

www.trustfinta.com

Vendor Details

Company Name

Fundex

Founded

2025

Country

United States

Website

www.usefundex.com

Product Features

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Product Features

Financial CRM

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

Alternatives

Alternatives

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