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Description
FundFormer assists alternative asset managers and investors to process their fund documents quicker. Our investor onboarding portal was specifically designed for investors in hedge funds, venture capital, and private equity. Convert subscription documents to webforms that are integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms that use conditional logic. FundFormer can coordinate all deal parties during the fundraising process, including investors’ financial advisors and legal counsel. Data exports can be created for fund administration or investor onboarding. A FundFormer professional can assist you at any stage of your fund's lifecycle, from fund launch to investor closure to post-closing secondary transactions.
Description
Your web-form visitors can instantly be captured, verified, and enhanced with data. MyFormData helps enterprises convert web-form data into leads instantly. The MyFormData Platform (SaaS), enables marketers to increase business revenues by capturing and verifying web-form visitors' data in real-time to improve conversions. MyFormData generates more leads using the traffic you already have. You can tap into a database that contains 3 billion records about the businesses you are interested in connecting with. You can also gain insight such as location, contact information, IP address, device information and many other details. You can shorten web-forms to capture more leads and not lose the data you need.
API Access
Has API
API Access
Has API
Integrations
AdRoll
Amazon Web Services (AWS)
Constant Contact
Docusign
Dropbox Sign
Google Analytics
Google Docs
HubSpot CRM
HubSpot Customer Platform
Insightly
Integrations
AdRoll
Amazon Web Services (AWS)
Constant Contact
Docusign
Dropbox Sign
Google Analytics
Google Docs
HubSpot CRM
HubSpot Customer Platform
Insightly
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
500/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
FundFormer
Founded
2017
Country
United States
Website
www.fundformer.com
Vendor Details
Company Name
MyFormData
Founded
2018
Country
United States
Website
myformdata.com
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations
Subscription Management
Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Lead Capture
Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms
Lead Generation
Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification