WealthBlock
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Average Ratings 1 Rating
Description
SeedForge (seedforge.com) is a fundraising data room for startups that investors follow: founders build their SeedForge Profile from their deck, documents and updates, and share one link. Investors and their own AI read it and follow the startup as it progresses.
How it works. Your SeedForge Profile always shows the latest version of your startup. Investors read the deck and ask it questions. Answers come only from your files and show each source.
For investors. Follow a startup for every major update or the milestones you choose. SeedForge emails you the updates you care about and would otherwise miss. Founders see that you follow. Your condition stays private.
What is free. Building and sharing your profile are free, and so are SeedForge Pre-screen and your first AI Session, which simulates an investor call. Complete your SeedForge Profile to unlock matched investors and an intro SeedForge drafts for each. Optional SeedForge Outreach sends intros from your own LinkedIn to matched investors and asks founders they backed for a warm intro to the investor. You approve every message.
Privacy. Your profile stays private until you share a link or turn on SeedForge Discovery. We never train AI on your data.
SeedForge also publishes the Active Investor List, a free list of investors with a publicly evidenced deal in the last six months.
Description
Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Calendly
No
Docusign
No
Dropbox Sign
No
Google Analytics
No
Google Data Studio
No
Mailchimp
No
Mangopay
No
Onfido
No
Plaid
No
Stripe
No
Integrations
Calendly
Yes
Docusign
Yes
Dropbox Sign
Yes
Google Analytics
Yes
Google Data Studio
Yes
Mailchimp
Yes
Mangopay
Yes
Onfido
Yes
Plaid
Yes
Stripe
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
SeedForge
Country
Dover, Delaware, United States
Website
seedforge.com
Vendor Details
Company Name
WealthBlock
Founded
2018
Country
United States
Website
wealthblock.ai/
Product Features
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Investor Relations
Automated Reporting
Yes
Compliance Management
Yes
Custom Emails / Newsletters
Yes
Data Centralization
Yes
Deal & Acquisition Management
Yes
Document Creation
Yes
Document Management
Yes
Electronic Signature
Yes
IR Website Builder
Yes
Investor CRM
Yes
Investor Transactions / Valuations
Yes
Virtual Data Room
Anonymity Management
Yes
Audit Trail
Yes
Collaboration
Yes
Data Protection
Yes
Data Storage Management
Yes
Document Tagging
Yes
Due Diligence Management
Yes
Procurement Management
No
Project Management
No
Role-Based Permissions
Yes
Secure Preview
Yes