WebVision Description
WebVision is a cloud-based, highly-secure and customizable website content management system (CMS), and investor portal platform that asset managers use to meet the needs of their clients. It allows them to access fund marketing materials, account-level performance data, as well as other reporting requirements. WebVision can be used as a fund reporting module or standalone website. It can also be connected to existing websites. Imagineer's in-house design team can also create custom websites. This powerful, secure online portal allows for all investor and prospect communications to be automated. WebVision can be used as an independent tool, importing data from proprietary CRM tools or integrated with Clienteer to provide even greater control and automation.
WebVision Alternatives
DealRoom
DealRoom is a lifecycle management platform for professionals involved in complex finance transactions like M&A. Our platform offers secure data storage, diligence management, and pipeline management. It also allows for overall project management. Our goal is to assist teams in creating a better M&A process. This allows for innovation, value-creation, and the original vision of the deal to be maintained and implemented.
Why was DealRoom started?
M&A is perhaps the most complex, information-dense and unpredictable process within the corporate sector. Transactions begin with the promise of innovation and value creation by combining the strengths and cultures of two unique entities. However, initial goals are often lost. As deals continue to grow in quantity and transaction size, DealRoom aims to create a more collaborative, people-driven and equitable M&A process that focuses on the original vision of innovation. Mission Statement.
How does DealRoom differ from other providers? Unlike other providers, DealRoom has project management capabilities to improve a client’s overall process and eliminate common inefficiencies such as Excel trackers, one-off emails, and unsafe file sharing.
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Clara
You will find all the tools you need to grow and manage your business. Start today, or seamlessly transfer from your current cap table provider. Throughout the digital process, you will be guided by industry experts. Enjoy our transparent pricing and say goodbye to large legal bills. You can digitally form companies in many jurisdictions including ADGM, DIFC Cayman, Delaware Singapore and Saudi Arabia. Start today or seamlessly migrate from your current cap table provider. Use our free DocuSign Integration to collect signatures, and keep everything secure and automatically categorized within our smart data room. Create legal documents in just seconds and share them for others to review, comment on, and amend. Create your own templates. Our documents are carefully crafted by lawyers with decades of expertise. Digital formations in jurisdictions that are preferred by investors. Automate your ESOP management and cap table management.
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Agora
We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital.
Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place.
Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements
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Midaxo
Midaxo helps corporate development teams manage the entire M&A process from deal sourcing to evaluation and post-merger integration. The Midaxo+ software solution enables frequent acquirers to standardize their approach, visualize deal progress, and create value faster.
Product highlights include:
- Pipeline Management: database of deals, pipeline visualization, tracking contacts, documents, and communications
- Process Management: templatizing, standardizing, and tracking tasks throughout deal sourcing
- Buy-Side Virtual Data Room: managing information requests/disclosure between buyer and seller in due diligence; making docs available to stakeholders in post-merger integration
- Data Security: certified organization-wide for ISO 27001 information security standard
Key features include:
End-to-End M&A Platform
Playbooks
CRM
Buy-Side VDR
Kanban-Style Pipeline
Midaxo Insights
Deal Scoring
Due Diligence Checklists
Information Requests
Deal Workspaces
Dashboards
Slides
Task Management
Progress Tracking
Email Notifications
Outlook Integration
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Pricing
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Imagineer Technology Group
Year Founded:
1998
Headquarters:
United States
Website:
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Webinars
Live Online
In Person
Customer Support
Phone Support
WebVision Features and Options
Virtual Data Room Software
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
Content Management System
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Equity Management Software
Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management
Financial Services Software
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
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