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Average Ratings 2 Ratings

Average Ratings 0 Ratings

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Description

B2i Technologies provides adaptable, fully integrated corporate and investor relations website solutions built for complete control and effortless integration. Our platform is engineered to blend smoothly into a company’s existing corporate website, rather than requiring migration to a proprietary hosted environment. Using modular data components, presentation-ready APIs, and a WordPress plugin, we enable comprehensive investor relations functionality to operate directly within your current digital ecosystem. In contrast to many alternative providers that host IR content on proprietary systems or isolated subdomains, our approach stands apart.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) No 
Docusign No 
Dropbox Sign No 
SendGrid Yes 

Integrations

Amazon Web Services (AWS) Yes 
Docusign Yes 
Dropbox Sign Yes 
SendGrid No 

Pricing Details

$125 per month
Pricing paid annually.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

B2i Technologies, Inc.

Founded

2000

Country

United States

Website

www.b2itech.com

Vendor Details

Company Name

FundFormer

Founded

2017

Country

United States

Website

www.fundformer.com

Product Features

Financial Data APIs

Effortlessly integrate live IR data and personalized content into any website without the need to switch platforms, using our innovative IR data widgets. With B2i’s IROffice tools, updating your information is both quick and straightforward. Our widgets are specially crafted for publicly traded companies. Reasons Teams Prefer B2i Widgets While many data widgets only provide automated feeds such as SEC filings and stock prices, B2i’s DataAnywhere and IROffice empower you to showcase and manage any kind of content you desire. Through IROffice, your investor relations team—or ours—can oversee both automated and manual content without needing developer assistance. This approach saves you time, reduces costs, and minimizes the complexity of managing your investor relations website. Enhance your IR capabilities without overhauling your current website Rapid deployment without the expense of a complete redesign Timely, compliant IR data provided in real-time Greater autonomy for your team with reduced reliance on vendors More economical annual expenses compared to comprehensive vendor solutions Dedicated support from knowledgeable professionals. Forget about tickets and waiting lines.

Investor Relations

Your platform often serves as the primary source of information for investors, analysts, and stakeholders. B2i delivers a comprehensive solution that consolidates your corporate and investor relations content seamlessly. Our services encompass the design, hosting, and management of your complete website needs through our specialized corporate IR website design offerings. A Cohesive Website Designed to Serve Your Entire Organization What sets us apart is that you retain full ownership of the website, rather than the vendor. Whether your team or ours is managing it, updating content is straightforward with our intuitive, point-and-click IROffice portal. There’s no need for developer expertise or direct access to the main site, ensuring that your content remains up-to-date without complicating the management of your corporate website. Key Features Included with Our Tailored IR Website Solutions: - A contemporary corporate design customized to reflect your brand, which you fully control. - Integrated investor relations data feeds that cover financials, filings, news, email notifications, and more. - A secure and dependable hosting environment with round-the-clock monitoring throughout the year. - Consistent, reliable support with no lengthy ticket systems or queues—just genuine assistance from our dedicated team.

Automated Reporting Yes 
Compliance Management Yes 
Custom Emails / Newsletters Yes 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management Yes 
Electronic Signature No 
IR Website Builder Yes 
Investor CRM Yes 
Investor Transactions / Valuations No 

Whistleblowing

B2i offers a confidential whistleblower hotline and a secure online submission form designed to support corporate governance adherence.

Access Controls / Permissions Yes 
Automated Routing No 
Compliance Management No 
Customizable Branding Yes 
Multi-Language Support Yes 
Real-Time Chat Yes 
Reporting / Analytics No 
Workflow / Process Automation No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

Subscription Management

Cancellation Management No 
Discount / Coupon Management No 
Dunning Management No 
Enrollment Management No 
Product Catalog No 
Recurring Billing No 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal No 
Subscription Plan Management No 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics No 

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