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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

For private equity real estate firms, accurately calculating distributions for equity investors is essential, yet managing complex waterfalls within delicate Excel spreadsheets diverts valuable time and resources from more strategic initiatives. As your firm continues to expand through acquisitions, the burden of calculating distributions for each project will only become more cumbersome for your team. Moreover, as investor expectations shift regarding how they receive and understand their investment information, it is imperative to adapt. Investors not only require the established trust of your relationship but also demand constant availability and transparency in their communications. In today's landscape, modern wealth management and investment platforms offer advanced web and mobile portals, setting a new standard that now extends to commercial real estate investments. To meet these evolving expectations, implementing an investor dashboard that integrates all relevant data—such as distributions and investment details—will be crucial for enhancing the overall investor experience and streamlining communications. This approach will ultimately allow your team to focus on more impactful tasks while ensuring that investors remain informed and engaged.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail No 
Google Analytics No 
Microsoft Outlook No 
Rocket Data Replicate & Sync No 
SendGrid Yes 
SuiteSpot No 
VuSpex No 
Vyzer No 

Integrations

Gmail Yes 
Google Analytics Yes 
Microsoft Outlook Yes 
Rocket Data Replicate & Sync Yes 
SendGrid No 
SuiteSpot Yes 
VuSpex Yes 
Vyzer Yes 

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 Yes 
iPad App Yes 
Android App Yes 
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 Yes 
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 Yes 
Webinars Yes 
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

RealPage

Founded

2015

Country

United States

Website

www.investormanagementservices.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

Commercial Real Estate

Brand Management No 
CRM Yes 
Cash Flow Analysis Yes 
Critical Date Alerts Yes 
Deal Management Yes 
For Appraisers No 
For Brokers Yes 
For Investors Yes 
For Property Managers Yes 
Portfolio Management Yes 
Strategic Planning Yes 

Investment Management

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

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 

Real Estate CRM

Campaign Management No 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking No 
Segmentation Yes 

Real Estate Transaction Management

Accounting Yes 
Appointment Scheduling No 
CRM Yes 
Commission Management No 
Contract Management Yes 
Critical Date Alerts Yes 
Document Templates Yes 
Electronic Signature Yes 
File Sharing Yes 
Task Management Yes 
Transaction Review Yes 

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