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features
design
support

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Write a Review

Description

EthosData makes it easier to close your M&A, IPO, or fundraising deal. To simplify your transaction, EthosData offers a simple, secure, and quick data room service. Multiple parties can collaborate on confidential information using our award-winning service, which includes data rooms that are easy to use and professional teams. Our virtual data room has been used more than 100,000 times and has helped to close deals worth $900+ billion. Your deal is our priority. We will focus on your documents.

Description

FinBursa serves as an AI-driven platform tailored for professional entities in private markets, enabling small to mid-sized firms to manage their relationships, transactions, and fundraising efforts all in one central location, effectively replacing the need for CRMs, spreadsheets, shared drives, and makeshift data rooms. The platform offers a comprehensive CRM feature that integrates a cohesive overview of investors, issuers, companies, and funds, while its Deal Management capabilities include AI-enhanced workflows, collaborative spaces, secure data rooms, and diligent tracking of due diligence processes. Furthermore, its Fundraising tools encompass a limited partner portal, collaborative spaces, and automated reporting features. Each workflow is designed to integrate AI support, secure collaboration among multiple parties, and an institutional-grade document management system, ensuring a seamless user experience. Exclusively available for institutional, qualified, and professional investors, FinBursa does not serve as a broker or advisor and refrains from providing investment advice. It operates on a subscription model, free from any success or transaction-related fees, making it a straightforward choice for professional market participants.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) No 
Encyb No 
Mailgun No 
PandaDoc No 
RiskScreen No 

Integrations

Amazon Web Services (AWS) Yes 
Encyb Yes 
Mailgun Yes 
PandaDoc Yes 
RiskScreen Yes 

Pricing Details

$180/month
Free Trial Yes 
Free Version Yes 

Pricing Details

$100/month
Premium only, from $100/month
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 Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

EthosData Virtual Data Room

Founded

2007

Country

United Kingdom

Website

www.ethosdata.com

Vendor Details

Company Name

FinBursa Technologies Ltd

Founded

2024

Country

United Arab Emirates

Website

www.finbursa.com

Product Features

Board Management

Agenda Time Management No 
Approval Process Management Yes 
Board Assessment No 
Calendar Management No 
Collaboration Yes 
D&O Questionnaires No 
Document Management Yes 
Electronic Signature No 
For Nonprofits Yes 
Member Directory Yes 
Minutes Management No 
Polls / Voting No 
Role-Based Permissions Yes 
Roles and Terms No 
Single Sign On No 
Skills Tracking No 

Content Management

Audio Content No 
Customizable Templates Yes 
Document Indexing Yes 
E-forms No 
Full Text Search Yes 
Image Editor No 
SEO Management No 
Text Editor No 
Version Control Yes 
Video Content No 
Website Management No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion No 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

File Sharing

Audit Trail Yes 
Chat / Messaging Yes 
Collaboration Yes 
Document Management Yes 
Drag & Drop Yes 
Electronic Signature No 
Encryption Yes 
File Synchronization Yes 
Search Yes 
User Management Yes 
Version Control Yes 
Workflow Management Yes 

Fundraising

Alumni Management No 
Auction Management No 
CRM No 
Campaign Management No 
Contribution Tracking No 
Donor Management No 
Event Management No 
Gift Matching Management No 
Grant Management No 
Membership Management Yes 
Mobile Giving No 
Payment Processing No 
Pledge Management No 
Prospect Management Yes 
Raffles / Lotteries No 
Recurring Giving No 
Volunteer Management No 

M&A

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 Yes 
Project Management Yes 
Role-Based Permissions Yes 
Secure Preview Yes 

Product Features

Financial CRM

Account Alerts No 
Asset Management Yes 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

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