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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

SendNow is a robust platform for secure document sharing and analytics, specifically tailored for professionals in finance, sales teams, advisors, investors, and various businesses. Users can share sensitive documents like pitch decks, proposals, and financial reports through secure, trackable links. The platform offers a variety of features including page-by-page engagement analytics, real-time notifications for when documents are opened, and comprehensive access controls such as password protection and email verification. Additional functionalities include link expiration, download controls, NDA gating, screenshot protection, dynamic watermarking, and detailed audit trails. SendNow also allows for branded document experiences, custom domains, and secure client and deal rooms, all enhancing the user experience. By utilizing SendNow, teams gain insights into document interactions, including which pages were viewed, the duration of each visit, and the timing of return visits. This platform is ideally suited for secure communications with clients, facilitating fundraising efforts, managing investor relations, enhancing sales engagement, ensuring thorough due diligence, and streamlining various financial workflows. Furthermore, it empowers professionals to maintain control over their sensitive information while making collaboration seamless and effective.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

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

Integrations

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

Pricing Details

$100/month
Premium only, from $100/month
Free Trial No 
Free Version No 

Pricing Details

$9/month
Free Trial Yes 
Free Version Yes 

Deployment

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

FinBursa Technologies Ltd

Founded

2024

Country

United Arab Emirates

Website

www.finbursa.com

Vendor Details

Company Name

SendNow

Founded

2022

Country

India

Website

sendnow.live

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 

Product Features

Document Management

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

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