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ease
features
design
support

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Write a Review

Description

Streamline Your Fundraising Process. Finta enables early-stage businesses to secure private capital more efficiently. It offers a cloud-based, secure storage solution for your investment deals. Allow potential investors to gain a comprehensive understanding of your organization during the fundraising process. Your sensitive information and files are safely housed in an organized manner, tailored to investor preferences. You maintain control over confidential access, ensuring that your data remains structured and easy to navigate. Our intuitive software saves you valuable time while enhancing your ability to cultivate and deepen relationships with investors, ultimately leading to increased funding. Additionally, you can accurately oversee your company’s equity and fundraising efforts in real-time. At Finta, we are revolutionizing the investment experience for businesses. With our automated CRM, you can monitor your deals at every phase of the pipeline, offering you clear insight into the current engagement level of potential investors. This innovative approach not only simplifies the process but also empowers you to make informed decisions as you secure the necessary capital.

Description

Address any data sharing obstacles with an efficient solution. The Prism Virtual Data Room provides a straightforward and secure platform for document and data sharing, ensuring that all users experience top-notch performance and security tailored for the complex requirements of financial institutions in private equity and venture capital sectors. With Prism, sharing sensitive information securely becomes quicker and more efficient, enabling effective management of due diligence processes, establishment of deal rooms for mergers and acquisitions, capital raising, investor reporting, as well as streamlined board communication. Designed specifically for the private markets, Prism is seamlessly integrated with iLEVEL, our premier software for monitoring private investment portfolios, allowing for easy permission management and data access. Furthermore, Prism enhances the speed and security of sharing critical information with investors, limited partners, and other essential stakeholders, whether for fundraising endeavors or fund reporting requirements. Ultimately, this innovative solution fosters improved collaboration and efficiency in handling sensitive financial activities.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$99 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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

Types of Training

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

Vendor Details

Company Name

Finta

Founded

2018

Country

United States

Website

www.trustfinta.com

Vendor Details

Company Name

S&P Global

Founded

1917

Country

United States

Website

www.spglobal.com/market-intelligence/en/solutions/products/prism

Product Features

Fundraising

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

Product Features

Virtual Data Room

Anonymity Management No 
Audit Trail No 
Collaboration No 
Data Protection No 
Data Storage Management No 
Document Tagging No 
Due Diligence Management No 
Procurement Management No 
Project Management No 
Role-Based Permissions No 
Secure Preview No 

Alternatives

Alternatives

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