Compare Pricing Plans
Features
Micro
Seed
Growth
Large
Enterprise
Number of companies
Upto 25
Upto 50
Unlimited
Unlimited
Unlimited
Average Deal Size
Upto $500K
Unlimited
Unlimited
Unlimited
Unlimited
Record
Invest
Record investments in equity, debt, convertible note, SAFE, warrant etc
Value
Value by share price. Based on last investment, last round or a custom method
Sell
Choose to record cost of sales using weighted average, FIFO or LIFO
Convert
Convert your notes, exercise your warrants and more
Across funds
Post transactions across multiple funds in one go. Requires subscription for 2 or more funds
Record by tax lots
Choose which tax lots to sell
Underlying companies
For fund of funds who track underlying portfolio
Model
SAFEs / Convertible Notes
Model your notes and SAFEs based on pre-money or post-money caps and discount rates
Venture debt amortization schedules
Create amortization schedules based on Equal installments, fixed payments or upload your own schedule
Forecast upcoming round
Forecast fully diluted stake in an upcoming round
Exit Waterfall
Calculate exit proceeds based on share class seniority, liquidation preferences, participation caps and more
Carry projection
Forecast carry based on actual and forecasted investment cashflows.
Jcurve cashflow projection
Forecast a series of rounds, follow-ons to create Jcurve projections for a company or your fund.
KPIs
Custom KPIs
Create your own KPIs like MRR, # of employees
Upto 5
Qualitative Updates
Ask for qualitative updates, such as COVID19 impact
Files
Ask for signed documents to support the submitted numbers
Company logins
Complimentary logins for your companies to submit KPIs, updates and files
Automatic Submission schedules
Create a pre-defined schedule to collect KPIs
Monthly & up
Monthly & up
Weekly & up
Weekly & up
Weekly & up
KPI Forecasts
Forecasted KPIs and custom scenarios
KPI templates
Manage KPIs across many companies in one go
Granular KPIs
Collect KPIs by region, by product or similar
Captable
Record Co-Investors
Record coinvestors for each round
Import Captables
Import captables through Excel, or commonly used formats including Carta, EqVista etc
Co-Investor analytics across investments
Identify your top co-investors for a sector, round, region or on an overall basis
Reporting
Reporting Dashboard
Interactive dashboards with custom columns, one-click export to excel
Fundwave Functions for Excel
Create live reports with your Fundwave data. e.g. =FW.IRR()
DIY Custom Reporting
Custom reporting without the need to learn SQL
Integrations
Quickbooks
Companies can pull their accounting data through Quickbooks
Xero
Companies can pull their accounting data through Xero
Excel
Companies can submit metrics through our Excel Addin
Enterprise
SSO
Sign in with Active Directory or LDAP
Single Tenant
Single tenant database, with hosting and backups in a location of your choice
Premier Support
Faster response times, senior support team, phone support and more
Micro
14-day trial
Seed
14-day trial
Growth
14-day trial
Large
Contact Sales
Enterprise
Contact Sales