Dealflow + Portfolio
Build deal pipeline, prepare IC cases and scale portfolio operations.
Dealflow + Portfolio Seed
A complete investment management solution that unites portfolio monitoring with world-class deal management and evaluation tools.
Includes:
- AUM upto $50mn per fund
- Cashflow and IRRs
- KPI monitoring
- Captable management
- Round projections
- Multi-currency support
- Custom reporting
- Data enrichment
- Pitch page
- Email integrations
- Pipeline analytics
*Cost shown does not include the required, one-time Seed Onboarding for a fee of $1,500.
Dealflow + Portfolio Growth
AI powered dealflow and portfolio software for advanced permissions & forecasting
Seed plus:
- AUM upto $250mn per fund
- Cashflows across funds
- Granular KPI monitoring
- Exit waterfall
- Jcurve projections
- Advanced reporting
- AI enabled workflows
- Forecast upcoming rounds
- Import captables
- Email and task automation
- Prepare IC case
- Private deals
*Cost shown does not include the required, one-time Growth Onboarding for a fee of $2,500.
Dealflow + Portfolio Enterprise
A flexible dealflow and portfolio software for advanced permissions & security
Growth plus:
- Custom SAML Single Sign-On
- Premier support
- US, EU & APAC data residency
- Live onboarding training
- Customer success manager
| Features | Dealflow + Portfolio Seed $575/mo | Dealflow + Portfolio Growth $950/mo | Dealflow + Portfolio Enterprise Custom |
|---|---|---|---|
AI agent - Paige | - | ||
KPI insights | |||
Read captables & board decks | |||
Autofill KPIs using AI | |||
AUM | Upto $50mn per fund | Upto $250mn per fund | Unlimited |
Investment management | 50 assets per fund | 100 assets per fund | Unlimited |
Custom fields | Upto 20 custom fields | Unlimited | Unlimited |
All Funds ❤️ Fundwave
Powering the world's best funds, from next-gen micro funds to $bn funds
Dealflow + Portfolio
Build deal pipeline, prepare IC cases and scale portfolio operations.
Dealflow + Portfolio Seed
A complete investment management solution that unites portfolio monitoring with world-class deal management and evaluation tools.
Includes:
- AUM upto $50mn per fund
- Cashflow and IRRs
- KPI monitoring
- Captable management
- Round projections
- Multi-currency support
- Custom reporting
- Data enrichment
- Pitch page
- Email integrations
- Pipeline analytics
*Cost shown does not include the required, one-time Seed Onboarding for a fee of $1,500.
Dealflow + Portfolio Growth
AI powered dealflow and portfolio software for advanced permissions & forecasting
Seed plus:
- AUM upto $250mn per fund
- Cashflows across funds
- Granular KPI monitoring
- Exit waterfall
- Jcurve projections
- Advanced reporting
- AI enabled workflows
- Forecast upcoming rounds
- Import captables
- Email and task automation
- Prepare IC case
- Private deals
*Cost shown does not include the required, one-time Growth Onboarding for a fee of $2,500.
Dealflow + Portfolio Enterprise
A flexible dealflow and portfolio software for advanced permissions & security
Growth plus:
- Custom SAML Single Sign-On
- Premier support
- US, EU & APAC data residency
- Live onboarding training
- Customer success manager
| Features | Dealflow + Portfolio Seed $575/mo | Dealflow + Portfolio Growth $950/mo | Dealflow + Portfolio Enterprise Custom |
|---|---|---|---|
AI agent - Paige | - | ||
KPI insights | |||
Read captables & board decks | |||
Autofill KPIs using AI | |||
AUM | Upto $50mn per fund | Upto $250mn per fund | Unlimited |
Investment management | 50 assets per fund | 100 assets per fund | Unlimited |
Custom fields | Upto 20 custom fields | Unlimited | Unlimited |
All Funds ❤️ Fundwave
Powering the world's best funds, from next-gen micro funds to $bn funds