Portfolio + Portal
Scale portfolio monitoring and investor relations securely.
Portfolio + Portal Seed
Portfolio Management and Investor Portal combined to for a world-class performance tracking, KPI monitoring and investor communications platform.
Includes:
- AUM upto $50mn per fund
- Cashflow and IRRs
- KPI monitoring
- Captable management
- Round projections
- Multi-currency support
- Custom reporting
- Upto 100 MB / file
- Branded subdomain
- Publish metrics
- Custom branding
- Multiple users per investor
*Cost shown does not include the required, one-time Seed Onboarding for a fee of $1,500.
Portfolio + Portal Growth
Advanced controls and flexibility with reporting and projections with Portfolio and Portal Growth tiers.
Seed plus:
- AUM upto $250mn per fund
- Cashflows across funds
- Granular KPI monitoring
- Exit waterfall
- Jcurve projections
- Advanced reporting
- Watermarks
- DocuSign for GPs
- Granular permissions
- Dashboard across funds
- Preview as an investor
*Cost shown does not include the required, one-time Growth Onboarding for a fee of $2,500.
Portfolio + Portal Enterprise
A flexible portfolio and investor portal software for advanced permissions & security
Growth plus:
- Custom investor portal domain
- Custom Single Sign On / SAML
- Custom security questionnaires
- US, EU & APAC data residency
Exclusive Add-ons (Contact for Pricing):
- Premier support
- Customer success manager
*Cost shown does not include the required, one-time Enterprise Onboarding for a fee of $4,000 onwards.
| Features | Portfolio + Portal Seed $750/mo | Portfolio + Portal Growth $1,200/mo | Portfolio + Portal Enterprise $1,800/mo onwards |
|---|---|---|---|
AI agent - Ira | Add-on | Add-on | Add-on |
AUM | Upto $50mn per fund | Upto $250mn per fund | Unlimited |
Investor management | 100 investors per fund | 250 investors per fund | Unlimited |
Custom fields | Upto 20 custom fields | Unlimited | Unlimited |
Contact management | |||
Bank details | |||
Share documents | Upto 100MB per file | Upto 100MB per file | Unlimited |
All Funds ❤️ Fundwave
Powering the world's best funds, from next-gen micro funds to $bn funds
Portfolio + Portal
Scale portfolio monitoring and investor relations securely.
Portfolio + Portal Seed
Portfolio Management and Investor Portal combined to for a world-class performance tracking, KPI monitoring and investor communications platform.
Includes:
- AUM upto $50mn per fund
- Cashflow and IRRs
- KPI monitoring
- Captable management
- Round projections
- Multi-currency support
- Custom reporting
- Upto 100 MB / file
- Branded subdomain
- Publish metrics
- Custom branding
- Multiple users per investor
*Cost shown does not include the required, one-time Seed Onboarding for a fee of $1,500.
Portfolio + Portal Growth
Advanced controls and flexibility with reporting and projections with Portfolio and Portal Growth tiers.
Seed plus:
- AUM upto $250mn per fund
- Cashflows across funds
- Granular KPI monitoring
- Exit waterfall
- Jcurve projections
- Advanced reporting
- Watermarks
- DocuSign for GPs
- Granular permissions
- Dashboard across funds
- Preview as an investor
*Cost shown does not include the required, one-time Growth Onboarding for a fee of $2,500.
Portfolio + Portal Enterprise
A flexible portfolio and investor portal software for advanced permissions & security
Growth plus:
- Custom investor portal domain
- Custom Single Sign On / SAML
- Custom security questionnaires
- US, EU & APAC data residency
Exclusive Add-ons (Contact for Pricing):
- Premier support
- Customer success manager
*Cost shown does not include the required, one-time Enterprise Onboarding for a fee of $4,000 onwards.
| Features | Portfolio + Portal Seed $750/mo | Portfolio + Portal Growth $1,200/mo | Portfolio + Portal Enterprise $1,800/mo onwards |
|---|---|---|---|
AI agent - Ira | Add-on | Add-on | Add-on |
AUM | Upto $50mn per fund | Upto $250mn per fund | Unlimited |
Investor management | 100 investors per fund | 250 investors per fund | Unlimited |
Custom fields | Upto 20 custom fields | Unlimited | Unlimited |
Contact management | |||
Bank details | |||
Share documents | Upto 100MB per file | Upto 100MB per file | Unlimited |
All Funds ❤️ Fundwave
Powering the world's best funds, from next-gen micro funds to $bn funds