Products
|
|||
Track record analytics | |||
Fund marketplace | |||
Investor CRM | |||
Document sharing | |||
Data rooms | 5 GB | 5 GB | |
Spaces | |||
e-Signatures | |||
Integrations | |||
Team members | Up to 3 | Up to 5 | |
Investor invitations | Unlimited | Unlimited | |
Engagement tracking | |||
Secure sharing | |||
Support | Account manager | ||
White label | Additional charge | Additional charge | |
Track record analytics
|
|||
Purpose-built analytics for VC and PE track records | |||
Fund and portfolio company data | |||
Standard and custom metrics | |||
Custom analytics | |||
Smart data interface | |||
Excel upload / download | |||
Data versioning | |||
Upload benchmarks | |||
Fund marketplace
|
|||
List your fund on the Betterfront Marketplace | |||
Get connected to institutional investors | |||
Receive and manage investor requests | |||
Investor CRM
|
|||
Contact management | Unlimited contacts | Unlimited contacts | |
Track emails | |||
Log email, call, meeting | |||
Pipeline management | |||
Notes & tasks | |||
Track commitment amounts | |||
Contact owner | |||
Exports in CSV | |||
Create investor groups | |||
Document sharing
|
|||
Share documents | Unlimited documents | Unlimited documents | |
Share via Email | |||
Share via Link | |||
No log-in required | |||
Access control | |||
Granular permissions | |||
Document versioning | |||
On-slide messaging | |||
Document insights | |||
Preview mode | |||
Data room
|
|||
Custom data rooms | Unlimited rooms | Unlimited rooms | |
Share via Email | |||
Share via Link | |||
Access control | |||
Granular permissions | |||
All formats | |||
Preview mode | |||
Duplicate data room | |||
Spaces
|
|||
Create spaces with custom header | Unlimited spaces | Unlimited spaces | |
Collect investor commitments | |||
Attach data rooms | |||
Attach documents | |||
Attach videos | |||
Share via Email | |||
Share via Link | |||
e-Signature
|
|||
Create and share documents to e-sign | Unlimited e-signatures | Unlimited e-signatures | |
No log-in required | |||
Document editor | |||
Custom fields | |||
Real-time notifications | |||
Mutli-signers | |||
Contacts autofill | |||
Automatic delivery of signed documents at completion | |||
Audit trail | |||
Engagement tracking
|
|||
Real-time analytics | |||
Real-time email notifications | |||
Activity dashboard | |||
Location access notification | |||
Individual-level analytics | |||
Engagement scoring | |||
Weekly reporting | |||
Secure sharing
|
|||
One-click NDA | |||
Email verification | |||
Dynamic and customisable watermarks | |||
Audit trails | |||
Remove access | |||
Password protection | |||
Integrations
|
|||
Gmail & Chrome | |||
Outlook | |||
Hubspot | |||
Slack (coming soon) | |||
Affinity (upon request) | |||
White label
|
|||
Dedicated investor page | Additional charge | Additional charge | |
Custom backgrounds and layouts | Additional charge | Additional charge | |
Replace Betterfront’s logo with your own | Additional charge | Additional charge | |
Replace Betterfront’s favicon with your own | Additional charge | Additional charge | |
You own subdomain (yourfirm.betterfront.io) | Additional charge | Additional charge |