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FundEngine

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About FundEngine

FundEngine is a financial management software from Cloud Theory that supports fund administrators and investment managers in managing their portfolios. It combines data analytics, reporting tools, and compliance tracking so users can make informed investment decisions. The platform helps ensure regulatory requirements are met while also providing insights into fund performance. FundEngine is designed to handle complex investment structures and provides customizable reporting options to fit various client needs. Key capabilities: data analytics reporting tools compliance tracking portfolio management user-friendly interface Best for: fund administrators and investment managers that need to efficiently manage investments and comply with regulations.

FundEngine Details

Vendor
Cloud Theory
Year Launched
2015
Location
Corporate Address 655 Montgomery Street Suite 1400 San Francisco, CA 94111
Deployment
cloud
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Chinese, Japanese, Korean, Russian
Users
Fund Managers, Investor Relations Professionals, Deal Originators, Fund Administrators, Compliance Officers
Industries Served
Private Equity, Real Estate Investment, Hedge Funds, Asset Management, Wealth Management
Tags
Private Markets, Fundraising, Deal Management, Investor Relations, Asset Management, CRM, Compliance, Workflow Automation, API, Real-Time Data

FundEngine's In-App Market Place

Does FundEngine have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

NA

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), JPY (¥), NZD (NZ$)

Pros & Cons

  • All-in-one platform combining deal flow, investor relations, and reporting
  • Seamless Salesforce integration
  • Automated workflows and compliance tools
  • Robust investor portals with detailed analytics
  • Scalable for firms of various sizes
  • Pricing details are not provided, may be costly for smaller firms
  • Complex setup requiring training for optimal use
  • Dependency on internet connectivity due to cloud base
  • Limited in-built mini-apps, relying on integrations
  • Requires experience for full utilization of features

FundEngine's Support Options

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