Reporting platform for VC/PE funds, portfolio companies and Investors.
Fundequate platform provides end-to-end structured process for capital and debt investments monitoring, comprehensive reporting module for financials and KPIs and panel for Investors allowing them to online interaction with the fund.
Investment portfolio monitoring with online Dashboards and KPIs
Fundequate platform offers vast range of financial and operational measures and KPIs to build reports customised to fund manager and investor needs. Online access for portfolio companies allowing them to track their performance against budgets and variance analysis. We provide you with interactive Dashboards and KPI sets.
Advanced Reporting module for VC/PE with budgets control
We have created an advanced reporting and analytical modules allowing funds and their companies to report their actuals with budgets and forecasts. Fundequate provides an aggregated reporting at fund level.
Personalised Investor Portal for Limited Partners
Fundequate offers a personalised Investor Portal allowing your LPs to log in and monitor their investments, as well as their personalised data on their investment and risk profiles. We have introduced a brand new way of communicating with your investors, which makes a huge difference if you have hundreds of them.
A trading and reporting platform for VC/PE funds and their investors.
Last week we attended the Infoshare conference for startups and VC funds, where we presented the Fundequate platform dedicated to VC funds, their portfolio companies and investors. We would like to thank all the fund and startup managers with whom we spoke about how Fundequate can solve portfolio management and reporting problems.
We have successfully completed the incubation within the Startup Platform in the WAB hosted by Puławy Science and Technology Park.
Our presentation during Demo Day was awarded and we are preparing for InfoShare in Gdansk. Thank you for your inquisitiveness of experts and asking intriguing questions during Demo Day.
We have established Fundequate Sarl in Luxembourg and based on our access to Fundsquare regulatory gateway we can provide Luxembourg based VC funds with regulatory reporting including FATCA and CRS reports. From 2019 year all funds are obliged to report in FATCA/CRS regime even if they have no US citizens as their investors. In this case such called ‘zero reporting’ is required and sanction for failing to report it is EUR 10,000.
Our management and reporting platform dedicated to the Venture Capital and P/E industry has been qualified for the WAB acceleration platform. We are among startups in appreciated by PARP program. It is a 6-month acceleration program, under which we will develop a scalable business model for the European VC market.
Based on our leader position in proving accounting, reporting and valuations services to VC industry, we have designed and built an unique platform called FundEquate.
This is a reporting and communication platform that links Investors, Funds and Startups addressing burden of Excel-based reporting, managing the fund portfolio and tracking Cap tables of fund investments.