Fundvis is a fund oversight platform that automates administrative workflows and centralizes data collection and processing from various sources, enhancing communication among all stakeholders in the investment fund lifecycle. By streamlining due diligence, regulatory reporting, and compliance processes, Fundvis reduces manual effort and errors, enabling faster and more efficient fund management.
Funding
$560K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
The fund industry faces challenges in managing complex administrative workflows and data collection from disparate sources, leading to inefficiencies and potential errors. Stakeholders often struggle with fragmented communication, manual processes, and the increasing complexity of regulatory reporting and compliance.
Solution
Fundvis offers a Software-as-a-Service (SaaS) platform designed to automate fund administration workflows and centralize data management throughout the fund lifecycle. The platform streamlines communication and coordination among stakeholders, from fund setup to ongoing management and regulatory reporting. By using AI-powered agents for automated data collection and report creation, Fundvis reduces manual effort, minimizes errors, and enhances operational efficiency. Its low-code backend enables easy customization and integration with third-party applications, ensuring interoperability within existing IT environments.
Target Audience
Fundvis primarily targets medium-sized companies, including fund managers, Alternative Investment Fund Managers (AIFMs), legal firms, and depositary banks, seeking to digitalize their operations and improve efficiency.
Features
- Centralized platform for managing fund setup, due diligence, regulatory reporting, and DORA compliance
- AI-powered agents for automated data collection and report generation
- One-click deployment of template due diligence and sanction questionnaires
- Real-time collaboration tools to improve communication and coordination among stakeholders
- Integrated approval cycles for streamlined decision-making and compliance
- Smart deadline and alert system to ensure timely task completion
- Data export tools for efficient creation and launch of financial vehicles (e.g., RAIFs, SPVs, Portfolios)
- API for data collection, processing, and transmission to local regulators (e.g. CSSF, BAFIN)