FundPanel

Securely share prior and current fund performance with new prospects. Simplify the management of multiple usernames and passwords. Each user has just one login that can be assigned to multiple organizations. Assign individual users with specific role types to ensure they can only view and download what they have access to. Built on the Salesforce Multitenant Cloud for enterprise-grade security. Confidently scale operations by leveraging Salesforces robust and flexible security architecture. FundPanel allows your team to focus on higher-level tasks by reducing the manual and repetitive nature of key aspects of fund operations such as capital calls, distributions, and financial reporting. The underlying CRM database enables you to have one contact list, tagged by role, so you can easily send custom communications to the right contacts. Create and distribute capital calls, distribution notices, capital accounts, and more