Make fast, effective decisions on your investment workflow. All your team’s data enriched and accessible from anywhere.
Enhance your team’s productivity with comprehensive pipeline management.
The best deals come through your network, we'll help you manage it.
Total visibility of your portfolio anytime, anywhere.
Constantly improve the effectiveness of your investment process with in‑depth metrics
We've migrated clients from multiple platforms including Salesforce, Sevanta, Streak, Pipedrive, Excel and many more.
Whilst ensuring we maintain your data's integrity, we're also able to add additional datapoints during the migration process, giving you a more complete view of your data than ever before.
Our customers rely on Fundstack to keep their firms running day in and day out.
Join the ranks of leading funds and see what Fundstack can do for you and your team.