pipeline & sourcing

GP & Pipeline Intelligence for LPs

Track dialogues, access fund overviews and analyze performance across funds and managers to quickly map the market to make informed investment decisions.

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Centralize your Manager data

Track dialogues, access fund overviews and analyze performance to quickly map the market to make informed investment decisions.

Instant Manager Overview

Always have an up-to-date view of a GP and the latest performance, with automatic benchmarking

All meetings + notes in one place

Take control of your intelligence

Track investors, pitch decks and more

Have all manager information right at your fingertips

Real-time pipeline overview

See real-time short- and long-term pipeline to manage and streamline your process

Manage your Pipeline

Always up to date view across stages and commitments

Track and forecast your long-term pipeline

Ensure you don't overcommit or miss top-rated funds, while staying ahead dry spells

Track all co-investments

Improve your co-investment flow to challenge GPs who offers less than expected

Plan your travels

Get the most of your valuable time on the road

Simplify your travel planning

Filter by state, city and more to simplify and get the most out of your travel. Plus, automatic distance calculator between offices. You can also save and load your travel as you book meetings.

Powerful One-Click Reporting with key KPI's

Share your data and insights with the click of a button

Screening reports

Consolidate your fund screenings and easily present them to your IC, Board or investors

Pipeline Reports

Consolidate all your pipeline into one report, generated with the click of a button

... and much more

Endlessly customizable

Fully customizable

Define your own screening stages, asset classes, sectors, meeting types and and setup custom reports.

Modern Technology

A peek at what else is inside

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Mobile ready

Stay connected and manage your relationships on the go with our mobile-friendly CRM, accessible from any device.

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Hassle-free setup

Enjoy the convenience of a fully functional CRM right in your browser. No lengthy setups or installations, just immediate access to all features.

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User-friendly interface

The CRM features a modern, clean design that enhances user experience and reduces distractions.

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Dedicated support

Extensive self-serve support in place with our support always close when there are additional questions or comments.

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Customizable

Prebuilt reports are helpful, but the magic happens when reports are tailored specifically for clients’ needs.

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Always evolving

Alternatives never sleep. Nor do FundFrame. Benefit from a system that evolves with your needs. Regular updates and new features keep you at the forefront.

mobile and tablet ready

Your Intelligence - Everywhere

Your schedule is packed. That's why we've optimized our software for on-the-go use. Quickly jot down notes between meetings or access key information during a GP meeting.
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Your intelligence is always within reach and has never been closer.

Support

Frequently Asked Questions

Who is FundFrame for?

FundFrame is a SaaS platform designed to streamline data management and analysis for private capital investors.

Our core focus is on family offices, fund-of-funds, and pension funds

How does FundFrame integrate with existing systems?

FundFrame supports APIs and data connectors that facilitate seamless integration with various existing systems. Our technical team can assist with setup.

Can I customize FundFrame to suit my needs?

FundFrame offers customizable dashboards and reports, allowing users to tailor the platform to their specific requirements. Additionally, the system's flexibility enables tailored solutions for each investor's unique needs

Can I export my data from FundFrame?

Users can easily export data in CSV, PDF, and Excel formats for sharing and analysis.

How does FundFrame ensure data security?

FundFrame is built on AWS, which supports 143 security standards and compliance certifications. In addition, we use state-of-the-art encryption so your data is safeguarded in transit with TLS and at rest through RDS AES-256. At FundFrame, we are consistently improving our security program to stay ahead of the curve.

What kind of support does FundFrame offer?

FundFrame offers support through multiple channels including phone, mail and video. In addition, onboarding assistance and personalized training sessions help new users get started quickly and effectively.

What makes FundFrame different from other platforms?

FundFrame was founded on the principle that software should assist rather than burden users. We offer flexible contracts without multi-year lock-ins with a modern interface suited for 2024 - not 2010.

How does FundFrame handle user access and permissions?

Users can be given varying levels of access based on their roles, ensuring data security and proper workflow management.

See FundFrame in action