Announcement
ISO 27001:2022 Certified · Used by Fund Managers, Investment Banking and Family Office Firms
Manage relationships, transactions, fundraising activities, documentation, and stakeholder collaboration through a unified operating environment.
Transform institutional knowledge, market activity, relationships, and documents into actionable operating intelligence through embedded AI.
Extend beyond internal operations through a connected network — reaching investors, sourcing opportunities, and generating deal flow without leaving the platform.
FinBursa 360
External market signals feed firm context. Firm context informs individual workflow intelligence. All three compound with every interaction; the deeper the use, the stronger the output.
Not locked to any single AI provider. Optimal model selected per task. Firm data is never used to train foundation models. Fully permission-scoped.
ALF surfaces signals in CRM, flags inconsistencies in VDR, drafts IC memos in Deal Management, tracks commitment risk in Fundraising, all at once, all in context.
Contacts, companies, funds, and properties: every meeting, email, and deal interaction logged without manual entry.
Segment by mandate, geography, tier, or engagement signal. Segmentation logic applies automatically across listings, campaigns, and outreach.
Track which relationship introduced which deal, all the way through to close. Preserved across every deal stage.
Deals arrive through a branded intake portal with configurable forms. Complete from first submission. No chasing documents over email.
Buy-side, sell-side, fund investments, secondaries, real assets, cohort applications: any pipeline with configurable stages and approval flows.
ALF reads deal documents, flags inconsistencies, benchmarks against market comparables, and drafts the IC memo. The team refines, rather than writes from scratch.
Each investor, buyer, or syndicate member sees only their own materials and interacts in their own controlled environment within the campaign.
Fund raises, sell-side mandates, bookbuilds, secondary placements, co-investment syndicates: one funnel template per campaign type.
Documentation, signatures, KYC, and commitment tracking managed within the campaign. Listing Leads flow in automatically, with no re-entry from the discovery stage.
Folder and file-level access by user and role. Set and modified instantly. NDA enforcement with digital signature before any sensitive document is accessible.
Control what is available at each stage: teaser visible to all, IM after NDA, full financials after soft-commit. Automated, not managed manually per investor.
Every view, download, share, and permission change logged with timestamp and identity. Exportable for legal and compliance purposes.
Investee/Seller Portal attaches to Deal Management and VDR. Investor/Buyer Portal attaches to Listing, Fundraising, and post-close reporting. Same infrastructure, different contexts.
The LP who committed in the fundraise is the same record in the post-close reporting portal. No re-onboarding, no separate system, no duplicate.
External parties access their portal with their own credentials. No FinBursa subscription on their side. Frictionless onboarding under the firm's brand and domain.
Present opportunities to a defined audience (syndicate members, co-investors, or known buyers) without publishing to the network. Full tiered visibility control.
Deal owner identity withheld until soft-commit or operator approval. Protects intermediary position throughout the process.
Extend any listing to the FinBursa Network in one step. Investors who engage appear as Listing Leads in Fundraising, with no re-entry and no duplicate record.
Firms can optionally extend any listing to the FinBursa Network, a connected ecosystem of verified investors, founders, and capital seekers. Learn about the Network
Explore Listing
Operating intelligence embedded across every workflow, surfacing context-aware insights across relationships, transactions, fundraising, market intelligence, and institutional knowledge.
Control access at the firm, transaction, document, and user level. Defined once, applied consistently across every module.
Maintain visibility across activities, approvals, communications, and document interactions — immutably logged across all modules.
Data and documents encrypted at rest with AES-256 and in transit with TLS 1.2+, across all platform infrastructure.
Each firm operates in its own fully isolated environment. Data never crosses between organizations, even on shared infrastructure.
Manage origination, execution, fundraising, and portfolio collaboration from a single environment.
ExploreExecute mandates, manage buyers, coordinate stakeholders, and distribute opportunities.
ExploreAccess opportunities, manage relationships, and coordinate investment activity with institutional-grade infrastructure.
ExploreManage fundraising, transactions, and stakeholder communication across complex asset structures.
ExploreSupport sourcing, investment workflows, LP engagement, and portfolio ecosystem management.
ExploreCoordinate borrowers, investors, documentation, and transaction activity across the credit lifecycle.
ExploreSupport fundraising, M&A, and transaction advisory workflows from mandate to close.
ExploreManage cohort intake, deal assessment, and investor network coordination in one environment.
ExploreThe FinBursa Network
Institutions. Expand distribution, attract qualified investor interest, and access sourced deal flow — directly through the platform.
Learn more
Founders. Present growth opportunities to a qualified audience of institutional and professional investors across the network.
Start raising
Capital Seekers. List investment opportunities, secondary transactions, and fundraising initiatives — reaching investors and buyers without intermediaries.
List an opportunity
Investors. Discover and engage with private market opportunities sourced from firms across the network. Available on the FinBursa mobile app.
Join as an investor
All participants undergo identity verification and regulatory screening before accessing the network. FinBursa is a technology provider — not a broker, placement agent, or financial intermediary.
Ecosystem Partners
FinBursa 360 is a private markets operating platform — a unified environment covering investment CRM, deal management, fundraising, virtual data rooms, client portals, listing, and embedded AI. Every module shares a single data layer, intelligence layer, permission framework, and audit trail.
ALF is FinBursa's operating intelligence layer — active across every module, in full context, at all times. It surfaces insights across deals, relationships, documents, and market activity without requiring manual input or separate AI tools. ALF operates at three levels simultaneously: market, firm, and individual workflow context.
FinBursa 360 is built for private equity, venture capital, investment banking, family offices, private credit, and real assets firms. Each firm type has a dedicated workflow configuration mapped to its operational requirements.
Intapp is built around compliance and firm management for law and financial services firms broadly. Affinity is a relationship intelligence CRM. DealCloud is a deal and relationship management platform. FinBursa 360 covers the full private markets lifecycle — CRM, deal execution, VDR, fundraising, and distribution — in one environment, with AI operating natively across all modules rather than as a separate layer.
Investment tickets are shrinking across private markets, which means fund managers and investment banks need to reach more LPs, co-investors, and buyers than ever before — without adding headcount. FinBursa 360 enables firms to mass invite, manage, and distribute to large investor bases from a single environment, with every relationship, document interaction, and commitment tracked automatically across CRM, Fundraising, Listing, and VDR modules.
A 30-minute walkthrough mapped to your firm's workflow. No commitment required. 14-day implementation - Dedicated onboarding - No lock-in
