Feature
The Intelligent Front Office for Private Markets
One secure platform for private market firms to manage relationships, investments and transactions, with collaboration and intelligence embedded throughout.
Unified Front Office
Operations, intelligence and distribution in one environment. Built on shared context, so information moves with the relationships, deals and decisions it supports.
Manage relationships, execute deals, raise capital, control documents and collaborate with stakeholders in one operating environment.
Put institutional knowledge, market activity, relationships and documents to work through intelligence that operates across the firm.
List and share private market deal information and discover opportunities through a connected private markets database.
- Unified data layer
- Context-aware AI
- Granular permission framework
- Complete audit trail across every module
FinBursa 360
The intelligent front office for private markets. CRM, deal management, fundraising, VDRs, investor portal and distribution workflows connected around the relationships and deals they support.
One system of record for relationships, assets and activity
Centralize contacts, companies, funds, properties, interactions and deal activity in one connected record.
Capture emails and meetings automatically while keeping follow-ups, priorities and tasks connected to each relationship.
Surface relationship insights, connections and next actions from emails, calendar activity and relationship history, connected to active deals and fundraising workflows.
Secure and intelligent data rooms for every use case
Set read, upload, download and edit permissions with watermarking, embedded NDAs and controlled file access.
Collaborate with internal teams and external participants through room-level and file-level communication.
Monitor document access and heat maps while AI helps analyze files and surface relevant information.
Run deals from origination through execution
Configure deal forms, due diligence workflows, stages and owners around the requirements of your firm or each transaction type.
Coordinate deal teams, counterparties, responsibilities, approvals, deadlines and activity.
Surface deal context and priorities with AI, with optional VDR connectivity when required.
Control how opportunities are presented and shared
Configure a branded environment where selected deals and investment opportunities can be presented.
Segment contacts, investors and buyers by type, mandate, interest, geography or other CRM criteria.
Invite selected investor and buyer groups to review the opportunities intended for them.
Manage fundraising and asset sales in one platform
Track outreach, engagement, commitments or bids, follow-ups and activity across fundraising and asset-sale processes.
Coordinate internal teams and external stakeholders through shared workflows, deal rooms and connected VDRs.
Surface investor and buyer activity, relationship context and follow-up priorities with AI.
One investor environment, from onboarding to ongoing engagement
Track commitments, positions, cash flows, capital activity and performance, with AI surfacing relevant investor context and activity.
Give investors secure access to reports, statements, fund and investment information, documents and performance through your branded portal.
Share capital calls, distribution notices, fund updates and investor communications directly through the portal.
ALF — Agentic AI for private markets
ALF, FinBursa's operating intelligence, works across every module, using market, firm and individual context to surface intelligence across relationships, transactions, documents, fundraising, asset sales and firm-wide activity.
Security & Governance
Built for institutional environments. Security, governance and control are foundational to FinBursa's architecture.
Access Control
Granular permissions control access across users, deals and documents, while each firm's data remains isolated within its own tenant environment.
Audit Trails
User activity, approvals, communications and document access are recorded with timestamped visibility across the platform.
Data Encryption
Data and documents are encrypted at rest with AES-256 and in transit with TLS 1.2+.
Who FinBursa Serves
Designed for the firms shaping private markets. Purpose-built workflows for investment, advisory and capital formation teams.
Private Equity
Manage deal origination, due diligence, fundraising, portfolio collaboration and LP communications across the investment lifecycle.
ExploreInvestment Banking
Manage mandates, buyers and investors, due diligence, stakeholder coordination and controlled opportunity sharing from origination through close.
ExploreFamily Offices
Assess direct and fund opportunities, track assets, holdings and positions, and collaborate across investment activity and stakeholder relationships.
ExploreVenture Capital
Source and score deals, manage investment workflows, coordinate portfolio activity and maintain LP engagement.
ExploreAdvisory Firms
Manage mandates, investor mapping, fundraising outreach, deal rooms and client activity from launch through close.
ExploreSyndicates & Capital Networks
Manage investor relationships, share opportunities, coordinate commitments and control visibility across syndicates and capital networks.
ExploreFinBursa Access
Extend opportunities beyond your existing network. FinBursa Access is a database of primary and secondary market opportunities.
Institutions. Extend investment opportunities beyond existing relationships.
Learn more
Founders. List fundraising opportunities for investors to discover.
Start raising
Capital Seekers. List fund, direct investment and secondary opportunities.
List an opportunity
Investors. Discover opportunities across private market asset classes and geographies.
Join as an investor
Are you an investor? Get the app
- Primary & Secondary Markets
- Multi-Asset
- No Brokerage
- No Success Fees
- Qualified Participants Only
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Frequently asked questions
FinBursa 360 is an intelligent front office for private markets, connecting CRM, deal management, fundraising, VDRs, Investor Portal and listing and distribution workflows in one platform.
ALF is FinBursa's operating intelligence, using market, firm and individual context to support research, deal analysis, relationship intelligence, document intelligence and workflow execution across FinBursa 360.
FinBursa is built for private equity firms, venture capital firms, investment banks, family offices, advisory firms, syndicates and capital networks managing relationships, deals, fundraising and investor workflows.
Traditional suites combine separate CRM, deal, document and investor-management products, often leaving data and AI fragmented between them. FinBursa 360 is built on a shared data foundation connecting relationships, emails, calendar activity, documents and deal data. This gives ALF the context to understand connections and apply that intelligence across deals, fundraising and outreach.
FinBursa Access is a private market database where professional investors can discover primary and secondary market opportunities listed by institutions, founders and capital seekers. FinBursa is a technology provider, not a broker, placement agent or financial intermediary.
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See FinBursa 360 in action
A 30-minute walkthrough mapped to your firm's workflow. No commitment required.
- Configured and implemented around your workflows
- Data migration support
- Dedicated onboarding