Everything a modern investment cockpit needs.
From the first pitch evaluation to the distribution booking — finvantage covers the complete lifecycle of an investment. Explore each module in detail.
Your portfolio. One screen. Every metric.
The Portfolio Cockpit gives you a real-time overview of all your investments. KPIs like portfolio value, IRR, MOIC and cash-on-cash return update automatically as valuations change. Interactive charts let you compare against benchmarks and spot trends early.
- Real-time KPIs across all investments
- Performance charts with benchmark comparison
- Asset allocation by sector, geography and stage
- Drill down from portfolio to individual investment
Scattered Excel files, manual IRR calculations, outdated reports from different quarters.
One dashboard, always current. Every metric calculated automatically, every change tracked.
From first pitch to closing — every deal tracked.
Manage your entire deal pipeline with a visual Kanban board. Track pitches through due diligence, term sheet negotiation and closing. Attach documents, assign tasks and set stage gates — so nothing falls through the cracks.
- Visual pipeline with drag-and-drop stages
- Due diligence checklists per deal
- Task assignment and deadline tracking
- Full audit trail for compliance
Deal tracking via email threads, shared folders and memory. Missed follow-ups and duplicated efforts.
Structured pipeline with clear stages, responsibilities and deadlines. Every interaction documented.
Every share. Every round. Fully documented.
Track shareholder structures across all your investments. Record funding rounds, dilution effects and equity splits. Compare cap tables before and after each round — with full historical versioning.
- Complete shareholder register per investment
- Funding round modeling with dilution preview
- Historical cap table snapshots
- Equity waterfall and payout scenarios
Shareholder agreements in shared folders with no clear version control. Manual percentage calculations.
Structured cap tables with historical snapshots, dilution modeling and automatic ownership calculations.
| Shareholder | Shares | % |
|---|---|---|
| Founders | 5.000.000 | 50,0% |
| Series A Investors | 2.500.000 | 25,0% |
| Series B Investors | 1.500.000 | 15,0% |
| ESOP | 1.000.000 | 10,0% |
Your documents. Organized. Secured. Accessible.
A centralized data room for all investment-related documents. Upload, categorize and version contracts, reports, presentations and due diligence materials. Control access at the document level — per user and per mandant.
- Categorized folder structure per investment
- Version control with complete upload history
- Fine-grained access controls per user and mandant
- Full-text search across all documents
Documents in email attachments, personal drives and shared folders — no single source of truth.
One secure data room. Every document versioned, categorized and accessible to the right people.
Reports at the push of a button — not at the end of the quarter.
Generate performance, tax and risk reports automatically. Configure templates per mandant, add your branding and export as PDF, Excel or CSV. Schedule recurring reports and share them securely with stakeholders.
- One-click PDF, Excel and CSV export
- White-label reporting with your branding
- Scheduled reports with automatic delivery
- Tax-relevant data pre-formatted for your advisor
Manual data collection, copy-paste into PowerPoint, inconsistent formatting across mandants.
Templated reports generated in seconds. Consistent formatting, always up to date, ready to share.
Security as a foundation — not an afterthought.
finvantage is built with security at its core. TLS 1.3 encryption, AES-256-GCM for data at rest, mandatory two-factor authentication, Argon2id password hashing, immutable audit logs and strict mandant isolation. All data hosted exclusively in Germany.
- TLS 1.3 encryption for all connections
- Mandatory two-factor authentication (TOTP)
- AES-256-GCM encryption for sensitive data at rest
- Immutable audit logs for every action
Hoping the spreadsheet with portfolio data is not shared too widely.
Bank-grade encryption, mandatory 2FA, audit logs and hosting in German data centers. Security by design.
Ready to see it in action?
Book a personal demo and explore how finvantage fits your workflow.