Frequently asked questions
Answers to the questions we hear most often. Can't find what you need? We are happy to help.
finvantage is an equity investment platform for family offices, asset managers and wealth managers. It brings portfolio management, deal flow, documents and reporting together in one secure cockpit.
Professional investors who manage private equity, venture and direct holdings — single and multi family offices, asset managers and wealth managers who need depth, accuracy and discretion rather than a mass-market tool.
Your portfolio data and documents are hosted in German data centers. We use TLS 1.2 or higher between your browser and finvantage, AES-256-GCM for sensitive data at rest, strict access control and append-only audit logging. No third-party CDNs are used.
Yes. You can model companies, funds and SPVs as entities, including shareholders, share classes, cap tables, valuations and funding rounds — and link them through parent, holding and SPV relationships.
Yes. finvantage is built around strict mandant isolation, so data from different clients or mandates never mixes. Each user only ever sees the data they are authorized for.
We offer three plans — Basis (free), Invest and Invest Pro — with no hidden costs. See the plan overview on the pricing page for current prices and features, or talk to us about your specific setup.
Absolutely. You can book a personal demo with our team, or create an account to explore the platform. No credit card is required to get started.
finvantage is an information and management platform, not a regulated financial services provider. No BaFin license is required. We apply the measures described on our security page: encryption in transit and at rest, append-only audit logs for account events, and GDPR compliance.
The platform is multilingual by design and is currently available in German and English, with locale-aware formatting for dates, numbers and currencies.