Virtual Data Room
Automate the closing and make it fully digital. Save precious time and focus on what matters for you and your investors.
We empower investors through our technology
Fundvalley
Fundvalley is a SaaS solution for streamlined investment management. It offers tools for subscription management, reporting, analytics, and compliance, helping users optimize and diversify their portfolios. Ideal for individuals and businesses, it provides an effective and user-friendly investment solution.
Full Service Platform
Secure Storage
Investors want to feel secure. Offer continuous access to legal documents and titles in the investor data room.
Dashboard & Analytics
Reporting keeps investors on top of their capital and builds transparency. The reporting tool is simple to use and fully automated.
Contact Management
A workflow tool for investor deal tracking and relationship management, built with the real estate industry in mind.
Strong compliance
Legal compliance keeps operations and investor relations smooth. Complete KYC and AML verification before investor onboarding.
Cash Flow Management
Whether you distribute rental proceeds or capital shares, the system generates notifications and reports without extra steps.
SaaS Solutions
DIY
Do It Yourself
Access our platform and training, then manage your own deals and investors.
DIT
Do It Together
You gather deals and investors. We manage the entire investing process.
DIP
Do It in Your Place
Collect your deals while we bring in investors and handle the investment process for you.
Plans and Features
| BASIC | PRO | PREMIUM | |
|---|---|---|---|
| Technology | |||
| Virtual Data Room | ✓ | ✓ | ✓ |
| Contact Management | ✓ | ✓ | ✓ |
| Investor Relationship | ✓ | ✓ | ✓ |
| Automated Emailing | ✓ | ✓ | ✓ |
| Secure Repository | ✓ | ✓ | ✓ |
| Reporting & Insights | ✓ | ✓ | ✓ |
| Legal | |||
| Shareholder Documents | ✕ | ✓ | ✓ |
| Subscription Agreements | ✕ | ✓ | ✓ |
| Shares Certificates | ✕ | ✓ | ✓ |
| Finance & Tax | |||
| Company Set-up | ✕ | ✕ | ✓ |
| Tax Optimization Model | ✕ | ✕ | ✓ |
Designed For
Investor group
The technology lets a group of friends and family pool capital into one investment, or finance a purchase for one member of the group.
Reach out for details
Real estate agent
A practical way to enter the real estate investment space and bring qualified investors together around one property.
Call us for details
Developers
Boost sales by pooling a group of qualified investors, so more people can access your units.
Connect for details
Request a demo
Tell us how you invest or raise capital. We will walk you through Fundvalley, from the data room to reporting and compliance.
This page is a preview. The form confirms your request here and does not send an email yet.
Privacy
Fundvalley collects only what you type into a demo request: name, email, company, and message. This preview does not store that information on a server. A production site should explain retention, access, and how to ask for deletion.
Terms of use
Fundvalley is presented here as a product preview. Nothing on this page is an offer to sell securities, investment advice, or a solicitation. Features and plan inclusions can change before launch.
Fundvalley is not an investment advisor, a registered broker-dealer, or a crowdfunding portal. The platform is technology for running an investment operation. It does not endorse any specific opportunity.