Software Alternatives & Reviews

Fundwave VS FileInvite

Compare Fundwave VS FileInvite and see what are their differences

Fundwave logo Fundwave

Fundwave is a fund administration and portfolio management solution for venture capital and private equity firms.

FileInvite logo FileInvite

Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Visit Website
  • Fundwave Landing page
    Landing page //
    2021-10-06
  • FileInvite Landing page
    Landing page //
    2022-03-24

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.

Fundwave videos

Fundwave Video Overview

More videos:

  • Review - Bulk upload & share files with your investors | Fundwave Investor Portal

FileInvite videos

FileInvite Explained

More videos:

  • Review - David's team use FileInvite to collect documents and get more clients
  • Review - Fundera Case Study

Category Popularity

0-100% (relative to Fundwave and FileInvite)
Equity Management
100 100%
0% 0
Documents
0 0%
100% 100
Cap Table Management
100 100%
0% 0
Project Management
0 0%
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Fundwave and FileInvite

Fundwave Reviews

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FileInvite Reviews

5 Popular Ways to Sign Forms Online
Listed as an emerging favorite for 2022 by software review platform Capterra, FileInvite is a secure file sharing and client portal SaaS platform. With broad applications in lending and other financial services, FileInvite allows users to sign documents with authenticated digital signatures and upload them through a 256-bit encryption-secured client portal.
Top 5 Best Document Management Software With Client Portal in 2022
FileInvite is revolutionizing the way professionals worldwide seek documents and information from their clients. FileInvite's secure document portal solution replaces email processes in high-document applications such as mortgage applications, education enrollment, legal affairs, accounting, human resources, and banking.
10 best free electronic signature apps to eSign PDF
You receive several good features with FileInvite such as the ability to create templates, invite multiple users to sign a document, and sending notifications to customers by emails and texts. Drawbacks include a lack of customization in the template design and an un-optimized workflow.

What are some alternatives?

When comparing Fundwave and FileInvite, you can also consider the following products

Carta - Carta’s platform of software and services lays the groundwork so you can focus on building the future.

Oracle Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.

Ledgy - The European equity management solution. Manage your cap table, investor relations, and equity plans professionally, from the start. Arm yourself with the best-in-class data security and streamline your equity management processes.

Onehub - Onehub helps businesses securely share and control files in the cloud.

Certent Equity Compensation Management - Certent Equity Compensation Management simplifies and streamlines all the crucial aspects of your stock administration process.

Kount Complete - Explore our Kount Complete Product, the leading solution for digital fraud prevention. Kount is trusted by 6,500+ brands globally.