Clienteer vs Fundingstack
Clienteer
imagineertechnology.comFundingstack
fundingstack.comSide by side
| Figure | Clienteer | Fundingstack |
|---|---|---|
| Price from | — | $250/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Self-hosted | Yes | — |
| Plans published | 0 | 2 |
| Spec score · Investor Relationship Management Software | 8.0 (#6) | 7.5 (#13) |
| Email integration | The product page names Outlook, Exchange, and Gmail integrations for filing emails into Clienteer CRM. | Fundingstack’s terms and privacy policy describe a Google Workspace integration that lets users access email conversations inside the Investor CRM. |
| Headquarters | New York | 415 Mission Street, 37th Floor, San Francisco, CA 94105, United States |
| Purpose | Clienteer is a configurable CRM for hedge funds, private equity firms, and other asset managers to manage investor and prospect communications, accounts, and transactions. | Fundingstack provides deal management and capital-raising tools for VCs, investment bankers, funding advisors and other deal makers. |
Plans
Fundingstack
- Virtual Data Room add-onPriced on request
- Fundingstack$250 a month
In their own words
Clienteer
Clienteer is a configurable CRM for hedge funds, private equity firms and other asset managers. It brings investor and prospect communications together with account records, fundraising activity and transaction workflows. Its fundraising interface tracks capital raising and supports forecasts by date, opportunity stage or other factors. Teams can target campaigns, roadshows and events by investor characteristics such as location or investment preferences, and track email interactions and document downloads. Clienteer consolidates monthly investor reporting packages for distribution with watermarks and password protection. Workflows cover subscriptions, redemptions, capital calls and transfers; compliance records can include ERISA levels, Form PF, FATCA categories, New Issue Eligibility, KYC and AIFMD. Outlook, Exchange and Gmail integrations support filing email into the CRM. Audit reports and defined user roles support activity review and access restrictions. Deployment options include Imagineer's cloud, a client or third party cloud, and on-premise hosting. The maker describes desktop, web and mobile access, plus direct API and open database access. Pricing is on request.
Fundingstack
Fundingstack has no write-up on Specifiction yet; its figures are above.