Work closely with your customers, vendors, and service providers with an intuitive UI and collaboration modules customized according to stakeholder.
Secure Document Exchange
Securely exchange information and documents of various types (text, images, rich media) amongst all stakeholders.
Rich In Features, Low On Noise
Collaborate on topics of interest with investors, investees, legal and accounting firms, service providers and fund administrators using notifications, chat and tagging; use versioning and auditing to never lose track of your work.
Provide real-time information, nudges and reminders to all participants based on their activities and learnings gained over time using pre-configured triggers and machine learning algorithms.
Deliver engaging experience to collaborators by allowing them to build custom dashboards, views, widgets and journey maps according to their roles and personas.
Collabsmart is a component of our flagship platform, Finnate. You can use just Collabsmart, the entire platform, or a combination of Finnate components that work best for you!