How to upload investments on fiifi

How to: Upload Investment Portfolio

Learn how to upload your whole portfolio on fiifi in minutes, not months. In seconds, we’ll build your investment profile including economics and rounds of funding.

We make it lightning fast to manage private market investments, track performance & eliminate manual processes.

email forwarding with fiifi, scouts, startups, LPA, Legal

fiifi Email Forwarding

How to Forward Gmail Attachments into your fiifi Workspace There are only a couple simple steps to forward documents direct from emails such as deal docks, investment information, pitch decks and legalease to fiifi. After setup, this feature will send your most important attachments to your workspace without having to …

fiifi -- Mail Merge Cohorts, Vintage, Investors, Sectors

How to: Email Entire Cohort, Investments, Sector, Vintage

Making it simple to send messages to entire cohorts, sectors, vintage of fund and investors.

Fiifi has created it’s own mail merge service, making it simple to send to specific group and individuals.

How to: Adding Capital Calls & Distributions

How To: Add Capital Calls & Distributions

Keep accurate records of capital calls and distributions from your fund dashboard.

See fund size, total amount called and capital percent called. fiifi updates records for calls and distributions.

The software shows you net DPI automatically, how much has been distributed & to what totals you need to distribute to your LP’s (Limited Partners).

How to solo capitalists, nano and micro fund managers. Auto calculate fund distribution and calls

How to: Add LP Allocations to fiifi

Add LP allocations from your fund dashboard.

From the GP Workspace to to the Fund menu item on the left.

Select “add” to the right of LP details.

Simply add their name, capital commitment, and amount contributed to date and fiifi automatically does the calculations for you, redistributing capital across the fund.

This is ideal for fund modeling in addition to building your fund.

adding investments using fiifi

Adding Investments

Add new investments to companies easily on fiifi. Add details like investment type, round, financials, and documents.

Deal-flow engine, CRM, multiples graph

Deal-flow Engine & CRM, Multiple Returns

Deal-flow engine:
– Exposing high quality deal flow based on sector, stage, and social graph, saving time and eliminating manual processes.
– Track inbound and outbound deal flow from your network automatically.

Multiple returns:
– Make better decisions on future investments by visualizing multiple returns across your portfolio.

fintech, portfolio, diligence, adding companies to portfolio

How to Add Companies to Your Portfolio

Add investment companies using the “Add Company” button

Search for one or more companies or quickly upload a spreadsheet of your investments.

Everything GP

Effortlessly model fund scenarios & LP allocations

Automatic deal flow funnel by cohort, vintage, or date range

We manage your fund KPIs, export at any time

Easily Compare Documents

Filter & Compare Documents

Quickly filter and compare Documents, including pitch decks, deal memos, reports, and legalese.

Track KPIs and Cash Out Dates

Track monthly, quarterly or annual private company investment KPI’s.

You can also model your investments with different levels of revenue, churn and other factors.

Visualize

* MRR
* ARR
* Automated projections
* Churn
* Number of Customers
* Number of revenue Customers

Fiifi, Portfolio Intelligence, Simplified

About fiifi

Financial

Investment

fiifi helps investors manage their deal flow, documents, investments, and financial strategy.​

Reach out for more info on plans and pricing.