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.
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 …
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: 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: 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
Add new investments to companies easily on fiifi. Add details like investment type, round, financials, and documents.
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.
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
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
About fiifi
For several years I was frustrated that I couldn’t find a portfolio management tool to serve my needs as an investor. I started asking my colleagues if they had the same problems as I did regarding deal flow, system of record, and data aggregation with early stage investments.
I began with user interviews to refine my hypotheses about what investors want and need in portfolio analysis. After this validation, I started building and testing against those same people who would be my customers. Step by step, this became fiifi.
Financial
Investment
fiifi helps investors manage their deal flow, documents, investments, and financial strategy.
Reach out for more info on plans and pricing.