Business introduction
Investor onboarding made easy
Revolutionizing private capital markets with AI powered technology
We are partners
More than a provider, we are a partner.
Our clients are our no.1 priority. We build our products together creating trust and close bonds with the teams.
At B4Finance, all employees are actors of success. Our stock-options incentive plan, encourages everyone to commit to our company’s success.
B4Finance Solutions
B4 Diligence
A fully-automated solution to improve KYC completion, and speed up your risk assessment and validation processes. Key Benefits 70% spared time - Reduce time spent sourcing and organizing data and documents, you can focus on valuable tasks. Improved partners' experience - Frictionless process in a white-label interface improves your image and your partner's......
business needs
view solutionB4 Distributor
Key Features Distributor Portal - A modular dashboard for performance monitoring, offering real–time information about capital contributions, fees and retrocession fees, average basket, and top sales rankings. Legal Contracts Online - Digitally sign distribution agreements and amended and restated agreements, reducing manual processes, improving security, and lowering risk costs. News Feed - A news feed to......
business needs
- Business Intelligence & Practice Management
- Data Feeds & Information Sources
- Digital Platforms & Tools
B4 Fundraising
How it Works Quickly set up your fund - Digitalise your subscription form. Fundraise from your investors - Give your investors a seamless experience. Monitor your fundraising - Benefit from an over all view of your fundraising through a dashboard. ...
business needs
view solutionB4 Management
Key Features Multi-Level Overview - A dashboard to quickly access status updates and monitor onboardings, take corrective action where needed, and move the process forward. Workflow Management - Manage multiple clients and workflows across jurisdictions through a single, centralized platform. Multi-Jurisdictional Regulatory Management - Review investors across multiple jurisdictions against our daily updated......
business needs
view solutionB4 Portal
Key Features Portfolio Value & ROI - Monitor portfolio value and ROI to track the amount of return your investment generates over time. Investment Data - Quickly and conveniently access investment data and documents, including subscription forms, share price, and more. Document Sharing - An easy-to-use sharing feature for asset managers, enabling them to......
business needs
view solutionB4 Wealth
Key Features Customizable Risk Profiling - Determine each client’s risk preference and investment goals and create a risk profile matched to specific asset diversification strategies. Seamless User Experience - Communicate with high-net-worth individuals, families, and companies in a variety of ways (tablets, onsite signatures), providing support in their engagement. Sign Contracts Digitally - Collect signatures......
