The Future
of Fund Management for
Venture Capital,Private Equity,Family Offices,SPV Driven Funds
Unlock Your Fund's Potential with Transparent, Swift, and Efficient Management tools at a Fair Price!
#MOICinYourPocket
Why CIMA
Run your entire fund on one platform
Forget the hassle of managing multiple solutions—this is your all-in-one destination for everything related to capital investment management and analysis.
Fund Management & Operations
Automated Workflows of:
- Team/LP onboarding with integrated access control.
Fund Management & Operations
Automated Workflows of:
Funds Setup Team/LP onboarding with integrated access control.
Pipeline Management
Formation & Closure of SPVs
Capital Calls
Email Templates & Notifications to Investors and team
Documents Management
Portfolio Management & Analysis
Generating and tracking of:
- Portfolio & Fund Performance
Portfolio Management & Analysis
Generating & Tracking:
Portfolio & Fund Performance
Key Metrics of MOIC, AUM, DPI, etc. for GPs & LPs
Conversion, Pro Forma Valuation, Distributions, splits/reverse splits, adjustments to LP positions, Closure and Other Financial Oversight
Detailed & real-time reports on portfolio aspects
Transaction logs for audit trails and enhanced accountability.
LP (Investor) Portal & Reporting
Streamlining and automating:
- LP Onboarding & Fundraising
LP (Investor) Portal & Reporting
for Streamlining and automating:
LP Onboarding & Fundraising
Deal Subscriptions with integrated e-signature functionality.
LP data entry for various investment Profiles and preferences.
Real-Time Portfolio View on Investments
Full Investor Documents & Communications Access
Market Research & Intelligence Portal
Leveraging
- Various Data Sources and Generative AI
Market Research & Intelligence Portal (Coming Soon)
Leveraging:
Various Data Sources
Generative AI
Startup Scorecard with Customizable Metrics
Partners’ collective feedback
Advanced visualization
We Offer
Over 100 Additional Features
CIMA offers an extensive range of additional features for fund and deal management, among other capabilities.
White
Label
User Access
Control
e-signature
Integration
CIMA’s Application
By Industry
1
Venture Capital
Benefit from CIMA with automatic capital calls, real-time analytics and efficient portfolio tracking for better investment decisions
2
Private Equity
Enjoy detailed portfolio company monitoring, and robust pipeline & deal management capabilities to boost operational efficiency.”
3
Family offices
Family Offices simplify multi-asset management with comprehensive oversight and tailored & transparent reporting for LPs.
4
SPV Entities
Create, service, and close special purpose vehicles in minutes with seamless formation, capital calls, distributions, administration,…
By Role
1
GP Dashboard
Manage deal terms, financial data and events, LP communications, and more.
2
LP Dashboard
Providing a full suite of services for investment and portfolio analysis and investment profiles.
3
CFO Dashboard
CFO-built tools: handling conversions, distributions, pro forma valuations, splits/reverse splits, adjustments to LP positions,…
4
Customizable Dashboards
Advanced access control capabilities allow for your firm to create additional accounts with custom features for various team members
CIMA
Features & Capabilities
What Investors Think About Us?
Mehdi Maghsoodnia
CEO, 1Health Venture Partner
Linda Reddick
4x CFO & Venture Firm CFO
Sam Srinivasan, Experienced Board Member and Financial Executive
Aquantia (AQ), Inphi Corporation (IPHI), Newport Media, SiRF Technology Holdings, Inc. (SIRF), Centillium Communications, Inc. (CTLM), Leadis Technology, Inc. (LDIS), Health Language, Inc., Attivo Networks. Limited Partner
Ben Badiee, President & CEO of Badiee Development
Limited Partner