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Vetting FOTech Meeting Application

Vetting FOTech Review Meeting Application

1Company

2Leadership & Team

3Technology

4Solution Fit

5Security

6Financial

Your Email Address(Required)

Enter Email Confirm Email

Company Name(Required)

Website(Required)

Headquarters Location(Required)

Year Founded(Required)

Other Locations (where you have presence)

Company Boilerplate

2 - 4 sentences, max ~100 words

Brief Demo

Feel free to include a link to a brief demo

Please list your key leadership team (e.g. CEO,CTO, Etc.) - Name, role, and tenure with the company

Employee Count

Team composition (% by area)

Please share the percentage of employees in each area.

Design, Dev, QA

Implementation

Support & Services

Operations

Sales

Other

Product(s) Name(s)

Date of initial release (v1.0)

MM slash DD slash YYYY

Which of the below categories best describes your solution?

Portfolio Reporting

Data Aggregation & Reconciliation

Accounting & General Ledger

Bill Pay / Treasury

Estate / Wealth Planning Tech

Family Life & Experience

Risk Management & Cybersecurity

Workflow Automation

Family Office Operations

Tax Tech

Describe your product in one sentence

How is your solution hosted?

Cloud-based

On premise

Hybrid

Does your platform integrate or partner with existing family office systems (e.g. accounting, reporting, CRM)? If so, which specific systems?

What upcoming features or functionality can you share from your roadmap?

Do you use AI/ML in any part of your product? If so, how?

How many clients use your platform?

How many are family offices?

What primary target market is your product targeting?

SFO

MFO

RIA

Other

What is the current status of your client base?

Primarily paying clients

Primarily pilot/design partners

Mix of paying clients and pilot/design partners

Not yet working with external clients

Other

What is your ideal customer profile (AUM, # of entities, complexity, etc..)

What problem does your solution solve for family offices and what key benefits do they gain?

How does your solution differ from existing tools on the market?

Can you provide references for prospective family office clients?

Yes

Do you comply with and have confirmation/policies in place for the following security and compliance standards:

SOC 2 Type I

SOC 2 Type II

ISO 27001

GDPR

CCPA

What other security measures/policies are in place for data protection?

What is your pricing model?

Have you raised any external funding? If this information can be disclosed, please provide details on the timing, amount raised, and the investors involved.

Are you profitable? If not, what is your projected timeline to profitability?

Additional Comments

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