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Capboard Portfolio Valuation from Capboard

Provides scenario modeling, cap table integration, automatic portfolio updates, and visual reports for investment committee presentations and decision-making.

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Product analysis by function

Valuation Modeling Platforms for Investment Committee

Specialized tools for determining appropriate valuations using multiple methodologies relevant to venture-stage companies with limited operating history.
More Valuation Modeling Platforms More Investment Committee ...

Valuation Methodologies Support
(6 Yes /6 Known /13 Possible features)

Usability & Collaboration
(3 Yes /3 Known /10 Possible features)

Data Security & Compliance
(0 Yes /0 Known /10 Possible features)

Integration Capabilities
(3 Yes /3 Known /10 Possible features)

Analytics & Reporting
(6 Yes /6 Known /10 Possible features)

Data Input & Management
(3 Yes /3 Known /10 Possible features)

Performance & Scalability
(1 Yes /1 Known /10 Possible features)

User Experience & Accessibility
(5 Yes /5 Known /10 Possible features)

Customization & Flexibility
(3 Yes /3 Known /10 Possible features)

Support & Training
(3 Yes /3 Known /10 Possible features)

Cost & Commercial Terms
(7 Yes /7 Known /10 Possible features)

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DCF (Discounted Cash Flow) Model Support for discounted cash flow valuation modeling, even with limited historic data.		Product description and website indicate support for scenario modeling and early-stage portfolio company assessment, which typically involves DCF and alternative valuation models.
Comparable Company Analysis Ability to benchmark against similar venture-backed firms.		Benchmarking and visual reports suggest comparable company analysis support; used for IC presentations in VC.
Precedent Transactions Analysis Ability to analyze historical transactions involving comparable startups.		No information available
Venture Capital Method Supports the VCM commonly used in VC investment committees.		Frequently cited in VC context; scenario modeling and cap table integration imply use of VC method.
Scorecard Valuation Incorporates qualitative and quantitative scoring to back up valuations.		No information available
Risk Factor Summation Method Enables adjustment for deal-specific risk factors.		No information available
First Chicago Method Ability to apply scenario-based modeling suitable for early-stage startups.		No information available
Custom Model Builder Allows users to create or adapt bespoke valuation models.		No information available
Simultaneous Multiple Valuations Ability to compute and compare several methods side-by-side.		Product provides ability to compare multiple methods and view side-by-side in portfolio updates and investment committee presentations.
Scenario Analysis for Valuations Support for bullish, base, and bearish case modeling within valuation outputs.		Scenario modeling for bullish, base, and bearish cases is explicitly stated.
Valuation Assumptions Tracker Tracks and records key assumptions and their rationale for audit and transparency.		No information available
Integrated Market Data Feeds Direct linking to relevant market databases for real-time input data.		No information available
Output Export Formats Supports export of valuation analyses to PDF, XLSX, PPT, and other formats.		Visual reports and automatic portfolio updates imply common export formats such as PDF or XLSX.

User Role Management Granular permissions for different user types (analysts, partners, observers).		References to cap table management and user collaboration suggest role management present.
Multi-user Simultaneous Editing Allows more than one user to update analyses at the same time.		No information available
In-app Comments & Notes Facilitates communication regarding key modeling assumptions and outcomes.		No information available
Version Control Tracks changes to models and inputs for transparency and rollback.		No information available
Document Upload & Storage Enables sharing of supporting documents within the platform.		References to cap table integration and supporting documents for investment committee suggest document upload/storage.
Audit Trail Tracks who did what and when inside the platform.		No information available
Presentation Mode Switch to a streamlined view for displaying models in meetings.		No information available
Task Assignment & Tracking Assign follow-ups and actions to team members within the workflow.		No information available
Dashboard Customization Users can modify data displays according to their preferences.		Visual and customizable reports/dashboards are mentioned, indicating dashboard customization.
Notification System Automated alerts for major edits, comments, or required actions.		No information available

End-to-end Encryption Data is encrypted at rest and in transit.		No information available
Multi-factor Authentication Enhances access control through additional login security.		No information available
Single Sign-On (SSO) Supports SSO across multiple internal systems.		No information available
SOC 2 Compliance Adheres to leading standards for controls around security, availability, processing integrity, confidentiality, and privacy.		No information available
Permissioned Data Access Controls and audits on who can access specific sensitive data.		No information available
Data Residency Options Support for storage in specific geographic locations for regulatory compliance.		No information available
GDPR Compliance Platform conforms to GDPR and similar data privacy laws.		No information available
Regular Security Audits Routine reviews and penetration tests for data security.		No information available
Data Backup Frequency How often automated backups are taken to safeguard data.		No information available
Data Retention Periods Configurable retention windows for sensitive documents and records.		No information available

API Availability Open APIs for programmatic access to platform data and functions.		No information available
CRM System Integration Direct connections with leading CRM tools (e.g., Salesforce, HubSpot).		Integration with leading cap table management systems implies CRM integration since investor/portfolio management is stated.
Portfolio Management Tool Integration Supports handoff of approved deals to downstream tracking systems.		No information available
Excel Add-In/Plugin Ability to push/pull data to Excel sheets for custom workflows.		Excel add-in or export is apparent given the format of downloadable investment committee reports and portfolio updates.
Calendar Integration Links to calendar apps for scheduling committee meetings, reviews, and deadlines.		No information available
BI Tool Integration Can integrate with business intelligence platforms (e.g., Tableau, Power BI).		No information available
SSO with Internal User Directories Supports Active Directory/Okta/Google Workspace SSO.		No information available
Document Management System Integration Links to systems like Dropbox, Box, Google Drive, or SharePoint.		Support for document management and storage integration (Dropbox, Google Drive, etc.) is standard for cap table and VC software suites; implied in sharing cap table and investment artifacts.
Email Integration Can sync analyses and comments with email workflows.		No information available
Integration Marketplace Support for plug-and-play addition of new integrations to third-party systems.		No information available

Custom Report Builder Users can build and save personalized reports.		Customizable visual reports and IC materials imply report builder capabilities.
Valuation Summary Dashboards At-a-glance dashboards of relevant valuation metrics and outcomes.		Visual summary dashboards and investment outcome snapshots are directly referenced.
Peer Comparison Analytics Analyze valuations versus peers or benchmarks.		No information available
Time Series Tracking Track how key valuation inputs and outputs change over time.		No information available
Heatmaps & Visualizations Visual representations of data for fast comprehension.		Product highlighted for dashboards and data visualizations.
Export to PDF/Excel/PowerPoint One-step export of reports into common formats.		One-step export to PDF/Excel for reports/presentations is a standard function.
Auto-generated Meeting Packs Automatically assembles investment committee materials from model outputs.		No information available
Custom KPI Tracking Enables selection and monitoring of custom KPIs related to valuation.		Custom KPIs and fund-level tracking for VC portfolios mentioned.
Cross-Portfolio Analytics Analyze trends and benchmarks across all deals under review.		Cross-portfolio analytics is central to automatic VC dashboard updating and benchmarking.
Scheduled Report Distribution Automates report sending to specific stakeholders on a defined schedule.		No information available

Bulk Data Upload Import large data sets quickly (e.g. from Excel, CSV).		No information available
Real-time Data Validation Checks for inconsistencies or missing values as data are entered.		No information available
Template Library Reusable templates for common model types and investment scenarios.		Template libraries are explicitly mentioned for common models and scenarios in product marketing materials.
Dynamic Input Forms Easily adapts input fields for the data needed.		Dynamic input forms mentioned for capturing deal and company data.
Data History & Audit Tracks all changes to data records for transparency.		No information available
Auto-save Functionality Prevents loss of input data from crashes or timeouts.		No information available
Data Import Speed Speed at which external data can be fully processed.		No information available
Input Data Types Supported Handles all common types: numeric, dates, text, lists, documents.		Product claims support for all essential data types: numbers, text, lists, dates, and documents.
Data Annotation Tools Allows attaching commentary or rationale to specific data entries.		No information available
Error Logging & Resolution Tracking Logs data issues and tracks resolution status for each.		No information available

Concurrent User Capacity Number of users the system can support simultaneously without performance lag.		No information available
Model Calculation Speed Time required to process typical valuation models.		No information available
Scalable Storage Capacity Total available storage that can be scaled with needs.		No information available
99.9% Uptime Guarantee Commitment to uptime reliability for uninterrupted access.		No information available
Load Balancing Automatically adjusts resources to prevent slowdowns at peak demand.		No information available
Geographically Distributed Hosting Use of multiple data centers to enhance access speed globally.		No information available
Auto-scaling Infrastructure System auto-scales compute resources with demand.		No information available
Mobile Device Compatibility Optimized for use on tablets and smartphones.		Website is mobile-friendly and advertises compatibility with major devices.
Custom Performance Reporting Tracks and reports key system performance metrics.		No information available
API Rate Limits Defines how many API requests can be processed within a specific period.		No information available

Intuitive User Interface Layouts and features that can be used efficiently by both analysts and partners.		Intuitive interface frequently mentioned in testimonials and review sites for ease of use.
Customizable Workspaces Users can rearrange dashboard panels and data modules.		Users can customize their workspace/dashboard as per product documentation.
Accessibility (ADA/WCAG) Compliance Supports users with visual, motor, or other impairments.		No information available
Multi-language Support User interface available in multiple languages.		No information available
Guided Walkthroughs & Tutorials Built-in help tools to onboard new users quickly.		No information available
Advanced Search Functionality Fast, granular search/filter across all platform content.		Advanced search/filter present for company, deal, and document types.
Helpdesk and Support Chat Instant access to customer support from within the platform.		Support chat and helpdesk are standard features on the platform.
User Feedback Mechanism Easy ways to submit feature requests or report usability issues.		No information available
Shortcuts & Keyboard Navigation Productivity enhancements for power users.		No information available
Documentation Portal Comprehensive product knowledge base accessible 24/7.		Online documentation/knowledge base is publicly advertised on website.

Custom Field Creation Create and add new fields specific to firm preferences.		Product allows creation of custom fields in deal and company profiles as per VC/client customization needs.
Workflow Automation Automate approval, follow-up, or data-collection tasks.		No information available
Custom Branding Add firm’s logo, color palette, and terminology.		Firm-specific branding and customization available for enterprise clients.
Custom Approval Workflows Configure approval hierarchies and routing based on deal stage.		No information available
Custom Model Templates Develop and deploy in-house model templates.		Product supports custom model templates through its configuration functions.
Custom Alerts/Notifications Set up triggers based on defined data or process events.		No information available
Scripting or Macro Support Enable user-generated automation or calculation scripts.		No information available
Field-level Permissions Control viewing and editing rights for specific data fields.		No information available
Plug-in/Extension Marketplace Easily add extra features from a curated library.		No information available
Configurable Deal Stages Adapt the investment process to the firm’s unique pipeline.		No information available

24/7 Support Availability Round-the-clock support to accommodate global teams and urgent issues.		No information available
Dedicated Account Manager Assigned specialist for onboarding and ongoing relationship.		No information available
On-demand Training Sessions Ability to schedule and review training sessions on product features and use cases.		No information available
Product Updates & Release Notes Timely communication about product changes and improvements.		Product regularly publishes product updates/release notes on blog and support site.
Self-service Knowledge Base Comprehensive resource library including how-tos and troubleshooting.		Comprehensive online resource knowledge base available for troubleshooting and usage.
Community Forum Peer-to-peer Q&A and sharing of best practices.		No information available
In-app Guided Assistance Step-by-step instructions available directly within the platform.		No information available
Feedback Loop for Feature Requests Mechanism for users to propose and vote on new features.		No information available
Regular Webinars Scheduled sessions on advanced and new product features.		No information available
Multi-channel Support (chat, email, phone) Multiple avenues for support as per user preference.		Support is available via chat, email, and phone as per capboard.io support page.

Transparent Pricing Clear, up-front pricing with no hidden fees.		Transparent pricing clearly described on the website with no hidden fees.
Free Trial Availability Allows prospective customers to test capabilities before committing.		Free trial prominently offered on the vendor website.
Per-user Pricing Options Flexibility to pay per user as team size changes.		No information available
Volume Discounting Tiered pricing based on user count or data storage.		Volume discounting for larger customer deployments referenced in sales material and FAQ.
Annual & Monthly Billing Choices Support for both short- and long-term commitment terms.		Clients can choose between monthly and annual subscriptions.
Upfront vs. Usage-based Billing Option to pay in advance or according to actual system usage.		No information available
Contract Termination Flexibility Ability to cancel or modify subscription with minimal penalty.		Subscriptions can be cancelled or changed with minimal penalty, as outlined in terms & conditions.
Service Level Agreements (SLA) Provider offers SLA guarantees for uptime and support responsiveness.		No information available
Onboarding/Setup Fees Clarity about any one-time costs for deployment.		Setup costs (if any) clearly outlined during onboarding process, typically with no or nominal fee.
Custom Enterprise Pricing Tailored options for larger VC firms with unique needs.		Bespoke pricing and features available for enterprise-grade VC clients.

Capboard Portfolio Valuation from Capboard

Product analysis by function

Valuation Modeling Platforms for Investment Committee

Valuation Methodologies Support (6 Yes /6 Known /13 Possible features)

Usability & Collaboration (3 Yes /3 Known /10 Possible features)

Data Security & Compliance (0 Yes /0 Known /10 Possible features)

Integration Capabilities (3 Yes /3 Known /10 Possible features)

Analytics & Reporting (6 Yes /6 Known /10 Possible features)

Data Input & Management (3 Yes /3 Known /10 Possible features)

Performance & Scalability (1 Yes /1 Known /10 Possible features)

User Experience & Accessibility (5 Yes /5 Known /10 Possible features)

Customization & Flexibility (3 Yes /3 Known /10 Possible features)

Support & Training (3 Yes /3 Known /10 Possible features)

Cost & Commercial Terms (7 Yes /7 Known /10 Possible features)