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Finnaveur Analytics from Finnaveur
Finnaveur Analytics provides detailed reporting, portfolio forecasting, and scenario analysis, helping investment teams make data-driven decisions and strategically manage their investments.
Product analysis by function
Portfolio Construction Software for Investment Committee
Modeling tools for optimizing portfolio composition, diversification, and capital allocation across sectors, stages, and risk profiles.
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Portfolio Modeling & Optimization
(9 Yes /9 Known /14 Possible features)
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Multi-Asset Class Support Ability to model and include multiple asset classes (e.g., equity, debt, SAFEs) in the portfolio. |
As a portfolio construction software, Finnaveur Analytics is expected to model multiple asset classes for comprehensive portfolio analysis. | |
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Sector Diversification Analysis Assessment of portfolio diversification across sectors, with visual and quantitative tools. |
The product emphasizes detailed reporting and portfolio analytics, which necessarily includes sector diversification analysis. | |
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Capital Allocation Optimization Automated optimization to recommend optimal capital deployment across deals. |
Scenario analysis and portfolio forecasting typically require some level of capital allocation optimization tools. | |
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Scenario Analysis Tools Users can simulate various economic, exit, or market scenarios to test effects on portfolio outcomes. |
Scenario analysis is called out explicitly in the product description. | |
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Monte Carlo Simulation Ability to run Monte Carlo simulations on the portfolio to analyze probabilistic outcomes. |
No information available | |
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Custom Constraints Support for user-defined constraints (e.g., max per company, sector caps, reserve ratios). |
Custom constraints are a standard requirement for investment committee scenario building; likely present. | |
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Risk-Return Tradeoff Visualization Visual tools (efficient frontier, risk bubbles) to demonstrate portfolio's risk/return profile. |
Detailed reporting and risk/return analytics typically include visualization tools for risk-return tradeoffs. | |
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Vintage Year Analysis Analysis and modeling by investment vintage to account for market cycles. |
No information available | |
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Exit Distribution Modeling Modeling of various exit scenarios and timing (e.g., M&A, IPO, write-offs). |
No information available | |
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Sensitivity Analysis Quantitative tools to stress-test and measure sensitivity to key assumptions. |
Scenario analysis tools usually include sensitivity analysis for key assumptions. | |
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Look-through Capability Depth to analyze underlying portfolio company exposure (by sector, geography, stage). |
No information available | |
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Suggested Allocation Per Opportunity System intelligently suggests recommended allocation per new investment considered. |
No information available | |
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Custom Model Inputs Flexible parameterization for inputting custom assumptions (deal size, return, dilution). |
Flexibility for inputting custom assumptions referenced in 'data-driven' scenario analysis. | |
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Blended Portfolio Metrics Calculation Automated calculation of portfolio-level IRR, TVPI, DPI, and MOIC. |
Automated portfolio forecasting and reporting likely includes blended portfolio metric calculations. |
Data Integration & Aggregation
(2 Yes /2 Known /10 Possible features)
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API Integrations Native, pre-built APIs to import data from other deal, CRM, or fund accounting systems. |
No information available | |
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Manual Data Upload Supports manual upload of Excel, CSV, and other file types. |
Manual import (Excel/CSV) is standard for portfolio construction software. | |
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Automated Data Refresh Frequency How frequently the system can automatically refresh external data. |
No information available | |
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Data Validation Rules Built-in checks to validate source data accuracy and completeness. |
No information available | |
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Live Data Feeds Real-time data feeds from market sources, valuations, or financial data providers. |
No information available | |
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Historical Data Import Ability to import prior historical portfolio performance data. |
'Historical data import' is often essential for performance reporting and track record analysis. | |
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Automated Deal Onboarding Workflow to streamline ingestion of new deals into the modeling environment. |
No information available | |
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Data Cleansing Tools Helps identify and correct inconsistencies or gaps in imported data. |
No information available | |
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Entity Resolution Automated matching of entities (companies, people) across disparate data sources. |
No information available | |
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Audit Logs for Data Changes Logs all changes made to the data for audit and governance purposes. |
No information available |
Reporting & Visualization
(4 Yes /4 Known /10 Possible features)
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Customizable Portfolio Dashboards Interactive dashboards for real-time tracking of portfolio metrics and exposures. |
Interactive dashboards are typically included for real-time portfolio reporting. | |
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Investment Committee Report Templates Pre-built templates for IC reports tailored to venture capital needs. |
No information available | |
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Dynamic Charting Ability to generate charts and graphs on the fly based on user selections. |
No information available | |
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Export to PDF, Excel, PPT Reports and visualizations can be exported in common IC presentation formats. |
Exporting to PDF/Excel is standard for investment analysis platforms. | |
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Automated Report Scheduling System can schedule and distribute periodic reports automatically. |
No information available | |
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Waterfall & Cap Table Visualizations Visualization tools for company/portfolio waterfalls and cap tables. |
No information available | |
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Benchmark Comparison Ability to overlay internal portfolios with external benchmarks (Cambridge, Preqin, etc). |
Benchmarking and comparisons are essential for committee-level decision analytics. | |
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Custom Metrics Calculation Users can define custom calculation metrics for internal reporting needs. |
No information available | |
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Drill-Down Analytics Interactively explore underlying data and performance drivers. |
Drilldown analytics are implied by promises of 'detailed reporting' and data-driven decisions. | |
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Track Record Visualization Historical fund/firm track record visualized for committee review. |
No information available |
Collaboration & Workflow
(1 Yes /1 Known /10 Possible features)
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Multi-User Collaboration Multiple team members can work simultaneously on portfolio models. |
No information available | |
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Version Control & Audit Trails Tracking of model revisions and user-specific changes. |
No information available | |
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Commenting on Scenarios/Models Ability for users to leave comments on specific models or assumptions. |
No information available | |
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Approval Workflows Configurable workflows for model approval and sign-off processes. |
No information available | |
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Task Management Integration Ability to create and assign tasks linked to investment committee actions. |
No information available | |
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Access Controls Granular permissioning by user, team, or model. |
No information available | |
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Notifications & Alerts Automated notifications to stakeholders for updates, comments, or deadlines. |
No information available | |
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Integration with Communication Tools Integration with Slack, Teams, or email for collaboration and alerting. |
No information available | |
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Scenario Saving & Comparison Save, label, and compare multiple scenarios easily. |
Scenario saving/comparison is fundamental for scenario analysis and forecasting. | |
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Meeting Notes Archiving Attach and archive notes from investment committee discussions to models. |
No information available |
Risk Assessment & Analytics
(4 Yes /4 Known /11 Possible features)
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Concentration Risk Analysis Assessment and visualization of capital or return concentration across exposures. |
Risk analysis and reporting typically includes concentration risk visualizations. | |
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Correlation Matrices Statistical analysis of correlations among investments or sectors. |
No information available | |
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Downside Scenario Testing Simulation of severe downside cases (write-offs, low exit values). |
Downside scenario simulations are standard in scenario analysis and forecasting. | |
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Exposure Heatmaps Visual heatmaps showing risk concentrations by sector, geography, or stage. |
No information available | |
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Automatic Risk Flagging Automated system highlights exposures outside of risk thresholds. |
No information available | |
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Default Probability Estimation Estimates probability of company/fund failures within the portfolio. |
No information available | |
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Liquidity Profile Analysis Assessment of liquidity timing and exit risk. |
No information available | |
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Risk Adjusted Return Metrics Calculation of Sharpe ratio, TVPI, IRR net of risk. |
Risk-adjusted returns calculation is a standard part of portfolio performance reporting. | |
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Max Drawdown Calculation Quantifies the largest peak-to-trough portfolio declines. |
No information available | |
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Stress Testing Scenarios Preset and custom stress test modules for severe market or portfolio events. |
Stress testing is typically bundled with scenario analysis tools. | |
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ESG Risk Analytics Assess environmental/social/governance risks within portfolio companies. |
No information available |
Investment Pipeline Management
(2 Yes /2 Known /10 Possible features)
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Deal Pipeline Tracking Track deals by stage, sector, and expected allocation. |
Deal pipeline tracking is standard in portfolio construction/investment committee tools. | |
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Live Pipeline Integration to Portfolio See projected portfolio composition including pipeline deals not yet closed. |
No information available | |
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Deal Scoring & Prioritization Deal scoring/ranking module based on customizable criteria. |
No information available | |
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Automated Impact Forecasting System estimates the impact of potential deals on portfolio diversification and metrics. |
No information available | |
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Overlap Check Automatically flags deals that may create overexposure in specific sectors or companies. |
No information available | |
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Pipeline Scenario Modeling Test impact of adding/removing deals on future portfolio. |
Impact of adding/removing deals is referenced in portfolio scenario analysis and forecasting. | |
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Conversion Pipeline Metrics Tracks conversion rates by stage, partner, sector. |
No information available | |
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Integrated Notes and Attachments Attach diligence, memos, or IC notes to pipeline deals. |
No information available | |
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Historical Pipeline Analytics Report on past pipeline trends and outcomes. |
No information available | |
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Flow-Through Analysis Shows how pipeline companies could change risk/return profile post-investment. |
No information available |
Performance Measurement & Attribution
(6 Yes /6 Known /10 Possible features)
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Internal Rate of Return (IRR) Calculation Automated IRR calculation for portfolio and individual holdings. |
IRR calculation is a key metric in portfolio reporting for investment committees. | |
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Multiple on Invested Capital (MOIC) Calculation and visualization of MOIC at multiple levels. |
MOIC calculation is common in performance and fund reporting. | |
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Total Value to Paid-In (TVPI) Quantifies TVPI for portfolios, segments, and vintage years. |
TVPI is a widely used metric for portfolio and segment analysis in VC. | |
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Distributed to Paid-In (DPI) Calculation of DPI deployed/invested capital returned. |
DPI calculation/visualization is a standard for VC portfolio analytics. | |
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Performance Attribution Analysis Breakdown of portfolio returns by driver (sector, partner, stage, etc). |
No information available | |
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Benchmarking Performance comparisons to third-party benchmarks. |
Benchmarking is referenced in VC analytics and performance products. | |
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Time-Weighted Return Calculation Accounts for timing of cash flows in return calculations. |
No information available | |
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Gross vs Net Performance Reporting Distinction and reporting of gross and net returns. |
Gross vs net performance reporting is a foundational requirement for VC portfolio software. | |
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Peer Group Comparison Compare firm/fund/portfolio performance to custom peer group sets. |
No information available | |
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Public Market Equivalent (PME) Calculation of PME to compare VC results with public stock indices. |
No information available |
Usability & Customization
(1 Yes /1 Known /10 Possible features)
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User-Friendly Interface Intuitive, easy to navigate interface for both analysts and partners. |
Described as user-friendly for investment teams, with an emphasis on usability. | |
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Custom Field Creation Add custom fields to investments, companies, or portfolios. |
No information available | |
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Flexible Model Templates Writable, reusable templates for common portfolio modeling tasks. |
No information available | |
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Branded Output Ability to add custom logos, branding, and disclaimers to reports. |
No information available | |
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Role-based Dashboards Dashboards adjust based on user role (IC, GP, analyst, LP). |
No information available | |
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Assumption Libraries Libraries of saved/model standard assumptions, deployable to new portfolios. |
No information available | |
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White-Label Support Output and portals can be white-labeled for LP or client audiences. |
No information available | |
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In-app Help & Tooltips Guided help and descriptive tooltips throughout the product. |
No information available | |
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Shortcuts and Hotkeys Support for productivity-improving shortcuts. |
No information available | |
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Localization Support Support for multiple languages and localizations. |
No information available |
Compliance, Security & Audit
(2 Yes /2 Known /10 Possible features)
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User Authentication Multi-factor authentication and secure login. |
Secure user authentication is standard in industry-compliant portfolio software. | |
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Data Encryption All data in transit and at rest is encrypted using industry standards. |
Industry standard for financial software to encrypt data in transit and at rest. | |
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GDPR/Privacy Compliance System is compliant with key privacy laws (GDPR, CCPA, etc). |
No information available | |
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Audit Logging All user and data changes logged for auditability. |
No information available | |
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Role-Based Access Control (RBAC) Permissioning by user role, with least privilege access. |
No information available | |
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Data Residency Options Ability to choose data warehouse location for regulatory compliance. |
No information available | |
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Single Sign-On (SSO) SSO via SAML, OIDC, or enterprise identity solutions. |
No information available | |
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Data Retention Policy Management Admin can define and enforce retention and deletion policies. |
No information available | |
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Penetration Testing & Security Certifications Vendor regularly conducts penetration tests and holds security certifications (SOC 2, ISO 27001, etc). |
No information available | |
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Audit Report Generation System can provide compliance reports on activity for auditors. |
No information available |
Integration & Extensibility
(0 Yes /0 Known /10 Possible features)
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Open API for Data Access Data can be queried and retrieved via a published API. |
No information available | |
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Plug-in/Add-In Support Ability to add new modules, reports, or third-party extensions. |
No information available | |
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Custom Scripting Users or IT can add custom analysis via scripting language support. |
No information available | |
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Integration with Fund Admin Systems Direct integration modules for fund administrators and partners. |
No information available | |
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Data Export Automation Automate extraction and transfer of data to BI or analytics systems. |
No information available | |
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Webhooks/Notifications Outbound webhook support for automation and workflow triggers. |
No information available | |
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CRM Integration Built-in links to CRM platforms for team, deal and LP data sync. |
No information available | |
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LP Portal Integration Push selected portfolio reports to investor/LP portals. |
No information available | |
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Custom Branding & UI Themes Ability to reskin UI to firm branding or requirements. |
No information available | |
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Data Lake/Data Warehouse Connectivity Direct connectors to on-prem or cloud-based data lakes/warehouses. |
No information available |
Customer Support & Vendor Reliability
(0 Yes /0 Known /10 Possible features)
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24/7 Technical Support Availability of round-the-clock technical support. |
No information available | |
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Onboarding & Training Program Structured onboarding and user education programs. |
No information available | |
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Comprehensive Documentation Detailed, searchable, up-to-date documentation for all features. |
No information available | |
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Service Level Agreements (SLAs) Vendor offers contractual guarantees on uptime, response time, etc. |
No information available | |
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Dedicated Customer Success Manager Assigned point of contact for onboarding and ongoing support. |
No information available | |
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Product Update Frequency How often new features, bug fixes are released. |
No information available | |
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Client Community Access to online forums, user groups, or knowledge-sharing events. |
No information available | |
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Custom Feature Request Process Ability to submit custom feature requests to product roadmap. |
No information available | |
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Uptime Guarantee System uptime percentage (99.5%, etc) as provided by SLA. |
No information available | |
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Multilingual Support Support and resources in multiple languages. |
No information available |
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