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Fundraising Valuation Tool from Secfi
Helps founders estimate their company's valuation amidst fundraising activities and gives insights on equity dilution and structure.
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.
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Valuation Methodologies Support
(0 Yes /0 Known /13 Possible features)
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DCF (Discounted Cash Flow) Model Support for discounted cash flow valuation modeling, even with limited historic data. |
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Comparable Company Analysis Ability to benchmark against similar venture-backed firms. |
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Precedent Transactions Analysis Ability to analyze historical transactions involving comparable startups. |
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Venture Capital Method Supports the VCM commonly used in VC investment committees. |
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Scorecard Valuation Incorporates qualitative and quantitative scoring to back up valuations. |
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Risk Factor Summation Method Enables adjustment for deal-specific risk factors. |
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First Chicago Method Ability to apply scenario-based modeling suitable for early-stage startups. |
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Custom Model Builder Allows users to create or adapt bespoke valuation models. |
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Simultaneous Multiple Valuations Ability to compute and compare several methods side-by-side. |
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Scenario Analysis for Valuations Support for bullish, base, and bearish case modeling within valuation outputs. |
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Valuation Assumptions Tracker Tracks and records key assumptions and their rationale for audit and transparency. |
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Integrated Market Data Feeds Direct linking to relevant market databases for real-time input data. |
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Output Export Formats Supports export of valuation analyses to PDF, XLSX, PPT, and other formats. |
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Usability & Collaboration
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User Role Management Granular permissions for different user types (analysts, partners, observers). |
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Multi-user Simultaneous Editing Allows more than one user to update analyses at the same time. |
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In-app Comments & Notes Facilitates communication regarding key modeling assumptions and outcomes. |
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Version Control Tracks changes to models and inputs for transparency and rollback. |
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Document Upload & Storage Enables sharing of supporting documents within the platform. |
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Audit Trail Tracks who did what and when inside the platform. |
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Presentation Mode Switch to a streamlined view for displaying models in meetings. |
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Task Assignment & Tracking Assign follow-ups and actions to team members within the workflow. |
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Dashboard Customization Users can modify data displays according to their preferences. |
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Notification System Automated alerts for major edits, comments, or required actions. |
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Data Security & Compliance
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End-to-end Encryption Data is encrypted at rest and in transit. |
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Multi-factor Authentication Enhances access control through additional login security. |
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Single Sign-On (SSO) Supports SSO across multiple internal systems. |
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SOC 2 Compliance Adheres to leading standards for controls around security, availability, processing integrity, confidentiality, and privacy. |
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Permissioned Data Access Controls and audits on who can access specific sensitive data. |
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Data Residency Options Support for storage in specific geographic locations for regulatory compliance. |
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GDPR Compliance Platform conforms to GDPR and similar data privacy laws. |
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Regular Security Audits Routine reviews and penetration tests for data security. |
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Data Backup Frequency How often automated backups are taken to safeguard data. |
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Data Retention Periods Configurable retention windows for sensitive documents and records. |
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Integration Capabilities
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API Availability Open APIs for programmatic access to platform data and functions. |
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CRM System Integration Direct connections with leading CRM tools (e.g., Salesforce, HubSpot). |
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Portfolio Management Tool Integration Supports handoff of approved deals to downstream tracking systems. |
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Excel Add-In/Plugin Ability to push/pull data to Excel sheets for custom workflows. |
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Calendar Integration Links to calendar apps for scheduling committee meetings, reviews, and deadlines. |
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BI Tool Integration Can integrate with business intelligence platforms (e.g., Tableau, Power BI). |
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SSO with Internal User Directories Supports Active Directory/Okta/Google Workspace SSO. |
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Document Management System Integration Links to systems like Dropbox, Box, Google Drive, or SharePoint. |
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Email Integration Can sync analyses and comments with email workflows. |
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Integration Marketplace Support for plug-and-play addition of new integrations to third-party systems. |
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Analytics & Reporting
(0 Yes /0 Known /10 Possible features)
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Custom Report Builder Users can build and save personalized reports. |
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Valuation Summary Dashboards At-a-glance dashboards of relevant valuation metrics and outcomes. |
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Peer Comparison Analytics Analyze valuations versus peers or benchmarks. |
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Time Series Tracking Track how key valuation inputs and outputs change over time. |
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Heatmaps & Visualizations Visual representations of data for fast comprehension. |
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Export to PDF/Excel/PowerPoint One-step export of reports into common formats. |
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Auto-generated Meeting Packs Automatically assembles investment committee materials from model outputs. |
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Custom KPI Tracking Enables selection and monitoring of custom KPIs related to valuation. |
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Cross-Portfolio Analytics Analyze trends and benchmarks across all deals under review. |
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Scheduled Report Distribution Automates report sending to specific stakeholders on a defined schedule. |
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Data Input & Management
(0 Yes /0 Known /10 Possible features)
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Bulk Data Upload Import large data sets quickly (e.g. from Excel, CSV). |
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Real-time Data Validation Checks for inconsistencies or missing values as data are entered. |
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Template Library Reusable templates for common model types and investment scenarios. |
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Dynamic Input Forms Easily adapts input fields for the data needed. |
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Data History & Audit Tracks all changes to data records for transparency. |
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Auto-save Functionality Prevents loss of input data from crashes or timeouts. |
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Data Import Speed Speed at which external data can be fully processed. |
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Input Data Types Supported Handles all common types: numeric, dates, text, lists, documents. |
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Data Annotation Tools Allows attaching commentary or rationale to specific data entries. |
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Error Logging & Resolution Tracking Logs data issues and tracks resolution status for each. |
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Performance & Scalability
(0 Yes /0 Known /10 Possible features)
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Concurrent User Capacity Number of users the system can support simultaneously without performance lag. |
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Model Calculation Speed Time required to process typical valuation models. |
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Scalable Storage Capacity Total available storage that can be scaled with needs. |
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99.9% Uptime Guarantee Commitment to uptime reliability for uninterrupted access. |
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Load Balancing Automatically adjusts resources to prevent slowdowns at peak demand. |
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Geographically Distributed Hosting Use of multiple data centers to enhance access speed globally. |
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Auto-scaling Infrastructure System auto-scales compute resources with demand. |
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Mobile Device Compatibility Optimized for use on tablets and smartphones. |
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Custom Performance Reporting Tracks and reports key system performance metrics. |
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API Rate Limits Defines how many API requests can be processed within a specific period. |
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User Experience & Accessibility
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Intuitive User Interface Layouts and features that can be used efficiently by both analysts and partners. |
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Customizable Workspaces Users can rearrange dashboard panels and data modules. |
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Accessibility (ADA/WCAG) Compliance Supports users with visual, motor, or other impairments. |
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Multi-language Support User interface available in multiple languages. |
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Guided Walkthroughs & Tutorials Built-in help tools to onboard new users quickly. |
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Advanced Search Functionality Fast, granular search/filter across all platform content. |
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Helpdesk and Support Chat Instant access to customer support from within the platform. |
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User Feedback Mechanism Easy ways to submit feature requests or report usability issues. |
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Shortcuts & Keyboard Navigation Productivity enhancements for power users. |
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Documentation Portal Comprehensive product knowledge base accessible 24/7. |
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Customization & Flexibility
(0 Yes /0 Known /10 Possible features)
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Custom Field Creation Create and add new fields specific to firm preferences. |
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Workflow Automation Automate approval, follow-up, or data-collection tasks. |
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Custom Branding Add firm’s logo, color palette, and terminology. |
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Custom Approval Workflows Configure approval hierarchies and routing based on deal stage. |
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Custom Model Templates Develop and deploy in-house model templates. |
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Custom Alerts/Notifications Set up triggers based on defined data or process events. |
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Scripting or Macro Support Enable user-generated automation or calculation scripts. |
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Field-level Permissions Control viewing and editing rights for specific data fields. |
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Plug-in/Extension Marketplace Easily add extra features from a curated library. |
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Configurable Deal Stages Adapt the investment process to the firm’s unique pipeline. |
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Support & Training
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24/7 Support Availability Round-the-clock support to accommodate global teams and urgent issues. |
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Dedicated Account Manager Assigned specialist for onboarding and ongoing relationship. |
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On-demand Training Sessions Ability to schedule and review training sessions on product features and use cases. |
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Product Updates & Release Notes Timely communication about product changes and improvements. |
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Self-service Knowledge Base Comprehensive resource library including how-tos and troubleshooting. |
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Community Forum Peer-to-peer Q&A and sharing of best practices. |
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In-app Guided Assistance Step-by-step instructions available directly within the platform. |
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Feedback Loop for Feature Requests Mechanism for users to propose and vote on new features. |
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Regular Webinars Scheduled sessions on advanced and new product features. |
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Multi-channel Support (chat, email, phone) Multiple avenues for support as per user preference. |
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Cost & Commercial Terms
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Transparent Pricing Clear, up-front pricing with no hidden fees. |
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Free Trial Availability Allows prospective customers to test capabilities before committing. |
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Per-user Pricing Options Flexibility to pay per user as team size changes. |
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Volume Discounting Tiered pricing based on user count or data storage. |
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Annual & Monthly Billing Choices Support for both short- and long-term commitment terms. |
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Upfront vs. Usage-based Billing Option to pay in advance or according to actual system usage. |
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Contract Termination Flexibility Ability to cancel or modify subscription with minimal penalty. |
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Service Level Agreements (SLA) Provider offers SLA guarantees for uptime and support responsiveness. |
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Onboarding/Setup Fees Clarity about any one-time costs for deployment. |
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Custom Enterprise Pricing Tailored options for larger VC firms with unique needs. |
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