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EquityZen Marketplace from EquityZen
Connects VC funds and investors with equity opportunities in pre-IPO tech firms, due diligence, compliance, and secondary liquidity management.
Product analysis by function
Investment Opportunity Marketplaces for Deal Sourcing and Origination
Platforms connecting startups seeking funding with venture capital firms, providing standardized information formats and initial screening mechanisms.
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Deal Discovery & Search
(0 Yes /0 Known /13 Possible features)
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Advanced Search & Filters Allows users to search and filter deals by sector, stage, geography, valuation, traction, and other parameters. |
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Saved Searches Enables users to save customized search criteria for quick access in the future. |
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Automated Deal Alerts Platform notifies users automatically when new deals matching specified criteria are listed. |
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Deal Tagging Ability to tag and categorize deals for efficient organization and retrieval. |
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AI-Driven Recommendations Uses AI or machine learning to suggest relevant deals based on user behavior or preferences. |
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Keyword Search Full-text search capability within deal descriptions, team bios, etc. |
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Saved Favorites Allows users to bookmark or favorite deals for future review or collaboration. |
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Watchlists Users can track select deals/companies and receive updates on activity. |
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Collaborative Search Spaces Allows teams or syndicates to search, share, and discuss deals collaboratively. |
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Map-Based Discovery Displays deals geographically for location-driven discovery. |
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Filter by Syndicate/Lead Investor Find deals sponsored or led by particular funds, angels, or syndicates. |
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Deal Trending Indicators Shows deals with rising interest or activity among other users. |
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Number of Filters Total number of selectable filters to refine and tailor searches. |
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Data Standardization & Quality
(0 Yes /0 Known /12 Possible features)
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Standard Deal Templates Deals presented using standardized information templates (e.g., team, traction, business model). |
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Automated Data Validation System checks and flags inconsistent, missing, or invalid data entries automatically. |
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Document Upload & Management Ability to upload and store key documents (pitch decks, financials) in standard formats. |
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Integrated e-Signatures Digital signature integration for NDAs or term sheets. |
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Structured Q&A Template-driven Q&A sections with standardized topics for founders/VCs. |
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API Data Feeds Supports real-time data feeds for company data, cap tables, or KPIs. |
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Third-Party Data Enrichment Integrates with external data providers to enhance or verify company data. |
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Audit Trail Maintains logs of data changes and accesses for compliance and transparency. |
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Founder/Company Profiles Rich, structured profiles with bios, LinkedIn, and references. |
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Traction Metrics Standardization Revenue, users, and growth metrics are reported using uniform definitions and intervals. |
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Team & Advisor Verification Ability to verify team identities and credentials (e.g., via LinkedIn, Clearbit). |
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Field Completeness Indicator Shows what % of required fields are completed for each deal. |
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Screening & Scoring Tools
(0 Yes /0 Known /10 Possible features)
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Automated Deal Scoring System generates suitability scores for each deal using defined criteria (e.g., fit, traction, team). |
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Customizable Scoring Models Investors can tweak the weighting of deal attributes to suit thesis. |
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Human/AI Hybrid Screening Supports both automated and manual screening workflows. |
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Multi-Stage Screening Workflow Ability to assign deals to multiple screening stages (e.g., initial review, deep dive). |
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Red Flag Detection Highlights concerns such as missing data, adverse events, or conflicts. |
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Screening Custom Checklists Investors can set checklists or qualifying questions per deal stage. |
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Automated Background Checks Background and reference checks can be run via third party integrations. |
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Ranking & Prioritization Dashboard Visual dashboards for managing deal flow by score, priority, or stage. |
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Screening Turnaround Time Average time taken for initial deal screening. |
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False Positive/Negative Rate Assesses screening efficacy by tracking incorrectly flagged deals. |
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Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)
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Deal Sharing Ability to share deals securely with colleagues, partners, or LPs. |
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Permissioned Access Controls Granular permissions for who can view, edit, or comment on deals. |
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Real-Time Messaging & Comments Threaded conversations on deals among team members or external collaborators. |
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Deal Rooms Virtual rooms for each deal to centralize documents, discussions, and tasks. |
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Task Assignment & Tracking Assign, track, and manage tasks related to specific deals. |
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Calendar Integration Syncs deal milestones, meetings, and deadlines to calendars. |
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Approval Workflows Multi-level approval mechanisms for progressing deals. |
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Group Voting Allows team voting on progression or rejection of opportunities. |
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Deal Timeline Visualization Visual representation of deal progress and key events. |
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Number of Collaborators per Deal Maximum number of collaborators allowed per deal. |
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Due Diligence Support
(0 Yes /0 Known /10 Possible features)
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Due Diligence Checklists Pre-configured and customizable checklists for different deal types and stages. |
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Document Request & Management Automates requests for due diligence documents and organizes received files. |
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Data Room Integration Integration with secure data rooms for sensitive documents. |
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Integration with External Diligence Tools Connectivity to background, legal, or technical analysis services. |
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Customizable Reporting Templates Provides templates for investment memos and diligence reports. |
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Red Flag Reporting Automated and manual reporting of identified diligence issues. |
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Automated Reference Checks Requests and tracks founder and customer/reference checks through integrated tools. |
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Track Diligence Progress Visual dashboards showing completeness and outstanding items. |
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External Advisor Access Enables external experts to participate securely in diligence. |
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Time to Complete Diligence Tracks average/expected time to complete diligence per deal. |
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Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
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CRM Integration Connects with leading CRM systems (Salesforce, Hubspot, Affinity) for data flow. |
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API Access Provides robust APIs for data extraction, deal flow sync, or workflow automation. |
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Calendar Integration Synchronizes with Google, Outlook, or other calendar apps. |
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Email Integration Links with email systems for deal notifications, communication, and updates. |
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Slack/Messaging Integrations Ability to post deal updates directly to Slack or similar tools. |
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Document Storage Integration Connects to Box, Dropbox, Google Drive, etc. for document handling. |
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Analytics & BI Tool Integration Integration with Tableau, Power BI, or similar for custom analytics. |
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Syndicate/LP Portal Integration Lets syndicates or LPs access and review deal flow externally. |
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Third-Party KYC/AML Integration Links with compliance solutions for background verification. |
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Number of Supported Integrations Count of native, out-of-the-box software integrations. |
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User Experience & Accessibility
(0 Yes /0 Known /10 Possible features)
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Responsive Web Design Optimized and consistent experience on all device types. |
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Native Mobile App Availability of full-featured iOS/Android apps. |
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Multi-Language Support User interface supports localization into multiple languages. |
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Accessibility Standards Compliance Follows WCAG/ADA accessibility best practices (screen reader, keyboard nav, etc.). |
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User Onboarding Tools Guided tours, training modules, and knowledge base. |
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Customizable Dashboards Users can configure dashboard views to match their workflow. |
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Notifications & Alerts Customizable, real-time notifications on key events or changes. |
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User Roles & Profiles Multiple user types each with tailored permissions and views. |
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Average Page Load Time Speed at which main dashboard or deal pages load. |
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Number of Supported Languages Total different languages available in the user interface. |
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Security & Compliance
(0 Yes /0 Known /10 Possible features)
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Data Encryption at Rest & in Transit Sensitive data is encrypted both in storage and when transmitted. |
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Multi-Factor Authentication Supports 2FA/MFA for user logins. |
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Role-Based Access Controls Define access rights at granular (field/record) level. |
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SOC2/ISO Certification Provider is certified for industry standard security compliance. |
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Data Residency Options Ability to choose country/territory for data storage to meet local laws. |
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Regular Penetration Testing Undergoes periodic penetration tests and provides results. |
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Audit Logging Comprehensive audit logs of user actions available. |
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GDPR & CCPA Compliance Tools Tools for subject data access, deletion, and notification. |
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DDoS Protection Built-in mechanisms to protect against attack attempts. |
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Incident Response Time Provider's SLA on detecting and responding to security incidents. |
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Analytics & Reporting
(0 Yes /0 Known /10 Possible features)
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Deal Flow Metrics Tracks sourced, reviewed, and invested deals over time. |
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Custom Reports Builder Users can construct custom dashboards and reports. |
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Export Options Reports and data can be exported in various formats. |
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Conversion Funnel Visualization Shows stage-by-stage deal progression and conversion rates. |
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Portfolio Analytics High-level tracking of portfolio composition and performance. |
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Time on Market Metrics Track days from deal listing to closure. |
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Benchmark Data Comparison Compares deal or portfolio metrics to industry benchmarks. |
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Number of Pre-Built Reports Total pre-configured report templates available. |
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Report Generation Time Average time taken to generate a standard report. |
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Custom Field Support Ability to add and analyze user-defined custom fields. |
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Platform Coverage & Ecosystem
(0 Yes /0 Known /10 Possible features)
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Number of Active Deals How many open deals are currently listed at any time. |
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Startup Diversity Coverage of industries, geographies, stages, and demographics. |
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Investor Network Size Number of verified VC/investor users on the platform. |
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Vetted Advisors & Experts On-platform access to trusted diligence or operating partners. |
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Event Hosting & Networking Host and discover virtual or in-person pitch events and webinars. |
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Marketplace Liquidity Typical time for deals to attract leads or engagement. |
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Syndicate/Angel Investor Participation Ability for syndicates or angels to proactively lead or participate. |
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Cross-Border Deal Support Platform supports international deals and legal/compliance needs. |
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Alumni or Portfolio Management Ongoing tracking and engagement with past deals/investments. |
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Ecosystem Partner Integrations Native integration with law firms, banks, service providers, etc. |
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Pricing, Billing, & Support
(0 Yes /0 Known /10 Possible features)
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Transparent Pricing Clear, published pricing tiers with no hidden fees. |
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Free Trial/Proof of Concept Ability to evaluate platform with a trial or pilot phase. |
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Tiered Service Levels Multiple pricing/service tiers to fit different user types and budgets. |
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Custom Enterprise Plans Supports tailored pricing and SLA for large organizations. |
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Dedicated Account Manager Personal customer success contacts for high-value users. |
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24/7 Technical Support Round-the-clock access to technical help. |
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Knowledge Base & Help Center Comprehensive online resources for self-service. |
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Platform Uptime SLA Guaranteed system availability as a percent of time. |
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Average Support Response Time Typical time to first response from support. |
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Training & Onboarding Services Offers training sessions or onboarding support for new users. |
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