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Solovis Portfolio Management Suite from Solovis
Enables detailed scenario analysis for liquidity events, portfolio modeling, and holistic exit planning for alternative assets, including venture capital portfolios.
Product analysis by function
Exit Planning Solutions for Portfolio Management
Software for scenario modeling of potential exits, managing data rooms for acquisition processes, and tracking potential acquirers.
More Exit Planning Solutions
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Scenario Modeling & Valuation
(0 Yes /0 Known /12 Possible features)
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Scenario Builder Allows creation of customizable exit scenarios with assumptions for valuations, timing, structure, etc. |
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Waterfall Analysis Models capital distribution across stakeholders for each exit scenario. |
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Return Forecasting Projects IRR, MOIC, and other return metrics based on input scenarios. |
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Sensitivity Analysis Tests key variables' impact on projected outcomes. |
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Market Benchmarking Compares modeled exits to market comparables. |
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Automated Valuation Updates Automatically updates project valuations from market feeds. |
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Convertible Instruments Modeling Supports modeling of SAFEs, convertible notes, etc. in exit scenarios. |
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Secondary Sale Simulation Simulates the effects of partial share sales to third parties. |
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Exit Probability Weighting Allows users to assign likelihoods to modeled scenarios. |
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Scenario Version Control Tracks, saves, and compares different scenario models over time. |
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Speed of Calculation Time taken to run scenario simulations and analyses. |
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Scenario Storage Capacity Maximum number of scenarios that can be saved and managed. |
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Data Room & Document Management
(0 Yes /0 Known /12 Possible features)
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Virtual Data Room (VDR) Centralized, secure document repository for acquisition and diligence processes. |
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Granular Permissions Fine-grained user and document access controls. |
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Audit Logging Tracks who accessed, downloaded, or edited documents. |
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Expiration & Watermark Controls Manages document expiry dates and watermarking for confidentiality. |
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Bulk Document Upload Allows multiple files to be uploaded simultaneously. |
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Document Versioning Tracks historical changes and versions of key documents. |
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Integration with Cloud Storage Connects to services like Google Drive, Dropbox, etc. |
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Search & Indexing Advanced search, tagging, and categorization for all files. |
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Encryption at Rest & in Transit Ensures industry-standard encryption for all stored and shared documents. |
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Secure Q&A Section Facilitates Q&A between buyers and sellers in a controlled environment. |
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Max Document Storage Total storage allocated for the data room. |
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Max Concurrent Users Number of simultaneous users allowed access. |
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Acquirer & Buyer Management
(0 Yes /0 Known /11 Possible features)
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Acquirer Database Centralized repository for potential acquirers, partners, and interested parties. |
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Engagement Tracking Logs interactions, outreach, and deal progress for each acquirer. |
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Interest Scoring Scores each acquirer's likelihood to proceed based on configurable criteria. |
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Pipeline Visualization Visualizes the acquisition funnel and acquirer engagement status. |
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Contact & Relationship Management Stores key points of contact, notes, and relationship histories. |
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Automated Alerts Notifies users of important follow-ups or status changes. |
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Document Sharing for Acquirers Enables permission-based document distribution to interested buyers. |
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Bulk Import/Export Allows importing and exporting acquirer lists and associated data. |
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Tagging & Segmentation Segment acquirers by industry, location, strategic/financial, etc. |
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Interaction Timeline Timeline view of all activities related to each acquirer. |
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Acquirer Storage Limit Maximum number of acquirers the system can handle. |
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Integration & API Connectivity
(0 Yes /0 Known /8 Possible features)
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CRM Integration Connects with popular CRM tools (Salesforce, HubSpot, etc.). |
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Portfolio Management Integration Syncs with existing portfolio management software. |
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Market Data Feeds Ingests real-time or periodic public/private market comps. |
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API Access Open API for custom integrations and data extraction. |
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Single Sign-On (SSO) Supports federated identity standards (SAML, OAuth, etc.). |
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Data Export Exports data in multiple formats (CSV, XLSX, PDF, etc.). |
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Webhook Support Triggers workflow automations on data changes. |
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Integration Capacity Maximum number of concurrent third-party systems connected. |
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Reporting & Analytics
(0 Yes /0 Known /8 Possible features)
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Custom Dashboard Builder Builds tailored dashboards around key exit KPIs. |
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Automated Scheduled Reports Sends periodic exit scenario, progress, and due diligence reports automatically. |
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Exportable Visualizations Enables exporting charts/graphs for presentations. |
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Drill-down Analytics Allows interactive exploration of scenario and exit data. |
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Benchmarking Analytics Compares performance to peer funds or industry exit averages. |
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Real-Time Updates Dashboards update as data changes. |
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Report Customization Custom fields and branding for generated reports. |
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Max Saved Dashboards Number of dashboards that can be saved per user. |
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Security & Compliance
(0 Yes /0 Known /8 Possible features)
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Role-Based Access Control Granular user permissioning by data type and action. |
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GDPR/CCPA Compliance Features and legal terms to support compliance requirements (including data subject requests, right to erasure, data minimization, etc.). |
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Multi-factor Authentication (MFA) Enforces multi-step user authentication. |
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End-to-End Encryption Protects data both in transit and at rest. |
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Audit Trail Comprehensive tracking of all user and admin actions. |
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Third-Party Security Certifications SOC2, ISO 27001, or equivalent certifications. |
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Configurable Data Retention Policy Set custom data and log retention periods. |
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Incident Response Automation Automated alerting and workflow for security breaches. |
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Workflow Automation & Collaboration
(0 Yes /0 Known /8 Possible features)
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Deal Pipeline Automation Automates stage advancement and reminders in the exit process. |
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Task Management Assigns and tracks responsibilities, deadlines, deliverables. |
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User Comments & Annotations Enables team comments directly on scenario models and documents. |
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Internal Chat/Messaging Allows for contextual team discussions in-platform. |
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Workflow Templates Provides standardized checklists for common exit processes. |
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Approval Workflows Routes important documents and decisions for approval. |
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Notifications & Alerts Delivers reminders and activity alerts to users. |
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Document Collaboration Capacity Number of users who can simultaneously edit a document. |
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Usability & User Experience
(0 Yes /0 Known /7 Possible features)
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Customizable Workspaces Allows users to tailor their dashboards and views. |
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Multiple Language Support Interface available in several languages. |
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Mobile Accessibility Full access via mobile app or responsive browser. |
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Accessible Design Compliance with accessibility standards (WCAG, etc.). |
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Onboarding & Tutorials Guided onboarding and in-app help for new users. |
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User Custom Fields Add custom data fields to records, scenarios, etc. |
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Navigation Speed Average time to move between main screens. |
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Support & Service
(0 Yes /0 Known /7 Possible features)
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24/7 Customer Support Round-the-clock support availability. |
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Dedicated Account Manager Assigned success manager for client engagement. |
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Live Chat Support On-demand in-app or web chat help. |
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Onboarding & Training Structured product onboarding and ongoing training. |
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Uptime Guarantee SLA-backed platform uptime. |
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Platform Uptime Historical platform reliability. |
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Response Time SLA Maximum time to first response on support tickets. |
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Customization & Extensibility
(0 Yes /0 Known /6 Possible features)
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Custom Workflow Builder Design and deploy custom processes for exit scenarios. |
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White-labeling/Branding Customize platform appearance with own branding. |
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Scriptable Automation Allows for custom automation/scripts via SDK or scripting language. |
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Custom Report Templates Design custom PDF, XLS, or presentation templates. |
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Flexible Data Model Allows for adding/removing fields from key objects (companies, acquirers, scenarios, etc.). |
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Custom Integration Hooks Supports custom integrations with proprietary internal systems. |
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