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Vestberry Deal Flow & Analytics from Vestberry
Deal evaluation grids, customizable IC dashboards, historical and projected performance comparison, automated reporting, and collaborative workflow for fund teams.
Product analysis by function
Deal Comparison Tools for Investment Committee
Software for comparing multiple investment opportunities across standardized criteria, historical benchmarks, and strategic priorities.
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Data Integration & Aggregation
(0 Yes /0 Known /12 Possible features)
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Multiple Data Source Support Ability to connect and fetch from CRM, Excel, Google Sheets, dealrooms, and other data providers. |
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Real-time Data Sync Automatic updating of deal data as information changes in source systems. |
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Custom Data Field Mapping Flexible mapping of imported data to standardized internal fields. |
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API Access Availability of APIs for inbound and outbound data integration. |
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Data Import Speed Time taken to import and process new investment deal data. |
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Historical Data Backfill Ability to upload and reconcile past deal data for benchmarking and analysis. |
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Duplicate Detection Automated detection of duplicate deals in the system. |
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Data Quality Checks Inbuilt validation to flag missing or suspicious data on import. |
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Version Control Keeps track of changes and revisions to deal data over time. |
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Bulk Import/Export Support for uploading/downloading data for multiple deals at once. |
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Custom API Rate Limits Ability to customize the number of API calls for data ingestion. |
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Third-party Marketplace Integrations Direct integration with public/private deal platforms for new opportunities. |
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Standardized Evaluation Criteria
(0 Yes /0 Known /13 Possible features)
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Customizable Scoring Templates Definition and adjustment of scoring templates to suit unique investment theses. |
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Weighted Scoring Ability to assign different weights to evaluation criteria (e.g., management, market size). |
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Benchmark Comparison Comparison of deal criteria against internal or industry benchmarks. |
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Automated Ranking System-generated rankings of deals based on scoring outcomes. |
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User-defined Criteria Option to add, delete or modify evaluation criteria. |
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Qualitative & Quantitative Inputs Supports both numeric ratings and qualitative comments. |
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Rubric Sharing Ability to share evaluation frameworks with committee members or portfolio managers. |
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Custom Threshold Alerts Automated flagging of deals that do not meet minimum criteria. |
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Scorecard Export Export marked-up scorecards to Excel, PDF, or slides. |
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Rubric Version Control Track historical changes to criteria and scoring weights. |
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Criteria Normalization Adjust scores for outliers or scale differences. |
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Multi-stage Evaluation Support Scoring adapts as deals progress through diligence stages. |
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Criteria Library Access to a repository of industry-standard evaluation criteria. |
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Collaboration & Committee Workflow
(0 Yes /0 Known /12 Possible features)
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Deal Assignment Assign deals to reviewers or investment committee subgroups. |
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Role-based Access Control User roles limiting editing, viewing, and commenting capabilities. |
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Integrated Messaging Team chat, comments, and threaded discussions in app context. |
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Polling/Voting Structured votes per deal or decision point. |
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Anonymized Voting Option for secret ballots to prevent bias. |
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Approval Workflow Automation Automated routing of deals through stages based on votes/inputs. |
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Meeting Notes & Minutes Organized notetaking linked to specific deals or agenda items. |
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Action Item Assignment Allocate follow-ups and diligence tasks to specific team members. |
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Comment Threading Organize discussions at the deal, company, or criteria level. |
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Email & Calendar Integration Sync meetings, reminders, and communications with external calendars. |
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Collaboration Analytics Metrics on participation, voting attendance, and feedback quality. |
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External Advisor Participation Limited-access portal for outside reviewers or consultants. |
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Comparative Analytics & Visualization
(0 Yes /0 Known /12 Possible features)
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Side-by-side Comparison View Display multiple deals simultaneously with aligned data columns. |
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Custom Chart Builder Build visualizations (bar, spider, scatter, etc.) from deal criteria. |
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Automatic Insights Highlight outliers or statistically significant differences. |
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Benchmark Overlay Visual overlays with industry or portfolio benchmarks. |
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Portfolio Fit Analysis Align deals against current portfolio for diversification/gap analysis. |
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Trend Identification Automatic surfacing of patterns across time, stage, or sector. |
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Geographic Mapping Plot companies or deals by location. |
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Scenario Modeling Test criteria weight or assumptions and see impact on deal ranking. |
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Custom Field Filtering Filter visible deals by any property or score. |
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Export Visualizations Download charts and views for presentations. |
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Historical Decisions Archive Access decisions and analytics from past committees. |
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Visualization Speed Time taken to render comparative dashboards for a set of deals. |
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Document & Diligence Management
(0 Yes /0 Known /11 Possible features)
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Integrated Deal Room Built-in document storage tied to each deal/candidate. |
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Document Version History Keep all revisions and reference previous versions. |
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Access Permissions Granular control over who can view/edit specific documents. |
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Automated Diligence Checklist Customizable lists of required diligence items per deal. |
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Completion Tracking Monitor progress on diligence items or document uploads. |
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E-signature Integration Collect and store signatures for NDAs or committee sign-offs. |
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Document Annotation Highlight, comment, and mark up uploaded files. |
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Indexing and Search Full-text search across all deal-related documents. |
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Download Speed Speed of downloading documents from the platform. |
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Document Expiry Notifications Automated reminders for documents nearing expiration (e.g., term sheets, NDAs). |
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Third-party Doc Storage Integration Ability to link Google Drive, Dropbox, or Box. |
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Security & Compliance
(0 Yes /0 Known /11 Possible features)
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End-to-End Encryption All data and communications are encrypted at rest and in transit. |
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GDPR Compliance Platform adheres to GDPR data privacy requirements. |
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SOC 2 Certification Provider is certified for secure & reliable data handling (SOC 2, Type II, etc). |
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Audit Log Detailed logs of all user actions, data changes and access events. |
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Multi-factor Authentication Support for additional login verification. |
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Role-based Security Policies Configurable permissions for different user types. |
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Data Residency Options Choice of hosting data in specific countries or regions. |
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Single Sign-On (SSO) Centralized authentication using enterprise credentials. |
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Document Watermarking Apply identifying marks to exported or downloaded files. |
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Session Timeout Automatic logout after inactivity. |
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Custom Data Retention Policies Automated purging or archiving of data after specified timeframes. |
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User Experience & Accessibility
(0 Yes /0 Known /11 Possible features)
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Mobile/Tablet Access Optimized interface for smartphones and tablets. |
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Customizable Dashboards Users can configure their own home views and alerts. |
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Accessibility Compliance Follows standards (WCAG 2.1, Section 508, etc.) for visually/hearing impaired users. |
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User Onboarding Tutorials Integrated guidance and best practices for new users. |
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Interface Language Options Supports multiple languages/localizations. |
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Search Functionality Quick search through deals, investors, and documents. |
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Notification Settings Customizable push/email/reminder settings for different users. |
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Performance Speed Typical page load or navigation time under normal conditions. |
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Custom Theme/Branding Option to add firm logo, colors, and branding. |
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Offline Mode Access and update data without an active internet connection. |
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Bulk Actions Perform actions (e.g., delete, assign, export) for multiple deals at once. |
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Notifications & Alerts
(0 Yes /0 Known /7 Possible features)
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Custom Alert Triggers Define rules for sending alerts based on data changes, deadlines, or deal activity. |
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Email Notifications Immediate or digest alerts to registered email addresses. |
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In-app Reminders Pop-up and dashboard reminders for tasks, meetings, or pending actions. |
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Push Notifications Mobile and desktop notification support. |
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Digest Summary Reports Periodic summary (daily/weekly) of activity and new deals. |
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Escalation Policies Rules for escalating overdue tasks or reviews to managers or admins. |
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Custom Notification Channels Ability to enable/disable notifications through email, app, or SMS per user. |
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Third-Party Data & External Benchmarking
(0 Yes /0 Known /9 Possible features)
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Industry Benchmark Import Pull standard benchmarks (valuation, growth, exit multiples) for comparison. |
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Market Data Integration API integration with PitchBook, Crunchbase, CB Insights or others. |
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News Feed Integration Automatically surface relevant news and updates about companies in pipeline. |
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Valuation Database Connection Linkage to third-party private market valuation sources. |
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Screener Import Bulk or API import from external deal screeners. |
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External Investment Signals Surface deals trending in public/private news or funding announcements. |
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Company Registry Lookup Automatic profile enrichment from government or public registries. |
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Benchmark Update Frequency How often external benchmarks and data are refreshed. |
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Alert on Benchmark Shifts Notify committee of significant industry or market changes. |
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Reporting & Export
(0 Yes /0 Known /8 Possible features)
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Automated Committee Packets Generate board/committee-ready materials with selected deals and analytics. |
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Custom Report Templates Create and reuse templates for different meeting types or LP deliverables. |
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PDF/Excel Export Download reports, scorecards, or data for offline sharing or backup. |
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Scheduled Report Delivery Email or save reports on a pre-set schedule (e.g. before meetings). |
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Granular Export Controls Limit fields exported to maintain confidentiality or data minimization. |
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Audit Trail Export Generate exportable logs of key decisions and actions. |
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Regulatory Filing Formats Produce outputs in forms required by regulatory bodies or investors. |
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Export Speed Average time to generate and download a full report package. |
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Technical Support & Customization
(0 Yes /0 Known /9 Possible features)
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Dedicated Account Manager Named rep for onboarding and ongoing support. |
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24/7 Support Availability Around-the-clock help via live chat, email, or phone. |
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Knowledge Base & Self-help Extensive documentation, use cases, and FAQs. |
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Customization Services Ability to have custom features or integrations built. |
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Implementation Speed Typical onboarding and simple configuration timeline. |
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Uptime Guarantee Service Level Agreement (SLA) on system reliability. |
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Dedicated Training Sessions Live or on-demand training for clients’ staff. |
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Custom Integrations Capacity to build connectors to unlisted third-party software. |
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User Feedback Loops Mechanisms for users to suggest improvements and new features. |
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