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