at Financial Technnology Year

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iLEVEL from IHS Markit (Now part of S&P Global)

Portfolio monitoring solution that automates data collection, standardizes performance metrics, and centralizes portfolio information. Provides analytics, dashboards, and reporting capabilities to track portfolio company performance and facilitate investor communications.

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More about IHS Markit (Now part of S&P Global)

Product analysis by function

Portfolio Monitoring Platforms for Portfolio Management

Dashboards and reporting tools tracking key metrics, milestone achievement, and financial performance across the entire investment portfolio.
More Portfolio Monitoring Platforms More Portfolio Management ...

Data Integration & Aggregation
(0 Yes /0 Known /10 Possible features)

Dashboards & Visualization
(0 Yes /0 Known /10 Possible features)

Key Metrics Tracking
(0 Yes /0 Known /10 Possible features)

Report Generation & Distribution
(0 Yes /0 Known /10 Possible features)

Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /10 Possible features)

Customization & Extensibility
(0 Yes /0 Known /10 Possible features)

Portfolio Company Engagement
(0 Yes /0 Known /10 Possible features)

Performance & Scalability
(0 Yes /0 Known /10 Possible features)

Support & Implementation
(0 Yes /0 Known /10 Possible features)

Pricing & Contract Flexibility
(0 Yes /0 Known /10 Possible features)

Investor Relations Systems for Portfolio Management

Communication and reporting tools for keeping limited partners informed about portfolio performance, investment activities, and fund metrics.
More Investor Relations Systems More Portfolio Management ...

Data Integration & Aggregation
(0 Yes /0 Known /10 Possible features)

Report Generation & Customization
(0 Yes /0 Known /11 Possible features)

Communication & Investor Portal
(0 Yes /0 Known /10 Possible features)

Performance Tracking & Analytics
(0 Yes /0 Known /10 Possible features)

Compliance & Security
(0 Yes /0 Known /10 Possible features)

Capital Calls & Distributions Management
(0 Yes /0 Known /10 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /10 Possible features)

Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)

Audit & Transparency
(0 Yes /0 Known /10 Possible features)

Customization & Extensibility
(0 Yes /0 Known /10 Possible features)

Support & Service
(0 Yes /0 Known /10 Possible features)

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API Integrations Supports connecting to external data sources (e.g., accounting platforms, CRM, bank feeds) via APIs.		No information available
Automated Data Imports Ability to schedule and automate data imports from multiple sources.		No information available
Manual Data Entry Allows users to manually input or adjust data if automatic feeds are unavailable.		No information available
Data Cleaning Tools Provides tools to validate, deduplicate, and standardize imported data.		No information available
Data Consolidation Combines disparate datasets from multiple sources into a single portfolio view.		No information available
Historical Data Upload Enables bulk import of historical performance and transaction data.		No information available
Custom Data Mapping Supports customizable mapping of new or unique data fields to standard platform fields.		No information available
Frequency of Data Sync How often the platform can synchronize data with external sources.		No information available
Data Validation Rules Customizable logic for automated data quality checks and alerts.		No information available
Data Export Capabilities Allows data to be easily exported for analysis in external tools.		No information available

Customizable Dashboards Users can create dashboards tailored to their needs and preferences.		No information available
Real-Time Data Display Dashboards refresh and display the most current data available.		No information available
Drill-Down Capability Allows navigation from high-level metrics to detailed underlying data.		No information available
Preset Templates Offers ready-made dashboard templates for common portfolio views.		No information available
Multi-Portfolio Views Ability to display and compare metrics across multiple funds or portfolios.		No information available
Data Visualization Types Range of available visualizations (e.g., charts, graphs, heatmaps).		No information available
KPI Widgets Predefined widgets displaying key metrics (IRR, TVPI, MOIC, etc.).		No information available
Mobile Responsive Dashboards can be accessed and used effectively via mobile devices.		No information available
Custom Color Schemes Supports personalized branding via custom color palettes and logos.		No information available
Export & Sharing Options Can export dashboard views or embed them into presentations/reports.		No information available

Financial Performance Metrics Automatic calculation of IRR, TVPI, DPI, MOIC and other common VC metrics.		No information available
Operational KPIs Tracks operational metrics such as burn rate, runway, ARR, MRR, etc.		No information available
Milestone Tracking Track achievement of milestones for each portfolio company.		No information available
Custom Metrics Definition Users can define custom metrics specific to their portfolio or strategy.		No information available
Automatic Metric Updates Metrics are auto-updated when new data is loaded.		No information available
Benchmarking Tools Compare metrics against industry benchmarks or peer groups.		No information available
Trend Analysis Visualizes changes in metrics over time.		No information available
Alerting on KPI Variance Configurable notifications when metrics cross critical thresholds.		No information available
Scenario Modeling Simulate effects of various growth, fundraising, or exit scenarios on metrics.		No information available
Tagging & Grouping Tag companies and group data for custom cohort analysis.		No information available

Scheduled Reporting Generate and distribute reports automatically on a set schedule.		No information available
Custom Report Templates Create and reuse branded templates for consistent reporting.		No information available
Drag & Drop Report Builder User-friendly interface for assembling custom reports from data widgets.		No information available
Collaboration Tools Allows teams to comment on, edit, and share draft reports.		No information available
PDF and Excel Export Export reports to common formats for distribution or further analysis.		No information available
Direct Sharing/Email Send reports directly from within the platform via email or link sharing.		No information available
Audit Trail of Reports Keeps version history and access logs for compliance.		No information available
Watermarking & Security Controls Add watermarks and restrict access to sensitive reports.		No information available
Multi-Language Support Generate reports in multiple languages to serve global LPs.		No information available
Dynamic Text Fields Include dynamic narrative text in reports that updates with data changes.		No information available

Task Management Assign and track tasks related to data collection, reporting, or follow-ups.		No information available
Commenting & Annotations Users can comment or annotate on charts, metrics, and reports.		No information available
Role-Based Access Set permissions on data and feature access by user role.		No information available
Calendar Integration Integrate tasks and reporting schedules with external calendars.		No information available
Notification System Configurable alerts for important tasks, updates, or metric changes.		No information available
Approval Workflows Require and track approvals for critical edits and report releases.		No information available
Shared Workspaces Dedicated spaces for team projects, dashboards, or company reviews.		No information available
Version Control Track changes and maintain history of edits to data and reports.		No information available
In-Platform Messaging Secure chat or messaging features for collaboration within the platform.		No information available
External User Invites Allows portfolio companies or advisors to access select dashboards or uploads.		No information available

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Financial Technology Year

iLEVEL from IHS Markit (Now part of S&P Global)

Product analysis by function

Portfolio Monitoring Platforms for Portfolio Management

Data Integration & Aggregation
(0 Yes /0 Known /10 Possible features)

Dashboards & Visualization
(0 Yes /0 Known /10 Possible features)

Key Metrics Tracking
(0 Yes /0 Known /10 Possible features)

Report Generation & Distribution
(0 Yes /0 Known /10 Possible features)

Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /10 Possible features)

Customization & Extensibility
(0 Yes /0 Known /10 Possible features)

Portfolio Company Engagement
(0 Yes /0 Known /10 Possible features)

Performance & Scalability
(0 Yes /0 Known /10 Possible features)

Support & Implementation
(0 Yes /0 Known /10 Possible features)

Pricing & Contract Flexibility
(0 Yes /0 Known /10 Possible features)

Investor Relations Systems for Portfolio Management

Data Integration & Aggregation
(0 Yes /0 Known /10 Possible features)

Report Generation & Customization
(0 Yes /0 Known /11 Possible features)

Communication & Investor Portal
(0 Yes /0 Known /10 Possible features)

Performance Tracking & Analytics
(0 Yes /0 Known /10 Possible features)

Compliance & Security
(0 Yes /0 Known /10 Possible features)

Capital Calls & Distributions Management
(0 Yes /0 Known /10 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /10 Possible features)

Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)

Audit & Transparency
(0 Yes /0 Known /10 Possible features)

Customization & Extensibility
(0 Yes /0 Known /10 Possible features)

Support & Service
(0 Yes /0 Known /10 Possible features)

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Data Encryption All data is encrypted at rest and in transit.		No information available
Two-Factor Authentication Supports 2FA for all user logins.		No information available
SSO/SAML Integration Supports Single Sign-On for enterprise identity management.		No information available
Activity Logging Detailed audit trail of all user activity and data changes.		No information available
GDPR Compliance Structured for compliance with major data privacy laws (incl. GDPR, CCPA, etc.).		No information available
User Permission Granularity Fine-grained control over feature and data access permissions.		No information available
Data Residency Options Allows selection of preferred data storage regions for compliance.		No information available
Regular Vulnerability Scanning Conducts frequent automated security scans and external audits.		No information available
Disaster Recovery Plan Has robust policies and backups for business continuity.		No information available
Role Auditing Tools Facilities for regular review of user roles and permissions.		No information available

Custom Field Creation Users can add and define new fields for data entry and reporting.		No information available
Custom Workflows Configure specific workflows to match the firm’s investment processes.		No information available
Branding Support Platform can be customized to reflect the firm’s logo and style.		No information available
API for External Systems Platform offers a public API for custom integrations.		No information available
Plugins/Marketplace Supports third-party extensions or plugins for added functionality.		No information available
Custom Report Layouts Design and implement unique report structures as needed.		No information available
White Labeling Full white-label options for client-facing interfaces.		No information available
Scriptable Automation Allows scripting/automation of repetitive or complex processes.		No information available
Support for Multiple Currencies Track and report in multiple currencies with conversion tools.		No information available
User-Defined Triggers Set custom triggers to automate alerts or workflow steps.		No information available

Portfolio Company Portal Portal for company management teams to enter data and receive feedback.		No information available
Data Request Management Automates and tracks data requests to portfolio companies.		No information available
Progress Surveys Send customizable surveys to companies to capture qualitative and quantitative updates.		No information available
Pre-Population of Fields Pre-fills returning surveys with prior data to reduce company workload.		No information available
Feedback Loop Systems to share analysis, trends, or benchmarks back to each company.		No information available
Document Uploads Companies can attach supporting documentation through the platform.		No information available
Secure Messaging Encrypted, platform-based communication with portfolio companies.		No information available
Deadline Reminders Automatic deadline reminders sent to company users.		No information available
Participation Tracking Tracks participation and response rates across companies.		No information available
Permissioned Data Sharing Control which data is visible to company teams vs. investors.		No information available

Concurrent User Support Maximum number of users who can be actively logged in simultaneously.		No information available
Uptime Guarantee SLA percentage for minimum platform uptime.		No information available
Max Portfolio Size Total number of companies the platform can effectively support.		No information available
Report Generation Speed Average time to prepare standard portfolio reports.		No information available
Query Response Time Average data query (dashboard refresh) response time.		No information available
Bulk Data Processing Ability to import/export large batches of data efficiently.		No information available
Platform Scalability System architecture supports scaling up with additional data/users.		No information available
Cloud Hosting Platform is hosted in a secure and scalable cloud environment.		No information available
Load Balancing Employs techniques to distribute load for optimal performance.		No information available
Regular Performance Reviews Provider supports periodic performance monitoring and optimization.		No information available

Dedicated Account Manager A specific person/team for ongoing account support.		No information available
Onboarding Services Structured onboarding for initial data migration and process setup.		No information available
Knowledge Base/Documentation Comprehensive and up-to-date support articles and user guides.		No information available
Live Chat Support Real-time chat support during business hours.		No information available
24/7 Emergency Support Around-the-clock emergency technical support.		No information available
Training Programs Structured user training (live sessions, videos, webinars).		No information available
Community Forums Active online forums for best practices sharing and issue resolution.		No information available
Feedback & Roadmap Input Channel for users to propose and vote on new feature ideas.		No information available
Implementation Time Typical number of weeks/months to complete initial implementation.		No information available
Data Migration Assistance Provider assists in migrating historical data from other systems.		No information available

Transparent Pricing All pricing is published or explained clearly before purchase.		No information available
Tiered Subscription Models Pricing options based on number of users, portfolios, or features.		No information available
Volume/Portfolio Discounts Discounts available for larger portfolios or multiple funds.		No information available
Annual/Monthly Billing Options Allows flexibility in billing cycles.		No information available
No Long-Term Lock-In Option for month-to-month or pay-as-you-go contracts.		No information available
Free Trial/POC Option to trial the platform before committing.		No information available
Custom Contract Options Negotiable contract terms (i.e., for migrations, custom integrations, or pilots).		No information available
Simple per-User/Company Fees Easy-to-understand fee structures per user, company, or LP.		No information available
Implementation Costs Published Any onboarding or setup costs are clearly described.		No information available
Cancellation Policy Clear, fair policy on contract termination and refunds.		No information available

Multi-system Integration Integrates with external data sources and portfolio management tools.		No information available
API Availability Supports secure APIs for data import/export and system interconnectivity.		No information available
Custom Data Mapping Maps and normalizes data fields from disparate sources for consistent reporting.		No information available
Real-Time Data Sync Updates portfolio data in real-time from connected systems.		No information available
Bulk Data Upload Allows large-scale uploads of historical or periodic data (e.g., Excel, CSV).		No information available
Automated Data Validation Validates imported or synced data for errors and inconsistencies.		No information available
Data Enrichment Enhances imported records with market data or lookup values.		No information available
Scalability Supports increasing volumes of data as the portfolio grows.		No information available
Latency of Updates Time lag between data update in source and reflection in system.		No information available
Historical Data Storage Maintains and organizes historical investment and performance data.		No information available

Customizable Report Templates Allows creation and re-use of branded, investor-facing report templates.		No information available
Automated Report Scheduling Schedules and automatically delivers periodic reports to stakeholders.		No information available
Dynamic Data Fields Inserts real-time or most up-to-date data into generated reports.		No information available
Multi-format Export Exports reports in various formats (PDF, Word, Excel, HTML).		No information available
Version Control Tracks changes and maintains versions of reports over time.		No information available
Batch Reporting Generates multiple reports at one time for different investors or funds.		No information available
Visualizations & Dashboard Embedding Includes charts, graphs, and dynamic dashboards in reporting.		No information available
Narratives & Commentary Integration Enables manual or automated insertion of narrative sections or qualitative commentary.		No information available
KPI & Benchmarking Selection Allows selection of custom KPIs or benchmarks for comparative analysis.		No information available
Report Personalization Personalizes reports for specific investors or LPs based on their interests or requirements.		No information available
Audit Trail for Reports Keeps record of report creation, modification, and distribution activity.		No information available

Branded Investor Portal Provides a customizable, web-based portal for investor access.		No information available
Secure Document Sharing Facilitates archival and distribution of sensitive performance documents to investors.		No information available
Two-factor Authentication (2FA) Requires an additional layer of security for investor access.		No information available
Mobile Access Permits investors and team members to access the platform via mobile devices.		No information available
Instant Notifications Sends real-time alerts and notifications (e.g., new reports, distributions, announcements).		No information available
Bulk and Individual Messaging Enables sending communications to all or individual LPs.		No information available
Activity Tracking Monitors which documents or reports are accessed by each investor.		No information available
Meeting & Event Calendar Shares meeting invites, webinars, and key events with LPs.		No information available
Multilingual Support Provides support for multiple languages for international investors.		No information available
FAQ & Resource Center Hosts FAQs, glossaries, guides, and educational resources for investors.		No information available

Portfolio Valuation Calculation Calculates and maintains up-to-date valuations at deal, company, and fund levels.		No information available
IRR Calculation Provides internal rate of return (IRR) calculations for deals and funds.		No information available
MOIC/TVPI Calculation Calculates Multiple on Invested Capital and Total Value to Paid In.		No information available
Benchmarks Comparison Compares portfolio metrics to public benchmarks or peer groups.		No information available
Attribution Analysis Analyzes what drives fund performance at the company, sector, or region level.		No information available
Custom Metric Configuration Allows creation and monitoring of custom financial or impact metrics.		No information available
Exportable Analytics Enables export of analysis, charts, and tables for further review.		No information available
Data Drill-down Supports clicking into summary data to view details.		No information available
Forecast & Scenario Modeling Offers tools for modeling future performance and outcomes.		No information available
Data Refresh Frequency Indicates how often analytics data is refreshed and updated.		No information available

Role-based Access Control Restricts access to data based on role and need-to-know.		No information available
Audit Logs Maintains a comprehensive record of user actions and data changes.		No information available
Data Encryption Encrypts data at rest and during transmission.		No information available
Regulatory Compliance Certifications Attests to compliance with standards (SOC2, GDPR, etc.).		No information available
Data Retention Policies Supports configuration of customizable data retention periods.		No information available
User Activity Monitoring Tracks risky or unauthorized activities for security review.		No information available
Secure File Transfer Protocol Ensures all files are transferred over secure protocols (e.g., SFTP, HTTPS).		No information available
Penetration Testing Frequency Indicates regularity of third-party security penetration tests.		No information available
Privacy Policy Management Supports transparent communication of privacy terms to investors.		No information available
Legal Hold Support Allows data to be preserved in case of legal or regulatory investigation.		No information available

Digital Capital Call Notices Issues electronic capital call notices to LPs with acknowledgment tracking.		No information available
Distribution Notices Automates distribution notice creation and delivery.		No information available
Status Tracking Tracks which LPs have responded or paid capital calls.		No information available
Document Templates Offers templates for capital call and distribution documents.		No information available
E-signature Integration Supports obtaining e-signatures for acknowledgments.		No information available
Automated Reminders Sends reminders to LPs with pending actions.		No information available
Payment Integration Links to banking or payment systems for tracking fulfillment.		No information available
Manual Override Options Allows staff to manually update status or correct errors.		No information available
Historical Call/Distribution Tracking Maintains complete records of all past calls and distributions.		No information available
Downloadable Receipts Allows LPs to download receipts for payments made.		No information available

Intuitive User Interface Features a modern, easy-to-navigate web interface.		No information available
Accessibility Standards Compliance Meets standards for users with disabilities (e.g., WCAG).		No information available
White-labeling Options Customizes branding to match fund identity.		No information available
Configurable Dashboards Allows users to personalize views and widgets.		No information available
Quick Search & Filters Helps users quickly locate specific data or documents.		No information available
Bulk Actions Performs actions (such as sending messages) across multiple records at once.		No information available
Multi-device Responsiveness Optimized for desktops, tablets, and smartphones.		No information available
Onboarding Assistance Provides guides and tutorials for new users.		No information available
Localization Support Supports international settings for currency, dates, and language.		No information available
Helpdesk & Live Chat Offers users immediate support from vendor staff.		No information available

Task Assignment & Management Assigns and tracks internal tasks related to investor relations.		No information available
Approval Workflows Routes reports and communications for managerial approval.		No information available
Commenting & Discussion Threads Allows team members to discuss and annotate documents or reports.		No information available
Activity Feeds Shows real-time updates on collaborative activity.		No information available
Role-based Permissions Fine-grained control over actions that different team members can perform.		No information available
Internal Notifications Alerts staff to new tasks, investor inquiries, or workflow steps.		No information available
Integration With Collaboration Platforms Connects with tools like Slack, Microsoft Teams, or other workflow apps.		No information available
Template Sharing Lets teams share best-practice report or message templates internally.		No information available
Calendar Integration Syncs tasks and events with Outlook, Google Calendar, etc.		No information available
Progress Dashboards Visualizes status of collaborative tasks and projects.		No information available

Comprehensive Audit Trail Captures all alterations and data accesses by users.		No information available
Time-stamped Event Logs Every action and event is marked with an exact timestamp.		No information available
Read/Delivery Receipts Records when communications or documents are accessed by LPs.		No information available
Data Change Reason Capture Prompts users to supply a reason when altering key records.		No information available
Field-level Change History Tracks edits at the individual data field level.		No information available
Regulatory Archive Export Supports export of all records for regulatory review or audit.		No information available
Transparency Dashboard Central view to show all investor interactions and document accesses.		No information available
Incident Reporting Facilitates logging and investigation of data access incidents.		No information available
User Consent Logging Records explicit user consent when required (privacy, terms, etc.).		No information available
Automated Audit Report Generation Compiles periodic audit reports for compliance or board review.		No information available

Custom Field Support Allows adding custom fields to data records as needed.		No information available
API Extensibility Provides public APIs or SDKs to extend system functionality.		No information available
Customizable Workflows Lets administrators define their own workflows and approval steps.		No information available
Theming & Branding Options Supports custom color schemes, fonts, and logos.		No information available
Plug-in or Add-on Marketplace Integrates third-party modules or apps into the system.		No information available
Rule-based Automation Automates repetitive tasks based on configurable rules.		No information available
Integration with CRM and ERP Systems Connects with Salesforce, NetSuite, or similar platforms.		No information available
Custom Script Support Allows advanced users to upload or code scripts for custom logic.		No information available
Template Customization Tools Lets users design and modify document/report templates visually.		No information available
Change Management Tools Facilitates controlled rollout and testing of customizations.		No information available

24/7 Support Availability Offers round-the-clock technical and product support.		No information available
Dedicated Account Manager Assigns named contacts for relationship management.		No information available
Online Knowledgebase Provides searchable documentation and self-service guides.		No information available
Regular Training Sessions Includes live and recorded training for staff and investors.		No information available
User Community Forums Support from a peer community of other customers.		No information available
Issue & Feature Tracking Portal Users can log issues and track feature development progress.		No information available
Onboarding Assistance Helps new customers configure and go-live efficiently.		No information available
Service Level Agreement (SLA) Clearly defines uptime, response, and resolution times.		No information available
System Health Dashboard Shows service status, planned downtime, and system metrics.		No information available
Personalized Implementation Support Provides tailored support for migration and customization.		No information available

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Financial Technology Year

iLEVEL from IHS Markit (Now part of S&P Global)

Product analysis by function

Portfolio Monitoring Platforms for Portfolio Management

Data Integration & Aggregation (0 Yes /0 Known /10 Possible features)

Dashboards & Visualization (0 Yes /0 Known /10 Possible features)

Key Metrics Tracking (0 Yes /0 Known /10 Possible features)

Report Generation & Distribution (0 Yes /0 Known /10 Possible features)

Collaboration & Workflow (0 Yes /0 Known /10 Possible features)

Security & Compliance (0 Yes /0 Known /10 Possible features)

Customization & Extensibility (0 Yes /0 Known /10 Possible features)

Portfolio Company Engagement (0 Yes /0 Known /10 Possible features)

Performance & Scalability (0 Yes /0 Known /10 Possible features)

Support & Implementation (0 Yes /0 Known /10 Possible features)

Pricing & Contract Flexibility (0 Yes /0 Known /10 Possible features)

Investor Relations Systems for Portfolio Management

Data Integration & Aggregation (0 Yes /0 Known /10 Possible features)

Report Generation & Customization (0 Yes /0 Known /11 Possible features)

Communication & Investor Portal (0 Yes /0 Known /10 Possible features)

Performance Tracking & Analytics (0 Yes /0 Known /10 Possible features)

Compliance & Security (0 Yes /0 Known /10 Possible features)

Capital Calls & Distributions Management (0 Yes /0 Known /10 Possible features)

User Experience & Accessibility (0 Yes /0 Known /10 Possible features)

Collaboration & Workflow (0 Yes /0 Known /10 Possible features)

Audit & Transparency (0 Yes /0 Known /10 Possible features)

Customization & Extensibility (0 Yes /0 Known /10 Possible features)

Support & Service (0 Yes /0 Known /10 Possible features)

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Data Integration & Aggregation
(0 Yes /0 Known /10 Possible features)

Dashboards & Visualization
(0 Yes /0 Known /10 Possible features)

Key Metrics Tracking
(0 Yes /0 Known /10 Possible features)

Report Generation & Distribution
(0 Yes /0 Known /10 Possible features)

Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /10 Possible features)

Customization & Extensibility
(0 Yes /0 Known /10 Possible features)

Portfolio Company Engagement
(0 Yes /0 Known /10 Possible features)

Performance & Scalability
(0 Yes /0 Known /10 Possible features)

Support & Implementation
(0 Yes /0 Known /10 Possible features)

Pricing & Contract Flexibility
(0 Yes /0 Known /10 Possible features)

Data Integration & Aggregation
(0 Yes /0 Known /10 Possible features)

Report Generation & Customization
(0 Yes /0 Known /11 Possible features)

Communication & Investor Portal
(0 Yes /0 Known /10 Possible features)

Performance Tracking & Analytics
(0 Yes /0 Known /10 Possible features)

Compliance & Security
(0 Yes /0 Known /10 Possible features)

Capital Calls & Distributions Management
(0 Yes /0 Known /10 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /10 Possible features)

Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)

Audit & Transparency
(0 Yes /0 Known /10 Possible features)

Customization & Extensibility
(0 Yes /0 Known /10 Possible features)

Support & Service
(0 Yes /0 Known /10 Possible features)