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Assure Portfolio from Assure

SPV administration, portfolio company cap table tracking, reporting and analytics, document management, banking integration, tax document preparation, and investor communications for venture capital firms.

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Product analysis by function

Cap Table Management Software for Portfolio Management

Solutions for tracking equity ownership, option pools, liquidation preferences, and dilution scenarios across funding rounds.
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Equity and Securities Tracking
(0 Yes /0 Known /11 Possible features)

Ownership & Dilution Modeling
(0 Yes /0 Known /10 Possible features)

Funding Round Management
(0 Yes /0 Known /9 Possible features)

Liquidation Preferences & Waterfall Analysis
(0 Yes /0 Known /9 Possible features)

Compliance and Document Management
(0 Yes /0 Known /9 Possible features)

Stakeholder Access and Communication
(0 Yes /0 Known /9 Possible features)

Reporting and Analytics
(0 Yes /0 Known /9 Possible features)

Integration & Platform Compatibility
(0 Yes /0 Known /9 Possible features)

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

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

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Support for Multiple Security Types Ability to model and manage various security instruments (e.g., common stock, preferred stock, options, warrants).		No information available
Convertible Instruments Handling Support for convertible notes, SAFEs, and conversion mechanics.		No information available
Option Pool Tracking Track outstanding, available, and allocated options in employee or founder option pools.		No information available
Warrant Tracking Ability to grant, track, and exercise warrants.		No information available
Share Ledger Maintain a digital record of all share issuances, transfers, cancellations, and exercises.		No information available
Certificate Management Generate, issue, and store digital/electronic share certificates.		No information available
Vesting Schedules Configure and track custom vesting schedules for options and RSUs.		No information available
Automatic Vesting Calculations Platform automatically calculates vested and unvested shares for stakeholders.		No information available
Rule-based Triggers Automate vesting, acceleration, and lapse conditions based on company events.		No information available
Partial Exercise and Early Exercise Support Support for partial option exercises and early exercises where permitted.		No information available
Restrictions on Securities Identify and enforce transfer restrictions on securities according to company rules or regulations.		No information available

Real-time Ownership Calculation View current equity breakdowns for all stakeholders.		No information available
Pro-forma Cap Table Modeling Create modeled cap tables reflecting hypothetical fundraises, conversions, and exits.		No information available
Custom Scenario Analysis Build and save unlimited dilution or exit scenarios for comparative analysis.		No information available
Automatic Conversion of Notes and SAFEs Automate and visualize how convertible notes and SAFEs convert into equity upon a qualified financing.		No information available
Drag-along/Tag-along Rights Modeling Visualize how contractual protections affect ownership in various exit or funding scenarios.		No information available
Cumulative Dilution Impact Calculation Quantify, and visually represent, dilution over time and across rounds.		No information available
Custom Waterfall Modeling Flexible tools to model proceeds distribution across varying terms.		No information available
Ownership Change History Access version history and audit trail of changes to equity ownership.		No information available
Stakeholder Role-based Scenarios Easily show outcomes for specific current or future stakeholders.		No information available
Automatic Error Detection in Model Assumptions Warn users if scenario assumptions (e.g., pre vs post-money, option pool location) are invalid.		No information available

Round Modeling (Pre-money/Post-money) Accurately model both pre-money and post-money convertible/price rounds.		No information available
Round-specific Terms Handling Model round mechanics including lead/side investor splits, share classes, and closing schedules.		No information available
Round Document Storage Link to, or store, funding round documentation (term sheets, share purchase agreements).		No information available
Automatic Cap Table Update Platform updates all relevant ownership, price per share, and dilution metrics upon closing a round.		No information available
Investment Tranche Tracking Track multiple investment tranches and their impacts on ownership and proceeds.		No information available
Safe/Note Conversion Rules Customization Handle different conversion triggers, discounts, valuation caps, and MFN provisions.		No information available
Investor Communication Tools Built-in bulk or individual notification to investors during round closing.		No information available
Automatic Legal Calculations Calculate minimum investment, share allocations, and legal constraints per round.		No information available
Pre/Post Money Valuation Entry Input and visualize impact of changing company valuations.		No information available

Custom Waterfall Analysis Model and visualize proceeds distribution for various exit scenarios.		No information available
Multiple Liquidation Preference Types Support for 1x, 2x, capped, non-capped, participating and non-participating preferences.		No information available
Stacked Preference Modeling Handle multiple stock classes in different seniority positions in the stack.		No information available
Automatic Participation Rights Calculation Correctly split proceeds between preferred and common according to terms.		No information available
Conversion Threshold Scenarios Visualize effect of converting to common stock in different exit scenarios.		No information available
Change-of-control Provisions Model terms that govern sale, IPO, or company dissolution events.		No information available
Exit Carve-outs Modeling Support for management or founder performance-based carve-outs on exit.		No information available
Multiple Rounds/Classes Waterfall Simultaneously model multiple preferred series and complex seniority scenarios.		No information available
Distribution Reports Generate summary reports for each stakeholder showing expected payouts.		No information available

Rule 701 & 409A Compliance Tools Automated tracking to ensure compliance with U.S. securities laws on equity issuance and valuation.		No information available
FMV/409A Valuation Integration Support for collecting and recording current and historical IRS-compliant equity valuations.		No information available
Document Generation & E-signature Generate common equity documents (option agreements, stock certificates) and collect e-signatures.		No information available
Bulk Document Distribution Distribute equity-related documents to all relevant stakeholders securely.		No information available
Audit and Change Logs Maintain a secure, immutable audit trail of changes to the cap table.		No information available
Regulatory Filings Preparation Tools to help generate or pre-fill regulatory or tax forms for the relevant jurisdictions.		No information available
Data Export/Import Ability to easily export or import cap table data in multiple formats (Excel, CSV, PDF).		No information available
Secure Document Storage Encrypted, permission-controlled storage for equity and legal documents.		No information available
Version Control for Documents Maintain and navigate through multiple versions and amendments of vital documents.		No information available

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Financial Technology Year

Assure Portfolio from Assure

Product analysis by function

Cap Table Management Software for Portfolio Management

Equity and Securities Tracking
(0 Yes /0 Known /11 Possible features)

Ownership & Dilution Modeling
(0 Yes /0 Known /10 Possible features)

Funding Round Management
(0 Yes /0 Known /9 Possible features)

Liquidation Preferences & Waterfall Analysis
(0 Yes /0 Known /9 Possible features)

Compliance and Document Management
(0 Yes /0 Known /9 Possible features)

Stakeholder Access and Communication
(0 Yes /0 Known /9 Possible features)

Reporting and Analytics
(0 Yes /0 Known /9 Possible features)

Integration & Platform Compatibility
(0 Yes /0 Known /9 Possible features)

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

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

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Role-based Access Control Assign permissions to view, edit, or administer according to stakeholder role.		No information available
Self-service Stakeholder Portals Allow investors and employees to log in, review their holdings, and execute equity actions.		No information available
Automated Notifications Notify stakeholders of important events (grants, exercises, company actions).		No information available
Bulk Communication Tools Send round or company updates to multiple users at once.		No information available
Stakeholder Statement Generation Generate downloadable statements or confirmations for individual or all stakeholders.		No information available
View & Download Permissions Granular controls for who can view or export confidential information.		No information available
Customizable Email Templates Customize automatic communication templates for company branding and compliance.		No information available
Access Logs Monitor and record when and how users access sensitive information.		No information available
User Activity Limits Ability to set limits on bulk downloads or data scraping per user.		No information available

Custom Cap Table Reports Generate up-to-date and scenario-based cap table reports for internal and external stakeholders.		No information available
Dilution History Charts Visual charts showing how dilution has impacted key stakeholders over time.		No information available
Exit and Waterfall Charting Generate graphical outputs of payout scenarios under exits/IPOs.		No information available
Vesting Progress Reporting Provide snapshots and detailed histories of option/RSU vesting by stakeholder.		No information available
Round Comparison Analytics Compare how key variables (ownership, dilution) change between funding rounds.		No information available
Export to Excel/CSV/PDF Reports and tables can be exported in multiple formats.		No information available
API Reporting Capabilities Integrate and retrieve data for internal BI and portfolio dashboards.		No information available
Audit Trail Reports Export a record of every change to the cap table for compliance.		No information available
Customizable Dashboard Widgets Select, arrange, and configure analytics widgets for tailored dashboards.		No information available

API Access Provide programmatic access to all or most system features and data.		No information available
Integration with Financial Platforms Connect with portfolio management, accounting, and banking software.		No information available
HRIS/Payroll Integration Sync employee and grant data with HRIS & payroll systems.		No information available
Single Sign-On (SSO) Support Support authentication via SAML, OAuth, or similar for enterprise security.		No information available
Cap Table Import Tools Easily import legacy cap tables from Excel or other systems.		No information available
Legal Document API Integration Connect with e-signature or contract management platforms.		No information available
Portfolio Management Tool Compatibility Sync data with VC or PE firm portfolio management and CRM systems.		No information available
Webhook/Event Triggers Push notifications of critical events to external systems.		No information available
Data Import Speed Time to import a typical legacy cap table file.		No information available

Data Encryption in Transit and at Rest End-to-end encryption for all sensitive data.		No information available
Multi-factor Authentication Require two or more methods of identity verification for access.		No information available
Granular Permission Settings Specify data access permissions at user and group levels.		No information available
Audit Trails for Sensitive Actions Track and report all sensitive or administrative actions.		No information available
Penetration Testing & Vulnerability Scans Regular third-party testing for security vulnerabilities.		No information available
EU/US Data Residency Options Allow data storage in jurisdiction meeting compliance needs.		No information available
GDPR/CCPA Compliance Meet requirements for major data privacy regulations.		No information available
User Session Timeout Control Automatic logoff after inactivity.		No information available
Incident Response Time Maximum time to respond to a detected breach.		No information available
SOC 2/ISO 27001 Certification Third-party certification for information security controls.		No information available

Intuitive User Interface Modern interface with logical navigation suitable for non-technical users.		No information available
Onboarding/Training Resources Comprehensive tutorials, guides, or live training available.		No information available
In-app Guidance/Tool Tips Context-sensitive help available throughout the platform.		No information available
Real-time Chat Support Direct access to support via in-app chat.		No information available
Knowledge Base/Help Center Searchable, updated documentation for troubleshooting and feature usage.		No information available
Service Level Agreement (SLA) Guaranteed response and issue-resolution times.		No information available
Mobile Accessibility Optimized for mobile devices or dedicated iOS/Android app.		No information available
Customizable Branding Company branding/logo on user portals and communications.		No information available
User Feedback Channels Collect feature requests and feedback from users in-app.		No information available
Average Support Response Time Typical time for initial support reply to user queries.		No information available

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Financial Technology Year

Assure Portfolio from Assure

Product analysis by function

Cap Table Management Software for Portfolio Management

Equity and Securities Tracking (0 Yes /0 Known /11 Possible features)

Ownership & Dilution Modeling (0 Yes /0 Known /10 Possible features)

Funding Round Management (0 Yes /0 Known /9 Possible features)

Liquidation Preferences & Waterfall Analysis (0 Yes /0 Known /9 Possible features)

Compliance and Document Management (0 Yes /0 Known /9 Possible features)

Stakeholder Access and Communication (0 Yes /0 Known /9 Possible features)

Reporting and Analytics (0 Yes /0 Known /9 Possible features)

Integration & Platform Compatibility (0 Yes /0 Known /9 Possible features)

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

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

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Equity and Securities Tracking
(0 Yes /0 Known /11 Possible features)

Ownership & Dilution Modeling
(0 Yes /0 Known /10 Possible features)

Funding Round Management
(0 Yes /0 Known /9 Possible features)

Liquidation Preferences & Waterfall Analysis
(0 Yes /0 Known /9 Possible features)

Compliance and Document Management
(0 Yes /0 Known /9 Possible features)

Stakeholder Access and Communication
(0 Yes /0 Known /9 Possible features)

Reporting and Analytics
(0 Yes /0 Known /9 Possible features)

Integration & Platform Compatibility
(0 Yes /0 Known /9 Possible features)

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

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