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Portfolio monitoring and analytics platform with data collection automation, performance measurement, and benchmarking. Includes portfolio company tracking, valuation analysis, cash flow modeling, and custom reporting.
Platforms facilitating resource sharing, mentorship connections, and strategic introductions to help portfolio companies accelerate growth.
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Talent Marketplace Centralized database or matching platform for hiring or sharing personnel among portfolio companies. |
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Shared Service Directory Access to vetted vendors and service providers at preferential pricing or terms. |
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Knowledge Base A robust library of guides, playbooks, templates, and best practices accessible to all companies. |
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Document Collaboration Tools for real-time document sharing, collaboration, and version control between portfolio companies. |
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Resource Request Workflow Workflow management for requesting and allocating shared resources (e.g., office space, hardware). |
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Cross-Portfolio Communication Integrated messaging or forum functionality for inter-company communication and discussion. |
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Software License Pooling Facility to pool and reallocate SaaS licenses across portfolio companies. |
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Usage Analytics Analytics and reporting on resource utilization across the portfolio. |
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Automation of Resource Assignment Automated matching and assignment of available resources to companies in need. |
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Integration with External Systems Ability to integrate with third-party HR, procurement, or project management tools. |
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Resource Inventory Cap Maximum number of different resources the platform can catalogue or manage. |
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Search and Filter Capabilities Advanced search and filter features to quickly identify and locate needed resources. |
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Permission Controls Role- and company-based access controls for shared resources and documents. |
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Multi-language Support Supports multiple languages for diverse international portfolios. |
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Mobile Access Mobile app or responsive interface to facilitate resource sharing on the go. |
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Mentor Directory Searchable, categorized database of available mentors, including expertise and background. |
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Automated Matching Algorithm Machine learning-based or rule-based system for smart matching between mentors and mentees. |
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Mentorship Program Management End-to-end workflow for onboarding, scheduling, and tracking mentorship engagements. |
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Session Scheduling Integrated calendar and scheduling for meetings, calls, and follow-ups. |
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Feedback and Rating System Mechanism for collecting structured feedback and ratings after mentorship sessions. |
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Mentor Availability Indicators Real-time display of mentor availability and responsiveness. |
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Group Mentorship Support Ability to facilitate group mentorship sessions or roundtables. |
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Mentorship Session Capacity Maximum number of mentorship sessions that can be scheduled per month. |
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Goal Tracking Tools for setting, tracking, and reviewing development goals set by mentorship pairs. |
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Confidentiality Features Settings and agreements to help ensure confidentiality during mentorship exchanges. |
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Cross-Portfolio Networking Mentors can connect with mentees from any participating portfolio company. |
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Mentor Engagement Analytics Data dashboards and reports on mentor engagement, participation rates, and outcomes. |
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Automated Reminders System-generated reminders for upcoming sessions or deadlines. |
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Multimedia Session Support Allows video, audio, and chat-based mentorship sessions. |
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Onboarding and Matching Time Average time required to onboard new mentors and match them with mentees. |
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Introduction Management Workflow Tools for streamlining, tracking, and documenting strategic introduction requests and outcomes. |
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Contact Database Well-maintained and segmented database of potential partners, customers, and investors. |
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Warm Introduction Automation Automated mechanisms for requesting, brokering, and tracking warm introductions. |
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Stakeholder Mapping Visualization tools for mapping relationships between stakeholders within and outside the portfolio. |
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Introduction Success Rates Analytics on conversion rates of introductions made via the platform. |
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Introduction Volume Number of introductions that can be facilitated per month. |
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Follow-Up Automation Automatic reminders and follow-up emails post-introduction. |
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Conflict Checks Automated detection of potential conflicts of interest before making an introduction. |
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Personalized Introduction Templates Customizable email or message templates for making warm introductions. |
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Request Approval Workflows Customizable workflows for approving, denying, or escalating introduction requests. |
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Data Enrichment Integrations Automatically update and enrich contact data using external databases (e.g., LinkedIn, Crunchbase). |
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Segmented Contact Sharing Ability to selectively share contacts or lists with relevant companies. |
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Multi-Party Introductions Support for introductions involving more than two parties. |
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Introduction Feedback Mechanism Collecting post-introduction feedback from all stakeholders. |
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Introduction Pipeline Visualization Kanban or timeline visualization of introductions at various stages. |
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Online Community Platform Dedicated forum, message board, or social space for portfolio company interaction. |
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Virtual and In-Person Event Management Tools for scheduling, promoting, and tracking attendance at portfolio events. |
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Event RSVP Cap Maximum number of RSVPs or attendees per event. |
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Event Archive and Resources Recorded sessions and event materials accessible for reference. |
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Interactive Polls & Surveys Built-in polling and survey tools to gather feedback from the portfolio community. |
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Event Notifications and Reminders Automated notifications for upcoming events or deadlines. |
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Special Interest Groups Sub-communities based on themes, sectors, or company stages. |
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Private Messaging One-on-one or group DMs within the platform. |
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Content Sharing Newsfeeds or content walls for sharing updates, wins, or resources. |
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Engagement Analytics Metrics on participation, event attendance, and community activity. |
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Calendar Integration Sync platform events with Google Calendar, Outlook, or Apple Calendar. |
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Discussion Moderation Tools Admin controls to moderate or curate community discussions. |
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Gamification Features Badges, points, or leaderboards to encourage active participation. |
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Multi-timezone Support Event times and reminders auto-adjusted for different geographies. |
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Mentor AMA Format Support for “Ask Me Anything” style mentor and founder Q&A sessions. |
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Open API Availability Does the platform offer open APIs for programmatic integration? |
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Native Integration Catalog Number of pre-built native integrations with popular tools (e.g., Slack, Salesforce, GSuite). |
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Single Sign-On (SSO) Support for centralized authentication via SSO providers. |
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Real-Time Data Sync Bi-directional, real-time data synchronization with integrated systems. |
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Webhook Support Capable of triggering external services via webhooks. |
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Standard Data Export Formats Ability to export platform data in standard formats (e.g., CSV, JSON, XLSX). |
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Integration Setup Time Average time to set up common integrations. |
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Marketplace for Extensions Availability of a marketplace for third-party add-ons and extensions. |
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Integration Support Documentation The depth and quality of API and integration documentation. |
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Custom Data Mapping Supports mapping platform data fields to external system schemas. |
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User Provisioning Automation Automates user onboarding/offboarding via integrations. |
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Integration Failure Alerts Immediate alerts for integration failures or errors. |
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Sandbox Environment Test environment for developing and validating integrations. |
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Data Ingestion Rate Maximum rate at which data can be ingested via integration APIs. |
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Security Certifications for Integrations Level of security compliance for API and data connections (e.g., SOC 2, ISO 27001). |
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Value Creation Dashboard Visual dashboard summarizing key value-add activities and metrics portfolio-wide. |
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Custom Report Builder Drag-and-drop report creation interface. |
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Real-Time Analytics Analytics update continuously as new data is entered. |
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KPI Tracking Track and display custom-selected KPIs for each company or the whole portfolio. |
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Data Export Capabilities Ability to export visualizations and raw data for further analysis. |
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Scheduled Reporting Reports automatically generated and sent to stakeholders at preset intervals. |
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Drill-Down Functionality Ability to click through summary data to detailed source-level information. |
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Engagement Heatmaps Visual heatmaps flagging most- and least-engaged companies or activities. |
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Attribution Tracking Link value creation activities to measurable company outcomes (e.g., revenue growth, new hires). |
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Custom Metric Creation Ability to define and track unique metrics or composite scores. |
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Alerting on Anomalies Alerts triggered by unexpected drops, spikes, or inactivity. |
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Dashboard User Cap Maximum number of concurrent users who can access dashboards. |
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Automated Data Ingestion Automatic import of relevant data from integrated portfolio company systems. |
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Benchmarking Tools Benchmark performance across companies, sectors, or stages. |
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Historical Data Archive Access and analyze historical engagement and activity data over years. |
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Data Encryption at Rest and Transit Full encryption of stored and transmitted data. |
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Role-Based Access Controls Granular controls to restrict feature and data access by user role. |
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Audit Logs Comprehensive logs documenting platform and user activity. |
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Multi-Factor Authentication (MFA) Supports MFA for all users to ensure secure access. |
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GDPR/CCPA Compliance Product conforms to key international privacy regulations. |
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Custom Data Retention Policies Flexible settings for how long platform and user data are stored. |
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SAML/SSO Authentication Supports SAML-based SSO for enterprise-grade authentication. |
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External Security Audits Regular external audits and penetration tests of product security. |
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Incident Response SLA Guaranteed maximum response time for security incidents. |
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Data Residency Options Allows customer choice of data storage region (EU, US, etc). |
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End-to-End User Consent Management Mechanisms for capturing and managing user consent for data processing. |
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Breach Notification System Immediate notifications to admins and users in case of data breach. |
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Customizable Access Policies Define unique access rules for diverse user groups. |
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API Security Features Supports secure tokens, rate limiting, and input validation for external integrations. |
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User Session Timeout Maximum allowable inactive session duration before automatic logout. |
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Intuitive UI Design Modern, clean interfaces and logical navigation structures. |
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Accessibility (WCAG) Compliance Meets Web Content Accessibility Guidelines (WCAG) to support users with disabilities. |
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Onboarding Wizards Step-by-step guided setup for new users. |
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Multi-Device Support Fully responsive and adaptive across desktop, tablet, and mobile. |
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Customizable Dashboards Users can tailor dashboards to display only relevant information and widgets. |
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Search Functionality Powerful, universal search across all platform data. |
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Localization Supports multiple languages, currencies, and local standards. |
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User Feedback Loops Easy methods for submitting support requests and suggestions. |
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Training Resources Access to training videos, walkthroughs, and documentation. |
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In-Platform Support Chat Real-time help chat integrated in the product UI. |
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Navigation Speed Average time to load new views or data. |
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Personalization Options Ability for users to set preferences, notification settings, and themes. |
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Accessibility Testing Coverage Percentage of platform features tested for accessibility. |
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Mobile App Support Availability of a dedicated mobile application (iOS/Android). |
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Self-Service Help Center Rich online help and FAQ covering product functions and troubleshooting. |
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Dedicated Customer Success Manager Assigned point of contact for onboarding, adoption, and ongoing support. |
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Multi-Channel Support Availability Support via phone, email, chat, and ticketing portals. |
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Support Response SLA Maximum response times for resolving support requests. |
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24/7 Emergency Support Round-the-clock support for critical product issues. |
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Onboarding and Implementation Services Structured onboarding and migration assistance. |
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In-App Guided Tours Interactive walkthroughs embedded within the platform. |
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Video Tutorials Extensive video library for self-paced learning. |
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Community Support Channels Peer-to-peer support via user forums or groups. |
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Feature Request Tracking Track, upvote, and respond to customer feature ideas. |
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Knowledge Base Depth Number of unique articles or topics available in the support knowledge base. |
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Net Promoter Score (NPS) Tracking Systematic measurement of user satisfaction and loyalty. |
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Online Ticketing Portal Log, manage, and view support requests online. |
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Usage Analytics for Support Reports on common pain points or frequently accessed resources. |
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Customer Health Scoring Algorithmic assessment of account health and risk of churn. |
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Live Training Sessions Scheduled live webinars or workshops for new features and best practices. |
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White Labeling Platform branding, emails, and URLs can be customized. |
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Custom Fields & Objects Create new fields or entities to store portfolio-specific data. |
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Workflow Automation Builder Drag-and-drop tools to automate business processes uniquely. |
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Scalable User Limits Ability to support growing numbers of users/companies without performance loss. |
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Custom Branding for Emails & Notifications Email communications reflect VC’s brand. |
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Flexible Role and Permission Schemes Define and assign unique user types, roles, and permissions. |
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Portfolio Size Cap Maximum number of portfolio companies supported. |
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Customizable Landing Pages Unique, company- or cohort-specific landing and resource pages. |
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Bulk Data Import/Export Efficiently migrate large amounts of data into/out of the platform. |
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Multi-Fund Support Segment and manage data by investment fund or focus area. |
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Scalability Stress Test Results Performance stats under maximum simulated load. |
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Reporting Template Customization Create, edit, and save custom report templates. |
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Flexible API Rate Limits Adjustable rate limits for high-volume integrations. |
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Automated Custom Notifications Trigger custom alerts and reminders based on any system event. |
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Custom Terms and Conditional Logic Define business rules and custom workflows using conditionals. |
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Guaranteed Uptime SLA Contractual commitment to a percentage of platform uptime (e.g., 99.9%). |
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Average Latency Average time for transactions or requests to be processed. |
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Scalable Hosting Dynamic allocation of compute/storage resources to handle increased load. |
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Automated Failover Automatic switching to backup systems in case of hardware/software failure. |
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Data Backup Frequency How regularly data is backed up. |
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Disaster Recovery Plan Formal documentation and testing of recovery from critical failures. |
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Geographical Redundancy Data centers in multiple locations to reduce risk and latency. |
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System Status Page Publicly available real-time status dashboard. |
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Monitoring and Incident Alerting 24/7 monitoring and real-time alerting on issues. |
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Rolling Upgrades Software upgrades can be done without downtime. |
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Concurrent User Cap Maximum tested number of concurrent users before performance degrades. |
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Transaction Throughput Number of platform transactions handled per second. |
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API Call Latency Average time to receive a response from API endpoints. |
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Version History Snapshots History of document or data versions is maintained for recovery. |
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Downtime Notification Lead Time Minimum advance notice before planned maintenance downtime. |
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Software generating customized reports on fund performance, including IRR calculations, cash-on-cash returns, TVPI, DPI, and other venture capital metrics.
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IRR Calculation Ability to compute internal rate of return (IRR) for fund and portfolio metrics. |
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Net IRR Calculation Provides calculation for net IRR after fees, expenses, and carried interest. |
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Gross IRR Calculation Ability to calculate gross IRR before fees and carried interest. |
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TVPI Reporting Calculates and reports Total Value to Paid-In (TVPI) multiple. |
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DPI Reporting Calculates and reports Distributions to Paid-In (DPI) multiple. |
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RVPI Reporting Calculates and reports Residual Value to Paid-In (RVPI) multiple. |
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Cash-on-Cash Return Calculates cash-on-cash return ratios for funds and investments. |
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MOIC Calculation Provides Multiple on Invested Capital (MOIC) calculations. |
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Custom Metric Tracking Enables users to define and track custom fund performance metrics. |
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Time-Weighted Returns Ability to calculate and report time-weighted returns in addition to IRR. |
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Public Market Equivalent (PME) Calculates PME to compare fund performance with public benchmarks. |
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Benchmarking Engine Provides built-in benchmarks for comparison, configurable with user data. |
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Vintage Year Analysis Ability to segment and analyze returns by vintage year. |
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Fund Level vs Deal Level Analytics Supports calculation and comparison of metrics at both fund and deal level. |
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Number of Supported Metrics Total number of out-of-the-box metrics supported by the platform. |
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Custom Report Builder Allows users to design custom reports using a drag-and-drop interface or configurable templates. |
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Report Scheduling Automated scheduling of report generation and distribution to designated recipients. |
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Dynamic Report Updates Real-time updating of reports as new data becomes available. |
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Automated Data Refresh Automatic pulling and refreshing of performance data in reports. |
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Distribution Lists Support for user-defined recipient lists or groups for report dissemination. |
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Custom Branding Ability to include custom logos, colors, and branding elements in reports. |
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Multi-fund Reporting Enables reports covering multiple funds with consolidated metrics. |
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White-label Capabilities Generate reports that are fully white-labeled for external stakeholders. |
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Pre-built Templates Availability of a library of best-practice pre-built report templates. |
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Ad-Hoc Reporting Generate unscheduled, on-demand reports with a flexible data selection. |
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Legal and Compliance Footers Include customizable compliance and legal disclosures automatically. |
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Custom Calculations Allows inclusion of custom calculation logic in report fields. |
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Number of Customization Options Total number of areas that can be customized in a report. |
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Configurable Time Periods Option to generate reports for custom or rolling time periods. |
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API Integrations Ability to connect via APIs to data warehouses, accounting software, or portfolio management systems. |
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Excel/CSV Import Supports straightforward bulk import via .csv/.xls files. |
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Automated Data Feeds Automate regular pulling of data from identified data sources. |
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Custom Data Connectors Ability to develop and use custom data connectors as needed. |
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Data Validation Checks Includes built-in validation and error detection for incoming data. |
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Data Reconciliation Tools Enables the reconciliation of imported data with source or reference data. |
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Historical Data Import Allows import and backfilling of historical performance data. |
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Third-party Data Vendor Integration Supports integration with third-party investment data providers. |
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Manual Data Entry Interface Easy-to-use UI for manual entry of investment or performance data. |
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Data Mapping Tool Provides tools to map imported data fields to the appropriate application fields. |
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Error Resolution Workflow Workflow tools to identify, investigate, and correct data import errors. |
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Data Import Speed The average speed at which the software can import standard-size performance datasets. |
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Maximum Data Capacity The maximum number of records or data rows the platform can handle/import. |
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SFTP Integration Ability to connect and retrieve data via Secure File Transfer Protocol (SFTP). |
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Interactive Dashboards Provides interactive dashboards with configurable widgets and drill-down options. |
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Graphical Charting Rich graphical chart options (bar, line, waterfall, pie charts, etc.). |
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Trend Analysis Built-in tools for trend analysis over customizable periods. |
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Scenario Analysis Ability to model and display performance under different hypothetical scenarios. |
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Peer Comparison Allows visual comparison between different funds, deals, or benchmarks. |
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Portfolio Company Drill-down Drill down into the contribution of individual portfolio companies. |
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Geographic Analysis Breakdown and visualize portfolio performance by geography. |
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Industry Sector Breakdown Visualize and analyze the portfolio by industry sector. |
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Custom Widget Library Extensive library of customizable dashboard widgets. |
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Export Visualizations Export graphs and dashboards in various formats (PDF, PNG, Excel, etc.). |
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Real-Time Data Visualization Dashboards and visualizations update in real time with incoming data. |
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Multi-Fund Comparison Visual comparison across multiple funds in a single dashboard. |
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Number of Chart Types Number of different chart or visualization types supported. |
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Custom KPI Definitions Allows users to define custom KPIs to visualize on dashboards. |
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Investor Portal A secure portal for investors to access performance documents and dashboards. |
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Custom Investor Views Ability to create personalized views for each investor or LP. |
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Role-Based Access Control Granular permissions based on user roles and investor type. |
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Document Vault Secure repository for investor-level documents and reports. |
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Secure Two-factor Authentication Support for strong authentication methods like 2FA or SSO. |
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Audit Trail Comprehensive logging of report access and portal usage. |
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Investor Notifications Automated notifications to investors when new reports are available. |
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Upload/Download Permissions Set permissions for downloading or uploading reports and documents. |
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Customizable Landing Pages Each LP or investor can have a handcrafted landing page within the portal. |
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Multi-language Support Portal can be accessed in multiple languages. |
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Bulk User Management Ability to efficiently manage access for multiple investors/LPS at once. |
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Mobile Access Investor portal can be accessed via mobile and tablet devices. |
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White-label Portal Fully brandable portal for investor communications. |
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Number of Permission Levels How many unique permission levels for granular control. |
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Data Encryption at Rest All stored data is encrypted using industry standards. |
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Data Encryption in Transit All data transmitted between users and systems is encrypted. |
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Role-based Access Controls Granular access rights to control who can view or edit sensitive data. |
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GDPR Compliance Adherence to GDPR and other data privacy standards. |
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SOC 2 Certification System and processes are audited and certified under SOC 2 standards. |
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Data Retention Policies Configurable rules for retaining, archiving, or deleting data. |
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Comprehensive Audit Logs Maintains logs of all user actions for audit purposes. |
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Single Sign-On (SSO) Enables users to access the platform via enterprise SSO. |
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Two-Factor Authentication (2FA) User authentication must include a second verification factor. |
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Data Backup & Disaster Recovery Automated scheduled backups and DR procedures. |
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Secure API Access APIs require authentication and encryption. |
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User Session Timeout Sessions automatically expire after configurable inactivity. |
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IP Whitelisting Restrict access to the platform by IP addresses. |
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Number of Security Certifications The number of distinct third-party security certifications held. |
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Intuitive Navigation Clear menu structures and user journeys for easy access to features. |
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Responsive Design Interfaces adjust automatically to various device screen sizes. |
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Guided Onboarding Step-by-step onboarding for new users and teams. |
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Help Center/FAQs Integrated searchable help/FAQ knowledge base. |
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Interactive Tutorials Clickable stepwise tutorials embedded in-app. |
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Accessibility Features Compliance with accessibility standards (WCAG, etc.). |
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User Feedback Mechanism In-app feedback or support ticketing system. |
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Customizable User Preferences Users can set preferences for notifications, dashboards, displays, etc. |
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Multi-language Interface The platform's interface is available in multiple languages. |
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Performance Speed Average time to load standard dashboard or report. |
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Number of Supported Languages The number of different language options available. |
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Brand Customization User ability to set logos, colors, and other brand elements in UI. |
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Dark Mode Ability for users to switch between light and dark themes. |
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Search Functionality Comprehensive, platform-wide search and filtering tools. |
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Internal Notes and Comments Allow internal team members to leave notes on reports or investment records. |
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Shareable Links Generate secure links for specific reports or dashboards with customizable expiration. |
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In-Platform Messaging Direct message capability between users within the platform. |
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Collaboration Workspaces Private workspaces for IR team collaboration on documents and reports. |
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Task Assignment Assign tasks or action items directly from reports or dashboards. |
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Discussion Threads Enable threaded discussions attached to datasets or reports. |
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Notification Center Centralized area for all user notifications—comments, approvals, updates. |
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Investor Q&A Tracking Built-in module to log and track investor queries and management responses. |
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Email Integration Send reports, alerts, and communications directly via integrated email. |
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Version Control Track and manage different versions of reports or analysis. |
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User Mentioning Ping users by @mention for collaboration or review. |
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Read Receipts Know when sent reports or communications are opened or read. |
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Role-Based Sharing Permissions Set detailed permissions on how and with whom items can be shared. |
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Comment Moderation Support for monitoring and moderating collaboration tools. |
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Comprehensive Audit Trails Every data change, report generation, and access event is logged and time-stamped. |
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User Activity Tracking Log and report on detailed user actions at the field, record, and report level. |
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Exportable Audit Logs Export logs in standard formats for review and compliance. |
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Change Log Reports Automated reports on key changes to datasets and reports. |
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Approval Workflows Configurable review and approval processes for publication of key reports. |
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Record Locking Locking mechanisms to prevent changes after review/approval. |
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Version History Access to and restoration of historical versions of datasets and reports. |
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Data Provenance Tracking Track the origin and path of all performance data (source-to-report). |
. | No information available |
Regulatory Report Templates Pre-built templates for reporting to regulators or industry bodies. |
. | No information available |
Role-Based Workflow Permissions Define which users can approve, edit, or view based on workflow steps. |
. | No information available |
Number of Audit Events Tracked Total number of distinct types of audit events tracked. |
. | No information available |
Digital Signatures Supports electronic approval and digital signing of critical reports. |
. | No information available |
Multi-Fund Scalability Ability to add and report on new funds with no degradation in speed or features. |
. | No information available |
High User Concurrency Support for large numbers of concurrent users. |
. | No information available |
Extensible via API Exposes inward and outward APIs for integration and extension. |
. | No information available |
Plug-in Architecture Ability to add or enable new features or modules easily. |
. | No information available |
Custom Workflow Capability Users can build or adjust workflows for custom business processes. |
. | No information available |
Support for Global Operations Ability to handle data and reports for funds/investors across geographies. |
. | No information available |
Load Testing Certification Official certification for platform operation under high load. |
. | No information available |
Sandbox/Test Environments Ability to test new configurations in a dedicated environment. |
. | No information available |
Average Concurrent Users Supported Average number of users supported simultaneously without performance degradation. |
. | No information available |
System Uptime Guarantee Platform's guaranteed annual uptime. |
. | No information available |
Data Storage Capacity Maximum size of supported hosted data. |
. | No information available |
White-label Roll-out Scale Maximum number of white-label instances supported. |
. | No information available |
Flexible Pricing Plans Multiple subscription or SaaS pricing models for different customer sizes. |
. | No information available |
Transparent Fee Disclosure Clear communication of all fees and charges, including overages. |
. | No information available |
Dedicated Account Manager Named vendor contact for support and account management. |
. | No information available |
24/7 Customer Support Customer support available around the clock. |
. | No information available |
Average Response Time Average technical support ticket response time. |
. | No information available |
Implementation Support Vendor provides onboarding/implementation and, if needed, data migration support. |
. | No information available |
Training Programs Availability of user and admin training. |
. | No information available |
Knowledge Base Up-to-date online documentation and knowledge base. |
. | No information available |
Customer Satisfaction Score Vendor's published CSAT/NPS or equivalent satisfaction score. |
. | No information available |
Uptime SLA Uptime Service Level Agreement (e.g., 99.9%). |
. | No information available |
Number of Supported Countries The number of legal jurisdictions/countries with localization and support. |
. | No information available |
Online Community Forum A user community for support, knowledge, and tips. |
. | No information available |
Quarterly Product Updates Frequency of fresh feature, patch, or compliance releases. |
. | No information available |
Referenceable Clients Vendor can provide reference clients in the VC/PE segment. |
. | No information available |
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