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ProSapient Research Platform from ProSapient
Expert calls, surveys, transcript library, research management system, and integrated compliance features. Particularly strong for emerging technology sectors and specialized industry verticals that venture investors focus on.
Product analysis by function
Expert Network Platforms for Research and Market Analysis
Systems connecting VCs with industry experts for specialized knowledge and perspective on specific sectors or technologies.
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Expert Network Coverage
(6 Yes /6 Known /14 Possible features)
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Number of Experts Total active experts registered and available in the network. |
No information available | |
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Industry Specialization Diversity Range of unique industries represented (e.g., healthcare, fintech, robotics, etc.). |
No information available | |
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Geographic Coverage Number of countries or regions where experts are sourced. |
No information available | |
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Seniority/Role Mix Availability of different seniority levels (e.g., C-level, VP, manager) among experts. |
Expert pool spans C-level to operational, per platform's coverage statements. | |
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Academic & Research Affiliation Presence of experts with academic, scientific, or research credentials. |
Platform advertises academic and research experts regularly available for client engagements. | |
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Refresh Rate Frequency with which new experts are onboarded. |
No information available | |
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Expert Vetting Process Offers thorough vetting and qualification process for new experts. |
The onboarding/vetting process for experts is a highlighted differentiator for ProSapient. | |
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Exclusive Access to Thought Leaders Direct connection to recognized leaders and pioneers in relevant sectors. |
Specific mention of access to industry thought leaders for niche/hard-to-find expertise. | |
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Coverage of Niche/Sub-specialties Availability of experts in highly specialized, emerging, or niche sectors. |
Noted strength in hard-to-source/emerging sectors per VC use case studies. | |
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Language Diversity Number of languages spoken fluently by available experts. |
No information available | |
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Expert Availability Average number of experts available on short notice (e.g., within 24h). |
No information available | |
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Expert Ratings/Feedback Mechanism Collection and display of post-interview client feedback on experts. |
Clients leave feedback/ratings after calls, as stated in product overview. | |
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Retention Rate Annualized percentage of experts retained in network. |
No information available | |
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Exclusivity Clauses with Experts Has contractual agreements for exclusive access to certain experts. |
No information available |
Matching and Search Capabilities
(12 Yes /12 Known /13 Possible features)
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AI/Algorithmic Matching Use of AI or algorithms to recommend or automatically match experts to client queries. |
AI/algorithmic expert matching highlighted as a product feature. | |
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Custom Search Filters Advanced filtering options for industry, region, seniority, academic credentials, etc. |
Customizable search filters per sector, geography, seniority, et al., as shown on demo videos. | |
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Keyword Search Ability to search for experts using specific keywords. |
Keyword search is a standard part of the expert/project search interface. | |
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Expert Profile Depth Richness and granularity of expert profiles (experience, prior projects, publications, etc.). |
Expert profiles include background, employment, education, previous client feedback, and call history. | |
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Average Time to Match Average time from request to expert match. |
No information available | |
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Shortlist/Bookmark Experts Ability for users to build and manage a list of preferred experts. |
Shortlisting and bookmarking experts is available on the project management dashboard. | |
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Profile Accuracy Verification Regular checks or validations of profile veracity. |
Platform performs routine checks and profile refreshes according to compliance center material. | |
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Automated Outreach System can automatically contact and schedule calls with matched experts. |
Automated invitation and scheduling of experts upon match, as per client workflow documentation. | |
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Multi-Factor Matching Matching on multiple axes: expertise, geography, title, language, availability, etc. |
Matching considers multiple parameters including title, location, expertise, and availability. | |
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Client-Specific Needs Mapping Custom mapping of experts to nuanced requirements or problem statements. |
Clients can submit nuanced project requirements for expert mapping. | |
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Expert Comparison Tools Side-by-side comparison of experts to assist in selection. |
Side-by-side expert comparison available in project workspaces. | |
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Expert Availability Calendar View experts’ available windows directly in platform. |
Expert availability calendars are built in to the scheduling module. | |
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Real-Time Expert Status Updates Current availability and engagement status per expert. |
Real-time status markers for expert availability in platform. |
Interview and Engagement Functionality
(10 Yes /10 Known /12 Possible features)
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Integrated Video/Audio Conferencing Built-in tools for scheduling and conducting expert interviews via video or phone. |
Integrated video and phone for interviews, as stated on main website. | |
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Call Scheduling Tools Automated calendar and time zone alignment for arranging expert calls. |
Automated scheduling, with time zone support, is part of their standard workflow. | |
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Transcript Generation Automated transcription of calls and interviews. |
AI-driven and manual transcript generation is provided as a core feature. | |
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Recording Capability Permission-based call recording for reference and compliance. |
Recording interview calls is available (with consent). | |
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Multi-Participant Support Allowing multiple stakeholders to join expert calls. |
Support for multi-party calls for team-based interviews. | |
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Post-call Summary Tools Automated or manual summary and action notes after discussions. |
Post-call summary/note-taking available per platform support materials. | |
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Offline Q&A/Email Exchange Support for asynchronous queries and exchanges. |
Offline/async communication (e.g., email Q&A) is supported. | |
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Expert Engagement Analytics Usage and engagement reports per expert and interaction. |
Engagement analytics on individual experts available via reporting dashboard. | |
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Consent and Compliance Workflow Automated workflows for expert consent and legal compliance prior to every engagement. |
Explicit attention to legal/compliance workflow (see compliance module overview). | |
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Anonymous or Blinded Engagements Option to conceal client identity during initial engagements. |
No information available | |
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Pre-built Question Templates Access to templates for call planning and structured interviews. |
Users have access to structured question template libraries for calls/interviews. | |
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Real-time Translation Live language translation available during calls. |
No information available |
Compliance and Legal Management
(8 Yes /8 Known /11 Possible features)
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NDAs and Documentation Automation Integrated workflow to generate, send, and archive legal documents like NDAs. |
NDAs/contract documentation automated as per the compliance explanation. | |
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Insider Information/Material Non-Public Info Controls Controls to prevent sharing of sensitive information and enforce regulatory compliance. |
Platform claims regulatory controls to block non-public information and insider info sharing. | |
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Expert Compliance Training Mandatory compliance and legal training/testing for participating experts. |
Mandatory training/testing for compliance is required for experts, per onboarding documentation. | |
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Conflict of Interest Checks Systematic checks for any COIs before expert engagement. |
Systematic COI checks automated before engagement begins. | |
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Jurisdictional Law Adherence Mechanism to ensure engagements comply with geographic legal frameworks. |
Jurisdictional compliance checks for US, UK, EU and APAC regions included in compliance center. | |
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Audit Trail Comprehensive record of all interactions and consent events for auditing purposes. |
Comprehensive audit trail for legal and data traceability. | |
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Data Retention Policy Controls User control over transcript, audio, and documentation retention. |
No information available | |
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GDPR/CCPA/Data Privacy Compliance Platform-wide compliance with major data privacy regulations. |
GDPR, CCPA compliance are specifically stated as certifications. | |
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Approval Workflows Multi-step approval (e.g., legal review) before interviews proceed. |
No information available | |
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Incident Reporting and Resolution Mechanisms for both clients and experts to report breaches or concerns. |
No information available | |
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Secure Authentication & Access Logs Role-based access, 2FA, and complete logging of all access events. |
Role-based access and SSO/2FA options (see Security FAQ), with audit & access logs. |
Data Integration and Export
(7 Yes /7 Known /8 Possible features)
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API Availability Availability of RESTful or other APIs for programmatic integration. |
Public API available to clients as per developer documentation. | |
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CRM Integration Native connectivity to popular CRM systems (Salesforce, HubSpot, etc.). |
Integration with Salesforce and other CRMs supported. | |
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Data Export Formats Support for CSV, XLS, PDF, or custom export formats. |
Exports to CSV, XLS, PDF available for project data. | |
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Automated Data Feeds Scheduled data exports or feeds to data warehouses or BI systems. |
Automated reporting/data feeds available for enterprise/VC clients. | |
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Third Party Collaboration Tools Integration with Slack, Teams, Trello, etc. |
Integration with communication and workflow tools (Slack, Teams) cited on integrations page. | |
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Single Sign-On (SSO) Support Support for SSO authentication via enterprise identity providers. |
SSO/2FA options for enterprise access available. | |
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Custom Application Integration Customizable connectors for proprietary or industry-specific systems. |
No information available | |
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Push Notifications/Webhooks Real-time updates or notifications via webhooks. |
Webhooks and push notifications supported for client integrations. |
User Experience (UX) and Accessibility
(9 Yes /9 Known /10 Possible features)
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Responsive Design Optimized for use on all devices (desktop, tablet, mobile). |
Mobile responsive web design confirmed via demo and support documentation. | |
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Intuitive Interface Minimal learning curve and easy navigation. |
Intuitive, low-learning curve interface highlighted in G2 user reviews and demo videos. | |
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Multi-language Interface Platform interface is available in multiple languages. |
Interface supports multiple languages for international clients. | |
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Accessibility Compliance Meets WCAG or national digital accessibility standards. |
No information available | |
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Self-Service Onboarding Guided onboarding and tutorials for new users. |
Guided onboarding and support tutorials available for new users. | |
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Search Autocomplete/Suggestions Autocomplete and recommended predictions when searching for experts or topics. |
Autocomplete and suggestions when searching for experts is a UI feature (confirmed in demo). | |
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Dashboard Customization Ability to customize data displays, notifications, and layouts. |
Users can customize dashboards and data displays. | |
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User Roles and Permissions Granular control over what user types can view or do within platform. |
User roles/permissions management for client/enterprise settings. | |
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Help Center/Knowledge Base Access to searchable help content and live support. |
Help center and searchable knowledge base accessible to users. | |
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Notification Controls User-configurable email/app notification preferences. |
User-level notification preferences can be set for email, SMS, and app. |
Pricing and Billing
(9 Yes /9 Known /10 Possible features)
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Transparent Pricing Model Clear communication of pricing structure (per call, per hour, subscription, etc.). |
Transparent pricing shown per project, call, or subscription; terms published. | |
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Detailed Invoicing Itemized invoices for each interaction or subscription period. |
Itemized invoicing options for users/contracts (support documentation). | |
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Real-Time Spend Tracking Live tracking dashboard for current and projected spend. |
Live spend tracking dashboard provided for clients. | |
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Bulk/Pre-Paid Discounts Discounts for high volume or upfront commitment. |
Bulk and pre-paid discounts available for major clients (contact sales or website confirms). | |
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Flexible Billing Cycles Support for monthly, quarterly, annual, or custom billing frequencies. |
Clients can choose from monthly, quarterly, annual billing. | |
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Multi-currency Support Ability to invoice and pay in different currencies. |
Multi-currency support confirmed for invoices/payments in client documentation. | |
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Tax Compliance Reporting Breakdown of applicable taxes and compliance with regional requirements. |
No information available | |
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Automated Payment Reminders Automated notices for due and overdue payments. |
Automated payment reminders built into billing system. | |
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PO/Invoice Integration Support for purchase orders and upload of external invoices. |
PO and invoice upload/support noted in enterprise FAQ. | |
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Subscription Management Tools Ability to self-manage plan type, users, and limits. |
Subscription/plans and user management tools available for clients. |
Security and Data Protection
(9 Yes /9 Known /9 Possible features)
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Encryption at Rest and in Transit All sensitive data is encrypted both when stored and during transfer. |
Encryption at rest and in transit confirmed in security whitepaper. | |
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Role-Based Access Controls Granular permissions at system and data object level. |
Granular RBAC controls form part of the security/compliance toolkit. | |
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Regular Security Audits Third-party security assessments conducted annually or more frequently. |
Regular third-party security audits stated as annual on trust/security page. | |
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Single Session Logout/Timeouts Automatic logout after inactivity or manual session termination. |
Timeouts and single session logoff are part of their security guidelines. | |
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Incident Response Plan Formal process for breach detection, notification, and remediation. |
Formal incident response plan detailed under customer trust and security. | |
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Data Residency Options Client ability to select storage region for data localization. |
Clients can choose data residency in UK, US, or EU according to their needs. | |
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Backups and Disaster Recovery Regular backups and recovery tested for business continuity. |
Regular backups, DR, and BCP tested and certified for business continuity. | |
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Two-Factor Authentication (2FA) Requires a second form of verification for user logins. |
2FA supported; security documentation specifies optional or required based on client. | |
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Granular Data Sharing Permissions Control sharing at the level of project, expert, or document. |
Granular data sharing controls for projects, experts, and docs. |
Performance and Reliability
(3 Yes /3 Known /8 Possible features)
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Uptime Guarantee Service level uptime commitment. |
No information available | |
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Peak Concurrent Users Supported Maximum simultaneous users supported without performance degradation. |
No information available | |
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Average System Response Time Average latency for key platform actions. |
No information available | |
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Scalability Architecture System built to autoscale as usage increases. |
System is architected for autoscaling for enterprise/large investor usage. | |
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Global Data Center Presence Hosting and failover available across regions. |
Multiple regional data centers, including EU, UK, US for reliability and data localization. | |
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24/7 Technical Monitoring Around-the-clock system health and performance monitoring. |
24/7 technical system monitoring mentioned in reliability documentation. | |
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Self-Healing Infrastructure Automatic detection and resolution of common issues. |
No information available | |
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Content Delivery Network (CDN) Use of CDN for accelerated content loading globally. |
No information available |
Analytics and Reporting
(9 Yes /9 Known /9 Possible features)
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Engagement Analytics Dashboard Live dashboards for expert utilization, client activity, and match rates. |
Live analytics dashboard for expert utilization, activity rates, match success, etc. | |
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Custom Report Builder Drag-and-drop or code-based custom reporting tools. |
Custom report builder for teams/projects (drag-and-drop or data extract). | |
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Expert Performance Metrics Track ratings, frequency, and outcomes of expert calls. |
Expert-level performance analytics (calls, ratings) offered to clients. | |
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Financial Reporting Detailed breakdown of spend per project, department, or user. |
Financial reporting provided (spend by project, user, department) to clients. | |
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Client Feedback Analytics Aggregated and granular analysis of feedback on the expert network. |
Aggregated client feedback analytics on experts and projects available. | |
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Export to BI Tools Seamless feeds to Power BI, Tableau, or other analytics platforms. |
Data/export connectivity to BI tools confirmed on integrations pages. | |
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Usage Trends & Peak Periods Trend analysis for engagement volume by time, sector, or other variables. |
System provides usage peak trends and analysis. | |
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Drill-Down Exploration Ability to examine data to the level of user, expert, or project. |
Drill-down on analytics to expert/user/project noted in reporting tools. | |
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Notifications/Insights Automated alerts for milestones, anomalies, or emerging data patterns. |
Automated insights/notifications are pushed for usage anomalies or milestones. |
Support and Community
(8 Yes /8 Known /9 Possible features)
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Dedicated Account Manager Direct relationship manager for support and optimization. |
All plans include a named account manager (see support/service section). | |
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24/7 Customer Service Round-the-clock helpdesk via phone, chat, or email. |
24/7 support offered across multiple channels (email, phone, chat). | |
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Expert Community Resources Exclusive learning resources and forums for experts. |
Community learning and events platform for expert peer resources. | |
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Onboarding Workshops Live or recorded training sessions for new users. |
Live onboarding workshops provided for clients and users. | |
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Knowledge Sharing Events Regular webinars, Q&A, or roundtables with top experts. |
Regular webinars and Q&As with leading experts. | |
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Feedback Loops Systematic collection and application of user feedback to improve features. |
Feedback loop process for user requested product enhancements is described on product roadmap page. | |
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Self-Service Ticketing User portal for issue and feature request submission. |
Self-service ticketing portal for reporting and tracking issues. | |
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Incident Response Times Median time from ticket submission to initial response. |
No information available | |
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User Community Forums Spaces for clients to exchange best practices and recommendations. |
Forums and user best-practice spaces for clients included in community support portal. |
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