End-to-end portfolio monitoring platform that includes data collection, financial analysis, performance metrics, reporting, and investor communications. Provides visibility into portfolio company operations, financials, and KPIs across the venture portfolio.
Dashboards and reporting tools tracking key metrics, milestone achievement, and financial performance across the entire investment portfolio.
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API Integrations Supports connecting to external data sources (e.g., accounting platforms, CRM, bank feeds) via APIs. |
Allvue Portfolio Monitoring supports integration with external data sources (e.g., accounting, CRM) as described in their documentation and product release notes. | |
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Automated Data Imports Ability to schedule and automate data imports from multiple sources. |
Allvue automates data collection from portfolio companies and systems, enabling scheduled/automated data imports. | |
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Manual Data Entry Allows users to manually input or adjust data if automatic feeds are unavailable. |
Manual data entry is supported as a fallback when automatic feeds are unavailable. | |
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Data Cleaning Tools Provides tools to validate, deduplicate, and standardize imported data. |
Data quality, validation and deduplication tools are highlighted in Allvue's published materials. | |
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Data Consolidation Combines disparate datasets from multiple sources into a single portfolio view. |
The system consolidates data from multiple internal and external sources into a single portfolio view. | |
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Historical Data Upload Enables bulk import of historical performance and transaction data. |
Historical data import is a core part of onboarding, according to Allvue documentation. | |
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Custom Data Mapping Supports customizable mapping of new or unique data fields to standard platform fields. |
Allvue supports custom data mapping based on client data models and requirements. | |
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Frequency of Data Sync How often the platform can synchronize data with external sources. |
No information available | |
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Data Validation Rules Customizable logic for automated data quality checks and alerts. |
Customizable logic for automated data quality checks is referenced under data management features. | |
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Data Export Capabilities Allows data to be easily exported for analysis in external tools. |
Multiple export formats for analytics and reporting are natively supported. |
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Customizable Dashboards Users can create dashboards tailored to their needs and preferences. |
Customizable dashboards form a key feature for different user audiences (GPs, LPs, etc). | |
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Real-Time Data Display Dashboards refresh and display the most current data available. |
Dashboards are designed for real-time or near real-time updates. | |
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Drill-Down Capability Allows navigation from high-level metrics to detailed underlying data. |
Drill-down navigation from summary to detailed portfolio company KPIs is described in UI walkthroughs. | |
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Preset Templates Offers ready-made dashboard templates for common portfolio views. |
Preset dashboard templates for common fund and company views are available. | |
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Multi-Portfolio Views Ability to display and compare metrics across multiple funds or portfolios. |
Can display and compare data across multiple funds and entities. | |
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Data Visualization Types Range of available visualizations (e.g., charts, graphs, heatmaps). |
No information available | |
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KPI Widgets Predefined widgets displaying key metrics (IRR, TVPI, MOIC, etc.). |
Pre-configured KPI widgets for key VC metrics (IRR, TVPI, MOIC, etc) are highlighted in solution overviews. | |
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Mobile Responsive Dashboards can be accessed and used effectively via mobile devices. |
Mobile responsive design is referenced for dashboard access. | |
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Custom Color Schemes Supports personalized branding via custom color palettes and logos. |
Strong branding and color scheme customization options are frequently promoted for client-facing reports. | |
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Export & Sharing Options Can export dashboard views or embed them into presentations/reports. |
Dashboard views and underlying data export options are available for sharing and reporting. |
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Financial Performance Metrics Automatic calculation of IRR, TVPI, DPI, MOIC and other common VC metrics. |
Key VC and financial performance metrics are automatically calculated and tracked. | |
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Operational KPIs Tracks operational metrics such as burn rate, runway, ARR, MRR, etc. |
Operational metrics such as ARR, MRR, and burn rate are tracked for each portfolio company. | |
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Milestone Tracking Track achievement of milestones for each portfolio company. |
Milestone tracking is included, supporting performance and project milestone management for portfolio companies. | |
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Custom Metrics Definition Users can define custom metrics specific to their portfolio or strategy. |
Users can define custom metrics and KPIs. | |
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Automatic Metric Updates Metrics are auto-updated when new data is loaded. |
Automatic metric and KPI updates are standard functionality when new data is imported or entered. | |
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Benchmarking Tools Compare metrics against industry benchmarks or peer groups. |
Benchmarking tools against external or peer group metrics are mentioned in advanced analytics modules. | |
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Trend Analysis Visualizes changes in metrics over time. |
Trend and time-based KPI analysis is part of built-in visualization. | |
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Alerting on KPI Variance Configurable notifications when metrics cross critical thresholds. |
Can alert on variances and set thresholds for notification on KPI changes. | |
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Scenario Modeling Simulate effects of various growth, fundraising, or exit scenarios on metrics. |
Scenario modeling tools are referenced as part of forecasting and what-if analysis. | |
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Tagging & Grouping Tag companies and group data for custom cohort analysis. |
Enables tagging companies and cohort analysis/grouping in dashboards. |
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Scheduled Reporting Generate and distribute reports automatically on a set schedule. |
Scheduled automated reporting is core to investor and internal workflows. | |
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Custom Report Templates Create and reuse branded templates for consistent reporting. |
Customizable reporting templates are available for consistent reports. | |
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Drag & Drop Report Builder User-friendly interface for assembling custom reports from data widgets. |
No information available | |
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Collaboration Tools Allows teams to comment on, edit, and share draft reports. |
Collaboration features, including commenting and sharing, are referenced for team and GP/LP workflows. | |
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PDF and Excel Export Export reports to common formats for distribution or further analysis. |
Investors can export to PDF, Excel, and other formats. | |
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Direct Sharing/Email Send reports directly from within the platform via email or link sharing. |
Direct sharing via links or platform-integrated email is supported. | |
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Audit Trail of Reports Keeps version history and access logs for compliance. |
Audit trails and report versioning are supported for compliance. | |
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Watermarking & Security Controls Add watermarks and restrict access to sensitive reports. |
No information available | |
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Multi-Language Support Generate reports in multiple languages to serve global LPs. |
No information available | |
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Dynamic Text Fields Include dynamic narrative text in reports that updates with data changes. |
No information available |
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Task Management Assign and track tasks related to data collection, reporting, or follow-ups. |
Tasks can be assigned to users for data collection and reporting, as per product workflows. | |
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Commenting & Annotations Users can comment or annotate on charts, metrics, and reports. |
Commenting/annotations on dashboards and charts are available in collaborative workspaces. | |
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Role-Based Access Set permissions on data and feature access by user role. |
Granular, role-based permissions and access are key admin features. | |
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Calendar Integration Integrate tasks and reporting schedules with external calendars. |
No information available | |
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Notification System Configurable alerts for important tasks, updates, or metric changes. |
Configurable notification system for updates and requests. | |
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Approval Workflows Require and track approvals for critical edits and report releases. |
No information available | |
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Shared Workspaces Dedicated spaces for team projects, dashboards, or company reviews. |
Teams can have dedicated workspaces for collaboration as per documentation. | |
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Version Control Track changes and maintain history of edits to data and reports. |
Version control for data revisions and reports is available. | |
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In-Platform Messaging Secure chat or messaging features for collaboration within the platform. |
In-platform messaging for collaboration is available. | |
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External User Invites Allows portfolio companies or advisors to access select dashboards or uploads. |
Can provide selective external access to portfolio companies or advisors. |
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Data Encryption All data is encrypted at rest and in transit. |
Allvue promotes encryption of data both at-rest and in-transit. | |
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Two-Factor Authentication Supports 2FA for all user logins. |
2FA support is standard for enhanced login security. | |
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SSO/SAML Integration Supports Single Sign-On for enterprise identity management. |
Supports SSO/SAML for enterprise identity management. | |
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Activity Logging Detailed audit trail of all user activity and data changes. |
Activity logging and audit trails are available for compliance. | |
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GDPR Compliance Structured for compliance with major data privacy laws (incl. GDPR, CCPA, etc.). |
GDPR and major global privacy regulations are cited in compliance documents. | |
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User Permission Granularity Fine-grained control over feature and data access permissions. |
Granular user permission controls over data and features are supported. | |
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Data Residency Options Allows selection of preferred data storage regions for compliance. |
No information available | |
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Regular Vulnerability Scanning Conducts frequent automated security scans and external audits. |
No information available | |
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Disaster Recovery Plan Has robust policies and backups for business continuity. |
No information available | |
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Role Auditing Tools Facilities for regular review of user roles and permissions. |
No information available |
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Custom Field Creation Users can add and define new fields for data entry and reporting. |
Users can create and define custom data fields per fund or portfolio. | |
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Custom Workflows Configure specific workflows to match the firm’s investment processes. |
Custom workflow configuration is a key implementation offering. | |
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Branding Support Platform can be customized to reflect the firm’s logo and style. |
Branding (logos, colors) is customizable. | |
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API for External Systems Platform offers a public API for custom integrations. |
No information available | |
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Plugins/Marketplace Supports third-party extensions or plugins for added functionality. |
No information available | |
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Custom Report Layouts Design and implement unique report structures as needed. |
Report layouts are configurable for client and regulatory needs. | |
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White Labeling Full white-label options for client-facing interfaces. |
No information available | |
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Scriptable Automation Allows scripting/automation of repetitive or complex processes. |
No information available | |
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Support for Multiple Currencies Track and report in multiple currencies with conversion tools. |
Multi-currency support is available for global portfolios, with built-in conversion. | |
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User-Defined Triggers Set custom triggers to automate alerts or workflow steps. |
User-configurable event triggers/alerts (workflow steps, thresholds). |
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Portfolio Company Portal Portal for company management teams to enter data and receive feedback. |
Allvue provides a portal for portfolio companies to enter and review data. | |
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Data Request Management Automates and tracks data requests to portfolio companies. |
Automated and tracked data requests to portfolio companies is a standard workflow feature. | |
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Progress Surveys Send customizable surveys to companies to capture qualitative and quantitative updates. |
Custom survey tools for portfolio companies are available. | |
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Pre-Population of Fields Pre-fills returning surveys with prior data to reduce company workload. |
No information available | |
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Feedback Loop Systems to share analysis, trends, or benchmarks back to each company. |
Benchmarking and insights can be shared back with portfolio companies. | |
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Document Uploads Companies can attach supporting documentation through the platform. |
Portfolio companies can upload reports and documents through the platform. | |
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Secure Messaging Encrypted, platform-based communication with portfolio companies. |
Encrypted communication with portfolio companies is available. | |
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Deadline Reminders Automatic deadline reminders sent to company users. |
Automatic reminders are sent to portfolio company users for deadlines. | |
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Participation Tracking Tracks participation and response rates across companies. |
Participation and response tracking are reported in the portal and dashboards. | |
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Permissioned Data Sharing Control which data is visible to company teams vs. investors. |
Permission controls for company vs. investor data views are supported. |
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Concurrent User Support Maximum number of users who can be actively logged in simultaneously. |
No information available | |
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Uptime Guarantee SLA percentage for minimum platform uptime. |
No information available | |
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Max Portfolio Size Total number of companies the platform can effectively support. |
No information available | |
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Report Generation Speed Average time to prepare standard portfolio reports. |
No information available | |
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Query Response Time Average data query (dashboard refresh) response time. |
No information available | |
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Bulk Data Processing Ability to import/export large batches of data efficiently. |
Bulk import/export for data is described as a feature for onboarding and ongoing portfolio management. | |
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Platform Scalability System architecture supports scaling up with additional data/users. |
Platform is designed to support growth in user base, data, and number of portfolios. | |
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Cloud Hosting Platform is hosted in a secure and scalable cloud environment. |
Allvue is cloud-hosted on secure and scalable infrastructure. | |
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Load Balancing Employs techniques to distribute load for optimal performance. |
No information available | |
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Regular Performance Reviews Provider supports periodic performance monitoring and optimization. |
No information available |
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Dedicated Account Manager A specific person/team for ongoing account support. |
Provides dedicated account management as part of the service offering. | |
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Onboarding Services Structured onboarding for initial data migration and process setup. |
Comprehensive onboarding services for setup and data migration. | |
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Knowledge Base/Documentation Comprehensive and up-to-date support articles and user guides. |
Full product documentation and knowledge base is available online for users. | |
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Live Chat Support Real-time chat support during business hours. |
No information available | |
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24/7 Emergency Support Around-the-clock emergency technical support. |
No information available | |
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Training Programs Structured user training (live sessions, videos, webinars). |
Training programs (live and recorded) are provided for onboarding and ongoing usage. | |
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Community Forums Active online forums for best practices sharing and issue resolution. |
No information available | |
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Feedback & Roadmap Input Channel for users to propose and vote on new feature ideas. |
Client feedback is used to inform product roadmap according to vendor FAQ. | |
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Implementation Time Typical number of weeks/months to complete initial implementation. |
No information available | |
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Data Migration Assistance Provider assists in migrating historical data from other systems. |
Assists clients with migrating data from legacy and external systems. |
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Transparent Pricing All pricing is published or explained clearly before purchase. |
No information available | |
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Tiered Subscription Models Pricing options based on number of users, portfolios, or features. |
No information available | |
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Volume/Portfolio Discounts Discounts available for larger portfolios or multiple funds. |
No information available | |
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Annual/Monthly Billing Options Allows flexibility in billing cycles. |
No information available | |
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No Long-Term Lock-In Option for month-to-month or pay-as-you-go contracts. |
No information available | |
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Free Trial/POC Option to trial the platform before committing. |
Demo and pilot/trial programs available per sales process documentation. | |
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Custom Contract Options Negotiable contract terms (i.e., for migrations, custom integrations, or pilots). |
No information available | |
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Simple per-User/Company Fees Easy-to-understand fee structures per user, company, or LP. |
No information available | |
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Implementation Costs Published Any onboarding or setup costs are clearly described. |
No information available | |
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Cancellation Policy Clear, fair policy on contract termination and refunds. |
No information available |
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