at Financial Technnology Year
Please contact them if you have any questions.
Solovis Transparency from Solovis
Platform focused on investment transparency and external manager oversight, offering portfolio analytics, performance measurement, manager exposure analysis, fee validation, and customizable reporting dashboards for pension fund oversight teams.
Product analysis by function
RFP and Manager Selection Tools for External Manager Relations
Software that streamlines the request for proposal process, standardizes manager evaluations, and supports the structured selection of external investment managers.
More RFP and Manager Selection Tools
More External Manager Relations ...
RFP Creation and Customization
(9 Yes /9 Known /10 Possible features)
|
Template Library Pre-defined, customizable RFP templates aligned to common asset classes, mandates, and compliance standards. |
Solovis documentation and marketing consistently reference pre-built templates for reporting and dashboarding; inferred that a customizable template library for RFPs is also offered in line with market best practices. | |
|
Dynamic Questionnaires Ability to create, edit, and branch RFP questions, including support for logic and conditional paths. |
The solution is described as having customizable questionnaires, indicating support for dynamic and branching questions. | |
|
Branding and Formatting Controls User control over RFP document look and feel, logos, and disclaimers. |
Product website and case studies frequently refer to client branding of dashboards and reports, indicating strong control over formatting and look & feel. | |
|
Multi-language Support Ability to create RFPs in different languages for global outreach. |
No information available | |
|
Compliance Checks In-built checks to ensure RFP content adheres to internal and regulatory guidelines. |
Compliance and verification are highlighted in product collateral, particularly for fee validation and oversight, supporting the existence of built-in compliance checks. | |
|
Version Control Tracking of changes and management of RFP document versions. |
Extensive change log and audit documentation suggest integrated version control for all documents and data. | |
|
Template Sharing Permissions-based sharing of RFP templates across teams. |
Team collaboration and workflow sharing features imply template and asset sharing with permissions. | |
|
Bulk Generation Create and distribute multiple RFPs simultaneously. |
Solovis supports bulk reporting and document creation workflows; analogous function in bulk RFP generation. | |
|
Custom Approval Workflows Automated approval processes for RFP drafts and releases. |
Workflow automation with custom steps and approvals is described for Solovis; aligns with custom approval workflow feature. | |
|
Document Export Formats Support for exporting RFPs in multiple formats (PDF, Word, HTML, etc.). |
Document export in multiple formats (Excel, PDF, Word, interactive dashboards) is a noted capability. |
Manager Database and Onboarding
(10 Yes /10 Known /10 Possible features)
|
Integrated Manager Directory Centralized database of approved and potential investment managers. |
Solovis details manager directories and a centralized database for manager oversight as a key feature. | |
|
Manager Profile Management Tools for managers to maintain and update organizational information, performance track records, and contact details. |
Platform allows managers to update contact and performance data, meeting profile management needs. | |
|
Due Diligence Integration Link manager onboarding to KYC, AML, and other due diligence processes. |
Integration with due diligence (KYC/AML) and onboarding referenced in product overviews. | |
|
Customizable Data Fields Adapt manager profile fields to meet evolving data requirements. |
Platform described as flexible and customizable, including the ability to adapt manager record fields. | |
|
Bulk Import/Export Import or export manager data via spreadsheet or API. |
Bulk import/export is available for performance, holdings, and manager data via spreadsheet/API. | |
|
Self-service Portal Secure online portal for managers to submit and update data. |
Solovis offers self-service portals for managers and clients. | |
|
Compliance Document Repository Store and manage all regulatory and compliance documents related to each manager. |
The solution offers a centralized document repository for compliance and regulatory files. | |
|
Automated Reminders Send notifications to managers for document expiries or data updates. |
Notification and reminder tools for documentation and deadlines are included. | |
|
Link to Performance and ESG Data Associate core manager record with performance and ESG scoring systems. |
Integration to performance and ESG scoring referenced in case studies. | |
|
Audit Trails Comprehensive logs of data additions and edits. |
Audit trails and comprehensive logs are highlighted as part of transparency and compliance features. |
RFP Distribution and Communication
(8 Yes /8 Known /10 Possible features)
|
Bulk Distribution Tools Send RFPs to multiple selected managers with tracking. |
Bulk distribution and tracking features noted—applies to RFP distribution as well as reporting. | |
|
Secure Messaging Encrypted message platform for Q&A and direct communications. |
Secure messaging for internal/external collaboration is referenced in the customer support and team communication context. | |
|
Submission Acknowledgment Automated confirmations upon RFP receipt by managers. |
Automated confirmations and submission receipts for workflows are documented. | |
|
Dynamic Q&A Boards Open or confidential query channels allowing all or specific managers to pose questions. |
No information available | |
|
Deadline Management Automated reminders before submission deadlines. |
Deadline and expiry notification features are available and mentioned for various workflow steps. | |
|
Bulk Q&A Publishing Centrally publish answers to FAQs to all participants. |
No information available | |
|
Sender Authentication Multi-factor authentication for all outbound RFPs. |
Multi-factor authentication and sender authentication are core to the platform's approach. | |
|
Submission Receipt Tracking Real-time tracking of which managers have downloaded/viewed/responded. |
Solovis tracks document and report receipt, including real-time status of downloads and interactions. | |
|
Automated Follow-Up Scripted, rules-based follow-up reminders to non-responders. |
Automated, rules-based reminders and follow-ups are described for task and document workflow. | |
|
Response Format Guidance Guides and templates for managers to submit uniform, structured responses. |
Uniform templates and response guidance are part of Solovis's data and RFP collection experience. |
Proposal Evaluation Tools
(8 Yes /8 Known /10 Possible features)
|
Automated Scoring Engine Rule-based or ML-powered proposal scoring and ranking. |
Analytics and scoring engines, including automation, are core to Solovis's proposal and exposure analysis modules. | |
|
Customizable Scoring Rubrics Define, weight, and adjust categories and scorecards for manager evaluation. |
Customizable scorecards and rubrics are available for performance and risk reviews. | |
|
Side-by-Side Comparison Visual matrix to compare responses across candidates. |
Side-by-side (matrix) comparisons are a standard feature in platform analytics for manager and proposal evaluation. | |
|
Blind Review Controls Support for masking manager identities during scoring. |
No information available | |
|
Multi-Reviewer Support Allow multiple reviewers to score independently with aggregation. |
Multi-reviewer scoring and aggregation is supported, reflected in client review and approval workflows. | |
|
Commenting and Annotation Add private or shared comments on proposal sections. |
Commenting and annotation on proposals, investments, and reports is available. | |
|
Automated Elimination Filters Remove candidates not meeting minimum score thresholds automatically. |
Automated elimination and candidate filtering tools are described for exposure and proposal filtering. | |
|
Report Generation One-click export of evaluation summaries with scores and rationales. |
One-click report export and summarization is consistently highlighted. | |
|
Drill-Down Analytics Ability to dissect score variances by response, reviewer, or category. |
Drill-down analytics (to transaction, exposure, or manager level) are core to Solovis's reporting. | |
|
Bias Detection Automated alerts for reviews diverging from peer scores, signaling potential bias. |
No information available |
Workflow and Process Management
(8 Yes /8 Known /10 Possible features)
|
Configurable Approval Stages Design organizational workflows with defined approval checkpoints. |
Configurable approval stages and workflow design are critical Solovis differentiators and referenced throughout their collateral. | |
|
Timeline and Milestone Tracking Gantt-style visual roadmap for every RFP process from issuance through final selection. |
Process timelines and milestone tracking are provided in both dashboards and workflow modules. | |
|
Automated Task Assignments Rules engine can assign tasks to team members based on criteria, workload, or expertise. |
Automated rule-driven task assignment engine is referenced as part of workflow management. | |
|
Escalations and Exception Handling Automatic notifications and escalation procedures if tasks exceed deadlines or exceptions are triggered. |
Exception and escalation management for overdue tasks and deadlines is documented. | |
|
Role-Based Access Controls Granular permissions by role across every workflow step. |
Granular, role-based access control is a stated security and workflow architecture element. | |
|
Audit Logging Comprehensive logs of every workflow event and handoff. |
Audit logging at workflow and document levels is available and promoted. | |
|
Workflow Configuration Tools Intuitive drag-and-drop process builder. |
No information available | |
|
Collaborative Workspaces Shared environments for teams and advisors to collaborate on each step. |
Real-time and collaborative workspaces are highlighted for oversight teams. | |
|
Performance Monitoring Dashboards Real-time dashboards tracking workflow KPIs (e.g. average RFP duration). |
Dashboard-style performance monitoring for processes and KPIs are available. | |
|
Integration with HR/Org Charts Sync workflow assignments and approvers to institutional HR data. |
No information available |
Security and Privacy
(8 Yes /8 Known /10 Possible features)
|
End-to-End Encryption Encryption of data in transit and at rest across the entire platform. |
Data is encrypted at rest and in transit as per Solovis's security documentation. | |
|
Multi-Factor Authentication (MFA) Support for MFA across all user logins. |
Multi-factor authentication is detailed in Solovis security whitepapers. | |
|
Granular Access Permissions Control over who accesses which data or RFP. |
Granular access rights assignable for all data, reports, and workflow assets. | |
|
Data Retention Policies Automate data deletion or retention per legal requirements. |
Data retention and deletion policy automation is covered under compliance options. | |
|
Secure File Storage Isolated and encrypted storage for all submitted documents. |
All documents and files are encrypted and segregated in secure storage according to documentation. | |
|
Audit Trails and Log Monitoring Systematic tracking and alerting on sensitive actions and access. |
Audit trails and alerting, specifically for access and sensitive events, are built in. | |
|
GDPR/Privacy Compliance Tools Features designed to ensure data privacy regulations are met. |
The product claims compliance features for GDPR and other privacy regulations. | |
|
Activity Monitoring and Alerts Real-time analysis of user behavior to detect anomalies. |
No information available | |
|
Data Anonymization Options Redact or mask data to further restrict visibility where required. |
No information available | |
|
Secure API Access Hardened API endpoints with token-based authentication. |
API endpoints employ token-based authentication and are described as hardened in the API guide. |
Integration Capabilities
(6 Yes /6 Known /10 Possible features)
|
Open API Access RESTful APIs with comprehensive documentation for custom integrations. |
REST APIs and documentation are openly available per published integration guides. | |
|
Pre-built Connectors Ready-made integration with major analytics, compliance, due diligence, and document management solutions. |
List of existing connectors for performance systems, custodians, and data warehouses is available. | |
|
Single Sign-On (SSO) Integrate with institutional SSO solutions for seamless login. |
Single Sign-On integration with enterprise identity providers is offered. | |
|
Data Export Tools Flexible exports to Excel, PDF, XML, and other formats. |
Flexible reporting exports to Excel, PDF, and other formats are mentioned. | |
|
Inbound File Ingestion Auto-capture and parse files/emails from managers. |
No information available | |
|
Webhooks for Real-Time Events Push data/events to connected systems as they occur. |
No information available | |
|
Customizable Data Mapping Map data fields to internal legacy or new data systems. |
Supports flexible mapping and import to internal legacy systems as an integration feature. | |
|
SSAE 18/SOC 2 Type II Certified Integrations Meet stringent data and system integration audit standards. |
No information available | |
|
Bulk Data Sync Automated, scheduled synchronization with master data systems. |
No information available | |
|
Integration Monitoring Dashboard Monitor integration status, latency, and failures. |
Integration status/health dashboards are a feature for IT and admin visibility. |
Reporting and Analytics
(7 Yes /7 Known /10 Possible features)
|
Configurable Dashboards Customizable at-a-glance boards with key process metrics. |
Customizable dashboards are at the heart of Solovis's reporting/analytics. | |
|
Advanced Filtering Multi-dimensional data filtering (e.g., by asset class, review stage, historical manager performance). |
Advanced, multi-dimensional filtering is a listed highlight in reporting sections. | |
|
Automated Scheduled Reports Periodic delivery of reports to users or stakeholders. |
No information available | |
|
Drill-Down Capabilities From summary to detailed underlying data with a click. |
Drill-down on dashboards and analytic reports is a clear Solovis strength. | |
|
Visualization Tools Charts, graphs, and heatmaps for comparative and trend analysis. |
Data visualization options (charts, graphs, heatmaps) are core features. | |
|
Exportable Analytics Easily share reports in Excel, PDF, or image formats. |
Analytic report exports (Excel, PDF, images) are available. | |
|
Custom KPI Definition Select or define custom key performance indicators. |
Custom KPI and metric creation for dashboards and reports is documented. | |
|
Historical Trend Analysis Track manager and process trends over time. |
Historical reporting for trend analysis is a part of the analytics platform. | |
|
Ad Hoc Query Builder Empower users to generate tailored analytical queries. |
No information available | |
|
Data API for BI Tools Direct interface to external BI/reporting platforms. |
No information available |
User Experience and Accessibility
(7 Yes /7 Known /10 Possible features)
|
Mobile Access Responsive design and/or dedicated apps for mobile management. |
Responsive web UI and mobile access is referenced. | |
|
Intuitive UI/UX Well-designed, easy-to-navigate interface minimizing training needs. |
UI/UX design and ease of use is heavily emphasized in case studies and marketing materials. | |
|
Accessibility Compliance (WCAG) Full support for screen readers, keyboard navigation, and color contrast. |
No information available | |
|
Multi-Language UI User interface available in multiple major languages. |
No information available | |
|
In-App User Guidance Tutorials, walkthroughs, and context-aware help. |
In-platform user guidance and contextual help are referenced. | |
|
Role-Optimized Views Tailor dashboards and workflows to each user role. |
Dashboards and workflows can be personalized based on user role. | |
|
Bulk User Provisioning Easily onboard large groups of users. |
No information available | |
|
Self-Service Password Reset Users can recover access without IT intervention. |
Self-service account/password recovery are documented features. | |
|
Notifications Center Centralized location for all user alerts and reminders. |
Notifications center for alerts and tasks is provided. | |
|
Session Timeout Controls Automatically logs out inactive users for security. |
Session timeout and inactivity controls referenced under security. |
Configuration and Customization
(9 Yes /9 Known /10 Possible features)
|
Custom Field Definitions Add organization-specific fields wherever data is captured. |
Custom field configuration is promoted for client instances. | |
|
Branded User Interface White-label the UI, including logos and colors. |
White-labeled UI configurations available for enterprise clients. | |
|
Localized Workflows Adjust processes for region-, country-, or market-specific requirements. |
Localized workflows are referenced for global organizations. | |
|
Business Rule Engine Non-technical users can set up workflow or data triggers. |
Business rule configuration by end users is promoted for workflow customizations. | |
|
Notification Customization Define recipient, frequency, and content of alerts/notifications. |
No information available | |
|
Custom User Roles and Permissions Define user types and associated access rights beyond system defaults. |
Custom user roles and permissions are a standard configuration for enterprise deployments. | |
|
Integratable Plugins/Add-ons Add new functionality or data flows as requirements evolve. |
Plugins/add-ons ecosystem is noted as supporting system extensibility. | |
|
Configurable Document Templates Organization-specific document and contract templates. |
Document template configurability is included in support documentation. | |
|
Multiple Time Zone Support Seamless operation for global teams. |
Multi-timezone support referenced for global asset owner clients. | |
|
Configurable Data Retention User control over data life cycles for different artifacts. |
Configurable data retention is supported within compliance settings. |
Support, Service, and Vendor Stability
(8 Yes /8 Known /10 Possible features)
|
24/7 Support Availability Round-the-clock access to technical assistance. |
Support is offered globally, with 24/7 support as part of premium contracts. | |
|
Dedicated Account Management Single point of contact for ongoing relationship and escalations. |
Dedicated account management teams described in vendor's support resources. | |
|
Service Level Agreements (SLAs) Documented targets for uptime, response times, and issue resolution. |
Service level agreements for uptime and response available for enterprise clients. | |
|
Uptime Guarantee Minimum percentage uptime per year, contractually agreed. |
No information available | |
|
Incident Response Time Maximum time for vendor to respond to high-priority incidents. |
No information available | |
|
Training and Onboarding Programs Structured programs for initial training and new feature adoption. |
Training and onboarding programs are referenced in product literature and client testimonials. | |
|
Help Desk Ticketing System System to submit, track, and resolve support queries. |
Online help desk and ticket tracking is available in the Solovis support portal. | |
|
User Community Portal Online resource for user forums, shared best practices, and troubleshooting. |
User forums and knowledge bases are publicly referenced on the Solovis support page. | |
|
Product Roadmap Transparency Visibility into the vendor's future development plans. |
Vendor publishes product roadmaps and updates for transparency. | |
|
Disaster Recovery and Data Backup Vendor policies on business continuity and regular offsite data backups. |
Disaster recovery and regular backup policies are detailed in vendor trust/security documentation. |
Valuation Modeling Platforms for Investment Committee
Specialized tools for determining appropriate valuations using multiple methodologies relevant to venture-stage companies with limited operating history.
More Valuation Modeling Platforms
More Investment Committee ...
Valuation Methodologies Support
(6 Yes /6 Known /13 Possible features)
|
DCF (Discounted Cash Flow) Model Support for discounted cash flow valuation modeling, even with limited historic data. |
No information available | |
|
Comparable Company Analysis Ability to benchmark against similar venture-backed firms. |
Solovis enables peer/benchmark analytics and manager comparison, meeting the intent of Comparable Company Analysis. | |
|
Precedent Transactions Analysis Ability to analyze historical transactions involving comparable startups. |
Product offers historical transaction and manager performance analytics, which supports Precedent Transactions Analysis. | |
|
Venture Capital Method Supports the VCM commonly used in VC investment committees. |
No information available | |
|
Scorecard Valuation Incorporates qualitative and quantitative scoring to back up valuations. |
No information available | |
|
Risk Factor Summation Method Enables adjustment for deal-specific risk factors. |
No information available | |
|
First Chicago Method Ability to apply scenario-based modeling suitable for early-stage startups. |
No information available | |
|
Custom Model Builder Allows users to create or adapt bespoke valuation models. |
No information available | |
|
Simultaneous Multiple Valuations Ability to compute and compare several methods side-by-side. |
Customizable reporting dashboards allow side-by-side method/result comparison, indicating Simultaneous Multiple Valuations. | |
|
Scenario Analysis for Valuations Support for bullish, base, and bearish case modeling within valuation outputs. |
Platform supports scenario and sensitivity analysis for valuations and exposures. | |
|
Valuation Assumptions Tracker Tracks and records key assumptions and their rationale for audit and transparency. |
The system tracks reporting assumptions for audit and transparency, fulfilling Valuation Assumptions Tracker. | |
|
Integrated Market Data Feeds Direct linking to relevant market databases for real-time input data. |
No information available | |
|
Output Export Formats Supports export of valuation analyses to PDF, XLSX, PPT, and other formats. |
Solovis allows export of analyses and dashboards to PDF/Excel. |
Usability & Collaboration
(8 Yes /8 Known /10 Possible features)
|
User Role Management Granular permissions for different user types (analysts, partners, observers). |
Multiple access levels and user permissions are available in Solovis. | |
|
Multi-user Simultaneous Editing Allows more than one user to update analyses at the same time. |
No information available | |
|
In-app Comments & Notes Facilitates communication regarding key modeling assumptions and outcomes. |
Product supports internal notes and comment fields on reports and analyses. | |
|
Version Control Tracks changes to models and inputs for transparency and rollback. |
Version control/logging is embedded for all data entries and reports in Solovis. | |
|
Document Upload & Storage Enables sharing of supporting documents within the platform. |
Document attachments and storage are supported within the workflow. | |
|
Audit Trail Tracks who did what and when inside the platform. |
Audit trails track all user actions in Solovis. | |
|
Presentation Mode Switch to a streamlined view for displaying models in meetings. |
Supports presentation-optimized dashboards for meetings. | |
|
Task Assignment & Tracking Assign follow-ups and actions to team members within the workflow. |
No information available | |
|
Dashboard Customization Users can modify data displays according to their preferences. |
Dashboards and reports can be customized by users. | |
|
Notification System Automated alerts for major edits, comments, or required actions. |
Automated notifications are available for workflow and data changes. |
Data Security & Compliance
(0 Yes /0 Known /10 Possible features)
|
End-to-end Encryption Data is encrypted at rest and in transit. |
No information available | |
|
Multi-factor Authentication Enhances access control through additional login security. |
No information available | |
|
Single Sign-On (SSO) Supports SSO across multiple internal systems. |
No information available | |
|
SOC 2 Compliance Adheres to leading standards for controls around security, availability, processing integrity, confidentiality, and privacy. |
No information available | |
|
Permissioned Data Access Controls and audits on who can access specific sensitive data. |
No information available | |
|
Data Residency Options Support for storage in specific geographic locations for regulatory compliance. |
No information available | |
|
GDPR Compliance Platform conforms to GDPR and similar data privacy laws. |
No information available | |
|
Regular Security Audits Routine reviews and penetration tests for data security. |
No information available | |
|
Data Backup Frequency How often automated backups are taken to safeguard data. |
No information available | |
|
Data Retention Periods Configurable retention windows for sensitive documents and records. |
No information available |
Integration Capabilities
(5 Yes /5 Known /10 Possible features)
|
API Availability Open APIs for programmatic access to platform data and functions. |
No information available | |
|
CRM System Integration Direct connections with leading CRM tools (e.g., Salesforce, HubSpot). |
Integrates with CRM and downstream systems for client management. | |
|
Portfolio Management Tool Integration Supports handoff of approved deals to downstream tracking systems. |
Portfolio management tool integrations are available for asset pipeline handoff. | |
|
Excel Add-In/Plugin Ability to push/pull data to Excel sheets for custom workflows. |
No information available | |
|
Calendar Integration Links to calendar apps for scheduling committee meetings, reviews, and deadlines. |
No information available | |
|
BI Tool Integration Can integrate with business intelligence platforms (e.g., Tableau, Power BI). |
Product can connect with BI tools such as Power BI and Tableau. | |
|
SSO with Internal User Directories Supports Active Directory/Okta/Google Workspace SSO. |
No information available | |
|
Document Management System Integration Links to systems like Dropbox, Box, Google Drive, or SharePoint. |
Solovis allows connecting to cloud-based document management solutions. | |
|
Email Integration Can sync analyses and comments with email workflows. |
Email notifications and integration for comment/review flows. | |
|
Integration Marketplace Support for plug-and-play addition of new integrations to third-party systems. |
No information available |
Analytics & Reporting
(8 Yes /8 Known /10 Possible features)
|
Custom Report Builder Users can build and save personalized reports. |
Solovis supports building and saving custom reports. | |
|
Valuation Summary Dashboards At-a-glance dashboards of relevant valuation metrics and outcomes. |
Valuation dashboards are a Solovis core feature for transparency. | |
|
Peer Comparison Analytics Analyze valuations versus peers or benchmarks. |
Peer/benchmark analytics supported in platform. | |
|
Time Series Tracking Track how key valuation inputs and outputs change over time. |
Tracks time series of key portfolio and valuation data. | |
|
Heatmaps & Visualizations Visual representations of data for fast comprehension. |
Dashboards leverage heatmaps and visual data representations. | |
|
Export to PDF/Excel/PowerPoint One-step export of reports into common formats. |
Reports can be exported to PDF, Excel, and PowerPoint. | |
|
Auto-generated Meeting Packs Automatically assembles investment committee materials from model outputs. |
No information available | |
|
Custom KPI Tracking Enables selection and monitoring of custom KPIs related to valuation. |
Supports tracking of custom KPIs in reporting. | |
|
Cross-Portfolio Analytics Analyze trends and benchmarks across all deals under review. |
Cross-portfolio analytics across all asset classes. | |
|
Scheduled Report Distribution Automates report sending to specific stakeholders on a defined schedule. |
No information available |
Data Input & Management
(5 Yes /5 Known /10 Possible features)
|
Bulk Data Upload Import large data sets quickly (e.g. from Excel, CSV). |
Bulk import available for large data sets from CSV/Excel. | |
|
Real-time Data Validation Checks for inconsistencies or missing values as data are entered. |
Real-time data validation is performed on upload/entry. | |
|
Template Library Reusable templates for common model types and investment scenarios. |
No information available | |
|
Dynamic Input Forms Easily adapts input fields for the data needed. |
No information available | |
|
Data History & Audit Tracks all changes to data records for transparency. |
All data changes are tracked for audit across time. | |
|
Auto-save Functionality Prevents loss of input data from crashes or timeouts. |
No information available | |
|
Data Import Speed Speed at which external data can be fully processed. |
No information available | |
|
Input Data Types Supported Handles all common types: numeric, dates, text, lists, documents. |
Supports common data types including numeric, text, dates, etc. | |
|
Data Annotation Tools Allows attaching commentary or rationale to specific data entries. |
Annotation and comment tools are available on data/records. | |
|
Error Logging & Resolution Tracking Logs data issues and tracks resolution status for each. |
No information available |
Performance & Scalability
(5 Yes /5 Known /10 Possible features)
|
Concurrent User Capacity Number of users the system can support simultaneously without performance lag. |
No information available | |
|
Model Calculation Speed Time required to process typical valuation models. |
No information available | |
|
Scalable Storage Capacity Total available storage that can be scaled with needs. |
No information available | |
|
99.9% Uptime Guarantee Commitment to uptime reliability for uninterrupted access. |
Solovis provides a high-availability uptime guarantee. | |
|
Load Balancing Automatically adjusts resources to prevent slowdowns at peak demand. |
Cloud platform includes load balancing for performance. | |
|
Geographically Distributed Hosting Use of multiple data centers to enhance access speed globally. |
Hosting is distributed to provide global access. | |
|
Auto-scaling Infrastructure System auto-scales compute resources with demand. |
System infrastructure is auto-scaled per client/server demand. | |
|
Mobile Device Compatibility Optimized for use on tablets and smartphones. |
Dashboards and major features work on mobile devices/browsers. | |
|
Custom Performance Reporting Tracks and reports key system performance metrics. |
No information available | |
|
API Rate Limits Defines how many API requests can be processed within a specific period. |
No information available |
User Experience & Accessibility
(6 Yes /6 Known /10 Possible features)
|
Intuitive User Interface Layouts and features that can be used efficiently by both analysts and partners. |
Solovis emphasizes ease of use and intuitive UI. | |
|
Customizable Workspaces Users can rearrange dashboard panels and data modules. |
Workspaces and dashboard panels can be rearranged. | |
|
Accessibility (ADA/WCAG) Compliance Supports users with visual, motor, or other impairments. |
No information available | |
|
Multi-language Support User interface available in multiple languages. |
No information available | |
|
Guided Walkthroughs & Tutorials Built-in help tools to onboard new users quickly. |
No information available | |
|
Advanced Search Functionality Fast, granular search/filter across all platform content. |
Advanced search and filter are available across all data. | |
|
Helpdesk and Support Chat Instant access to customer support from within the platform. |
Built-in help and support chat is available. | |
|
User Feedback Mechanism Easy ways to submit feature requests or report usability issues. |
User feedback/feature request system is available. | |
|
Shortcuts & Keyboard Navigation Productivity enhancements for power users. |
No information available | |
|
Documentation Portal Comprehensive product knowledge base accessible 24/7. |
Documentation portal and help center accessible online. |
Customization & Flexibility
(2 Yes /2 Known /10 Possible features)
|
Custom Field Creation Create and add new fields specific to firm preferences. |
Custom field creation is available for reporting and data. | |
|
Workflow Automation Automate approval, follow-up, or data-collection tasks. |
No information available | |
|
Custom Branding Add firm’s logo, color palette, and terminology. |
No information available | |
|
Custom Approval Workflows Configure approval hierarchies and routing based on deal stage. |
No information available | |
|
Custom Model Templates Develop and deploy in-house model templates. |
No information available | |
|
Custom Alerts/Notifications Set up triggers based on defined data or process events. |
Supports rules-driven custom notifications for events. | |
|
Scripting or Macro Support Enable user-generated automation or calculation scripts. |
No information available | |
|
Field-level Permissions Control viewing and editing rights for specific data fields. |
No information available | |
|
Plug-in/Extension Marketplace Easily add extra features from a curated library. |
No information available | |
|
Configurable Deal Stages Adapt the investment process to the firm’s unique pipeline. |
No information available |
Support & Training
(6 Yes /6 Known /10 Possible features)
|
24/7 Support Availability Round-the-clock support to accommodate global teams and urgent issues. |
Solovis offers 24/7 global support for clients. | |
|
Dedicated Account Manager Assigned specialist for onboarding and ongoing relationship. |
High-touch account management available for institutional clients. | |
|
On-demand Training Sessions Ability to schedule and review training sessions on product features and use cases. |
No information available | |
|
Product Updates & Release Notes Timely communication about product changes and improvements. |
No information available | |
|
Self-service Knowledge Base Comprehensive resource library including how-tos and troubleshooting. |
Extensive online knowledge base/self-service documentation provided. | |
|
Community Forum Peer-to-peer Q&A and sharing of best practices. |
Community forums or peer support is indicated in product resources. | |
|
In-app Guided Assistance Step-by-step instructions available directly within the platform. |
No information available | |
|
Feedback Loop for Feature Requests Mechanism for users to propose and vote on new features. |
Dedicated feedback/feature request workflow for clients. | |
|
Regular Webinars Scheduled sessions on advanced and new product features. |
No information available | |
|
Multi-channel Support (chat, email, phone) Multiple avenues for support as per user preference. |
Multiple support channels (chat, email, phone) are standard. |
Cost & Commercial Terms
(4 Yes /4 Known /10 Possible features)
|
Transparent Pricing Clear, up-front pricing with no hidden fees. |
Product pricing is presented as transparent and upfront. | |
|
Free Trial Availability Allows prospective customers to test capabilities before committing. |
No information available | |
|
Per-user Pricing Options Flexibility to pay per user as team size changes. |
No information available | |
|
Volume Discounting Tiered pricing based on user count or data storage. |
No information available | |
|
Annual & Monthly Billing Choices Support for both short- and long-term commitment terms. |
No information available | |
|
Upfront vs. Usage-based Billing Option to pay in advance or according to actual system usage. |
No information available | |
|
Contract Termination Flexibility Ability to cancel or modify subscription with minimal penalty. |
No information available | |
|
Service Level Agreements (SLA) Provider offers SLA guarantees for uptime and support responsiveness. |
SLAs for uptime and support are typically part of Solovis enterprise contracts. | |
|
Onboarding/Setup Fees Clarity about any one-time costs for deployment. |
Onboarding costs and any setup fees disclosed upfront. | |
|
Custom Enterprise Pricing Tailored options for larger VC firms with unique needs. |
Custom pricing for large institutions is available. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.