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at Financial Technnology Year
Advanced search capabilities, deal tracking, and monitoring of funding rounds, access to data-rich company profiles, and the ability to create customized lists and alerts for deal sourcing.
Software platforms that help track and manage incoming investment opportunities, allowing VCs to organize, prioritize, and collaborate on potential deals from first contact through evaluation.
More Deal Flow Management Systems
More Deal Sourcing and Origination ...
Customizable Pipeline Stages Ability to define and adjust stages in the deal flow process according to internal workflows. |
Not as far as we are aware.* Crunchbase Pro offers deal tracking but does not provide custom pipeline stage management. Users utilize lists and saved searches instead of custom pipeline workflows. | |
Drag-and-Drop Interface Visual interface for moving deals between stages easily. |
Not as far as we are aware.* Crunchbase Pro features list management but does not provide a Kanban-style drag-and-drop interface for managing deals across pipeline stages. | |
Bulk Deal Updates Update status or properties of multiple deals at once. |
Not as far as we are aware.* No evidence Crunchbase Pro supports bulk deal updates such as updating multiple records at once through the interface; updates are performed individually or via export/import. | |
Stage Metrics Display statistics such as number of deals per stage. |
undefined Crunchbase Pro provides aggregate counts in search/lists but does not explicitly provide stage metrics as required for segmented pipeline management. |
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Time-in-Stage Tracking Automatically track how long deals remain in each pipeline stage. |
No information available | |
Automatic Stage Advancement Automate transitions between pipeline stages based on predefined triggers. |
No information available | |
Pipeline Filtering and Segmentation Filter or segment pipeline views by lead source, team member, or deal attributes. |
Crunchbase Pro lets users apply complex filters and segmentation to lists and search results, meeting the requirement. | |
Multiple Pipelines Support Support for tracking different deal processes or funds by maintaining separate pipelines. |
No information available | |
Custom Tags/Categories Apply custom tags or categories to deals for improved organization. |
Custom tags and categories are supported via prospect lists and saved searches in Crunchbase Pro. | |
Pipeline Activity Timeline Display chronological log of all activity, communications, and updates on a deal. |
No information available | |
Pipeline Analytics Generate reports and insights on pipeline performance and conversion rates. |
Strong analytics on company/deal data, exportable to CSV, available in the Pro tier. | |
Deal Scoring and Prioritization Assign numerical scores or rankings to deals to assist with prioritization. |
No information available | |
Historical Pipeline Data View, export, and analyze past pipeline information. |
Not as far as we are aware.* Crunchbase Pro provides access to company histories but not historical pipeline tracking of user-managed deals. | |
Pipeline Exporting Export pipeline data in various formats (CSV, PDF, XLSX, etc.) |
Export functions are confirmed in Pro documentation for lists (CSV, XLSX). | |
Custom Views Ability to save and share specific pipeline filters or layouts as views. |
No information available |
Custom Fields Create and tailor fields to store varied types of deal information. |
No information available | |
Automated Data Ingestion Ingest data from email, web forms, or third-party sources automatically. |
Not as far as we are aware.* Crunchbase Pro does not automate data ingestion from emails or third-party web forms. | |
Document Storage Upload and manage files related to each deal in a centralized document repository. |
. | No information available |
Contact Management Manage all stakeholder contacts, including founders, co-investors, and advisors. |
Contact information management is a key feature in Crunchbase Pro, including company and contact profiles. | |
Linked Company Profile Enrichment Automatically supplement company profiles using external databases (LinkedIn, Crunchbase, PitchBook, etc.). |
Company profiles are enriched via automated connections to external data sources such as LinkedIn, PitchBook and company websites. | |
Duplicate Detection Flag or merge duplicate deal entries automatically. |
No information available | |
Data Validation Rules Configure validation protocols to ensure accuracy and completeness of data entry. |
No information available | |
Historical Data Tracking Keep records of changes made to deal fields over time. |
No information available | |
Source Attribution Record and display how each deal or contact entered the system (referral, inbound, event, etc.). |
No information available | |
API Access for Data Import/Export Enable integration with other systems to move data in and out programmatically. |
Crunchbase Pro provides CRM-like import/export through API access and bulk file exports. | |
Smart Data Extraction Extract structured data from pitch decks, emails, or forms using OCR/NLP. |
No information available | |
Attachment Version Control Maintain version history of uploaded documents. |
No information available | |
Searchable Database Full-text and fielded search across deals, contacts, and documents. |
The platform allows full-text search and advanced filters across companies, contacts, and investment data. | |
Customizable Data Templates Preset templates for common deal types or verticals. |
. | No information available |
Linked Entities Link companies, contacts, investors, and other related entities for easier navigation. |
. | No information available |
Deal Notes & Comments Add threaded notes, comments, and feedback for each deal record. |
. | No information available |
Email Integration Sync inbound/outbound emails directly to deal records. |
. | No information available |
Activity Assignment Assign tasks, reminders, or approvals to team members. |
. | No information available |
Role-Based Permissions Set permissions for who can view, edit, or comment on deals. |
. | No information available |
Real-time Notifications Alert team members of comments, updates, or changes as they happen. |
. | No information available |
Calendar Integration Sync events, calls, and meetings with internal or external calendars. |
. | No information available |
Task Management Create, assign, and track tasks linked to deals or contacts. |
. | No information available |
Workflow Automation Automate repetitive tasks or approval flows based on trigger events. |
. | No information available |
@Mentions Tag specific colleagues for their input or action on a record. |
. | No information available |
Custom Approval Processes Design approval steps for investments or deal progression. |
. | No information available |
Discussion Threads Dedicated discussion space per deal to consolidate internal conversations. |
. | No information available |
Read/Unread Indicators Show which team members have read or acknowledged updates. |
. | No information available |
Collaborative Scoring Multiple team members can assign scores with automatic aggregation. |
. | No information available |
Version Control on Comments/Tasks Track changes, deletions, or edits in comments and task lists. |
. | No information available |
Calendar View of Activities See a visual calendar display of all upcoming tasks, meetings, and deadlines. |
. | No information available |
Web Forms Customizable online forms for direct submission by founders or scouts. |
Not as far as we are aware.* Crunchbase Pro can create customized online lists but does not offer customizable online forms for direct deal submission from founders or scouts. | |
Email Parsing Extract deal information directly from incoming emails. |
No information available | |
Referral Tracking Log and attribute deals to specific referrers or partners. |
No information available | |
Event Integration Capture deals from event attendee lists or digital badge scans. |
. | No information available |
Deal Import from Spreadsheets Bulk import of deals via CSV, XLSX, or Google Sheets. |
. | No information available |
Third-Party Platform Integration Direct integration with platforms like AngelList or Crunchbase to pull deal flow. |
Bulk import of deals/companies can be achieved using CSV or spreadsheet upload features. | |
Automated Lead Routing Assign new inbound deals to pipeline owners or industry specialists automatically. |
. | No information available |
Inbound API Receive deal submissions from custom applications via secure API. |
No information available | |
Spam Filtering & Validation Detect and filter out irrelevant or spammy deal entries. |
. | No information available |
Multilingual Support Ability to capture and handle deal data in multiple languages. |
. | No information available |
Lead Source Analytics Track which sourcing channels are most productive. |
. | No information available |
Custom Intake Workflows Trigger follow-ups or questionnaire tasks after deal capture. |
. | No information available |
Automated Notifications on New Deals Alert team on new deal entries through email, SMS, or in-app notifications. |
. | No information available |
Duplicate Entry Prevention on Inbound Auto-detect if deal already exists before adding to system. |
. | No information available |
Data Mapping for Intake Automatically match incoming fields to system fields. |
. | No information available |
Custom Evaluation Criteria Define and weight criteria for investment alignment and fit. |
. | No information available |
Scoring Algorithms Automatic calculation of composite or custom scores of deals. |
. | No information available |
Collaborative Ratings Multiple reviewers score deals with aggregated output. |
. | No information available |
Side-by-Side Deal Comparison Compare deals across customizable fields or past benchmarks. |
. | No information available |
Automated Screening Rules Rules to auto-screen or reject deals that do not fit basic criteria. |
. | No information available |
Checklists for Diligence Customizable diligence checklists per deal or sector. |
. | No information available |
Notes on Evaluation Rounds Log rationale and comments from each evaluation stage. |
. | No information available |
Red Flag Indicators Tag or flag risky deals based on input data or automated checks. |
. | No information available |
Visual Scoring Dashboards Graphical display of scores, status, and feedback at a glance. |
. | No information available |
Automated Follow-Up Assignments Assign next steps based on evaluation outcome. |
. | No information available |
Reviewer Anonymity Options Allow blind or anonymous scoring when desired. |
. | No information available |
Goal/Theme Fit Analysis Automatically assess alignment to fund investment themes. |
. | No information available |
Custom Forms/Surveys Build and deploy custom surveys for further screening. |
. | No information available |
Multi-round Evaluation Support Handle multiple, structured rounds of deal screening. |
. | No information available |
Historical Review Analytics Analyze outcomes of past evaluation criteria and scoring. |
. | No information available |
CRM Integration Synchronize data with major customer relationship management systems. |
. | No information available |
Calendar & Email Sync Bidirectional sync with Google/MS Outlook calendars and mailboxes. |
. | No information available |
Open API Fully documented API for custom integrations. |
. | No information available |
Webhook Support Trigger external actions or notifications based on system events. |
. | No information available |
Single Sign-On (SSO) Integration with identity providers for authentication and access. |
. | No information available |
Data Export APIs Programmatic export of deals, contacts, and pipeline data. |
. | No information available |
Third-Party Data Enrichment Integrations with external databases for automated profile enrichment. |
. | No information available |
Slack/Messaging Platform Integration Push updates, notifications, and tasks to Slack or similar tools. |
. | No information available |
ERP/Accounting System Integration Sync select financial data with ERP or accounting solutions. |
. | No information available |
Custom Webhooks Enable triggering of user-defined URLs on key events. |
. | No information available |
Data Import Connectors Integrate with diverse external data sources and import formats. |
. | No information available |
Zapier/Automation Platform Support Trigger actions across hundreds of apps using platforms like Zapier. |
. | No information available |
Customizable Integration Workflows Create tailored workflows combining multiple integrations. |
. | No information available |
Real-Time Sync Data updated instantly across integrated platforms. |
. | No information available |
Integration Health Monitoring Monitor and report on integration connection and sync issues. |
. | No information available |
Customizable Dashboards Build and share dashboards with key metrics. |
Crunchbase Pro allows users to create and customize dashboards by saving and organizing lists and searches. | |
Advanced Filtering Dynamic filtering on properties, tags, source, teams, and more for reports. |
Advanced filtering is a core feature of Crunchbase Pro for both company and deal data. | |
Funnel and Conversion Analytics Visualization of deal conversion and drop-off rates through pipeline. |
. | No information available |
Deal Velocity Tracking Measure speed of deals moving through pipeline. |
. | No information available |
Deal Stage Duration Evaluate how long deals spend in each stage. |
. | No information available |
Team Performance Reports Metrics on sourcing, evaluation, and conversion attributed to team members. |
. | No information available |
Custom Report Builder Flexible builder for ad hoc reports on any data captured. |
. | No information available |
Scheduled Reports Automate email delivery of key reports to stakeholders. |
Reports can be scheduled, and exports sent via email to stakeholders according to Crunchbase documentation. | |
Exportable Analytics Export charts and data tables in PDF, CSV, or XLSX. |
. | No information available |
Historical Trend Analysis View changes in pipeline or key metrics over configurable timeframes. |
Historical trend and funding analysis are available through the timeline and analytics features in Pro. | |
Benchmarking Tools Evaluate current pipeline/metrics against internal or industry benchmarks. |
. | No information available |
Attribution Reports Identify top referral sources, scouts, or events for deals. |
. | No information available |
Portfolio Tracking Integration Connect to portfolio data for post-investment analytics. |
No information available | |
Diversity & Inclusion Metrics Track and analyze deals by demographic or geographic attributes. |
. | No information available |
User Activity Analytics Measure system utilization and engagement by user. |
. | No information available |
Granular Access Controls Fine-grained permissions to restrict access by role, deal, or field. |
No information available | |
Audit Trails Automatic logging of all key actions for compliance and oversight. |
. | No information available |
Encryption At-Rest and In-Transit Data is encrypted both when stored and while transferred. |
. | No information available |
Multi-Factor Authentication (MFA) Additional layer of authentication security for users. |
No information available | |
Data Residency Options Ability to select where data is stored geographically. |
. | No information available |
SOC 2, GDPR, and CCPA Compliance Adherence to major security and privacy frameworks. |
Crunchbase asserts GDPR, CCPA and global privacy compliance publicly in their security documentation. | |
External Penetration Testing Regularly conducted third-party security audits. |
. | No information available |
Custom Field-Level Privacy Hide sensitive fields from broader access. |
. | No information available |
Data Deletion/Retention Policies Automate retention or deletion of deals after set period or on request. |
. | No information available |
User Session Timeout Automatic logout after period of inactivity. |
. | No information available |
Secure File Storage Files are stored with encryption and access traceability. |
File access is traceable, and files are stored securely per Crunchbase security information. | |
IP Whitelisting Restrict access to certain IP addresses only. |
. | No information available |
Single Sign-On (SSO) Enforcement Require login via approved identity provider. |
. | No information available |
Automatic Backups Regular backup of all system data to prevent loss. |
No information available | |
GDPR Data Subject Access Request (DSAR) Support Tooling for responding to data access or deletion requests. |
. | No information available |
Custom Branding Customize colors, logos, and UI branding company-wide. |
Crunchbase Pro supports customizable branding (logo, some UI elements) in enterprise accounts. | |
Configurable Dashboards Users can select widgets, metrics, and layout. |
Pro users can select from widgets and saved lists, customizing their dashboard layouts. | |
Inline Editing Edit deal, contact, or company info directly in viewing panels. |
. | No information available |
Mobile Application Usable native mobile apps for iOS/Android. |
. | No information available |
Accessibility Compliance (WCAG) Meets accessibility standards for impaired users. |
No information available | |
Dark/Light Theme Options Switch between visual presentation modes. |
. | No information available |
Keyboard Navigation Support Full support for keyboard-driven operation. |
. | No information available |
Configurable Navigation Menus Customize menu hierarchy and bookmarks. |
. | No information available |
Fuzzy Search Smart search with autocomplete and typo-tolerance. |
. | No information available |
Help and Guided Tours Built-in onboarding, tips, and walkthroughs. |
. | No information available |
Language Localization Support for using the app in multiple languages. |
Platform available in multiple languages for global users. | |
User Preference Profiles Remember user-specific settings and preferences. |
. | No information available |
Bulk Actions Perform actions on multiple records simultaneously. |
. | No information available |
Personal Notifications Settings Customizable notification rules for each user. |
No information available | |
Custom Shortcuts Create keyboard or menu shortcuts for most-used actions. |
. | No information available |
Portfolio Company Tracking Link deals to created or existing portfolio company records. |
Ability to track companies and link status to portfolios exists at the Pro level. | |
Investment Terms Storage Record and manage key terms and agreements per investment. |
. | No information available |
Post-Investment Task Assignment Assign onboarding or follow-up tasks after closing a deal. |
. | No information available |
Ongoing Reporting Integration Collect and correlate ongoing KPI/performance updates from portfolio companies. |
. | No information available |
Board & Governance Documentation Store board minutes, resolutions, and governance files. |
. | No information available |
Milestone Tracking Track achievement of key milestones post-investment. |
. | No information available |
Custom Reporting Intervals Define reporting frequency and requirements for each investment. |
. | No information available |
External Stakeholder Portal Provide portfolio companies or LPs with secure data submission portal. |
. | No information available |
Portfolio Engagement Logs Automatic recording of meetings, calls, and notes post-investment. |
. | No information available |
Data Room for Portfolio Centralized secure file sharing and due diligence management. |
. | No information available |
Performance Benchmarking Compare portfolio companies' progress against each other or set targets. |
. | No information available |
Capital Calls and Distributions Tracking Log requests and distributions tied to each investment. |
. | No information available |
Portfolio Company Org Charts Visualize staffing and board compositions. |
. | No information available |
Valuation Tracking Track internal and third-party valuations over time. |
. | No information available |
Exit/Liquidity Event Management Record and manage details of exits, mergers, or acquisitions. |
. | No information available |
Native Mobile Apps Full-featured native apps for both iOS and Android. |
Crunchbase Pro is mobile responsive with full-featured native iOS and Android apps. | |
Mobile Deal Entry Add/edit deals and contacts while traveling or at events. |
. | No information available |
Push Notifications Mobile alerts for assigned tasks, new deals, or updates. |
. | No information available |
Access to Documents on Mobile View, upload, or share documents from mobile device. |
. | No information available |
Offline Access Ability to use key platform features without connectivity. |
. | No information available |
In-App Camera for Document Capture Capture business cards, notes, or documents directly from device camera. |
. | No information available |
Mobile Calendar Integration Auto-sync meetings and tasks to mobile device calendar. |
. | No information available |
Location-Based Deal Sources Log deals or set reminders based on physical location. |
. | No information available |
Voice Notes/Dictation Easily add audio notes to deals or contacts. |
. | No information available |
Mobile-Friendly Visualizations Responsive charts, dashboards, and filters. |
. | No information available |
Real-Time Data Sync to Mobile Instant updates of all deal-related information. |
. | No information available |
Fingerprint/Face ID Login Use biometric authentication on supported devices. |
. | No information available |
Mobile Document Scanning/OCR Turn pictures of documents into text/searchable files. |
. | No information available |
Expense Tracking on Mobile Capture related expenses and receipts while traveling. |
. | No information available |
Mobile Contact Sync Sync deal-related contacts to device address book. |
. | No information available |
Dedicated Account Manager Access to a dedicated point of contact for support and success. |
. | No information available |
Onboarding Assistance Guided migration, data import, and best practice setup. |
Crunchbase support documentation confirms onboarding assistance for new Pro clients. | |
In-App Tutorials Interactive guides and walk-throughs. |
Interactive tutorials and guides are available for onboarding and feature orientation. | |
Knowledge Base / Help Center Detailed online resources, FAQs, and documentation. |
Crunchbase Help Center has extensive FAQs, documentation, and support articles. | |
Live Chat Support Immediate chat-based assistance available in-app. |
. | No information available |
24/7 Email & Ticket Support Round-the-clock ticket-based help. |
Email and ticket-based support is available 24/7 for Pro users according to published support information. | |
Video Training Library On-demand access to how-to and best practice videos. |
. | No information available |
User Community Forums Peer support and networking with other users. |
. | No information available |
Release Notes & Updates Access to detailed notes on new features and improvements. |
. | No information available |
Service Level Agreements (SLAs) Commitments regarding uptime, support response, and escalation. |
. | No information available |
Custom Training Sessions Personalized training for teams, onsite or remote. |
. | No information available |
Change Management Toolkits Resources for adoption, communication, and internal rollout. |
. | No information available |
Regular Product Webinars Scheduled group sessions on platform use and new features. |
. | No information available |
Feedback and Feature Request Portal Ability to suggest improvements and vote on roadmap priorities. |
. | No information available |
Multilingual Support Staff Assistance in multiple major global languages. |
. | No information available |
CRM systems specifically designed for venture capital that track relationships with entrepreneurs, other investors, and industry experts to maximize deal flow through relationship networks.
More Network Relationship Management Tools
More Deal Sourcing and Origination ...
Comprehensive Profile Management Ability to create and maintain detailed records for different types of contacts including entrepreneurs, investors, and advisors. |
Crunchbase Pro enables creation and management of detailed company and investor profiles, as indicated by its focus on advanced company, people, and investor data. | |
Relationship Mapping Visualization and management of connections between people and organizations for strategic networking. |
No information available | |
Interaction Tracking Logging of meetings, emails, calls, and other touchpoints for audit trails and follow up. |
No information available | |
Custom Contact Tagging Flexible labelling and segmentation of contacts for smarter filtering and discovery. |
The platform allows users to tag, categorize, and filter contacts and organizations with custom lists and labels. | |
Contact Import and Deduplication Bulk uploading and merging of contacts from various sources with duplicate prevention. |
Not as far as we are aware.* Bulk import of contacts is not a primary advertised feature in Crunchbase Pro; mainly focuses on browsing Crunchbase's own data. | |
Historical Relationship Timeline Visualization of the evolution of interactions and events per contact over time. |
No information available | |
Org Chart Visualization Display of company hierarchies and key stakeholders for targeted outreach. |
No information available | |
Contact Scoring Ranking system that evaluates relationship strength and relevance. |
No information available | |
Reminder and Follow-Up Scheduling Tools to set alerts for relationship nurturing and timely communication. |
No information available | |
Bulk Communication Tools Support for mass updates, emails, or notifications to contact lists. |
No information available |
Deal Pipeline Visualization Kanban or funnel-style workflows to track deals by stage and status. |
No information available | |
Customizable Deal Stages User-defined stages and workflows tailored to the VC’s process. |
No information available | |
Automated Deal Sourcing Integrations with platforms, APIs, or data feeds to auto-populate new deal opportunities. |
Crunchbase Pro provides automated deal sourcing via real-time alerts, list building, and saved queries. | |
Deal Scoring and Prioritization Rule-based or AI-driven scoring systems to surface high-priority opportunities. |
No information available | |
Collaboration Tools Support for notes, comments, and shared decision logs among investment team members. |
No information available | |
Deal History and Audit Trail Record of all activities and status changes for compliance and transparency. |
No information available | |
Pipeline Performance Analytics Reports and dashboard to analyze the volume, conversion, and velocity of deals. |
No information available | |
Document Management Storage and organization of term sheets, pitch decks, and due diligence materials. |
Document management is present in the form of stored pitch decks and materials within Crunchbase profiles. | |
Duplicate Deal Detection Automatic identification and management of repeated deal submissions. |
No information available | |
Deal Source Attribution Tracking and reporting of where/in whom each opportunity originated. |
No information available |
Automatic Data Enrichment Integration with external data sources to automatically populate company or contact details. |
Crunchbase integrates data from multiple external data sources to enrich its profiles, matching the definition of this feature. | |
News and Signal Monitoring Automated tracking of news, funding rounds, executive moves, and market signals connected to the network. |
Crunchbase Pro provides news and signal alerts tied to companies and investors in user lists. | |
Social Media Integration Monitoring of LinkedIn, Twitter, and other social feeds for relationship and opportunity insights. |
Social media tracking is available for organizations via integrations in Crunchbase profiles (Twitter, LinkedIn, etc.). | |
Custom Data Fields Ability to add and manage bespoke metadata according to firm-specific needs. |
Crunchbase allows users to add custom data fields and notes for organizations. | |
Funding History Integration Auto-pull of startup funding rounds and cap table changes. |
Funding rounds and cap tables are core Crunchbase data, automatically integrated into profiles. | |
Company and Contact Scoring Updates Dynamic recalculation of network value as new data arrives. |
No information available | |
Event and Conference Sync Linkages to events attended by network members, for context and targeting. |
No information available | |
API Access for Enrichment Connectivity for custom data connections and extensions. |
Crunchbase Pro API provides access to enrichment data for custom connections. | |
Firmographic and Demographic Data Append Augmentation of contact profiles with industry, geography, or market segment identifiers. |
Crunchbase profiles are appended with firmographic data such as industry, geography, and employee count. | |
One-Click Profile Refresh Automatic refresh or update of stale records using enrichment services. |
No information available |
Email Integration Syncing of emails directly into profiles and records for one-stop relationship management. |
No information available | |
Calendar Integration Synchronization with Outlook, Google Calendar, etc. for unified scheduling. |
No information available | |
Third-Party Data Source Integration Access to Crunchbase, PitchBook, LinkedIn, and other VC-relevant data providers. |
Crunchbase Pro integrates with Crunchbase's own data as well as LinkedIn and other sources for enrichment. | |
API Access Open APIs for building custom extensions or connecting to internal systems. |
Crunchbase Pro offers an API for building custom extensions and for integration. | |
Export/Import Capabilities Easy export and import of records into standard data formats (CSV, Excel, JSON). |
Pro subscriptions allow export of search results and lists to CSV/Excel. | |
Collaboration Tools Integration Connects with Slack, Microsoft Teams, or similar platforms for notifications and workflows. |
No information available | |
Single Sign-On (SSO) Central authentication (Okta, Google, etc.) for secure access and user provisioning. |
No information available | |
Document Storage Integration Direct linking with Dropbox, Box, Google Drive for managing deal documents. |
No information available | |
Mobile App/API Availability of a dedicated mobile app or responsive API for work on-the-go. |
Not as far as we are aware.* Crunchbase Pro does not offer a dedicated mobile app, but the website is mobile responsive. | |
Task and Project Management Integration Linking to tracking systems like Asana, Trello, or Jira. |
No information available |
Customizable Reports User-defined reporting templates and dashboards. |
Crunchbase reports and dashboards are customizable by users (filters, lists, alerts, etc.). | |
Pipeline Metrics Measurement of deal flow velocity, aging, conversion rates, and other KPIs. |
Crunchbase reports include deal velocity, funding tracking, and cohort analysis. | |
Network Heatmaps Visual representation of relationship density, sector coverage, or connectivity quality. |
No information available | |
Funnel Drop-Off Reporting Analysis of where deals or contacts are lost in the process. |
No information available | |
Time-to-Close Metrics Calculation of average time taken for deals from introduction to investment decision. |
No information available | |
Team Performance Analytics Tracking of individual and team activities, response times, and network expansion. |
No information available | |
Custom Charting and Visualizations Build and export bespoke visual analyses for presentations or internal reviews. |
No information available | |
Relationship Strength Metrics Quantitative evaluations of connection quality and maintenance frequency. |
No information available | |
Exportable Data Download of analytics and reports to Excel, PDF, or other formats. |
Data exports are available for analytics and reports in Excel/CSV. | |
Benchmarking Against Peers Comparison of portfolio, deal flow, or network activity to sector averages (where data is available). |
No information available |
Intuitive UI/UX Modern, responsive, and easily navigable interface suitable for varied user skill levels. |
Crunchbase Pro is known for having a modern, easy-to-navigate user interface. | |
Customizable Dashboards Personalized home screens and widgets for individual user roles. |
Dashboards and search experiences are customizable per user in Crunchbase Pro. | |
Role-Based Access Controls Granular permissioning to restrict or enable features per user/team. |
No information available | |
Onboarding Tools and Tutorials Guided walkthroughs, FAQs, and in-app help for fast ramp-up. |
No information available | |
Mobile Accessibility Responsive design or app for smartphones and tablets. |
Crunchbase Pro is mobile responsive, allowing access on smartphones and tablets. | |
Quick Search and Filter Powerful searching, sorting, and filtering of large datasets. |
The product offers advanced search and filtering based on multiple parameters. | |
Bulk Edit and Update Change attributes for many contacts, deals, or records simultaneously. |
No information available | |
Localization and Multi-Language Support Availability of platform in multiple languages and date/currency formats. |
No information available | |
Accessibility Compliance Adherence to ADA/WCAG accessibility standards. |
No information available | |
Contextual Help/Tooltips Instant, field-level explanations and guides throughout the application. |
No information available |
End-to-End Encryption Encryption of data both in transit and at rest. |
No information available | |
SOC 2/ISO 27001 Certification Adherence to industry-standard information security certifications. |
No information available | |
GDPR and CCPA Compliance Platform compliant with major data privacy legislations. |
Crunchbase states GDPR and CCPA compliance in its data processing policies. | |
Audit Logging Recording of all critical user actions for review and security. |
No information available | |
Multi-Factor Authentication Enhanced authentication methods beyond basic passwords. |
No information available | |
Granular Permission Management Fine-tuned abilities for admin to set user/view/edit/delete/access rights. |
No information available | |
Data Residency Options Choice of data storage in specific geographic locations to comply with policies. |
No information available | |
Secure API Tokens API keys and tokens managed with expiration and rotation capabilities. |
No information available | |
User Session Timeout Controls Configurable auto-logout after periods of inactivity. |
No information available | |
Disaster Recovery and Backup Automated data backup and rapid recovery processes. |
No information available |
In-App Messaging and Notifications Internal chat or direct messaging related to deals or contacts. |
No information available | |
Commenting and Activity Streams Real-time updates and threaded conversations tied to records. |
No information available | |
Deal Assignment and Ownership Ability to assign contacts, deals, or tasks to responsible team members. |
No information available | |
Shared Notes and Files Collaborative annotation and storage of deal- or contact-specific documents. |
No information available | |
Email Thread Sync Synchronization of relevant email threads to deal/contact records. |
No information available | |
Integrated Meeting Scheduling Calendaring tools for coordinating internal or external meetings. |
No information available | |
Approval Workflows Pre-defined, trackable processes for moving deals forward. |
No information available | |
Deal Room Access Virtual rooms for collaborating securely on sensitive transactions. |
No information available | |
Aggregate Team Calendar Unified view of meeting and event commitments across all team members. |
No information available | |
Task Assignment and Monitoring Delegation and deadline monitoring for deal-related tasks. |
No information available |
Multi-Office/Entity Support Ability to support multiple VC entities, offices, and regions in a single platform. |
No information available | |
Custom Workflows Build, adapt, and automate workflows tailored to unique team practices. |
Not as far as we are aware.* Crunchbase Pro is a fixed workflow platform; does not support custom automation workflows. | |
Custom Field and Template Creation User ability to define new fields, templates, and layouts. |
Not as far as we are aware.* Does not allow definition of new fields/templates for underlying Crunchbase company data. | |
Automated Business Rules Custom triggers and actions based on user-defined conditions. |
No information available | |
Bulk Update Capabilities Change many records with a single action, even at large scale. |
No information available | |
User Capacity The maximum number of concurrent users supported. |
No information available | |
Data Storage Capacity Supported storage for uploaded files and records. |
No information available | |
Plugin/Extension Marketplace Ecosystem for third-party and in-house add-ons. |
No information available | |
White-Labeling Ability to brand the platform with the VC firm's logo and colors. |
No information available | |
Performance at Scale Maintaining speed and usability as data and users grow. |
Crunchbase is designed to perform with millions of records and large numbers of users. |
24/7 Customer Support Round-the-clock access to help via chat, phone, or email. |
No information available | |
Dedicated Account Manager Assigned company contact for onboarding, issue resolution, and strategic guidance. |
No information available | |
User Training and Certification Structured training, webinars, and certifications for onboarding and proficiency. |
No information available | |
Comprehensive Documentation Extensive online guides, FAQs, and user manuals. |
Crunchbase provides extensive documentation and user guides, including content on support.crunchbase.com. | |
Implementation Support Expert-led deployment, system integration, and data migration assistance. |
No information available | |
Service Level Agreements (SLAs) Formal uptime and support guarantees from the vendor. |
No information available | |
Community Forums Online platforms for customers to share solutions and feedback. |
Crunchbase offers a community forum/support platform for feedback and peer interaction. | |
Product Roadmap Transparency Visibility into future product enhancements and updates. |
No information available | |
Custom Feature Requests Ability to suggest and sponsor new product features. |
No information available | |
Frequent Upgrades/Releases Regular cadence of feature improvements and bug fixes. |
Crunchbase Pro is regularly updated with new data and feature enhancements. |
Flexible Pricing Tiers Different plans based on features, users, or storage. |
Crunchbase offers different Pro/Enterprise pricing tiers and features. | |
Free Trial or Demo Access Risk-free opportunity for hands-on evaluation. |
Free trial and demo access is explicitly offered for Crunchbase Pro. | |
Transparent Billing Up-front clarity regarding all fees and renewals. |
All Crunchbase pricing and terms are shown transparently on the website. | |
Per-User Pricing Ability to scale spend as the team grows. |
Crunchbase charges on a per-user basis for Pro subscription. | |
Data Migration Cost Clear costing for bringing existing data into the new system. |
No information available | |
API/Integration Costs Costs associated with third-party integrations. |
No information available | |
Setup/Onboarding Fees Initial deployment and training charges. |
No information available | |
Discounts for Longer Term Commitment Savings for annual/multi-year subscriptions over monthly. |
No information available | |
Custom Enterprise Plans Negotiable feature bundles and pricing for large or multi-entity firms. |
There are enterprise plans with negotiable bundles and pricing for large teams. | |
Total Cost of Ownership Calculator In-platform tool for projecting all-in costs over time. |
No information available |
Solutions for evaluating startup technology stacks, code quality, scalability, technical debt, and intellectual property assets.
More Technical Due Diligence Tools
More Due Diligence ...
Automated Code Scans Support for automated code quality analysis, identifying technical debt, code smells, and adherence to best practices. |
No information available | |
Language Support Number of programming languages that the tool can analyze. |
No information available | |
Metric Coverage Variety of code quality metrics tracked (e.g., cyclomatic complexity, code duplication, test coverage). |
No information available | |
Custom Rule Definitions Allows creation or editing of custom code analysis rules. |
No information available | |
Continuous Integration Integration Ability to integrate with CI/CD pipelines to trigger scans automatically. |
No information available | |
Issue Reporting Generates actionable issue and remediation reports. |
Crunchbase Pro provides actionable company profiles, advanced search, and notifications for tracking and reporting, which relates to actionable issue/remediation reporting in the form of deal tracking and monitoring. | |
Visualization Provides visual dashboards or charts for code quality trends and hotspots. |
Crunchbase Pro offers dashboards and charts for funding rounds, growth, and industry trends, fulfilling visualization feature. | |
Refactoring Suggestions Offers automated suggestions or guidance for code improvements. |
No information available | |
Code Review Collaboration Enables team-based code review, comment, and approval workflows. |
No information available | |
Historical Analysis Ability to analyze code quality trends over time or across codebase versions. |
No information available | |
Open Source Dependency Scanning Checks for open-source packages, their licenses, and known vulnerabilities. |
No information available | |
API for Data Export Availability of API for exporting scan data/results. |
Crunchbase Pro provides API access for extracting company data and reports. | |
Automated Test Coverage Analysis Measures and reports on the percentage of code covered by tests. |
No information available |
Automated Load Testing Performs automated tests to simulate user traffic and stress on application components. |
No information available | |
Bottleneck Detection Identifies performance bottlenecks in code or infrastructure. |
No information available | |
Resource Utilization Metrics Monitors and reports on CPU, memory, and storage usage under various loads. |
No information available | |
Throughput Measurement Measures the system's throughput under test loads. |
No information available | |
Latency Tracking Tracks response times and latencies for various system operations. |
No information available | |
Scalability Simulation Simulates and models scaling scenarios (e.g. horizontal, vertical scaling). |
No information available | |
Cloud Readiness Assessment Analyzes how applications and workloads can be migrated or operated in cloud environments. |
No information available | |
Automated Reporting Generates reports on scalability and performance findings. |
Crunchbase Pro can generate automated funding, deal, and company activity reports. | |
Benchmark Comparisons Compares performance metrics against industry or historical benchmarks. |
No information available | |
Concurrency Testing Tests how well the application handles concurrent operations. |
No information available | |
Network Load Simulation Simulates network constraints (e.g. latency, packet loss) in testing scenarios. |
No information available | |
Service Degradation Identification Detects and reports at which points the system functionality degrades under load. |
No information available | |
Peak Load Estimation Estimates the maximum load the system can handle before failure. |
No information available |
Debt Identification Automation Automatically detects potential areas of technical debt. |
No information available | |
Debt Categorization Classifies debt into types (e.g. design, code, architectural). |
No information available | |
Debt Quantification Provides effort or cost estimates to address technical debt. |
No information available | |
Debt Tracking Tracks technical debt items over time for trend analysis. |
No information available | |
Impact Analysis Analyzes and reports the impact of technical debt on future development. |
No information available | |
Remediation Prioritization Ranks or prioritizes technical debt based on severity and risk. |
No information available | |
Integration with Issue Trackers Links technical debt items to Jira, GitHub Issues, etc. |
Crunchbase integrates with tools like Salesforce via Zapier and other integrations; possible to link findings (e.g., deals, company profiles) with external issue trackers. | |
Manual Annotation Allows manual input and tracking of technical debt not automatically detected. |
No information available | |
Visualization of Debt Hotspots Visual maps highlighting parts of the codebase with high technical debt. |
No information available | |
ROI Estimation Estimates potential ROI for technical debt remediation efforts. |
No information available | |
Change Impact Tracking Monitors how software changes affect technical debt. |
No information available |
Code Origin Tracing Analyzes codebase to trace third-party, open-source, or internally developed code. |
No information available | |
Open Source License Detection Detects open source usage and associated licenses. |
No information available | |
License Risk Assessment Identifies risky or incompatible open-source licenses in use. |
No information available | |
IP Ownership Mapping Maps and documents who owns or controls the codebase or platform IP. |
No information available | |
Patent Discovery Searches for pertinent patents held by the company. |
No information available | |
Potential Infringement Detection Flags possible IP infringements. |
No information available | |
SBOM (Software Bill of Materials) Generation Generates comprehensive inventories of third-party and open-source components. |
No information available | |
Export Control Compliance Assesses compliance with software export regulations. |
No information available | |
IP Portfolio Visualization Provides visual mapping of patents, copyrights, and trademarks. |
No information available | |
Data Export/Reporting Exports data for external legal review. |
Crunchbase Pro supports exporting company data and lists for further legal or investment review. | |
License Change Notification Notifies users on detected changes in license status. |
No information available |
Automated Architecture Diagramming Automatically generates diagrams of system/class/module dependencies. |
No information available | |
Modularity Assessment Evaluates modularity and separation of concerns in the architecture. |
No information available | |
API Surface Analysis Analyzes API surface size, versioning, and backward compatibility. |
No information available | |
Microservices Detection Detects presence and design of microservices in the stack. |
No information available | |
Documentation Coverage Measures the presence/quality of architecture documentation. |
No information available | |
Service Dependency Mapping Maps out internal and external service dependencies. |
No information available | |
Redundancy & High Availability Analysis Identifies points of failure and resiliency mechanisms. |
No information available | |
Data Flow Visualization Visualizes how data moves through the system. |
No information available | |
Change Impact Simulation Models potential impact of architectural changes. |
No information available | |
Legacy Component Identification Detects outdated or obsolete technologies in use. |
No information available | |
Cloud Native Compatibility Assesses if the architecture supports cloud-native principles. |
No information available |
Automated Vulnerability Scanning Performs security scans for known vulnerabilities in source and dependencies. |
No information available | |
Penetration Testing Supports or integrates with penetration testing tools/workflows. |
No information available | |
Security Policy Auditing Checks for adherence to internal security policies. |
No information available | |
Compliance Framework Mapping Assesses compliance against standards (e.g., SOC 2, ISO 27001, GDPR). |
Crunchbase offers compliance mapping features including tracking of GDPR and other compliance-related fields, especially for company profiles in regulated industries. | |
Dependency Vulnerability Alerts Notifies when new vulnerabilities are discovered in dependencies. |
No information available | |
Encryption Verification Verifies use of encryption in transit and at rest. |
No information available | |
Secrets Management Checks for secret/token exposure in code. |
No information available | |
Access Control Review Analyzes role-based access and permission models. |
No information available | |
Automated Patch Recommendations Suggests or applies patches for security vulnerabilities. |
No information available | |
Audit Logging Analysis Validates logging of security-relevant events. |
No information available | |
Incident Response Assessment Evaluates tools and protocols for incident detection and response. |
No information available |
Code Documentation Coverage Measures percentage of code adequately documented. |
No information available | |
Automated Documentation Generation Supports auto-generation of code or API docs. |
No information available | |
ReadMe/Onboarding Quality Qualitative review of onboarding materials and process. |
Crunchbase Pro provides guides and an onboarding process for new users, facilitating faster ramp-up. | |
Knowledge Base Integration Links to or includes wikis, FAQs, or internal documentation. |
No information available | |
Diagram Generation Creates diagrams for data flow, architecture, or infrastructure. |
Supports some diagram-style visualizations—in particular, interactive charts for ecosystem/network relationships. | |
API Documentation Completeness Evaluates documentation for each public API endpoint. |
No information available | |
Changelog Automation Automates changelog generation between software versions. |
No information available | |
Maintenance Guide Availability Availability of guides for system maintenance. |
Crunchbase provides resource guides and support documents on using the platform through its help center. | |
Onboarding Analytics Tracks onboarding time and pain points for new engineers. |
No information available | |
Documentation Search Functionality Powerful search in all available documentation. |
Crunchbase has robust search and filter functions (including full-text search) across companies and deals. |
API Integration Support Assesses how many types of standardized APIs are supported. |
No information available | |
Third-Party Tool Compatibility Confirms compatibility with common development, monitoring, and management tools. |
Crunchbase Pro is designed to be compatible with third-party platforms including Salesforce, Excel, and Zapier. | |
Plug-in Architecture Supports extension through plug-ins or modules. |
No information available | |
Data Import/Export Tools Supports easy migration or syncing of data. |
Data export/import is available for lists and profiles, supporting Excel/CSV and bulk data, which enables easy migration and syncing. | |
Webhooks/Event Streaming Supports event streaming or webhook-based integrations. |
No information available | |
Standard Protocol Support Supports industry-standard protocols (e.g., OAuth, SAML, REST, gRPC). |
Crunchbase allows integration with standard protocols and platforms, such as RESTful APIs and SSO (via enterprise package); standards like OAuth are supported. | |
SDK Availability Availability of official client SDKs for integration. |
No information available | |
Cross-Platform Compatibility Operates across multiple environments (e.g., Windows, Linux, macOS). |
Crunchbase Pro is web-based, so is cross-platform compatible (works on Windows, macOS, Linux via browser). | |
Native Cloud Integrations Prebuilt integrations for AWS, GCP, Azure, etc. |
No information available | |
Authentication/SSO Integration Supports connection to SSO and IAM providers. |
SSO integration is available for Crunchbase enterprise, supporting authentication and access management. |
Custom Report Builder Allows building custom reports from assessment data. |
No information available | |
Export Formats Supported Number of export formats supported (PDF, Excel, CSV, JSON, etc). |
No information available | |
Interactive Dashboards Provides dynamic, filterable dashboards for different data views. |
Interactive dashboards are available, with filters and data views on companies, funding rounds, and markets. | |
Automated Scheduling Enables scheduling regular reports delivery. |
No information available | |
Custom Alerts & Notifications Configurable notifications for key events/findings. |
Custom alerts for saved searches and monitored companies are supported. | |
API Access for Reports Allows API queries to retrieve any report dataset. |
API access for company and organization data retrieval is available through Crunchbase Pro. | |
Visualization Types Number of built-in chart/visualization types available. |
No information available | |
Role-Based Views Customizes views/reports by user role (e.g., engineer, investor). |
Role-based dashboards/profiles are available for users with different access levels. | |
Shareable Report Links Generates secure, shareable links for stakeholder access. |
Shareable links for lists and profiles are supported for collaboration with team members or external parties. | |
Historical Data Comparison Supports side-by-side comparison of past and present assessment results. |
Crunchbase can compare funding and company data over time, supporting historical comparisons. |
Multi-User Access Allows multiple users to participate in analysis/review. |
Crunchbase Pro supports multi-user access with team management features. | |
Role-Based Permissions Supports granular roles and access rights. |
Granular user role and permission settings are available, especially on enterprise plans. | |
Task Assignment Assigns review tasks or remediation actions to team members. |
No information available | |
In-Tool Commenting/Annotation Enables commenting directly on findings or code. |
No information available | |
Integration with Project Management Tools Pushes findings and tasks to external systems like Jira, Trello, Asana. |
Third-party integration (e.g. via Zapier) with project management tools is possible. | |
Collaboration History/Tracking Tracks changes, comments, and actions taken in collaborative reviews. |
No information available | |
User Notifications Notifies users of mentions, assignments, or status changes. |
Users can receive notifications for saved searches, changes to companies, and market alerts. | |
Workflow Customization Supports custom workflows tailored to specific due diligence processes. |
No information available | |
Document/File Attachments Allows uploading and linking supporting documentation within reviews. |
Crunchbase allows file attachments and note-taking for various profiles and lists. | |
Audit Trail Maintains a secure record of all changes and actions for compliance/audit purposes. |
Change history and user activity tracking (for compliance/audit purposes) is supported on enterprise/team plans. |
Software for comparing multiple investment opportunities across standardized criteria, historical benchmarks, and strategic priorities.
More Deal Comparison Tools
More Investment Committee ...
Multiple Data Source Support Ability to connect and fetch from CRM, Excel, Google Sheets, dealrooms, and other data providers. |
Crunchbase Pro supports connections to some external data providers (CSV/Excel imports) and contains primary company/feed data; limited support for direct CRM or dealroom integration. | |
Real-time Data Sync Automatic updating of deal data as information changes in source systems. |
Not as far as we are aware.* Crunchbase Pro does not generally provide true live sync with external CRMs; data updates primarily from Crunchbase's ingest and manual refresh. | |
Custom Data Field Mapping Flexible mapping of imported data to standardized internal fields. |
No information available | |
API Access Availability of APIs for inbound and outbound data integration. |
Crunchbase Pro provides API access for users with appropriate tier/subscription. | |
Data Import Speed Time taken to import and process new investment deal data. |
No information available | |
Historical Data Backfill Ability to upload and reconcile past deal data for benchmarking and analysis. |
No information available | |
Duplicate Detection Automated detection of duplicate deals in the system. |
No information available | |
Data Quality Checks Inbuilt validation to flag missing or suspicious data on import. |
No information available | |
Version Control Keeps track of changes and revisions to deal data over time. |
No information available | |
Bulk Import/Export Support for uploading/downloading data for multiple deals at once. |
Users can upload and export lists in bulk (CSV/Excel functionality mentioned in docs). | |
Custom API Rate Limits Ability to customize the number of API calls for data ingestion. |
No information available | |
Third-party Marketplace Integrations Direct integration with public/private deal platforms for new opportunities. |
No information available |
Customizable Scoring Templates Definition and adjustment of scoring templates to suit unique investment theses. |
Not as far as we are aware.* Crunchbase Pro does not provide custom scoring templates—primarily relies on search and list building, not investment rubric. | |
Weighted Scoring Ability to assign different weights to evaluation criteria (e.g., management, market size). |
No information available | |
Benchmark Comparison Comparison of deal criteria against internal or industry benchmarks. |
No information available | |
Automated Ranking System-generated rankings of deals based on scoring outcomes. |
No information available | |
User-defined Criteria Option to add, delete or modify evaluation criteria. |
No information available | |
Qualitative & Quantitative Inputs Supports both numeric ratings and qualitative comments. |
No information available | |
Rubric Sharing Ability to share evaluation frameworks with committee members or portfolio managers. |
No information available | |
Custom Threshold Alerts Automated flagging of deals that do not meet minimum criteria. |
No information available | |
Scorecard Export Export marked-up scorecards to Excel, PDF, or slides. |
Scorecards or lists can be exported to Excel or CSV. | |
Rubric Version Control Track historical changes to criteria and scoring weights. |
No information available | |
Criteria Normalization Adjust scores for outliers or scale differences. |
No information available | |
Multi-stage Evaluation Support Scoring adapts as deals progress through diligence stages. |
No information available | |
Criteria Library Access to a repository of industry-standard evaluation criteria. |
No information available |
Deal Assignment Assign deals to reviewers or investment committee subgroups. |
No information available | |
Role-based Access Control User roles limiting editing, viewing, and commenting capabilities. |
Crunchbase Pro allows for user-based roles with some access distinctions. | |
Integrated Messaging Team chat, comments, and threaded discussions in app context. |
No information available | |
Polling/Voting Structured votes per deal or decision point. |
No information available | |
Anonymized Voting Option for secret ballots to prevent bias. |
No information available | |
Approval Workflow Automation Automated routing of deals through stages based on votes/inputs. |
No information available | |
Meeting Notes & Minutes Organized notetaking linked to specific deals or agenda items. |
No information available | |
Action Item Assignment Allocate follow-ups and diligence tasks to specific team members. |
No information available | |
Comment Threading Organize discussions at the deal, company, or criteria level. |
No information available | |
Email & Calendar Integration Sync meetings, reminders, and communications with external calendars. |
No information available | |
Collaboration Analytics Metrics on participation, voting attendance, and feedback quality. |
No information available | |
External Advisor Participation Limited-access portal for outside reviewers or consultants. |
No information available |
Side-by-side Comparison View Display multiple deals simultaneously with aligned data columns. |
Crunchbase Pro's compare lists and side-by-side company data functionality supports this. | |
Custom Chart Builder Build visualizations (bar, spider, scatter, etc.) from deal criteria. |
Users can build simple charts and tables with data exports; in-app visualizations are limited. | |
Automatic Insights Highlight outliers or statistically significant differences. |
No information available | |
Benchmark Overlay Visual overlays with industry or portfolio benchmarks. |
No information available | |
Portfolio Fit Analysis Align deals against current portfolio for diversification/gap analysis. |
No information available | |
Trend Identification Automatic surfacing of patterns across time, stage, or sector. |
No information available | |
Geographic Mapping Plot companies or deals by location. |
Crunchbase Pro offers basic map-based visualization for company locations. | |
Scenario Modeling Test criteria weight or assumptions and see impact on deal ranking. |
No information available | |
Custom Field Filtering Filter visible deals by any property or score. |
Crunchbase Pro enables list filtering by funding, stage, region, and a variety of company fields. | |
Export Visualizations Download charts and views for presentations. |
Exports of visual data and search results to CSV/Excel supported. | |
Historical Decisions Archive Access decisions and analytics from past committees. |
No information available | |
Visualization Speed Time taken to render comparative dashboards for a set of deals. |
No information available |
Integrated Deal Room Built-in document storage tied to each deal/candidate. |
No information available | |
Document Version History Keep all revisions and reference previous versions. |
No information available | |
Access Permissions Granular control over who can view/edit specific documents. |
Crunchbase allows for user role permissions for viewing or editing lists and searches. | |
Automated Diligence Checklist Customizable lists of required diligence items per deal. |
No information available | |
Completion Tracking Monitor progress on diligence items or document uploads. |
No information available | |
E-signature Integration Collect and store signatures for NDAs or committee sign-offs. |
No information available | |
Document Annotation Highlight, comment, and mark up uploaded files. |
No information available | |
Indexing and Search Full-text search across all deal-related documents. |
Full-text search is core to Crunchbase Pro for companies and deals. | |
Download Speed Speed of downloading documents from the platform. |
No information available | |
Document Expiry Notifications Automated reminders for documents nearing expiration (e.g., term sheets, NDAs). |
No information available | |
Third-party Doc Storage Integration Ability to link Google Drive, Dropbox, or Box. |
Integration to Google Drive is supported via download/upload; no real-time link. |
End-to-End Encryption All data and communications are encrypted at rest and in transit. |
Crunchbase uses HTTPS, and at-rest encryption is mentioned in the privacy policy. | |
GDPR Compliance Platform adheres to GDPR data privacy requirements. |
Crunchbase states GDPR compliance in their privacy documentation. | |
SOC 2 Certification Provider is certified for secure & reliable data handling (SOC 2, Type II, etc). |
Not as far as we are aware.* No public information about SOC 2 certification. | |
Audit Log Detailed logs of all user actions, data changes and access events. |
No information available | |
Multi-factor Authentication Support for additional login verification. |
No information available | |
Role-based Security Policies Configurable permissions for different user types. |
Crunchbase offers user management and role-based access settings. | |
Data Residency Options Choice of hosting data in specific countries or regions. |
No information available | |
Single Sign-On (SSO) Centralized authentication using enterprise credentials. |
Single sign-on (SSO) is available in Crunchbase Enterprise, so may not be in Pro. | |
Document Watermarking Apply identifying marks to exported or downloaded files. |
No information available | |
Session Timeout Automatic logout after inactivity. |
No information available | |
Custom Data Retention Policies Automated purging or archiving of data after specified timeframes. |
No information available |
Mobile/Tablet Access Optimized interface for smartphones and tablets. |
Crunchbase Pro is web-based and mobile-browser optimized, but no native app. | |
Customizable Dashboards Users can configure their own home views and alerts. |
No information available | |
Accessibility Compliance Follows standards (WCAG 2.1, Section 508, etc.) for visually/hearing impaired users. |
Crunchbase interfaces follow good accessibility practices, but specific compliance is not documented. | |
User Onboarding Tutorials Integrated guidance and best practices for new users. |
No information available | |
Interface Language Options Supports multiple languages/localizations. |
Localization and language options are provided for search. | |
Search Functionality Quick search through deals, investors, and documents. |
Strong keyword and advanced filter search option throughout product. | |
Notification Settings Customizable push/email/reminder settings for different users. |
No information available | |
Performance Speed Typical page load or navigation time under normal conditions. |
No information available | |
Custom Theme/Branding Option to add firm logo, colors, and branding. |
No information available | |
Offline Mode Access and update data without an active internet connection. |
No information available | |
Bulk Actions Perform actions (e.g., delete, assign, export) for multiple deals at once. |
Bulk actions like exporting and list operations existed in UI. |
Custom Alert Triggers Define rules for sending alerts based on data changes, deadlines, or deal activity. |
Custom list and alert creation by user; basic workflow for alert-triggering. | |
Email Notifications Immediate or digest alerts to registered email addresses. |
Email notifications on alerts and saved searches. | |
In-app Reminders Pop-up and dashboard reminders for tasks, meetings, or pending actions. |
No information available | |
Push Notifications Mobile and desktop notification support. |
Push notifications supported for news alerts in browser, but not native mobile. | |
Digest Summary Reports Periodic summary (daily/weekly) of activity and new deals. |
No information available | |
Escalation Policies Rules for escalating overdue tasks or reviews to managers or admins. |
No information available | |
Custom Notification Channels Ability to enable/disable notifications through email, app, or SMS per user. |
No information available |
Industry Benchmark Import Pull standard benchmarks (valuation, growth, exit multiples) for comparison. |
Crunchbase allows some industry data overlays in lists, but not full import/export of outside valuation benchmarks. | |
Market Data Integration API integration with PitchBook, Crunchbase, CB Insights or others. |
API access to PitchBook/other third-party data not direct in Pro; Crunchbase itself is a data provider. | |
News Feed Integration Automatically surface relevant news and updates about companies in pipeline. |
Company news feeds are present in Pro with company profile monitoring. | |
Valuation Database Connection Linkage to third-party private market valuation sources. |
Crunchbase contains extensive valuation and funding round data, though not all from third-party sources. | |
Screener Import Bulk or API import from external deal screeners. |
No information available | |
External Investment Signals Surface deals trending in public/private news or funding announcements. |
No information available | |
Company Registry Lookup Automatic profile enrichment from government or public registries. |
Company profiles are frequently enriched from government and public filings. | |
Benchmark Update Frequency How often external benchmarks and data are refreshed. |
No information available | |
Alert on Benchmark Shifts Notify committee of significant industry or market changes. |
No information available |
Automated Committee Packets Generate board/committee-ready materials with selected deals and analytics. |
No information available | |
Custom Report Templates Create and reuse templates for different meeting types or LP deliverables. |
No information available | |
PDF/Excel Export Download reports, scorecards, or data for offline sharing or backup. |
Exports to Excel/CSV and PDF supported. | |
Scheduled Report Delivery Email or save reports on a pre-set schedule (e.g. before meetings). |
No information available | |
Granular Export Controls Limit fields exported to maintain confidentiality or data minimization. |
No information available | |
Audit Trail Export Generate exportable logs of key decisions and actions. |
No information available | |
Regulatory Filing Formats Produce outputs in forms required by regulatory bodies or investors. |
No information available | |
Export Speed Average time to generate and download a full report package. |
No information available |
Dedicated Account Manager Named rep for onboarding and ongoing support. |
No information available | |
24/7 Support Availability Around-the-clock help via live chat, email, or phone. |
No information available | |
Knowledge Base & Self-help Extensive documentation, use cases, and FAQs. |
Crunchbase offers public help docs, FAQs, and a searchable support knowledge base. | |
Customization Services Ability to have custom features or integrations built. |
No information available | |
Implementation Speed Typical onboarding and simple configuration timeline. |
No information available | |
Uptime Guarantee Service Level Agreement (SLA) on system reliability. |
No information available | |
Dedicated Training Sessions Live or on-demand training for clients’ staff. |
No information available | |
Custom Integrations Capacity to build connectors to unlisted third-party software. |
No information available | |
User Feedback Loops Mechanisms for users to suggest improvements and new features. |
No information available |
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