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Wefunder Marketplace from Wefunder
Facilitates investments in startups with a focus on making investment accessible to more people. Offers unique features such as a streamlined investment process and support for various types of funding rounds.
Product analysis by function
Investment Opportunity Marketplaces for Deal Sourcing and Origination
Platforms connecting startups seeking funding with venture capital firms, providing standardized information formats and initial screening mechanisms.
More Investment Opportunity Marketplaces
More Deal Sourcing and Origination ...
Deal Discovery & Search
(8 Yes /8 Known /13 Possible features)
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Advanced Search & Filters Allows users to search and filter deals by sector, stage, geography, valuation, traction, and other parameters. |
Wefunder allows users to search, browse, and filter startups by industry, stage, valuation, and more, fulfilling requirements for advanced search and filters. | |
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Saved Searches Enables users to save customized search criteria for quick access in the future. |
Wefunder enables logged-in users to save custom search or deal preferences. | |
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Automated Deal Alerts Platform notifies users automatically when new deals matching specified criteria are listed. |
Registered users receive alerts about deals matching their interests. | |
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Deal Tagging Ability to tag and categorize deals for efficient organization and retrieval. |
Wefunder supports deal tagging by category and vertical for efficient organization. | |
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AI-Driven Recommendations Uses AI or machine learning to suggest relevant deals based on user behavior or preferences. |
No information available | |
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Keyword Search Full-text search capability within deal descriptions, team bios, etc. |
Site provides keyword and full-text search across deal profiles. | |
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Saved Favorites Allows users to bookmark or favorite deals for future review or collaboration. |
Users can mark startups as favorites for later review. | |
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Watchlists Users can track select deals/companies and receive updates on activity. |
Wefunder offers watchlist-like functionality, allowing users to follow deals and get updates. | |
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Collaborative Search Spaces Allows teams or syndicates to search, share, and discuss deals collaboratively. |
No information available | |
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Map-Based Discovery Displays deals geographically for location-driven discovery. |
No information available | |
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Filter by Syndicate/Lead Investor Find deals sponsored or led by particular funds, angels, or syndicates. |
Deals can be filtered by lead investor/syndicate on platform. | |
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Deal Trending Indicators Shows deals with rising interest or activity among other users. |
No information available | |
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Number of Filters Total number of selectable filters to refine and tailor searches. |
No information available |
Data Standardization & Quality
(7 Yes /7 Known /12 Possible features)
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Standard Deal Templates Deals presented using standardized information templates (e.g., team, traction, business model). |
Deal pages use standardized sections for describing team, traction, market, etc. | |
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Automated Data Validation System checks and flags inconsistent, missing, or invalid data entries automatically. |
No information available | |
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Document Upload & Management Ability to upload and store key documents (pitch decks, financials) in standard formats. |
Startups upload pitch decks and key documents in platform-native formats. | |
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Integrated e-Signatures Digital signature integration for NDAs or term sheets. |
No information available | |
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Structured Q&A Template-driven Q&A sections with standardized topics for founders/VCs. |
No information available | |
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API Data Feeds Supports real-time data feeds for company data, cap tables, or KPIs. |
No information available | |
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Third-Party Data Enrichment Integrates with external data providers to enhance or verify company data. |
Wefunder pulls business data from LinkedIn, Crunchbase, and other sources visible on profiles. | |
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Audit Trail Maintains logs of data changes and accesses for compliance and transparency. |
Platform provides an audit trail of deal changes, visible through update logs on each startup page. | |
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Founder/Company Profiles Rich, structured profiles with bios, LinkedIn, and references. |
Founder and team bios are available in detail, with LinkedIn references. | |
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Traction Metrics Standardization Revenue, users, and growth metrics are reported using uniform definitions and intervals. |
Traction metrics such as revenue (MRR/ARR), user count, etc. are standardized in deal descriptions. | |
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Team & Advisor Verification Ability to verify team identities and credentials (e.g., via LinkedIn, Clearbit). |
LinkedIn, AngelList, and identity verification visible for founders/advisors. | |
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Field Completeness Indicator Shows what % of required fields are completed for each deal. |
No information available |
Screening & Scoring Tools
(0 Yes /0 Known /10 Possible features)
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Automated Deal Scoring System generates suitability scores for each deal using defined criteria (e.g., fit, traction, team). |
No information available | |
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Customizable Scoring Models Investors can tweak the weighting of deal attributes to suit thesis. |
No information available | |
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Human/AI Hybrid Screening Supports both automated and manual screening workflows. |
No information available | |
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Multi-Stage Screening Workflow Ability to assign deals to multiple screening stages (e.g., initial review, deep dive). |
No information available | |
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Red Flag Detection Highlights concerns such as missing data, adverse events, or conflicts. |
No information available | |
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Screening Custom Checklists Investors can set checklists or qualifying questions per deal stage. |
No information available | |
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Automated Background Checks Background and reference checks can be run via third party integrations. |
No information available | |
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Ranking & Prioritization Dashboard Visual dashboards for managing deal flow by score, priority, or stage. |
No information available | |
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Screening Turnaround Time Average time taken for initial deal screening. |
. | No information available |
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False Positive/Negative Rate Assesses screening efficacy by tracking incorrectly flagged deals. |
. | No information available |
Collaboration & Workflow
(5 Yes /5 Known /10 Possible features)
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Deal Sharing Ability to share deals securely with colleagues, partners, or LPs. |
Deals can be securely shared with others via unique links and network sharing functionality. | |
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Permissioned Access Controls Granular permissions for who can view, edit, or comment on deals. |
Admin and team roles have different access and permissions within syndicates. | |
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Real-Time Messaging & Comments Threaded conversations on deals among team members or external collaborators. |
User comments, messaging, and public forum threads exist for each deal. | |
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Deal Rooms Virtual rooms for each deal to centralize documents, discussions, and tasks. |
No information available | |
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Task Assignment & Tracking Assign, track, and manage tasks related to specific deals. |
No information available | |
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Calendar Integration Syncs deal milestones, meetings, and deadlines to calendars. |
Users can add events and reminders that sync with their personal calendars. | |
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Approval Workflows Multi-level approval mechanisms for progressing deals. |
No information available | |
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Group Voting Allows team voting on progression or rejection of opportunities. |
No information available | |
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Deal Timeline Visualization Visual representation of deal progress and key events. |
Visual timelines for fundraising progress and updates are displayed for each deal. | |
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Number of Collaborators per Deal Maximum number of collaborators allowed per deal. |
No information available |
Due Diligence Support
(3 Yes /3 Known /10 Possible features)
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Due Diligence Checklists Pre-configured and customizable checklists for different deal types and stages. |
No information available | |
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Document Request & Management Automates requests for due diligence documents and organizes received files. |
Founders are prompted to upload due diligence-related documents, and investors can request documents via platform. | |
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Data Room Integration Integration with secure data rooms for sensitive documents. |
Wefunder integrates with secure virtual data rooms for document sharing. | |
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Integration with External Diligence Tools Connectivity to background, legal, or technical analysis services. |
No information available | |
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Customizable Reporting Templates Provides templates for investment memos and diligence reports. |
No information available | |
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Red Flag Reporting Automated and manual reporting of identified diligence issues. |
No information available | |
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Automated Reference Checks Requests and tracks founder and customer/reference checks through integrated tools. |
No information available | |
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Track Diligence Progress Visual dashboards showing completeness and outstanding items. |
No information available | |
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External Advisor Access Enables external experts to participate securely in diligence. |
Platform offers secure, invitation-based access for outside legal/accounting advisors. | |
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Time to Complete Diligence Tracks average/expected time to complete diligence per deal. |
No information available |
Integration & Interoperability
(4 Yes /4 Known /10 Possible features)
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CRM Integration Connects with leading CRM systems (Salesforce, Hubspot, Affinity) for data flow. |
Wefunder provides CRM-like features and supports exports for integration with other CRM platforms. | |
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API Access Provides robust APIs for data extraction, deal flow sync, or workflow automation. |
No information available | |
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Calendar Integration Synchronizes with Google, Outlook, or other calendar apps. |
Calendar events for funding timelines and deadlines are exportable to Google/Outlook calendars. | |
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Email Integration Links with email systems for deal notifications, communication, and updates. |
No information available | |
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Slack/Messaging Integrations Ability to post deal updates directly to Slack or similar tools. |
No information available | |
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Document Storage Integration Connects to Box, Dropbox, Google Drive, etc. for document handling. |
Documents can be linked or uploaded from Google Drive, Dropbox. | |
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Analytics & BI Tool Integration Integration with Tableau, Power BI, or similar for custom analytics. |
No information available | |
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Syndicate/LP Portal Integration Lets syndicates or LPs access and review deal flow externally. |
No information available | |
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Third-Party KYC/AML Integration Links with compliance solutions for background verification. |
Wefunder enables KYC/AML through integrations with Plaid and compliance providers. | |
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Number of Supported Integrations Count of native, out-of-the-box software integrations. |
No information available |
User Experience & Accessibility
(5 Yes /5 Known /10 Possible features)
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Responsive Web Design Optimized and consistent experience on all device types. |
Wefunder uses a responsive web design viewable on any device. | |
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Native Mobile App Availability of full-featured iOS/Android apps. |
No information available | |
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Multi-Language Support User interface supports localization into multiple languages. |
No information available | |
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Accessibility Standards Compliance Follows WCAG/ADA accessibility best practices (screen reader, keyboard nav, etc.). |
No information available | |
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User Onboarding Tools Guided tours, training modules, and knowledge base. |
Knowledge base and guided onboarding are available for new users. | |
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Customizable Dashboards Users can configure dashboard views to match their workflow. |
Dashboards can be configured for different user types (investor, lead, founder). | |
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Notifications & Alerts Customizable, real-time notifications on key events or changes. |
Real-time and customizable email and platform notifications for new deals, fundraising milestones, and comments. | |
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User Roles & Profiles Multiple user types each with tailored permissions and views. |
Multiple user roles and tailored permissions for investors, founders, and leads. | |
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Average Page Load Time Speed at which main dashboard or deal pages load. |
No information available | |
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Number of Supported Languages Total different languages available in the user interface. |
No information available |
Security & Compliance
(5 Yes /5 Known /10 Possible features)
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Data Encryption at Rest & in Transit Sensitive data is encrypted both in storage and when transmitted. |
Data is encrypted at rest and in transit, per Wefunder privacy and security statements. | |
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Multi-Factor Authentication Supports 2FA/MFA for user logins. |
Multi-factor authentication is available for account login and investor identity verification. | |
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Role-Based Access Controls Define access rights at granular (field/record) level. |
Role-based permissions allow granular access for different user types. | |
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SOC2/ISO Certification Provider is certified for industry standard security compliance. |
No information available | |
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Data Residency Options Ability to choose country/territory for data storage to meet local laws. |
No information available | |
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Regular Penetration Testing Undergoes periodic penetration tests and provides results. |
No information available | |
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Audit Logging Comprehensive audit logs of user actions available. |
Platform provides audit logs for important user actions, especially for funding and identity changes. | |
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GDPR & CCPA Compliance Tools Tools for subject data access, deletion, and notification. |
Complies with GDPR and CCPA, and users can request data deletion and access. | |
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DDoS Protection Built-in mechanisms to protect against attack attempts. |
No information available | |
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Incident Response Time Provider's SLA on detecting and responding to security incidents. |
No information available |
Analytics & Reporting
(7 Yes /7 Known /10 Possible features)
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Deal Flow Metrics Tracks sourced, reviewed, and invested deals over time. |
Detailed analytics visible to founders and investors: deal page views, investments, and more. | |
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Custom Reports Builder Users can construct custom dashboards and reports. |
Founders and lead investors can generate custom reports from the dashboard. | |
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Export Options Reports and data can be exported in various formats. |
Platform supports export options for reports in PDF/CSV. | |
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Conversion Funnel Visualization Shows stage-by-stage deal progression and conversion rates. |
Stage-by-stage funnel visualization exists for deals in pipeline analytics. | |
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Portfolio Analytics High-level tracking of portfolio composition and performance. |
Portfolio overviews and performance dashboards are offered for investors. | |
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Time on Market Metrics Track days from deal listing to closure. |
Time from listing to close is tracked, and analytics are provided. | |
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Benchmark Data Comparison Compares deal or portfolio metrics to industry benchmarks. |
No information available | |
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Number of Pre-Built Reports Total pre-configured report templates available. |
No information available | |
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Report Generation Time Average time taken to generate a standard report. |
No information available | |
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Custom Field Support Ability to add and analyze user-defined custom fields. |
Custom fields can be added to deals, such as investor notes. |
Platform Coverage & Ecosystem
(6 Yes /6 Known /10 Possible features)
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Number of Active Deals How many open deals are currently listed at any time. |
No information available | |
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Startup Diversity Coverage of industries, geographies, stages, and demographics. |
Wefunder lists startups from a broad range of industries, geographies, and demographics. | |
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Investor Network Size Number of verified VC/investor users on the platform. |
No information available | |
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Vetted Advisors & Experts On-platform access to trusted diligence or operating partners. |
Verified expert investors and founder advisors are present and often highlighted in deal rooms. | |
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Event Hosting & Networking Host and discover virtual or in-person pitch events and webinars. |
Regularly hosts pitch events, town halls, and webinars for networking. | |
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Marketplace Liquidity Typical time for deals to attract leads or engagement. |
No information available | |
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Syndicate/Angel Investor Participation Ability for syndicates or angels to proactively lead or participate. |
Syndicates and angel groups can lead or participate directly; visible on the platform. | |
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Cross-Border Deal Support Platform supports international deals and legal/compliance needs. |
Wefunder supports cross-border investments and compliance for international investors. | |
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Alumni or Portfolio Management Ongoing tracking and engagement with past deals/investments. |
Portfolio management features include tracking for past investments and company alumni. | |
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Ecosystem Partner Integrations Native integration with law firms, banks, service providers, etc. |
No information available |
Pricing, Billing, & Support
(6 Yes /6 Known /10 Possible features)
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Transparent Pricing Clear, published pricing tiers with no hidden fees. |
Wefunder has publicly disclosed, transparent pricing for investors and founders. | |
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Free Trial/Proof of Concept Ability to evaluate platform with a trial or pilot phase. |
Free registration, trial, and 'invest as little as $100' applies for evaluating features. | |
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Tiered Service Levels Multiple pricing/service tiers to fit different user types and budgets. |
Offers basic, advanced, and custom service tiers depending on investment sizes and user needs. | |
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Custom Enterprise Plans Supports tailored pricing and SLA for large organizations. |
Custom plans and enterprise support offered for large funds and syndicates. | |
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Dedicated Account Manager Personal customer success contacts for high-value users. |
No information available | |
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24/7 Technical Support Round-the-clock access to technical help. |
No information available | |
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Knowledge Base & Help Center Comprehensive online resources for self-service. |
Help center and knowledge base publicly available online. | |
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Platform Uptime SLA Guaranteed system availability as a percent of time. |
No information available | |
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Average Support Response Time Typical time to first response from support. |
No information available | |
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Training & Onboarding Services Offers training sessions or onboarding support for new users. |
Training videos, FAQs, and onboarding webinars are provided for new users. |
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Investor Management
(8 Yes /8 Known /12 Possible features)
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Investor CRM Comprehensive customer relationship management system specifically designed for tracking investor interactions, communications, and preferences |
Wefunder facilitates tracking of investor commitments and communications, consistent with a basic CRM designed for investor management. | |
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Investor Portal Secure online platform where investors can access their investment information, documents, and performance metrics |
Website provides a secure dashboard for investors to access their investments, documentation, and messages, meeting portal requirements. | |
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Investor Onboarding Digital process for efficiently bringing new investors into the fund with necessary documentation and compliance checks |
Users can onboard, submit documents, and complete investment via digital workflows on Wefunder. | |
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KYC/AML Integration Built-in or integrated Know Your Customer and Anti-Money Laundering verification capabilities |
Wefunder is SEC/FINRA regulated and supports investor verification, suggesting KYC/AML is integrated. | |
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Investor Segmentation Ability to categorize investors based on various criteria for targeted communications |
The platform allows grouping and targeting updates to different investor segments. | |
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Digital Signature Support Functionality that allows for legally binding electronic signatures on subscription documents |
No information available | |
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Investor Communication Tools Systems for mass emails, notifications, and updates to investor groups |
Wefunder allows company updates and notifications to reach all or select investors. | |
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Investor Analytics Data-driven insights into investor behavior, preferences, and potential |
The platform provides analytics to issuers regarding investor demographics and other behavior. | |
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Maximum Investor Accounts The maximum number of individual investor accounts the platform can efficiently manage |
No information available | |
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Investor Document Repository Centralized storage system for investor-related documents with access controls |
Investor documents are available in the platform dashboard for both issuers and investors. | |
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Investor Meeting Scheduler Tools to coordinate and schedule meetings with potential or current investors |
No information available | |
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LP Advisory Committee Management Features to manage communications and governance activities with limited partner advisory committees |
No information available |
Fundraising Workflow
(7 Yes /7 Known /12 Possible features)
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Pipeline Management System for tracking potential investors through various stages of the fundraising process |
Issuer dashboards allow companies to manage inbound investor interest and track fundraising pipeline. | |
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Capital Call Automation Tools to automate the process of calling committed capital from investors when needed |
No information available | |
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Distribution Automation System for managing and processing returns and distributions to investors |
No information available | |
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Subscription Document Automation Automated generation and processing of investment subscription documents |
Subscription document signing and processing are automated as part of the closing workflow. | |
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Due Diligence Room Secure virtual environment where potential investors can review fund documentation |
A virtual due diligence/data room is provided for investors during the offering process. | |
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Fundraising Analytics Metrics and analysis tools to track fundraising progress against targets |
The platform provides fundraising analytics/dashboards to issuers. | |
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Side Letter Management Tools to track and manage special terms agreed with specific investors |
No information available | |
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Waterfall Calculations Automated calculations of distribution waterfalls according to fund terms |
No information available | |
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Fundraising Target Tracking Tools to monitor progress toward fundraising goals with visual dashboards |
Issuers can track their progress toward fundraising goals via dashboards. | |
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Commitment Tracking System to track investor commitments, including soft commitments and firm commitments |
Wefunder tracks investor commitments throughout the process. | |
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Processing Speed for Documents The time required to process subscription documents |
No information available | |
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Multi-Fund Fundraising Capability to manage fundraising processes for multiple funds simultaneously |
Wefunder supports multiple simultaneous offerings and fundraising for many projects. |
Deal Flow Management
(3 Yes /3 Known /12 Possible features)
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Deal Pipeline Tracking System for monitoring potential investments through stages of consideration |
No information available | |
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Deal Scoring Methodology for evaluating and ranking potential investment opportunities |
No information available | |
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Due Diligence Workflow Structured process for conducting and documenting investment due diligence |
Due diligence tools are provided for issuers within the onboarding process and investor review. | |
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Deal Source Analytics Analysis of which sources provide the most valuable investment opportunities |
No information available | |
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Deal Documentation Management System for organizing and accessing documents related to investment opportunities |
Wefunder acts as a central document repository for fundraising documentation. | |
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Deal Team Collaboration Tools Features that facilitate team communication and collaboration on potential deals |
No information available | |
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Investment Committee Workflow Process management for investment committee reviews and approvals |
No information available | |
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Maximum Active Deals The maximum number of investment opportunities the platform can effectively track simultaneously |
No information available | |
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Industry Classification System for categorizing deals by industry or sector for analysis |
No information available | |
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Deal Comparisons Tools to compare multiple potential investments across various metrics |
No information available | |
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Investment Thesis Alignment Features to assess how well deals align with the fund's investment thesis |
No information available | |
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Deal Progress Notifications Automated alerts about significant developments in the deal pipeline |
Issuers are notified of investment pipeline events and status updates automatically. |
Reporting & Analytics
(4 Yes /4 Known /12 Possible features)
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Performance Reporting Generation of reports showing fund performance metrics like IRR, TVPI, DPI |
Performance reporting and fundraising progress are provided via dashboards. | |
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Customizable Dashboards User-configurable visual displays of key metrics and information |
No information available | |
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Portfolio Company Reporting Tools for tracking and reporting on the performance of portfolio companies |
No information available | |
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Investor-Specific Reporting Ability to generate reports tailored to individual investors' holdings |
No information available | |
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Real-time Data Visualization Dynamic visual representation of fund data updated in real-time |
No information available | |
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Regulatory Reporting Features to assist with generating reports required by regulatory bodies |
Wefunder's infrastructure is structured to comply with SEC/FINRA regulations, implying regulatory reporting features. | |
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Tax Document Generation Automated creation of tax-related documents for investors |
Wefunder provides automated tax documentation to investors as required for investment platforms. | |
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ESG Reporting Capabilities for tracking and reporting on environmental, social, and governance factors |
No information available | |
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Report Delivery Automation System for scheduling and distributing reports to stakeholders |
Reports and statements are distributed automatically to investors and issuers. | |
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Historical Data Analysis Tools for analyzing trends and patterns in historical fund data |
No information available | |
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Report Generation Time Average time required to generate complex custom reports |
No information available | |
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Data Export Options Formats available for exporting data (CSV, Excel, PDF, etc.) |
No information available |
Compliance & Security
(5 Yes /5 Known /12 Possible features)
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Regulatory Compliance Framework Built-in controls to ensure operations comply with relevant regulations |
Regulatory compliance is central to Wefunder's business model as a regulated funding portal. | |
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Data Encryption Encryption of sensitive data both in transit and at rest |
Website indicates use of HTTPS and secure hosting, suggesting sensitive data is encrypted. | |
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Role-Based Access Control System for limiting user access to appropriate functions and data |
Issuer dashboards allow granular access rights and account privileges, indicating role-based access. | |
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Audit Trail Comprehensive logging of all system activities for accountability |
No information available | |
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Multi-Factor Authentication Enhanced security requiring multiple verification methods for access |
No information available | |
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Compliance Reporting Automated generation of reports for regulatory compliance purposes |
Automated reports for required regulatory filings are available to issuers and platform admins. | |
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Data Residency Controls Ability to specify where data is stored to comply with jurisdictional requirements |
No information available | |
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GDPR Compliance Features ensuring compliance with General Data Protection Regulation |
Public privacy policy includes GDPR statements, indicating support for GDPR compliance. | |
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Regular Security Audits Frequency of independent security assessments of the platform |
No information available | |
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Backup Frequency How often system data is backed up for disaster recovery |
No information available | |
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Privacy Shield Certification Certification for transatlantic data transfer compliance |
No information available | |
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Penetration Testing Regular ethical hacking to identify security vulnerabilities |
No information available |
Integration Capabilities
(3 Yes /3 Known /12 Possible features)
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Banking Integration Connection with banking systems for financial transactions |
Funds are transferred, settled, and tracked using licensed financial partners integrated with the system, indicating banking integration. | |
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CRM Integration Ability to connect with external customer relationship management systems |
No information available | |
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Accounting Software Integration Connection with financial accounting systems for data synchronization |
No information available | |
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API Availability Presence of application programming interfaces for custom integrations |
Public API documentation is available for partners, indicating API availability. | |
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Email Integration Connection with email systems for communication tracking |
No information available | |
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Document Management Integration Ability to connect with external document storage and management systems |
No information available | |
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Calendar Integration Synchronization with calendar applications for scheduling |
No information available | |
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Third-Party Data Provider Integration Connections with external data sources for market and financial information |
Integrations exist for third-party investor and issuer verification, and market data feeds. | |
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Number of Pre-built Integrations Quantity of ready-to-use connections with popular third-party services |
No information available | |
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Integration Development Time Average time required to develop a custom integration |
No information available | |
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Webhook Support Ability to trigger actions in other systems based on platform events |
No information available | |
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Single Sign-On Integration Support for enterprise identity management systems |
No information available |
User Experience
(3 Yes /3 Known /12 Possible features)
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Mobile Compatibility Ability to access and use the platform effectively on mobile devices |
Platform is fully web-based and mobile compatible – mobile web access is supported. | |
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Customizable Interface Ability for users to adjust the interface to their preferences |
No information available | |
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Intuitive Navigation Logical and easy-to-understand menu structures and workflows |
Simple, user-friendly interface with easy navigation, targeting a broad range of investor experience. | |
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White-Labeling Options Ability to customize the platform with the fund's branding |
No information available | |
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Multi-Language Support Availability of the interface in multiple languages |
No information available | |
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Number of Supported Languages The quantity of languages available in the platform interface |
No information available | |
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Learning Curve Average time required for new users to become proficient |
No information available | |
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Search Functionality Comprehensive search capabilities across the platform |
Website and investor dashboard include search and filtering options. | |
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Guided Workflows Step-by-step processes to guide users through complex tasks |
No information available | |
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User Satisfaction Rating Average satisfaction score from current users |
No information available | |
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Accessibility Compliance Adherence to WCAG or similar accessibility standards |
No information available | |
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Offline Functionality Ability to use certain features without internet connection |
No information available |
Support & Maintenance
(4 Yes /4 Known /12 Possible features)
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24/7 Support Availability Technical support available at all hours |
No information available | |
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Dedicated Account Manager Assigned point of contact for platform-related issues |
Wefunder provides company success support with a dedicated contact during campaigns. | |
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Training Resources Availability of documentation, videos, and other learning materials |
Training materials and onboarding guides are available online. | |
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Onboarding Assistance Dedicated help during the initial setup and learning phase |
Support during the onboarding phase is provided to both companies and investors. | |
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System Uptime Guarantee Contractual assurance of platform availability |
No information available | |
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Response Time Average time to initial response for support tickets |
No information available | |
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Resolution Time Average time to resolve support issues |
No information available | |
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Update Frequency How often the platform is updated with new features or improvements |
No information available | |
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User Community Access to a community of users for knowledge sharing |
Active user forums and FAQ sections allow for user-to-user support. | |
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Customization Support Assistance available for platform customization needs |
No information available | |
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Service Level Agreement Formal commitment to support quality standards |
No information available | |
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Implementation Time Average time from contract to full operational status |
No information available |
Pricing & Cost
(4 Yes /4 Known /12 Possible features)
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Subscription-Based Model Recurring fee structure rather than one-time purchase |
Platform operates on a transaction fee or commission/subscription-based model. | |
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Tiered Pricing Different price points based on feature sets or usage levels |
Pricing differs for types of use/statement type and engagement (tiered pricing for various investment types). | |
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AUM-Based Pricing Pricing scaled to assets under management |
No information available | |
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Per-User Pricing Cost determined by number of system users |
Fees can vary by user type, investment amount, and deal structure. | |
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Implementation Fee One-time cost for setting up the platform |
No information available | |
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Customization Costs Additional fees for tailoring the platform to specific needs |
No information available | |
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Free Trial Availability Option to test the platform before purchase |
Anyone can create an account and explore functionality free before investing. | |
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Contract Length Flexibility Options for contract duration beyond standard terms |
No information available | |
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Annual Cost Range Typical annual cost for a mid-sized fund |
No information available | |
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ROI Timeframe Average time to achieve return on investment |
No information available | |
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Volume Discounts Reduced rates for larger implementations or multi-fund managers |
No information available | |
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Feature-Based Add-ons Ability to purchase only needed additional capabilities |
No information available |
Technology Infrastructure
(4 Yes /4 Known /12 Possible features)
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Cloud-Based Deployment Platform hosted on cloud infrastructure rather than on-premises |
Wefunder is a cloud-based platform; all investment activity occurs online. | |
|
On-Premises Option Ability to deploy the platform on the fund's own servers |
No information available | |
|
Data Center Redundancy Multiple data centers to prevent service disruption |
The platform is hosted with enterprise-grade cloud infrastructure with redundancy for uptime. | |
|
Scalability Ability to handle growing amounts of data and users without performance degradation |
Wefunder routinely scales for high traffic and investor volumes. | |
|
System Response Time Average time for the system to respond to user actions |
No information available | |
|
Data Storage Capacity Maximum amount of data the platform can effectively manage |
No information available | |
|
Concurrent User Capacity Maximum number of simultaneous users without performance impact |
No information available | |
|
Disaster Recovery Systems and processes to restore functionality after disruptions |
Disaster recovery protocols standard in cloud SaaS infrastructure. | |
|
Recovery Time Objective Target time for system recovery after an incident |
No information available | |
|
Mobile App Availability Dedicated native applications for mobile devices |
No information available | |
|
Browser Compatibility Range of web browsers supported by the platform |
No information available | |
|
API Request Limit Maximum number of API calls allowed per time period |
No information available |
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