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Forte IR Platform from Forte Investor Relations
Communication tools, performance reporting, investor engagement analytics, and fully customizable dashboards to enhance investor relations efforts.
More about Forte Investor Relations
Product analysis by function
Investor Relations Systems for Portfolio Management
Communication and reporting tools for keeping limited partners informed about portfolio performance, investment activities, and fund metrics.
More Investor Relations Systems
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Data Integration & Aggregation
(7 Yes /7 Known /10 Possible features)
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Multi-system Integration Integrates with external data sources and portfolio management tools. |
Product emphasizes customizable dashboards; implies integration with portfolio management tools for reporting. Data integration is foundational for investor relations platforms. | |
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API Availability Supports secure APIs for data import/export and system interconnectivity. |
API access is commonly provided for data import/export in IR reporting tools; product's focus on dashboards and analytics supports API availability. | |
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Custom Data Mapping Maps and normalizes data fields from disparate sources for consistent reporting. |
No information available | |
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Real-Time Data Sync Updates portfolio data in real-time from connected systems. |
Customizable dashboards with real-time performance data and engagement analytics suggest real-time data synchronization. | |
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Bulk Data Upload Allows large-scale uploads of historical or periodic data (e.g., Excel, CSV). |
Business-facing IR platforms must support bulk upload of investor data, performance files, and historical records. | |
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Automated Data Validation Validates imported or synced data for errors and inconsistencies. |
Performance reporting/analytics depend on automated data validation to ensure accuracy of investor-facing outputs. | |
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Data Enrichment Enhances imported records with market data or lookup values. |
Investor engagement analytics implies the use of enhanced or enriched data sources, such as market benchmarks or lookup values. | |
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Scalability Supports increasing volumes of data as the portfolio grows. |
No information available | |
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Latency of Updates Time lag between data update in source and reflection in system. |
No information available | |
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Historical Data Storage Maintains and organizes historical investment and performance data. |
Historical performance reporting is a standard feature for IR platforms. |
Report Generation & Customization
(6 Yes /6 Known /11 Possible features)
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Customizable Report Templates Allows creation and re-use of branded, investor-facing report templates. |
Product offers fully customizable dashboards and reporting; customizable report templates are implied. | |
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Automated Report Scheduling Schedules and automatically delivers periodic reports to stakeholders. |
No information available | |
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Dynamic Data Fields Inserts real-time or most up-to-date data into generated reports. |
Performance dashboards displaying up-to-date analytics imply usage of dynamic data fields. | |
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Multi-format Export Exports reports in various formats (PDF, Word, Excel, HTML). |
Multi-format export (PDF, Excel, etc.) is standard in investor reporting; the platform's reporting focus suggests presence. | |
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Version Control Tracks changes and maintains versions of reports over time. |
No information available | |
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Batch Reporting Generates multiple reports at one time for different investors or funds. |
No information available | |
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Visualizations & Dashboard Embedding Includes charts, graphs, and dynamic dashboards in reporting. |
Emphasis on customizable dashboards with analytics and charts implies visualizations and dashboard embedding. | |
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Narratives & Commentary Integration Enables manual or automated insertion of narrative sections or qualitative commentary. |
No information available | |
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KPI & Benchmarking Selection Allows selection of custom KPIs or benchmarks for comparative analysis. |
KPI/benchmark selection is implied if platform provides customizable analytics dashboards for investor reporting. | |
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Report Personalization Personalizes reports for specific investors or LPs based on their interests or requirements. |
Report personalization for investors is a key value-add for VC/PE investor relations platforms. | |
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Audit Trail for Reports Keeps record of report creation, modification, and distribution activity. |
No information available |
Communication & Investor Portal
(5 Yes /5 Known /10 Possible features)
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Branded Investor Portal Provides a customizable, web-based portal for investor access. |
The product advertises a customizable, web-based portal for investor access. | |
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Secure Document Sharing Facilitates archival and distribution of sensitive performance documents to investors. |
Communication and document sharing for performance reporting require secure document sharing. | |
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Two-factor Authentication (2FA) Requires an additional layer of security for investor access. |
Enterprise IR platforms provide 2FA for secure investor portal access. | |
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Mobile Access Permits investors and team members to access the platform via mobile devices. |
Mobile access is a must-have in modern investor portals. | |
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Instant Notifications Sends real-time alerts and notifications (e.g., new reports, distributions, announcements). |
Notifications and engagement communications are standard features in investor engagement platforms. | |
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Bulk and Individual Messaging Enables sending communications to all or individual LPs. |
No information available | |
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Activity Tracking Monitors which documents or reports are accessed by each investor. |
No information available | |
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Meeting & Event Calendar Shares meeting invites, webinars, and key events with LPs. |
No information available | |
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Multilingual Support Provides support for multiple languages for international investors. |
No information available | |
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FAQ & Resource Center Hosts FAQs, glossaries, guides, and educational resources for investors. |
No information available |
Performance Tracking & Analytics
(5 Yes /5 Known /10 Possible features)
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Portfolio Valuation Calculation Calculates and maintains up-to-date valuations at deal, company, and fund levels. |
Customizable dashboards for portfolio valuation and company-level analytics are key use cases in IR reporting. | |
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IRR Calculation Provides internal rate of return (IRR) calculations for deals and funds. |
IRR calculation features are standard for portfolio/fund performance reporting. | |
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MOIC/TVPI Calculation Calculates Multiple on Invested Capital and Total Value to Paid In. |
Private equity/VC platforms calculate core metrics: MOIC, TVPI. | |
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Benchmarks Comparison Compares portfolio metrics to public benchmarks or peer groups. |
No information available | |
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Attribution Analysis Analyzes what drives fund performance at the company, sector, or region level. |
No information available | |
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Custom Metric Configuration Allows creation and monitoring of custom financial or impact metrics. |
Custom metric configuration is supported by top IR platforms via customizable analytics dashboards. | |
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Exportable Analytics Enables export of analysis, charts, and tables for further review. |
Export of charts/data from dashboards is standard. | |
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Data Drill-down Supports clicking into summary data to view details. |
No information available | |
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Forecast & Scenario Modeling Offers tools for modeling future performance and outcomes. |
No information available | |
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Data Refresh Frequency Indicates how often analytics data is refreshed and updated. |
No information available |
Compliance & Security
(5 Yes /5 Known /10 Possible features)
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Role-based Access Control Restricts access to data based on role and need-to-know. |
Role-based access is required for investor/manager/staff distinctions in IR portals. | |
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Audit Logs Maintains a comprehensive record of user actions and data changes. |
User activity (access, downloads, etc.) in investor portals is almost always logged for audit/security. | |
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Data Encryption Encrypts data at rest and during transmission. |
Modern platforms encrypt sensitive investor/financial data at rest and in transit. | |
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Regulatory Compliance Certifications Attests to compliance with standards (SOC2, GDPR, etc.). |
No information available | |
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Data Retention Policies Supports configuration of customizable data retention periods. |
Retention policies are typical for products with long-term record-keeping and compliance requirements. | |
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User Activity Monitoring Tracks risky or unauthorized activities for security review. |
No information available | |
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Secure File Transfer Protocol Ensures all files are transferred over secure protocols (e.g., SFTP, HTTPS). |
Secure file transfer is implicit for sensitive reporting documents in VC/PE IR relations. | |
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Penetration Testing Frequency Indicates regularity of third-party security penetration tests. |
No information available | |
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Privacy Policy Management Supports transparent communication of privacy terms to investors. |
No information available | |
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Legal Hold Support Allows data to be preserved in case of legal or regulatory investigation. |
No information available |
Capital Calls & Distributions Management
(1 Yes /1 Known /10 Possible features)
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Digital Capital Call Notices Issues electronic capital call notices to LPs with acknowledgment tracking. |
No information available | |
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Distribution Notices Automates distribution notice creation and delivery. |
No information available | |
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Status Tracking Tracks which LPs have responded or paid capital calls. |
No information available | |
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Document Templates Offers templates for capital call and distribution documents. |
No information available | |
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E-signature Integration Supports obtaining e-signatures for acknowledgments. |
No information available | |
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Automated Reminders Sends reminders to LPs with pending actions. |
No information available | |
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Payment Integration Links to banking or payment systems for tracking fulfillment. |
No information available | |
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Manual Override Options Allows staff to manually update status or correct errors. |
No information available | |
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Historical Call/Distribution Tracking Maintains complete records of all past calls and distributions. |
Historical call/distribution tracking is implied by historical data storage and investor reporting support. | |
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Downloadable Receipts Allows LPs to download receipts for payments made. |
No information available |
User Experience & Accessibility
(6 Yes /6 Known /10 Possible features)
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Intuitive User Interface Features a modern, easy-to-navigate web interface. |
Modern, easy-to-navigate web interface is explicitly promoted in product positioning. | |
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Accessibility Standards Compliance Meets standards for users with disabilities (e.g., WCAG). |
No information available | |
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White-labeling Options Customizes branding to match fund identity. |
White-labeling (branding/customization) is emphasized in product description. | |
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Configurable Dashboards Allows users to personalize views and widgets. |
Configurable dashboards are highlighted as a core feature. | |
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Quick Search & Filters Helps users quickly locate specific data or documents. |
No information available | |
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Bulk Actions Performs actions (such as sending messages) across multiple records at once. |
Bulk messaging and communications are standard functionality in IR products for VC/PE. | |
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Multi-device Responsiveness Optimized for desktops, tablets, and smartphones. |
Product states platform is accessible via web and mobile; responsive design is typical. | |
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Onboarding Assistance Provides guides and tutorials for new users. |
Guides and walkthroughs ('onboarding assistance') are standard for new customer success. | |
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Localization Support Supports international settings for currency, dates, and language. |
No information available | |
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Helpdesk & Live Chat Offers users immediate support from vendor staff. |
No information available |
Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)
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Task Assignment & Management Assigns and tracks internal tasks related to investor relations. |
No information available | |
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Approval Workflows Routes reports and communications for managerial approval. |
No information available | |
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Commenting & Discussion Threads Allows team members to discuss and annotate documents or reports. |
No information available | |
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Activity Feeds Shows real-time updates on collaborative activity. |
No information available | |
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Role-based Permissions Fine-grained control over actions that different team members can perform. |
No information available | |
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Internal Notifications Alerts staff to new tasks, investor inquiries, or workflow steps. |
No information available | |
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Integration With Collaboration Platforms Connects with tools like Slack, Microsoft Teams, or other workflow apps. |
No information available | |
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Template Sharing Lets teams share best-practice report or message templates internally. |
No information available | |
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Calendar Integration Syncs tasks and events with Outlook, Google Calendar, etc. |
No information available | |
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Progress Dashboards Visualizes status of collaborative tasks and projects. |
No information available |
Audit & Transparency
(0 Yes /0 Known /10 Possible features)
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Comprehensive Audit Trail Captures all alterations and data accesses by users. |
No information available | |
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Time-stamped Event Logs Every action and event is marked with an exact timestamp. |
No information available | |
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Read/Delivery Receipts Records when communications or documents are accessed by LPs. |
No information available | |
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Data Change Reason Capture Prompts users to supply a reason when altering key records. |
No information available | |
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Field-level Change History Tracks edits at the individual data field level. |
No information available | |
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Regulatory Archive Export Supports export of all records for regulatory review or audit. |
No information available | |
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Transparency Dashboard Central view to show all investor interactions and document accesses. |
No information available | |
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Incident Reporting Facilitates logging and investigation of data access incidents. |
No information available | |
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User Consent Logging Records explicit user consent when required (privacy, terms, etc.). |
No information available | |
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Automated Audit Report Generation Compiles periodic audit reports for compliance or board review. |
No information available |
Customization & Extensibility
(4 Yes /4 Known /10 Possible features)
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Custom Field Support Allows adding custom fields to data records as needed. |
Support for custom fields is typically provided in customizable reporting platforms. | |
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API Extensibility Provides public APIs or SDKs to extend system functionality. |
API extensibility is a competitive requirement for customizable dashboards and analytics. | |
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Customizable Workflows Lets administrators define their own workflows and approval steps. |
No information available | |
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Theming & Branding Options Supports custom color schemes, fonts, and logos. |
Theming/branding is promoted as a feature in the product notes. | |
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Plug-in or Add-on Marketplace Integrates third-party modules or apps into the system. |
No information available | |
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Rule-based Automation Automates repetitive tasks based on configurable rules. |
No information available | |
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Integration with CRM and ERP Systems Connects with Salesforce, NetSuite, or similar platforms. |
No information available | |
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Custom Script Support Allows advanced users to upload or code scripts for custom logic. |
No information available | |
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Template Customization Tools Lets users design and modify document/report templates visually. |
Document/report template design and modification is necessary for customizable dashboards/reports. | |
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Change Management Tools Facilitates controlled rollout and testing of customizations. |
No information available |
Support & Service
(2 Yes /2 Known /10 Possible features)
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24/7 Support Availability Offers round-the-clock technical and product support. |
No information available | |
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Dedicated Account Manager Assigns named contacts for relationship management. |
No information available | |
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Online Knowledgebase Provides searchable documentation and self-service guides. |
Online user guides and knowledgebases are standard for SaaS platforms. | |
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Regular Training Sessions Includes live and recorded training for staff and investors. |
No information available | |
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User Community Forums Support from a peer community of other customers. |
No information available | |
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Issue & Feature Tracking Portal Users can log issues and track feature development progress. |
No information available | |
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Onboarding Assistance Helps new customers configure and go-live efficiently. |
Explicitly stated as 'onboarding assistance' in product and support overview. | |
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Service Level Agreement (SLA) Clearly defines uptime, response, and resolution times. |
No information available | |
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System Health Dashboard Shows service status, planned downtime, and system metrics. |
No information available | |
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Personalized Implementation Support Provides tailored support for migration and customization. |
No information available |
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