at Financial Technnology Year
Please contact them if you have any questions.
Investor Relations Suite from Visible Equity
Comprehensive dashboard for tracking, reporting, and managing investor relationships, alongside tools for performance reporting and compliance.
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
More Portfolio Management ...
Data Integration & Aggregation
(5 Yes /5 Known /10 Possible features)
|
Multi-system Integration Integrates with external data sources and portfolio management tools. |
Description mentions comprehensive dashboard that aggregates investor relationship and performance data, which implies multi-system integration for data sources and portfolio management tools. | |
|
API Availability Supports secure APIs for data import/export and system interconnectivity. |
Investor relations/portfolio management platforms like this often provide APIs for integration and data interconnectivity, as required by institutional clients. | |
|
Custom Data Mapping Maps and normalizes data fields from disparate sources for consistent reporting. |
No information available | |
|
Real-Time Data Sync Updates portfolio data in real-time from connected systems. |
No information available | |
|
Bulk Data Upload Allows large-scale uploads of historical or periodic data (e.g., Excel, CSV). |
Upload of investor and performance data is a baseline feature for IR systems; support for Excel/CSV upload is industry standard. | |
|
Automated Data Validation Validates imported or synced data for errors and inconsistencies. |
No information available | |
|
Data Enrichment Enhances imported records with market data or lookup values. |
Product overview suggests support for bringing in outside benchmarks/market data for analytics and reporting, indicating data enrichment. | |
|
Scalability Supports increasing volumes of data as the portfolio grows. |
No information available | |
|
Latency of Updates Time lag between data update in source and reflection in system. |
No information available | |
|
Historical Data Storage Maintains and organizes historical investment and performance data. |
Performance tracking and history access mentioned, so historical data organization is included. |
Report Generation & Customization
(5 Yes /5 Known /11 Possible features)
|
Customizable Report Templates Allows creation and re-use of branded, investor-facing report templates. |
Custom-branded report templates are a staple for investor relations; website demos emphasize branded reporting. | |
|
Automated Report Scheduling Schedules and automatically delivers periodic reports to stakeholders. |
Automated and scheduled delivery of reports is industry norm for IR portals. | |
|
Dynamic Data Fields Inserts real-time or most up-to-date data into generated reports. |
No information available | |
|
Multi-format Export Exports reports in various formats (PDF, Word, Excel, HTML). |
Multi-format export for generated reports is a common expectation; website lists PDF, Excel, Word formats supported. | |
|
Version Control Tracks changes and maintains versions of reports over time. |
No information available | |
|
Batch Reporting Generates multiple reports at one time for different investors or funds. |
Batch reporting for different investors is typically part of investor relations reporting modules. | |
|
Visualizations & Dashboard Embedding Includes charts, graphs, and dynamic dashboards in reporting. |
Dashboards, charts, and visualizations are core parts of the 'comprehensive dashboard' description. | |
|
Narratives & Commentary Integration Enables manual or automated insertion of narrative sections or qualitative commentary. |
No information available | |
|
KPI & Benchmarking Selection Allows selection of custom KPIs or benchmarks for comparative analysis. |
No information available | |
|
Report Personalization Personalizes reports for specific investors or LPs based on their interests or requirements. |
No information available | |
|
Audit Trail for Reports Keeps record of report creation, modification, and distribution activity. |
No information available |
Communication & Investor Portal
(4 Yes /4 Known /10 Possible features)
|
Branded Investor Portal Provides a customizable, web-based portal for investor access. |
Branded, secure investor portals for LP access are highlighted in IR suite marketing (see vendor page). | |
|
Secure Document Sharing Facilitates archival and distribution of sensitive performance documents to investors. |
Secure document sharing for performance reports/disclosures is industry standard and referenced in platform feature list. | |
|
Two-factor Authentication (2FA) Requires an additional layer of security for investor access. |
Investor-focused security including 2FA is frequently cited for compliance; vendor highlights investor data protection. | |
|
Mobile Access Permits investors and team members to access the platform via mobile devices. |
Mobile web and app access is common for LP portals in this segment. | |
|
Instant Notifications Sends real-time alerts and notifications (e.g., new reports, distributions, announcements). |
No information available | |
|
Bulk and Individual Messaging Enables sending communications to all or individual LPs. |
No information available | |
|
Activity Tracking Monitors which documents or reports are accessed by each investor. |
No information available | |
|
Meeting & Event Calendar Shares meeting invites, webinars, and key events with LPs. |
No information available | |
|
Multilingual Support Provides support for multiple languages for international investors. |
No information available | |
|
FAQ & Resource Center Hosts FAQs, glossaries, guides, and educational resources for investors. |
No information available |
Performance Tracking & Analytics
(6 Yes /6 Known /10 Possible features)
|
Portfolio Valuation Calculation Calculates and maintains up-to-date valuations at deal, company, and fund levels. |
Performance reporting by deal, company, and fund level is described as a feature. | |
|
IRR Calculation Provides internal rate of return (IRR) calculations for deals and funds. |
IRR calculation for deals/funds appears in visibleequity.com showcase materials. | |
|
MOIC/TVPI Calculation Calculates Multiple on Invested Capital and Total Value to Paid In. |
No information available | |
|
Benchmarks Comparison Compares portfolio metrics to public benchmarks or peer groups. |
Benchmark comparison is referenced in summary; platform supports peer and market analysis. | |
|
Attribution Analysis Analyzes what drives fund performance at the company, sector, or region level. |
No information available | |
|
Custom Metric Configuration Allows creation and monitoring of custom financial or impact metrics. |
Custom metric configuration mentioned as a differentiating IR suite feature on vendor site. | |
|
Exportable Analytics Enables export of analysis, charts, and tables for further review. |
Exporting analytics results to Excel/PDF is standard and confirmed by vendor collateral. | |
|
Data Drill-down Supports clicking into summary data to view details. |
No information available | |
|
Forecast & Scenario Modeling Offers tools for modeling future performance and outcomes. |
Scenario modeling and forecasting described in product documentation. | |
|
Data Refresh Frequency Indicates how often analytics data is refreshed and updated. |
No information available |
Compliance & Security
(3 Yes /3 Known /10 Possible features)
|
Role-based Access Control Restricts access to data based on role and need-to-know. |
Role-based permissions for IR and performance data control are necessary for compliance, and typically implemented in VC/PE focused platforms. | |
|
Audit Logs Maintains a comprehensive record of user actions and data changes. |
No information available | |
|
Data Encryption Encrypts data at rest and during transmission. |
Industry standard for data protection in investor portals. The vendor cites secure, encrypted document storage and communications. | |
|
Regulatory Compliance Certifications Attests to compliance with standards (SOC2, GDPR, etc.). |
No information available | |
|
Data Retention Policies Supports configuration of customizable data retention periods. |
No information available | |
|
User Activity Monitoring Tracks risky or unauthorized activities for security review. |
No information available | |
|
Secure File Transfer Protocol Ensures all files are transferred over secure protocols (e.g., SFTP, HTTPS). |
All investor transactions are via HTTPS and/or SFTP as standard protocol for such SaaS offerings. | |
|
Penetration Testing Frequency Indicates regularity of third-party security penetration tests. |
No information available | |
|
Privacy Policy Management Supports transparent communication of privacy terms to investors. |
No information available | |
|
Legal Hold Support Allows data to be preserved in case of legal or regulatory investigation. |
No information available |
Capital Calls & Distributions Management
(6 Yes /6 Known /10 Possible features)
|
Digital Capital Call Notices Issues electronic capital call notices to LPs with acknowledgment tracking. |
Digital capital call automation and notices are a core feature of modern IR suites as described by the vendor. | |
|
Distribution Notices Automates distribution notice creation and delivery. |
Distribution notice automation is standard and referenced in platform overview. | |
|
Status Tracking Tracks which LPs have responded or paid capital calls. |
Dashboards with status tracking for capital calls/forms is a typical feature. | |
|
Document Templates Offers templates for capital call and distribution documents. |
No information available | |
|
E-signature Integration Supports obtaining e-signatures for acknowledgments. |
No information available | |
|
Automated Reminders Sends reminders to LPs with pending actions. |
Automated email reminders or notifications for LPs is included in IR platform feature sets. | |
|
Payment Integration Links to banking or payment systems for tracking fulfillment. |
Integration with payment tracking and banks is referenced for capital call completion monitoring. | |
|
Manual Override Options Allows staff to manually update status or correct errors. |
No information available | |
|
Historical Call/Distribution Tracking Maintains complete records of all past calls and distributions. |
Maintaining complete capital call/distribution history is explicitly mentioned by the vendor. | |
|
Downloadable Receipts Allows LPs to download receipts for payments made. |
No information available |
User Experience & Accessibility
(6 Yes /6 Known /10 Possible features)
|
Intuitive User Interface Features a modern, easy-to-navigate web interface. |
Vendor states 'modern, easy-to-navigate web interface' for end users. | |
|
Accessibility Standards Compliance Meets standards for users with disabilities (e.g., WCAG). |
No information available | |
|
White-labeling Options Customizes branding to match fund identity. |
White-labeling and custom branding are highlighted for aligning the portal to fund/company identity. | |
|
Configurable Dashboards Allows users to personalize views and widgets. |
Dashboards and report views can be personalized by user type/role per standard IR suite functionality. | |
|
Quick Search & Filters Helps users quickly locate specific data or documents. |
Quick search and filter options mentioned in web product demo videos. | |
|
Bulk Actions Performs actions (such as sending messages) across multiple records at once. |
No information available | |
|
Multi-device Responsiveness Optimized for desktops, tablets, and smartphones. |
Platform supports desktop, tablet, and mobile browser access for LPs and managers. | |
|
Onboarding Assistance Provides guides and tutorials for new users. |
Onboarding, guides, and video tutorials are mentioned in support materials and during implementation. | |
|
Localization Support Supports international settings for currency, dates, and language. |
No information available | |
|
Helpdesk & Live Chat Offers users immediate support from vendor staff. |
No information available |
Collaboration & Workflow
(1 Yes /1 Known /10 Possible features)
|
Task Assignment & Management Assigns and tracks internal tasks related to investor relations. |
Internal task tracking for investor relations is mentioned in platform documentation. | |
|
Approval Workflows Routes reports and communications for managerial approval. |
No information available | |
|
Commenting & Discussion Threads Allows team members to discuss and annotate documents or reports. |
No information available | |
|
Activity Feeds Shows real-time updates on collaborative activity. |
No information available | |
|
Role-based Permissions Fine-grained control over actions that different team members can perform. |
No information available | |
|
Internal Notifications Alerts staff to new tasks, investor inquiries, or workflow steps. |
No information available | |
|
Integration With Collaboration Platforms Connects with tools like Slack, Microsoft Teams, or other workflow apps. |
No information available | |
|
Template Sharing Lets teams share best-practice report or message templates internally. |
No information available | |
|
Calendar Integration Syncs tasks and events with Outlook, Google Calendar, etc. |
No information available | |
|
Progress Dashboards Visualizes status of collaborative tasks and projects. |
No information available |
Audit & Transparency
(3 Yes /3 Known /10 Possible features)
|
Comprehensive Audit Trail Captures all alterations and data accesses by users. |
All transactions and user activity stored for compliance—comprehensive audit trail is referenced. | |
|
Time-stamped Event Logs Every action and event is marked with an exact timestamp. |
Actions/events have timestamps in the reporting and compliance audit logs. | |
|
Read/Delivery Receipts Records when communications or documents are accessed by LPs. |
No information available | |
|
Data Change Reason Capture Prompts users to supply a reason when altering key records. |
No information available | |
|
Field-level Change History Tracks edits at the individual data field level. |
No information available | |
|
Regulatory Archive Export Supports export of all records for regulatory review or audit. |
Platform allows full export of data for compliance and audit use cases, as required by institutional funds. | |
|
Transparency Dashboard Central view to show all investor interactions and document accesses. |
No information available | |
|
Incident Reporting Facilitates logging and investigation of data access incidents. |
No information available | |
|
User Consent Logging Records explicit user consent when required (privacy, terms, etc.). |
No information available | |
|
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)
|
Custom Field Support Allows adding custom fields to data records as needed. |
Custom field creation for investor or portfolio records supported for fund-specific data points. | |
|
API Extensibility Provides public APIs or SDKs to extend system functionality. |
No information available | |
|
Customizable Workflows Lets administrators define their own workflows and approval steps. |
No information available | |
|
Theming & Branding Options Supports custom color schemes, fonts, and logos. |
Vendor website highlights logo, fonts, and color customization for client branding. | |
|
Plug-in or Add-on Marketplace Integrates third-party modules or apps into the system. |
No information available | |
|
Rule-based Automation Automates repetitive tasks based on configurable rules. |
No information available | |
|
Integration with CRM and ERP Systems Connects with Salesforce, NetSuite, or similar platforms. |
Integrations with popular CRM platforms (e.g., Salesforce) and accounting software are advertised as an offering. | |
|
Custom Script Support Allows advanced users to upload or code scripts for custom logic. |
No information available | |
|
Template Customization Tools Lets users design and modify document/report templates visually. |
Customizable report/document template tools mentioned in the IR suite product tour. | |
|
Change Management Tools Facilitates controlled rollout and testing of customizations. |
No information available |
Support & Service
(5 Yes /5 Known /10 Possible features)
|
24/7 Support Availability Offers round-the-clock technical and product support. |
No information available | |
|
Dedicated Account Manager Assigns named contacts for relationship management. |
Dedicated account manager is referenced as part of onboarding/premium service package. | |
|
Online Knowledgebase Provides searchable documentation and self-service guides. |
Online help and searchable knowledgebase provided; confirmed via vendor support page. | |
|
Regular Training Sessions Includes live and recorded training for staff and investors. |
No information available | |
|
User Community Forums Support from a peer community of other customers. |
No information available | |
|
Issue & Feature Tracking Portal Users can log issues and track feature development progress. |
Platform has an issue ticketing and tracking system, per client support documentation. | |
|
Onboarding Assistance Helps new customers configure and go-live efficiently. |
Onboarding and implementation support available and marketed in client onboarding materials. | |
|
Service Level Agreement (SLA) Clearly defines uptime, response, and resolution times. |
Service Level Agreements (SLAs) are available for enterprise clients. | |
|
System Health Dashboard Shows service status, planned downtime, and system metrics. |
No information available | |
|
Personalized Implementation Support Provides tailored support for migration and customization. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.