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Affinity CRM from Affinity
Automatic relationship tracking, customizable pipelines, insightful analytics, and collaborative deal tracking functionalities tailored to the investment landscape.
Product analysis by function
Fundraising CRM Systems for Investor Relations
Customer relationship management software specifically designed for tracking interactions with limited partners throughout the fundraising process.
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Contact & Relationship Management
(13 Yes /13 Known /13 Possible features)
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Contact Database Centralized repository for storing detailed LP information, including contact info, investment preferences, and history. |
CRM by design, Affinity provides a centralized contact database for LPs, investments, and intermediaries. | |
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Interaction Tracking Ability to log emails, calls, meetings, and other engagements with LPs, timestamped for transparency. |
Automatic relationship tracking mentioned in product details indicates thorough activity logging/tracking. | |
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Relationship Mapping Visualization of how LPs, prospects, and intermediaries are connected, supporting multi-level fund relationships. |
Affinity touts relationship intelligence and visualization, covering mapping of contacts and links. | |
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Custom Fields Customizable fields to tailor contact records to firm-specific information needs. |
Customizable pipelines and data fields are presented as key differentiators on Affinity's website. | |
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Bulk Import/Export Ability to bring in or export contact data in bulk, for migration or reporting purposes. |
Affinity supports import/export via CSV and data migration services. | |
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Search & Filter Advanced search and filter functions for quickly finding stakeholder records. |
Affinity enables advanced filtering and search across CRM data structures. | |
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De-duplication Tools Automated identification and merging of duplicate contacts to ensure data cleanliness. |
Product materials highlight automated duplicate detection and merging for data hygiene. | |
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Company Association Linking contacts to institutions/firms, enabling organization-centric relationship tracking. |
Contacts and organizations are explicitly linked, as per product documentation. | |
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Activity Timeline Chronological view of all engagements per contact and organization. |
Chronological communication and activity feeds are a core Affinity CRM display feature. | |
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Record Ownership Assignment Assign contacts/accounts to specific team members for accountability. |
Team members can be assigned ownership of contacts/deals, per Affinity's pipeline assignment features. | |
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Historical Data Logging Maintaining an auditable record of changes to contact data over time. |
Affinity maintains audit trails with historical data for records. | |
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Data Enrichment Automatically enhance contact records with third-party data (e.g., LinkedIn, Pitchbook integration). |
Affinity integrates with LinkedIn and Pitchbook for enrichment. | |
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Permission Controls User-based access to sensitive contact data and relationship details. |
Role- and user-based permission settings are available and documented. |
Fund Tracking & Pipeline Management
(13 Yes /13 Known /13 Possible features)
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Fundraising Pipeline Kanban or list views for visualizing LP status at each stage (prospect, under diligence, committed, etc). |
Customizable, visual fundraising pipelines (Kanban/list) are a known product functionality. | |
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Customizable Stages Ability to define pipeline stages tailored to firm’s fundraising process. |
Pipeline stages customizable as per firm process needs. | |
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Deal/Opportunity Creation Open and manage fundraising opportunities linked to specific funds and LPs. |
Dealmaking and fundraising opportunities can be opened and tracked directly. | |
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Commitment Tracking Track soft and hard capital commitments from LPs. |
Commitment and pipeline tracking are standard use cases cited. | |
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Multiple Fund Support Manage parallel fundraising cycles across different funds. |
Parallel pipeline/fund tracking is demonstrated in product overviews. | |
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Deal Stage Change Auditing Record and audit all changes to LP pipeline stages for historical analysis. |
Affinity has historical reporting and deal audit capabilities. | |
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Lost/Closed Opportunity Reasons Ability to record reasons for lost or closed fundraising opportunities. |
Loss/closed status and reason fields are available in deal records. | |
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Forecasting Tools Estimate likely closes and fundraising progress based on pipeline. |
Deal and fundraising probability and forecast features are available. | |
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Weighted Pipeline Valuation Assign probabilities to pipeline stages for weighted fundraising forecasts. |
Weighted pipeline/forecast calculations are a supported analytics function. | |
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Activity Reminders & Alerts Notifications for follow-ups, deadlines, and key milestones. |
Multiple reminder/alert automations referenced on site and support docs. | |
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Next Steps Field Log next actions per LP or deal, tying into task management. |
'Next steps' and tasks can be assigned for LPs/deals. | |
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Comprehensive Notes Store detailed meeting, call, and diligence notes linked to pipeline deals. |
Rich note-taking linked to pipeline records is a demonstrated feature. | |
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Deal Scoring Quantitative scoring capabilities to prioritize LP prospects. |
Scoring and prioritization tools available for deal/LP readiness. |
Investor Communication & Reporting
(12 Yes /12 Known /12 Possible features)
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Bulk Email Integration Send personalized emails to groups of LPs directly from the CRM. |
Bulk email (mail merge) functionality supported via email integrations. | |
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Template Library Pre-built email and document templates for consistent communication. |
Template library for standard communications is provided. | |
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Mail Merge Capabilities Automate the personalization of bulk investor emails and letters. |
Mail merge and personalized bulk emailing available. | |
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Read/Engagement Tracking Monitor which investors engage with sent materials. |
Engagement/read tracking on emails and documents highlighted. | |
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Event Management Track invitations, registrations, and attendance for LP meetings and webinars. |
Event and meeting scheduling/attendance tracking supported. | |
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Document Distribution Share PPMs, DDQs, quarterly reports, etc., securely with LPs. |
Document and report distribution capabilities for investors present. | |
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File Versioning Track versions of documents distributed to investors. |
Document versioning for audit/history is available per support. | |
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Batch Document Upload Upload multiple reporting documents for dispersal to different LPs efficiently. |
Batch upload tools described in support center. | |
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Automated Reminders Schedule and send reminders for meetings, deadlines, or outstanding investor documents. |
Automated reminders and notification configuration available in workflows. | |
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Secure Investor Portal Password-protected area for LPs to download reports and communications. |
Secure, permissioned investor portal capabilities described in product materials. | |
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Multi-Channel Communication Capability for SMS, phone call logging, or other communication channels. |
SMS and phone/video call logging integrations available (including through partners). | |
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Consent Management Track legal/communications consent and preferences for each investor. |
Consent/preferences management built-in for compliance purposes. |
Integration & Data Connectivity
(12 Yes /12 Known /12 Possible features)
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Email Integration Seamlessly connect with major email clients to sync correspondence. |
Native integrations available for Gmail, Outlook, etc. | |
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Calendar Sync Integration with Outlook, Google Calendar, etc. for meeting and event tracking. |
Calendar integrations (Google, Outlook, etc.) listed as a core feature. | |
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API Access Open API for custom integrations with proprietary or third-party systems. |
API access for custom integrations documented publicly. | |
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Data Import Tools Import data from spreadsheets or legacy CRMs. |
Import tools for migrating contacts and deals via CSV and APIs. | |
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Data Export Formats Ability to export data in multiple formats (CSV, XLSX, PDF, etc.). |
Exports available in major file formats as per support documentation. | |
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Third-party Data Sources Direct integration with cap table management, fundraising, or industry databases. |
Direct third-party data source integrations (e.g., Pitchbook) indicated on site. | |
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Single Sign-On (SSO) Integrate with organizational SSO solutions for user authentication. |
Single sign-on available for enterprise deployments. | |
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Document Management System Integration Connect seamlessly to Docusign, Dropbox, Box, Google Drive, etc. |
Integration with cloud storage/document platforms is documented. | |
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Bi-directional Data Syncing Two-way syncing with other business-critical apps (e.g., ERP, marketing automation). |
Two-way sync with other business apps is a platform feature. | |
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Workflow Automation Integrations Trigger actions in workflow automation tools (Zapier, Tray.io, etc.) based on CRM events. |
Workflow automations are available, including Zapier integration. | |
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Custom Webhooks Support for sending notifications to other applications when CRM events occur. |
Custom webhooks can be configured for integration needs. | |
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Real-time Data Updates Immediate syncing and updates across all integrations. |
Real-time data updates and API syncs are standard across supported integrations. |
Reporting & Analytics
(11 Yes /11 Known /12 Possible features)
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Customizable Dashboards Build personalized dashboards showing key KPIs and metrics. |
User-customizable dashboards with KPIs are documented on the product page. | |
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Pipeline Analytics Visualize and analyze fundraising pipeline data by stage, source, or team member. |
Pipeline analytics and visualization built into dashboarding/reporting. | |
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Activity Reporting Reports on team or individual activity volumes over time. |
Analytics/reporting available at both team and individual levels. | |
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Outcome Attribution Determine which activities or touchpoints led to successful commitments. |
Product offers touchpoint/outcome attribution analysis. | |
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Historical Fundraising Analysis View trends across past and active fundraises. |
Historical data and trend analytics on fundraising pipelines provided. | |
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Investor Segmentation Reports Break down LPs by type, commitment size, region, etc. |
Investor segmentation and filtered reporting included in analytics. | |
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Lost/Closed Reason Analytics Analyze lost/closed deals by reason for process improvement. |
Lost/closed analysis reports available as part of deal analytics. | |
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Downloadable Reports Export visual and tabular data for presentations or compliance. |
Export and download of compliance and presentation reporting supported. | |
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Data Visualization Support for bar, line, pie charts, and other common visualizations. |
Data visualization options (charts/graphs) can be added to dashboard reports. | |
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Scheduled Email Reports Automate regular reporting delivery to key stakeholders via email. |
Automated scheduled email reports are supported for analytics dashboards. | |
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Custom Report Builder Drag-and-drop or query-based tool for creating custom reports. |
Custom query/report builder functionality is referenced in product resources. | |
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Time to Stage/Close Analytics Average or median time LPs spend at each pipeline stage. |
No information available |
Security & Compliance
(11 Yes /11 Known /12 Possible features)
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Role-Based Access Control (RBAC) Control user access to data and functionality based on defined permissions. |
RBAC (role-based access) is integrated and documented. | |
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Data Encryption Encryption of data at rest and in transit. |
Data is encrypted in transit and at rest (see security documentation). | |
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Audit Trail Comprehensive log of all user and system activities for compliance purposes. |
Comprehensive audit trails/logging available for all object types. | |
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GDPR/CCPA Support Tools to help demonstrate compliance with global privacy laws. |
GDPR and privacy compliance detailed in privacy policy/support center. | |
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Multi-factor Authentication (MFA) Support for MFA to provide secure system access. |
Multi-factor authentication is available for platform login. | |
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Data Retention Policies Automated data retention scheduling and purging of expired records. |
Data retention tools/processes available for compliance. | |
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Regular Security Updates Consistent patching and security improvements by the vendor. |
Regional security updates and patches regularly applied per documentation. | |
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Data Residency Options Ability to specify where data is hosted geographically for compliance. |
Geo-fencing and data residency controls available for customers. | |
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End-User Privacy Controls Investor-facing privacy and data preferences settings. |
Investor-facing privacy management provided in investor portal. | |
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Breach Notification Workflow Automated processes for handling and communicating data breaches. |
No information available | |
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Secure Document Storage Industry-compliant storage for investor reports and sensitive files. |
Secure document storage/management highlighted as industry standard. | |
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Third-Party Security Certifications SOC2, ISO27001, or equivalent certifications attesting to security practices. |
Affinity is SOC2 certified – see trust center. |
Activity & Task Management
(10 Yes /10 Known /12 Possible features)
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Task Assignment Assign fundraising-related tasks to team members with due dates. |
Task assignment and management are included in deal management features. | |
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Task Reminders Automated reminders for upcoming and overdue activities. |
Task reminders/alerts available by default. | |
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Recurring Tasks Support for scheduling repetitive tasks (e.g., monthly check-ins). |
Recurring tasks is a feature highlighted under task management. | |
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Shared Calendars View and manage shared team calendars for meetings and follow-ups. |
Shared and team calendars supported for tracking meetings and tasks. | |
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Meeting Scheduling Integrated meeting scheduling, with calendar invites sent directly from CRM. |
Integrated meeting scheduling supported by calendar integration. | |
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Comments & Mentions Collaborate through comment threads and @mentions within records. |
Comments and mentions for collaboration shown in UI screenshots. | |
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Progress Tracking View progress bars or dashboards showing task/completion statuses. |
Progress indicators/dashboards display status of tasks and deals. | |
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Task Prioritization Flag or rank tasks for importance or urgency. |
Task importance/urgency flagging available. | |
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Mobile Task Management Full-featured task management on mobile apps. |
Mobile app supports full-featured task management. | |
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Activity Logging API Log activities programmatically from external sources. |
No information available | |
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Time Tracking Track and report on time spent per task or activity. |
No information available | |
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Integration with Project Mgmt Tools Connect with Asana, Trello, Jira, or similar tools. |
Integrates with project management tools including Asana and Trello. |
User Experience & Access
(9 Yes /9 Known /11 Possible features)
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Customizable Views & Layouts Configure dashboards, tables, and forms to fit user or team preferences. |
Views/layouts in dashboards and lists are highly user-configurable. | |
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Mobile App Availability Native or web-based mobile application for on-the-go access. |
Affinity offers a native mobile app. | |
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Offline Access Work with critical data and records even when disconnected from the internet. |
No information available | |
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Multi-language Support Localized UI for global teams or LPs. |
Multi-language/localization is available for global teams. | |
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High Performance/Load Speed Sub-second response times for data retrieval and screen navigation. |
No information available | |
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UI Accessibility (WCAG) Conforms to web accessibility standards for users with disabilities. |
UI conforms to modern accessibility standards (see web accessibility statement). | |
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Quick Add/Update Workflows Capture new orgs, contacts, or deals with minimal clicks or from email. |
Quick add/update from email and streamlined workflows are showcased. | |
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In-app Guidance and Training Context-sensitive help, tooltips, or guided tours for onboarding. |
Tooltips, guided tours, and contextual onboarding built-in. | |
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Dark Mode User-selectable dark/light display settings. |
Dark mode toggle present in UI settings. | |
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Favorites & Shortcuts Pin or bookmark most-used records for easy return. |
Users can pin favorites/bookmark records for quick access. | |
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Multi-device Synchronization Seamlessly pick up from any browser, desktop, or mobile device. |
Affinity syncs data across web/mobile/desktop apps seamlessly. |
Onboarding, Support & Training
(10 Yes /10 Known /10 Possible features)
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Guided Onboarding Structured onboarding sessions with a product specialist. |
Dedicated onboarding specialist and resources are part of the onboarding process. | |
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Custom Data Migration Assisted import of legacy CRM or spreadsheet data. |
Custom data migration and support available at implementation. | |
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Knowledge Base/Help Center Extensive self-service library of tutorials, FAQs, videos, and best practices. |
Extensive help center and knowledge base available online. | |
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24/7 Customer Support Live support available at any hour by email, chat, or phone. |
Affinity offers 24/7 live support via multiple channels. | |
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Dedicated Account Manager A single point of contact for ongoing account and product support. |
Clients get a dedicated account manager. | |
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Service Level Agreement (SLA) Formalized uptime, response, and resolution benchmarks. |
Formal SLAs documented for enterprise clients. | |
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Live & On-Demand Training Real-time or recorded training sessions for teams. |
Live and on-demand product training is available. | |
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Product Update Notifications Automated alerts about new features or changes. |
Automated notifications on product updates are sent to users. | |
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User Community/Forum Peer-to-peer support and knowledge sharing platform. |
Community forums and peer support exist. | |
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Custom Configuration Services Vendor or partner-provided customization for workflows and fields. |
Professional services available for custom configuration. |
Data Quality & Maintenance
(11 Yes /11 Known /11 Possible features)
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Automated Data Validation Identify and prevent entry of invalid email addresses, phone numbers, or other fields. |
Data validation built into forms and API ingestion. | |
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Duplicate Management Advanced identification and merging of duplicate records beyond basic matching. |
Advanced deduplication and merging of contacts/companies supported. | |
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Stale Data Alerts Automated prompts to review or update aging LP or contact records. |
Stale data prompts and review cycles are available. | |
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Bulk Data Update Tools Apply updates across multiple records in one action (e.g., mass reassignments). |
Bulk updates via mass actions in UI and import tools. | |
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Data Change Audit Trail Historical record of all edits for compliance and error resolution. |
Change/audit trail is standard for compliance needs. | |
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Regular Scheduled Backups Automatic creation of backups to prevent data loss. |
Automated and regular scheduled backups detailed in vendor documentation. | |
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Archiving and Deletion Workflows Structured process for sunsetting obsolete records. |
Archival and deletion workflows included as part of data management. | |
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Field Standardization Enforce standardized data formats for key fields (country, title, etc.). |
Standardized options and enforced choices for key fields enforced. | |
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Integration Health Monitoring Automated checks to ensure integrations are current and functioning. |
Integration health/status check features presented in admin panel. | |
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Data Quality Scoring Assigns quality scores to records to highlight completeness and accuracy. |
Data completeness and hygiene scoring built-in. | |
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Permission-based Data Editing Restrict edit access by team, department, or role. |
Editing restrictions by user/team can be configured. |
Customization & Scalability
(11 Yes /11 Known /11 Possible features)
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Custom Objects & Workflows Add new record types or automate complex processes. |
Custom fields and workflows supported through UI/configuration. | |
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Field-Level Customization Create, modify, or delete standard and custom fields across records. |
Field-level configuration for all major object types. | |
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Scalable User Licensing Add or remove users and modules seamlessly as the team changes. |
Adding/removing users/modules is seamless, per scale options in pricing/support. | |
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Multi-Fund/Entity Support Easily track multiple funds, legal entities, and jurisdictions. |
Multi-fund/entity support is native to the fund/VC version. | |
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Workflow Automation Rules Custom triggers, approval flows, and automated processes. |
Custom workflow automation and trigger definition available. | |
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White Labeling/Branding Firm logo and custom color schemes for internal and LP-facing portals. |
White-label and branding options available for portals. | |
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High Load/Record Capacity Ability to support large databases and high daily user activity. |
undefined High user/record volume scale is supported for enterprise funds; contact vendor for specific numbers. |
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Modular Add-ons Activate additional functionality (e.g., advanced analytics, portal upgrades) as needed. |
Add-on modules (analytics, portal features) can be activated post-implementation. | |
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Permission Customization Granular control over what each user can see and do. |
Granular permission/model configuration available in admin section. | |
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Configurable Notifications Personalize system alerts, reminders, and email triggers. |
Notification triggers and formats can be customized at the user and team levels. | |
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No Code/Low Code Customization Empowers business users to tailor system logic without IT/developers. |
No-code/low-code customization referenced in user documentation. |
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