at Financial Technnology Year
Please contact them if you have any questions.
Funderbeam Market from Funderbeam
Offers a unique marketplace for investing in and trading startup equity, with real-time valuation and liquidity opportunities enhancing portfolio management.
Product analysis by function
Value Creation Tools for Portfolio Management
Platforms facilitating resource sharing, mentorship connections, and strategic introductions to help portfolio companies accelerate growth.
More Value Creation Tools
More Portfolio Management ...
Resource Sharing
(3 Yes /3 Known /15 Possible features)
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Talent Marketplace Centralized database or matching platform for hiring or sharing personnel among portfolio companies. |
No information available | |
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Shared Service Directory Access to vetted vendors and service providers at preferential pricing or terms. |
No information available | |
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Knowledge Base A robust library of guides, playbooks, templates, and best practices accessible to all companies. |
No information available | |
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Document Collaboration Tools for real-time document sharing, collaboration, and version control between portfolio companies. |
No information available | |
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Resource Request Workflow Workflow management for requesting and allocating shared resources (e.g., office space, hardware). |
No information available | |
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Cross-Portfolio Communication Integrated messaging or forum functionality for inter-company communication and discussion. |
No information available | |
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Software License Pooling Facility to pool and reallocate SaaS licenses across portfolio companies. |
No information available | |
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Usage Analytics Analytics and reporting on resource utilization across the portfolio. |
No information available | |
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Automation of Resource Assignment Automated matching and assignment of available resources to companies in need. |
No information available | |
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Integration with External Systems Ability to integrate with third-party HR, procurement, or project management tools. |
No information available | |
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Resource Inventory Cap Maximum number of different resources the platform can catalogue or manage. |
No information available | |
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Search and Filter Capabilities Advanced search and filter features to quickly identify and locate needed resources. |
Funderbeam Market offers advanced filters and real-time search across startup investment opportunities. | |
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Permission Controls Role- and company-based access controls for shared resources and documents. |
No information available | |
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Multi-language Support Supports multiple languages for diverse international portfolios. |
Funderbeam Market supports users worldwide and offers services in multiple languages. | |
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Mobile Access Mobile app or responsive interface to facilitate resource sharing on the go. |
Funderbeam Market is accessible on mobile browsers, facilitating investment management on the go. |
Mentorship Connections
(3 Yes /3 Known /15 Possible features)
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Mentor Directory Searchable, categorized database of available mentors, including expertise and background. |
No information available | |
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Automated Matching Algorithm Machine learning-based or rule-based system for smart matching between mentors and mentees. |
No information available | |
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Mentorship Program Management End-to-end workflow for onboarding, scheduling, and tracking mentorship engagements. |
No information available | |
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Session Scheduling Integrated calendar and scheduling for meetings, calls, and follow-ups. |
No information available | |
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Feedback and Rating System Mechanism for collecting structured feedback and ratings after mentorship sessions. |
No information available | |
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Mentor Availability Indicators Real-time display of mentor availability and responsiveness. |
No information available | |
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Group Mentorship Support Ability to facilitate group mentorship sessions or roundtables. |
No information available | |
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Mentorship Session Capacity Maximum number of mentorship sessions that can be scheduled per month. |
No information available | |
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Goal Tracking Tools for setting, tracking, and reviewing development goals set by mentorship pairs. |
No information available | |
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Confidentiality Features Settings and agreements to help ensure confidentiality during mentorship exchanges. |
As a regulated investment marketplace, confidentiality for transactions and user privacy is ensured. | |
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Cross-Portfolio Networking Mentors can connect with mentees from any participating portfolio company. |
No information available | |
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Mentor Engagement Analytics Data dashboards and reports on mentor engagement, participation rates, and outcomes. |
No information available | |
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Automated Reminders System-generated reminders for upcoming sessions or deadlines. |
Platform sends reminders for trade settlements and portfolio events. | |
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Multimedia Session Support Allows video, audio, and chat-based mentorship sessions. |
Funderbeam supports real-time chat and messaging for buyers and sellers, including negotiation and session management. | |
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Onboarding and Matching Time Average time required to onboard new mentors and match them with mentees. |
No information available |
Strategic Introductions
(4 Yes /4 Known /15 Possible features)
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Introduction Management Workflow Tools for streamlining, tracking, and documenting strategic introduction requests and outcomes. |
No information available | |
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Contact Database Well-maintained and segmented database of potential partners, customers, and investors. |
The platform provides a detailed database of startups, investors, and trading partners. | |
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Warm Introduction Automation Automated mechanisms for requesting, brokering, and tracking warm introductions. |
Warm intro and dealflow requests can be facilitated through platform workflows. | |
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Stakeholder Mapping Visualization tools for mapping relationships between stakeholders within and outside the portfolio. |
No information available | |
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Introduction Success Rates Analytics on conversion rates of introductions made via the platform. |
No information available | |
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Introduction Volume Number of introductions that can be facilitated per month. |
No information available | |
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Follow-Up Automation Automatic reminders and follow-up emails post-introduction. |
Automated notifications and follow-ups are built into investor/issuer engagement. | |
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Conflict Checks Automated detection of potential conflicts of interest before making an introduction. |
No information available | |
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Personalized Introduction Templates Customizable email or message templates for making warm introductions. |
No information available | |
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Request Approval Workflows Customizable workflows for approving, denying, or escalating introduction requests. |
No information available | |
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Data Enrichment Integrations Automatically update and enrich contact data using external databases (e.g., LinkedIn, Crunchbase). |
Funderbeam updates company data using public APIs and external investment databases. | |
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Segmented Contact Sharing Ability to selectively share contacts or lists with relevant companies. |
No information available | |
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Multi-Party Introductions Support for introductions involving more than two parties. |
No information available | |
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Introduction Feedback Mechanism Collecting post-introduction feedback from all stakeholders. |
No information available | |
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Introduction Pipeline Visualization Kanban or timeline visualization of introductions at various stages. |
No information available |
Community Building and Engagement
(6 Yes /6 Known /15 Possible features)
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Online Community Platform Dedicated forum, message board, or social space for portfolio company interaction. |
Funderbeam offers a community and trading chat for market participants. | |
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Virtual and In-Person Event Management Tools for scheduling, promoting, and tracking attendance at portfolio events. |
Virtual investment events and webinars are managed on the platform. | |
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Event RSVP Cap Maximum number of RSVPs or attendees per event. |
No information available | |
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Event Archive and Resources Recorded sessions and event materials accessible for reference. |
Session recordings and market reports are available for platform users. | |
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Interactive Polls & Surveys Built-in polling and survey tools to gather feedback from the portfolio community. |
No information available | |
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Event Notifications and Reminders Automated notifications for upcoming events or deadlines. |
Event and trading notifications are issued for upcoming opportunities. | |
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Special Interest Groups Sub-communities based on themes, sectors, or company stages. |
No information available | |
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Private Messaging One-on-one or group DMs within the platform. |
Supports direct and group messaging for investments and portfolio engagement. | |
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Content Sharing Newsfeeds or content walls for sharing updates, wins, or resources. |
Newsfeed and updates section for sharing company, market, and portfolio news. | |
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Engagement Analytics Metrics on participation, event attendance, and community activity. |
No information available | |
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Calendar Integration Sync platform events with Google Calendar, Outlook, or Apple Calendar. |
No information available | |
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Discussion Moderation Tools Admin controls to moderate or curate community discussions. |
No information available | |
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Gamification Features Badges, points, or leaderboards to encourage active participation. |
No information available | |
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Multi-timezone Support Event times and reminders auto-adjusted for different geographies. |
No information available | |
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Mentor AMA Format Support for “Ask Me Anything” style mentor and founder Q&A sessions. |
No information available |
Platform Integrations & APIs
(6 Yes /6 Known /15 Possible features)
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Open API Availability Does the platform offer open APIs for programmatic integration? |
Funderbeam provides developer API documentation and endpoints for integration. | |
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Native Integration Catalog Number of pre-built native integrations with popular tools (e.g., Slack, Salesforce, GSuite). |
No information available | |
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Single Sign-On (SSO) Support for centralized authentication via SSO providers. |
Single Sign-On is supported for investor/issuer accounts. | |
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Real-Time Data Sync Bi-directional, real-time data synchronization with integrated systems. |
No information available | |
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Webhook Support Capable of triggering external services via webhooks. |
Webhook integrations available for event notifications. | |
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Standard Data Export Formats Ability to export platform data in standard formats (e.g., CSV, JSON, XLSX). |
Data export in CSV and other formats is supported for portfolio and transaction data. | |
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Integration Setup Time Average time to set up common integrations. |
No information available | |
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Marketplace for Extensions Availability of a marketplace for third-party add-ons and extensions. |
No information available | |
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Integration Support Documentation The depth and quality of API and integration documentation. |
API and integration support documentation is available online. | |
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Custom Data Mapping Supports mapping platform data fields to external system schemas. |
No information available | |
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User Provisioning Automation Automates user onboarding/offboarding via integrations. |
No information available | |
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Integration Failure Alerts Immediate alerts for integration failures or errors. |
No information available | |
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Sandbox Environment Test environment for developing and validating integrations. |
No information available | |
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Data Ingestion Rate Maximum rate at which data can be ingested via integration APIs. |
No information available | |
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Security Certifications for Integrations Level of security compliance for API and data connections (e.g., SOC 2, ISO 27001). |
Platform is GDPR-compliant and certified for financial/integration security. |
Analytics & Reporting
(5 Yes /5 Known /15 Possible features)
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Value Creation Dashboard Visual dashboard summarizing key value-add activities and metrics portfolio-wide. |
No information available | |
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Custom Report Builder Drag-and-drop report creation interface. |
No information available | |
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Real-Time Analytics Analytics update continuously as new data is entered. |
Real-time reporting dashboards update with every trade and price change. | |
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KPI Tracking Track and display custom-selected KPIs for each company or the whole portfolio. |
No information available | |
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Data Export Capabilities Ability to export visualizations and raw data for further analysis. |
Portfolio data and transaction records can be exported for additional analysis. | |
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Scheduled Reporting Reports automatically generated and sent to stakeholders at preset intervals. |
No information available | |
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Drill-Down Functionality Ability to click through summary data to detailed source-level information. |
No information available | |
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Engagement Heatmaps Visual heatmaps flagging most- and least-engaged companies or activities. |
No information available | |
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Attribution Tracking Link value creation activities to measurable company outcomes (e.g., revenue growth, new hires). |
No information available | |
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Custom Metric Creation Ability to define and track unique metrics or composite scores. |
No information available | |
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Alerting on Anomalies Alerts triggered by unexpected drops, spikes, or inactivity. |
No information available | |
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Dashboard User Cap Maximum number of concurrent users who can access dashboards. |
No information available | |
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Automated Data Ingestion Automatic import of relevant data from integrated portfolio company systems. |
The platform automatically pulls and updates deal and trading data from registered companies. | |
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Benchmarking Tools Benchmark performance across companies, sectors, or stages. |
Benchmarking tools for company and market performance comparison are included. | |
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Historical Data Archive Access and analyze historical engagement and activity data over years. |
Historical trade, investor, and market data is available for analysis. |
Security & Compliance
(9 Yes /9 Known /15 Possible features)
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Data Encryption at Rest and Transit Full encryption of stored and transmitted data. |
Funderbeam employs full data encryption for all transactions and personal data. | |
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Role-Based Access Controls Granular controls to restrict feature and data access by user role. |
Role-based permissions, e.g., investor, issuer, admin, control access throughout the platform. | |
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Audit Logs Comprehensive logs documenting platform and user activity. |
User and transaction audit logs are maintained for compliance and review. | |
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Multi-Factor Authentication (MFA) Supports MFA for all users to ensure secure access. |
Multi-factor authentication offered for secure account access. | |
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GDPR/CCPA Compliance Product conforms to key international privacy regulations. |
Funderbeam is GDPR and generally privacy-law compliant, including EU and UK. | |
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Custom Data Retention Policies Flexible settings for how long platform and user data are stored. |
Users and businesses can control their own data retention settings as required by compliance. | |
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SAML/SSO Authentication Supports SAML-based SSO for enterprise-grade authentication. |
No information available | |
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External Security Audits Regular external audits and penetration tests of product security. |
No information available | |
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Incident Response SLA Guaranteed maximum response time for security incidents. |
No information available | |
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Data Residency Options Allows customer choice of data storage region (EU, US, etc). |
Data residency choice is possible—EU/UK regulated data centers offered. | |
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End-to-End User Consent Management Mechanisms for capturing and managing user consent for data processing. |
No information available | |
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Breach Notification System Immediate notifications to admins and users in case of data breach. |
Immediate notifications in case of a data breach are required by regulations and implemented. | |
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Customizable Access Policies Define unique access rules for diverse user groups. |
No information available | |
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API Security Features Supports secure tokens, rate limiting, and input validation for external integrations. |
Uses secure tokens and standards for all API and data access. | |
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User Session Timeout Maximum allowable inactive session duration before automatic logout. |
No information available |
User Experience & Accessibility
(7 Yes /7 Known /15 Possible features)
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Intuitive UI Design Modern, clean interfaces and logical navigation structures. |
Modern UI and logical layout allow users to navigate the fintech marketplace efficiently. | |
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Accessibility (WCAG) Compliance Meets Web Content Accessibility Guidelines (WCAG) to support users with disabilities. |
No information available | |
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Onboarding Wizards Step-by-step guided setup for new users. |
Guided onboarding wizard provided for first-time investors. | |
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Multi-Device Support Fully responsive and adaptive across desktop, tablet, and mobile. |
Responsive design works across desktop, tablet, and mobile devices. | |
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Customizable Dashboards Users can tailor dashboards to display only relevant information and widgets. |
No information available | |
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Search Functionality Powerful, universal search across all platform data. |
Global search across listings, people, and portfolio records. | |
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Localization Supports multiple languages, currencies, and local standards. |
Multiple language, currency, and country support for users worldwide. | |
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User Feedback Loops Easy methods for submitting support requests and suggestions. |
Support and feedback submission button provided within the platform. | |
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Training Resources Access to training videos, walkthroughs, and documentation. |
Extensive training videos and documentation are provided for using the platform. | |
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In-Platform Support Chat Real-time help chat integrated in the product UI. |
No information available | |
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Navigation Speed Average time to load new views or data. |
No information available | |
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Personalization Options Ability for users to set preferences, notification settings, and themes. |
No information available | |
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Accessibility Testing Coverage Percentage of platform features tested for accessibility. |
No information available | |
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Mobile App Support Availability of a dedicated mobile application (iOS/Android). |
No information available | |
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Self-Service Help Center Rich online help and FAQ covering product functions and troubleshooting. |
No information available |
Support & Customer Success
(1 Yes /1 Known /15 Possible features)
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Dedicated Customer Success Manager Assigned point of contact for onboarding, adoption, and ongoing support. |
No information available | |
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Multi-Channel Support Availability Support via phone, email, chat, and ticketing portals. |
No information available | |
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Support Response SLA Maximum response times for resolving support requests. |
No information available | |
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24/7 Emergency Support Round-the-clock support for critical product issues. |
No information available | |
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Onboarding and Implementation Services Structured onboarding and migration assistance. |
No information available | |
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In-App Guided Tours Interactive walkthroughs embedded within the platform. |
No information available | |
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Video Tutorials Extensive video library for self-paced learning. |
Video tutorials explaining market use and trading are made available by Funderbeam. | |
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Community Support Channels Peer-to-peer support via user forums or groups. |
No information available | |
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Feature Request Tracking Track, upvote, and respond to customer feature ideas. |
No information available | |
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Knowledge Base Depth Number of unique articles or topics available in the support knowledge base. |
No information available | |
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Net Promoter Score (NPS) Tracking Systematic measurement of user satisfaction and loyalty. |
No information available | |
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Online Ticketing Portal Log, manage, and view support requests online. |
No information available | |
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Usage Analytics for Support Reports on common pain points or frequently accessed resources. |
No information available | |
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Customer Health Scoring Algorithmic assessment of account health and risk of churn. |
No information available | |
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Live Training Sessions Scheduled live webinars or workshops for new features and best practices. |
No information available |
Customization & Scalability
(3 Yes /3 Known /15 Possible features)
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White Labeling Platform branding, emails, and URLs can be customized. |
No information available | |
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Custom Fields & Objects Create new fields or entities to store portfolio-specific data. |
No information available | |
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Workflow Automation Builder Drag-and-drop tools to automate business processes uniquely. |
No information available | |
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Scalable User Limits Ability to support growing numbers of users/companies without performance loss. |
No information available | |
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Custom Branding for Emails & Notifications Email communications reflect VC’s brand. |
No information available | |
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Flexible Role and Permission Schemes Define and assign unique user types, roles, and permissions. |
Platform offers detailed permission and role controls for investors and company accounts. | |
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Portfolio Size Cap Maximum number of portfolio companies supported. |
No information available | |
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Customizable Landing Pages Unique, company- or cohort-specific landing and resource pages. |
No information available | |
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Bulk Data Import/Export Efficiently migrate large amounts of data into/out of the platform. |
Supports bulk CSV data uploads for investor/portfolio lists. | |
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Multi-Fund Support Segment and manage data by investment fund or focus area. |
Portfolios can be segmented and managed by investor, syndicate, and fund type. | |
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Scalability Stress Test Results Performance stats under maximum simulated load. |
No information available | |
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Reporting Template Customization Create, edit, and save custom report templates. |
No information available | |
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Flexible API Rate Limits Adjustable rate limits for high-volume integrations. |
No information available | |
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Automated Custom Notifications Trigger custom alerts and reminders based on any system event. |
No information available | |
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Custom Terms and Conditional Logic Define business rules and custom workflows using conditionals. |
No information available |
Performance & Reliability
(6 Yes /6 Known /15 Possible features)
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Guaranteed Uptime SLA Contractual commitment to a percentage of platform uptime (e.g., 99.9%). |
No information available | |
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Average Latency Average time for transactions or requests to be processed. |
No information available | |
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Scalable Hosting Dynamic allocation of compute/storage resources to handle increased load. |
Funderbeam utilizes scalable cloud hosting infrastructure to support growth. | |
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Automated Failover Automatic switching to backup systems in case of hardware/software failure. |
Redundancy and automated failover are critical to market operations and uptime. | |
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Data Backup Frequency How regularly data is backed up. |
No information available | |
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Disaster Recovery Plan Formal documentation and testing of recovery from critical failures. |
Funderbeam documents and tests disaster recovery as part of regulatory compliance. | |
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Geographical Redundancy Data centers in multiple locations to reduce risk and latency. |
Data centers and hosting are geographically distributed in EU/EEA and other approved regions. | |
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System Status Page Publicly available real-time status dashboard. |
No information available | |
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Monitoring and Incident Alerting 24/7 monitoring and real-time alerting on issues. |
Around-the-clock monitoring and rapid incident alerting are implemented for financial transactions. | |
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Rolling Upgrades Software upgrades can be done without downtime. |
No information available | |
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Concurrent User Cap Maximum tested number of concurrent users before performance degrades. |
. | No information available |
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Transaction Throughput Number of platform transactions handled per second. |
. | No information available |
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API Call Latency Average time to receive a response from API endpoints. |
. | No information available |
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Version History Snapshots History of document or data versions is maintained for recovery. |
Transaction, order, and trade history are versioned and recoverable. | |
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Downtime Notification Lead Time Minimum advance notice before planned maintenance downtime. |
. | No information available |
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