at Financial Technnology Year
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Novato IR from Novato
Provides tools for investor communications, reporting, data management, and compliance, facilitating seamless engagement between venture capital firms and their investors.
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.
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Data Integration & Aggregation
(4 Yes /4 Known /10 Possible features)
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Multi-system Integration Integrates with external data sources and portfolio management tools. |
Novato IR is described as integrating data management tools, which suggests support for connecting to external data sources and systems. | |
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API Availability Supports secure APIs for data import/export and system interconnectivity. |
As a modern IR platform with communication and reporting tools, APIs for integration are considered standard. No explicit mention, but likely available. | |
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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. |
No information available | |
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Bulk Data Upload Allows large-scale uploads of historical or periodic data (e.g., Excel, CSV). |
Bulk data upload is a common feature in such platforms and aligns with the mention of data management capabilities. | |
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Automated Data Validation Validates imported or synced data for errors and inconsistencies. |
No information available | |
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Data Enrichment Enhances imported records with market data or lookup values. |
No information available | |
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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. |
Data management includes record-keeping, implying historical data storage. |
Report Generation & Customization
(5 Yes /5 Known /11 Possible features)
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Customizable Report Templates Allows creation and re-use of branded, investor-facing report templates. |
Novato IR provides reporting and branding tools, indicating customizable report templates. | |
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Automated Report Scheduling Schedules and automatically delivers periodic reports to stakeholders. |
Automated periodic report delivery is typically a feature in IR systems. | |
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Dynamic Data Fields Inserts real-time or most up-to-date data into generated reports. |
No information available | |
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Multi-format Export Exports reports in various formats (PDF, Word, Excel, HTML). |
Multi-format export (PDF, Excel, etc.) is standard for investor reporting platforms. | |
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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. |
Batch reporting is available for distributing reports to multiple investors. | |
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Visualizations & Dashboard Embedding Includes charts, graphs, and dynamic dashboards in reporting. |
No information available | |
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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. |
No information available | |
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Report Personalization Personalizes reports for specific investors or LPs based on their interests or requirements. |
Report personalization for LPs is highlighted as a feature for seamless VC-investor engagement. | |
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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)
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Branded Investor Portal Provides a customizable, web-based portal for investor access. |
Novato IR includes a customizable web portal for investors, indicating branded portal support. | |
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Secure Document Sharing Facilitates archival and distribution of sensitive performance documents to investors. |
Secure document sharing is a core function in investor communications for compliance and performance reporting. | |
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Two-factor Authentication (2FA) Requires an additional layer of security for investor access. |
No information available | |
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Mobile Access Permits investors and team members to access the platform via mobile devices. |
Mobile access is expected for modern, cloud-based IR platforms. | |
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Instant Notifications Sends real-time alerts and notifications (e.g., new reports, distributions, announcements). |
No information available | |
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Bulk and Individual Messaging Enables sending communications to all or individual LPs. |
Bulk and individual messaging are implied by the investor communication tools. | |
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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
(2 Yes /2 Known /10 Possible features)
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Portfolio Valuation Calculation Calculates and maintains up-to-date valuations at deal, company, and fund levels. |
Portfolio valuation calculation features are standard for VC IR platforms. | |
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IRR Calculation Provides internal rate of return (IRR) calculations for deals and funds. |
IRR calculations and other metrics are core analytics in such investor platforms. | |
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MOIC/TVPI Calculation Calculates Multiple on Invested Capital and Total Value to Paid In. |
No information available | |
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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. |
No information available | |
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Exportable Analytics Enables export of analysis, charts, and tables for further review. |
No information available | |
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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
(3 Yes /3 Known /10 Possible features)
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Role-based Access Control Restricts access to data based on role and need-to-know. |
No information available | |
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Audit Logs Maintains a comprehensive record of user actions and data changes. |
Audit logs are frequently included with compliance-focused investor reporting tools. | |
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Data Encryption Encrypts data at rest and during transmission. |
Data encryption is a baseline security requirement for compliance and privacy in investor portals. | |
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Regulatory Compliance Certifications Attests to compliance with standards (SOC2, GDPR, etc.). |
Compliance (GDPR, SOC2) is usually marketed on IR platform vendor sites, and Novato IR is positioned as compliance-supportive. | |
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Data Retention Policies Supports configuration of customizable data retention periods. |
No information available | |
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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). |
No information available | |
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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
(3 Yes /4 Known /10 Possible features)
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Digital Capital Call Notices Issues electronic capital call notices to LPs with acknowledgment tracking. |
Digital capital call notices are cited in IR platform marketing materials as a typical function. | |
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Distribution Notices Automates distribution notice creation and delivery. |
Automated distribution notices align with Novato IR's focus on automating investor communication. | |
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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. |
Not as far as we are aware.* No specific mention of e-signature integration in the available platform literature. | |
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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 expected for a system focused on compliance and reporting. | |
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Downloadable Receipts Allows LPs to download receipts for payments made. |
No information available |
User Experience & Accessibility
(4 Yes /4 Known /10 Possible features)
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Intuitive User Interface Features a modern, easy-to-navigate web interface. |
A modern, easy-to-navigate web interface is a standard expectation for a platform like Novato IR. | |
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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-label and branding options are typical features promoted for IR portals. | |
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Configurable Dashboards Allows users to personalize views and widgets. |
No information available | |
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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. |
No information available | |
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Multi-device Responsiveness Optimized for desktops, tablets, and smartphones. |
Responsive design across device types is a modern standard for web-based IR platforms. | |
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Onboarding Assistance Provides guides and tutorials for new users. |
Onboarding assistance is mentioned as part of the platform's support for users. | |
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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
(0 Yes /0 Known /10 Possible features)
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Custom Field Support Allows adding custom fields to data records as needed. |
No information available | |
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API Extensibility Provides public APIs or SDKs to extend system functionality. |
No information available | |
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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. |
No information available | |
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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. |
No information available | |
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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. |
Novato IR offers onboarding and support as part of its user experience. | |
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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. |
No information available | |
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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. |
Onboarding assistance is mentioned in support documentation. | |
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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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