at Financial Technnology Year
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EquityNet Platform from EquityNet
Provides startups with tools for business planning and financial projections, investor matching, and a community for networking.
Product analysis by function
Capital Raising Platforms for Fund Management
CRM and presentation tools designed specifically for fundraising from limited partners, tracking commitments, and managing the fundraising process.
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Investor Management
(5 Yes /6 Known /12 Possible features)
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Investor CRM Comprehensive customer relationship management system specifically designed for tracking investor interactions, communications, and preferences |
Not as far as we are aware.* EquityNet is focused on startups and entrepreneurs; it is not a comprehensive CRM for tracking ongoing investor relationships. | |
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Investor Portal Secure online platform where investors can access their investment information, documents, and performance metrics |
Platform provides secure logins for investors to view startup profiles and interact with investment opportunities. | |
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Investor Onboarding Digital process for efficiently bringing new investors into the fund with necessary documentation and compliance checks |
Startups can invite investors and facilitate onboarding through digital profiles and dealrooms. | |
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KYC/AML Integration Built-in or integrated Know Your Customer and Anti-Money Laundering verification capabilities |
No information available | |
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Investor Segmentation Ability to categorize investors based on various criteria for targeted communications |
Investors can be filtered and targeted by industry, geography, and investment interests. | |
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Digital Signature Support Functionality that allows for legally binding electronic signatures on subscription documents |
. | No information available |
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Investor Communication Tools Systems for mass emails, notifications, and updates to investor groups |
EquityNet offers a messaging and announcement system for investor communication. | |
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Investor Analytics Data-driven insights into investor behavior, preferences, and potential |
No information available | |
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Maximum Investor Accounts The maximum number of individual investor accounts the platform can efficiently manage |
. | No information available |
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Investor Document Repository Centralized storage system for investor-related documents with access controls |
Documents for deals and due diligence can be uploaded and accessed by invited investors with access controls. | |
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Investor Meeting Scheduler Tools to coordinate and schedule meetings with potential or current investors |
No information available | |
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LP Advisory Committee Management Features to manage communications and governance activities with limited partner advisory committees |
. | No information available |
Fundraising Workflow
(4 Yes /4 Known /12 Possible features)
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Pipeline Management System for tracking potential investors through various stages of the fundraising process |
Platform has features for managing and tracking prospective investors through the funding process. | |
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Capital Call Automation Tools to automate the process of calling committed capital from investors when needed |
No information available | |
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Distribution Automation System for managing and processing returns and distributions to investors |
No information available | |
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Subscription Document Automation Automated generation and processing of investment subscription documents |
No information available | |
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Due Diligence Room Secure virtual environment where potential investors can review fund documentation |
Platform offers a secure data room (virtual due diligence room) for fundraising rounds. | |
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Fundraising Analytics Metrics and analysis tools to track fundraising progress against targets |
Provides metrics and analytics on fundraising progress and investor activity. | |
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Side Letter Management Tools to track and manage special terms agreed with specific investors |
No information available | |
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Waterfall Calculations Automated calculations of distribution waterfalls according to fund terms |
No information available | |
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Fundraising Target Tracking Tools to monitor progress toward fundraising goals with visual dashboards |
Dashboards and project management tools show fundraising progress visually against targets. | |
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Commitment Tracking System to track investor commitments, including soft commitments and firm commitments |
No information available | |
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Processing Speed for Documents The time required to process subscription documents |
. | No information available |
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Multi-Fund Fundraising Capability to manage fundraising processes for multiple funds simultaneously |
. | No information available |
Deal Flow Management
(4 Yes /4 Known /12 Possible features)
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Deal Pipeline Tracking System for monitoring potential investments through stages of consideration |
The deal flow pipeline allows startups to track engagement and stage of all current investment opportunities. | |
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Deal Scoring Methodology for evaluating and ranking potential investment opportunities |
EquityNet provides deal scorecards and ranking tools for potential investments. | |
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Due Diligence Workflow Structured process for conducting and documenting investment due diligence |
Workflows for investor and opportunity tracking act as a diligence checklist. | |
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Deal Source Analytics Analysis of which sources provide the most valuable investment opportunities |
. | No information available |
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Deal Documentation Management System for organizing and accessing documents related to investment opportunities |
Document management is a core part of EquityNet's deal management suite. | |
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Deal Team Collaboration Tools Features that facilitate team communication and collaboration on potential deals |
No information available | |
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Investment Committee Workflow Process management for investment committee reviews and approvals |
. | No information available |
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Maximum Active Deals The maximum number of investment opportunities the platform can effectively track simultaneously |
. | No information available |
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Industry Classification System for categorizing deals by industry or sector for analysis |
No information available | |
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Deal Comparisons Tools to compare multiple potential investments across various metrics |
. | No information available |
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Investment Thesis Alignment Features to assess how well deals align with the fund's investment thesis |
. | No information available |
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Deal Progress Notifications Automated alerts about significant developments in the deal pipeline |
. | No information available |
Reporting & Analytics
(2 Yes /2 Known /12 Possible features)
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Performance Reporting Generation of reports showing fund performance metrics like IRR, TVPI, DPI |
Performance analytics features highlight IRR and related metrics for listed projects. | |
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Customizable Dashboards User-configurable visual displays of key metrics and information |
User dashboards are configurable and can display various key performance and fundraising indicators. | |
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Portfolio Company Reporting Tools for tracking and reporting on the performance of portfolio companies |
. | No information available |
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Investor-Specific Reporting Ability to generate reports tailored to individual investors' holdings |
. | No information available |
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Real-time Data Visualization Dynamic visual representation of fund data updated in real-time |
. | No information available |
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Regulatory Reporting Features to assist with generating reports required by regulatory bodies |
. | No information available |
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Tax Document Generation Automated creation of tax-related documents for investors |
No information available | |
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ESG Reporting Capabilities for tracking and reporting on environmental, social, and governance factors |
No information available | |
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Report Delivery Automation System for scheduling and distributing reports to stakeholders |
. | No information available |
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Historical Data Analysis Tools for analyzing trends and patterns in historical fund data |
. | No information available |
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Report Generation Time Average time required to generate complex custom reports |
. | No information available |
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Data Export Options Formats available for exporting data (CSV, Excel, PDF, etc.) |
. | No information available |
Compliance & Security
(2 Yes /3 Known /12 Possible features)
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Regulatory Compliance Framework Built-in controls to ensure operations comply with relevant regulations |
Not as far as we are aware.* EquityNet does not promote regulatory supervision, and is not a regulated investment platform that would maintain an explicit compliance framework. | |
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Data Encryption Encryption of sensitive data both in transit and at rest |
As a financial platform, EquityNet encrypts sensitive user and deal data in transit and at rest (stated in privacy policy and terms). | |
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Role-Based Access Control System for limiting user access to appropriate functions and data |
Platform has user roles (entrepreneur, investor, etc.) with permissions. | |
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Audit Trail Comprehensive logging of all system activities for accountability |
No information available | |
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Multi-Factor Authentication Enhanced security requiring multiple verification methods for access |
No information available | |
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Compliance Reporting Automated generation of reports for regulatory compliance purposes |
. | No information available |
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Data Residency Controls Ability to specify where data is stored to comply with jurisdictional requirements |
. | No information available |
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GDPR Compliance Features ensuring compliance with General Data Protection Regulation |
. | No information available |
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Regular Security Audits Frequency of independent security assessments of the platform |
. | No information available |
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Backup Frequency How often system data is backed up for disaster recovery |
. | No information available |
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Privacy Shield Certification Certification for transatlantic data transfer compliance |
No information available | |
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Penetration Testing Regular ethical hacking to identify security vulnerabilities |
No information available |
Integration Capabilities
(4 Yes /4 Known /12 Possible features)
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Banking Integration Connection with banking systems for financial transactions |
No information available | |
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CRM Integration Ability to connect with external customer relationship management systems |
No information available | |
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Accounting Software Integration Connection with financial accounting systems for data synchronization |
No information available | |
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API Availability Presence of application programming interfaces for custom integrations |
Platform offers APIs for automated data sharing, especially for enterprise products. | |
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Email Integration Connection with email systems for communication tracking |
No information available | |
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Document Management Integration Ability to connect with external document storage and management systems |
Allows uploading and integrating documents from external sources. | |
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Calendar Integration Synchronization with calendar applications for scheduling |
Calendar invites and integration for pitch sessions and investor meetings are supported. | |
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Third-Party Data Provider Integration Connections with external data sources for market and financial information |
The platform aggregates external data (market, company) and exposes it to its users. | |
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Number of Pre-built Integrations Quantity of ready-to-use connections with popular third-party services |
. | No information available |
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Integration Development Time Average time required to develop a custom integration |
. | No information available |
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Webhook Support Ability to trigger actions in other systems based on platform events |
No information available | |
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Single Sign-On Integration Support for enterprise identity management systems |
No information available |
User Experience
(3 Yes /3 Known /12 Possible features)
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Mobile Compatibility Ability to access and use the platform effectively on mobile devices |
The platform is accessible via mobile browser and has features aiming at mobile compatibility. | |
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Customizable Interface Ability for users to adjust the interface to their preferences |
No information available | |
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Intuitive Navigation Logical and easy-to-understand menu structures and workflows |
Intuitive multi-step process for creating and managing profiles, fundraising, and communication. | |
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White-Labeling Options Ability to customize the platform with the fund's branding |
No information available | |
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Multi-Language Support Availability of the interface in multiple languages |
. | No information available |
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Number of Supported Languages The quantity of languages available in the platform interface |
. | No information available |
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Learning Curve Average time required for new users to become proficient |
. | No information available |
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Search Functionality Comprehensive search capabilities across the platform |
Search tools for startups, investors, and deals are highly featured. | |
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Guided Workflows Step-by-step processes to guide users through complex tasks |
No information available | |
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User Satisfaction Rating Average satisfaction score from current users |
. | No information available |
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Accessibility Compliance Adherence to WCAG or similar accessibility standards |
No information available | |
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Offline Functionality Ability to use certain features without internet connection |
No information available |
Support & Maintenance
(3 Yes /3 Known /12 Possible features)
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24/7 Support Availability Technical support available at all hours |
No information available | |
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Dedicated Account Manager Assigned point of contact for platform-related issues |
No information available | |
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Training Resources Availability of documentation, videos, and other learning materials |
EquityNet provides video demos, guides, and written documentation for users and startups. | |
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Onboarding Assistance Dedicated help during the initial setup and learning phase |
Account onboarding is supported with educational resources and customer support. | |
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System Uptime Guarantee Contractual assurance of platform availability |
. | No information available |
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Response Time Average time to initial response for support tickets |
. | No information available |
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Resolution Time Average time to resolve support issues |
. | No information available |
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Update Frequency How often the platform is updated with new features or improvements |
. | No information available |
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User Community Access to a community of users for knowledge sharing |
EquityNet has an active user and startup community for networking and Q&A. | |
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Customization Support Assistance available for platform customization needs |
No information available | |
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Service Level Agreement Formal commitment to support quality standards |
. | No information available |
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Implementation Time Average time from contract to full operational status |
. | No information available |
Pricing & Cost
(3 Yes /4 Known /12 Possible features)
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Subscription-Based Model Recurring fee structure rather than one-time purchase |
Product is sold on a monthly or yearly subscription basis. | |
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Tiered Pricing Different price points based on feature sets or usage levels |
Pricing tiers are listed publicly based on feature sets. | |
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AUM-Based Pricing Pricing scaled to assets under management |
. | No information available |
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Per-User Pricing Cost determined by number of system users |
Per-user pricing is available for some professional packages per pricing page. | |
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Implementation Fee One-time cost for setting up the platform |
Not as far as we are aware.* No explicit implementation fee for standard packages; all setup is self-service or included. | |
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Customization Costs Additional fees for tailoring the platform to specific needs |
. | No information available |
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Free Trial Availability Option to test the platform before purchase |
No information available | |
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Contract Length Flexibility Options for contract duration beyond standard terms |
. | No information available |
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Annual Cost Range Typical annual cost for a mid-sized fund |
. | No information available |
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ROI Timeframe Average time to achieve return on investment |
. | No information available |
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Volume Discounts Reduced rates for larger implementations or multi-fund managers |
. | No information available |
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Feature-Based Add-ons Ability to purchase only needed additional capabilities |
. | No information available |
Technology Infrastructure
(2 Yes /3 Known /12 Possible features)
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Cloud-Based Deployment Platform hosted on cloud infrastructure rather than on-premises |
EquityNet is a SaaS (cloud-based) product accessed via web browser. | |
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On-Premises Option Ability to deploy the platform on the fund's own servers |
Not as far as we are aware.* There is no on-premise option; all services are cloud-based only. | |
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Data Center Redundancy Multiple data centers to prevent service disruption |
. | No information available |
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Scalability Ability to handle growing amounts of data and users without performance degradation |
Handles thousands of concurrent campaigns and users; designed for scalability (startup fundraising marketplace). | |
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System Response Time Average time for the system to respond to user actions |
. | No information available |
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Data Storage Capacity Maximum amount of data the platform can effectively manage |
. | No information available |
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Concurrent User Capacity Maximum number of simultaneous users without performance impact |
. | No information available |
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Disaster Recovery Systems and processes to restore functionality after disruptions |
. | No information available |
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Recovery Time Objective Target time for system recovery after an incident |
. | No information available |
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Mobile App Availability Dedicated native applications for mobile devices |
. | No information available |
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Browser Compatibility Range of web browsers supported by the platform |
. | No information available |
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API Request Limit Maximum number of API calls allowed per time period |
. | No information available |
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