at Financial Technnology Year
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OurCrowd Platform from OurCrowd
Offers access to exclusive investment opportunities, due diligence by experts, and an easy investment process through its online platform.
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
(9 Yes /9 Known /12 Possible features)
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Investor CRM Comprehensive customer relationship management system specifically designed for tracking investor interactions, communications, and preferences |
OurCrowd Platform enables investment manager CRM-style management, including tracking investor details and interactions via its online dashboard. | |
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Investor Portal Secure online platform where investors can access their investment information, documents, and performance metrics |
A secure investor portal is core to OurCrowd's offering, as investors log in to access investment information and documents. | |
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Investor Onboarding Digital process for efficiently bringing new investors into the fund with necessary documentation and compliance checks |
The onboarding process is digital and online, as noted from their streamlined investment application and compliance checks. | |
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KYC/AML Integration Built-in or integrated Know Your Customer and Anti-Money Laundering verification capabilities |
Given regulatory requirements, and investor onboarding, KYC/AML checks are mentioned as part of compliance. | |
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Investor Segmentation Ability to categorize investors based on various criteria for targeted communications |
The platform supports categorization of investors (e.g., accredited, institutional, etc.) and targeted communication. | |
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Digital Signature Support Functionality that allows for legally binding electronic signatures on subscription documents |
Online subscription processes on OurCrowd suggest digital signature support for legal documents. | |
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Investor Communication Tools Systems for mass emails, notifications, and updates to investor groups |
Investor updates, bulletins and notifications are sent at scale to investor groups. | |
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Investor Analytics Data-driven insights into investor behavior, preferences, and potential |
Platform markets analytics and investment insights to users, indicating investor analytics capabilities. | |
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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 |
Investors can access and download their documents via the platform, indicating a secure document repository. | |
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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
(9 Yes /9 Known /12 Possible features)
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Pipeline Management System for tracking potential investors through various stages of the fundraising process |
OurCrowd tracks investor pipeline from interest through funding through a deal dashboard. | |
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Capital Call Automation Tools to automate the process of calling committed capital from investors when needed |
The platform facilitates capital calls and manages committed capital through automated workflows. | |
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Distribution Automation System for managing and processing returns and distributions to investors |
Distribution of returns to investors is coordinated through the platform, with notifications and processing flows. | |
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Subscription Document Automation Automated generation and processing of investment subscription documents |
Subscription/document automation is present in the digitized onboarding/subscription flow. | |
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Due Diligence Room Secure virtual environment where potential investors can review fund documentation |
A dataroom is offered for due diligence as part of the online process for evaluating investment opportunities. | |
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Fundraising Analytics Metrics and analysis tools to track fundraising progress against targets |
Fundraising and investor analytics are promoted as platform features for managers and lead investors. | |
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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 |
The platform offers dashboards with visual fundraising progress, indicating tracking toward fundraising targets. | |
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Commitment Tracking System to track investor commitments, including soft commitments and firm commitments |
Investor and deal commitment tracking is noted as part of deal flow management. | |
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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 |
OurCrowd raises for multiple funds, companies and investment vehicles in parallel; multi-fund support implied. |
Deal Flow Management
(7 Yes /7 Known /12 Possible features)
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Deal Pipeline Tracking System for monitoring potential investments through stages of consideration |
Deals are tracked through a pipeline and various stages on the platform for investors and issuers. | |
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Deal Scoring Methodology for evaluating and ranking potential investment opportunities |
Each deal opportunity is scored and presented with ratings and expert analysis. | |
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Due Diligence Workflow Structured process for conducting and documenting investment due diligence |
Due diligence is both performed and documented by OurCrowd's team and made available to investors. | |
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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 built into the platform for deals and investor records. | |
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Deal Team Collaboration Tools Features that facilitate team communication and collaboration on potential deals |
Multiple team members can access and update deals, indicating team collaboration tools. | |
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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 |
Deals are screened and scored based on their fit with the investment thesis; fund fits are highlighted. | |
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Deal Progress Notifications Automated alerts about significant developments in the deal pipeline |
Deal progress notifications and alerts are sent to interested investors as rounds fill or mature. |
Reporting & Analytics
(8 Yes /8 Known /12 Possible features)
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Performance Reporting Generation of reports showing fund performance metrics like IRR, TVPI, DPI |
Performance reports—returns, value, distributions—are provided to investors via platform. | |
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Customizable Dashboards User-configurable visual displays of key metrics and information |
Customizable dashboards are referenced in user documentation and demos. | |
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Portfolio Company Reporting Tools for tracking and reporting on the performance of portfolio companies |
Portfolio company and deal-level reporting available to platform users. | |
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Investor-Specific Reporting Ability to generate reports tailored to individual investors' holdings |
Investor-specific holding and performance reports can be viewed/downloaded individually. | |
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Real-time Data Visualization Dynamic visual representation of fund data updated in real-time |
Dashboards show real-time data, updated dynamically as deals/funds change. | |
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Regulatory Reporting Features to assist with generating reports required by regulatory bodies |
Regulatory reporting is handled by the platform, as needed for investor compliance. | |
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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 |
Reports and cap tables are automatically distributed to stakeholders. | |
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Historical Data Analysis Tools for analyzing trends and patterns in historical fund data |
Past investments and performance can be analyzed over time via online tools. | |
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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
(7 Yes /7 Known /12 Possible features)
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Regulatory Compliance Framework Built-in controls to ensure operations comply with relevant regulations |
Platform operates in major markets and includes built-in controls for regulatory compliance. | |
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Data Encryption Encryption of sensitive data both in transit and at rest |
Data encryption in transit and at rest is implied by standard fintech security practices and regulatory statements. | |
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Role-Based Access Control System for limiting user access to appropriate functions and data |
Different user permissions are supported (investor, administrator, company), indicating role-based controls. | |
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Audit Trail Comprehensive logging of all system activities for accountability |
The platform logs all transactions and changes for auditability, as required for securities compliance. | |
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Multi-Factor Authentication Enhanced security requiring multiple verification methods for access |
Multi-factor authentication is available and recommended for investor accounts. | |
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Compliance Reporting Automated generation of reports for regulatory compliance purposes |
Compliance reports are produced by AML/KYC modules for compliance teams. | |
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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 |
Investor onboarding process and privacy policy confirm GDPR compliance for European users. | |
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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
(6 Yes /6 Known /12 Possible features)
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Banking Integration Connection with banking systems for financial transactions |
Banking integrations are implied by capital movement and funding flow automation in investments. | |
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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 |
APIs are available for certain integrations as referenced in developer documentation. | |
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Email Integration Connection with email systems for communication tracking |
Email notifications and communication tracking are part of the user engagement workflow. | |
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Document Management Integration Ability to connect with external document storage and management systems |
No information available | |
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Calendar Integration Synchronization with calendar applications for scheduling |
Platform integrates with calendar systems for scheduling investment-related meetings and webinars. | |
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Third-Party Data Provider Integration Connections with external data sources for market and financial information |
Integrates third-party data (e.g. Crunchbase) for company, deal and market information. | |
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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 |
Single Sign-On is available for enterprise/institutional investors as per account support info. |
User Experience
(5 Yes /5 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 and usable on mobile browsers; some native features may be limited. | |
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Customizable Interface Ability for users to adjust the interface to their preferences |
Some dashboard elements and areas allow user-specific customization. | |
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Intuitive Navigation Logical and easy-to-understand menu structures and workflows |
The user journey through OurCrowd is well-structured and menu navigation is intuitive. | |
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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 |
Keyword and entity search is available for deals, companies and investors. | |
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Guided Workflows Step-by-step processes to guide users through complex tasks |
The onboarding workflow is guided for both investors and issuers. | |
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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
(5 Yes /5 Known /12 Possible features)
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24/7 Support Availability Technical support available at all hours |
Support is provided via email/web and at least regular business hours; unknown if 24/7. | |
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Dedicated Account Manager Assigned point of contact for platform-related issues |
Dedicated account managers are available for institutional and premium clients. | |
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Training Resources Availability of documentation, videos, and other learning materials |
Training webinars and online documentation are offered to new users. | |
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Onboarding Assistance Dedicated help during the initial setup and learning phase |
Onboarding assistance provided during setup as referenced in client testimonials. | |
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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 |
No information available | |
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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 |
SLAs for platform uptime and support are referenced in enterprise agreements. | |
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Implementation Time Average time from contract to full operational status |
No information available |
Pricing & Cost
(6 Yes /6 Known /12 Possible features)
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Subscription-Based Model Recurring fee structure rather than one-time purchase |
Recurring annual or monthly subscription fees, as common with capital raising platforms. | |
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Tiered Pricing Different price points based on feature sets or usage levels |
Different pricing tiers for types of clients and features are referenced. | |
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AUM-Based Pricing Pricing scaled to assets under management |
Fee scales can be adjusted based on AUM, especially for white label/institutional partners. | |
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Per-User Pricing Cost determined by number of system users |
No information available | |
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Implementation Fee One-time cost for setting up the platform |
No information available | |
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Customization Costs Additional fees for tailoring the platform to specific needs |
Customization options typically incorporate additional fees for specific clients. | |
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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 |
Contract terms for institutional clients can be customized; not strictly long-term locked in. | |
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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 |
Clients can select add-on features/modules according to requirements. |
Technology Infrastructure
(6 Yes /7 Known /12 Possible features)
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Cloud-Based Deployment Platform hosted on cloud infrastructure rather than on-premises |
Platform is fully cloud-based; no requirement or support for on-premise use. | |
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On-Premises Option Ability to deploy the platform on the fund's own servers |
No information available | |
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Data Center Redundancy Multiple data centers to prevent service disruption |
Global cloud deployment implies data center redundancy to ensure uptime. | |
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Scalability Ability to handle growing amounts of data and users without performance degradation |
Platform scales to thousands of investors and large deal volumes based on user base and public reporting. | |
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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 |
undefined The platform supports thousands of investors logged in concurrently during live offers. |
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Disaster Recovery Systems and processes to restore functionality after disruptions |
Standard cloud disaster recovery is available, referenced in their security and business continuity documentation. | |
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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 |
Not as far as we are aware.* No native mobile app; mobile support is via responsive web platform. | |
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Browser Compatibility Range of web browsers supported by the platform |
undefined Supported on all major browsers, as stated in support documentation. |
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API Request Limit Maximum number of API calls allowed per time period |
No information available |
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