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Fundwave Reporting from Fundwave
Tailored performance reporting, automated calculations of IRR and multiples, detailed fund tracking, investor communication features, and customizable dashboards.
Product analysis by function
Performance Reporting Tools for Investor Relations
Software generating customized reports on fund performance, including IRR calculations, cash-on-cash returns, TVPI, DPI, and other venture capital metrics.
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Core Performance Metrics
(12 Yes /12 Known /15 Possible features)
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IRR Calculation Ability to compute internal rate of return (IRR) for fund and portfolio metrics. |
Product notes and website state IRR is automatically calculated in reports. | |
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Net IRR Calculation Provides calculation for net IRR after fees, expenses, and carried interest. |
Custom and net IRR calculation (after fees, expenses, and carry) is referenced as a supported metric in documentation and product demos. | |
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Gross IRR Calculation Ability to calculate gross IRR before fees and carried interest. |
Gross IRR reporting is supported per product specification for pre-fee and carry analytics. | |
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TVPI Reporting Calculates and reports Total Value to Paid-In (TVPI) multiple. |
TVPI is explicitly called out as a standard metric in Fundwave's reporting modules. | |
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DPI Reporting Calculates and reports Distributions to Paid-In (DPI) multiple. |
DPI is supported in built-in analytics—user documentation and product pages reference automated DPI computation. | |
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RVPI Reporting Calculates and reports Residual Value to Paid-In (RVPI) multiple. |
RVPI calculation is listed in standard metrics in product overview and reporting screenshots. | |
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Cash-on-Cash Return Calculates cash-on-cash return ratios for funds and investments. |
Cash-on-cash returns are available as part of the standard and custom reporting. | |
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MOIC Calculation Provides Multiple on Invested Capital (MOIC) calculations. |
MOIC is specifically supported as a multiple in the Fundwave reports, per documentation. | |
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Custom Metric Tracking Enables users to define and track custom fund performance metrics. |
Custom metric tracking and calculation is supported—users can configure and track additional metrics. | |
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Time-Weighted Returns Ability to calculate and report time-weighted returns in addition to IRR. |
No information available | |
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Public Market Equivalent (PME) Calculates PME to compare fund performance with public benchmarks. |
No information available | |
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Benchmarking Engine Provides built-in benchmarks for comparison, configurable with user data. |
Benchmarking engine and alignment with relevant vintage and peer group benchmarks are discussed in product marketing. | |
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Vintage Year Analysis Ability to segment and analyze returns by vintage year. |
Vintage year analysis is a supported filter and grouping in custom reports. | |
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Fund Level vs Deal Level Analytics Supports calculation and comparison of metrics at both fund and deal level. |
Both fund-level and deal-level analytics are available and can be compared in reporting settings. | |
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Number of Supported Metrics Total number of out-of-the-box metrics supported by the platform. |
No information available |
Report Customization and Automation
(10 Yes /10 Known /14 Possible features)
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Custom Report Builder Allows users to design custom reports using a drag-and-drop interface or configurable templates. |
Custom report builder (custom dashboards and reports) is a core marketing feature. | |
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Report Scheduling Automated scheduling of report generation and distribution to designated recipients. |
Scheduling and automated distribution of reports is offered (as per product website and documentation). | |
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Dynamic Report Updates Real-time updating of reports as new data becomes available. |
Dynamic real-time updates to dashboards as data changes are highlighted among Fundwave's core features. | |
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Automated Data Refresh Automatic pulling and refreshing of performance data in reports. |
Automated data refresh and pulling from integrated sources is discussed on Fundwave's features page. | |
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Distribution Lists Support for user-defined recipient lists or groups for report dissemination. |
No information available | |
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Custom Branding Ability to include custom logos, colors, and branding elements in reports. |
Custom logos and branding are supported in both dashboards and outward facing reports. | |
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Multi-fund Reporting Enables reports covering multiple funds with consolidated metrics. |
Multi-fund reporting is supported as users can consolidate across funds in both exports and dashboards. | |
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White-label Capabilities Generate reports that are fully white-labeled for external stakeholders. |
No information available | |
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Pre-built Templates Availability of a library of best-practice pre-built report templates. |
Library of best-practice pre-built report templates is advertised. | |
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Ad-Hoc Reporting Generate unscheduled, on-demand reports with a flexible data selection. |
Ad-hoc report generation is supported; users can pull data on-demand. | |
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Legal and Compliance Footers Include customizable compliance and legal disclosures automatically. |
No information available | |
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Custom Calculations Allows inclusion of custom calculation logic in report fields. |
Users can define custom calculations in report templates per documentation. | |
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Number of Customization Options Total number of areas that can be customized in a report. |
No information available | |
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Configurable Time Periods Option to generate reports for custom or rolling time periods. |
Configurable/rolling time periods for reports are mentioned in feature list. |
Data Integration and Import
(11 Yes /11 Known /14 Possible features)
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API Integrations Ability to connect via APIs to data warehouses, accounting software, or portfolio management systems. |
API integrations into third-party systems and data import/export is covered on product integration page. | |
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Excel/CSV Import Supports straightforward bulk import via .csv/.xls files. |
Bulk import via Excel/CSV is standard for all reporting modules. | |
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Automated Data Feeds Automate regular pulling of data from identified data sources. |
Automated data feeds (scheduled or triggered pulls) discussed for integrating with other systems. | |
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Custom Data Connectors Ability to develop and use custom data connectors as needed. |
Product marketing confirms support for building custom data connectors as needed. | |
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Data Validation Checks Includes built-in validation and error detection for incoming data. |
Data validation checks and built-in error handling during imports/feeds are specified in support documentation. | |
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Data Reconciliation Tools Enables the reconciliation of imported data with source or reference data. |
Reconciliation tools mentioned for comparing imported vs. source data. | |
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Historical Data Import Allows import and backfilling of historical performance data. |
Supports historical data import/backfill, per onboarding support and migration documentation. | |
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Third-party Data Vendor Integration Supports integration with third-party investment data providers. |
No information available | |
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Manual Data Entry Interface Easy-to-use UI for manual entry of investment or performance data. |
Manual data entry interfaces are provided in the platform UI. | |
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Data Mapping Tool Provides tools to map imported data fields to the appropriate application fields. |
Mapping tools for imported data are available (Excel, CSV, API mapping). | |
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Error Resolution Workflow Workflow tools to identify, investigate, and correct data import errors. |
Error resolution workflows and notification of import errors described in user docs. | |
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Data Import Speed The average speed at which the software can import standard-size performance datasets. |
No information available | |
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Maximum Data Capacity The maximum number of records or data rows the platform can handle/import. |
No information available | |
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SFTP Integration Ability to connect and retrieve data via Secure File Transfer Protocol (SFTP). |
SFTP integration listed among supported import/export options. |
Visualization and Analytics
(12 Yes /12 Known /14 Possible features)
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Interactive Dashboards Provides interactive dashboards with configurable widgets and drill-down options. |
Product highlights interactive dashboards with customizable and drill-down widgets. | |
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Graphical Charting Rich graphical chart options (bar, line, waterfall, pie charts, etc.). |
Rich graphical charting options available—e.g., bar, line, pie, waterfall, as indicated in screenshots. | |
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Trend Analysis Built-in tools for trend analysis over customizable periods. |
Trend analysis tools are available for custom and built-in metrics. | |
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Scenario Analysis Ability to model and display performance under different hypothetical scenarios. |
Scenario analysis and hypothetical modeling are mentioned in advanced analytics. | |
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Peer Comparison Allows visual comparison between different funds, deals, or benchmarks. |
Peer comparison benchmarks and visualizations are a product feature. | |
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Portfolio Company Drill-down Drill down into the contribution of individual portfolio companies. |
Ability to drill to portfolio company contribution attributed in dashboard customizations. | |
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Geographic Analysis Breakdown and visualize portfolio performance by geography. |
No information available | |
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Industry Sector Breakdown Visualize and analyze the portfolio by industry sector. |
Industry breakdown/analysis among widget and report options. | |
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Custom Widget Library Extensive library of customizable dashboard widgets. |
Custom widget library for dashboards is referenced in reporting marketing. | |
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Export Visualizations Export graphs and dashboards in various formats (PDF, PNG, Excel, etc.). |
Visualizations can be exported in multiple formats (PDF, Excel, images, etc.). | |
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Real-Time Data Visualization Dashboards and visualizations update in real time with incoming data. |
Real-time visual updates for data changes are noted on product site. | |
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Multi-Fund Comparison Visual comparison across multiple funds in a single dashboard. |
Multi-fund dashboard comparison is supported for cross-fund analytics. | |
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Number of Chart Types Number of different chart or visualization types supported. |
No information available | |
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Custom KPI Definitions Allows users to define custom KPIs to visualize on dashboards. |
Custom KPI definition supported for dashboard/report configuration. |
Investor Portal and Access Control
(10 Yes /10 Known /14 Possible features)
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Investor Portal A secure portal for investors to access performance documents and dashboards. |
Investor portal (secure, access-controlled) mentioned as primary feature for investor reporting. | |
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Custom Investor Views Ability to create personalized views for each investor or LP. |
Configurable investor views and dashboards are available. | |
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Role-Based Access Control Granular permissions based on user roles and investor type. |
User and role-based access controls available for varying permission granularity. | |
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Document Vault Secure repository for investor-level documents and reports. |
Document vault for sharing fund and investor-specific documents (secure uploads/downloads) is built in. | |
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Secure Two-factor Authentication Support for strong authentication methods like 2FA or SSO. |
Two-factor authentication (2FA) and SSO are security options for portal login. | |
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Audit Trail Comprehensive logging of report access and portal usage. |
Audit trail and reporting access logs are implemented for compliance and review. | |
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Investor Notifications Automated notifications to investors when new reports are available. |
Investor notification automation is available—investors are notified of new reports. | |
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Upload/Download Permissions Set permissions for downloading or uploading reports and documents. |
Permissions on uploads/downloads of documents controlled per user/group. | |
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Customizable Landing Pages Each LP or investor can have a handcrafted landing page within the portal. |
No information available | |
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Multi-language Support Portal can be accessed in multiple languages. |
Multi-language support is listed for the investor portal. | |
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Bulk User Management Ability to efficiently manage access for multiple investors/LPS at once. |
No information available | |
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Mobile Access Investor portal can be accessed via mobile and tablet devices. |
Investor portal is mobile-optimized and accessible on tablets/phones. | |
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White-label Portal Fully brandable portal for investor communications. |
No information available | |
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Number of Permission Levels How many unique permission levels for granular control. |
No information available |
Security and Compliance
(10 Yes /10 Known /14 Possible features)
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Data Encryption at Rest All stored data is encrypted using industry standards. |
Industry-standard AES data encryption at rest is referenced in security documentation. | |
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Data Encryption in Transit All data transmitted between users and systems is encrypted. |
All data in transit is encrypted via HTTPS/TLS per product security policy. | |
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Role-based Access Controls Granular access rights to control who can view or edit sensitive data. |
Granular role-based access controls for both reporting and portal access, as described in platform overview. | |
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GDPR Compliance Adherence to GDPR and other data privacy standards. |
Company claims compliance to GDPR in handling investor and fund data. | |
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SOC 2 Certification System and processes are audited and certified under SOC 2 standards. |
No information available | |
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Data Retention Policies Configurable rules for retaining, archiving, or deleting data. |
No information available | |
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Comprehensive Audit Logs Maintains logs of all user actions for audit purposes. |
Audit logs for user actions/reference are maintained, as per user/admin documentation. | |
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Single Sign-On (SSO) Enables users to access the platform via enterprise SSO. |
Single Sign-On (SSO) is supported with enterprise identity providers. | |
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Two-Factor Authentication (2FA) User authentication must include a second verification factor. |
Two-factor authentication (2FA) is standard for enhanced login security. | |
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Data Backup & Disaster Recovery Automated scheduled backups and DR procedures. |
Automated data backup and disaster recovery procedures described in security section. | |
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Secure API Access APIs require authentication and encryption. |
API endpoints require authentication and encryption as a security best practice. | |
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User Session Timeout Sessions automatically expire after configurable inactivity. |
Session timeout is configurable and referenced in user settings/security section. | |
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IP Whitelisting Restrict access to the platform by IP addresses. |
No information available | |
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Number of Security Certifications The number of distinct third-party security certifications held. |
. | No information available |
User Experience and Interface
(7 Yes /7 Known /14 Possible features)
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Intuitive Navigation Clear menu structures and user journeys for easy access to features. |
User interface and navigation is highlighted as intuitive in both documentation and third-party reviews. | |
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Responsive Design Interfaces adjust automatically to various device screen sizes. |
The web interface is responsive and adjusts for mobile/tablets. | |
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Guided Onboarding Step-by-step onboarding for new users and teams. |
No information available | |
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Help Center/FAQs Integrated searchable help/FAQ knowledge base. |
Help Center and FAQ portal available to users per support section. | |
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Interactive Tutorials Clickable stepwise tutorials embedded in-app. |
No information available | |
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Accessibility Features Compliance with accessibility standards (WCAG, etc.). |
No information available | |
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User Feedback Mechanism In-app feedback or support ticketing system. |
No information available | |
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Customizable User Preferences Users can set preferences for notifications, dashboards, displays, etc. |
Users can set notification and report/dashboard customization preferences. | |
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Multi-language Interface The platform's interface is available in multiple languages. |
Multi-language interface is supported in both the main platform and investor portal. | |
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Performance Speed Average time to load standard dashboard or report. |
No information available | |
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Number of Supported Languages The number of different language options available. |
No information available | |
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Brand Customization User ability to set logos, colors, and other brand elements in UI. |
Branding, logos, and color themes are configurable by the user/firm. | |
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Dark Mode Ability for users to switch between light and dark themes. |
No information available | |
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Search Functionality Comprehensive, platform-wide search and filtering tools. |
Comprehensive platform search and filtering tools are included. |
Collaboration and Communication
(1 Yes /1 Known /14 Possible features)
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Internal Notes and Comments Allow internal team members to leave notes on reports or investment records. |
No information available | |
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Shareable Links Generate secure links for specific reports or dashboards with customizable expiration. |
No information available | |
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In-Platform Messaging Direct message capability between users within the platform. |
No information available | |
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Collaboration Workspaces Private workspaces for IR team collaboration on documents and reports. |
No information available | |
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Task Assignment Assign tasks or action items directly from reports or dashboards. |
No information available | |
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Discussion Threads Enable threaded discussions attached to datasets or reports. |
No information available | |
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Notification Center Centralized area for all user notifications—comments, approvals, updates. |
No information available | |
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Investor Q&A Tracking Built-in module to log and track investor queries and management responses. |
No information available | |
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Email Integration Send reports, alerts, and communications directly via integrated email. |
Reports and documents can be sent directly from platform via email integration. | |
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Version Control Track and manage different versions of reports or analysis. |
No information available | |
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User Mentioning Ping users by @mention for collaboration or review. |
No information available | |
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Read Receipts Know when sent reports or communications are opened or read. |
No information available | |
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Role-Based Sharing Permissions Set detailed permissions on how and with whom items can be shared. |
No information available | |
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Comment Moderation Support for monitoring and moderating collaboration tools. |
No information available |
Audit, Traceability, and Governance
(2 Yes /2 Known /12 Possible features)
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Comprehensive Audit Trails Every data change, report generation, and access event is logged and time-stamped. |
Audit trails are created for all report access, data changes, and document actions. | |
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User Activity Tracking Log and report on detailed user actions at the field, record, and report level. |
User activity tracking is enabled and reportable, as per admin controls. | |
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Exportable Audit Logs Export logs in standard formats for review and compliance. |
No information available | |
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Change Log Reports Automated reports on key changes to datasets and reports. |
No information available | |
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Approval Workflows Configurable review and approval processes for publication of key reports. |
No information available | |
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Record Locking Locking mechanisms to prevent changes after review/approval. |
No information available | |
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Version History Access to and restoration of historical versions of datasets and reports. |
No information available | |
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Data Provenance Tracking Track the origin and path of all performance data (source-to-report). |
No information available | |
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Regulatory Report Templates Pre-built templates for reporting to regulators or industry bodies. |
No information available | |
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Role-Based Workflow Permissions Define which users can approve, edit, or view based on workflow steps. |
No information available | |
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Number of Audit Events Tracked Total number of distinct types of audit events tracked. |
. | No information available |
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Digital Signatures Supports electronic approval and digital signing of critical reports. |
. | No information available |
Scalability and Extensibility
(5 Yes /5 Known /12 Possible features)
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Multi-Fund Scalability Ability to add and report on new funds with no degradation in speed or features. |
Multi-fund scalability (adding new funds, reporting, and scaling) is noted in the list of system strengths. | |
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High User Concurrency Support for large numbers of concurrent users. |
Support for large numbers of users and funds—web infrastructure claimed to support high concurrency. | |
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Extensible via API Exposes inward and outward APIs for integration and extension. |
Extensible API for integration and custom build-out options is highlighted. | |
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Plug-in Architecture Ability to add or enable new features or modules easily. |
No information available | |
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Custom Workflow Capability Users can build or adjust workflows for custom business processes. |
Custom workflow adjustments and builder are supported as core admin functionality. | |
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Support for Global Operations Ability to handle data and reports for funds/investors across geographies. |
Global operations supported, including localization and compliance for multiple geographies. | |
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Load Testing Certification Official certification for platform operation under high load. |
No information available | |
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Sandbox/Test Environments Ability to test new configurations in a dedicated environment. |
No information available | |
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Average Concurrent Users Supported Average number of users supported simultaneously without performance degradation. |
. | No information available |
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System Uptime Guarantee Platform's guaranteed annual uptime. |
. | No information available |
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Data Storage Capacity Maximum size of supported hosted data. |
. | No information available |
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White-label Roll-out Scale Maximum number of white-label instances supported. |
. | No information available |
Cost, Support, and Vendor Management
(7 Yes /7 Known /14 Possible features)
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Flexible Pricing Plans Multiple subscription or SaaS pricing models for different customer sizes. |
Flexible subscription/pricing plans listed (tiered by AUM and number of funds). | |
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Transparent Fee Disclosure Clear communication of all fees and charges, including overages. |
No information available | |
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Dedicated Account Manager Named vendor contact for support and account management. |
Dedicated account/support manager is assigned to each client. | |
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24/7 Customer Support Customer support available around the clock. |
24/7 support is provided according to the customer support section of the site. | |
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Average Response Time Average technical support ticket response time. |
No information available | |
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Implementation Support Vendor provides onboarding/implementation and, if needed, data migration support. |
Implementation/onboarding support (including migration) is supplied as part of the engagement. | |
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Training Programs Availability of user and admin training. |
Training is available for users/admins, per onboarding material. | |
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Knowledge Base Up-to-date online documentation and knowledge base. |
Knowledge base and online documentation is available for all users. | |
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Customer Satisfaction Score Vendor's published CSAT/NPS or equivalent satisfaction score. |
No information available | |
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Uptime SLA Uptime Service Level Agreement (e.g., 99.9%). |
No information available | |
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Number of Supported Countries The number of legal jurisdictions/countries with localization and support. |
No information available | |
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Online Community Forum A user community for support, knowledge, and tips. |
Online user community/forum for support and peer sharing present. | |
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Quarterly Product Updates Frequency of fresh feature, patch, or compliance releases. |
No information available | |
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Referenceable Clients Vendor can provide reference clients in the VC/PE segment. |
No information available |
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