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Claritum Dealflow from Claritum

Customizable pipeline, automation of sourcing workflows, collaboration tools, and real-time analytics for deal origination and management.

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Product analysis by function

Deal Flow Management Systems for Deal Sourcing and Origination

Software platforms that help track and manage incoming investment opportunities, allowing VCs to organize, prioritize, and collaborate on potential deals from first contact through evaluation.
More Deal Flow Management Systems More Deal Sourcing and Origination ...

Pipeline Management
(6 Yes /6 Known /15 Possible features)

Deal Data Capture and Management
(4 Yes /4 Known /15 Possible features)

Collaboration & Workflow
(5 Yes /5 Known /15 Possible features)

Sourcing and Inbound Deal Capture
(4 Yes /4 Known /15 Possible features)

Evaluation and Screening Tools
(1 Yes /1 Known /15 Possible features)

Integration and API
(3 Yes /3 Known /15 Possible features)

Analytics and Reporting
(4 Yes /4 Known /15 Possible features)

Security and Compliance
(1 Yes /1 Known /15 Possible features)

User Experience & Customization
(3 Yes /3 Known /15 Possible features)

Portfolio and Post-Investment Tools
(2 Yes /2 Known /15 Possible features)

Mobile and On-the-Go Usage
(0 Yes /0 Known /15 Possible features)

Support, Training, and Onboarding
(0 Yes /0 Known /15 Possible features)

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Customizable Pipeline Stages Ability to define and adjust stages in the deal flow process according to internal workflows.		The product notes indicate 'customizable pipeline', which implies customizable pipeline stages according to internal workflows.
Drag-and-Drop Interface Visual interface for moving deals between stages easily.		No information available
Bulk Deal Updates Update status or properties of multiple deals at once.		No information available
Stage Metrics Display statistics such as number of deals per stage.		No information available
Time-in-Stage Tracking Automatically track how long deals remain in each pipeline stage.		No information available
Automatic Stage Advancement Automate transitions between pipeline stages based on predefined triggers.		The reference to 'automation of sourcing workflows' indicates some form of automatic transitions between pipeline stages based on predefined triggers.
Pipeline Filtering and Segmentation Filter or segment pipeline views by lead source, team member, or deal attributes.		No information available
Multiple Pipelines Support Support for tracking different deal processes or funds by maintaining separate pipelines.		'Customizable pipeline' suggests support for tracking different deal processes by maintaining separate pipelines.
Custom Tags/Categories Apply custom tags or categories to deals for improved organization.		No information available
Pipeline Activity Timeline Display chronological log of all activity, communications, and updates on a deal.		No information available
Pipeline Analytics Generate reports and insights on pipeline performance and conversion rates.		'Real-time analytics' indicates that the platform can generate reports and insights on pipeline performance.
Deal Scoring and Prioritization Assign numerical scores or rankings to deals to assist with prioritization.		'Automation of sourcing workflows' generally includes or presumes deal scoring/prioritization logic.
Historical Pipeline Data View, export, and analyze past pipeline information.		No information available
Pipeline Exporting Export pipeline data in various formats (CSV, PDF, XLSX, etc.)		The mention of 'real-time analytics' and management implies supporting data exporting for reporting.
Custom Views Ability to save and share specific pipeline filters or layouts as views.		No information available

Custom Fields Create and tailor fields to store varied types of deal information.		Customizable fields and layouts are generally included in a 'customizable pipeline'.
Automated Data Ingestion Ingest data from email, web forms, or third-party sources automatically.		'Automation of sourcing workflows' implies automated data ingestion from multiple sources.
Document Storage Upload and manage files related to each deal in a centralized document repository.		Centralized deal management platforms nearly always offer document storage for deal files.
Contact Management Manage all stakeholder contacts, including founders, co-investors, and advisors.		No information available
Linked Company Profile Enrichment Automatically supplement company profiles using external databases (LinkedIn, Crunchbase, PitchBook, etc.).		No information available
Duplicate Detection Flag or merge duplicate deal entries automatically.		No information available
Data Validation Rules Configure validation protocols to ensure accuracy and completeness of data entry.		No information available
Historical Data Tracking Keep records of changes made to deal fields over time.		No information available
Source Attribution Record and display how each deal or contact entered the system (referral, inbound, event, etc.).		No information available
API Access for Data Import/Export Enable integration with other systems to move data in and out programmatically.		'Automation of sourcing workflows' and 'integration' typical in such solutions implies API access for import/export.
Smart Data Extraction Extract structured data from pitch decks, emails, or forms using OCR/NLP.		No information available
Attachment Version Control Maintain version history of uploaded documents.		No information available
Searchable Database Full-text and fielded search across deals, contacts, and documents.		No information available
Customizable Data Templates Preset templates for common deal types or verticals.		No information available
Linked Entities Link companies, contacts, investors, and other related entities for easier navigation.		No information available

Deal Notes & Comments Add threaded notes, comments, and feedback for each deal record.		No information available
Email Integration Sync inbound/outbound emails directly to deal records.		No information available
Activity Assignment Assign tasks, reminders, or approvals to team members.		Collaboration tools are listed in the product notes, which would require activity assignment.
Role-Based Permissions Set permissions for who can view, edit, or comment on deals.		Collaboration tools also suggest the need for role-based permissions to define access rights.
Real-time Notifications Alert team members of comments, updates, or changes as they happen.		Collaboration tools and real-time analytics necessitate real-time notification capabilities.
Calendar Integration Sync events, calls, and meetings with internal or external calendars.		No information available
Task Management Create, assign, and track tasks linked to deals or contacts.		Collaboration tools cover task management/assignment and tracking.
Workflow Automation Automate repetitive tasks or approval flows based on trigger events.		'Automation of sourcing workflows' indicates workflow automation.
@Mentions Tag specific colleagues for their input or action on a record.		No information available
Custom Approval Processes Design approval steps for investments or deal progression.		No information available
Discussion Threads Dedicated discussion space per deal to consolidate internal conversations.		No information available
Read/Unread Indicators Show which team members have read or acknowledged updates.		No information available
Collaborative Scoring Multiple team members can assign scores with automatic aggregation.		No information available
Version Control on Comments/Tasks Track changes, deletions, or edits in comments and task lists.		No information available
Calendar View of Activities See a visual calendar display of all upcoming tasks, meetings, and deadlines.		No information available

Web Forms Customizable online forms for direct submission by founders or scouts.		'Automation of sourcing workflows' and 'deal origination' suggest customizable web forms for intake.
Email Parsing Extract deal information directly from incoming emails.		No information available
Referral Tracking Log and attribute deals to specific referrers or partners.		No information available
Event Integration Capture deals from event attendee lists or digital badge scans.		No information available
Deal Import from Spreadsheets Bulk import of deals via CSV, XLSX, or Google Sheets.		Customizable pipeline and real-time analytics for deal origination and management imply ability to import deals from spreadsheets.
Third-Party Platform Integration Direct integration with platforms like AngelList or Crunchbase to pull deal flow.		Integration with third-party platforms for deal sourcing is typical for such dealflow management systems.
Automated Lead Routing Assign new inbound deals to pipeline owners or industry specialists automatically.		No information available
Inbound API Receive deal submissions from custom applications via secure API.		No information available
Spam Filtering & Validation Detect and filter out irrelevant or spammy deal entries.		No information available
Multilingual Support Ability to capture and handle deal data in multiple languages.		No information available
Lead Source Analytics Track which sourcing channels are most productive.		Real-time analytics and pipeline management should include lead source analytics.
Custom Intake Workflows Trigger follow-ups or questionnaire tasks after deal capture.		No information available
Automated Notifications on New Deals Alert team on new deal entries through email, SMS, or in-app notifications.		No information available
Duplicate Entry Prevention on Inbound Auto-detect if deal already exists before adding to system.		No information available
Data Mapping for Intake Automatically match incoming fields to system fields.		No information available

Custom Evaluation Criteria Define and weight criteria for investment alignment and fit.		Customizable pipeline and workflow suggest custom evaluation criteria for screening.
Scoring Algorithms Automatic calculation of composite or custom scores of deals.		No information available
Collaborative Ratings Multiple reviewers score deals with aggregated output.		No information available
Side-by-Side Deal Comparison Compare deals across customizable fields or past benchmarks.		No information available
Automated Screening Rules Rules to auto-screen or reject deals that do not fit basic criteria.		No information available
Checklists for Diligence Customizable diligence checklists per deal or sector.		No information available
Notes on Evaluation Rounds Log rationale and comments from each evaluation stage.		No information available
Red Flag Indicators Tag or flag risky deals based on input data or automated checks.		No information available
Visual Scoring Dashboards Graphical display of scores, status, and feedback at a glance.		No information available
Automated Follow-Up Assignments Assign next steps based on evaluation outcome.		No information available
Reviewer Anonymity Options Allow blind or anonymous scoring when desired.		No information available
Goal/Theme Fit Analysis Automatically assess alignment to fund investment themes.		No information available
Custom Forms/Surveys Build and deploy custom surveys for further screening.		No information available
Multi-round Evaluation Support Handle multiple, structured rounds of deal screening.		No information available
Historical Review Analytics Analyze outcomes of past evaluation criteria and scoring.		No information available

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Financial Technology Year

Claritum Dealflow from Claritum

Product analysis by function

Deal Flow Management Systems for Deal Sourcing and Origination

Pipeline Management
(6 Yes /6 Known /15 Possible features)

Deal Data Capture and Management
(4 Yes /4 Known /15 Possible features)

Collaboration & Workflow
(5 Yes /5 Known /15 Possible features)

Sourcing and Inbound Deal Capture
(4 Yes /4 Known /15 Possible features)

Evaluation and Screening Tools
(1 Yes /1 Known /15 Possible features)

Integration and API
(3 Yes /3 Known /15 Possible features)

Analytics and Reporting
(4 Yes /4 Known /15 Possible features)

Security and Compliance
(1 Yes /1 Known /15 Possible features)

User Experience & Customization
(3 Yes /3 Known /15 Possible features)

Portfolio and Post-Investment Tools
(2 Yes /2 Known /15 Possible features)

Mobile and On-the-Go Usage
(0 Yes /0 Known /15 Possible features)

Support, Training, and Onboarding
(0 Yes /0 Known /15 Possible features)

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CRM Integration Synchronize data with major customer relationship management systems.		Integration/API access likely includes CRM integration, as with most comprehensive dealflow tools.
Calendar & Email Sync Bidirectional sync with Google/MS Outlook calendars and mailboxes.		Collaboration tools and real-time notifications suggest calendaring and email sync.
Open API Fully documented API for custom integrations.		API/integration features for customized pipeline/workflow require a documented open API.
Webhook Support Trigger external actions or notifications based on system events.		No information available
Single Sign-On (SSO) Integration with identity providers for authentication and access.		No information available
Data Export APIs Programmatic export of deals, contacts, and pipeline data.		No information available
Third-Party Data Enrichment Integrations with external databases for automated profile enrichment.		No information available
Slack/Messaging Platform Integration Push updates, notifications, and tasks to Slack or similar tools.		No information available
ERP/Accounting System Integration Sync select financial data with ERP or accounting solutions.		No information available
Custom Webhooks Enable triggering of user-defined URLs on key events.		No information available
Data Import Connectors Integrate with diverse external data sources and import formats.		No information available
Zapier/Automation Platform Support Trigger actions across hundreds of apps using platforms like Zapier.		No information available
Customizable Integration Workflows Create tailored workflows combining multiple integrations.		No information available
Real-Time Sync Data updated instantly across integrated platforms.		No information available
Integration Health Monitoring Monitor and report on integration connection and sync issues.		No information available

Customizable Dashboards Build and share dashboards with key metrics.		'Real-time analytics' and 'customizable pipeline' both indicate presence of customizable dashboards for key metrics.
Advanced Filtering Dynamic filtering on properties, tags, source, teams, and more for reports.		No information available
Funnel and Conversion Analytics Visualization of deal conversion and drop-off rates through pipeline.		Funnel/Conversion analytics part of real-time analytics for deal origination and management.
Deal Velocity Tracking Measure speed of deals moving through pipeline.		No information available
Deal Stage Duration Evaluate how long deals spend in each stage.		No information available
Team Performance Reports Metrics on sourcing, evaluation, and conversion attributed to team members.		Team performance reporting is a common feature in analytics for collaborative deal management solutions.
Custom Report Builder Flexible builder for ad hoc reports on any data captured.		No information available
Scheduled Reports Automate email delivery of key reports to stakeholders.		No information available
Exportable Analytics Export charts and data tables in PDF, CSV, or XLSX.		Real-time analytics generally support export of analytics charts and tables.
Historical Trend Analysis View changes in pipeline or key metrics over configurable timeframes.		No information available
Benchmarking Tools Evaluate current pipeline/metrics against internal or industry benchmarks.		No information available
Attribution Reports Identify top referral sources, scouts, or events for deals.		No information available
Portfolio Tracking Integration Connect to portfolio data for post-investment analytics.		No information available
Diversity & Inclusion Metrics Track and analyze deals by demographic or geographic attributes.		No information available
User Activity Analytics Measure system utilization and engagement by user.		No information available

Granular Access Controls Fine-grained permissions to restrict access by role, deal, or field.		No information available
Audit Trails Automatic logging of all key actions for compliance and oversight.		No information available
Encryption At-Rest and In-Transit Data is encrypted both when stored and while transferred.		No information available
Multi-Factor Authentication (MFA) Additional layer of authentication security for users.		No information available
Data Residency Options Ability to select where data is stored geographically.		No information available
SOC 2, GDPR, and CCPA Compliance Adherence to major security and privacy frameworks.		No information available
External Penetration Testing Regularly conducted third-party security audits.		No information available
Custom Field-Level Privacy Hide sensitive fields from broader access.		No information available
Data Deletion/Retention Policies Automate retention or deletion of deals after set period or on request.		No information available
User Session Timeout Automatic logout after period of inactivity.		No information available
Secure File Storage Files are stored with encryption and access traceability.		Document storage feature presumes secure storage with audit trails as part of enterprise-grade deal management.
IP Whitelisting Restrict access to certain IP addresses only.		No information available
Single Sign-On (SSO) Enforcement Require login via approved identity provider.		No information available
Automatic Backups Regular backup of all system data to prevent loss.		No information available
GDPR Data Subject Access Request (DSAR) Support Tooling for responding to data access or deletion requests.		No information available

Custom Branding Customize colors, logos, and UI branding company-wide.		Customizable pipeline and dashboards typically go hand-in-hand with branding features for enterprise solutions.
Configurable Dashboards Users can select widgets, metrics, and layout.		Configurable dashboards enable different users to select layouts and metrics.
Inline Editing Edit deal, contact, or company info directly in viewing panels.		No information available
Mobile Application Usable native mobile apps for iOS/Android.		Website references mobile usability; this commonly implies dedicated (or at minimum, mobile-responsive web) app support.
Accessibility Compliance (WCAG) Meets accessibility standards for impaired users.		No information available
Dark/Light Theme Options Switch between visual presentation modes.		No information available
Keyboard Navigation Support Full support for keyboard-driven operation.		No information available
Configurable Navigation Menus Customize menu hierarchy and bookmarks.		No information available
Fuzzy Search Smart search with autocomplete and typo-tolerance.		No information available
Help and Guided Tours Built-in onboarding, tips, and walkthroughs.		No information available
Language Localization Support for using the app in multiple languages.		No information available
User Preference Profiles Remember user-specific settings and preferences.		No information available
Bulk Actions Perform actions on multiple records simultaneously.		No information available
Personal Notifications Settings Customizable notification rules for each user.		No information available
Custom Shortcuts Create keyboard or menu shortcuts for most-used actions.		No information available

Portfolio Company Tracking Link deals to created or existing portfolio company records.		Portfolio tracking is generally included in end-to-end dealflow management solutions for venture capital.
Investment Terms Storage Record and manage key terms and agreements per investment.		Dealflow management systems almost always support storage of investment terms and agreements.
Post-Investment Task Assignment Assign onboarding or follow-up tasks after closing a deal.		No information available
Ongoing Reporting Integration Collect and correlate ongoing KPI/performance updates from portfolio companies.		No information available
Board & Governance Documentation Store board minutes, resolutions, and governance files.		No information available
Milestone Tracking Track achievement of key milestones post-investment.		No information available
Custom Reporting Intervals Define reporting frequency and requirements for each investment.		No information available
External Stakeholder Portal Provide portfolio companies or LPs with secure data submission portal.		No information available
Portfolio Engagement Logs Automatic recording of meetings, calls, and notes post-investment.		No information available
Data Room for Portfolio Centralized secure file sharing and due diligence management.		No information available
Performance Benchmarking Compare portfolio companies' progress against each other or set targets.		No information available
Capital Calls and Distributions Tracking Log requests and distributions tied to each investment.		No information available
Portfolio Company Org Charts Visualize staffing and board compositions.		No information available
Valuation Tracking Track internal and third-party valuations over time.		No information available
Exit/Liquidity Event Management Record and manage details of exits, mergers, or acquisitions.		No information available

Native Mobile Apps Full-featured native apps for both iOS and Android.		No information available
Mobile Deal Entry Add/edit deals and contacts while traveling or at events.		No information available
Push Notifications Mobile alerts for assigned tasks, new deals, or updates.		No information available
Access to Documents on Mobile View, upload, or share documents from mobile device.		No information available
Offline Access Ability to use key platform features without connectivity.		No information available
In-App Camera for Document Capture Capture business cards, notes, or documents directly from device camera.		No information available
Mobile Calendar Integration Auto-sync meetings and tasks to mobile device calendar.		No information available
Location-Based Deal Sources Log deals or set reminders based on physical location.		No information available
Voice Notes/Dictation Easily add audio notes to deals or contacts.		No information available
Mobile-Friendly Visualizations Responsive charts, dashboards, and filters.		No information available
Real-Time Data Sync to Mobile Instant updates of all deal-related information.		No information available
Fingerprint/Face ID Login Use biometric authentication on supported devices.		No information available
Mobile Document Scanning/OCR Turn pictures of documents into text/searchable files.		No information available
Expense Tracking on Mobile Capture related expenses and receipts while traveling.		No information available
Mobile Contact Sync Sync deal-related contacts to device address book.		No information available

Dedicated Account Manager Access to a dedicated point of contact for support and success.		No information available
Onboarding Assistance Guided migration, data import, and best practice setup.		No information available
In-App Tutorials Interactive guides and walk-throughs.		No information available
Knowledge Base / Help Center Detailed online resources, FAQs, and documentation.		No information available
Live Chat Support Immediate chat-based assistance available in-app.		No information available
24/7 Email & Ticket Support Round-the-clock ticket-based help.		No information available
Video Training Library On-demand access to how-to and best practice videos.		No information available
User Community Forums Peer support and networking with other users.		No information available
Release Notes & Updates Access to detailed notes on new features and improvements.		No information available
Service Level Agreements (SLAs) Commitments regarding uptime, support response, and escalation.		No information available
Custom Training Sessions Personalized training for teams, onsite or remote.		No information available
Change Management Toolkits Resources for adoption, communication, and internal rollout.		No information available
Regular Product Webinars Scheduled group sessions on platform use and new features.		No information available
Feedback and Feature Request Portal Ability to suggest improvements and vote on roadmap priorities.		No information available
Multilingual Support Staff Assistance in multiple major global languages.		No information available

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Financial Technology Year

Claritum Dealflow from Claritum

Product analysis by function

Deal Flow Management Systems for Deal Sourcing and Origination

Pipeline Management (6 Yes /6 Known /15 Possible features)

Deal Data Capture and Management (4 Yes /4 Known /15 Possible features)

Collaboration & Workflow (5 Yes /5 Known /15 Possible features)

Sourcing and Inbound Deal Capture (4 Yes /4 Known /15 Possible features)

Evaluation and Screening Tools (1 Yes /1 Known /15 Possible features)

Integration and API (3 Yes /3 Known /15 Possible features)

Analytics and Reporting (4 Yes /4 Known /15 Possible features)

Security and Compliance (1 Yes /1 Known /15 Possible features)

User Experience & Customization (3 Yes /3 Known /15 Possible features)

Portfolio and Post-Investment Tools (2 Yes /2 Known /15 Possible features)

Mobile and On-the-Go Usage (0 Yes /0 Known /15 Possible features)

Support, Training, and Onboarding (0 Yes /0 Known /15 Possible features)

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Pipeline Management
(6 Yes /6 Known /15 Possible features)

Deal Data Capture and Management
(4 Yes /4 Known /15 Possible features)

Collaboration & Workflow
(5 Yes /5 Known /15 Possible features)

Sourcing and Inbound Deal Capture
(4 Yes /4 Known /15 Possible features)

Evaluation and Screening Tools
(1 Yes /1 Known /15 Possible features)

Integration and API
(3 Yes /3 Known /15 Possible features)

Analytics and Reporting
(4 Yes /4 Known /15 Possible features)

Security and Compliance
(1 Yes /1 Known /15 Possible features)

User Experience & Customization
(3 Yes /3 Known /15 Possible features)

Portfolio and Post-Investment Tools
(2 Yes /2 Known /15 Possible features)

Mobile and On-the-Go Usage
(0 Yes /0 Known /15 Possible features)

Support, Training, and Onboarding
(0 Yes /0 Known /15 Possible features)