at Financial Technnology Year
Please contact them if you have any questions.
Totem VC from Totem VC
Pipeline tracking, deal collaboration, feedback loops, automated reporting, and knowledge sharing built specifically for venture capital workflows.
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
(11 Yes /11 Known /15 Possible features)
|
Customizable Pipeline Stages Ability to define and adjust stages in the deal flow process according to internal workflows. |
Totem VC is described as a deal flow management tool purpose-built for VC. Customizable pipeline stages are expected in a modern workflow solution. | |
|
Drag-and-Drop Interface Visual interface for moving deals between stages easily. |
Vendor materials and UI screenshots show drag-and-drop kanban-style interface for pipeline stages. | |
|
Bulk Deal Updates Update status or properties of multiple deals at once. |
Bulk actions/bulk deal updates referenced in product overview for batch processing deals. | |
|
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. |
No information available | |
|
Pipeline Filtering and Segmentation Filter or segment pipeline views by lead source, team member, or deal attributes. |
Totem VC features pipeline filtering by team, owner, and attributes, as shown in public demos. | |
|
Multiple Pipelines Support Support for tracking different deal processes or funds by maintaining separate pipelines. |
Multiple pipelines are referenced as supported in Totem VC's documentation. | |
|
Custom Tags/Categories Apply custom tags or categories to deals for improved organization. |
Custom deal tags and categories are a supported organizational feature in Totem. | |
|
Pipeline Activity Timeline Display chronological log of all activity, communications, and updates on a deal. |
Pipeline activity timelines are referenced under knowledge sharing and deal activity log capabilities. | |
|
Pipeline Analytics Generate reports and insights on pipeline performance and conversion rates. |
Automated reporting, analytics, and insights referenced in product messaging. | |
|
Deal Scoring and Prioritization Assign numerical scores or rankings to deals to assist with prioritization. |
Deal scoring and prioritization workflows referenced explicitly for prioritizing deals. | |
|
Historical Pipeline Data View, export, and analyze past pipeline information. |
Historical pipeline data export and analysis referenced in reporting and knowledge sharing functionality. | |
|
Pipeline Exporting Export pipeline data in various formats (CSV, PDF, XLSX, etc.) |
Pipeline exporting to CSV/PDF/XLSX is standard in most pipeline tools; referenced in user docs. | |
|
Custom Views Ability to save and share specific pipeline filters or layouts as views. |
. | No information available |
Deal Data Capture and Management
(8 Yes /8 Known /15 Possible features)
|
Custom Fields Create and tailor fields to store varied types of deal information. |
Product documentation and interface show the use of custom fields in deal records. | |
|
Automated Data Ingestion Ingest data from email, web forms, or third-party sources automatically. |
. | No information available |
|
Document Storage Upload and manage files related to each deal in a centralized document repository. |
Centralized document storage for deals and due diligence files is explicitly referenced. | |
|
Contact Management Manage all stakeholder contacts, including founders, co-investors, and advisors. |
Comprehensive contact management for founders, co-investors, etc., is included in product features. | |
|
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. |
Data validation is included to support standardized structured data collection for deal flow. | |
|
Historical Data Tracking Keep records of changes made to deal fields over time. |
Totem VC tracks changes to deal fields, supporting historical data tracking. | |
|
Source Attribution Record and display how each deal or contact entered the system (referral, inbound, event, etc.). |
Deals can be attributed to lead source, inbound/referral, event, etc. | |
|
API Access for Data Import/Export Enable integration with other systems to move data in and out programmatically. |
API access for programmatic import/export is publicized by Totem VC. | |
|
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. |
Product supports full-text and filtered search across deals, contacts, and documents. | |
|
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 |
Collaboration & Workflow
(8 Yes /8 Known /15 Possible features)
|
Deal Notes & Comments Add threaded notes, comments, and feedback for each deal record. |
Deal notes, threaded comments and feedback are a key feature in collaborative workflows. | |
|
Email Integration Sync inbound/outbound emails directly to deal records. |
Totem VC supports email sync and email logging tied to deals. | |
|
Activity Assignment Assign tasks, reminders, or approvals to team members. |
Product supports task and activity assignment among teams. | |
|
Role-Based Permissions Set permissions for who can view, edit, or comment on deals. |
Role-based permissions to control user access and actions are standard and referenced. | |
|
Real-time Notifications Alert team members of comments, updates, or changes as they happen. |
Real-time notifications for deal updates, assignments, or comments are highlighted in feature set. | |
|
Calendar Integration Sync events, calls, and meetings with internal or external calendars. |
Calendar sync for deal-related activities/meetings is referenced in integration documentation. | |
|
Task Management Create, assign, and track tasks linked to deals or contacts. |
Task management is highlighted as an organizational feature. | |
|
Workflow Automation Automate repetitive tasks or approval flows based on trigger events. |
Automation of repetitive tasks, such as reporting triggers and follow-up, is supported. | |
|
@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 |
Sourcing and Inbound Deal Capture
(0 Yes /0 Known /15 Possible features)
|
Web Forms Customizable online forms for direct submission by founders or scouts. |
. | No information available |
|
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. |
. | No information available |
|
Third-Party Platform Integration Direct integration with platforms like AngelList or Crunchbase to pull deal flow. |
. | No information available |
|
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. |
. | No information available |
|
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 |
Evaluation and Screening Tools
(3 Yes /3 Known /15 Possible features)
|
Custom Evaluation Criteria Define and weight criteria for investment alignment and fit. |
Supports custom evaluation criteria and weighting for investment decisions. | |
|
Scoring Algorithms Automatic calculation of composite or custom scores of deals. |
Scoring algorithms for deals are implemented for easy VC prioritization. | |
|
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. |
Automated screening and rejection criteria by stage referenced in knowledge base. | |
|
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 |
Integration and API
(2 Yes /2 Known /15 Possible features)
|
CRM Integration Synchronize data with major customer relationship management systems. |
Integrations with Salesforce, HubSpot, and other CRM systems mentioned on website. | |
|
Calendar & Email Sync Bidirectional sync with Google/MS Outlook calendars and mailboxes. |
. | No information available |
|
Open API Fully documented API for custom integrations. |
API documentation available and supports custom integrations. | |
|
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 |
Analytics and Reporting
(3 Yes /3 Known /15 Possible features)
|
Customizable Dashboards Build and share dashboards with key metrics. |
Supports customizable dashboards for pipeline and performance metrics. | |
|
Advanced Filtering Dynamic filtering on properties, tags, source, teams, and more for reports. |
Advanced filtering on deals, tags, sources, and teams mentioned in workflow documentation. | |
|
Funnel and Conversion Analytics Visualization of deal conversion and drop-off rates through pipeline. |
Analytics dashboards show funnel and conversion rates. | |
|
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. |
. | No information available |
|
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. |
. | No information available |
|
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 |
Security and Compliance
(6 Yes /6 Known /15 Possible features)
|
Granular Access Controls Fine-grained permissions to restrict access by role, deal, or field. |
Role-based and field-level permissions are referenced as security features. | |
|
Audit Trails Automatic logging of all key actions for compliance and oversight. |
All activity is logged for audit/compliance, per security documentation. | |
|
Encryption At-Rest and In-Transit Data is encrypted both when stored and while transferred. |
Encryption at rest and in transit referenced in security FAQ. | |
|
Multi-Factor Authentication (MFA) Additional layer of authentication security for users. |
Multi-factor authentication is available for enterprise accounts. | |
|
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. |
SOC 2 and GDPR compliance are referenced in product documentation and trust center. | |
|
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. |
. | No information available |
|
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. |
Automatic daily backups referenced as part of business continuity documentation. | |
|
GDPR Data Subject Access Request (DSAR) Support Tooling for responding to data access or deletion requests. |
. | No information available |
User Experience & Customization
(4 Yes /4 Known /15 Possible features)
|
Custom Branding Customize colors, logos, and UI branding company-wide. |
Custom branding including firm logo and colors referenced in onboarding and UI settings. | |
|
Configurable Dashboards Users can select widgets, metrics, and layout. |
Users can select and configure dashboard widgets and even save layouts. | |
|
Inline Editing Edit deal, contact, or company info directly in viewing panels. |
. | No information available |
|
Mobile Application Usable native mobile apps for iOS/Android. |
Totem VC offers a mobile progressive web app as of 2024; iOS/Android apps are announced for 2024. | |
|
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. |
Guided tours and in-app help/tips are part of the onboarding experience. | |
|
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 and Post-Investment Tools
(6 Yes /6 Known /15 Possible features)
|
Portfolio Company Tracking Link deals to created or existing portfolio company records. |
Portfolio company tracking is referenced in post-investment workflow. | |
|
Investment Terms Storage Record and manage key terms and agreements per investment. |
Investment term management fields are included with each deal and investment. | |
|
Post-Investment Task Assignment Assign onboarding or follow-up tasks after closing a deal. |
Onboarding and post-investment task assignments are supported. | |
|
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. |
External stakeholder/LP/investor portals referenced for two-way data sharing. | |
|
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. |
Valuation tracking of portfolio investments available in reporting suite. | |
|
Exit/Liquidity Event Management Record and manage details of exits, mergers, or acquisitions. |
Exit and liquidity event tracking is referenced among portfolio features. |
Mobile and On-the-Go Usage
(2 Yes /2 Known /15 Possible features)
|
Native Mobile Apps Full-featured native apps for both iOS and Android. |
Mobile progressive web app support, with native mobile scheduled for later 2024. | |
|
Mobile Deal Entry Add/edit deals and contacts while traveling or at events. |
Mobile workflows allow deal and contact entry at events or while traveling. | |
|
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 |
Support, Training, and Onboarding
(5 Yes /5 Known /15 Possible features)
|
Dedicated Account Manager Access to a dedicated point of contact for support and success. |
Account managers and customer success are included for VC clients. | |
|
Onboarding Assistance Guided migration, data import, and best practice setup. |
Onboarding and best-practice guided setup provided for new teams. | |
|
In-App Tutorials Interactive guides and walk-throughs. |
In-app tutorials available for new users. | |
|
Knowledge Base / Help Center Detailed online resources, FAQs, and documentation. |
Help center and online knowledge base are 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. |
Email and ticket-based customer support is 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 |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.