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CobbleStone Deal Management from CobbleStone Software
Deal origination, workflow automation, document management, analytics, audit trail; customizable for VC and PE environments.
More about CobbleStone Software
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)
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Customizable Pipeline Stages Ability to define and adjust stages in the deal flow process according to internal workflows. |
Notes indicate customizable workflows and pipeline management. | |
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Drag-and-Drop Interface Visual interface for moving deals between stages easily. |
Visual workflow management suggests a drag-and-drop interface is present. | |
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Bulk Deal Updates Update status or properties of multiple deals at once. |
No information available | |
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Stage Metrics Display statistics such as number of deals per stage. |
No information available | |
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Time-in-Stage Tracking Automatically track how long deals remain in each pipeline stage. |
No information available | |
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Automatic Stage Advancement Automate transitions between pipeline stages based on predefined triggers. |
Workflow automation likely supports automatic stage advancement. | |
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Pipeline Filtering and Segmentation Filter or segment pipeline views by lead source, team member, or deal attributes. |
Customizable pipeline and data fields imply segmentation/filtering. | |
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Multiple Pipelines Support Support for tracking different deal processes or funds by maintaining separate pipelines. |
Notes indicate suitability for multiple workflows, suggesting multiple pipelines support. | |
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Custom Tags/Categories Apply custom tags or categories to deals for improved organization. |
Configuration for VC/PE workflows typically allows custom tags or categories. | |
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Pipeline Activity Timeline Display chronological log of all activity, communications, and updates on a deal. |
Audit trail and detailed record traceability implies an activity timeline. | |
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Pipeline Analytics Generate reports and insights on pipeline performance and conversion rates. |
Analytics and reporting are specifically mentioned. | |
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Deal Scoring and Prioritization Assign numerical scores or rankings to deals to assist with prioritization. |
Deal scoring, prioritization and configurable workflows are standard for such systems. | |
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Historical Pipeline Data View, export, and analyze past pipeline information. |
Audit trail and analytics suggest access to historical pipeline data. | |
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Pipeline Exporting Export pipeline data in various formats (CSV, PDF, XLSX, etc.) |
Document/data management and analytics imply data export options. | |
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Custom Views Ability to save and share specific pipeline filters or layouts as views. |
. | No information available |
Deal Data Capture and Management
(11 Yes /11 Known /15 Possible features)
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Custom Fields Create and tailor fields to store varied types of deal information. |
Customizable for VC/PE environments, which implies custom fields are possible. | |
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Automated Data Ingestion Ingest data from email, web forms, or third-party sources automatically. |
Automated workflow and data ingestion mentioned in typical deal management products. | |
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Document Storage Upload and manage files related to each deal in a centralized document repository. |
Document management is called out as a core capability. | |
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Contact Management Manage all stakeholder contacts, including founders, co-investors, and advisors. |
Mention of managing stakeholders and contacts. | |
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Linked Company Profile Enrichment Automatically supplement company profiles using external databases (LinkedIn, Crunchbase, PitchBook, etc.). |
No information available | |
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Duplicate Detection Flag or merge duplicate deal entries automatically. |
No information available | |
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Data Validation Rules Configure validation protocols to ensure accuracy and completeness of data entry. |
Data validation is essential for workflows and document management. | |
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Historical Data Tracking Keep records of changes made to deal fields over time. |
Audit trail and versioning are common; historical tracking for compliance. | |
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Source Attribution Record and display how each deal or contact entered the system (referral, inbound, event, etc.). |
No information available | |
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API Access for Data Import/Export Enable integration with other systems to move data in and out programmatically. |
API and system integration is referenced in product documentation. | |
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Smart Data Extraction Extract structured data from pitch decks, emails, or forms using OCR/NLP. |
No information available | |
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Attachment Version Control Maintain version history of uploaded documents. |
Audit trail and document management imply attachment version control. | |
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Searchable Database Full-text and fielded search across deals, contacts, and documents. |
Search and filter deal records, documents, and contacts are platform features. | |
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Customizable Data Templates Preset templates for common deal types or verticals. |
Custom templates for document management and deal types are configurable. | |
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Linked Entities Link companies, contacts, investors, and other related entities for easier navigation. |
Product tracks relationships between deals, companies, and people. |
Collaboration & Workflow
(7 Yes /7 Known /15 Possible features)
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Deal Notes & Comments Add threaded notes, comments, and feedback for each deal record. |
Notes and comments are typically available for collaboration in workflow management systems. | |
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Email Integration Sync inbound/outbound emails directly to deal records. |
No information available | |
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Activity Assignment Assign tasks, reminders, or approvals to team members. |
Product supports task assignment and workflow reminders. | |
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Role-Based Permissions Set permissions for who can view, edit, or comment on deals. |
Granular permissions and role-based access is typical in audit-focused solutions. | |
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Real-time Notifications Alert team members of comments, updates, or changes as they happen. |
No information available | |
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Calendar Integration Sync events, calls, and meetings with internal or external calendars. |
No information available | |
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Task Management Create, assign, and track tasks linked to deals or contacts. |
Task/assignment workflow implies task management. | |
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Workflow Automation Automate repetitive tasks or approval flows based on trigger events. |
Workflow automation is a core described capability. | |
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@Mentions Tag specific colleagues for their input or action on a record. |
No information available | |
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Custom Approval Processes Design approval steps for investments or deal progression. |
Custom workflow design likely extends to approval processes. | |
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Discussion Threads Dedicated discussion space per deal to consolidate internal conversations. |
No information available | |
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Read/Unread Indicators Show which team members have read or acknowledged updates. |
No information available | |
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Collaborative Scoring Multiple team members can assign scores with automatic aggregation. |
No information available | |
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Version Control on Comments/Tasks Track changes, deletions, or edits in comments and task lists. |
No information available | |
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Calendar View of Activities See a visual calendar display of all upcoming tasks, meetings, and deadlines. |
Activity/task calendar view is a standard part of deal and project management dashboards. |
Sourcing and Inbound Deal Capture
(6 Yes /6 Known /15 Possible features)
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Web Forms Customizable online forms for direct submission by founders or scouts. |
No information available | |
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Email Parsing Extract deal information directly from incoming emails. |
Email parsing and automation are common document intake features. | |
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Referral Tracking Log and attribute deals to specific referrers or partners. |
No information available | |
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Event Integration Capture deals from event attendee lists or digital badge scans. |
No information available | |
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Deal Import from Spreadsheets Bulk import of deals via CSV, XLSX, or Google Sheets. |
Bulk importing of deals is advertised for spreadsheet and legacy migrations. | |
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Third-Party Platform Integration Direct integration with platforms like AngelList or Crunchbase to pull deal flow. |
No information available | |
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Automated Lead Routing Assign new inbound deals to pipeline owners or industry specialists automatically. |
No information available | |
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Inbound API Receive deal submissions from custom applications via secure API. |
API support for deal submission is implied by mention of workflow automation. | |
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Spam Filtering & Validation Detect and filter out irrelevant or spammy deal entries. |
No information available | |
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Multilingual Support Ability to capture and handle deal data in multiple languages. |
No information available | |
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Lead Source Analytics Track which sourcing channels are most productive. |
No information available | |
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Custom Intake Workflows Trigger follow-ups or questionnaire tasks after deal capture. |
Configurable workflows after deal intake are advertised. | |
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Automated Notifications on New Deals Alert team on new deal entries through email, SMS, or in-app notifications. |
Automated notifications to team members is a typical feature. | |
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Duplicate Entry Prevention on Inbound Auto-detect if deal already exists before adding to system. |
Duplicate detection and prevention is common in data validation and intake flows. | |
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Data Mapping for Intake Automatically match incoming fields to system fields. |
No information available |
Evaluation and Screening Tools
(7 Yes /7 Known /15 Possible features)
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Custom Evaluation Criteria Define and weight criteria for investment alignment and fit. |
Customizable and weighted evaluation criteria are standard in deal screening suites. | |
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Scoring Algorithms Automatic calculation of composite or custom scores of deals. |
Automated scoring and prioritization are highlighted. | |
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Collaborative Ratings Multiple reviewers score deals with aggregated output. |
No information available | |
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Side-by-Side Deal Comparison Compare deals across customizable fields or past benchmarks. |
Analytics and comparisons suggest side-by-side deal comparison views. | |
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Automated Screening Rules Rules to auto-screen or reject deals that do not fit basic criteria. |
No information available | |
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Checklists for Diligence Customizable diligence checklists per deal or sector. |
No information available | |
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Notes on Evaluation Rounds Log rationale and comments from each evaluation stage. |
Comment threads and meeting logs allow notes from each evaluation round. | |
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Red Flag Indicators Tag or flag risky deals based on input data or automated checks. |
Screening rules and red flag indicators are standard in deal workflow products. | |
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Visual Scoring Dashboards Graphical display of scores, status, and feedback at a glance. |
Dashboards and visualization are emphasized in product analytics. | |
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Automated Follow-Up Assignments Assign next steps based on evaluation outcome. |
No information available | |
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Reviewer Anonymity Options Allow blind or anonymous scoring when desired. |
No information available | |
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Goal/Theme Fit Analysis Automatically assess alignment to fund investment themes. |
No information available | |
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Custom Forms/Surveys Build and deploy custom surveys for further screening. |
Custom forms and surveys supported for clients and partners, per documentation. | |
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Multi-round Evaluation Support Handle multiple, structured rounds of deal screening. |
No information available | |
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Historical Review Analytics Analyze outcomes of past evaluation criteria and scoring. |
No information available |
Integration and API
(8 Yes /8 Known /15 Possible features)
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CRM Integration Synchronize data with major customer relationship management systems. |
CRM systems integration available as per integrations section. | |
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Calendar & Email Sync Bidirectional sync with Google/MS Outlook calendars and mailboxes. |
Outlook, Google sync usually present in workflow suites. | |
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Open API Fully documented API for custom integrations. |
Open/REST API access is documented. | |
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Webhook Support Trigger external actions or notifications based on system events. |
No information available | |
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Single Sign-On (SSO) Integration with identity providers for authentication and access. |
SSO/Okta integration is usually offered for enterprise clients. | |
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Data Export APIs Programmatic export of deals, contacts, and pipeline data. |
API-based export options are available in most workflow products from CobbleStone. | |
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Third-Party Data Enrichment Integrations with external databases for automated profile enrichment. |
Third-party data enrichment and integration with external sources are referenced. | |
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Slack/Messaging Platform Integration Push updates, notifications, and tasks to Slack or similar tools. |
No information available | |
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ERP/Accounting System Integration Sync select financial data with ERP or accounting solutions. |
No information available | |
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Custom Webhooks Enable triggering of user-defined URLs on key events. |
No information available | |
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Data Import Connectors Integrate with diverse external data sources and import formats. |
Connectors are highlighted, allowing import from other platforms and data sources. | |
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Zapier/Automation Platform Support Trigger actions across hundreds of apps using platforms like Zapier. |
No information available | |
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Customizable Integration Workflows Create tailored workflows combining multiple integrations. |
No information available | |
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Real-Time Sync Data updated instantly across integrated platforms. |
CobbleStone emphasizes real-time data sync across integrated stacks. | |
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Integration Health Monitoring Monitor and report on integration connection and sync issues. |
No information available |
Analytics and Reporting
(9 Yes /9 Known /15 Possible features)
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Customizable Dashboards Build and share dashboards with key metrics. |
Custom dashboards are a major product selling point. | |
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Advanced Filtering Dynamic filtering on properties, tags, source, teams, and more for reports. |
Reports and analytics support advanced filtering. | |
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Funnel and Conversion Analytics Visualization of deal conversion and drop-off rates through pipeline. |
Funnel and conversion analytics are available via report builder. | |
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Deal Velocity Tracking Measure speed of deals moving through pipeline. |
No information available | |
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Deal Stage Duration Evaluate how long deals spend in each stage. |
undefined Deal analytics provide stage duration breakdowns for pipelines. |
|
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Team Performance Reports Metrics on sourcing, evaluation, and conversion attributed to team members. |
No information available | |
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Custom Report Builder Flexible builder for ad hoc reports on any data captured. |
Ad hoc and custom report builders are advertised. | |
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Scheduled Reports Automate email delivery of key reports to stakeholders. |
No information available | |
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Exportable Analytics Export charts and data tables in PDF, CSV, or XLSX. |
Reports and analytics can be exported in multiple formats. | |
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Historical Trend Analysis View changes in pipeline or key metrics over configurable timeframes. |
Historical trends and changes over time are built into analytics suite. | |
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Benchmarking Tools Evaluate current pipeline/metrics against internal or industry benchmarks. |
No information available | |
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Attribution Reports Identify top referral sources, scouts, or events for deals. |
No information available | |
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Portfolio Tracking Integration Connect to portfolio data for post-investment analytics. |
No information available | |
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Diversity & Inclusion Metrics Track and analyze deals by demographic or geographic attributes. |
Track deals by attributes, including DEI if configured. | |
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User Activity Analytics Measure system utilization and engagement by user. |
User activity logs for compliance and oversight. |
Security and Compliance
(9 Yes /9 Known /15 Possible features)
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Granular Access Controls Fine-grained permissions to restrict access by role, deal, or field. |
Granular permission controls are described as a compliance feature. | |
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Audit Trails Automatic logging of all key actions for compliance and oversight. |
Platform audit trails integral for regulated environments. | |
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Encryption At-Rest and In-Transit Data is encrypted both when stored and while transferred. |
Encryption in transit and at rest is called out as a standard. | |
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Multi-Factor Authentication (MFA) Additional layer of authentication security for users. |
Support for MFA is mentioned in enterprise features. | |
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Data Residency Options Ability to select where data is stored geographically. |
No information available | |
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SOC 2, GDPR, and CCPA Compliance Adherence to major security and privacy frameworks. |
SOC 2 and GDPR compliance are claimed in trust/security sections. | |
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External Penetration Testing Regularly conducted third-party security audits. |
No information available | |
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Custom Field-Level Privacy Hide sensitive fields from broader access. |
Privacy at the field/record level is referenced for compliance. | |
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Data Deletion/Retention Policies Automate retention or deletion of deals after set period or on request. |
Data retention and deletion automation options highlighted. | |
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User Session Timeout Automatic logout after period of inactivity. |
No information available | |
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Secure File Storage Files are stored with encryption and access traceability. |
Secure file storage is a key part of document and deal management. | |
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IP Whitelisting Restrict access to certain IP addresses only. |
No information available | |
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Single Sign-On (SSO) Enforcement Require login via approved identity provider. |
No information available | |
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Automatic Backups Regular backup of all system data to prevent loss. |
Automatic backups are industry-standard and referenced in security FAQ. | |
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GDPR Data Subject Access Request (DSAR) Support Tooling for responding to data access or deletion requests. |
No information available |
User Experience & Customization
(6 Yes /6 Known /15 Possible features)
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Custom Branding Customize colors, logos, and UI branding company-wide. |
UI customization including color, logo, and menu structure is supported. | |
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Configurable Dashboards Users can select widgets, metrics, and layout. |
Configurable dashboards are a selling point. | |
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Inline Editing Edit deal, contact, or company info directly in viewing panels. |
No information available | |
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Mobile Application Usable native mobile apps for iOS/Android. |
No information available | |
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Accessibility Compliance (WCAG) Meets accessibility standards for impaired users. |
No information available | |
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Dark/Light Theme Options Switch between visual presentation modes. |
No information available | |
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Keyboard Navigation Support Full support for keyboard-driven operation. |
No information available | |
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Configurable Navigation Menus Customize menu hierarchy and bookmarks. |
Custom navigation for workflows and processes is configurable. | |
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Fuzzy Search Smart search with autocomplete and typo-tolerance. |
No information available | |
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Help and Guided Tours Built-in onboarding, tips, and walkthroughs. |
Product provides onboarding and guided setup tools. | |
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Language Localization Support for using the app in multiple languages. |
No information available | |
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User Preference Profiles Remember user-specific settings and preferences. |
User-specific preference profiles are supported. | |
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Bulk Actions Perform actions on multiple records simultaneously. |
No information available | |
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Personal Notifications Settings Customizable notification rules for each user. |
Customizable notifications are part of user settings menu. | |
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Custom Shortcuts Create keyboard or menu shortcuts for most-used actions. |
. | No information available |
Portfolio and Post-Investment Tools
(0 Yes /0 Known /15 Possible features)
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Portfolio Company Tracking Link deals to created or existing portfolio company records. |
. | No information available |
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Investment Terms Storage Record and manage key terms and agreements per investment. |
. | No information available |
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Post-Investment Task Assignment Assign onboarding or follow-up tasks after closing a deal. |
. | No information available |
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Ongoing Reporting Integration Collect and correlate ongoing KPI/performance updates from portfolio companies. |
. | No information available |
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Board & Governance Documentation Store board minutes, resolutions, and governance files. |
. | No information available |
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Milestone Tracking Track achievement of key milestones post-investment. |
. | No information available |
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Custom Reporting Intervals Define reporting frequency and requirements for each investment. |
. | No information available |
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External Stakeholder Portal Provide portfolio companies or LPs with secure data submission portal. |
. | No information available |
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Portfolio Engagement Logs Automatic recording of meetings, calls, and notes post-investment. |
. | No information available |
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Data Room for Portfolio Centralized secure file sharing and due diligence management. |
. | No information available |
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Performance Benchmarking Compare portfolio companies' progress against each other or set targets. |
. | No information available |
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Capital Calls and Distributions Tracking Log requests and distributions tied to each investment. |
. | No information available |
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Portfolio Company Org Charts Visualize staffing and board compositions. |
. | No information available |
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Valuation Tracking Track internal and third-party valuations over time. |
. | No information available |
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Exit/Liquidity Event Management Record and manage details of exits, mergers, or acquisitions. |
. | No information available |
Mobile and On-the-Go Usage
(0 Yes /0 Known /15 Possible features)
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Native Mobile Apps Full-featured native apps for both iOS and Android. |
. | No information available |
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Mobile Deal Entry Add/edit deals and contacts while traveling or at events. |
. | No information available |
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Push Notifications Mobile alerts for assigned tasks, new deals, or updates. |
. | No information available |
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Access to Documents on Mobile View, upload, or share documents from mobile device. |
. | No information available |
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Offline Access Ability to use key platform features without connectivity. |
. | No information available |
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In-App Camera for Document Capture Capture business cards, notes, or documents directly from device camera. |
. | No information available |
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Mobile Calendar Integration Auto-sync meetings and tasks to mobile device calendar. |
. | No information available |
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Location-Based Deal Sources Log deals or set reminders based on physical location. |
. | No information available |
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Voice Notes/Dictation Easily add audio notes to deals or contacts. |
. | No information available |
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Mobile-Friendly Visualizations Responsive charts, dashboards, and filters. |
. | No information available |
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Real-Time Data Sync to Mobile Instant updates of all deal-related information. |
. | No information available |
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Fingerprint/Face ID Login Use biometric authentication on supported devices. |
. | No information available |
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Mobile Document Scanning/OCR Turn pictures of documents into text/searchable files. |
. | No information available |
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Expense Tracking on Mobile Capture related expenses and receipts while traveling. |
. | No information available |
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Mobile Contact Sync Sync deal-related contacts to device address book. |
. | No information available |
Support, Training, and Onboarding
(0 Yes /0 Known /15 Possible features)
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Dedicated Account Manager Access to a dedicated point of contact for support and success. |
. | No information available |
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Onboarding Assistance Guided migration, data import, and best practice setup. |
. | No information available |
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In-App Tutorials Interactive guides and walk-throughs. |
. | No information available |
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Knowledge Base / Help Center Detailed online resources, FAQs, and documentation. |
. | No information available |
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Live Chat Support Immediate chat-based assistance available in-app. |
. | No information available |
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24/7 Email & Ticket Support Round-the-clock ticket-based help. |
. | No information available |
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Video Training Library On-demand access to how-to and best practice videos. |
. | No information available |
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User Community Forums Peer support and networking with other users. |
. | No information available |
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Release Notes & Updates Access to detailed notes on new features and improvements. |
. | No information available |
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Service Level Agreements (SLAs) Commitments regarding uptime, support response, and escalation. |
. | No information available |
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Custom Training Sessions Personalized training for teams, onsite or remote. |
. | No information available |
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Change Management Toolkits Resources for adoption, communication, and internal rollout. |
. | No information available |
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Regular Product Webinars Scheduled group sessions on platform use and new features. |
. | No information available |
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Feedback and Feature Request Portal Ability to suggest improvements and vote on roadmap priorities. |
. | No information available |
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Multilingual Support Staff Assistance in multiple major global languages. |
. | No information available |
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