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Venture360 Deal Management from Venture360
Deal pipeline and application tracking, reporting, LP portals, communication tools, due diligence, and workflow automation tailored for VC.
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
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Pipeline Management
(13 Yes /13 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. |
Product page describes customizable workflows and pipeline tailored for VC, indicating custom pipeline stage support. | |
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Drag-and-Drop Interface Visual interface for moving deals between stages easily. |
Venture360 highlights drag-and-drop interface for moving deals between stages in the pipeline. | |
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Bulk Deal Updates Update status or properties of multiple deals at once. |
Bulk actions and deal editing are referenced in materials and platform highlights. | |
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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 including automatic stage advancement is specifically mentioned. | |
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Pipeline Filtering and Segmentation Filter or segment pipeline views by lead source, team member, or deal attributes. |
Filter and segment by team, source, and attributes are included in pipeline and reporting features. | |
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Multiple Pipelines Support Support for tracking different deal processes or funds by maintaining separate pipelines. |
Multiple pipelines supported for funds/tracking different processes. | |
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Custom Tags/Categories Apply custom tags or categories to deals for improved organization. |
Custom tags and categories mentioned for deal organization. | |
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Pipeline Activity Timeline Display chronological log of all activity, communications, and updates on a deal. |
Activity timeline shown for each deal reflecting communications, updates, and progress. | |
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Pipeline Analytics Generate reports and insights on pipeline performance and conversion rates. |
Reporting and analytics including pipeline performance and conversion rates is a core feature. | |
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Deal Scoring and Prioritization Assign numerical scores or rankings to deals to assist with prioritization. |
Scoring, prioritization (lead scores, ratings) are visible for pipeline prioritization. | |
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Historical Pipeline Data View, export, and analyze past pipeline information. |
Historical pipeline data is available via reporting, exports, and analytics. | |
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Pipeline Exporting Export pipeline data in various formats (CSV, PDF, XLSX, etc.) |
Exporting of data (CSV, PDF, XLSX) supported. | |
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Custom Views Ability to save and share specific pipeline filters or layouts as views. |
Custom views, layouts, and saved filters are supported. |
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. |
Custom fields can be created for deal data entry. | |
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Automated Data Ingestion Ingest data from email, web forms, or third-party sources automatically. |
Automated data ingestion from forms and emails is referenced (for applications and deal capture). | |
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Document Storage Upload and manage files related to each deal in a centralized document repository. |
Each deal has a central repository for associated documents. | |
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Contact Management Manage all stakeholder contacts, including founders, co-investors, and advisors. |
Contact management for all stakeholders appears in product feature list. | |
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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 rules are configurable (required fields, completeness checking). | |
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Historical Data Tracking Keep records of changes made to deal fields over time. |
Historical data tracking for deal updates and history is referenced. | |
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Source Attribution Record and display how each deal or contact entered the system (referral, inbound, event, etc.). |
Source attribution (how deals entered) is shown in deal/application records. | |
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API Access for Data Import/Export Enable integration with other systems to move data in and out programmatically. |
API and integrations are offered, including for import/export. | |
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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. |
No information available | |
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Searchable Database Full-text and fielded search across deals, contacts, and documents. |
Full search of deal data, contacts, and documents is available. | |
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Customizable Data Templates Preset templates for common deal types or verticals. |
Templates exist for repeatable deal types and fields. | |
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Linked Entities Link companies, contacts, investors, and other related entities for easier navigation. |
Entities (companies, LPs, contacts) are linked throughout the platform. |
Collaboration & Workflow
(11 Yes /11 Known /15 Possible features)
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Deal Notes & Comments Add threaded notes, comments, and feedback for each deal record. |
Deal notes and comments are present for collaboration. | |
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Email Integration Sync inbound/outbound emails directly to deal records. |
Email integration (inbound/outbound) sync is offered. | |
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Activity Assignment Assign tasks, reminders, or approvals to team members. |
Task/Activity assignment is supported; workflows include task assignment. | |
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Role-Based Permissions Set permissions for who can view, edit, or comment on deals. |
Role-based permissions and user access settings available for deals and pipeline. | |
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Real-time Notifications Alert team members of comments, updates, or changes as they happen. |
Real-time updates and notifications for comments and status are supported. | |
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Calendar Integration Sync events, calls, and meetings with internal or external calendars. |
Calendar integration is indicated for meeting/call scheduling and reminders. | |
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Task Management Create, assign, and track tasks linked to deals or contacts. |
Task management modules are described for deals and contacts. | |
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Workflow Automation Automate repetitive tasks or approval flows based on trigger events. |
Workflow automation (approvals, status changes) is a core feature. | |
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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 approval workflows for investments are referenced. | |
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Discussion Threads Dedicated discussion space per deal to consolidate internal conversations. |
Discussion threads per deal are mentioned as collaboration tools. | |
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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. |
Calendar view of all activities/tasks is present in activity and workflow modules. |
Sourcing and Inbound Deal Capture
(10 Yes /10 Known /15 Possible features)
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Web Forms Customizable online forms for direct submission by founders or scouts. |
Web forms for direct founder/deal submission available (customizable submission forms). | |
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Email Parsing Extract deal information directly from incoming emails. |
Email parsing for extracting application/deal data is a listed feature. | |
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Referral Tracking Log and attribute deals to specific referrers or partners. |
Deals can be tracked with referrer tags and sources. | |
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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. |
Deal import from CRM/CSV/Google Sheets is available. | |
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Third-Party Platform Integration Direct integration with platforms like AngelList or Crunchbase to pull deal flow. |
Integrations with Crunchbase, AngelList, other platforms indicated. | |
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Automated Lead Routing Assign new inbound deals to pipeline owners or industry specialists automatically. |
Automated lead routing and assignment referenced with workflow automation. | |
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Inbound API Receive deal submissions from custom applications via secure API. |
No information available | |
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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. |
Lead source analytics and reporting are part of core reporting suite. | |
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Custom Intake Workflows Trigger follow-ups or questionnaire tasks after deal capture. |
Custom intake workflows can be defined after deal forms are submitted. | |
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Automated Notifications on New Deals Alert team on new deal entries through email, SMS, or in-app notifications. |
Notification workflows for new deals (e-mail, dashboard). | |
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Duplicate Entry Prevention on Inbound Auto-detect if deal already exists before adding to system. |
Duplicate prevention and identification on new deals described in FAQ and onboarding. | |
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Data Mapping for Intake Automatically match incoming fields to system fields. |
No information available |
Evaluation and Screening Tools
(13 Yes /13 Known /15 Possible features)
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Custom Evaluation Criteria Define and weight criteria for investment alignment and fit. |
Custom evaluation criteria can be defined and appear as weighted/rated fields. | |
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Scoring Algorithms Automatic calculation of composite or custom scores of deals. |
Scoring algorithms (custom and automatic) exist for internal pipeline scoring. | |
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Collaborative Ratings Multiple reviewers score deals with aggregated output. |
Multiple reviewers can enter ratings with aggregated summary. | |
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Side-by-Side Deal Comparison Compare deals across customizable fields or past benchmarks. |
Deals can be compared side-by-side across all structured fields. | |
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Automated Screening Rules Rules to auto-screen or reject deals that do not fit basic criteria. |
Screening rules to auto-eliminate deals are configurable. | |
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Checklists for Diligence Customizable diligence checklists per deal or sector. |
Checklists for diligence are configurable and attached to each deal. | |
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Notes on Evaluation Rounds Log rationale and comments from each evaluation stage. |
Evaluation round notes can be captured for every stage. | |
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Red Flag Indicators Tag or flag risky deals based on input data or automated checks. |
Flagging/tagging of risk indicators present in deal records. | |
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Visual Scoring Dashboards Graphical display of scores, status, and feedback at a glance. |
Visual scoring dashboards for analytics/feedback. | |
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Automated Follow-Up Assignments Assign next steps based on evaluation outcome. |
Automated workflow assignments after scoring are supported. | |
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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 surveys and forms for founders and reviewers supported. | |
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Multi-round Evaluation Support Handle multiple, structured rounds of deal screening. |
Multi-round evaluation and scoring workflow supported. | |
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Historical Review Analytics Analyze outcomes of past evaluation criteria and scoring. |
Analytics on evaluation outcomes and historical performance present. |
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 integrations available for two-way sync with major platforms. | |
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Calendar & Email Sync Bidirectional sync with Google/MS Outlook calendars and mailboxes. |
Bidirectional email and calendar sync (Google/Outlook) supported. | |
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Open API Fully documented API for custom integrations. |
APIs are available and documented for developers. | |
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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. |
Single sign-on integration is provided. | |
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Data Export APIs Programmatic export of deals, contacts, and pipeline data. |
Data/export APIs offered as part of developer platform. | |
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Third-Party Data Enrichment Integrations with external databases for automated profile enrichment. |
Third-party database integration and enrichment (e.g., Crunchbase) supported. | |
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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. |
ERP/Accounting platform integrations available for financial sync. | |
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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. |
Data connectors for importing from multiple formats/sources available. | |
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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. |
No information available | |
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Integration Health Monitoring Monitor and report on integration connection and sync issues. |
No information available |
Analytics and Reporting
(10 Yes /10 Known /15 Possible features)
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Customizable Dashboards Build and share dashboards with key metrics. |
Dashboards are fully customizable per user or team. | |
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Advanced Filtering Dynamic filtering on properties, tags, source, teams, and more for reports. |
Advanced filtering on deal and team attributes is present throughout analytics. | |
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Funnel and Conversion Analytics Visualization of deal conversion and drop-off rates through pipeline. |
Funnel/conversion analytics shown visually in pipeline dashboards. | |
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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. |
No information available | |
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Team Performance Reports Metrics on sourcing, evaluation, and conversion attributed to team members. |
Team performance, evaluation/conversion reports available. | |
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Custom Report Builder Flexible builder for ad hoc reports on any data captured. |
Custom report builder for ad hoc reporting available to users. | |
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Scheduled Reports Automate email delivery of key reports to stakeholders. |
Scheduled/automated reports to stakeholders supported. | |
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Exportable Analytics Export charts and data tables in PDF, CSV, or XLSX. |
Exportable analytics: users can export visuals/data to common formats. | |
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Historical Trend Analysis View changes in pipeline or key metrics over configurable timeframes. |
Trending and time-based analysis included in analytics module. | |
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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. |
Portfolio tracking is integrated with reporting dashboards. | |
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Diversity & Inclusion Metrics Track and analyze deals by demographic or geographic attributes. |
No information available | |
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User Activity Analytics Measure system utilization and engagement by user. |
User activity/engagement analytics reported for administrators. |
Security and Compliance
(10 Yes /10 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 available for users/roles. | |
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Audit Trails Automatic logging of all key actions for compliance and oversight. |
Audit trails and logging of user actions present for compliance. | |
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Encryption At-Rest and In-Transit Data is encrypted both when stored and while transferred. |
Data encryption in transit/at rest mentioned in security policies. | |
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Multi-Factor Authentication (MFA) Additional layer of authentication security for users. |
Multi-factor authentication is supported. | |
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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/CCPA compliance certifications cited in documentation. | |
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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. |
No information available | |
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Data Deletion/Retention Policies Automate retention or deletion of deals after set period or on request. |
No information available | |
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User Session Timeout Automatic logout after period of inactivity. |
Session timeout/inactivity logout is a standard configurable security feature. | |
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Secure File Storage Files are stored with encryption and access traceability. |
Secure file storage and document encryption included in platform security policies. | |
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IP Whitelisting Restrict access to certain IP addresses only. |
IP restrictions are available for enterprise accounts. | |
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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 database and file backups included in product infrastructure. | |
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GDPR Data Subject Access Request (DSAR) Support Tooling for responding to data access or deletion requests. |
GDPR DSAR support tools are referenced in privacy policy. |
User Experience & Customization
(7 Yes /7 Known /15 Possible features)
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Custom Branding Customize colors, logos, and UI branding company-wide. |
Customizable platform branding is possible for firm/LP portals. | |
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Configurable Dashboards Users can select widgets, metrics, and layout. |
Dashboards are configurable with widgets and preferred metrics. | |
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Inline Editing Edit deal, contact, or company info directly in viewing panels. |
Inline editing of data records (deal/contact/company) is possible. | |
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Mobile Application Usable native mobile apps for iOS/Android. |
Venture360 offers mobile app for iOS and Android. | |
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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. |
No information available | |
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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. |
Help center and guided tutorials provided in-app and online. | |
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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 preference profiles (notifications, views) are supported. | |
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Bulk Actions Perform actions on multiple records simultaneously. |
Bulk actions and editing appear in deal management tools. | |
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Personal Notifications Settings Customizable notification rules for each user. |
No information available | |
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Custom Shortcuts Create keyboard or menu shortcuts for most-used actions. |
No information available |
Portfolio and Post-Investment Tools
(15 Yes /15 Known /15 Possible features)
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Portfolio Company Tracking Link deals to created or existing portfolio company records. |
Portfolio company tracking included as part of post-investment module. | |
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Investment Terms Storage Record and manage key terms and agreements per investment. |
Storing investment terms and agreements is a core function. | |
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Post-Investment Task Assignment Assign onboarding or follow-up tasks after closing a deal. |
Post-investment task workflows and assignments supported. | |
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Ongoing Reporting Integration Collect and correlate ongoing KPI/performance updates from portfolio companies. |
Ongoing (portfolio company) reporting and KPI integration present. | |
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Board & Governance Documentation Store board minutes, resolutions, and governance files. |
Ability to store, organize, and share board/governance documentation. | |
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Milestone Tracking Track achievement of key milestones post-investment. |
Milestone tracking for portfolio companies included. | |
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Custom Reporting Intervals Define reporting frequency and requirements for each investment. |
Reporting frequencies and custom intervals can be set for investments. | |
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External Stakeholder Portal Provide portfolio companies or LPs with secure data submission portal. |
Stakeholder portals (for LPs, portfolio companies) included in feature set. | |
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Portfolio Engagement Logs Automatic recording of meetings, calls, and notes post-investment. |
Engagement logs of activities and communications are maintained automatically. | |
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Data Room for Portfolio Centralized secure file sharing and due diligence management. |
Data rooms for secure sharing and due diligence present. | |
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Performance Benchmarking Compare portfolio companies' progress against each other or set targets. |
Performance benchmarking between portfolio companies included. | |
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Capital Calls and Distributions Tracking Log requests and distributions tied to each investment. |
Capital call and distribution tracking available in reporting/portfolio features. | |
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Portfolio Company Org Charts Visualize staffing and board compositions. |
Org chart visualization for portfolio companies mentioned in feature description. | |
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Valuation Tracking Track internal and third-party valuations over time. |
Valuation tracking, including third-party updates, included. | |
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Exit/Liquidity Event Management Record and manage details of exits, mergers, or acquisitions. |
Exit and liquidity event management and tracking present. |
Mobile and On-the-Go Usage
(7 Yes /7 Known /15 Possible features)
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Native Mobile Apps Full-featured native apps for both iOS and Android. |
Native mobile apps for iOS and Android are available. | |
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Mobile Deal Entry Add/edit deals and contacts while traveling or at events. |
Deal entry and editing supported from mobile app at events/on-the-go. | |
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Push Notifications Mobile alerts for assigned tasks, new deals, or updates. |
Push notifications available via mobile app. | |
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Access to Documents on Mobile View, upload, or share documents from mobile device. |
Documents accessible for upload and review via mobile device. | |
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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. |
Mobile-optimized dashboards and reporting visualizations supported. | |
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Real-Time Data Sync to Mobile Instant updates of all deal-related information. |
Real-time data sync included in apps across mobile and web. | |
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Fingerprint/Face ID Login Use biometric authentication on supported devices. |
Biometric (fingerprint/Face ID) login via mobile apps is indicated. | |
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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
(11 Yes /11 Known /15 Possible features)
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Dedicated Account Manager Access to a dedicated point of contact for support and success. |
Dedicated account manager option is available for enterprise/firm accounts. | |
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Onboarding Assistance Guided migration, data import, and best practice setup. |
Guided onboarding and migration support are available. | |
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In-App Tutorials Interactive guides and walk-throughs. |
In-app onboarding tutorials and guidance provided. | |
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Knowledge Base / Help Center Detailed online resources, FAQs, and documentation. |
Detailed knowledge base/help center referenced on website. | |
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Live Chat Support Immediate chat-based assistance available in-app. |
Live chat and in-app support ticketing referenced. | |
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24/7 Email & Ticket Support Round-the-clock ticket-based help. |
Email and online ticket support available 24/7. | |
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Video Training Library On-demand access to how-to and best practice videos. |
Video training library available for users and administrators. | |
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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. |
Release notes and update communications provided for all users. | |
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Service Level Agreements (SLAs) Commitments regarding uptime, support response, and escalation. |
Service level agreements (response time, uptime) available for enterprise contracts. | |
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Custom Training Sessions Personalized training for teams, onsite or remote. |
Custom training (web/onsite) available as part of onboarding phase. | |
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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. |
Regular webinars and group training available listed in feature page. | |
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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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