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Forge Marketplace from Forge Global
Provides access to investment opportunities in late-stage and growth companies, secondary shares, curated deal flow, valuation tools, and transaction services for VCs and funds.
Product analysis by function
Investment Opportunity Marketplaces for Deal Sourcing and Origination
Platforms connecting startups seeking funding with venture capital firms, providing standardized information formats and initial screening mechanisms.
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Deal Discovery & Search
(6 Yes /6 Known /13 Possible features)
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Advanced Search & Filters Allows users to search and filter deals by sector, stage, geography, valuation, traction, and other parameters. |
Forge Marketplace provides advanced deal filters by stage, geography, and valuation, as evident from its search utility for investment opportunities in late-stage/growth equity. | |
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Saved Searches Enables users to save customized search criteria for quick access in the future. |
Platform enables users to save and revisit customized searches for preferred targets. | |
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Automated Deal Alerts Platform notifies users automatically when new deals matching specified criteria are listed. |
Users can opt into notifications for new investments matching their deal preferences. | |
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Deal Tagging Ability to tag and categorize deals for efficient organization and retrieval. |
No information available | |
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AI-Driven Recommendations Uses AI or machine learning to suggest relevant deals based on user behavior or preferences. |
No information available | |
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Keyword Search Full-text search capability within deal descriptions, team bios, etc. |
Includes full-text search to identify opportunities by company, sector, or keywords. | |
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Saved Favorites Allows users to bookmark or favorite deals for future review or collaboration. |
No information available | |
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Watchlists Users can track select deals/companies and receive updates on activity. |
Users can create watchlists to monitor select companies, as stated in platform features. | |
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Collaborative Search Spaces Allows teams or syndicates to search, share, and discuss deals collaboratively. |
No information available | |
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Map-Based Discovery Displays deals geographically for location-driven discovery. |
Forge shows deals on maps and enables geographic discovery for opportunities. | |
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Filter by Syndicate/Lead Investor Find deals sponsored or led by particular funds, angels, or syndicates. |
No information available | |
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Deal Trending Indicators Shows deals with rising interest or activity among other users. |
No information available | |
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Number of Filters Total number of selectable filters to refine and tailor searches. |
No information available |
Data Standardization & Quality
(7 Yes /7 Known /12 Possible features)
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Standard Deal Templates Deals presented using standardized information templates (e.g., team, traction, business model). |
Deal detail views present standard fields (company, valuation, metrics), indicating standardized templates. | |
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Automated Data Validation System checks and flags inconsistent, missing, or invalid data entries automatically. |
No information available | |
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Document Upload & Management Ability to upload and store key documents (pitch decks, financials) in standard formats. |
Documents like financial reports and decks are uploadable in investor/deal rooms. | |
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Integrated e-Signatures Digital signature integration for NDAs or term sheets. |
No information available | |
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Structured Q&A Template-driven Q&A sections with standardized topics for founders/VCs. |
No information available | |
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API Data Feeds Supports real-time data feeds for company data, cap tables, or KPIs. |
Integrates with external data feeds and valuation tools for real-time data. | |
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Third-Party Data Enrichment Integrates with external data providers to enhance or verify company data. |
Pulls third-party valuation and company data for enrichment per product pages. | |
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Audit Trail Maintains logs of data changes and accesses for compliance and transparency. |
No information available | |
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Founder/Company Profiles Rich, structured profiles with bios, LinkedIn, and references. |
Displays detailed company and founder profiles with structured fields and references. | |
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Traction Metrics Standardization Revenue, users, and growth metrics are reported using uniform definitions and intervals. |
Revenue/metrics are presented in a standardized, comparable format. | |
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Team & Advisor Verification Ability to verify team identities and credentials (e.g., via LinkedIn, Clearbit). |
No information available | |
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Field Completeness Indicator Shows what % of required fields are completed for each deal. |
undefined UI shows levels of profile/data completion for listed opportunities. |
Screening & Scoring Tools
(3 Yes /3 Known /10 Possible features)
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Automated Deal Scoring System generates suitability scores for each deal using defined criteria (e.g., fit, traction, team). |
Deals are scored for suitability/attractiveness based on proprietary criteria. | |
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Customizable Scoring Models Investors can tweak the weighting of deal attributes to suit thesis. |
No information available | |
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Human/AI Hybrid Screening Supports both automated and manual screening workflows. |
No information available | |
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Multi-Stage Screening Workflow Ability to assign deals to multiple screening stages (e.g., initial review, deep dive). |
Multiple deal screening stages are visible in the investor workflow interface. | |
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Red Flag Detection Highlights concerns such as missing data, adverse events, or conflicts. |
No information available | |
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Screening Custom Checklists Investors can set checklists or qualifying questions per deal stage. |
No information available | |
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Automated Background Checks Background and reference checks can be run via third party integrations. |
No information available | |
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Ranking & Prioritization Dashboard Visual dashboards for managing deal flow by score, priority, or stage. |
Provides dashboards to rank, sort, and track deal flow by stage or score. | |
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Screening Turnaround Time Average time taken for initial deal screening. |
No information available | |
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False Positive/Negative Rate Assesses screening efficacy by tracking incorrectly flagged deals. |
No information available |
Collaboration & Workflow
(6 Yes /6 Known /10 Possible features)
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Deal Sharing Ability to share deals securely with colleagues, partners, or LPs. |
Deals can be securely shared with investor partners and LPs. | |
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Permissioned Access Controls Granular permissions for who can view, edit, or comment on deals. |
Granular user roles and permissions available for deal access management. | |
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Real-Time Messaging & Comments Threaded conversations on deals among team members or external collaborators. |
Platform supports real-time discussion via comments and messaging on deals. | |
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Deal Rooms Virtual rooms for each deal to centralize documents, discussions, and tasks. |
Each deal features a collaboration space (deal room) with documents and tasks. | |
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Task Assignment & Tracking Assign, track, and manage tasks related to specific deals. |
No information available | |
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Calendar Integration Syncs deal milestones, meetings, and deadlines to calendars. |
Integration with Google/Outlook for syncing new deal events is advertised. | |
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Approval Workflows Multi-level approval mechanisms for progressing deals. |
No information available | |
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Group Voting Allows team voting on progression or rejection of opportunities. |
No information available | |
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Deal Timeline Visualization Visual representation of deal progress and key events. |
Deal timelines are visually presented to illustrate process milestones. | |
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Number of Collaborators per Deal Maximum number of collaborators allowed per deal. |
. | No information available |
Due Diligence Support
(5 Yes /5 Known /10 Possible features)
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Due Diligence Checklists Pre-configured and customizable checklists for different deal types and stages. |
Due diligence checklists (predefined and custom) are part of investor toolset. | |
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Document Request & Management Automates requests for due diligence documents and organizes received files. |
Document/request management built in for collecting diligence materials. | |
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Data Room Integration Integration with secure data rooms for sensitive documents. |
Integrates with virtual data rooms for secure file management. | |
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Integration with External Diligence Tools Connectivity to background, legal, or technical analysis services. |
No information available | |
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Customizable Reporting Templates Provides templates for investment memos and diligence reports. |
Templates for investment memos and diligence reports are available to users. | |
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Red Flag Reporting Automated and manual reporting of identified diligence issues. |
No information available | |
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Automated Reference Checks Requests and tracks founder and customer/reference checks through integrated tools. |
No information available | |
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Track Diligence Progress Visual dashboards showing completeness and outstanding items. |
No information available | |
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External Advisor Access Enables external experts to participate securely in diligence. |
External expert/advisor access is supported for deal diligence. | |
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Time to Complete Diligence Tracks average/expected time to complete diligence per deal. |
. | No information available |
Integration & Interoperability
(7 Yes /7 Known /10 Possible features)
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CRM Integration Connects with leading CRM systems (Salesforce, Hubspot, Affinity) for data flow. |
CRM integrations (including Salesforce) available for investor workflow. | |
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API Access Provides robust APIs for data extraction, deal flow sync, or workflow automation. |
Developers and investors can use robust APIs to extract deal and portfolio data. | |
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Calendar Integration Synchronizes with Google, Outlook, or other calendar apps. |
Google/Outlook calendar integration option for key date syncing. | |
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Email Integration Links with email systems for deal notifications, communication, and updates. |
Email-based notifications and updates are integral to deal workflow. | |
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Slack/Messaging Integrations Ability to post deal updates directly to Slack or similar tools. |
Slack integration is supported for deal update notifications. | |
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Document Storage Integration Connects to Box, Dropbox, Google Drive, etc. for document handling. |
Supports integration with major storage solutions for accessing uploaded documents. | |
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Analytics & BI Tool Integration Integration with Tableau, Power BI, or similar for custom analytics. |
No information available | |
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Syndicate/LP Portal Integration Lets syndicates or LPs access and review deal flow externally. |
No information available | |
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Third-Party KYC/AML Integration Links with compliance solutions for background verification. |
Third-party KYC/AML integrations are supported for compliance. | |
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Number of Supported Integrations Count of native, out-of-the-box software integrations. |
. | No information available |
User Experience & Accessibility
(5 Yes /5 Known /10 Possible features)
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Responsive Web Design Optimized and consistent experience on all device types. |
Web UI is optimized for mobile/tablet/desktop. | |
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Native Mobile App Availability of full-featured iOS/Android apps. |
No information available | |
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Multi-Language Support User interface supports localization into multiple languages. |
No information available | |
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Accessibility Standards Compliance Follows WCAG/ADA accessibility best practices (screen reader, keyboard nav, etc.). |
No information available | |
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User Onboarding Tools Guided tours, training modules, and knowledge base. |
Guided onboarding, tutorials, and customer help center available for users. | |
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Customizable Dashboards Users can configure dashboard views to match their workflow. |
Users can configure dashboards, favoriting sections such as watchlist, metrics, and deal stage. | |
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Notifications & Alerts Customizable, real-time notifications on key events or changes. |
Users receive push/email alerts for relevant deal developments and status changes. | |
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User Roles & Profiles Multiple user types each with tailored permissions and views. |
Multiple user roles (investor, admin, etc.) with tailored dashboards and permissions. | |
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Average Page Load Time Speed at which main dashboard or deal pages load. |
. | No information available |
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Number of Supported Languages Total different languages available in the user interface. |
. | No information available |
Security & Compliance
(8 Yes /8 Known /10 Possible features)
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Data Encryption at Rest & in Transit Sensitive data is encrypted both in storage and when transmitted. |
Uses encryption for data in transit and at rest, as described in security documentation. | |
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Multi-Factor Authentication Supports 2FA/MFA for user logins. |
Multi-factor authentication is available for all user accounts. | |
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Role-Based Access Controls Define access rights at granular (field/record) level. |
Role-based access controls managed by organization administrators. | |
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SOC2/ISO Certification Provider is certified for industry standard security compliance. |
Forge is SOC2 certified, supporting industry-standard compliance. | |
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Data Residency Options Ability to choose country/territory for data storage to meet local laws. |
No information available | |
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Regular Penetration Testing Undergoes periodic penetration tests and provides results. |
Undergoes regular penetration testing; summary results published in compliance section. | |
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Audit Logging Comprehensive audit logs of user actions available. |
Comprehensive audit logging for regulatory and operational transparency documented in security materials. | |
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GDPR & CCPA Compliance Tools Tools for subject data access, deletion, and notification. |
GDPR/CCPA support described in privacy policy and DSR mechanisms. | |
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DDoS Protection Built-in mechanisms to protect against attack attempts. |
DDoS protection and mitigation included in technical security summary. | |
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Incident Response Time Provider's SLA on detecting and responding to security incidents. |
. | No information available |
Analytics & Reporting
(8 Yes /8 Known /10 Possible features)
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Deal Flow Metrics Tracks sourced, reviewed, and invested deals over time. |
Tracks deal flow metrics including sourced, reviewed, closed transactions. | |
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Custom Reports Builder Users can construct custom dashboards and reports. |
Users can build custom reports via dashboard tools. | |
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Export Options Reports and data can be exported in various formats. |
Export to Excel, CSV, and PDF is available for deal and report data. | |
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Conversion Funnel Visualization Shows stage-by-stage deal progression and conversion rates. |
Deal progression is visualized by stage and conversion rate on analytics dashboard. | |
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Portfolio Analytics High-level tracking of portfolio composition and performance. |
Portfolio composition and return analytics available to investors per listed features. | |
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Time on Market Metrics Track days from deal listing to closure. |
Offers tracking for time from listing to deal close metrics. | |
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Benchmark Data Comparison Compares deal or portfolio metrics to industry benchmarks. |
Analytics tools allow for benchmark comparisons with market/peer sets. | |
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Number of Pre-Built Reports Total pre-configured report templates available. |
. | No information available |
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Report Generation Time Average time taken to generate a standard report. |
. | No information available |
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Custom Field Support Ability to add and analyze user-defined custom fields. |
Investors can add custom fields to deals and create reports/filters. |
Platform Coverage & Ecosystem
(7 Yes /7 Known /10 Possible features)
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Number of Active Deals How many open deals are currently listed at any time. |
. | No information available |
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Startup Diversity Coverage of industries, geographies, stages, and demographics. |
Wide industry and sector diversity evident from deal listings across verticals and regions. | |
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Investor Network Size Number of verified VC/investor users on the platform. |
. | No information available |
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Vetted Advisors & Experts On-platform access to trusted diligence or operating partners. |
Advisors and due diligence partners are available to support transactions. | |
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Event Hosting & Networking Host and discover virtual or in-person pitch events and webinars. |
Hosts and promotes virtual/in-person events and webinars for investor networking. | |
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Marketplace Liquidity Typical time for deals to attract leads or engagement. |
. | No information available |
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Syndicate/Angel Investor Participation Ability for syndicates or angels to proactively lead or participate. |
Angels/syndicates can participate directly in deal structures; platform supports group investment. | |
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Cross-Border Deal Support Platform supports international deals and legal/compliance needs. |
Forge features cross-border deal support, enabling global access and legal review. | |
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Alumni or Portfolio Management Ongoing tracking and engagement with past deals/investments. |
Portfolio tracking tools available for ongoing management and reporting. | |
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Ecosystem Partner Integrations Native integration with law firms, banks, service providers, etc. |
Ecosystem partner integrations with law firms and banks are evident from partnerships. |
Pricing, Billing, & Support
(8 Yes /8 Known /10 Possible features)
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Transparent Pricing Clear, published pricing tiers with no hidden fees. |
Pricing tiers are clearly published and communicated; no hidden fees. | |
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Free Trial/Proof of Concept Ability to evaluate platform with a trial or pilot phase. |
A trial/demo process is available for institutional prospects. | |
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Tiered Service Levels Multiple pricing/service tiers to fit different user types and budgets. |
Multiple service/pricing levels are described for different investor types. | |
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Custom Enterprise Plans Supports tailored pricing and SLA for large organizations. |
Custom, enterprise-grade plans are offered for large organizations. | |
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Dedicated Account Manager Personal customer success contacts for high-value users. |
Dedicated account managers are assigned to top-tier/enterprise clients. | |
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24/7 Technical Support Round-the-clock access to technical help. |
24/7 support access is available for premium/enterprise clients. | |
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Knowledge Base & Help Center Comprehensive online resources for self-service. |
Searchable knowledge base and support center is linked from help portal. | |
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Platform Uptime SLA Guaranteed system availability as a percent of time. |
. | No information available |
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Average Support Response Time Typical time to first response from support. |
. | No information available |
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Training & Onboarding Services Offers training sessions or onboarding support for new users. |
Onboarding and training (virtual and live) available for new clients. |
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