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OurCrowd Platform from OurCrowd
Curated deal sourcing, due diligence, co-investment opportunities, portfolio management, and educational resources for individual and institutional VCs.
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
(8 Yes /8 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. |
OurCrowd provides search functionality by sector, geography, and other parameters for deal discovery. | |
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Saved Searches Enables users to save customized search criteria for quick access in the future. |
The platform lets users save searches or alerts for future quick access. | |
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Automated Deal Alerts Platform notifies users automatically when new deals matching specified criteria are listed. |
OurCrowd sends out automated alerts for new deals matching a user's criteria (emails/notifications). | |
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Deal Tagging Ability to tag and categorize deals for efficient organization and retrieval. |
Deals can be tagged/favorited for efficient organization. Favorites and watchlists exist. | |
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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. |
Investors can perform keyword and full-text search to filter investment opportunities. | |
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Saved Favorites Allows users to bookmark or favorite deals for future review or collaboration. |
Users can favorite deals for future reference (bookmark or watchlist functionality). | |
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Watchlists Users can track select deals/companies and receive updates on activity. |
There is a watchlist to track deals of interest and receive further updates. | |
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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. |
No information available | |
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Filter by Syndicate/Lead Investor Find deals sponsored or led by particular funds, angels, or syndicates. |
Deals can be searched/filtered by syndicate/co-investment leader, as the platform enables discovery by its partner network. | |
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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 presentations use standard templates including team, business model, traction, etc. | |
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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. |
Investors and companies can upload pitch decks and due diligence documents (PDF, PPT, etc.). | |
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Integrated e-Signatures Digital signature integration for NDAs or term sheets. |
Digital signature functionality is present for key documents (e.g., investment agreements). | |
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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. |
No information available | |
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Third-Party Data Enrichment Integrates with external data providers to enhance or verify company data. |
Partnerships with PitchBook and other data providers enable enrichment/verification. | |
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Audit Trail Maintains logs of data changes and accesses for compliance and transparency. |
There is audit tracking for investments and user actions per regulatory requirements. | |
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Founder/Company Profiles Rich, structured profiles with bios, LinkedIn, and references. |
Comprehensive team and company profiles, with links to LinkedIn, are present. | |
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Traction Metrics Standardization Revenue, users, and growth metrics are reported using uniform definitions and intervals. |
Traction and growth metrics are standardized across deals for comparison. | |
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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. |
No information available |
Screening & Scoring Tools
(6 Yes /6 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). |
OurCrowd scores/screen deals before listing using automated and manual processes. | |
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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. |
Deals are both screened by experts and via automated data tools. | |
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Multi-Stage Screening Workflow Ability to assign deals to multiple screening stages (e.g., initial review, deep dive). |
Deals progress through multiple screening stages including initial vetting and deep due diligence. | |
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Red Flag Detection Highlights concerns such as missing data, adverse events, or conflicts. |
Red flags (missing data/information) are highlighted for investor awareness. | |
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Screening Custom Checklists Investors can set checklists or qualifying questions per deal stage. |
Screening checklists are used for investment teams during review stages. | |
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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. |
Dashboards and workflow visualization allow prioritizing opportunities by stage/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
(8 Yes /8 Known /10 Possible features)
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Deal Sharing Ability to share deals securely with colleagues, partners, or LPs. |
Deals can be shared securely with VCs, institutional LPs, or other permitted users. | |
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Permissioned Access Controls Granular permissions for who can view, edit, or comment on deals. |
Role and permissioned access for different user types (investor, founder, advisor) is available. | |
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Real-Time Messaging & Comments Threaded conversations on deals among team members or external collaborators. |
There is a comment section and direct messaging for deal collaboration. | |
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Deal Rooms Virtual rooms for each deal to centralize documents, discussions, and tasks. |
Dedicated deal rooms centralize documentation and tasks. | |
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Task Assignment & Tracking Assign, track, and manage tasks related to specific deals. |
Tasks and due diligence items can be assigned and tracked for each deal. | |
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Calendar Integration Syncs deal milestones, meetings, and deadlines to calendars. |
Deadlines and meetings can be synced with calendar tools (iCal/Google/Outlook). | |
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Approval Workflows Multi-level approval mechanisms for progressing deals. |
Multi-level approval workflows for investments are supported. | |
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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 progress and key milestones are visually represented in platform dashboards. | |
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Number of Collaborators per Deal Maximum number of collaborators allowed per deal. |
No information available |
Due Diligence Support
(8 Yes /8 Known /10 Possible features)
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Due Diligence Checklists Pre-configured and customizable checklists for different deal types and stages. |
Diligence checklists/templates are available for different deal types. | |
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Document Request & Management Automates requests for due diligence documents and organizes received files. |
The platform automates document requests and organizes due diligence files. | |
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Data Room Integration Integration with secure data rooms for sensitive documents. |
Integration with leading secure data rooms (internal or external) is possible for due diligence. | |
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Integration with External Diligence Tools Connectivity to background, legal, or technical analysis services. |
OurCrowd integrates with background/technical/legal diligence providers. | |
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Customizable Reporting Templates Provides templates for investment memos and diligence reports. |
Templates for investment memos and due diligence reports are provided. | |
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Red Flag Reporting Automated and manual reporting of identified diligence issues. |
Red flag reporting and notes for diligence concerns are enabled. | |
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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. |
Dashboards show diligence status and outstanding items. | |
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External Advisor Access Enables external experts to participate securely in diligence. |
Secure access can be given to outside experts/advisors 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
(9 Yes /9 Known /10 Possible features)
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CRM Integration Connects with leading CRM systems (Salesforce, Hubspot, Affinity) for data flow. |
Integration with Salesforce and other CRM systems is advertised. | |
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API Access Provides robust APIs for data extraction, deal flow sync, or workflow automation. |
APIs available for data extraction/workflow automation. | |
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Calendar Integration Synchronizes with Google, Outlook, or other calendar apps. |
Calendar integration exists (see previous note). | |
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Email Integration Links with email systems for deal notifications, communication, and updates. |
Email notifications and communication for deal updates is supported. | |
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Slack/Messaging Integrations Ability to post deal updates directly to Slack or similar tools. |
Integration with Slack and messaging tools for deal updates is available. | |
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Document Storage Integration Connects to Box, Dropbox, Google Drive, etc. for document handling. |
Document upload and integration with cloud storage services are supported. | |
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Analytics & BI Tool Integration Integration with Tableau, Power BI, or similar for custom analytics. |
Connectors with analytics/BI tools like Power BI, Tableau are listed on the site. | |
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Syndicate/LP Portal Integration Lets syndicates or LPs access and review deal flow externally. |
Syndicate and LP investors have their own dashboards, portals, and permissioned access. | |
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Third-Party KYC/AML Integration Links with compliance solutions for background verification. |
Compliance integrations such as KYC/AML are present for regulatory checks. | |
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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. |
The website provides a responsive interface that works across devices. | |
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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. |
Onboarding guides and a knowledge base are provided for new investors. | |
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Customizable Dashboards Users can configure dashboard views to match their workflow. |
Dashboards are configurable (user can customize sections displayed). | |
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Notifications & Alerts Customizable, real-time notifications on key events or changes. |
Notifications and alerts about deals, meetings, or milestones are customizable. | |
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User Roles & Profiles Multiple user types each with tailored permissions and views. |
Multiple user roles (individual, institutional, advisor) with distinct permissions and profiles. | |
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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
(9 Yes /9 Known /10 Possible features)
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Data Encryption at Rest & in Transit Sensitive data is encrypted both in storage and when transmitted. |
The platform uses industry standard encryption (HTTPS, SSL, encryption at rest/in transit). | |
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Multi-Factor Authentication Supports 2FA/MFA for user logins. |
2FA/MFA support at login and for sensitive account activities. | |
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Role-Based Access Controls Define access rights at granular (field/record) level. |
Granular, role-based access and field-level permissions are configurable. | |
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SOC2/ISO Certification Provider is certified for industry standard security compliance. |
OurCrowd lists SOC2 and international security certifications (verified by site and compliance pages). | |
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Data Residency Options Ability to choose country/territory for data storage to meet local laws. |
Data residency options (including EU) available for regulatory compliance. | |
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Regular Penetration Testing Undergoes periodic penetration tests and provides results. |
Regular third-party penetration testing is mentioned in security and compliance materials. | |
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Audit Logging Comprehensive audit logs of user actions available. |
Comprehensive audit logging by the platform. | |
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GDPR & CCPA Compliance Tools Tools for subject data access, deletion, and notification. |
Tools supporting subject data access/deletion for GDPR/CCPA compliance are referenced. | |
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DDoS Protection Built-in mechanisms to protect against attack attempts. |
DDoS protection provided as part of the hosting and security infrastructure. | |
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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. |
Platform tracks deal sourcing/review/investment over time and provides analytics. | |
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Custom Reports Builder Users can construct custom dashboards and reports. |
Custom dashboard and report builders are built-in for data analytics. | |
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Export Options Reports and data can be exported in various formats. |
Data can be exported in CSV and other formats. | |
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Conversion Funnel Visualization Shows stage-by-stage deal progression and conversion rates. |
Conversion funnel and stage-by-stage visualization configurable for each deal. | |
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Portfolio Analytics High-level tracking of portfolio composition and performance. |
Portfolio analytics for composition, returns, benchmarking, and more are available. | |
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Time on Market Metrics Track days from deal listing to closure. |
Time-on-market/average days to close are tracked for deals. | |
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Benchmark Data Comparison Compares deal or portfolio metrics to industry benchmarks. |
Benchmarking with industry data is available for portfolio and deal-stage analytics. | |
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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. |
Custom fields can be added to track unique attributes in deals. |
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. |
OurCrowd covers a very broad range of geographies, sectors, stages, and company types. | |
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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 partners (vetted) are available for expert diligence and support. | |
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Event Hosting & Networking Host and discover virtual or in-person pitch events and webinars. |
OurCrowd regularly hosts pitch events, webinars, and networking opportunities. | |
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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. |
Syndicate and angel participation is a core function of the platform. | |
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Cross-Border Deal Support Platform supports international deals and legal/compliance needs. |
Cross-border deals including US, EU, Asia, etc. are core to OurCrowd's platform. | |
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Alumni or Portfolio Management Ongoing tracking and engagement with past deals/investments. |
Tools for tracking portfolio companies and engagement post-investment are available. | |
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Ecosystem Partner Integrations Native integration with law firms, banks, service providers, etc. |
Integration with ecosystem partners (banks, law firms, service providers) exists. |
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 is published publicly by tier, with no hidden fees. | |
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Free Trial/Proof of Concept Ability to evaluate platform with a trial or pilot phase. |
Free trials (proof of concept, full access for a period) are offered to new users. | |
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Tiered Service Levels Multiple pricing/service tiers to fit different user types and budgets. |
Multiple service tiers, including institutional solutions, are present. | |
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Custom Enterprise Plans Supports tailored pricing and SLA for large organizations. |
Enterprise-tailored plans including custom contracts/SLA available upon request. | |
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Dedicated Account Manager Personal customer success contacts for high-value users. |
Account managers/dedicated contacts for high-value users are listed as part of customer support. | |
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24/7 Technical Support Round-the-clock access to technical help. |
24/7 support is noted for key users with urgent technical issues. | |
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Knowledge Base & Help Center Comprehensive online resources for self-service. |
Comprehensive knowledge base and help center provided for users. | |
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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 support is available for new customers/users. |
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