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EquityZen Marketplace from EquityZen
Connects VC funds and investors with equity opportunities in pre-IPO tech firms, due diligence, compliance, and secondary liquidity management.
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. |
EquityZen allows searching and filtering by sector, stage, and company via its platform deal listings. | |
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Saved Searches Enables users to save customized search criteria for quick access in the future. |
Users can save and monitor searches or watchlists for updates according to product documentation. | |
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Automated Deal Alerts Platform notifies users automatically when new deals matching specified criteria are listed. |
Site sends deal alerts and email notifications based on user-set criteria. | |
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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. |
Platform supports text search across pre-IPO opportunities, companies, and sectors. | |
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Saved Favorites Allows users to bookmark or favorite deals for future review or collaboration. |
Users can mark deals as favorites to save for later review. | |
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Watchlists Users can track select deals/companies and receive updates on activity. |
Watchlist functions for tracking companies exist on the EquityZen user dashboard. | |
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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. |
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
(8 Yes /8 Known /12 Possible features)
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Standard Deal Templates Deals presented using standardized information templates (e.g., team, traction, business model). |
Deal listings use a standardized template for team, stage, funding, and bio information. | |
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Automated Data Validation System checks and flags inconsistent, missing, or invalid data entries automatically. |
Internal checks are part of platform due diligence before listings are published. | |
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Document Upload & Management Ability to upload and store key documents (pitch decks, financials) in standard formats. |
Investors and sellers upload/receive deal docs within the platform under secure document management. | |
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Integrated e-Signatures Digital signature integration for NDAs or term sheets. |
Digital agreements and e-signature support for purchase documentation and NDAs are 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. |
No information available | |
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Third-Party Data Enrichment Integrates with external data providers to enhance or verify company data. |
Compliance and data verification via integration with multiple data providers mentioned in documentation. | |
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Audit Trail Maintains logs of data changes and accesses for compliance and transparency. |
Audit trail for security and compliance; feature required under securities regulation. | |
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Founder/Company Profiles Rich, structured profiles with bios, LinkedIn, and references. |
Company and founder bios are standardized, including LinkedIn where available. | |
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Traction Metrics Standardization Revenue, users, and growth metrics are reported using uniform definitions and intervals. |
No information available | |
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Team & Advisor Verification Ability to verify team identities and credentials (e.g., via LinkedIn, Clearbit). |
Team/advisor verification via LinkedIn or direct validation, as referenced in onboarding/verification procedures. | |
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Field Completeness Indicator Shows what % of required fields are completed for each deal. |
No information available |
Screening & Scoring Tools
(1 Yes /1 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). |
No information available | |
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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). |
No information available | |
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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. |
Deal flow dashboard provides ranking and prioritization features. | |
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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
(5 Yes /5 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 other platform-registered investors or partners. | |
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Permissioned Access Controls Granular permissions for who can view, edit, or comment on deals. |
Permissioned access controls and role-based visibility are available as standard practice for private deal platforms. | |
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Real-Time Messaging & Comments Threaded conversations on deals among team members or external collaborators. |
Commenting/messaging around deal-specific topics is supported within deal rooms. | |
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Deal Rooms Virtual rooms for each deal to centralize documents, discussions, and tasks. |
Virtual deal rooms aggregate docs, summaries, and communication for each opportunity. | |
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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. |
Calendar integrations available for tracking deadlines, closings, and investor calls. | |
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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. |
No information available | |
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Number of Collaborators per Deal Maximum number of collaborators allowed per deal. |
. | No information available |
Due Diligence Support
(6 Yes /6 Known /10 Possible features)
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Due Diligence Checklists Pre-configured and customizable checklists for different deal types and stages. |
No information available | |
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Document Request & Management Automates requests for due diligence documents and organizes received files. |
Platform manages diligence document collection/requests from sellers automatically. | |
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Data Room Integration Integration with secure data rooms for sensitive documents. |
Platform integrates with secure data rooms for transaction documentation, referenced in support materials. | |
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Integration with External Diligence Tools Connectivity to background, legal, or technical analysis services. |
EquityZen platform links to background compliance tools for KYC/AML checks as required by regulation. | |
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Customizable Reporting Templates Provides templates for investment memos and diligence reports. |
No information available | |
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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. |
Automated reference and background checks on founders and sellers as part of due diligence workflow. | |
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Track Diligence Progress Visual dashboards showing completeness and outstanding items. |
Diligence progress tracking occurs through dashboards listing pending, complete, and outstanding items. | |
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External Advisor Access Enables external experts to participate securely in diligence. |
External legal or compliance reviewers/advisors can be securely added to diligence processes. | |
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Time to Complete Diligence Tracks average/expected time to complete diligence per deal. |
No information available |
Integration & Interoperability
(6 Yes /6 Known /10 Possible features)
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CRM Integration Connects with leading CRM systems (Salesforce, Hubspot, Affinity) for data flow. |
Integrates with CRMs as part of investor workflow according to product documentation and sales collateral. | |
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API Access Provides robust APIs for data extraction, deal flow sync, or workflow automation. |
API access for sync and automation is available to institutional clients. | |
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Calendar Integration Synchronizes with Google, Outlook, or other calendar apps. |
Calendar sync with Google/Outlook is cited in onboarding instructions. | |
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Email Integration Links with email systems for deal notifications, communication, and updates. |
Email notifications and integrated updates through user email available. | |
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Slack/Messaging Integrations Ability to post deal updates directly to Slack or similar tools. |
No information available | |
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Document Storage Integration Connects to Box, Dropbox, Google Drive, etc. for document handling. |
Document upload and storage supports Google Drive and Box. | |
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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. |
KYC/AML integration with third-party providers is a regulatory compliance requirement and mentioned in platform documentation. | |
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Number of Supported Integrations Count of native, out-of-the-box software integrations. |
No information available |
User Experience & Accessibility
(4 Yes /5 Known /10 Possible features)
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Responsive Web Design Optimized and consistent experience on all device types. |
Platform design adjusts across devices (mobile/tablet/web); responsive UI cited in technical FAQ. | |
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Native Mobile App Availability of full-featured iOS/Android apps. |
Not as far as we are aware.* No standalone iOS/Android app; mobile-optimized web experience only. | |
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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 and knowledge base are available for new users. | |
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Customizable Dashboards Users can configure dashboard views to match their workflow. |
No information available | |
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Notifications & Alerts Customizable, real-time notifications on key events or changes. |
Email/SMS/onsite notifications for deal progress, alerts, and compliance events. | |
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User Roles & Profiles Multiple user types each with tailored permissions and views. |
Role-based user profiles for issuers, sponsors, investors, and reviewers. | |
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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. |
Platform encrypts user data at rest and in transit; required for handling sensitive financial data. | |
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Multi-Factor Authentication Supports 2FA/MFA for user logins. |
Multi-factor authentication required for investor and seller accounts. | |
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Role-Based Access Controls Define access rights at granular (field/record) level. |
Granular role/record permissions for deal access management as standard on regulated platforms. | |
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SOC2/ISO Certification Provider is certified for industry standard security compliance. |
EquityZen is SOC2 certified; see security/disclosures page for details. | |
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Data Residency Options Ability to choose country/territory for data storage to meet local laws. |
Data residency in the US; select support for EU-based clients, mentioned in privacy policy. | |
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Regular Penetration Testing Undergoes periodic penetration tests and provides results. |
Third-party penetration tests are performed and results available on request (per trust and security webpage). | |
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Audit Logging Comprehensive audit logs of user actions available. |
Comprehensive audit logging for regulatory and compliance requirements. | |
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GDPR & CCPA Compliance Tools Tools for subject data access, deletion, and notification. |
Tools available for CCPA and GDPR consent and subject access requests. | |
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DDoS Protection Built-in mechanisms to protect against attack attempts. |
Platform includes DDoS protection as part of AWS/GCP hosting security suite. | |
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Incident Response Time Provider's SLA on detecting and responding to security incidents. |
No information available |
Analytics & Reporting
(5 Yes /5 Known /10 Possible features)
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Deal Flow Metrics Tracks sourced, reviewed, and invested deals over time. |
Deal flow tracking for each account, showing historical investments and reviews. | |
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Custom Reports Builder Users can construct custom dashboards and reports. |
Institutional clients offered custom dashboards/reports; limited for retail. | |
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Export Options Reports and data can be exported in various formats. |
Exports to CSV, Excel, and PDF supported for reports/statements. | |
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Conversion Funnel Visualization Shows stage-by-stage deal progression and conversion rates. |
No information available | |
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Portfolio Analytics High-level tracking of portfolio composition and performance. |
Portfolio analytics available through reporting dashboard. | |
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Time on Market Metrics Track days from deal listing to closure. |
No information available | |
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Benchmark Data Comparison Compares deal or portfolio metrics to industry benchmarks. |
Benchmarks visible for large investor accounts, allows comparing deal metrics to market trends. | |
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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. |
No information available |
Platform Coverage & Ecosystem
(5 Yes /5 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. |
Deals listed include diverse sectors and late-stage tech, broad US focus; note geographic/sector coverage. | |
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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. |
Access provided to independent advisors and compliance professionals on select deals. | |
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Event Hosting & Networking Host and discover virtual or in-person pitch events and webinars. |
No information available | |
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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/lead investors can create accounts and lead group investments. | |
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Cross-Border Deal Support Platform supports international deals and legal/compliance needs. |
International investors and cross-border transactions are supported according to legal FAQ. | |
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Alumni or Portfolio Management Ongoing tracking and engagement with past deals/investments. |
Portfolio tracking includes historical transactions and periodic updates. | |
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Ecosystem Partner Integrations Native integration with law firms, banks, service providers, etc. |
No information available |
Pricing, Billing, & Support
(3 Yes /4 Known /10 Possible features)
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Transparent Pricing Clear, published pricing tiers with no hidden fees. |
Pricing structure, brokerage, and transaction fees are clearly posted on the site. | |
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Free Trial/Proof of Concept Ability to evaluate platform with a trial or pilot phase. |
Not as far as we are aware.* No free trial for direct investing; platform is access-permissioned and deal fees are charged. | |
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Tiered Service Levels Multiple pricing/service tiers to fit different user types and budgets. |
No information available | |
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Custom Enterprise Plans Supports tailored pricing and SLA for large organizations. |
No information available | |
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Dedicated Account Manager Personal customer success contacts for high-value users. |
No information available | |
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24/7 Technical Support Round-the-clock access to technical help. |
No information available | |
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Knowledge Base & Help Center Comprehensive online resources for self-service. |
User support center and online help resources are available to all 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. |
Training and onboarding webinars, videos, and personalized support listed under user resources. |
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