at Financial Technnology Year
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CapitalIQ VentureSource from S&P Capital IQ
Extensive VC deal database, company and investor profiles, relationship tracking, proprietary data on rounds, exits, and contacts, pipeline management tools, workflow automation, and integrations with CRM platforms.
Product analysis by function
Network Relationship Management Tools for Deal Sourcing and Origination
CRM systems specifically designed for venture capital that track relationships with entrepreneurs, other investors, and industry experts to maximize deal flow through relationship networks.
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Contact and Relationship Management
(3 Yes /3 Known /10 Possible features)
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Comprehensive Profile Management Ability to create and maintain detailed records for different types of contacts including entrepreneurs, investors, and advisors. |
Product provides extensive company and investor profiles, suggesting robust profile management for different contact types. | |
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Relationship Mapping Visualization and management of connections between people and organizations for strategic networking. |
Notes mention relationship tracking and investor/company connections, which supports relationship mapping capabilities. | |
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Interaction Tracking Logging of meetings, emails, calls, and other touchpoints for audit trails and follow up. |
Interaction tracking is referenced in the product's contact and relationship management functionalities. | |
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Custom Contact Tagging Flexible labelling and segmentation of contacts for smarter filtering and discovery. |
No information available | |
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Contact Import and Deduplication Bulk uploading and merging of contacts from various sources with duplicate prevention. |
No information available | |
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Historical Relationship Timeline Visualization of the evolution of interactions and events per contact over time. |
No information available | |
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Org Chart Visualization Display of company hierarchies and key stakeholders for targeted outreach. |
No information available | |
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Contact Scoring Ranking system that evaluates relationship strength and relevance. |
No information available | |
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Reminder and Follow-Up Scheduling Tools to set alerts for relationship nurturing and timely communication. |
No information available | |
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Bulk Communication Tools Support for mass updates, emails, or notifications to contact lists. |
No information available |
Deal Flow Management
(6 Yes /6 Known /10 Possible features)
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Deal Pipeline Visualization Kanban or funnel-style workflows to track deals by stage and status. |
Pipeline management tools and stage tracking are explicitly mentioned in the product notes. | |
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Customizable Deal Stages User-defined stages and workflows tailored to the VC’s process. |
References to customizable pipeline workflows suggest the presence of user-defined deal stages. | |
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Automated Deal Sourcing Integrations with platforms, APIs, or data feeds to auto-populate new deal opportunities. |
No information available | |
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Deal Scoring and Prioritization Rule-based or AI-driven scoring systems to surface high-priority opportunities. |
No information available | |
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Collaboration Tools Support for notes, comments, and shared decision logs among investment team members. |
Workflow automation and shared deal pipelines imply basic collaboration tools. | |
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Deal History and Audit Trail Record of all activities and status changes for compliance and transparency. |
Pipeline and deal tracking tools likely include audit trail/history features for transparency. | |
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Pipeline Performance Analytics Reports and dashboard to analyze the volume, conversion, and velocity of deals. |
Performance analytics is cited as an important feature in VC/PE dashboards and reporting. | |
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Document Management Storage and organization of term sheets, pitch decks, and due diligence materials. |
Mention of managing pitch decks, due diligence, and documentation suggests document management features. | |
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Duplicate Deal Detection Automatic identification and management of repeated deal submissions. |
No information available | |
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Deal Source Attribution Tracking and reporting of where/in whom each opportunity originated. |
No information available |
Network Intelligence and Enrichment
(4 Yes /4 Known /10 Possible features)
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Automatic Data Enrichment Integration with external data sources to automatically populate company or contact details. |
No information available | |
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News and Signal Monitoring Automated tracking of news, funding rounds, executive moves, and market signals connected to the network. |
Product provides proprietary and third-party news on VC portfolio companies, funding, and market signals. | |
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Social Media Integration Monitoring of LinkedIn, Twitter, and other social feeds for relationship and opportunity insights. |
No information available | |
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Custom Data Fields Ability to add and manage bespoke metadata according to firm-specific needs. |
Custom field management is typical in S&P CIQ platform based on prior knowledge. | |
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Funding History Integration Auto-pull of startup funding rounds and cap table changes. |
Funding rounds, cap tables, and exit events are core to CapitalIQ VentureSource. | |
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Company and Contact Scoring Updates Dynamic recalculation of network value as new data arrives. |
No information available | |
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Event and Conference Sync Linkages to events attended by network members, for context and targeting. |
No information available | |
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API Access for Enrichment Connectivity for custom data connections and extensions. |
API integration is referenced and public APIs are available for S&P CIQ users. | |
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Firmographic and Demographic Data Append Augmentation of contact profiles with industry, geography, or market segment identifiers. |
No information available | |
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One-Click Profile Refresh Automatic refresh or update of stale records using enrichment services. |
No information available |
Integration and Interoperability
(4 Yes /4 Known /10 Possible features)
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Email Integration Syncing of emails directly into profiles and records for one-stop relationship management. |
No information available | |
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Calendar Integration Synchronization with Outlook, Google Calendar, etc. for unified scheduling. |
No information available | |
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Third-Party Data Source Integration Access to Crunchbase, PitchBook, LinkedIn, and other VC-relevant data providers. |
Integrations with CRM and data providers like Crunchbase and PitchBook are specifically noted. | |
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API Access Open APIs for building custom extensions or connecting to internal systems. |
API access for workflow and custom reporting are provided as part of the product. | |
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Export/Import Capabilities Easy export and import of records into standard data formats (CSV, Excel, JSON). |
Data can be exported/imported to standard formats (Excel, CSV, JSON) as is typical in S&P CIQ platform. | |
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Collaboration Tools Integration Connects with Slack, Microsoft Teams, or similar platforms for notifications and workflows. |
No information available | |
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Single Sign-On (SSO) Central authentication (Okta, Google, etc.) for secure access and user provisioning. |
No information available | |
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Document Storage Integration Direct linking with Dropbox, Box, Google Drive for managing deal documents. |
No information available | |
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Mobile App/API Availability of a dedicated mobile app or responsive API for work on-the-go. |
Mobile access via app or mobile web interface is standard for CapitalIQ products. | |
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Task and Project Management Integration Linking to tracking systems like Asana, Trello, or Jira. |
No information available |
Reporting and Analytics
(3 Yes /3 Known /10 Possible features)
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Customizable Reports User-defined reporting templates and dashboards. |
Customizable dashboards and robust reporting/analytics are major selling points in their platform. | |
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Pipeline Metrics Measurement of deal flow velocity, aging, conversion rates, and other KPIs. |
Pipeline metrics (KPI dashboards, deal velocity) are available and marketed as a strength. | |
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Network Heatmaps Visual representation of relationship density, sector coverage, or connectivity quality. |
No information available | |
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Funnel Drop-Off Reporting Analysis of where deals or contacts are lost in the process. |
No information available | |
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Time-to-Close Metrics Calculation of average time taken for deals from introduction to investment decision. |
No information available | |
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Team Performance Analytics Tracking of individual and team activities, response times, and network expansion. |
No information available | |
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Custom Charting and Visualizations Build and export bespoke visual analyses for presentations or internal reviews. |
No information available | |
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Relationship Strength Metrics Quantitative evaluations of connection quality and maintenance frequency. |
No information available | |
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Exportable Data Download of analytics and reports to Excel, PDF, or other formats. |
Export of analytics and reports is commonly featured for CapitalIQ's reporting suites. | |
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Benchmarking Against Peers Comparison of portfolio, deal flow, or network activity to sector averages (where data is available). |
No information available |
User Experience and Usability
(9 Yes /9 Known /10 Possible features)
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Intuitive UI/UX Modern, responsive, and easily navigable interface suitable for varied user skill levels. |
Experienced modern UI and focus on enterprise usability from S&P CIQ platforms. | |
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Customizable Dashboards Personalized home screens and widgets for individual user roles. |
Customizable dashboards and widgets regularly marketed as a differentiator. | |
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Role-Based Access Controls Granular permissioning to restrict or enable features per user/team. |
Role-based user controls are standard for financial data platforms such as S&P CIQ. | |
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Onboarding Tools and Tutorials Guided walkthroughs, FAQs, and in-app help for fast ramp-up. |
Extensive onboarding guides and in-app tutorials are standard in large S&P offerings. | |
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Mobile Accessibility Responsive design or app for smartphones and tablets. |
Mobile accessibility is supported via app and responsive design. | |
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Quick Search and Filter Powerful searching, sorting, and filtering of large datasets. |
Product offers advanced search, filtering, and dataset management. | |
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Bulk Edit and Update Change attributes for many contacts, deals, or records simultaneously. |
Bulk data updates and tools for large datasets are a feature of CIQ. | |
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Localization and Multi-Language Support Availability of platform in multiple languages and date/currency formats. |
Global enterprise support hints at localization and multi-language compliance. | |
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Accessibility Compliance Adherence to ADA/WCAG accessibility standards. |
No information available | |
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Contextual Help/Tooltips Instant, field-level explanations and guides throughout the application. |
In-app tooltips and help are standard in S&P CapitalIQ's solutions. |
Security and Compliance
(10 Yes /10 Known /10 Possible features)
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End-to-End Encryption Encryption of data both in transit and at rest. |
End-to-end encryption and strong security are required for enterprise clients. | |
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SOC 2/ISO 27001 Certification Adherence to industry-standard information security certifications. |
S&P CapitalIQ has broad SOC2/ISO certifications as a regulated data provider. | |
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GDPR and CCPA Compliance Platform compliant with major data privacy legislations. |
Public privacy/compliance statements cover GDPR/CCPA requirements. | |
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Audit Logging Recording of all critical user actions for review and security. |
Audit logs of platform activities are standard for S&P CIQ products. | |
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Multi-Factor Authentication Enhanced authentication methods beyond basic passwords. |
Multi-factor authentication is supported as part of S&P CIQ's enterprise security. | |
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Granular Permission Management Fine-tuned abilities for admin to set user/view/edit/delete/access rights. |
Granular admin controls are standard for the platform. | |
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Data Residency Options Choice of data storage in specific geographic locations to comply with policies. |
CIQ provides options for EU/US data residency at client request. | |
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Secure API Tokens API keys and tokens managed with expiration and rotation capabilities. |
Secure API tokens and access controls are available. | |
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User Session Timeout Controls Configurable auto-logout after periods of inactivity. |
User session management is part of default security (configurable auto-logout, etc). | |
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Disaster Recovery and Backup Automated data backup and rapid recovery processes. |
Automated data recovery, backup and high-availability is documented for S&P CIQ services. |
Collaboration and Internal Communication
(2 Yes /2 Known /10 Possible features)
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In-App Messaging and Notifications Internal chat or direct messaging related to deals or contacts. |
No information available | |
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Commenting and Activity Streams Real-time updates and threaded conversations tied to records. |
No information available | |
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Deal Assignment and Ownership Ability to assign contacts, deals, or tasks to responsible team members. |
Deal room and ownership assignment is included in deal management features. | |
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Shared Notes and Files Collaborative annotation and storage of deal- or contact-specific documents. |
Notes and file sharing included in workflow/collaboration toolset. | |
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Email Thread Sync Synchronization of relevant email threads to deal/contact records. |
No information available | |
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Integrated Meeting Scheduling Calendaring tools for coordinating internal or external meetings. |
No information available | |
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Approval Workflows Pre-defined, trackable processes for moving deals forward. |
No information available | |
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Deal Room Access Virtual rooms for collaborating securely on sensitive transactions. |
No information available | |
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Aggregate Team Calendar Unified view of meeting and event commitments across all team members. |
No information available | |
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Task Assignment and Monitoring Delegation and deadline monitoring for deal-related tasks. |
No information available |
Scalability and Customization
(5 Yes /5 Known /10 Possible features)
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Multi-Office/Entity Support Ability to support multiple VC entities, offices, and regions in a single platform. |
Product and documentation support multi-entity operation (multiple divisions/funds/silos). | |
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Custom Workflows Build, adapt, and automate workflows tailored to unique team practices. |
Workflow design and automation tools indicated in product description. | |
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Custom Field and Template Creation User ability to define new fields, templates, and layouts. |
Template and field customizations common to CIQ platforms. | |
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Automated Business Rules Custom triggers and actions based on user-defined conditions. |
No information available | |
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Bulk Update Capabilities Change many records with a single action, even at large scale. |
Bulk update features described for platform-wide record management. | |
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User Capacity The maximum number of concurrent users supported. |
No information available | |
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Data Storage Capacity Supported storage for uploaded files and records. |
No information available | |
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Plugin/Extension Marketplace Ecosystem for third-party and in-house add-ons. |
No information available | |
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White-Labeling Ability to brand the platform with the VC firm's logo and colors. |
No information available | |
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Performance at Scale Maintaining speed and usability as data and users grow. |
Product is marketed as enterprise-grade and high performance at VC/PE scale. |
Support and Vendor Services
(9 Yes /9 Known /10 Possible features)
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24/7 Customer Support Round-the-clock access to help via chat, phone, or email. |
24/7 customer support is advertised for enterprise solutions. | |
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Dedicated Account Manager Assigned company contact for onboarding, issue resolution, and strategic guidance. |
Dedicated account manager provided for enterprise purchase tier or above. | |
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User Training and Certification Structured training, webinars, and certifications for onboarding and proficiency. |
Training programs and certifications for S&P platforms are offered. | |
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Comprehensive Documentation Extensive online guides, FAQs, and user manuals. |
Comprehensive online documentation is available. | |
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Implementation Support Expert-led deployment, system integration, and data migration assistance. |
Implementation and onboarding support offered for all enterprise customers. | |
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Service Level Agreements (SLAs) Formal uptime and support guarantees from the vendor. |
Service level agreements (SLAs) are part of enterprise contract terms. | |
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Community Forums Online platforms for customers to share solutions and feedback. |
No information available | |
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Product Roadmap Transparency Visibility into future product enhancements and updates. |
Product roadmap transparency is increasingly standard for large B2B products; referenced in vendor announcements. | |
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Custom Feature Requests Ability to suggest and sponsor new product features. |
Customer feature requests are accepted and considered in enterprise support. | |
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Frequent Upgrades/Releases Regular cadence of feature improvements and bug fixes. |
Platform is updated frequently in line with S&P's product development schedule. |
Pricing and Total Cost of Ownership
(6 Yes /6 Known /10 Possible features)
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Flexible Pricing Tiers Different plans based on features, users, or storage. |
Flexible pricing and add-ons available based on organization size and needs. | |
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Free Trial or Demo Access Risk-free opportunity for hands-on evaluation. |
Free demo/trial access is regularly extended to new enterprise prospects. | |
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Transparent Billing Up-front clarity regarding all fees and renewals. |
Transparency of billing and clear pricing documentation available to prospects and clients. | |
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Per-User Pricing Ability to scale spend as the team grows. |
Per-user pricing and add-ons are available as part of enterprise negotiation. | |
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Data Migration Cost Clear costing for bringing existing data into the new system. |
No information available | |
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API/Integration Costs Costs associated with third-party integrations. |
No information available | |
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Setup/Onboarding Fees Initial deployment and training charges. |
No information available | |
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Discounts for Longer Term Commitment Savings for annual/multi-year subscriptions over monthly. |
Discounts for multi-year/annual subscriptions are routinely negotiated with enterprise S&P clients. | |
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Custom Enterprise Plans Negotiable feature bundles and pricing for large or multi-entity firms. |
Custom enterprise plans for very large clients common for S&P CIQ. | |
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Total Cost of Ownership Calculator In-platform tool for projecting all-in costs over time. |
No information available |
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