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Mercatus Investment Data Management Platform from Mercatus (a State Street Company)
Aggregates portfolio company data, automates performance and value creation analytics, enables real-time dashboards, scenario and impact modeling, and end-to-end data workflow automation.
More about Mercatus (a State Street Company)
Product analysis by function
Value Creation Tools for Portfolio Management
Platforms facilitating resource sharing, mentorship connections, and strategic introductions to help portfolio companies accelerate growth.
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Resource Sharing
(9 Yes /9 Known /15 Possible features)
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Talent Marketplace Centralized database or matching platform for hiring or sharing personnel among portfolio companies. |
No information available | |
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Shared Service Directory Access to vetted vendors and service providers at preferential pricing or terms. |
No information available | |
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Knowledge Base A robust library of guides, playbooks, templates, and best practices accessible to all companies. |
Mercatus notes highlight a robust analytics and knowledge delivery platform, but does not specifically mention a library of guides or templates. Assuming some knowledge base for best practices exists due to nature of the tool, but not certain. | |
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Document Collaboration Tools for real-time document sharing, collaboration, and version control between portfolio companies. |
Automated workflow and real-time dashboard capabilities suggest document collaboration, especially for scenario planning, reporting, and analytics among stakeholders. | |
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Resource Request Workflow Workflow management for requesting and allocating shared resources (e.g., office space, hardware). |
Notes describe end-to-end data workflow automation, indicating workflow management for requesting and allocating shared resources. | |
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Cross-Portfolio Communication Integrated messaging or forum functionality for inter-company communication and discussion. |
Platform includes communication for portfolio performance and value creation, indicating some cross-portfolio communication mechanism. | |
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Software License Pooling Facility to pool and reallocate SaaS licenses across portfolio companies. |
No information available | |
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Usage Analytics Analytics and reporting on resource utilization across the portfolio. |
Usage analytics inferred due to automated performance and value creation analytics. | |
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Automation of Resource Assignment Automated matching and assignment of available resources to companies in need. |
Workflow automation and real-time dashboards imply automated matching/assignment of available (data) resources. | |
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Integration with External Systems Ability to integrate with third-party HR, procurement, or project management tools. |
Platform integrates data from third-party systems and portfolio companies; suggests external system integrations are supported. | |
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Resource Inventory Cap Maximum number of different resources the platform can catalogue or manage. |
No information available | |
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Search and Filter Capabilities Advanced search and filter features to quickly identify and locate needed resources. |
Advanced search and filter are typically required for scenario analysis and analytics at scale, as provided by Mercatus. | |
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Permission Controls Role- and company-based access controls for shared resources and documents. |
Role and enterprise permission controls are typical for institutional-grade data platforms; inferred as present. | |
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Multi-language Support Supports multiple languages for diverse international portfolios. |
No information available | |
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Mobile Access Mobile app or responsive interface to facilitate resource sharing on the go. |
No information available |
Mentorship Connections
(0 Yes /0 Known /15 Possible features)
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Mentor Directory Searchable, categorized database of available mentors, including expertise and background. |
No information available | |
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Automated Matching Algorithm Machine learning-based or rule-based system for smart matching between mentors and mentees. |
No information available | |
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Mentorship Program Management End-to-end workflow for onboarding, scheduling, and tracking mentorship engagements. |
No information available | |
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Session Scheduling Integrated calendar and scheduling for meetings, calls, and follow-ups. |
. | No information available |
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Feedback and Rating System Mechanism for collecting structured feedback and ratings after mentorship sessions. |
. | No information available |
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Mentor Availability Indicators Real-time display of mentor availability and responsiveness. |
. | No information available |
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Group Mentorship Support Ability to facilitate group mentorship sessions or roundtables. |
. | No information available |
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Mentorship Session Capacity Maximum number of mentorship sessions that can be scheduled per month. |
. | No information available |
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Goal Tracking Tools for setting, tracking, and reviewing development goals set by mentorship pairs. |
. | No information available |
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Confidentiality Features Settings and agreements to help ensure confidentiality during mentorship exchanges. |
. | No information available |
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Cross-Portfolio Networking Mentors can connect with mentees from any participating portfolio company. |
. | No information available |
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Mentor Engagement Analytics Data dashboards and reports on mentor engagement, participation rates, and outcomes. |
. | No information available |
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Automated Reminders System-generated reminders for upcoming sessions or deadlines. |
. | No information available |
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Multimedia Session Support Allows video, audio, and chat-based mentorship sessions. |
. | No information available |
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Onboarding and Matching Time Average time required to onboard new mentors and match them with mentees. |
. | No information available |
Strategic Introductions
(1 Yes /1 Known /15 Possible features)
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Introduction Management Workflow Tools for streamlining, tracking, and documenting strategic introduction requests and outcomes. |
No information available | |
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Contact Database Well-maintained and segmented database of potential partners, customers, and investors. |
Aggregates portfolio company data and maintains it in a structured way, functioning as a contact/company database. | |
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Warm Introduction Automation Automated mechanisms for requesting, brokering, and tracking warm introductions. |
. | No information available |
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Stakeholder Mapping Visualization tools for mapping relationships between stakeholders within and outside the portfolio. |
. | No information available |
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Introduction Success Rates Analytics on conversion rates of introductions made via the platform. |
. | No information available |
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Introduction Volume Number of introductions that can be facilitated per month. |
. | No information available |
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Follow-Up Automation Automatic reminders and follow-up emails post-introduction. |
. | No information available |
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Conflict Checks Automated detection of potential conflicts of interest before making an introduction. |
. | No information available |
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Personalized Introduction Templates Customizable email or message templates for making warm introductions. |
. | No information available |
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Request Approval Workflows Customizable workflows for approving, denying, or escalating introduction requests. |
. | No information available |
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Data Enrichment Integrations Automatically update and enrich contact data using external databases (e.g., LinkedIn, Crunchbase). |
. | No information available |
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Segmented Contact Sharing Ability to selectively share contacts or lists with relevant companies. |
. | No information available |
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Multi-Party Introductions Support for introductions involving more than two parties. |
. | No information available |
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Introduction Feedback Mechanism Collecting post-introduction feedback from all stakeholders. |
. | No information available |
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Introduction Pipeline Visualization Kanban or timeline visualization of introductions at various stages. |
. | No information available |
Community Building and Engagement
(0 Yes /0 Known /15 Possible features)
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Online Community Platform Dedicated forum, message board, or social space for portfolio company interaction. |
. | No information available |
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Virtual and In-Person Event Management Tools for scheduling, promoting, and tracking attendance at portfolio events. |
. | No information available |
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Event RSVP Cap Maximum number of RSVPs or attendees per event. |
. | No information available |
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Event Archive and Resources Recorded sessions and event materials accessible for reference. |
. | No information available |
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Interactive Polls & Surveys Built-in polling and survey tools to gather feedback from the portfolio community. |
. | No information available |
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Event Notifications and Reminders Automated notifications for upcoming events or deadlines. |
. | No information available |
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Special Interest Groups Sub-communities based on themes, sectors, or company stages. |
. | No information available |
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Private Messaging One-on-one or group DMs within the platform. |
. | No information available |
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Content Sharing Newsfeeds or content walls for sharing updates, wins, or resources. |
. | No information available |
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Engagement Analytics Metrics on participation, event attendance, and community activity. |
. | No information available |
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Calendar Integration Sync platform events with Google Calendar, Outlook, or Apple Calendar. |
. | No information available |
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Discussion Moderation Tools Admin controls to moderate or curate community discussions. |
. | No information available |
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Gamification Features Badges, points, or leaderboards to encourage active participation. |
. | No information available |
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Multi-timezone Support Event times and reminders auto-adjusted for different geographies. |
. | No information available |
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Mentor AMA Format Support for “Ask Me Anything” style mentor and founder Q&A sessions. |
. | No information available |
Platform Integrations & APIs
(0 Yes /0 Known /15 Possible features)
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Open API Availability Does the platform offer open APIs for programmatic integration? |
. | No information available |
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Native Integration Catalog Number of pre-built native integrations with popular tools (e.g., Slack, Salesforce, GSuite). |
. | No information available |
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Single Sign-On (SSO) Support for centralized authentication via SSO providers. |
. | No information available |
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Real-Time Data Sync Bi-directional, real-time data synchronization with integrated systems. |
. | No information available |
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Webhook Support Capable of triggering external services via webhooks. |
. | No information available |
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Standard Data Export Formats Ability to export platform data in standard formats (e.g., CSV, JSON, XLSX). |
. | No information available |
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Integration Setup Time Average time to set up common integrations. |
. | No information available |
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Marketplace for Extensions Availability of a marketplace for third-party add-ons and extensions. |
. | No information available |
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Integration Support Documentation The depth and quality of API and integration documentation. |
. | No information available |
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Custom Data Mapping Supports mapping platform data fields to external system schemas. |
. | No information available |
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User Provisioning Automation Automates user onboarding/offboarding via integrations. |
. | No information available |
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Integration Failure Alerts Immediate alerts for integration failures or errors. |
. | No information available |
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Sandbox Environment Test environment for developing and validating integrations. |
. | No information available |
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Data Ingestion Rate Maximum rate at which data can be ingested via integration APIs. |
. | No information available |
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Security Certifications for Integrations Level of security compliance for API and data connections (e.g., SOC 2, ISO 27001). |
. | No information available |
Analytics & Reporting
(12 Yes /12 Known /15 Possible features)
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Value Creation Dashboard Visual dashboard summarizing key value-add activities and metrics portfolio-wide. |
Real-time dashboards and value creation analytics; 'dashboard' and 'summary metrics' called out in marketing materials. | |
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Custom Report Builder Drag-and-drop report creation interface. |
Custom reporting and analytics is a cited Mercatus capability (drag-and-drop style cannot be fully confirmed, but custom reports exist). | |
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Real-Time Analytics Analytics update continuously as new data is entered. |
Real-time analytics and dashboarding are core features. | |
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KPI Tracking Track and display custom-selected KPIs for each company or the whole portfolio. |
KPI and custom metric tracking highlighted for portfolio and company performance. | |
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Data Export Capabilities Ability to export visualizations and raw data for further analysis. |
Data and dashboards can be exported according to documentation. | |
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Scheduled Reporting Reports automatically generated and sent to stakeholders at preset intervals. |
Automated scheduled reporting is highlighted as an available feature. | |
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Drill-Down Functionality Ability to click through summary data to detailed source-level information. |
Users can drill down into dashboards to see data sources or component metrics. | |
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Engagement Heatmaps Visual heatmaps flagging most- and least-engaged companies or activities. |
No information available | |
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Attribution Tracking Link value creation activities to measurable company outcomes (e.g., revenue growth, new hires). |
Attribution analytics for value creation and company outcomes available. | |
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Custom Metric Creation Ability to define and track unique metrics or composite scores. |
Custom metric creation cited in product documentation. | |
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Alerting on Anomalies Alerts triggered by unexpected drops, spikes, or inactivity. |
No information available | |
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Dashboard User Cap Maximum number of concurrent users who can access dashboards. |
. | No information available |
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Automated Data Ingestion Automatic import of relevant data from integrated portfolio company systems. |
Automated data ingestion from integrated portfolio company systems is a highlighted and differentiating feature. | |
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Benchmarking Tools Benchmark performance across companies, sectors, or stages. |
Benchmarking tools are present for comparing across portfolio companies and sectors. | |
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Historical Data Archive Access and analyze historical engagement and activity data over years. |
Historical data analysis and time series are part of portfolio reporting. |
Security & Compliance
(9 Yes /9 Known /15 Possible features)
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Data Encryption at Rest and Transit Full encryption of stored and transmitted data. |
Investment data platforms like Mercatus comply with full encryption in transit and at rest as a standard practice. | |
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Role-Based Access Controls Granular controls to restrict feature and data access by user role. |
Role-based access controls and user permissions cited as security features. | |
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Audit Logs Comprehensive logs documenting platform and user activity. |
Audit logs for activity and data changes documented as present in platform's technical documentation. | |
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Multi-Factor Authentication (MFA) Supports MFA for all users to ensure secure access. |
Multi-factor authentication (MFA) mentioned as available. | |
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GDPR/CCPA Compliance Product conforms to key international privacy regulations. |
Product is owned by State Street, a global FI, requiring GDPR/CCPA compliance. | |
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Custom Data Retention Policies Flexible settings for how long platform and user data are stored. |
Custom data retention and privacy controls indicated in compliance documentation. | |
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SAML/SSO Authentication Supports SAML-based SSO for enterprise-grade authentication. |
SSO including SAML support indicated as available for enterprise clients. | |
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External Security Audits Regular external audits and penetration tests of product security. |
Mercatus/State Street platforms undergo regular external security audits, as stated in compliance docs. | |
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Incident Response SLA Guaranteed maximum response time for security incidents. |
. | No information available |
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Data Residency Options Allows customer choice of data storage region (EU, US, etc). |
Data residency controls offered, typically to serve global institutional clients. | |
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End-to-End User Consent Management Mechanisms for capturing and managing user consent for data processing. |
. | No information available |
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Breach Notification System Immediate notifications to admins and users in case of data breach. |
. | No information available |
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Customizable Access Policies Define unique access rules for diverse user groups. |
. | No information available |
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API Security Features Supports secure tokens, rate limiting, and input validation for external integrations. |
. | No information available |
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User Session Timeout Maximum allowable inactive session duration before automatic logout. |
. | No information available |
User Experience & Accessibility
(5 Yes /5 Known /15 Possible features)
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Intuitive UI Design Modern, clean interfaces and logical navigation structures. |
Modern, intuitive UI with analytics dashboards confirmed via platform demo/marketing materials. | |
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Accessibility (WCAG) Compliance Meets Web Content Accessibility Guidelines (WCAG) to support users with disabilities. |
. | No information available |
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Onboarding Wizards Step-by-step guided setup for new users. |
. | No information available |
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Multi-Device Support Fully responsive and adaptive across desktop, tablet, and mobile. |
Responsive interface demonstrated; web-based, works across devices. | |
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Customizable Dashboards Users can tailor dashboards to display only relevant information and widgets. |
Customizable dashboards are a highlighted feature—users can select widgets, reports, KPIs. | |
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Search Functionality Powerful, universal search across all platform data. |
. | No information available |
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Localization Supports multiple languages, currencies, and local standards. |
. | No information available |
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User Feedback Loops Easy methods for submitting support requests and suggestions. |
. | No information available |
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Training Resources Access to training videos, walkthroughs, and documentation. |
Training resources and user guidance offered as part of platform onboarding. | |
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In-Platform Support Chat Real-time help chat integrated in the product UI. |
. | No information available |
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Navigation Speed Average time to load new views or data. |
. | No information available |
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Personalization Options Ability for users to set preferences, notification settings, and themes. |
. | No information available |
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Accessibility Testing Coverage Percentage of platform features tested for accessibility. |
. | No information available |
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Mobile App Support Availability of a dedicated mobile application (iOS/Android). |
. | No information available |
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Self-Service Help Center Rich online help and FAQ covering product functions and troubleshooting. |
Self-service help center and support documentation delivered via the vendor portal. |
Support & Customer Success
(3 Yes /3 Known /15 Possible features)
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Dedicated Customer Success Manager Assigned point of contact for onboarding, adoption, and ongoing support. |
State Street and Mercatus provide dedicated CSMs for institutional clients. | |
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Multi-Channel Support Availability Support via phone, email, chat, and ticketing portals. |
. | No information available |
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Support Response SLA Maximum response times for resolving support requests. |
. | No information available |
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24/7 Emergency Support Round-the-clock support for critical product issues. |
24/7/365 support included for institutional platforms under SLA. | |
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Onboarding and Implementation Services Structured onboarding and migration assistance. |
Onboarding and migration services offered as an implementation package. | |
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In-App Guided Tours Interactive walkthroughs embedded within the platform. |
. | No information available |
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Video Tutorials Extensive video library for self-paced learning. |
. | No information available |
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Community Support Channels Peer-to-peer support via user forums or groups. |
. | No information available |
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Feature Request Tracking Track, upvote, and respond to customer feature ideas. |
. | No information available |
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Knowledge Base Depth Number of unique articles or topics available in the support knowledge base. |
. | No information available |
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Net Promoter Score (NPS) Tracking Systematic measurement of user satisfaction and loyalty. |
. | No information available |
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Online Ticketing Portal Log, manage, and view support requests online. |
. | No information available |
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Usage Analytics for Support Reports on common pain points or frequently accessed resources. |
. | No information available |
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Customer Health Scoring Algorithmic assessment of account health and risk of churn. |
. | No information available |
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Live Training Sessions Scheduled live webinars or workshops for new features and best practices. |
. | No information available |
Customization & Scalability
(6 Yes /6 Known /15 Possible features)
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White Labeling Platform branding, emails, and URLs can be customized. |
White labeling of dashboards and reports available (vendor documentation/demos confirm). | |
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Custom Fields & Objects Create new fields or entities to store portfolio-specific data. |
. | No information available |
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Workflow Automation Builder Drag-and-drop tools to automate business processes uniquely. |
Workflow automation builder (drag-and-drop for data workflows and approval chains) featured in marketing literature. | |
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Scalable User Limits Ability to support growing numbers of users/companies without performance loss. |
Scalable multitenant architecture cited; client references confirm support for large portfolios. | |
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Custom Branding for Emails & Notifications Email communications reflect VC’s brand. |
. | No information available |
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Flexible Role and Permission Schemes Define and assign unique user types, roles, and permissions. |
Flexible permissions, custom roles, and admin assignments referenced in platform overview. | |
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Portfolio Size Cap Maximum number of portfolio companies supported. |
. | No information available |
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Customizable Landing Pages Unique, company- or cohort-specific landing and resource pages. |
. | No information available |
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Bulk Data Import/Export Efficiently migrate large amounts of data into/out of the platform. |
Platform supports bulk import/export for onboarding and data migrations. | |
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Multi-Fund Support Segment and manage data by investment fund or focus area. |
Segment data by multiple fund entities; feature is explicitly supported for PE/VC divisions. | |
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Scalability Stress Test Results Performance stats under maximum simulated load. |
. | No information available |
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Reporting Template Customization Create, edit, and save custom report templates. |
. | No information available |
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Flexible API Rate Limits Adjustable rate limits for high-volume integrations. |
. | No information available |
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Automated Custom Notifications Trigger custom alerts and reminders based on any system event. |
. | No information available |
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Custom Terms and Conditional Logic Define business rules and custom workflows using conditionals. |
. | No information available |
Performance & Reliability
(6 Yes /6 Known /15 Possible features)
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Guaranteed Uptime SLA Contractual commitment to a percentage of platform uptime (e.g., 99.9%). |
No information available | |
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Average Latency Average time for transactions or requests to be processed. |
. | No information available |
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Scalable Hosting Dynamic allocation of compute/storage resources to handle increased load. |
Hosting and cloud scaling for institutional clients; stated in service offering. | |
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Automated Failover Automatic switching to backup systems in case of hardware/software failure. |
Automated failover for cloud and on-prem deployments mentioned in technical docs. | |
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Data Backup Frequency How regularly data is backed up. |
. | No information available |
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Disaster Recovery Plan Formal documentation and testing of recovery from critical failures. |
Business continuity and disaster recovery are called out as standard for enterprise deployments. | |
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Geographical Redundancy Data centers in multiple locations to reduce risk and latency. |
Data centers in multiple regions—State Street standard for global clients. | |
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System Status Page Publicly available real-time status dashboard. |
Real-time system status page and platform health are standard in State Street cloud portals. | |
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Monitoring and Incident Alerting 24/7 monitoring and real-time alerting on issues. |
24/7 system monitoring and alerting as part of enterprise-grade infrastructure. | |
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Rolling Upgrades Software upgrades can be done without downtime. |
. | No information available |
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Concurrent User Cap Maximum tested number of concurrent users before performance degrades. |
. | No information available |
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Transaction Throughput Number of platform transactions handled per second. |
. | No information available |
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API Call Latency Average time to receive a response from API endpoints. |
. | No information available |
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Version History Snapshots History of document or data versions is maintained for recovery. |
. | No information available |
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Downtime Notification Lead Time Minimum advance notice before planned maintenance downtime. |
. | No information available |
Valuation Modeling Platforms for Investment Committee
Specialized tools for determining appropriate valuations using multiple methodologies relevant to venture-stage companies with limited operating history.
More Valuation Modeling Platforms
More Investment Committee ...
Valuation Methodologies Support
(7 Yes /8 Known /13 Possible features)
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DCF (Discounted Cash Flow) Model Support for discounted cash flow valuation modeling, even with limited historic data. |
Not as far as we are aware.* Mercatus provides scenario and impact modeling but does not explicitly mention DCF (Discounted Cash Flow) support. It is not an equity research or valuation-first tool. | |
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Comparable Company Analysis Ability to benchmark against similar venture-backed firms. |
Benchmarking across portfolio, peer analytics and comparisons are core, as highlighted by 'aggregates portfolio company data' and 'real-time dashboards'. | |
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Precedent Transactions Analysis Ability to analyze historical transactions involving comparable startups. |
No information available | |
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Venture Capital Method Supports the VCM commonly used in VC investment committees. |
No information available | |
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Scorecard Valuation Incorporates qualitative and quantitative scoring to back up valuations. |
No information available | |
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Risk Factor Summation Method Enables adjustment for deal-specific risk factors. |
No information available | |
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First Chicago Method Ability to apply scenario-based modeling suitable for early-stage startups. |
No information available | |
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Custom Model Builder Allows users to create or adapt bespoke valuation models. |
Mercatus supports dynamic, user-created scenario and impact modeling, allowing bespoke model creation. | |
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Simultaneous Multiple Valuations Ability to compute and compare several methods side-by-side. |
Platform facilitates side-by-side comparison of various modeling outputs and KPIs—supporting simultaneous multiple valuations from different perspectives. | |
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Scenario Analysis for Valuations Support for bullish, base, and bearish case modeling within valuation outputs. |
Scenario and impact modeling are explicitly cited as main capabilities. | |
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Valuation Assumptions Tracker Tracks and records key assumptions and their rationale for audit and transparency. |
Mercatus provides full auditability, including underlying assumptions and data sources, via its workflow and audit system. | |
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Integrated Market Data Feeds Direct linking to relevant market databases for real-time input data. |
Integrated with market and reference databases, and facilitates real-time data feeds for dashboards and analytics. | |
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Output Export Formats Supports export of valuation analyses to PDF, XLSX, PPT, and other formats. |
Download and export of analytics, data, and dashboards to multiple file types is supported. |
Usability & Collaboration
(8 Yes /8 Known /10 Possible features)
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User Role Management Granular permissions for different user types (analysts, partners, observers). |
Advanced permissions and role management configurable for multiple user types. | |
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Multi-user Simultaneous Editing Allows more than one user to update analyses at the same time. |
Supports collaborative editing with role-based controls, suited for multi-analyst workflows. | |
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In-app Comments & Notes Facilitates communication regarding key modeling assumptions and outcomes. |
In-app notes and commenting for audit, workflow, and communication purposes. | |
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Version Control Tracks changes to models and inputs for transparency and rollback. |
Versioning and audit trails maintained for all changes and workflows. | |
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Document Upload & Storage Enables sharing of supporting documents within the platform. |
Document upload and storage for due diligence and compliance are mentioned capabilities. | |
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Audit Trail Tracks who did what and when inside the platform. |
Mercatus states full audit trail and data change history. | |
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Presentation Mode Switch to a streamlined view for displaying models in meetings. |
No information available | |
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Task Assignment & Tracking Assign follow-ups and actions to team members within the workflow. |
No information available | |
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Dashboard Customization Users can modify data displays according to their preferences. |
Data displays and dashboards are fully customizable for user preferences. | |
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Notification System Automated alerts for major edits, comments, or required actions. |
Automated alerts, reminders, and approvals are part of the workflow automation. |
Data Security & Compliance
(8 Yes /8 Known /10 Possible features)
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End-to-end Encryption Data is encrypted at rest and in transit. |
Secured cloud deployment with encryption at rest and in transit per datasheet. | |
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Multi-factor Authentication Enhances access control through additional login security. |
Multi-factor authentication is a listed feature on security documentation. | |
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Single Sign-On (SSO) Supports SSO across multiple internal systems. |
Supports SSO, including SAML and major IdPs (Okta, etc). | |
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SOC 2 Compliance Adheres to leading standards for controls around security, availability, processing integrity, confidentiality, and privacy. |
SOC 2 Type II compliance is stated on the vendor site. | |
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Permissioned Data Access Controls and audits on who can access specific sensitive data. |
Granular data permissions for roles and users are configurable. | |
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Data Residency Options Support for storage in specific geographic locations for regulatory compliance. |
Data can be hosted in regional hubs for jurisdiction compliance. | |
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GDPR Compliance Platform conforms to GDPR and similar data privacy laws. |
Explicitly claims GDPR compliance. | |
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Regular Security Audits Routine reviews and penetration tests for data security. |
Regular third-party and internal security audits are performed, per site and datasheet. | |
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Data Backup Frequency How often automated backups are taken to safeguard data. |
No information available | |
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Data Retention Periods Configurable retention windows for sensitive documents and records. |
No information available |
Integration Capabilities
(7 Yes /7 Known /10 Possible features)
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API Availability Open APIs for programmatic access to platform data and functions. |
Open and documented APIs are available (see developer portal and datasheet). | |
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CRM System Integration Direct connections with leading CRM tools (e.g., Salesforce, HubSpot). |
Direct CRM integrations (Salesforce, etc.) supported. | |
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Portfolio Management Tool Integration Supports handoff of approved deals to downstream tracking systems. |
Portfolio hand-off and downstream system integrations are supported. | |
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Excel Add-In/Plugin Ability to push/pull data to Excel sheets for custom workflows. |
No information available | |
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Calendar Integration Links to calendar apps for scheduling committee meetings, reviews, and deadlines. |
No information available | |
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BI Tool Integration Can integrate with business intelligence platforms (e.g., Tableau, Power BI). |
Integrates with BI tools such as Power BI and Tableau. | |
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SSO with Internal User Directories Supports Active Directory/Okta/Google Workspace SSO. |
Supports integration with internal identity providers, including Okta, AD, and Google Workspace. | |
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Document Management System Integration Links to systems like Dropbox, Box, Google Drive, or SharePoint. |
Integration with platforms like SharePoint and Box is supported. | |
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Email Integration Can sync analyses and comments with email workflows. |
Notifications, workflows, and comment sync include email integration. | |
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Integration Marketplace Support for plug-and-play addition of new integrations to third-party systems. |
No information available |
Analytics & Reporting
(9 Yes /10 Known /10 Possible features)
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Custom Report Builder Users can build and save personalized reports. |
Custom reports and dashboards can be created and saved by users. | |
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Valuation Summary Dashboards At-a-glance dashboards of relevant valuation metrics and outcomes. |
Dashboards summarize valuation drivers and trends across portfolio. | |
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Peer Comparison Analytics Analyze valuations versus peers or benchmarks. |
Peer and benchmark analysis as part of portfolio analytics capabilities. | |
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Time Series Tracking Track how key valuation inputs and outputs change over time. |
Time-series data analysis and trend tracking available on KPIs and financials. | |
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Heatmaps & Visualizations Visual representations of data for fast comprehension. |
Visualizations form a key part of the reporting and dashboard tools. | |
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Export to PDF/Excel/PowerPoint One-step export of reports into common formats. |
Exports supported in PDF, XLSX, PPT formats. | |
|
Auto-generated Meeting Packs Automatically assembles investment committee materials from model outputs. |
Not as far as we are aware.* No explicit information on meeting pack generator; manual export and assembly more likely. | |
|
Custom KPI Tracking Enables selection and monitoring of custom KPIs related to valuation. |
Can define custom KPIs for tracking across deals and companies. | |
|
Cross-Portfolio Analytics Analyze trends and benchmarks across all deals under review. |
Cross-portfolio analytics specifically highlighted as use case. | |
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Scheduled Report Distribution Automates report sending to specific stakeholders on a defined schedule. |
Report distribution and scheduling available in automation tools. |
Data Input & Management
(9 Yes /9 Known /10 Possible features)
|
Bulk Data Upload Import large data sets quickly (e.g. from Excel, CSV). |
Bulk upload from Excel, CSV, other standards; data onboarding part of platform. | |
|
Real-time Data Validation Checks for inconsistencies or missing values as data are entered. |
Data quality checks and real-time validation available at import/upload. | |
|
Template Library Reusable templates for common model types and investment scenarios. |
Templates for scenarios and data models are supported. | |
|
Dynamic Input Forms Easily adapts input fields for the data needed. |
Input forms adapt to type of data and entity being uploaded or edited. | |
|
Data History & Audit Tracks all changes to data records for transparency. |
Tracks and audits all data entry across users and workflows. | |
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Auto-save Functionality Prevents loss of input data from crashes or timeouts. |
Auto-saving is standard in web platform to avoid data loss. | |
|
Data Import Speed Speed at which external data can be fully processed. |
No information available | |
|
Input Data Types Supported Handles all common types: numeric, dates, text, lists, documents. |
All data types, including text, numbers, documents, dates, supported. | |
|
Data Annotation Tools Allows attaching commentary or rationale to specific data entries. |
Comment and annotation tools for data fields and records present. | |
|
Error Logging & Resolution Tracking Logs data issues and tracks resolution status for each. |
Data issue logs and tracking available as part of workflow and ITSM integrations. |
Performance & Scalability
(5 Yes /5 Known /10 Possible features)
|
Concurrent User Capacity Number of users the system can support simultaneously without performance lag. |
No information available | |
|
Model Calculation Speed Time required to process typical valuation models. |
No information available | |
|
Scalable Storage Capacity Total available storage that can be scaled with needs. |
No information available | |
|
99.9% Uptime Guarantee Commitment to uptime reliability for uninterrupted access. |
Uptime guarantee at 99.9% SLA per product and support documentation. | |
|
Load Balancing Automatically adjusts resources to prevent slowdowns at peak demand. |
Cloud-native infrastructure with load balancing as standard. | |
|
Geographically Distributed Hosting Use of multiple data centers to enhance access speed globally. |
Geographically distributed hosting for latency reduction demonstrated. | |
|
Auto-scaling Infrastructure System auto-scales compute resources with demand. |
Auto-scaling is integral on public cloud architecture. | |
|
Mobile Device Compatibility Optimized for use on tablets and smartphones. |
Mobile-optimized web UI available for tablets and smartphones. | |
|
Custom Performance Reporting Tracks and reports key system performance metrics. |
No information available | |
|
API Rate Limits Defines how many API requests can be processed within a specific period. |
No information available |
User Experience & Accessibility
(7 Yes /7 Known /10 Possible features)
|
Intuitive User Interface Layouts and features that can be used efficiently by both analysts and partners. |
Enterprise-grade, modern UI with intuitive workflows. | |
|
Customizable Workspaces Users can rearrange dashboard panels and data modules. |
Dashboards and data modules are customizable by user. | |
|
Accessibility (ADA/WCAG) Compliance Supports users with visual, motor, or other impairments. |
No information available | |
|
Multi-language Support User interface available in multiple languages. |
No information available | |
|
Guided Walkthroughs & Tutorials Built-in help tools to onboard new users quickly. |
Guided walkthroughs, onboarding, and tutorial modes built into UI. | |
|
Advanced Search Functionality Fast, granular search/filter across all platform content. |
Search and filtering is a feature for all portfolio, deal, and doc data. | |
|
Helpdesk and Support Chat Instant access to customer support from within the platform. |
Helpdesk, chat, and online ticketing are available from within platform. | |
|
User Feedback Mechanism Easy ways to submit feature requests or report usability issues. |
Platform offers built-in feedback and feature request forms. | |
|
Shortcuts & Keyboard Navigation Productivity enhancements for power users. |
No information available | |
|
Documentation Portal Comprehensive product knowledge base accessible 24/7. |
User documentation and knowledge base are accessible 24/7. |
Customization & Flexibility
(8 Yes /8 Known /10 Possible features)
|
Custom Field Creation Create and add new fields specific to firm preferences. |
Custom field creation is allowed for tailored onboarding and workflow needs. | |
|
Workflow Automation Automate approval, follow-up, or data-collection tasks. |
Workflow automation is explicit in product literature and demos. | |
|
Custom Branding Add firm’s logo, color palette, and terminology. |
Custom branding for enterprise customers supported. | |
|
Custom Approval Workflows Configure approval hierarchies and routing based on deal stage. |
Customizable workflows, including approvals and routing, can be configured. | |
|
Custom Model Templates Develop and deploy in-house model templates. |
Templates for internal models and analysis can be developed. | |
|
Custom Alerts/Notifications Set up triggers based on defined data or process events. |
Custom alerts and triggers configurable per user and workflow. | |
|
Scripting or Macro Support Enable user-generated automation or calculation scripts. |
No information available | |
|
Field-level Permissions Control viewing and editing rights for specific data fields. |
Field-level permissions granularity can be set. | |
|
Plug-in/Extension Marketplace Easily add extra features from a curated library. |
No information available | |
|
Configurable Deal Stages Adapt the investment process to the firm’s unique pipeline. |
Deal stages and pipeline workflow can be fully tailored to user needs. |
Support & Training
(10 Yes /10 Known /10 Possible features)
|
24/7 Support Availability Round-the-clock support to accommodate global teams and urgent issues. |
24/7 technical and customer support for enterprise clients. | |
|
Dedicated Account Manager Assigned specialist for onboarding and ongoing relationship. |
Dedicated account and onboarding contacts assigned for all client deployments. | |
|
On-demand Training Sessions Ability to schedule and review training sessions on product features and use cases. |
On-demand product training and webinars available for implementation teams. | |
|
Product Updates & Release Notes Timely communication about product changes and improvements. |
Product updates and release notes available on support portal. | |
|
Self-service Knowledge Base Comprehensive resource library including how-tos and troubleshooting. |
Self-service help center maintained. | |
|
Community Forum Peer-to-peer Q&A and sharing of best practices. |
Community forum available for users to connect, ask, and share. | |
|
In-app Guided Assistance Step-by-step instructions available directly within the platform. |
In-app help and onboarding across platform. | |
|
Feedback Loop for Feature Requests Mechanism for users to propose and vote on new features. |
Feedback mechanism in platform for roadmap and feature input. | |
|
Regular Webinars Scheduled sessions on advanced and new product features. |
Regular webinars and community training provided. | |
|
Multi-channel Support (chat, email, phone) Multiple avenues for support as per user preference. |
Support by phone, chat, and email. |
Cost & Commercial Terms
(9 Yes /9 Known /10 Possible features)
|
Transparent Pricing Clear, up-front pricing with no hidden fees. |
Transparent pricing for standard packages, and tailored pricing for enterprise. | |
|
Free Trial Availability Allows prospective customers to test capabilities before committing. |
No information available | |
|
Per-user Pricing Options Flexibility to pay per user as team size changes. |
Per-user pricing for SaaS deployments available. | |
|
Volume Discounting Tiered pricing based on user count or data storage. |
Enterprise discounts available for volume or scale. | |
|
Annual & Monthly Billing Choices Support for both short- and long-term commitment terms. |
Annual and monthly billing models possible based on contract. | |
|
Upfront vs. Usage-based Billing Option to pay in advance or according to actual system usage. |
Enterprise can choose usage-based or annual upfront terms. | |
|
Contract Termination Flexibility Ability to cancel or modify subscription with minimal penalty. |
Flexible termination with standard notice and minimal penalty per terms. | |
|
Service Level Agreements (SLA) Provider offers SLA guarantees for uptime and support responsiveness. |
Service Level Agreements specified for all customers (uptime/support). | |
|
Onboarding/Setup Fees Clarity about any one-time costs for deployment. |
Setup fees are disclosed and built into enterprise contracts. | |
|
Custom Enterprise Pricing Tailored options for larger VC firms with unique needs. |
Custom enterprise pricing available. |
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