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Allvue Portfolio Management from Allvue Systems
Comprehensive solution for tracking investments, modeling liquidity events, analyzing exit opportunities, and generating reports tailored for venture capital firms.
Product analysis by function
Exit Planning Solutions for Portfolio Management
Software for scenario modeling of potential exits, managing data rooms for acquisition processes, and tracking potential acquirers.
More Exit Planning Solutions
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Scenario Modeling & Valuation
(7 Yes /7 Known /12 Possible features)
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Scenario Builder Allows creation of customizable exit scenarios with assumptions for valuations, timing, structure, etc. |
Allvue highlights scenario modeling in their marketing as part of liquidity and exit event analysis. | |
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Waterfall Analysis Models capital distribution across stakeholders for each exit scenario. |
Allvue supports waterfall calculations for capital distributions in exit scenarios, directly referenced in product materials. | |
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Return Forecasting Projects IRR, MOIC, and other return metrics based on input scenarios. |
Return calculation (IRR/MOIC modeling) is a core Allvue feature for scenario outputs. | |
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Sensitivity Analysis Tests key variables' impact on projected outcomes. |
Sensitivity/what-if analysis is referenced under the solution's analytics capabilities. | |
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Market Benchmarking Compares modeled exits to market comparables. |
Benchmarking against market comparables is part of exit analysis and reporting in Allvue. | |
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Automated Valuation Updates Automatically updates project valuations from market feeds. |
No information available | |
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Convertible Instruments Modeling Supports modeling of SAFEs, convertible notes, etc. in exit scenarios. |
Convertible instrument support (notes/SAFEs) is natively modeled in Allvue's waterfall engine. | |
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Secondary Sale Simulation Simulates the effects of partial share sales to third parties. |
No information available | |
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Exit Probability Weighting Allows users to assign likelihoods to modeled scenarios. |
No information available | |
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Scenario Version Control Tracks, saves, and compares different scenario models over time. |
Trade-off and scenario comparison is possible via versioning of models in Allvue. | |
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Speed of Calculation Time taken to run scenario simulations and analyses. |
No information available | |
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Scenario Storage Capacity Maximum number of scenarios that can be saved and managed. |
No information available |
Data Room & Document Management
(5 Yes /5 Known /12 Possible features)
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Virtual Data Room (VDR) Centralized, secure document repository for acquisition and diligence processes. |
Allvue advertises a VDR for supporting diligence document sharing as part of their portfolio management. | |
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Granular Permissions Fine-grained user and document access controls. |
No information available | |
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Audit Logging Tracks who accessed, downloaded, or edited documents. |
No information available | |
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Expiration & Watermark Controls Manages document expiry dates and watermarking for confidentiality. |
No information available | |
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Bulk Document Upload Allows multiple files to be uploaded simultaneously. |
No information available | |
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Document Versioning Tracks historical changes and versions of key documents. |
Document versioning is available in Allvue's VDR, noted in collateral. | |
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Integration with Cloud Storage Connects to services like Google Drive, Dropbox, etc. |
Direct integration with cloud storage is listed as available for document management. | |
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Search & Indexing Advanced search, tagging, and categorization for all files. |
Advanced document search and tagging described as part of Allvue's VDR. | |
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Encryption at Rest & in Transit Ensures industry-standard encryption for all stored and shared documents. |
Data is encrypted at rest and in transit, per Allvue's security whitepapers. | |
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Secure Q&A Section Facilitates Q&A between buyers and sellers in a controlled environment. |
No information available | |
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Max Document Storage Total storage allocated for the data room. |
No information available | |
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Max Concurrent Users Number of simultaneous users allowed access. |
No information available |
Acquirer & Buyer Management
(2 Yes /2 Known /11 Possible features)
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Acquirer Database Centralized repository for potential acquirers, partners, and interested parties. |
No information available | |
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Engagement Tracking Logs interactions, outreach, and deal progress for each acquirer. |
No information available | |
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Interest Scoring Scores each acquirer's likelihood to proceed based on configurable criteria. |
No information available | |
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Pipeline Visualization Visualizes the acquisition funnel and acquirer engagement status. |
No information available | |
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Contact & Relationship Management Stores key points of contact, notes, and relationship histories. |
No information available | |
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Automated Alerts Notifies users of important follow-ups or status changes. |
Automated workflow-driven email/alerting described in product docs for Allvue. | |
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Document Sharing for Acquirers Enables permission-based document distribution to interested buyers. |
VDR allows permissioned sharing of documentation to acquirers/buyers. | |
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Bulk Import/Export Allows importing and exporting acquirer lists and associated data. |
No information available | |
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Tagging & Segmentation Segment acquirers by industry, location, strategic/financial, etc. |
No information available | |
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Interaction Timeline Timeline view of all activities related to each acquirer. |
No information available | |
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Acquirer Storage Limit Maximum number of acquirers the system can handle. |
No information available |
Integration & API Connectivity
(6 Yes /6 Known /8 Possible features)
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CRM Integration Connects with popular CRM tools (Salesforce, HubSpot, etc.). |
Offers native integrations to Salesforce and other CRM systems. | |
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Portfolio Management Integration Syncs with existing portfolio management software. |
Designed to integrate with external portfolio and accounting solutions. | |
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Market Data Feeds Ingests real-time or periodic public/private market comps. |
Market pricing and benchmark feeds are supported for up-to-date valuations. | |
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API Access Open API for custom integrations and data extraction. |
Open API for integrations and custom reporting mentioned in Allvue docs. | |
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Single Sign-On (SSO) Supports federated identity standards (SAML, OAuth, etc.). |
SSO with SAML/OAuth supported at the enterprise suite level. | |
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Data Export Exports data in multiple formats (CSV, XLSX, PDF, etc.). |
Batch data export in CSV and XLSX formats is referenced as a reporting feature. | |
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Webhook Support Triggers workflow automations on data changes. |
No information available | |
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Integration Capacity Maximum number of concurrent third-party systems connected. |
No information available |
Reporting & Analytics
(6 Yes /6 Known /8 Possible features)
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Custom Dashboard Builder Builds tailored dashboards around key exit KPIs. |
Users can construct custom dashboards for KPIs and exits using Allvue's analytics. | |
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Automated Scheduled Reports Sends periodic exit scenario, progress, and due diligence reports automatically. |
No information available | |
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Exportable Visualizations Enables exporting charts/graphs for presentations. |
Charts and tables are exportable from Allvue for use in presentations. | |
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Drill-down Analytics Allows interactive exploration of scenario and exit data. |
Drill-down analytics and interactive data navigation are mentioned on the offering page. | |
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Benchmarking Analytics Compares performance to peer funds or industry exit averages. |
Benchmarks and analytics for peer fund comparisons cited in solution features. | |
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Real-Time Updates Dashboards update as data changes. |
Portfolio dashboards update live as data flows in, per product overview. | |
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Report Customization Custom fields and branding for generated reports. |
Customization of reports with custom fields and corporate branding. | |
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Max Saved Dashboards Number of dashboards that can be saved per user. |
No information available |
Security & Compliance
(6 Yes /6 Known /8 Possible features)
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Role-Based Access Control Granular user permissioning by data type and action. |
Granular permissions and RBAC are part of Allvue's security architecture. | |
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GDPR/CCPA Compliance Features and legal terms to support compliance requirements (including data subject requests, right to erasure, data minimization, etc.). |
GDPR and CCPA compliance discussed in Allvue's privacy documentation. | |
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Multi-factor Authentication (MFA) Enforces multi-step user authentication. |
MFA is available to all enterprise users, per security data sheet. | |
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End-to-End Encryption Protects data both in transit and at rest. |
Allvue states end-to-end encryption, including at rest and in transit. | |
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Audit Trail Comprehensive tracking of all user and admin actions. |
Robust admin/user action audit trail is offered in their compliance materials. | |
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Third-Party Security Certifications SOC2, ISO 27001, or equivalent certifications. |
SOC 2 Type II and ISO 27001 certifications described in Allvue's Trust documentation. | |
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Configurable Data Retention Policy Set custom data and log retention periods. |
No information available | |
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Incident Response Automation Automated alerting and workflow for security breaches. |
No information available |
Workflow Automation & Collaboration
(5 Yes /5 Known /8 Possible features)
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Deal Pipeline Automation Automates stage advancement and reminders in the exit process. |
Workflow automation/rules and deal tracking/alerts part of the platform's workflow module. | |
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Task Management Assigns and tracks responsibilities, deadlines, deliverables. |
Task assignment, deadline tracking, and reminders are built-in to the workflow suite. | |
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User Comments & Annotations Enables team comments directly on scenario models and documents. |
Commenting/annotation available within scenario and report modules. | |
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Internal Chat/Messaging Allows for contextual team discussions in-platform. |
No information available | |
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Workflow Templates Provides standardized checklists for common exit processes. |
Standard workflow templates/checklists are used for common VC processes. | |
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Approval Workflows Routes important documents and decisions for approval. |
No information available | |
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Notifications & Alerts Delivers reminders and activity alerts to users. |
Notifications and alerts (email/in-app) provided on task and deal changes. | |
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Document Collaboration Capacity Number of users who can simultaneously edit a document. |
No information available |
Usability & User Experience
(4 Yes /4 Known /7 Possible features)
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Customizable Workspaces Allows users to tailor their dashboards and views. |
User dashboards and workspaces are customizable in Allvue. | |
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Multiple Language Support Interface available in several languages. |
No information available | |
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Mobile Accessibility Full access via mobile app or responsive browser. |
Responsive UI and mobile app access indicated in product highlights. | |
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Accessible Design Compliance with accessibility standards (WCAG, etc.). |
No information available | |
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Onboarding & Tutorials Guided onboarding and in-app help for new users. |
In-app onboarding guides and contextual help offered to new users. | |
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User Custom Fields Add custom data fields to records, scenarios, etc. |
Allows users to add custom data fields and tags to portfolio and deal records. | |
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Navigation Speed Average time to move between main screens. |
No information available |
Support & Service
(5 Yes /5 Known /7 Possible features)
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24/7 Customer Support Round-the-clock support availability. |
24/7 customer support is highlighted as part of Allvue's commitment to enterprise clients. | |
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Dedicated Account Manager Assigned success manager for client engagement. |
Account management resources (dedicated managers) assigned for larger clients. | |
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Live Chat Support On-demand in-app or web chat help. |
Live chat support is available via the Allvue support portal. | |
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Onboarding & Training Structured product onboarding and ongoing training. |
A structured onboarding and training program is provided to new clients. | |
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Uptime Guarantee SLA-backed platform uptime. |
Allvue provides an uptime SLA for enterprise clients. | |
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Platform Uptime Historical platform reliability. |
No information available | |
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Response Time SLA Maximum time to first response on support tickets. |
No information available |
Customization & Extensibility
(3 Yes /3 Known /6 Possible features)
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Custom Workflow Builder Design and deploy custom processes for exit scenarios. |
Custom workflow/process builder included for fund/client-specific needs. | |
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White-labeling/Branding Customize platform appearance with own branding. |
White-labeling/branding supported for enterprise deployments. | |
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Scriptable Automation Allows for custom automation/scripts via SDK or scripting language. |
No information available | |
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Custom Report Templates Design custom PDF, XLS, or presentation templates. |
No information available | |
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Flexible Data Model Allows for adding/removing fields from key objects (companies, acquirers, scenarios, etc.). |
Flexible data model: addable/removable fields for companies/deals/acquirers described in product documentation. | |
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Custom Integration Hooks Supports custom integrations with proprietary internal systems. |
No information available |
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