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Mercatus Investment Lifecycle Management from Mercatus (a State Street Company)
Delivers deal tracking, portfolio analytics, exit and scenario modeling, data aggregation, and stakeholder reporting for alternative asset managers, including venture capital.
More about Mercatus (a State Street Company)
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
More Portfolio Management ...
Scenario Modeling & Valuation
(9 Yes /9 Known /12 Possible features)
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Scenario Builder Allows creation of customizable exit scenarios with assumptions for valuations, timing, structure, etc. |
Mercatus documentation indicates support for customizable scenario modeling, including building exit scenarios and adjusting assumptions. | |
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Waterfall Analysis Models capital distribution across stakeholders for each exit scenario. |
Product materials reference scenario modeling with capital distribution analysis, indicating waterfall analysis support. | |
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Return Forecasting Projects IRR, MOIC, and other return metrics based on input scenarios. |
Return forecasting (IRR, MOIC) is explicitly mentioned as part of portfolio analytics and scenario tools. | |
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Sensitivity Analysis Tests key variables' impact on projected outcomes. |
Sensitivity analysis for key variables in scenario models is listed among product capabilities. | |
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Market Benchmarking Compares modeled exits to market comparables. |
Market benchmarking to comparables is an explicit feature for scenario validation according to product documentation. | |
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Automated Valuation Updates Automatically updates project valuations from market feeds. |
Automated data updates, including valuations driven by market feeds, are part of the solution's core value proposition. | |
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Convertible Instruments Modeling Supports modeling of SAFEs, convertible notes, etc. in exit scenarios. |
Product supports modeling of convertible notes/SAFEs as indicated in scenario modeling feature set. | |
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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. |
Exit scenario probability weighting is standard in scenario modeling workflows according to documentation. | |
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Scenario Version Control Tracks, saves, and compares different scenario models over time. |
Audit trails and scenario versioning are discussed under scenario management tools. | |
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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
(10 Yes /10 Known /12 Possible features)
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Virtual Data Room (VDR) Centralized, secure document repository for acquisition and diligence processes. |
Virtual data room functionality is a cornerstone of Mercatus for due diligence and document sharing. | |
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Granular Permissions Fine-grained user and document access controls. |
Granular user permissions and document access controls are explicitly stated in feature lists. | |
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Audit Logging Tracks who accessed, downloaded, or edited documents. |
Product includes audit logging for compliance and document traceability. | |
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Expiration & Watermark Controls Manages document expiry dates and watermarking for confidentiality. |
Expiry controls and watermarking are mentioned as security features in Mercatus documentation. | |
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Bulk Document Upload Allows multiple files to be uploaded simultaneously. |
Bulk document upload is part of the data room management workflow. | |
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Document Versioning Tracks historical changes and versions of key documents. |
Document versioning is mentioned under document management capabilities. | |
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Integration with Cloud Storage Connects to services like Google Drive, Dropbox, etc. |
Integration with major cloud storage systems is listed as a product feature. | |
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Search & Indexing Advanced search, tagging, and categorization for all files. |
Advanced search and document indexing available per product feature overview. | |
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Encryption at Rest & in Transit Ensures industry-standard encryption for all stored and shared documents. |
Encryption at rest and in transit, leveraging industry-standard protocols, is a stated security feature. | |
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Secure Q&A Section Facilitates Q&A between buyers and sellers in a controlled environment. |
Secure Q&A/communications are available for diligence processes in product overview. | |
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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
(9 Yes /9 Known /11 Possible features)
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Acquirer Database Centralized repository for potential acquirers, partners, and interested parties. |
Centralized acquirer database and contact tracking included as standard CRM-like functionality. | |
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Engagement Tracking Logs interactions, outreach, and deal progress for each acquirer. |
Engagement tracking and deal progress monitoring are part of the pipeline analytics. | |
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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. |
Pipeline/funnel visualizations are available for acquirer engagement per platform UI demos. | |
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Contact & Relationship Management Stores key points of contact, notes, and relationship histories. |
Contact and relationship management is called out among acquirer management features. | |
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Automated Alerts Notifies users of important follow-ups or status changes. |
Automated platform notifications and follow-ups are part of workflow automation tools. | |
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Document Sharing for Acquirers Enables permission-based document distribution to interested buyers. |
Permission-based document sharing with acquirers is available through the VDR module. | |
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Bulk Import/Export Allows importing and exporting acquirer lists and associated data. |
Bulk import/export functions are supported for contact and acquirer data. | |
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Tagging & Segmentation Segment acquirers by industry, location, strategic/financial, etc. |
Product supports segmentation/tagging of acquirers by customizable categories. | |
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Interaction Timeline Timeline view of all activities related to each acquirer. |
Interaction timelines are featured for deal and acquirer tracking. | |
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Acquirer Storage Limit Maximum number of acquirers the system can handle. |
No information available |
Integration & API Connectivity
(7 Yes /7 Known /8 Possible features)
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CRM Integration Connects with popular CRM tools (Salesforce, HubSpot, etc.). |
CRM integrations, including Salesforce and others, are highlighted in integration materials. | |
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Portfolio Management Integration Syncs with existing portfolio management software. |
Portfolio management integrations are explicitly referenced in product solution brief. | |
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Market Data Feeds Ingests real-time or periodic public/private market comps. |
Market data feeds (market comps/valuations) are part of the automated data ingestion features. | |
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API Access Open API for custom integrations and data extraction. |
Open API for integrations and extraction is referenced as a differentiating feature. | |
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Single Sign-On (SSO) Supports federated identity standards (SAML, OAuth, etc.). |
Enterprise-grade SSO is listed among security and access control offerings. | |
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Data Export Exports data in multiple formats (CSV, XLSX, PDF, etc.). |
Multi-format data export options available for reporting (CSV, XLSX, PDF). | |
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Webhook Support Triggers workflow automations on data changes. |
Webhook/event-driven workflow support is referenced for integrations. | |
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Integration Capacity Maximum number of concurrent third-party systems connected. |
No information available |
Reporting & Analytics
(7 Yes /7 Known /8 Possible features)
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Custom Dashboard Builder Builds tailored dashboards around key exit KPIs. |
Custom dashboard and reporting builders are available, focusing on exit KPIs. | |
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Automated Scheduled Reports Sends periodic exit scenario, progress, and due diligence reports automatically. |
Automated scheduled reporting is described as a key reporting feature. | |
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Exportable Visualizations Enables exporting charts/graphs for presentations. |
Exporting visualizations for presentations is a promoted reporting function. | |
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Drill-down Analytics Allows interactive exploration of scenario and exit data. |
Drill-down analytics are available in scenario and dashboard tools. | |
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Benchmarking Analytics Compares performance to peer funds or industry exit averages. |
Benchmarking analytics for industry/peer comparisons are part of solution. | |
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Real-Time Updates Dashboards update as data changes. |
Real-time dashboard updates as scenario/model data changes are referenced in product briefs. | |
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Report Customization Custom fields and branding for generated reports. |
Customizable reports and white-labeling options indicated in analytics features. | |
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Max Saved Dashboards Number of dashboards that can be saved per user. |
No information available |
Security & Compliance
(8 Yes /8 Known /8 Possible features)
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Role-Based Access Control Granular user permissioning by data type and action. |
Role-based access control is a foundational user permission structure. | |
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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.). |
Mercatus supports GDPR/CCPA compliance workflows and documentation. | |
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Multi-factor Authentication (MFA) Enforces multi-step user authentication. |
Multi-factor authentication is noted in platform security details. | |
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End-to-End Encryption Protects data both in transit and at rest. |
Product uses end-to-end encryption for data protection, per security page. | |
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Audit Trail Comprehensive tracking of all user and admin actions. |
Audit trails for user/activity tracking and compliance. | |
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Third-Party Security Certifications SOC2, ISO 27001, or equivalent certifications. |
SOC2 and ISO 27001 certifications indicated in Trust/Security Center. | |
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Configurable Data Retention Policy Set custom data and log retention periods. |
Data retention and customizable retention policies are included in compliance features. | |
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Incident Response Automation Automated alerting and workflow for security breaches. |
Incident response automation (alerts and remediation workflows) referenced in security briefing. |
Workflow Automation & Collaboration
(6 Yes /6 Known /8 Possible features)
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Deal Pipeline Automation Automates stage advancement and reminders in the exit process. |
Deal pipeline/workflow automation is a highlighted feature in exit and scenario management. | |
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Task Management Assigns and tracks responsibilities, deadlines, deliverables. |
Task management for teams and users present in workflow management tools. | |
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User Comments & Annotations Enables team comments directly on scenario models and documents. |
Commenting and annotation within scenarios and documents available. | |
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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. |
Standardized workflow templates for exit and diligence modeled in platform. | |
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Approval Workflows Routes important documents and decisions for approval. |
Approval workflows for key decisions and documents included per feature list. | |
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Notifications & Alerts Delivers reminders and activity alerts to users. |
Notifications and user alerts are core to workflow automation. | |
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Document Collaboration Capacity Number of users who can simultaneously edit a document. |
No information available |
Usability & User Experience
(5 Yes /5 Known /7 Possible features)
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Customizable Workspaces Allows users to tailor their dashboards and views. |
Customizable dashboards and flexible views are included for user experience. | |
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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. |
Mobile accessibility is available via responsive design and/or mobile app. | |
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Accessible Design Compliance with accessibility standards (WCAG, etc.). |
Product self-describes as WCAG/accessibility compliant for platform inclusivity. | |
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Onboarding & Tutorials Guided onboarding and in-app help for new users. |
Guided onboarding and in-app tutorials are referenced in user success resources. | |
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User Custom Fields Add custom data fields to records, scenarios, etc. |
Custom data fields (user fields) can be added to scenarios and records. | |
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Navigation Speed Average time to move between main screens. |
No information available |
Support & Service
(4 Yes /4 Known /7 Possible features)
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24/7 Customer Support Round-the-clock support availability. |
24/7 customer support offered as part of State Street/Mercatus service promise. | |
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Dedicated Account Manager Assigned success manager for client engagement. |
Dedicated account management is standard for enterprise client segment. | |
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Live Chat Support On-demand in-app or web chat help. |
Live chat and in-app support referenced under support offerings. | |
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Onboarding & Training Structured product onboarding and ongoing training. |
Structured onboarding and ongoing training included for client success. | |
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Uptime Guarantee SLA-backed platform uptime. |
No information available | |
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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
(5 Yes /5 Known /6 Possible features)
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Custom Workflow Builder Design and deploy custom processes for exit scenarios. |
Custom workflow/process builder is mentioned in platform customization options. | |
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White-labeling/Branding Customize platform appearance with own branding. |
White-label/branding options for client-branded portals referenced. | |
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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. |
Custom report template builder available for exporting branded materials. | |
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Flexible Data Model Allows for adding/removing fields from key objects (companies, acquirers, scenarios, etc.). |
Flexible data object modeling (add/remove fields) highlighted in product documentation. | |
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Custom Integration Hooks Supports custom integrations with proprietary internal systems. |
Custom integration hooks/API connectors for proprietary systems available. |
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