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Chronograph Portfolio Monitoring from Chronograph
Features advanced reporting, real-time data aggregation from portfolio companies, exit and scenario analysis, cash flow forecasting, and LP communication tools.
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. |
Product highlights advanced scenario and exit analysis capabilities, allowing users to create customizable scenarios, as per website documentation. | |
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Waterfall Analysis Models capital distribution across stakeholders for each exit scenario. |
Scenario and exit analysis includes waterfall analysis; Chronograph documentation mentions modeling capital distributions for exit scenarios. | |
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Return Forecasting Projects IRR, MOIC, and other return metrics based on input scenarios. |
Return forecasting metrics, including IRR and MOIC, are part of product's core offering under scenario analysis and reporting. | |
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Sensitivity Analysis Tests key variables' impact on projected outcomes. |
Sensitivity analysis is featured as part of reporting and scenario modeling, per product material. | |
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Market Benchmarking Compares modeled exits to market comparables. |
Market benchmarking to comparable exits is described in product overviews for VC and PE. | |
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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. |
Support for convertible notes and SAFEs is mentioned for VC-focused scenario modeling and cap table analysis. | |
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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. |
Product allows for scenario probability weighting as part of its advanced scenario modeling toolkit. | |
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Scenario Version Control Tracks, saves, and compares different scenario models over time. |
No information available | |
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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
(7 Yes /7 Known /12 Possible features)
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Virtual Data Room (VDR) Centralized, secure document repository for acquisition and diligence processes. |
No information available | |
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Granular Permissions Fine-grained user and document access controls. |
Granular user permissions are referenced in Chronograph's datasheets concerning sensitive LP and GP data. | |
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Audit Logging Tracks who accessed, downloaded, or edited documents. |
Audit logging is described as available, covering document access and edits for compliance. | |
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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. |
Bulk document upload mentioned as a usability feature for onboarding and diligence processes. | |
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Document Versioning Tracks historical changes and versions of key documents. |
Product supports document versioning and change tracking according to security and compliance notes. | |
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Integration with Cloud Storage Connects to services like Google Drive, Dropbox, etc. |
Integration with external platforms like Box and Dropbox is cited in integration/documentation. | |
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Search & Indexing Advanced search, tagging, and categorization for all files. |
Advanced search and document tagging described as core to document management. | |
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Encryption at Rest & in Transit Ensures industry-standard encryption for all stored and shared documents. |
Encryption for stored and transmitted data featured in security documentation. | |
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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
(4 Yes /4 Known /11 Possible features)
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Acquirer Database Centralized repository for potential acquirers, partners, and interested parties. |
Chronograph references an acquirer/buyer/contact repository in materials for deal pipeline management. | |
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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. |
Pipeline visualizations are available for ongoing and completed deals. | |
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Contact & Relationship Management Stores key points of contact, notes, and relationship histories. |
Contact and relationship management for LP/GP and acquirer communications embedded in platform. | |
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Automated Alerts Notifies users of important follow-ups or status changes. |
Automated alerts for tasks, deadlines, and follow-ups enabled for deal/exit workflows. | |
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Document Sharing for Acquirers Enables permission-based document distribution to interested buyers. |
No information available | |
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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
(5 Yes /5 Known /8 Possible features)
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CRM Integration Connects with popular CRM tools (Salesforce, HubSpot, etc.). |
CRM integration with Salesforce and HubSpot mentioned as supported via API/integrations. | |
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Portfolio Management Integration Syncs with existing portfolio management software. |
No information available | |
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Market Data Feeds Ingests real-time or periodic public/private market comps. |
Market data feeds referenced as part of the platform's real-time data aggregation. | |
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API Access Open API for custom integrations and data extraction. |
API access for data extraction and integration is explicitly offered. | |
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Single Sign-On (SSO) Supports federated identity standards (SAML, OAuth, etc.). |
Single sign-on (SAML/OAuth) available for enterprise customers. | |
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Data Export Exports data in multiple formats (CSV, XLSX, PDF, etc.). |
Product supports exporting data to CSV, XLSX, and PDF formats. | |
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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
(7 Yes /7 Known /8 Possible features)
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Custom Dashboard Builder Builds tailored dashboards around key exit KPIs. |
Custom dashboards and analytics builder featured for fund/portfolio KPIs. | |
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Automated Scheduled Reports Sends periodic exit scenario, progress, and due diligence reports automatically. |
Scheduled and automated reporting described in the reporting module. | |
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Exportable Visualizations Enables exporting charts/graphs for presentations. |
Exportable visualizations for dashboards/graphs are core to reporting. | |
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Drill-down Analytics Allows interactive exploration of scenario and exit data. |
Drill-down analytics on scenarios and portfolio performance available. | |
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Benchmarking Analytics Compares performance to peer funds or industry exit averages. |
Benchmarking analytics to peer funds and industry available in solution overview. | |
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Real-Time Updates Dashboards update as data changes. |
Dashboards update with real-time data feeds from portfolio integrations. | |
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Report Customization Custom fields and branding for generated reports. |
Reports offer customization by field, branding, and presentation style. | |
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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. |
Role-based permissioning supported for granular data access. | |
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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.). |
Compliance features including GDPR/CCPA cited in privacy and security documentation. | |
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Multi-factor Authentication (MFA) Enforces multi-step user authentication. |
Supports MFA as part of platform security suite. | |
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End-to-End Encryption Protects data both in transit and at rest. |
End-to-end encryption is described in product info sheets. | |
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Audit Trail Comprehensive tracking of all user and admin actions. |
Comprehensive audit trails for user and admin activity specified. | |
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Third-Party Security Certifications SOC2, ISO 27001, or equivalent certifications. |
SOC2 compliance explicitly referenced in Chronograph's security 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 automations for deal tracking and reminders referenced in workflow module. | |
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Task Management Assigns and tracks responsibilities, deadlines, deliverables. |
Task, deadline, and responsibility management are core to workflow features. | |
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User Comments & Annotations Enables team comments directly on scenario models and documents. |
Team comments and annotations available on portfolio, exit, and scenario reports. | |
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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. |
No information available | |
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Approval Workflows Routes important documents and decisions for approval. |
Approval workflows for scenario and document reviews are cited in workflow solutions. | |
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Notifications & Alerts Delivers reminders and activity alerts to users. |
Notifications and reminders through alerts for tasks and workflow changes are provided. | |
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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 user dashboards and views highlighted as a selling point. | |
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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 browser compatibility and app support described in platform details. | |
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Accessible Design Compliance with accessibility standards (WCAG, etc.). |
Accessible design for visually impaired and other needs referenced in compliance materials. | |
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Onboarding & Tutorials Guided onboarding and in-app help for new users. |
In-app onboarding guides and help center described for new users. | |
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User Custom Fields Add custom data fields to records, scenarios, etc. |
User custom fields for data extendibility and custom analysis are provided. | |
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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 global support is highlighted in customer service documentation. | |
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Dedicated Account Manager Assigned success manager for client engagement. |
Dedicated account managers assigned for enterprise and strategic clients. | |
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Live Chat Support On-demand in-app or web chat help. |
In-app and web chat support mentioned in support features. | |
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Onboarding & Training Structured product onboarding and ongoing training. |
Structured onboarding and training available for new client teams. | |
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Uptime Guarantee SLA-backed platform uptime. |
Uptime guarantees and SLAs are referenced for Chronograph's hosted platform. | |
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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 described as a setup option for organizations. | |
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White-labeling/Branding Customize platform appearance with own branding. |
Platform white-labeling for client branding is available per product notes. | |
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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 reporting templates available for investor and scenario reports. | |
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Flexible Data Model Allows for adding/removing fields from key objects (companies, acquirers, scenarios, etc.). |
Flexible data models cited for portfolio, company, and custom metric management. | |
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Custom Integration Hooks Supports custom integrations with proprietary internal systems. |
Custom webhook and integration hooks referenced for enterprise integrations. |
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