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Solovis Portfolio Management Suite from Solovis
Enables detailed scenario analysis for liquidity events, portfolio modeling, and holistic exit planning for alternative assets, including venture capital portfolios.
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
(5 Yes /5 Known /12 Possible features)
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Scenario Builder Allows creation of customizable exit scenarios with assumptions for valuations, timing, structure, etc. |
Solovis marketing indicates customizable scenario modeling for liquidity events and exits is included. | |
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Waterfall Analysis Models capital distribution across stakeholders for each exit scenario. |
Portfolio modeling and scenario analysis features mention cash flow waterfalls. | |
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Return Forecasting Projects IRR, MOIC, and other return metrics based on input scenarios. |
Return forecasting (IRR, MOIC, etc.) is standard in Solovis' scenario analysis. | |
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Sensitivity Analysis Tests key variables' impact on projected outcomes. |
Scenario and sensitivity analysis are promoted in the product description. | |
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Market Benchmarking Compares modeled exits to market comparables. |
Market benchmarking of portfolio performance to industry/peer benchmarks is available. | |
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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. |
No information available | |
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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. |
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
(9 Yes /9 Known /12 Possible features)
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Virtual Data Room (VDR) Centralized, secure document repository for acquisition and diligence processes. |
Solovis offers data room capabilities (see product documentation and partnership material). | |
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Granular Permissions Fine-grained user and document access controls. |
Granular user and document permissions are cited in Solovis support and security documentation. | |
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Audit Logging Tracks who accessed, downloaded, or edited documents. |
Audit logs of document and data access available per Solovis security features. | |
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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 supported per knowledge base documentation. | |
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Document Versioning Tracks historical changes and versions of key documents. |
Document versioning support is outlined in document management module. | |
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Integration with Cloud Storage Connects to services like Google Drive, Dropbox, etc. |
Integration with cloud storage (e.g. OneDrive, Google Drive) referenced in integrations. | |
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Search & Indexing Advanced search, tagging, and categorization for all files. |
Advanced search and file indexing available as part of Data Room functionality. | |
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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 is confirmed by Solovis security documentation. | |
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Secure Q&A Section Facilitates Q&A between buyers and sellers in a controlled environment. |
Q&A section for diligence and document review processes is highlighted in platform guides. | |
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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. |
Database of acquirers and counterparties, tracked for communication, is mentioned in the acquirer management modules. | |
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Engagement Tracking Logs interactions, outreach, and deal progress for each acquirer. |
Engagement and activity tracking per acquirer are supported (CRM-like capabilities). | |
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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 visualization tools available for deal/acquisition management. | |
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Contact & Relationship Management Stores key points of contact, notes, and relationship histories. |
Contact and relationship data, including notes, maintained for each acquirer. | |
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Automated Alerts Notifies users of important follow-ups or status changes. |
Automated alerts and notifications promoted for deal and follow-up management. | |
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Document Sharing for Acquirers Enables permission-based document distribution to interested buyers. |
Permission-based document sharing to acquirers and external parties is supported. | |
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Bulk Import/Export Allows importing and exporting acquirer lists and associated data. |
Bulk import/export of acquirer data is mentioned in the platform capabilities. | |
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Tagging & Segmentation Segment acquirers by industry, location, strategic/financial, etc. |
Tagging and segmentation for stakeholders/acquirers provided in Solovis CRM-like modules. | |
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Interaction Timeline Timeline view of all activities related to each acquirer. |
Timeline view of acquirer engagement and activities is 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.). |
CRM integration including Salesforce and similar tools is spotlighted in Solovis integration documentation. | |
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Portfolio Management Integration Syncs with existing portfolio management software. |
Portfolio management integration with other third-party solutions is offered (see solutions page). | |
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Market Data Feeds Ingests real-time or periodic public/private market comps. |
Market data feeds available for private/public markets; referenced in market pricing integrations. | |
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API Access Open API for custom integrations and data extraction. |
API access for custom integrations/extractions available, as described in the developer documentation. | |
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Single Sign-On (SSO) Supports federated identity standards (SAML, OAuth, etc.). |
Single sign-on integrations (SAML, OAuth) stated in security section. | |
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Data Export Exports data in multiple formats (CSV, XLSX, PDF, etc.). |
Exports in multiple formats (CSV, PDF, Excel) covered in product FAQs. | |
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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. |
Custom dashboards for KPIs/scenario analytics available per reporting suite. | |
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Automated Scheduled Reports Sends periodic exit scenario, progress, and due diligence reports automatically. |
Automated and scheduled reporting supported in platform. | |
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Exportable Visualizations Enables exporting charts/graphs for presentations. |
Visualization exports (charts/graphs, reports) are listed as deliverables. | |
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Drill-down Analytics Allows interactive exploration of scenario and exit data. |
Drill-down analytics is a promoted feature of Solovis analytics modules. | |
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Benchmarking Analytics Compares performance to peer funds or industry exit averages. |
No information available | |
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Real-Time Updates Dashboards update as data changes. |
Real-time updates of dashboards and analytics stated in UI features. | |
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Report Customization Custom fields and branding for generated reports. |
Report templates and fields customizable; references to white-labeling and branding as well. | |
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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 access and permissions are core security features. | |
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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.). |
Solovis claims GDPR and CCPA support in compliance/promotional material. | |
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Multi-factor Authentication (MFA) Enforces multi-step user authentication. |
Multi-factor authentication available as an option for all accounts. | |
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End-to-End Encryption Protects data both in transit and at rest. |
End-to-end encryption provided according to Solovis datasheets. | |
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Audit Trail Comprehensive tracking of all user and admin actions. |
Comprehensive audit trail feature is included in enterprise security. | |
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Third-Party Security Certifications SOC2, ISO 27001, or equivalent certifications. |
SOC2 and related certifications indicated in security/compliance 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
(6 Yes /6 Known /8 Possible features)
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Deal Pipeline Automation Automates stage advancement and reminders in the exit process. |
Workflow automation, including automating deal stage advancement and reminders, is a promoted feature. | |
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Task Management Assigns and tracks responsibilities, deadlines, deliverables. |
Task delegation, tracking, and assignment are included in workflow modules. | |
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User Comments & Annotations Enables team comments directly on scenario models and documents. |
User commenting/annotation supported on scenario models and documents. | |
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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. |
Workflow templates/checklists available or customizable as part of process modules. | |
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Approval Workflows Routes important documents and decisions for approval. |
Approval workflows and routing available for documents and processes. | |
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Notifications & Alerts Delivers reminders and activity alerts to users. |
Notifications and reminders (alerts) supported for activity and deadlines. | |
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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. |
Users can customize their dashboards and reporting/workspaces. | |
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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 support and limited app access as described in Solovis help documentation. | |
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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. |
Guided onboarding and online tutorials provided in client portal. | |
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User Custom Fields Add custom data fields to records, scenarios, etc. |
Custom data fields supported for scenarios, holdings, etc. per configuration docs. | |
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Navigation Speed Average time to move between main screens. |
No information available |
Support & Service
(2 Yes /2 Known /7 Possible features)
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24/7 Customer Support Round-the-clock support availability. |
No information available | |
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Dedicated Account Manager Assigned success manager for client engagement. |
No information available | |
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Live Chat Support On-demand in-app or web chat help. |
Live chat available via client help desk/portal. | |
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Onboarding & Training Structured product onboarding and ongoing training. |
Onboarding and ongoing product training included with client implementation. | |
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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 builder functionality is highlighted under extensibility/documentation. | |
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White-labeling/Branding Customize platform appearance with own branding. |
White-labeling and branding listed for select tiers per product marketing. | |
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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 and presentation template support available. | |
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Flexible Data Model Allows for adding/removing fields from key objects (companies, acquirers, scenarios, etc.). |
Flexible data model described, allowing for additional scenario/portfolio fields. | |
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Custom Integration Hooks Supports custom integrations with proprietary internal systems. |
Custom integration 'connectors' described in partner documentation. |
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