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IPEVC from Intralinks
Offers portfolio management, exit event modeling, cash flow analysis, capital distribution planning and comprehensive investor reporting for 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
(8 Yes /8 Known /12 Possible features)
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Scenario Builder Allows creation of customizable exit scenarios with assumptions for valuations, timing, structure, etc. |
Product literature and solution pages describe detailed exit scenario modeling, including customizable exit and distribution assumptions. | |
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Waterfall Analysis Models capital distribution across stakeholders for each exit scenario. |
IPEVC claims to model the flow of funds to stakeholders, which supports capital distribution waterfall modeling. | |
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Return Forecasting Projects IRR, MOIC, and other return metrics based on input scenarios. |
Cash flow forecasting and return metric projections are a key advertised feature in solution collateral. | |
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Sensitivity Analysis Tests key variables' impact on projected outcomes. |
Sensitivity analysis to variable assumptions (such as valuation and timing) is included in scenario modeling descriptions. | |
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Market Benchmarking Compares modeled exits to market comparables. |
Vendor describes market benchmarking and ability to compare transactions to market data. | |
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Automated Valuation Updates Automatically updates project valuations from market feeds. |
Automated valuation updates from market feeds is supported as per product details on integration. | |
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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. |
Exit probability weighting is referenced under advanced scenario analysis by the vendor. | |
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Scenario Version Control Tracks, saves, and compares different scenario models over time. |
Scenario versioning (with ability to track, save, and compare scenarios) is included in platform capabilities. | |
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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. |
Intralinks provides robust VDR as a core offering, supporting secure document management. | |
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Granular Permissions Fine-grained user and document access controls. |
Granular user and document access controls described in VDR materials. | |
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Audit Logging Tracks who accessed, downloaded, or edited documents. |
Audit logging is a core part of Intralinks compliance offering. | |
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Expiration & Watermark Controls Manages document expiry dates and watermarking for confidentiality. |
Expiration and watermarking are specifically detailed in Intralinks VDR security documentation. | |
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Bulk Document Upload Allows multiple files to be uploaded simultaneously. |
Bulk upload is a core workflow for VDR users. | |
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Document Versioning Tracks historical changes and versions of key documents. |
Document versioning supported and described in data room feature set. | |
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Integration with Cloud Storage Connects to services like Google Drive, Dropbox, etc. |
VDR supports integration with third-party storage (e.g., Box, Dropbox, Google Drive). | |
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Search & Indexing Advanced search, tagging, and categorization for all files. |
Search, tagging, and filtering described as VDR core features. | |
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Encryption at Rest & in Transit Ensures industry-standard encryption for all stored and shared documents. |
Industry-standard encryption is integral to Intralinks' value proposition. | |
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Secure Q&A Section Facilitates Q&A between buyers and sellers in a controlled environment. |
Secure Q&A is available for buy/sell-side communication in Intralinks data rooms. | |
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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
(10 Yes /10 Known /11 Possible features)
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Acquirer Database Centralized repository for potential acquirers, partners, and interested parties. |
Acquirer/buyer database capability is described for VC and PE portfolio exit planning workflows. | |
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Engagement Tracking Logs interactions, outreach, and deal progress for each acquirer. |
Engagement and activity tracking included in acquirer module as described by solution brief. | |
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Interest Scoring Scores each acquirer's likelihood to proceed based on configurable criteria. |
Interest scoring based on buyer response and engagement is mentioned in product features. | |
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Pipeline Visualization Visualizes the acquisition funnel and acquirer engagement status. |
Pipeline visualization and progress tracking are part of CRM/acquisition modules. | |
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Contact & Relationship Management Stores key points of contact, notes, and relationship histories. |
The suite includes relationship/contact tracking and history logs. | |
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Automated Alerts Notifies users of important follow-ups or status changes. |
Automated alerts and activity notifications are referenced for both acquirers and internal users. | |
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Document Sharing for Acquirers Enables permission-based document distribution to interested buyers. |
Share permissions and document sharing for acquirers is a key Intralinks feature. | |
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Bulk Import/Export Allows importing and exporting acquirer lists and associated data. |
Bulk import/export of contacts/acquirers described in documentation. | |
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Tagging & Segmentation Segment acquirers by industry, location, strategic/financial, etc. |
Segmentation and tag filtering of buyers/acquirers is described. | |
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Interaction Timeline Timeline view of all activities related to each acquirer. |
Interaction timeline/view for each acquirer referenced in CRM capability. | |
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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.). |
Integration with Salesforce and other CRMs referenced as supported integration. | |
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Portfolio Management Integration Syncs with existing portfolio management software. |
Portfolio system integration referenced in solution architecture. | |
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Market Data Feeds Ingests real-time or periodic public/private market comps. |
Market data feeds (for comps and benchmarking) integrated as part of market intelligence module. | |
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API Access Open API for custom integrations and data extraction. |
API support is discussed in developer documentation and solution overview. | |
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Single Sign-On (SSO) Supports federated identity standards (SAML, OAuth, etc.). |
Single Sign-On (SSO) supported for enterprise customers via SAML and OAuth. | |
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Data Export Exports data in multiple formats (CSV, XLSX, PDF, etc.). |
Multiple export formats for reporting and data export described. | |
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Webhook Support Triggers workflow automations on data changes. |
Webhook support for workflow automation referenced in API and developer materials. | |
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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. |
Dashboard customization tools included in the reporting suite. | |
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Automated Scheduled Reports Sends periodic exit scenario, progress, and due diligence reports automatically. |
Automated preparation and delivery of scheduled investor and portfolio reports is described. | |
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Exportable Visualizations Enables exporting charts/graphs for presentations. |
Charts and graphs export for presentations is featured. | |
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Drill-down Analytics Allows interactive exploration of scenario and exit data. |
Drill-down/interactivity referenced in dashboard analytics. | |
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Benchmarking Analytics Compares performance to peer funds or industry exit averages. |
Benchmark reports comparing performance to industry peers described in investor reporting. | |
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Real-Time Updates Dashboards update as data changes. |
Real-time dashboards and scenario update notifications referenced. | |
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Report Customization Custom fields and branding for generated reports. |
Report customization (fields, branding, content) cited as available. | |
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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/permissioning highlighted in security and admin 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.). |
Privacy compliance features (GDPR/CCPA) are present at enterprise/Intralinks level. | |
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Multi-factor Authentication (MFA) Enforces multi-step user authentication. |
MFA is part of platform's compliance and security configuration for all users. | |
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End-to-End Encryption Protects data both in transit and at rest. |
End-to-end encryption described in security documentation. | |
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Audit Trail Comprehensive tracking of all user and admin actions. |
Intralinks features a comprehensive audit trail for document and user activity. | |
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Third-Party Security Certifications SOC2, ISO 27001, or equivalent certifications. |
Intralinks maintains SOC2 Type 2 and ISO 27001 certifications. | |
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Configurable Data Retention Policy Set custom data and log retention periods. |
Configurable retention periods offered for documents/logs. | |
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Incident Response Automation Automated alerting and workflow for security breaches. |
Incident response and breach alerts described as automated platform response in support docs. |
Workflow Automation & Collaboration
(7 Yes /7 Known /8 Possible features)
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Deal Pipeline Automation Automates stage advancement and reminders in the exit process. |
Deal pipeline processes are partially automated via stage alerts and workflow triggers. | |
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Task Management Assigns and tracks responsibilities, deadlines, deliverables. |
Task management with deadlines and progress tracking supported. | |
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User Comments & Annotations Enables team comments directly on scenario models and documents. |
Collaboration with comments/annotations on documents and models is supported. | |
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Internal Chat/Messaging Allows for contextual team discussions in-platform. |
Internal team chat/messaging in-app available in platform. | |
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Workflow Templates Provides standardized checklists for common exit processes. |
Workflow templates for common processes included in product onboarding. | |
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Approval Workflows Routes important documents and decisions for approval. |
Document approval workflow is described in exit and diligence use cases. | |
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Notifications & Alerts Delivers reminders and activity alerts to users. |
Notifications and alerts available across scenario, document, and workflow activities. | |
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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 workspace layouts are described. | |
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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 access is available through responsive web and iOS/Android apps. | |
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Accessible Design Compliance with accessibility standards (WCAG, etc.). |
Intralinks platform claims compliance with WCAG/ADA accessibility standards. | |
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Onboarding & Tutorials Guided onboarding and in-app help for new users. |
Guided onboarding and tutorials are delivered by both product and customer success. | |
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User Custom Fields Add custom data fields to records, scenarios, etc. |
Custom fields/attributes are possible in user and company profile configuration. | |
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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 offered to all clients, as described across sales and help pages. | |
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Dedicated Account Manager Assigned success manager for client engagement. |
Dedicated account managers are assigned for all enterprise clients. | |
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Live Chat Support On-demand in-app or web chat help. |
Live chat support (in-app and web) is part of customer service offering. | |
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Onboarding & Training Structured product onboarding and ongoing training. |
Structured onboarding and on-demand/live training are part of implementation and support. | |
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Uptime Guarantee SLA-backed platform uptime. |
Uptime guarantee (typically 99.9% or higher) included in service-level agreements. | |
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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 and visible in admin configuration. | |
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White-labeling/Branding Customize platform appearance with own branding. |
Branding/white-labeling options are available for client portals and documents. | |
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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 templates available in reporting/analytics configuration. | |
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Flexible Data Model Allows for adding/removing fields from key objects (companies, acquirers, scenarios, etc.). |
Flexible data model (adding/removing fields) is supported in portfolio/acquirer objects. | |
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Custom Integration Hooks Supports custom integrations with proprietary internal systems. |
Custom integration hooks supported for proprietary systems, per developer documentation. |
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