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Qval Portfolio Valuation Platform from Qval
Delivers portfolio company monitoring, automated financial data imports, scenario and waterfall modeling, and support for investment committee presentations in VC and PE.
Product analysis by function
Valuation Modeling Platforms for Investment Committee
Specialized tools for determining appropriate valuations using multiple methodologies relevant to venture-stage companies with limited operating history.
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Valuation Methodologies Support
(13 Yes /13 Known /13 Possible features)
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DCF (Discounted Cash Flow) Model Support for discounted cash flow valuation modeling, even with limited historic data. |
Qval explicitly lists support for DCF modeling for early-stage companies in platform documentation. | |
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Comparable Company Analysis Ability to benchmark against similar venture-backed firms. |
Marketing materials mention benchmarking capabilities, indicating Comparable Company Analysis support. | |
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Precedent Transactions Analysis Ability to analyze historical transactions involving comparable startups. |
Precedent Transactions Analysis noted as possible for historical deal analysis in feature summaries. | |
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Venture Capital Method Supports the VCM commonly used in VC investment committees. |
VC Method is cited as a supported valuation methodology in Qval platform overview. | |
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Scorecard Valuation Incorporates qualitative and quantitative scoring to back up valuations. |
Scorecard approaches referenced for startup valuation justifications. | |
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Risk Factor Summation Method Enables adjustment for deal-specific risk factors. |
Risk Factor Summation available for scenario/risk-adjusted modeling (per documentation). | |
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First Chicago Method Ability to apply scenario-based modeling suitable for early-stage startups. |
Platform supports scenario-based modeling (First Chicago referenced for early-stage cases). | |
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Custom Model Builder Allows users to create or adapt bespoke valuation models. |
Qval allows creation of custom valuation models as per user-defined rules. | |
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Simultaneous Multiple Valuations Ability to compute and compare several methods side-by-side. |
Scenario and comparative modeling can be run side-by-side (per screenshots and user guide). | |
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Scenario Analysis for Valuations Support for bullish, base, and bearish case modeling within valuation outputs. |
Scenario analysis, including bullish/base/bear, is a documented feature. | |
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Valuation Assumptions Tracker Tracks and records key assumptions and their rationale for audit and transparency. |
Qval tracks rationale for assumptions to ensure auditability of valuations. | |
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Integrated Market Data Feeds Direct linking to relevant market databases for real-time input data. |
Financial data imports and market feeds are described as platform features. | |
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Output Export Formats Supports export of valuation analyses to PDF, XLSX, PPT, and other formats. |
Multiple export formats mentioned, such as PDF and Excel. |
Usability & Collaboration
(8 Yes /8 Known /10 Possible features)
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User Role Management Granular permissions for different user types (analysts, partners, observers). |
User roles and permissions management specified for analyst/partner levels. | |
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Multi-user Simultaneous Editing Allows more than one user to update analyses at the same time. |
Collaborative editing (multi-user) described for workflow and analysis. | |
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In-app Comments & Notes Facilitates communication regarding key modeling assumptions and outcomes. |
Commenting system listed as supporting in-app notes and discussions. | |
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Version Control Tracks changes to models and inputs for transparency and rollback. |
Version control referenced for tracking model changes and audit trails. | |
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Document Upload & Storage Enables sharing of supporting documents within the platform. |
Qval allows uploading and sharing documents within deal workspaces. | |
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Audit Trail Tracks who did what and when inside the platform. |
Comprehensive audit traceability built into collaboration tools. | |
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Presentation Mode Switch to a streamlined view for displaying models in meetings. |
No information available | |
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Task Assignment & Tracking Assign follow-ups and actions to team members within the workflow. |
No information available | |
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Dashboard Customization Users can modify data displays according to their preferences. |
Dashboard and reporting views are described as customizable as per user or team. | |
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Notification System Automated alerts for major edits, comments, or required actions. |
Notification and alerting systems included for deal status and team mentions. |
Data Security & Compliance
(1 Yes /1 Known /10 Possible features)
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End-to-end Encryption Data is encrypted at rest and in transit. |
No information available | |
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Multi-factor Authentication Enhances access control through additional login security. |
No information available | |
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Single Sign-On (SSO) Supports SSO across multiple internal systems. |
No information available | |
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SOC 2 Compliance Adheres to leading standards for controls around security, availability, processing integrity, confidentiality, and privacy. |
No information available | |
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Permissioned Data Access Controls and audits on who can access specific sensitive data. |
The platform advertises detailed permissions and sensitive data controls. | |
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Data Residency Options Support for storage in specific geographic locations for regulatory compliance. |
No information available | |
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GDPR Compliance Platform conforms to GDPR and similar data privacy laws. |
No information available | |
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Regular Security Audits Routine reviews and penetration tests for data security. |
No information available | |
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Data Backup Frequency How often automated backups are taken to safeguard data. |
No information available | |
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Data Retention Periods Configurable retention windows for sensitive documents and records. |
No information available |
Integration Capabilities
(2 Yes /2 Known /10 Possible features)
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API Availability Open APIs for programmatic access to platform data and functions. |
Qval offers API-based exports and programmatic access for integrations. | |
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CRM System Integration Direct connections with leading CRM tools (e.g., Salesforce, HubSpot). |
No information available | |
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Portfolio Management Tool Integration Supports handoff of approved deals to downstream tracking systems. |
No information available | |
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Excel Add-In/Plugin Ability to push/pull data to Excel sheets for custom workflows. |
Excel add-in and plugin capability confirmed for data import/export. | |
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Calendar Integration Links to calendar apps for scheduling committee meetings, reviews, and deadlines. |
No information available | |
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BI Tool Integration Can integrate with business intelligence platforms (e.g., Tableau, Power BI). |
No information available | |
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SSO with Internal User Directories Supports Active Directory/Okta/Google Workspace SSO. |
No information available | |
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Document Management System Integration Links to systems like Dropbox, Box, Google Drive, or SharePoint. |
No information available | |
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Email Integration Can sync analyses and comments with email workflows. |
No information available | |
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Integration Marketplace Support for plug-and-play addition of new integrations to third-party systems. |
No information available |
Analytics & Reporting
(8 Yes /8 Known /10 Possible features)
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Custom Report Builder Users can build and save personalized reports. |
Qval advertises a custom report builder for exporting and designing tailored analysis. | |
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Valuation Summary Dashboards At-a-glance dashboards of relevant valuation metrics and outcomes. |
Portfolio dashboards show at-a-glance valuation summaries and key metrics. | |
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Peer Comparison Analytics Analyze valuations versus peers or benchmarks. |
Peer comparison analytics discussed in context of benchmarking tools. | |
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Time Series Tracking Track how key valuation inputs and outputs change over time. |
Time series tracking is visible in valuation input/output histories. | |
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Heatmaps & Visualizations Visual representations of data for fast comprehension. |
Several data visualization tools such as heatmaps are presented within dashboards. | |
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Export to PDF/Excel/PowerPoint One-step export of reports into common formats. |
Exports to multiple formats, including PowerPoint and Excel, is advertised. | |
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Auto-generated Meeting Packs Automatically assembles investment committee materials from model outputs. |
Automated meeting pack generation mentioned for investment committee prep. | |
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Custom KPI Tracking Enables selection and monitoring of custom KPIs related to valuation. |
Custom KPI tracking is possible through tailored report and dashboard fields. | |
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Cross-Portfolio Analytics Analyze trends and benchmarks across all deals under review. |
No information available | |
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Scheduled Report Distribution Automates report sending to specific stakeholders on a defined schedule. |
No information available |
Data Input & Management
(8 Yes /8 Known /10 Possible features)
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Bulk Data Upload Import large data sets quickly (e.g. from Excel, CSV). |
Bulk data upload from Excel/CSV is demonstrated in data import guides. | |
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Real-time Data Validation Checks for inconsistencies or missing values as data are entered. |
Data validation during financial data import is part of onboarding process. | |
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Template Library Reusable templates for common model types and investment scenarios. |
No information available | |
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Dynamic Input Forms Easily adapts input fields for the data needed. |
Flexible and dynamic data input/adaptation features documented for custom modeling. | |
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Data History & Audit Tracks all changes to data records for transparency. |
Data histories with audit trails supported for all import and manual input data. | |
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Auto-save Functionality Prevents loss of input data from crashes or timeouts. |
Qval provides auto-save and recovery for data input sessions. | |
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Data Import Speed Speed at which external data can be fully processed. |
No information available | |
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Input Data Types Supported Handles all common types: numeric, dates, text, lists, documents. |
Handles standard and custom data types as advertised on site. | |
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Data Annotation Tools Allows attaching commentary or rationale to specific data entries. |
Users can annotate data inputs with contextual commentary. | |
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Error Logging & Resolution Tracking Logs data issues and tracks resolution status for each. |
Error logging and data issue tracking included in platform support documentation. |
Performance & Scalability
(0 Yes /0 Known /10 Possible features)
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Concurrent User Capacity Number of users the system can support simultaneously without performance lag. |
No information available | |
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Model Calculation Speed Time required to process typical valuation models. |
No information available | |
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Scalable Storage Capacity Total available storage that can be scaled with needs. |
No information available | |
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99.9% Uptime Guarantee Commitment to uptime reliability for uninterrupted access. |
No information available | |
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Load Balancing Automatically adjusts resources to prevent slowdowns at peak demand. |
No information available | |
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Geographically Distributed Hosting Use of multiple data centers to enhance access speed globally. |
No information available | |
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Auto-scaling Infrastructure System auto-scales compute resources with demand. |
No information available | |
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Mobile Device Compatibility Optimized for use on tablets and smartphones. |
No information available | |
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Custom Performance Reporting Tracks and reports key system performance metrics. |
No information available | |
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API Rate Limits Defines how many API requests can be processed within a specific period. |
No information available |
User Experience & Accessibility
(6 Yes /6 Known /10 Possible features)
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Intuitive User Interface Layouts and features that can be used efficiently by both analysts and partners. |
The platform is promoted as intuitive and suitable for both analysts and partners. | |
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Customizable Workspaces Users can rearrange dashboard panels and data modules. |
Workspace/panel layout customization offered for firm and user preference. | |
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Accessibility (ADA/WCAG) Compliance Supports users with visual, motor, or other impairments. |
No information available | |
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Multi-language Support User interface available in multiple languages. |
No information available | |
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Guided Walkthroughs & Tutorials Built-in help tools to onboard new users quickly. |
No information available | |
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Advanced Search Functionality Fast, granular search/filter across all platform content. |
Advanced document, workflow, and analytics search/filtering available. | |
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Helpdesk and Support Chat Instant access to customer support from within the platform. |
In-app helpdesk and chat support described for user assistance. | |
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User Feedback Mechanism Easy ways to submit feature requests or report usability issues. |
User feedback and product suggestion mechanism is present. | |
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Shortcuts & Keyboard Navigation Productivity enhancements for power users. |
No information available | |
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Documentation Portal Comprehensive product knowledge base accessible 24/7. |
The documentation portal is advertised as a core support tool. |
Customization & Flexibility
(8 Yes /8 Known /10 Possible features)
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Custom Field Creation Create and add new fields specific to firm preferences. |
Custom field creation for firm-specific data is highlighted in product materials. | |
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Workflow Automation Automate approval, follow-up, or data-collection tasks. |
Workflow and process automation are promoted among available tools. | |
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Custom Branding Add firm’s logo, color palette, and terminology. |
Custom branding available, including logo and theme settings. | |
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Custom Approval Workflows Configure approval hierarchies and routing based on deal stage. |
Approval chains and routing can be configured according to process stage. | |
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Custom Model Templates Develop and deploy in-house model templates. |
In-house model templates can be developed and deployed by users. | |
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Custom Alerts/Notifications Set up triggers based on defined data or process events. |
Custom alert and notification triggers featured in platform workflow tools. | |
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Scripting or Macro Support Enable user-generated automation or calculation scripts. |
No information available | |
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Field-level Permissions Control viewing and editing rights for specific data fields. |
Field-level permissions for sensitive data management are provided. | |
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Plug-in/Extension Marketplace Easily add extra features from a curated library. |
No information available | |
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Configurable Deal Stages Adapt the investment process to the firm’s unique pipeline. |
Pipeline process stages are configurable for investment workflows. |
Support & Training
(5 Yes /5 Known /10 Possible features)
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24/7 Support Availability Round-the-clock support to accommodate global teams and urgent issues. |
No information available | |
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Dedicated Account Manager Assigned specialist for onboarding and ongoing relationship. |
No information available | |
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On-demand Training Sessions Ability to schedule and review training sessions on product features and use cases. |
On-demand training and onboarding are available via vendor support. | |
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Product Updates & Release Notes Timely communication about product changes and improvements. |
No information available | |
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Self-service Knowledge Base Comprehensive resource library including how-tos and troubleshooting. |
Self-service knowledge resources are highlighted on the support site. | |
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Community Forum Peer-to-peer Q&A and sharing of best practices. |
No information available | |
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In-app Guided Assistance Step-by-step instructions available directly within the platform. |
In-app guides/assist available during onboarding and model creation. | |
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Feedback Loop for Feature Requests Mechanism for users to propose and vote on new features. |
Feature request and feedback loop accessible via user dashboard. | |
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Regular Webinars Scheduled sessions on advanced and new product features. |
No information available | |
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Multi-channel Support (chat, email, phone) Multiple avenues for support as per user preference. |
Support is reachable through chat, email, and phone as per vendor contact page. |
Cost & Commercial Terms
(7 Yes /7 Known /10 Possible features)
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Transparent Pricing Clear, up-front pricing with no hidden fees. |
Transparent and itemized pricing available on website and datasheets. | |
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Free Trial Availability Allows prospective customers to test capabilities before committing. |
30-day free trial listed for qualified firms. | |
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Per-user Pricing Options Flexibility to pay per user as team size changes. |
Per-user pricing is an available option in the commercial proposal. | |
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Volume Discounting Tiered pricing based on user count or data storage. |
No information available | |
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Annual & Monthly Billing Choices Support for both short- and long-term commitment terms. |
Monthly and annual billing cycles supported according to sales information. | |
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Upfront vs. Usage-based Billing Option to pay in advance or according to actual system usage. |
No information available | |
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Contract Termination Flexibility Ability to cancel or modify subscription with minimal penalty. |
Subscription can be cancelled/modified per clear refund and termination policy. | |
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Service Level Agreements (SLA) Provider offers SLA guarantees for uptime and support responsiveness. |
No information available | |
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Onboarding/Setup Fees Clarity about any one-time costs for deployment. |
Onboarding/setup fees disclosed in pricing sheet; clarity on one-time costs. | |
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Custom Enterprise Pricing Tailored options for larger VC firms with unique needs. |
Enterprise pricing tiers available for large AUM/multi-user customers. |
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