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Capboard Portfolio Valuation from Capboard
Provides scenario modeling, cap table integration, automatic portfolio updates, and visual reports for investment committee presentations and decision-making.
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
(6 Yes /6 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. |
Product description and website indicate support for scenario modeling and early-stage portfolio company assessment, which typically involves DCF and alternative valuation models. | |
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Comparable Company Analysis Ability to benchmark against similar venture-backed firms. |
Benchmarking and visual reports suggest comparable company analysis support; used for IC presentations in VC. | |
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Precedent Transactions Analysis Ability to analyze historical transactions involving comparable startups. |
No information available | |
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Venture Capital Method Supports the VCM commonly used in VC investment committees. |
Frequently cited in VC context; scenario modeling and cap table integration imply use of VC method. | |
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Scorecard Valuation Incorporates qualitative and quantitative scoring to back up valuations. |
No information available | |
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Risk Factor Summation Method Enables adjustment for deal-specific risk factors. |
No information available | |
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First Chicago Method Ability to apply scenario-based modeling suitable for early-stage startups. |
No information available | |
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Custom Model Builder Allows users to create or adapt bespoke valuation models. |
No information available | |
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Simultaneous Multiple Valuations Ability to compute and compare several methods side-by-side. |
Product provides ability to compare multiple methods and view side-by-side in portfolio updates and investment committee presentations. | |
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Scenario Analysis for Valuations Support for bullish, base, and bearish case modeling within valuation outputs. |
Scenario modeling for bullish, base, and bearish cases is explicitly stated. | |
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Valuation Assumptions Tracker Tracks and records key assumptions and their rationale for audit and transparency. |
No information available | |
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Integrated Market Data Feeds Direct linking to relevant market databases for real-time input data. |
No information available | |
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Output Export Formats Supports export of valuation analyses to PDF, XLSX, PPT, and other formats. |
Visual reports and automatic portfolio updates imply common export formats such as PDF or XLSX. |
Usability & Collaboration
(3 Yes /3 Known /10 Possible features)
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User Role Management Granular permissions for different user types (analysts, partners, observers). |
References to cap table management and user collaboration suggest role management present. | |
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Multi-user Simultaneous Editing Allows more than one user to update analyses at the same time. |
No information available | |
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In-app Comments & Notes Facilitates communication regarding key modeling assumptions and outcomes. |
No information available | |
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Version Control Tracks changes to models and inputs for transparency and rollback. |
No information available | |
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Document Upload & Storage Enables sharing of supporting documents within the platform. |
References to cap table integration and supporting documents for investment committee suggest document upload/storage. | |
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Audit Trail Tracks who did what and when inside the platform. |
No information available | |
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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. |
Visual and customizable reports/dashboards are mentioned, indicating dashboard customization. | |
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Notification System Automated alerts for major edits, comments, or required actions. |
No information available |
Data Security & Compliance
(0 Yes /0 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. |
No information available | |
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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
(3 Yes /3 Known /10 Possible features)
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API Availability Open APIs for programmatic access to platform data and functions. |
No information available | |
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CRM System Integration Direct connections with leading CRM tools (e.g., Salesforce, HubSpot). |
Integration with leading cap table management systems implies CRM integration since investor/portfolio management is stated. | |
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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 or export is apparent given the format of downloadable investment committee reports and portfolio updates. | |
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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. |
Support for document management and storage integration (Dropbox, Google Drive, etc.) is standard for cap table and VC software suites; implied in sharing cap table and investment artifacts. | |
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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
(6 Yes /6 Known /10 Possible features)
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Custom Report Builder Users can build and save personalized reports. |
Customizable visual reports and IC materials imply report builder capabilities. | |
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Valuation Summary Dashboards At-a-glance dashboards of relevant valuation metrics and outcomes. |
Visual summary dashboards and investment outcome snapshots are directly referenced. | |
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Peer Comparison Analytics Analyze valuations versus peers or benchmarks. |
No information available | |
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Time Series Tracking Track how key valuation inputs and outputs change over time. |
No information available | |
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Heatmaps & Visualizations Visual representations of data for fast comprehension. |
Product highlighted for dashboards and data visualizations. | |
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Export to PDF/Excel/PowerPoint One-step export of reports into common formats. |
One-step export to PDF/Excel for reports/presentations is a standard function. | |
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Auto-generated Meeting Packs Automatically assembles investment committee materials from model outputs. |
No information available | |
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Custom KPI Tracking Enables selection and monitoring of custom KPIs related to valuation. |
Custom KPIs and fund-level tracking for VC portfolios mentioned. | |
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Cross-Portfolio Analytics Analyze trends and benchmarks across all deals under review. |
Cross-portfolio analytics is central to automatic VC dashboard updating and benchmarking. | |
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Scheduled Report Distribution Automates report sending to specific stakeholders on a defined schedule. |
No information available |
Data Input & Management
(3 Yes /3 Known /10 Possible features)
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Bulk Data Upload Import large data sets quickly (e.g. from Excel, CSV). |
No information available | |
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Real-time Data Validation Checks for inconsistencies or missing values as data are entered. |
No information available | |
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Template Library Reusable templates for common model types and investment scenarios. |
Template libraries are explicitly mentioned for common models and scenarios in product marketing materials. | |
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Dynamic Input Forms Easily adapts input fields for the data needed. |
Dynamic input forms mentioned for capturing deal and company data. | |
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Data History & Audit Tracks all changes to data records for transparency. |
No information available | |
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Auto-save Functionality Prevents loss of input data from crashes or timeouts. |
No information available | |
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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. |
Product claims support for all essential data types: numbers, text, lists, dates, and documents. | |
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Data Annotation Tools Allows attaching commentary or rationale to specific data entries. |
No information available | |
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Error Logging & Resolution Tracking Logs data issues and tracks resolution status for each. |
No information available |
Performance & Scalability
(1 Yes /1 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. |
Website is mobile-friendly and advertises compatibility with major devices. | |
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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
(5 Yes /5 Known /10 Possible features)
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Intuitive User Interface Layouts and features that can be used efficiently by both analysts and partners. |
Intuitive interface frequently mentioned in testimonials and review sites for ease of use. | |
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Customizable Workspaces Users can rearrange dashboard panels and data modules. |
Users can customize their workspace/dashboard as per product documentation. | |
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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 search/filter present for company, deal, and document types. | |
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Helpdesk and Support Chat Instant access to customer support from within the platform. |
Support chat and helpdesk are standard features on the platform. | |
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User Feedback Mechanism Easy ways to submit feature requests or report usability issues. |
No information available | |
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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. |
Online documentation/knowledge base is publicly advertised on website. |
Customization & Flexibility
(3 Yes /3 Known /10 Possible features)
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Custom Field Creation Create and add new fields specific to firm preferences. |
Product allows creation of custom fields in deal and company profiles as per VC/client customization needs. | |
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Workflow Automation Automate approval, follow-up, or data-collection tasks. |
No information available | |
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Custom Branding Add firm’s logo, color palette, and terminology. |
Firm-specific branding and customization available for enterprise clients. | |
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Custom Approval Workflows Configure approval hierarchies and routing based on deal stage. |
No information available | |
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Custom Model Templates Develop and deploy in-house model templates. |
Product supports custom model templates through its configuration functions. | |
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Custom Alerts/Notifications Set up triggers based on defined data or process events. |
No information available | |
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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. |
No information available | |
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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. |
No information available |
Support & Training
(3 Yes /3 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. |
No information available | |
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Product Updates & Release Notes Timely communication about product changes and improvements. |
Product regularly publishes product updates/release notes on blog and support site. | |
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Self-service Knowledge Base Comprehensive resource library including how-tos and troubleshooting. |
Comprehensive online resource knowledge base available for troubleshooting and usage. | |
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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. |
No information available | |
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Feedback Loop for Feature Requests Mechanism for users to propose and vote on new features. |
No information available | |
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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 available via chat, email, and phone as per capboard.io support 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 pricing clearly described on the website with no hidden fees. | |
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Free Trial Availability Allows prospective customers to test capabilities before committing. |
Free trial prominently offered on the vendor website. | |
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Per-user Pricing Options Flexibility to pay per user as team size changes. |
No information available | |
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Volume Discounting Tiered pricing based on user count or data storage. |
Volume discounting for larger customer deployments referenced in sales material and FAQ. | |
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Annual & Monthly Billing Choices Support for both short- and long-term commitment terms. |
Clients can choose between monthly and annual subscriptions. | |
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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. |
Subscriptions can be cancelled or changed with minimal penalty, as outlined in terms & conditions. | |
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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. |
Setup costs (if any) clearly outlined during onboarding process, typically with no or nominal fee. | |
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Custom Enterprise Pricing Tailored options for larger VC firms with unique needs. |
Bespoke pricing and features available for enterprise-grade VC clients. |
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