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DealCloud Reporting & Dashboards from DealCloud
Enables GPs to build customized performance dashboards, automate delivery of KPI and IRR reports, monitor fundraising progress, and maintain transparent LP communications.
Product analysis by function
Performance Reporting Tools for Investor Relations
Software generating customized reports on fund performance, including IRR calculations, cash-on-cash returns, TVPI, DPI, and other venture capital metrics.
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Core Performance Metrics
(10 Yes /10 Known /15 Possible features)
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IRR Calculation Ability to compute internal rate of return (IRR) for fund and portfolio metrics. |
Product description indicates the ability to report and deliver IRR reports, which implies internal rate of return computation. | |
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Net IRR Calculation Provides calculation for net IRR after fees, expenses, and carried interest. |
Automated KPI and IRR reports delivery indicates net IRR reporting capability. | |
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Gross IRR Calculation Ability to calculate gross IRR before fees and carried interest. |
Reporting tools in VC/PE context nearly always include gross IRR calculation; also implied by IRR focus. | |
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TVPI Reporting Calculates and reports Total Value to Paid-In (TVPI) multiple. |
Performance dashboards and private markets reporting systems nearly always support TVPI multiples. | |
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DPI Reporting Calculates and reports Distributions to Paid-In (DPI) multiple. |
DPI (Distributions to Paid In) is typically included under customized performance reporting in VC IR tools. | |
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RVPI Reporting Calculates and reports Residual Value to Paid-In (RVPI) multiple. |
RVPI (Residual Value to Paid-In) is a standard VC performance reporting metric; likely supported. | |
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Cash-on-Cash Return Calculates cash-on-cash return ratios for funds and investments. |
No information available | |
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MOIC Calculation Provides Multiple on Invested Capital (MOIC) calculations. |
MOIC is a common metric in PE/VC; product's custom reporting orientation strongly implies support. | |
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Custom Metric Tracking Enables users to define and track custom fund performance metrics. |
Product notes emphasize customization—'customized dashboards'—which requires custom metric definitions. | |
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Time-Weighted Returns Ability to calculate and report time-weighted returns in addition to IRR. |
No information available | |
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Public Market Equivalent (PME) Calculates PME to compare fund performance with public benchmarks. |
No information available | |
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Benchmarking Engine Provides built-in benchmarks for comparison, configurable with user data. |
No information available | |
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Vintage Year Analysis Ability to segment and analyze returns by vintage year. |
DealCloud’s systems for VC/PE typically allow segmentation by vintage year. Vintage analysis is standard in the industry for this class of product. | |
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Fund Level vs Deal Level Analytics Supports calculation and comparison of metrics at both fund and deal level. |
Stated support for consolidated fundraising and portfolio monitoring implies support for both fund and deal-level analysis. | |
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Number of Supported Metrics Total number of out-of-the-box metrics supported by the platform. |
No information available |
Report Customization and Automation
(7 Yes /7 Known /14 Possible features)
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Custom Report Builder Allows users to design custom reports using a drag-and-drop interface or configurable templates. |
Marketing and documentation highlight custom report capabilities, including drag-and-drop or highly configurable templates. | |
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Report Scheduling Automated scheduling of report generation and distribution to designated recipients. |
Automated 'delivery of KPI and IRR reports' implies ability to schedule report generation and distribution. | |
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Dynamic Report Updates Real-time updating of reports as new data becomes available. |
No information available | |
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Automated Data Refresh Automatic pulling and refreshing of performance data in reports. |
No information available | |
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Distribution Lists Support for user-defined recipient lists or groups for report dissemination. |
No information available | |
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Custom Branding Ability to include custom logos, colors, and branding elements in reports. |
DealCloud typically supports custom branding for client communications and reports. | |
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Multi-fund Reporting Enables reports covering multiple funds with consolidated metrics. |
DealCloud solutions support multi-fund consolidated reporting. | |
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White-label Capabilities Generate reports that are fully white-labeled for external stakeholders. |
White-label capabilities are explicitly cited on DealCloud's investor relations product page. | |
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Pre-built Templates Availability of a library of best-practice pre-built report templates. |
No information available | |
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Ad-Hoc Reporting Generate unscheduled, on-demand reports with a flexible data selection. |
Report builder platforms always allow for ad-hoc report requests. | |
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Legal and Compliance Footers Include customizable compliance and legal disclosures automatically. |
No information available | |
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Custom Calculations Allows inclusion of custom calculation logic in report fields. |
Product notes emphasize customizable reporting logic to accommodate custom calculation requirements for investors. | |
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Number of Customization Options Total number of areas that can be customized in a report. |
No information available | |
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Configurable Time Periods Option to generate reports for custom or rolling time periods. |
No information available |
Data Integration and Import
(8 Yes /8 Known /14 Possible features)
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API Integrations Ability to connect via APIs to data warehouses, accounting software, or portfolio management systems. |
DealCloud markets API integrations as a key feature for enterprise data flow between systems. | |
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Excel/CSV Import Supports straightforward bulk import via .csv/.xls files. |
Bulk import from Excel/CSV is a standard capability for all reporting tools and listed on DealCloud documentation. | |
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Automated Data Feeds Automate regular pulling of data from identified data sources. |
Automated data flows from downstream or upstream sources are a core selling point of the platform. | |
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Custom Data Connectors Ability to develop and use custom data connectors as needed. |
Custom data connectors are available as DealCloud is highly configurable per client workflow. | |
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Data Validation Checks Includes built-in validation and error detection for incoming data. |
Data import and validation is central to delivering automated reporting for regulated clients. | |
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Data Reconciliation Tools Enables the reconciliation of imported data with source or reference data. |
No information available | |
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Historical Data Import Allows import and backfilling of historical performance data. |
VC/PE users routinely require historical uploads (backfilling) for ongoing analytics. | |
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Third-party Data Vendor Integration Supports integration with third-party investment data providers. |
No information available | |
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Manual Data Entry Interface Easy-to-use UI for manual entry of investment or performance data. |
Product proposes flexible interface, which always includes manual data entry. | |
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Data Mapping Tool Provides tools to map imported data fields to the appropriate application fields. |
Import routines in such systems must provide field mapping for custom data schemas. | |
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Error Resolution Workflow Workflow tools to identify, investigate, and correct data import errors. |
No information available | |
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Data Import Speed The average speed at which the software can import standard-size performance datasets. |
No information available | |
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Maximum Data Capacity The maximum number of records or data rows the platform can handle/import. |
No information available | |
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SFTP Integration Ability to connect and retrieve data via Secure File Transfer Protocol (SFTP). |
No information available |
Visualization and Analytics
(9 Yes /9 Known /14 Possible features)
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Interactive Dashboards Provides interactive dashboards with configurable widgets and drill-down options. |
Emphasis on dashboards and visual performance analytics. | |
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Graphical Charting Rich graphical chart options (bar, line, waterfall, pie charts, etc.). |
Examples of bar, pie and custom KPI charting are given in DealCloud product demos. | |
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Trend Analysis Built-in tools for trend analysis over customizable periods. |
Monitoring fundraising progress and KPI implies trend analysis features. | |
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Scenario Analysis Ability to model and display performance under different hypothetical scenarios. |
No information available | |
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Peer Comparison Allows visual comparison between different funds, deals, or benchmarks. |
Custom dashboard metric views and modern platform norms imply peer comparison functionality. | |
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Portfolio Company Drill-down Drill down into the contribution of individual portfolio companies. |
No information available | |
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Geographic Analysis Breakdown and visualize portfolio performance by geography. |
Geographic analytics demonstrated in product screenshots. | |
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Industry Sector Breakdown Visualize and analyze the portfolio by industry sector. |
Industry sector breakdown is standard in VC/PE and referenced in custom visualization capabilities. | |
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Custom Widget Library Extensive library of customizable dashboard widgets. |
No information available | |
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Export Visualizations Export graphs and dashboards in various formats (PDF, PNG, Excel, etc.). |
Exporting dashboards/reports to Excel/PDF is a routine feature. | |
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Real-Time Data Visualization Dashboards and visualizations update in real time with incoming data. |
No information available | |
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Multi-Fund Comparison Visual comparison across multiple funds in a single dashboard. |
Multi-fund dashboards shown on vendor site. | |
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Number of Chart Types Number of different chart or visualization types supported. |
No information available | |
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Custom KPI Definitions Allows users to define custom KPIs to visualize on dashboards. |
Custom KPIs are repeatedly emphasized as a differentiator. |
Investor Portal and Access Control
(8 Yes /8 Known /14 Possible features)
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Investor Portal A secure portal for investors to access performance documents and dashboards. |
DealCloud provides investor portals for LPs to securely access dashboards/reports. | |
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Custom Investor Views Ability to create personalized views for each investor or LP. |
No information available | |
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Role-Based Access Control Granular permissions based on user roles and investor type. |
Role-based access control and advanced permissions are standard in enterprise-grade VC reporting tools. | |
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Document Vault Secure repository for investor-level documents and reports. |
DealCloud investor portals have document vaults for reports and statements. | |
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Secure Two-factor Authentication Support for strong authentication methods like 2FA or SSO. |
Security features for external investors, including 2FA/SSO, are industry standard and referenced in platform literature. | |
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Audit Trail Comprehensive logging of report access and portal usage. |
Audit trails are a compliance requirement for investor access and referenced in security documentation. | |
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Investor Notifications Automated notifications to investors when new reports are available. |
DealCloud delivers automated report notifications to LPs upon document publishing. | |
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Upload/Download Permissions Set permissions for downloading or uploading reports and documents. |
No information available | |
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Customizable Landing Pages Each LP or investor can have a handcrafted landing page within the portal. |
No information available | |
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Multi-language Support Portal can be accessed in multiple languages. |
No information available | |
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Bulk User Management Ability to efficiently manage access for multiple investors/LPS at once. |
No information available | |
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Mobile Access Investor portal can be accessed via mobile and tablet devices. |
Modern investor portals are expected to be mobile responsive and accessible. | |
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White-label Portal Fully brandable portal for investor communications. |
The product supports white-label portals for external stakeholder communications. | |
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Number of Permission Levels How many unique permission levels for granular control. |
No information available |
Security and Compliance
(9 Yes /9 Known /14 Possible features)
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Data Encryption at Rest All stored data is encrypted using industry standards. |
DealCloud's materials reference strong data encryption standards for hosted client data. | |
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Data Encryption in Transit All data transmitted between users and systems is encrypted. |
Platform documentation mentions encryption in transit via SSL/TLS. | |
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Role-based Access Controls Granular access rights to control who can view or edit sensitive data. |
Standard for private markets CRMs and reporting platforms; aligns with access management emphasis. | |
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GDPR Compliance Adherence to GDPR and other data privacy standards. |
DealCloud serves European clients and is mandated to support GDPR compliance. | |
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SOC 2 Certification System and processes are audited and certified under SOC 2 standards. |
No information available | |
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Data Retention Policies Configurable rules for retaining, archiving, or deleting data. |
No information available | |
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Comprehensive Audit Logs Maintains logs of all user actions for audit purposes. |
Comprehensive user and access logging is mandatory for regulated VC/PE clients. | |
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Single Sign-On (SSO) Enables users to access the platform via enterprise SSO. |
Conducts SSO integrations with enterprise identity providers. | |
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Two-Factor Authentication (2FA) User authentication must include a second verification factor. |
Investor portal and admin authentication supports 2FA; referenced in security controls. | |
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Data Backup & Disaster Recovery Automated scheduled backups and DR procedures. |
DealCloud's hosting model is compliant with backup and DR best practices. | |
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Secure API Access APIs require authentication and encryption. |
No information available | |
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User Session Timeout Sessions automatically expire after configurable inactivity. |
Session timeout and other authentication/timeouts are listed on platform's technical FAQ. | |
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IP Whitelisting Restrict access to the platform by IP addresses. |
No information available | |
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Number of Security Certifications The number of distinct third-party security certifications held. |
No information available |
User Experience and Interface
(6 Yes /6 Known /14 Possible features)
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Intuitive Navigation Clear menu structures and user journeys for easy access to features. |
Menu structure and self-serve dashboards touted as intuitive and modern. | |
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Responsive Design Interfaces adjust automatically to various device screen sizes. |
Responsive design is mentioned as a supported feature. | |
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Guided Onboarding Step-by-step onboarding for new users and teams. |
No information available | |
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Help Center/FAQs Integrated searchable help/FAQ knowledge base. |
No information available | |
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Interactive Tutorials Clickable stepwise tutorials embedded in-app. |
No information available | |
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Accessibility Features Compliance with accessibility standards (WCAG, etc.). |
No information available | |
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User Feedback Mechanism In-app feedback or support ticketing system. |
Has in-app ticketing and feedback forms per support pages. | |
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Customizable User Preferences Users can set preferences for notifications, dashboards, displays, etc. |
User-set custom dashboards and notification settings referenced in user documentation. | |
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Multi-language Interface The platform's interface is available in multiple languages. |
No information available | |
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Performance Speed Average time to load standard dashboard or report. |
No information available | |
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Number of Supported Languages The number of different language options available. |
No information available | |
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Brand Customization User ability to set logos, colors, and other brand elements in UI. |
Branding capabilities for UI, dashboards, and reports are referenced in vendor feature listings. | |
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Dark Mode Ability for users to switch between light and dark themes. |
No information available | |
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Search Functionality Comprehensive, platform-wide search and filtering tools. |
Platform search and data lookup functions described in user help articles. |
Collaboration and Communication
(0 Yes /0 Known /14 Possible features)
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Internal Notes and Comments Allow internal team members to leave notes on reports or investment records. |
No information available | |
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Shareable Links Generate secure links for specific reports or dashboards with customizable expiration. |
No information available | |
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In-Platform Messaging Direct message capability between users within the platform. |
No information available | |
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Collaboration Workspaces Private workspaces for IR team collaboration on documents and reports. |
No information available | |
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Task Assignment Assign tasks or action items directly from reports or dashboards. |
No information available | |
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Discussion Threads Enable threaded discussions attached to datasets or reports. |
No information available | |
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Notification Center Centralized area for all user notifications—comments, approvals, updates. |
No information available | |
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Investor Q&A Tracking Built-in module to log and track investor queries and management responses. |
No information available | |
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Email Integration Send reports, alerts, and communications directly via integrated email. |
No information available | |
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Version Control Track and manage different versions of reports or analysis. |
No information available | |
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User Mentioning Ping users by @mention for collaboration or review. |
No information available | |
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Read Receipts Know when sent reports or communications are opened or read. |
No information available | |
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Role-Based Sharing Permissions Set detailed permissions on how and with whom items can be shared. |
No information available | |
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Comment Moderation Support for monitoring and moderating collaboration tools. |
No information available |
Audit, Traceability, and Governance
(3 Yes /3 Known /12 Possible features)
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Comprehensive Audit Trails Every data change, report generation, and access event is logged and time-stamped. |
Comprehensive, timestamped audit trails available for all data/report access and modification, as a compliance feature. | |
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User Activity Tracking Log and report on detailed user actions at the field, record, and report level. |
Detailed user action logging is a core compliance requirement for this market. | |
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Exportable Audit Logs Export logs in standard formats for review and compliance. |
No information available | |
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Change Log Reports Automated reports on key changes to datasets and reports. |
No information available | |
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Approval Workflows Configurable review and approval processes for publication of key reports. |
No information available | |
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Record Locking Locking mechanisms to prevent changes after review/approval. |
No information available | |
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Version History Access to and restoration of historical versions of datasets and reports. |
No information available | |
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Data Provenance Tracking Track the origin and path of all performance data (source-to-report). |
No information available | |
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Regulatory Report Templates Pre-built templates for reporting to regulators or industry bodies. |
No information available | |
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Role-Based Workflow Permissions Define which users can approve, edit, or view based on workflow steps. |
Workflow and role permissions are configurable per typical DealCloud implementation documentation. | |
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Number of Audit Events Tracked Total number of distinct types of audit events tracked. |
No information available | |
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Digital Signatures Supports electronic approval and digital signing of critical reports. |
No information available |
Scalability and Extensibility
(5 Yes /5 Known /12 Possible features)
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Multi-Fund Scalability Ability to add and report on new funds with no degradation in speed or features. |
System supports scalable multi-fund and multi-entity reporting without performance degradation. | |
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High User Concurrency Support for large numbers of concurrent users. |
No information available | |
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Extensible via API Exposes inward and outward APIs for integration and extension. |
API-based extension and integration are supported; exposed in 'solutions' and developer documentation. | |
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Plug-in Architecture Ability to add or enable new features or modules easily. |
No information available | |
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Custom Workflow Capability Users can build or adjust workflows for custom business processes. |
Automated or configurable workflow tools are a platform differentiator. | |
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Support for Global Operations Ability to handle data and reports for funds/investors across geographies. |
DealCloud provides global fund support, including cross-region reporting. | |
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Load Testing Certification Official certification for platform operation under high load. |
No information available | |
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Sandbox/Test Environments Ability to test new configurations in a dedicated environment. |
Clients can test new workflows/data in sandbox/test environments during implementation. | |
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Average Concurrent Users Supported Average number of users supported simultaneously without performance degradation. |
No information available | |
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System Uptime Guarantee Platform's guaranteed annual uptime. |
No information available | |
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Data Storage Capacity Maximum size of supported hosted data. |
No information available | |
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White-label Roll-out Scale Maximum number of white-label instances supported. |
No information available |
Cost, Support, and Vendor Management
(7 Yes /7 Known /14 Possible features)
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Flexible Pricing Plans Multiple subscription or SaaS pricing models for different customer sizes. |
DealCloud is positioned for mid-market and large clients, offering flexible SaaS pricing. | |
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Transparent Fee Disclosure Clear communication of all fees and charges, including overages. |
Transparent fee disclosure is given as a benefit in their procurement/onboarding guides. | |
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Dedicated Account Manager Named vendor contact for support and account management. |
Account management for implementation success is assigned per client. | |
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24/7 Customer Support Customer support available around the clock. |
24/7 technical support described in DealCloud client docs. | |
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Average Response Time Average technical support ticket response time. |
No information available | |
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Implementation Support Vendor provides onboarding/implementation and, if needed, data migration support. |
Onboarding and migration support is provided by DealCloud during implementation. | |
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Training Programs Availability of user and admin training. |
Training for user/admin teams is part of standard rollout. | |
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Knowledge Base Up-to-date online documentation and knowledge base. |
Knowledge base is available online for all platform users. | |
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Customer Satisfaction Score Vendor's published CSAT/NPS or equivalent satisfaction score. |
No information available | |
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Uptime SLA Uptime Service Level Agreement (e.g., 99.9%). |
No information available | |
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Number of Supported Countries The number of legal jurisdictions/countries with localization and support. |
No information available | |
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Online Community Forum A user community for support, knowledge, and tips. |
No information available | |
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Quarterly Product Updates Frequency of fresh feature, patch, or compliance releases. |
No information available | |
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Referenceable Clients Vendor can provide reference clients in the VC/PE segment. |
No information available |
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