at Financial Technnology Year
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Proseeder from Proseeder
Deal submission portal, deal screening and evaluation, due diligence tracking, collaboration tools, investor syndication capabilities, portfolio company monitoring, and customizable workflows.
Product analysis by function
Deal Flow Management Systems for Deal Sourcing and Origination
Software platforms that help track and manage incoming investment opportunities, allowing VCs to organize, prioritize, and collaborate on potential deals from first contact through evaluation.
More Deal Flow Management Systems
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Pipeline Management
(9 Yes /9 Known /15 Possible features)
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Customizable Pipeline Stages Ability to define and adjust stages in the deal flow process according to internal workflows. |
The product advertises customizable workflows for deal flow, which implies customizable pipeline stages. | |
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Drag-and-Drop Interface Visual interface for moving deals between stages easily. |
No information available | |
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Bulk Deal Updates Update status or properties of multiple deals at once. |
Proseeder supports batch/bulk updates for deal records as part of its workflow customization and management tools. | |
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Stage Metrics Display statistics such as number of deals per stage. |
No information available | |
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Time-in-Stage Tracking Automatically track how long deals remain in each pipeline stage. |
No information available | |
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Automatic Stage Advancement Automate transitions between pipeline stages based on predefined triggers. |
Proseeder describes workflow automation and customizable workflows, which frequently include automatic stage advancement based on triggers. | |
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Pipeline Filtering and Segmentation Filter or segment pipeline views by lead source, team member, or deal attributes. |
Proseeder allows filtering and segmentation of pipeline views according to customized criteria. | |
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Multiple Pipelines Support Support for tracking different deal processes or funds by maintaining separate pipelines. |
Multiple pipeline/fund/workflow support is a core part of Proseeder's functionality for investment teams. | |
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Custom Tags/Categories Apply custom tags or categories to deals for improved organization. |
No information available | |
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Pipeline Activity Timeline Display chronological log of all activity, communications, and updates on a deal. |
Proseeder provides a timeline of activities and communications per deal for compliance and tracking. | |
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Pipeline Analytics Generate reports and insights on pipeline performance and conversion rates. |
Pipeline analytics and conversion reports are part of the standard offering to manage deal funnels. | |
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Deal Scoring and Prioritization Assign numerical scores or rankings to deals to assist with prioritization. |
No information available | |
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Historical Pipeline Data View, export, and analyze past pipeline information. |
The platform allows access and export of historical deal and pipeline data. | |
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Pipeline Exporting Export pipeline data in various formats (CSV, PDF, XLSX, etc.) |
Pipeline exports (CSV, XLSX, PDF) are included based on public documentation. | |
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Custom Views Ability to save and share specific pipeline filters or layouts as views. |
No information available |
Deal Data Capture and Management
(9 Yes /9 Known /15 Possible features)
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Custom Fields Create and tailor fields to store varied types of deal information. |
Proseeder allows creation of custom fields and the tailoring of record templates. | |
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Automated Data Ingestion Ingest data from email, web forms, or third-party sources automatically. |
The platform supports automated data ingestion from webforms and emails as a submission portal. | |
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Document Storage Upload and manage files related to each deal in a centralized document repository. |
Deal-related document/file storage is a documented feature. | |
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Contact Management Manage all stakeholder contacts, including founders, co-investors, and advisors. |
Contact management is part of core CRM, shown in solution overviews. | |
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Linked Company Profile Enrichment Automatically supplement company profiles using external databases (LinkedIn, Crunchbase, PitchBook, etc.). |
No information available | |
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Duplicate Detection Flag or merge duplicate deal entries automatically. |
Duplicate detection is standard in deal intake workflows and mentioned in support literature. | |
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Data Validation Rules Configure validation protocols to ensure accuracy and completeness of data entry. |
No information available | |
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Historical Data Tracking Keep records of changes made to deal fields over time. |
No information available | |
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Source Attribution Record and display how each deal or contact entered the system (referral, inbound, event, etc.). |
Source attribution (referral, inbound, event, etc.) is stated as a reporting feature. | |
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API Access for Data Import/Export Enable integration with other systems to move data in and out programmatically. |
No information available | |
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Smart Data Extraction Extract structured data from pitch decks, emails, or forms using OCR/NLP. |
No information available | |
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Attachment Version Control Maintain version history of uploaded documents. |
No information available | |
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Searchable Database Full-text and fielded search across deals, contacts, and documents. |
The database is fully searchable (full-text and filters) as described in features. | |
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Customizable Data Templates Preset templates for common deal types or verticals. |
Customizable templates for different deal types is provided. | |
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Linked Entities Link companies, contacts, investors, and other related entities for easier navigation. |
Linked records/entities (portfolio, contacts, investors) supported as part of navigation. |
Collaboration & Workflow
(6 Yes /6 Known /15 Possible features)
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Deal Notes & Comments Add threaded notes, comments, and feedback for each deal record. |
Deal notes, comments, and feedback threads per record are supported. | |
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Email Integration Sync inbound/outbound emails directly to deal records. |
Email integration is cited in the context of communication and workflow collaboration. | |
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Activity Assignment Assign tasks, reminders, or approvals to team members. |
Activities/tasks can be assigned to team members; basic project management for each deal. | |
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Role-Based Permissions Set permissions for who can view, edit, or comment on deals. |
Role-based permissions management described as part of compliance and collaboration features. | |
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Real-time Notifications Alert team members of comments, updates, or changes as they happen. |
Real-time notifications are noted for deal/team activity. | |
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Calendar Integration Sync events, calls, and meetings with internal or external calendars. |
No information available | |
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Task Management Create, assign, and track tasks linked to deals or contacts. |
No information available | |
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Workflow Automation Automate repetitive tasks or approval flows based on trigger events. |
Workflow automation is promoted as one of Proseeder's advantages and includes triggers for automating tasks. | |
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@Mentions Tag specific colleagues for their input or action on a record. |
No information available | |
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Custom Approval Processes Design approval steps for investments or deal progression. |
No information available | |
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Discussion Threads Dedicated discussion space per deal to consolidate internal conversations. |
No information available | |
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Read/Unread Indicators Show which team members have read or acknowledged updates. |
No information available | |
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Collaborative Scoring Multiple team members can assign scores with automatic aggregation. |
No information available | |
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Version Control on Comments/Tasks Track changes, deletions, or edits in comments and task lists. |
No information available | |
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Calendar View of Activities See a visual calendar display of all upcoming tasks, meetings, and deadlines. |
No information available |
Sourcing and Inbound Deal Capture
(10 Yes /10 Known /15 Possible features)
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Web Forms Customizable online forms for direct submission by founders or scouts. |
Intake forms for direct deal submission are noted in platform documents. | |
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Email Parsing Extract deal information directly from incoming emails. |
No information available | |
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Referral Tracking Log and attribute deals to specific referrers or partners. |
Referral tracking is discussed as a feature for syndication and pipeline attribution in marketing collateral. | |
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Event Integration Capture deals from event attendee lists or digital badge scans. |
No information available | |
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Deal Import from Spreadsheets Bulk import of deals via CSV, XLSX, or Google Sheets. |
Bulk spreadsheet import (CSV, Excel) is described as a feature for onboarding and deal entry. | |
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Third-Party Platform Integration Direct integration with platforms like AngelList or Crunchbase to pull deal flow. |
Direct integrations with AngelList, Crunchbase, etc., are advertised as a sourcing point. | |
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Automated Lead Routing Assign new inbound deals to pipeline owners or industry specialists automatically. |
Lead assignment workflows automatically route new deals; automation and workflow triggers supported. | |
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Inbound API Receive deal submissions from custom applications via secure API. |
No information available | |
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Spam Filtering & Validation Detect and filter out irrelevant or spammy deal entries. |
System includes validation to prevent junk and spam deals from flowing into main pipeline. | |
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Multilingual Support Ability to capture and handle deal data in multiple languages. |
No information available | |
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Lead Source Analytics Track which sourcing channels are most productive. |
Lead source performance analytics are highlighted as part of the reporting dashboard. | |
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Custom Intake Workflows Trigger follow-ups or questionnaire tasks after deal capture. |
Custom workflow steps can be triggered after deal intake, e.g. follow-up tasks or questionnaires. | |
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Automated Notifications on New Deals Alert team on new deal entries through email, SMS, or in-app notifications. |
Team notifications on new deals (email/app) are present. | |
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Duplicate Entry Prevention on Inbound Auto-detect if deal already exists before adding to system. |
Duplicate prevention checks are included in the inbound deal workflow features. | |
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Data Mapping for Intake Automatically match incoming fields to system fields. |
No information available |
Evaluation and Screening Tools
(8 Yes /8 Known /15 Possible features)
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Custom Evaluation Criteria Define and weight criteria for investment alignment and fit. |
Users can define and adjust evaluation criteria and workflows for deal screening. | |
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Scoring Algorithms Automatic calculation of composite or custom scores of deals. |
The screening and scoring tools include automated scoring models. | |
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Collaborative Ratings Multiple reviewers score deals with aggregated output. |
No information available | |
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Side-by-Side Deal Comparison Compare deals across customizable fields or past benchmarks. |
Side-by-side deal comparisons are part of the evaluation workflow as described on Proseeder's website. | |
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Automated Screening Rules Rules to auto-screen or reject deals that do not fit basic criteria. |
Automated filters and rules are available for initial deal qualification. | |
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Checklists for Diligence Customizable diligence checklists per deal or sector. |
Diligence checklists can be customized for each deal process. | |
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Notes on Evaluation Rounds Log rationale and comments from each evaluation stage. |
No information available | |
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Red Flag Indicators Tag or flag risky deals based on input data or automated checks. |
No information available | |
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Visual Scoring Dashboards Graphical display of scores, status, and feedback at a glance. |
Visual dashboards for deal scoring and status are shown in UI images and user guides. | |
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Automated Follow-Up Assignments Assign next steps based on evaluation outcome. |
No information available | |
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Reviewer Anonymity Options Allow blind or anonymous scoring when desired. |
No information available | |
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Goal/Theme Fit Analysis Automatically assess alignment to fund investment themes. |
The system analyses deals for thematic fit with custom objectives set by funds/teams. | |
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Custom Forms/Surveys Build and deploy custom surveys for further screening. |
Custom forms and surveys can be created for further screening and diligence collection. | |
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Multi-round Evaluation Support Handle multiple, structured rounds of deal screening. |
No information available | |
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Historical Review Analytics Analyze outcomes of past evaluation criteria and scoring. |
No information available |
Integration and API
(6 Yes /6 Known /15 Possible features)
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CRM Integration Synchronize data with major customer relationship management systems. |
CRM integration is publicized in Proseeder's documentation and website. | |
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Calendar & Email Sync Bidirectional sync with Google/MS Outlook calendars and mailboxes. |
No information available | |
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Open API Fully documented API for custom integrations. |
The developer resources and marketplace suggest an open API for integration. | |
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Webhook Support Trigger external actions or notifications based on system events. |
No information available | |
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Single Sign-On (SSO) Integration with identity providers for authentication and access. |
SSO/identity provider integrations are available for enterprise customers. | |
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Data Export APIs Programmatic export of deals, contacts, and pipeline data. |
APIs for data export are available for integrations and compliance. | |
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Third-Party Data Enrichment Integrations with external databases for automated profile enrichment. |
System supports integration for data enrichment from sources such as Crunchbase. | |
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Slack/Messaging Platform Integration Push updates, notifications, and tasks to Slack or similar tools. |
No information available | |
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ERP/Accounting System Integration Sync select financial data with ERP or accounting solutions. |
No information available | |
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Custom Webhooks Enable triggering of user-defined URLs on key events. |
Supports user-defined webhooks for third-party system triggers. | |
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Data Import Connectors Integrate with diverse external data sources and import formats. |
No information available | |
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Zapier/Automation Platform Support Trigger actions across hundreds of apps using platforms like Zapier. |
No information available | |
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Customizable Integration Workflows Create tailored workflows combining multiple integrations. |
No information available | |
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Real-Time Sync Data updated instantly across integrated platforms. |
No information available | |
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Integration Health Monitoring Monitor and report on integration connection and sync issues. |
No information available |
Analytics and Reporting
(7 Yes /7 Known /15 Possible features)
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Customizable Dashboards Build and share dashboards with key metrics. |
Custom dashboards and data visualization tools are part of reporting. | |
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Advanced Filtering Dynamic filtering on properties, tags, source, teams, and more for reports. |
Advanced filtering for reports by tags, teams, and source is standard in the analytics section. | |
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Funnel and Conversion Analytics Visualization of deal conversion and drop-off rates through pipeline. |
Funnel/conversion analytics are shown on Proseeder's reporting dashboard screenshots. | |
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Deal Velocity Tracking Measure speed of deals moving through pipeline. |
No information available | |
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Deal Stage Duration Evaluate how long deals spend in each stage. |
No information available | |
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Team Performance Reports Metrics on sourcing, evaluation, and conversion attributed to team members. |
Performance reporting for teams and individuals is shown in reporting overview. | |
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Custom Report Builder Flexible builder for ad hoc reports on any data captured. |
A custom report builder is available for users to create and save custom reports. | |
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Scheduled Reports Automate email delivery of key reports to stakeholders. |
Reports can be scheduled and emailed to stakeholders. | |
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Exportable Analytics Export charts and data tables in PDF, CSV, or XLSX. |
Analytics and chart exporting is supported (CSV, PDF, XLSX). | |
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Historical Trend Analysis View changes in pipeline or key metrics over configurable timeframes. |
No information available | |
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Benchmarking Tools Evaluate current pipeline/metrics against internal or industry benchmarks. |
No information available | |
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Attribution Reports Identify top referral sources, scouts, or events for deals. |
No information available | |
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Portfolio Tracking Integration Connect to portfolio data for post-investment analytics. |
No information available | |
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Diversity & Inclusion Metrics Track and analyze deals by demographic or geographic attributes. |
No information available | |
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User Activity Analytics Measure system utilization and engagement by user. |
No information available |
Security and Compliance
(12 Yes /12 Known /15 Possible features)
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Granular Access Controls Fine-grained permissions to restrict access by role, deal, or field. |
Advanced access control by role and field is documented in admin/security settings. | |
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Audit Trails Automatic logging of all key actions for compliance and oversight. |
Comprehensive activity logs and audit trails are available for compliance. | |
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Encryption At-Rest and In-Transit Data is encrypted both when stored and while transferred. |
Encryption at rest and during transit is mentioned in security documentation. | |
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Multi-Factor Authentication (MFA) Additional layer of authentication security for users. |
Multi-factor authentication is an available security option. | |
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Data Residency Options Ability to select where data is stored geographically. |
Data residency selection is cited for enterprise customers with compliance needs. | |
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SOC 2, GDPR, and CCPA Compliance Adherence to major security and privacy frameworks. |
SOC 2, GDPR, and CCPA compliance is explicitly referenced in privacy/security policies. | |
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External Penetration Testing Regularly conducted third-party security audits. |
Proseeder advertises regular third-party penetration testing as part of security. | |
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Custom Field-Level Privacy Hide sensitive fields from broader access. |
No information available | |
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Data Deletion/Retention Policies Automate retention or deletion of deals after set period or on request. |
Retention and deletion policies are available as part of security compliance configuration. | |
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User Session Timeout Automatic logout after period of inactivity. |
User session timeout controls are available in admin panel. | |
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Secure File Storage Files are stored with encryption and access traceability. |
Secure file storage, including encryption and access logs, is part of platform documentation. | |
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IP Whitelisting Restrict access to certain IP addresses only. |
No information available | |
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Single Sign-On (SSO) Enforcement Require login via approved identity provider. |
No information available | |
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Automatic Backups Regular backup of all system data to prevent loss. |
Automatic scheduled backups included as part of disaster recovery, per documentation. | |
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GDPR Data Subject Access Request (DSAR) Support Tooling for responding to data access or deletion requests. |
GDPR DSAR response tooling is highlighted for privacy/compliance support. |
User Experience & Customization
(5 Yes /5 Known /15 Possible features)
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Custom Branding Customize colors, logos, and UI branding company-wide. |
UI and solution can be branded with customer logos and colors. | |
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Configurable Dashboards Users can select widgets, metrics, and layout. |
No information available | |
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Inline Editing Edit deal, contact, or company info directly in viewing panels. |
Inline editing of deals and contacts shown in user experience materials. | |
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Mobile Application Usable native mobile apps for iOS/Android. |
Proseeder offers native iOS/Android mobile apps for on-the-go use. | |
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Accessibility Compliance (WCAG) Meets accessibility standards for impaired users. |
No information available | |
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Dark/Light Theme Options Switch between visual presentation modes. |
No information available | |
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Keyboard Navigation Support Full support for keyboard-driven operation. |
No information available | |
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Configurable Navigation Menus Customize menu hierarchy and bookmarks. |
No information available | |
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Fuzzy Search Smart search with autocomplete and typo-tolerance. |
No information available | |
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Help and Guided Tours Built-in onboarding, tips, and walkthroughs. |
Guided onboarding, tours, and help functionality is referenced in Proseeder's user support materials. | |
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Language Localization Support for using the app in multiple languages. |
No information available | |
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User Preference Profiles Remember user-specific settings and preferences. |
No information available | |
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Bulk Actions Perform actions on multiple records simultaneously. |
No information available | |
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Personal Notifications Settings Customizable notification rules for each user. |
Personal notification preferences are part of each user's account settings. | |
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Custom Shortcuts Create keyboard or menu shortcuts for most-used actions. |
No information available |
Portfolio and Post-Investment Tools
(11 Yes /11 Known /15 Possible features)
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Portfolio Company Tracking Link deals to created or existing portfolio company records. |
Portfolio company tracking is described as a solution feature. | |
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Investment Terms Storage Record and manage key terms and agreements per investment. |
Investment terms/agreements repository is available per investment record. | |
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Post-Investment Task Assignment Assign onboarding or follow-up tasks after closing a deal. |
No information available | |
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Ongoing Reporting Integration Collect and correlate ongoing KPI/performance updates from portfolio companies. |
Ongoing KPI/performance reporting from portfolio companies is supported. | |
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Board & Governance Documentation Store board minutes, resolutions, and governance files. |
Board and governance document storage is included as a portfolio tool. | |
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Milestone Tracking Track achievement of key milestones post-investment. |
Milestone tracking provided in the platform's post-investment toolset. | |
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Custom Reporting Intervals Define reporting frequency and requirements for each investment. |
Reporting intervals/frequency can be set and customized for each investment. | |
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External Stakeholder Portal Provide portfolio companies or LPs with secure data submission portal. |
External stakeholder/portfolio portals for data submission exist. | |
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Portfolio Engagement Logs Automatic recording of meetings, calls, and notes post-investment. |
Engagement/contact logs with portfolio companies are automatically tracked. | |
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Data Room for Portfolio Centralized secure file sharing and due diligence management. |
Data room for secure file sharing/diligence is part of the feature set. | |
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Performance Benchmarking Compare portfolio companies' progress against each other or set targets. |
No information available | |
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Capital Calls and Distributions Tracking Log requests and distributions tied to each investment. |
No information available | |
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Portfolio Company Org Charts Visualize staffing and board compositions. |
Org chart and relationship discovery/visualization are available in company/portfolio management. | |
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Valuation Tracking Track internal and third-party valuations over time. |
No information available | |
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Exit/Liquidity Event Management Record and manage details of exits, mergers, or acquisitions. |
Exit and liquidity event management tools are included in the portfolio suite. |
Mobile and On-the-Go Usage
(2 Yes /2 Known /15 Possible features)
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Native Mobile Apps Full-featured native apps for both iOS and Android. |
Native mobile applications are marketed for both iOS and Android. | |
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Mobile Deal Entry Add/edit deals and contacts while traveling or at events. |
Mobile deal entry/editing is a feature of the app, as described in mobile overview. | |
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Push Notifications Mobile alerts for assigned tasks, new deals, or updates. |
No information available | |
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Access to Documents on Mobile View, upload, or share documents from mobile device. |
No information available | |
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Offline Access Ability to use key platform features without connectivity. |
No information available | |
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In-App Camera for Document Capture Capture business cards, notes, or documents directly from device camera. |
No information available | |
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Mobile Calendar Integration Auto-sync meetings and tasks to mobile device calendar. |
No information available | |
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Location-Based Deal Sources Log deals or set reminders based on physical location. |
No information available | |
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Voice Notes/Dictation Easily add audio notes to deals or contacts. |
No information available | |
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Mobile-Friendly Visualizations Responsive charts, dashboards, and filters. |
No information available | |
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Real-Time Data Sync to Mobile Instant updates of all deal-related information. |
No information available | |
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Fingerprint/Face ID Login Use biometric authentication on supported devices. |
No information available | |
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Mobile Document Scanning/OCR Turn pictures of documents into text/searchable files. |
No information available | |
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Expense Tracking on Mobile Capture related expenses and receipts while traveling. |
No information available | |
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Mobile Contact Sync Sync deal-related contacts to device address book. |
No information available |
Support, Training, and Onboarding
(8 Yes /8 Known /15 Possible features)
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Dedicated Account Manager Access to a dedicated point of contact for support and success. |
Dedicated account management is available as part of Proseeder's professional services. | |
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Onboarding Assistance Guided migration, data import, and best practice setup. |
Onboarding support is provided for data migration and initial setup. | |
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In-App Tutorials Interactive guides and walk-throughs. |
In-app training/tutorials are referenced in help documentation. | |
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Knowledge Base / Help Center Detailed online resources, FAQs, and documentation. |
Knowledge base/help center is available for all users. | |
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Live Chat Support Immediate chat-based assistance available in-app. |
Live chat support is available in-app and via the support portal. | |
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24/7 Email & Ticket Support Round-the-clock ticket-based help. |
No information available | |
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Video Training Library On-demand access to how-to and best practice videos. |
Video training and recorded webinars are available to users. | |
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User Community Forums Peer support and networking with other users. |
No information available | |
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Release Notes & Updates Access to detailed notes on new features and improvements. |
Release notes and update changelogs are published for users to review. | |
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Service Level Agreements (SLAs) Commitments regarding uptime, support response, and escalation. |
No information available | |
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Custom Training Sessions Personalized training for teams, onsite or remote. |
No information available | |
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Change Management Toolkits Resources for adoption, communication, and internal rollout. |
No information available | |
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Regular Product Webinars Scheduled group sessions on platform use and new features. |
Regularly-scheduled product webinars are available on the Proseeder website and for clients. | |
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Feedback and Feature Request Portal Ability to suggest improvements and vote on roadmap priorities. |
No information available | |
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Multilingual Support Staff Assistance in multiple major global languages. |
No information available |
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