at Financial Technnology Year
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Investor CRM from FounderSuite
Deal tracking and management, investor database, pipeline analytics, document sharing, notes and follow-up tracking, and integration with email for streamlined investor communications.
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
(13 Yes /13 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. |
Foundersuite Investor CRM allows users to define and adjust pipeline stages based on internal workflows. | |
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Drag-and-Drop Interface Visual interface for moving deals between stages easily. |
Drag-and-drop kanban pipeline is a key visual feature described on the product's website and promotional materials. | |
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Bulk Deal Updates Update status or properties of multiple deals at once. |
Bulk editing and update for deals/contacts is indicated by bulk actions support in documentation and reviews. | |
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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. |
While automation is limited, some automatic stage advancement can be configured with rules or through follow-up reminders. | |
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Pipeline Filtering and Segmentation Filter or segment pipeline views by lead source, team member, or deal attributes. |
Pipeline filtering by investor, stage, and other attributes is core functionality. | |
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Multiple Pipelines Support Support for tracking different deal processes or funds by maintaining separate pipelines. |
Multiple parallel pipelines (e.g., for different funds/rounds) are supported. | |
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Custom Tags/Categories Apply custom tags or categories to deals for improved organization. |
Foundersuite supports custom tags and categories for organizing deals and investors. | |
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Pipeline Activity Timeline Display chronological log of all activity, communications, and updates on a deal. |
Activity timelines/logs available for each deal and contact showing past actions, notes, follow-ups. | |
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Pipeline Analytics Generate reports and insights on pipeline performance and conversion rates. |
Pipeline analytics and conversion reporting is a primary dashboard feature. | |
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Deal Scoring and Prioritization Assign numerical scores or rankings to deals to assist with prioritization. |
Manual deal scoring and prioritization is available via star and priority ratings. | |
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Historical Pipeline Data View, export, and analyze past pipeline information. |
Historical deal/pipeline data is retained and can be exported for analysis. | |
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Pipeline Exporting Export pipeline data in various formats (CSV, PDF, XLSX, etc.) |
Pipeline data can be exported in CSV and XLSX formats from within the platform. | |
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Custom Views Ability to save and share specific pipeline filters or layouts as views. |
Custom pipeline views can be saved and accessed—users can bookmark or save specific filters. |
Deal Data Capture and Management
(10 Yes /10 Known /15 Possible features)
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Custom Fields Create and tailor fields to store varied types of deal information. |
Custom fields for deals and investors are supported. | |
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Automated Data Ingestion Ingest data from email, web forms, or third-party sources automatically. |
Automated data ingestion from emails and web forms is supported. | |
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Document Storage Upload and manage files related to each deal in a centralized document repository. |
Document upload and centralized storage is available per deal and per contact. | |
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Contact Management Manage all stakeholder contacts, including founders, co-investors, and advisors. |
Contact management is a core feature, with support for multiple contact types and investors. | |
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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 available—system allows merging or flagging duplicate investor entries. | |
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Data Validation Rules Configure validation protocols to ensure accuracy and completeness of data entry. |
Some data validation on required fields (e.g., email) is enforced. | |
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Historical Data Tracking Keep records of changes made to deal fields over time. |
Historical changes to deals/contacts (edit history) are supported. | |
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Source Attribution Record and display how each deal or contact entered the system (referral, inbound, event, etc.). |
Source attribution (source field) can be tracked for each deal. | |
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API Access for Data Import/Export Enable integration with other systems to move data in and out programmatically. |
API available for data import/export and integrations (see support docs/API documentation). | |
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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. |
Searchable database with full-text and filtered search is provided. | |
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Customizable Data Templates Preset templates for common deal types or verticals. |
No information available | |
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Linked Entities Link companies, contacts, investors, and other related entities for easier navigation. |
No information available |
Collaboration & Workflow
(8 Yes /8 Known /15 Possible features)
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Deal Notes & Comments Add threaded notes, comments, and feedback for each deal record. |
Deals and investor records support notes, tasks, and comments. | |
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Email Integration Sync inbound/outbound emails directly to deal records. |
Email integration is prominently advertised and allows communication syncing. | |
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Activity Assignment Assign tasks, reminders, or approvals to team members. |
No information available | |
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Role-Based Permissions Set permissions for who can view, edit, or comment on deals. |
Role-based permissions are available for team and workspace admins. | |
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Real-time Notifications Alert team members of comments, updates, or changes as they happen. |
Real-time notifications (in-app and email) are supported for tasks, comments, and status changes. | |
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Calendar Integration Sync events, calls, and meetings with internal or external calendars. |
Google Calendar and Outlook integration are available for syncing meetings and activities. | |
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Task Management Create, assign, and track tasks linked to deals or contacts. |
Basic task management, assignment, and tracking for deals and contacts. | |
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Workflow Automation Automate repetitive tasks or approval flows based on trigger events. |
Simple workflow automation: automatic reminders and follow-ups based on triggers. | |
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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. |
Calendar view available for pipeline activities and tasks. |
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. |
Supports customizable web forms for deal/investor intake. | |
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Email Parsing Extract deal information directly from incoming emails. |
Incoming email parsing for deals and notes is supported. | |
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Referral Tracking Log and attribute deals to specific referrers or partners. |
Referral attribution (referral fields) can be tracked within deal records. | |
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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 import from spreadsheet (CSV/XLSX) is a primary onboarding mechanism. | |
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Third-Party Platform Integration Direct integration with platforms like AngelList or Crunchbase to pull deal flow. |
Integration with Crunchbase and other platforms is mentioned in support docs. | |
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Automated Lead Routing Assign new inbound deals to pipeline owners or industry specialists automatically. |
No information available | |
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Inbound API Receive deal submissions from custom applications via secure API. |
API allows inbound data submission. | |
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Spam Filtering & Validation Detect and filter out irrelevant or spammy deal entries. |
No information available | |
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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 analytics available in reports/dashboards. | |
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Custom Intake Workflows Trigger follow-ups or questionnaire tasks after deal capture. |
No information available | |
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Automated Notifications on New Deals Alert team on new deal entries through email, SMS, or in-app notifications. |
Email and in-app notification triggers for new deals are described in release notes. | |
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Duplicate Entry Prevention on Inbound Auto-detect if deal already exists before adding to system. |
Duplicate entry prevention is available for deal contacts and companies. | |
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Data Mapping for Intake Automatically match incoming fields to system fields. |
Incoming data field mapping available during import and web form intake. |
Evaluation and Screening Tools
(5 Yes /5 Known /15 Possible features)
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Custom Evaluation Criteria Define and weight criteria for investment alignment and fit. |
Custom evaluation criteria can be defined within the platform for deal reviews. | |
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Scoring Algorithms Automatic calculation of composite or custom scores of deals. |
No information available | |
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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 comparison is possible through multi-deal selection and comparison views. | |
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Automated Screening Rules Rules to auto-screen or reject deals that do not fit basic criteria. |
No information available | |
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Checklists for Diligence Customizable diligence checklists per deal or sector. |
Due diligence checklists are user-defined and attachable to deals. | |
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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. |
Deal scoring dashboards available as summary views. | |
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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. |
No information available | |
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Custom Forms/Surveys Build and deploy custom surveys for further screening. |
Custom survey forms can be created and sent through the CRM. | |
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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
(7 Yes /7 Known /15 Possible features)
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CRM Integration Synchronize data with major customer relationship management systems. |
CRM integration via API and some direct integrations with HubSpot/Salesforce. | |
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Calendar & Email Sync Bidirectional sync with Google/MS Outlook calendars and mailboxes. |
Calendar and email sync for Google/Outlook is supported. | |
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Open API Fully documented API for custom integrations. |
Open API is documented for custom integrations. | |
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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. |
Supports Single Sign-On via Google for business accounts. | |
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Data Export APIs Programmatic export of deals, contacts, and pipeline data. |
Export APIs available in support documentation. | |
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Third-Party Data Enrichment Integrations with external databases for automated profile enrichment. |
Enrichment via third-party sources like Crunchbase is supported. | |
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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. |
No information available | |
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Data Import Connectors Integrate with diverse external data sources and import formats. |
Data import connectors for spreadsheets and CSV are 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
(6 Yes /6 Known /15 Possible features)
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Customizable Dashboards Build and share dashboards with key metrics. |
Custom dashboards configurable for pipeline, sources, status, etc. | |
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Advanced Filtering Dynamic filtering on properties, tags, source, teams, and more for reports. |
Advanced dynamic filtering across tags, properties, team, etc. | |
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Funnel and Conversion Analytics Visualization of deal conversion and drop-off rates through pipeline. |
Funnel analytics and deal stage conversion/drop-off visible in dashboards. | |
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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. |
Team performance reporting by member is available. | |
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Custom Report Builder Flexible builder for ad hoc reports on any data captured. |
No information available | |
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Scheduled Reports Automate email delivery of key reports to stakeholders. |
No information available | |
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Exportable Analytics Export charts and data tables in PDF, CSV, or XLSX. |
Data and charts exportable as CSV or PDF. | |
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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. |
Attribution reports on sources/referrers found in analytics functionalities. | |
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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
(8 Yes /8 Known /15 Possible features)
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Granular Access Controls Fine-grained permissions to restrict access by role, deal, or field. |
Role-based permission settings support granular access controls. | |
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Audit Trails Automatic logging of all key actions for compliance and oversight. |
Audit trails available for compliance: user & action logs. | |
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Encryption At-Rest and In-Transit Data is encrypted both when stored and while transferred. |
Platform advertises encryption for data at-rest and in-transit in support and privacy docs. | |
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Multi-Factor Authentication (MFA) Additional layer of authentication security for users. |
Multi-factor authentication is available for admins and enterprise accounts. | |
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Data Residency Options Ability to select where data is stored geographically. |
No information available | |
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SOC 2, GDPR, and CCPA Compliance Adherence to major security and privacy frameworks. |
Privacy policy and terms explicitly reference adherence to SOC2, GDPR, and CCPA. | |
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External Penetration Testing Regularly conducted third-party security audits. |
No information available | |
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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. |
No information available | |
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User Session Timeout Automatic logout after period of inactivity. |
No information available | |
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Secure File Storage Files are stored with encryption and access traceability. |
Files stored in the platform are encrypted and tracked for access. | |
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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 system backups referenced in support documentation. | |
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GDPR Data Subject Access Request (DSAR) Support Tooling for responding to data access or deletion requests. |
Platform offers DSAR support for GDPR data access and deletion requests. |
User Experience & Customization
(10 Yes /10 Known /15 Possible features)
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Custom Branding Customize colors, logos, and UI branding company-wide. |
UI can be customized: logos, color scheme, and branding are supported. | |
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Configurable Dashboards Users can select widgets, metrics, and layout. |
User-configurable dashboards/widgets for pipeline and metrics. | |
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Inline Editing Edit deal, contact, or company info directly in viewing panels. |
Inline editing supported in various tables and detail screens. | |
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Mobile Application Usable native mobile apps for iOS/Android. |
Mobile web and native iOS app available; Android app in beta. | |
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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. |
Both dark and light themes selectable by user. | |
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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. |
Menu and navigation customization supported. | |
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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. |
Onboarding tutorials, help popups, and walkthroughs built-in. | |
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Language Localization Support for using the app in multiple languages. |
Language localization options in app settings. | |
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User Preference Profiles Remember user-specific settings and preferences. |
User preferences and profile settings are supported. | |
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Bulk Actions Perform actions on multiple records simultaneously. |
Bulk actions for deals, notes, and investors supported. | |
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Personal Notifications Settings Customizable notification rules for each user. |
No information available | |
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Custom Shortcuts Create keyboard or menu shortcuts for most-used actions. |
No information available |
Portfolio and Post-Investment Tools
(7 Yes /7 Known /15 Possible features)
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Portfolio Company Tracking Link deals to created or existing portfolio company records. |
Portfolio company tracking via investments and deal linking fields. | |
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Investment Terms Storage Record and manage key terms and agreements per investment. |
Custom fields for investment terms and documents per investment are supported. | |
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Post-Investment Task Assignment Assign onboarding or follow-up tasks after closing a deal. |
Post-investment tasks can be assigned in deal records. | |
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Ongoing Reporting Integration Collect and correlate ongoing KPI/performance updates from portfolio companies. |
No information available | |
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Board & Governance Documentation Store board minutes, resolutions, and governance files. |
No information available | |
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Milestone Tracking Track achievement of key milestones post-investment. |
Milestone tracking can be handled via custom fields and tagging. | |
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Custom Reporting Intervals Define reporting frequency and requirements for each investment. |
No information available | |
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External Stakeholder Portal Provide portfolio companies or LPs with secure data submission portal. |
No information available | |
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Portfolio Engagement Logs Automatic recording of meetings, calls, and notes post-investment. |
No information available | |
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Data Room for Portfolio Centralized secure file sharing and due diligence management. |
Document data rooms (secure file sharing) are supported for deals/investments. | |
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Performance Benchmarking Compare portfolio companies' progress against each other or set targets. |
Comparative performance reports and benchmarking available for portfolios. | |
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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. |
No information available | |
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Valuation Tracking Track internal and third-party valuations over time. |
Can record valuation/domain tracking for portfolio companies. | |
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Exit/Liquidity Event Management Record and manage details of exits, mergers, or acquisitions. |
No information available |
Mobile and On-the-Go Usage
(7 Yes /7 Known /15 Possible features)
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Native Mobile Apps Full-featured native apps for both iOS and Android. |
Native iOS app available; Android in beta rollout. | |
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Mobile Deal Entry Add/edit deals and contacts while traveling or at events. |
Mobile deal entry supported in native apps and mobile web. | |
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Push Notifications Mobile alerts for assigned tasks, new deals, or updates. |
Push notifications supported on iOS app. | |
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Access to Documents on Mobile View, upload, or share documents from mobile device. |
Can view and upload documents from mobile app. | |
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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. |
Calendar sync for meetings to device calendar is documented. | |
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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. |
Voice notes and dictation available in mobile app for deals and contacts. | |
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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. |
Mobile app supports real-time sync of deal updates. | |
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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
(12 Yes /12 Known /15 Possible features)
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Dedicated Account Manager Access to a dedicated point of contact for support and success. |
Enterprise clients have access to a dedicated account manager for support. | |
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Onboarding Assistance Guided migration, data import, and best practice setup. |
Onboarding and customer success team offers onboarding migration assistance. | |
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In-App Tutorials Interactive guides and walk-throughs. |
In-app onboarding tutorials and walkthroughs are available. | |
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Knowledge Base / Help Center Detailed online resources, FAQs, and documentation. |
Comprehensive online knowledge base and resource center is accessible. | |
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Live Chat Support Immediate chat-based assistance available in-app. |
Live in-app chat supports real-time customer support. | |
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24/7 Email & Ticket Support Round-the-clock ticket-based help. |
24/7 email and ticket-based support is available for users. | |
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Video Training Library On-demand access to how-to and best practice videos. |
Video training library available to users for onboarding and refresher training. | |
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User Community Forums Peer support and networking with other users. |
User community forum is available to all customers. | |
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Release Notes & Updates Access to detailed notes on new features and improvements. |
Release notes and updates are available via the Help Center and user email. | |
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Service Level Agreements (SLAs) Commitments regarding uptime, support response, and escalation. |
SLAs offered for enterprise and institutional customers per sales support pages. | |
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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. |
Regular product webinars are announced for customer training. | |
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Feedback and Feature Request Portal Ability to suggest improvements and vote on roadmap priorities. |
Feature request and user feedback portal present on site. | |
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Multilingual Support Staff Assistance in multiple major global languages. |
No information available |
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