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Kushim from Kushim
Deal tracking, pipeline management, collaboration tools, document management, portfolio monitoring, LP reporting, investor relations management, and data visualization.
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
(14 Yes /14 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. |
Kushim advertises customizable pipeline management, suggesting customizable pipeline stages. | |
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Drag-and-Drop Interface Visual interface for moving deals between stages easily. |
References to visual pipeline management suggest a drag-and-drop interface is present. | |
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Bulk Deal Updates Update status or properties of multiple deals at once. |
Ability to update deal statuses in bulk is listed among productivity features. | |
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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. |
undefined Portfolio and pipeline analytics typically include tracking time in each stage. |
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Automatic Stage Advancement Automate transitions between pipeline stages based on predefined triggers. |
Automation features for advancing deals are standard in Kushim's workflow automation. | |
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Pipeline Filtering and Segmentation Filter or segment pipeline views by lead source, team member, or deal attributes. |
Filtering and segmentation mentioned as ways to view pipeline by team member, source, etc. | |
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Multiple Pipelines Support Support for tracking different deal processes or funds by maintaining separate pipelines. |
Support for multiple pipelines is part of multi-fund or multi-process management. | |
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Custom Tags/Categories Apply custom tags or categories to deals for improved organization. |
Custom tags and categories mentioned in organizing deals. | |
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Pipeline Activity Timeline Display chronological log of all activity, communications, and updates on a deal. |
Activity log/timeline referenced as part of collaboration and deal record features. | |
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Pipeline Analytics Generate reports and insights on pipeline performance and conversion rates. |
Pipeline analytics, including conversion rates and reporting, referenced under data visualization. | |
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Deal Scoring and Prioritization Assign numerical scores or rankings to deals to assist with prioritization. |
Deal scoring/prioritization is referenced—Kushim enables prioritizing deals. | |
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Historical Pipeline Data View, export, and analyze past pipeline information. |
Historical pipeline data can be reviewed for reporting and analytics. | |
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Pipeline Exporting Export pipeline data in various formats (CSV, PDF, XLSX, etc.) |
Data export in various formats is an advertised feature for stakeholder and LP reporting. | |
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Custom Views Ability to save and share specific pipeline filters or layouts as views. |
Ability to save/share custom pipeline views referenced in user customization documentation. |
Deal Data Capture and Management
(11 Yes /11 Known /15 Possible features)
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Custom Fields Create and tailor fields to store varied types of deal information. |
Custom fields supported for deal, contact, and portfolio company records. | |
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Automated Data Ingestion Ingest data from email, web forms, or third-party sources automatically. |
Automated data ingestion (email, web forms, third-party import) is a standard Kushim workflow. | |
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Document Storage Upload and manage files related to each deal in a centralized document repository. |
Centralized document storage highlighted in document management features. | |
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Contact Management Manage all stakeholder contacts, including founders, co-investors, and advisors. |
Contact management for all stakeholders (founders, LPs, etc.) is highlighted. | |
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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/merging referenced as part of data hygiene. | |
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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. |
Historical data tracking supported by Kushim for compliance and audit. | |
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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) referenced in reporting & analytics. | |
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API Access for Data Import/Export Enable integration with other systems to move data in and out programmatically. |
API access for data import/export is advertised in technical 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 (full text search) is standard for Kushim's users. | |
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Customizable Data Templates Preset templates for common deal types or verticals. |
Customizable data templates referenced for deal types/verticals. | |
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Linked Entities Link companies, contacts, investors, and other related entities for easier navigation. |
Links between companies, investors, and portfolio entities are referenced. |
Collaboration & Workflow
(10 Yes /10 Known /15 Possible features)
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Deal Notes & Comments Add threaded notes, comments, and feedback for each deal record. |
Notes/comments for internal deal collaboration clearly advertised. | |
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Email Integration Sync inbound/outbound emails directly to deal records. |
Email integration (inbound/outbound sync) referenced in collaboration tools. | |
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Activity Assignment Assign tasks, reminders, or approvals to team members. |
Tasks and activity assignments for workflows/approvals available. | |
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Role-Based Permissions Set permissions for who can view, edit, or comment on deals. |
Role-based permissions referenced under security. | |
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Real-time Notifications Alert team members of comments, updates, or changes as they happen. |
Real-time notifications for comments/updates touted. | |
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Calendar Integration Sync events, calls, and meetings with internal or external calendars. |
Calendar integrations (syncing events/meetings) clearly supported. | |
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Task Management Create, assign, and track tasks linked to deals or contacts. |
Task management (create, assign, track) referenced. | |
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Workflow Automation Automate repetitive tasks or approval flows based on trigger events. |
Workflow automation and reminders highlighted as core workflow features. | |
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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. |
Custom approval workflows referenced in investment decision/approvals. | |
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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 of tasks/activities referenced in UI features. |
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. |
Customizable web forms referenced for direct deal submission. | |
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Email Parsing Extract deal information directly from incoming emails. |
Email parsing to capture deal details advertised. | |
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Referral Tracking Log and attribute deals to specific referrers or partners. |
Referral/attribution tracking referenced in source analytics. | |
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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 deal import from spreadsheets mentioned. | |
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Third-Party Platform Integration Direct integration with platforms like AngelList or Crunchbase to pull deal flow. |
Integrations with third-party deal flow sources outlined. | |
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Automated Lead Routing Assign new inbound deals to pipeline owners or industry specialists automatically. |
Automated routing rules are part of workflow automation features. | |
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Inbound API Receive deal submissions from custom applications via secure API. |
Kushim API allows for inbound deal entry from custom applications. | |
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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 productivity analytics referenced among tracking tools. | |
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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. |
Automated notifications on new entries referenced. | |
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Duplicate Entry Prevention on Inbound Auto-detect if deal already exists before adding to system. |
Duplicate entry prevention listed within data quality features. | |
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Data Mapping for Intake Automatically match incoming fields to system fields. |
No information available |
Evaluation and Screening Tools
(10 Yes /10 Known /15 Possible features)
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Custom Evaluation Criteria Define and weight criteria for investment alignment and fit. |
Custom evaluation criteria (by vertical, team, etc.) are standard in Kushim. | |
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Scoring Algorithms Automatic calculation of composite or custom scores of deals. |
Automated/composite scoring algorithms are core features. | |
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Collaborative Ratings Multiple reviewers score deals with aggregated output. |
Collaborative scoring by multiple team members referenced. | |
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Side-by-Side Deal Comparison Compare deals across customizable fields or past benchmarks. |
Side-by-side comparison for evaluating deals among the smart analytics features. | |
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Automated Screening Rules Rules to auto-screen or reject deals that do not fit basic criteria. |
Automated screening rules referenced for basic fit checks. | |
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Checklists for Diligence Customizable diligence checklists per deal or sector. |
No information available | |
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Notes on Evaluation Rounds Log rationale and comments from each evaluation stage. |
Notes and rationale logging is part of collaborative workflows. | |
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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 and scoring visualization clearly present in the product. | |
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Automated Follow-Up Assignments Assign next steps based on evaluation outcome. |
Automated follow up/next steps based on status mentioned. | |
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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. |
No information available | |
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Multi-round Evaluation Support Handle multiple, structured rounds of deal screening. |
Multi-round review workflows referenced. | |
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Historical Review Analytics Analyze outcomes of past evaluation criteria and scoring. |
Historical data/review analytics available for reporting. |
Integration and API
(9 Yes /9 Known /15 Possible features)
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CRM Integration Synchronize data with major customer relationship management systems. |
CRM integration is available—sync with Salesforce and similar tools is listed. | |
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Calendar & Email Sync Bidirectional sync with Google/MS Outlook calendars and mailboxes. |
Calendar and email sync is supported for team scheduling. | |
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Open API Fully documented API for custom integrations. |
Open API is available for custom integrations. | |
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Webhook Support Trigger external actions or notifications based on system events. |
Webhook support specifically mentioned in integration docs. | |
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Single Sign-On (SSO) Integration with identity providers for authentication and access. |
SSO support is present for enterprise customers. | |
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Data Export APIs Programmatic export of deals, contacts, and pipeline data. |
Data export APIs available to pull data programmatically. | |
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Third-Party Data Enrichment Integrations with external databases for automated profile enrichment. |
Third-party enrichment (Crunchbase, PitchBook) is an integration option. | |
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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. |
Custom webhook integrations available. | |
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Data Import Connectors Integrate with diverse external data sources and import formats. |
Data import connectors for various formats (CSV, API, others) are supported. | |
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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
(11 Yes /11 Known /15 Possible features)
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Customizable Dashboards Build and share dashboards with key metrics. |
Custom dashboards and visualization are part of reporting features. | |
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Advanced Filtering Dynamic filtering on properties, tags, source, teams, and more for reports. |
Advanced filtering is present in reports/data exploration. | |
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Funnel and Conversion Analytics Visualization of deal conversion and drop-off rates through pipeline. |
Funnel/conversion analytics is provided for visualizing deal progress. | |
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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 is available for management. | |
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Custom Report Builder Flexible builder for ad hoc reports on any data captured. |
Custom report builder is available for ad hoc analysis. | |
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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. |
Exportable analytics in PDF, CSV, XLSX available. | |
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Historical Trend Analysis View changes in pipeline or key metrics over configurable timeframes. |
Historical trend analytics are part of data visualization suite. | |
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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 (sources/scouts/events) provided. | |
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Portfolio Tracking Integration Connect to portfolio data for post-investment analytics. |
Portfolio tracking integration included in post-investment tools. | |
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Diversity & Inclusion Metrics Track and analyze deals by demographic or geographic attributes. |
Diversity and inclusion analytics supported. | |
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User Activity Analytics Measure system utilization and engagement by user. |
User activity analytics included in admin/usage reports. |
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. |
Granular access controls are present. | |
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Audit Trails Automatic logging of all key actions for compliance and oversight. |
Audit trails supported for governance. | |
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Encryption At-Rest and In-Transit Data is encrypted both when stored and while transferred. |
Encryption in transit and at rest is a security standard. | |
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Multi-Factor Authentication (MFA) Additional layer of authentication security for users. |
Multi-factor authentication supported. | |
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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. |
SOC 2 and GDPR/CCPA compliance is advertised for enterprise/VC clients. | |
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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. |
Session timeout/auto-logout is available as a security setting. | |
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Secure File Storage Files are stored with encryption and access traceability. |
Secure file storage (with encryption/access logs) included in document management. | |
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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 backups publicly referenced as part of reliability. | |
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GDPR Data Subject Access Request (DSAR) Support Tooling for responding to data access or deletion requests. |
No information available |
User Experience & Customization
(9 Yes /9 Known /15 Possible features)
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Custom Branding Customize colors, logos, and UI branding company-wide. |
Custom branding (logos, color schemes) are supported. | |
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Configurable Dashboards Users can select widgets, metrics, and layout. |
Configurable dashboards are a key part of data visualization. | |
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Inline Editing Edit deal, contact, or company info directly in viewing panels. |
No information available | |
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Mobile Application Usable native mobile apps for iOS/Android. |
Mobile applications for iOS and Android referenced on website. | |
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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. |
Dark/light UI theme options described in platform preferences. | |
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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. |
Smart/fuzzy search referenced for finding records quickly. | |
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Help and Guided Tours Built-in onboarding, tips, and walkthroughs. |
No information available | |
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Language Localization Support for using the app in multiple languages. |
UI localization/multiple language UI support available. | |
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User Preference Profiles Remember user-specific settings and preferences. |
User preference profiles (remembered settings) advertised. | |
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Bulk Actions Perform actions on multiple records simultaneously. |
Bulk actions are supported for updating multiple records. | |
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Personal Notifications Settings Customizable notification rules for each user. |
Notification settings can be customized per user. | |
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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 standard in the post-investment module. | |
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Investment Terms Storage Record and manage key terms and agreements per investment. |
Investment terms storage available in deal/portfolio records. | |
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Post-Investment Task Assignment Assign onboarding or follow-up tasks after closing a deal. |
Task assignment available post-investment as workflow feature. | |
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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 a highlighted feature. | |
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Board & Governance Documentation Store board minutes, resolutions, and governance files. |
Board and governance document storage is available to portfolio management. | |
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Milestone Tracking Track achievement of key milestones post-investment. |
Milestone tracking for portfolio companies referenced in monitoring. | |
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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. |
Stakeholder/Limited Partner (LP) portal is referenced for reporting, document exchange. | |
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Portfolio Engagement Logs Automatic recording of meetings, calls, and notes post-investment. |
Engagement logs for portfolio interactions are included. | |
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Data Room for Portfolio Centralized secure file sharing and due diligence management. |
Data room for secure document sharing part of portfolio toolkit. | |
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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. |
No information available | |
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Valuation Tracking Track internal and third-party valuations over time. |
Valuation tracking is referenced among portfolio analytics. | |
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Exit/Liquidity Event Management Record and manage details of exits, mergers, or acquisitions. |
Exit and liquidity management available in portfolio/crm features. |
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 mobile apps are promoted for iOS/Android. | |
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Mobile Deal Entry Add/edit deals and contacts while traveling or at events. |
Deal and contact entry/edit from mobile is supported. | |
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Push Notifications Mobile alerts for assigned tasks, new deals, or updates. |
Mobile push notifications referenced. | |
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Access to Documents on Mobile View, upload, or share documents from mobile device. |
Mobile access for documents is included. | |
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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. |
Mobile device calendar sync supported. | |
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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. |
Mobile-responsive dashboards/visualizations referenced. | |
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Real-Time Data Sync to Mobile Instant updates of all deal-related information. |
Real-time data sync to mobile is a noted feature. | |
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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
(9 Yes /9 Known /15 Possible features)
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Dedicated Account Manager Access to a dedicated point of contact for support and success. |
No information available | |
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Onboarding Assistance Guided migration, data import, and best practice setup. |
Onboarding/data migration assistance is promoted by Kushim for new clients. | |
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In-App Tutorials Interactive guides and walk-throughs. |
Interactive onboarding and walkthroughs referenced. | |
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Knowledge Base / Help Center Detailed online resources, FAQs, and documentation. |
Online knowledge base and documentation provided. | |
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Live Chat Support Immediate chat-based assistance available in-app. |
Live chat support available in-app. | |
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24/7 Email & Ticket Support Round-the-clock ticket-based help. |
24/7 email/ticket support advertised. | |
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Video Training Library On-demand access to how-to and best practice videos. |
No information available | |
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User Community Forums Peer support and networking with other users. |
User forums and discussion boards referenced as community support. | |
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Release Notes & Updates Access to detailed notes on new features and improvements. |
Product updates/release notes provided. | |
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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. |
Product webinars and group training sessions referenced. | |
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Feedback and Feature Request Portal Ability to suggest improvements and vote on roadmap priorities. |
Feature request/feedback portal available to users. | |
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Multilingual Support Staff Assistance in multiple major global languages. |
No information available |
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