at Financial Technnology Year
Please contact them if you have any questions.
Dealroom Pro from Dealroom
A data platform for discovering and tracking innovative companies and the venture capital ecosystem. Features include company tracking, funding round monitoring, market mapping, network analysis, and portfolio management tools specifically designed for venture capital firms.
Product analysis by function
Network Relationship Management Tools for Deal Sourcing and Origination
CRM systems specifically designed for venture capital that track relationships with entrepreneurs, other investors, and industry experts to maximize deal flow through relationship networks.
More Network Relationship Management Tools
More Deal Sourcing and Origination ...
Contact and Relationship Management
(3 Yes /4 Known /10 Possible features)
|
Comprehensive Profile Management Ability to create and maintain detailed records for different types of contacts including entrepreneurs, investors, and advisors. |
Dealroom Pro provides detailed company and investor profiles and portfolio management tools targeted at VC firms; documentation and site demos highlight ability to maintain comprehensive records for various contact types. | |
|
Relationship Mapping Visualization and management of connections between people and organizations for strategic networking. |
Network analysis and market mapping features allow users to map relationships between investors, startups, and advisors, as detailed on product website and demo materials. | |
|
Interaction Tracking Logging of meetings, emails, calls, and other touchpoints for audit trails and follow up. |
No information available | |
|
Custom Contact Tagging Flexible labelling and segmentation of contacts for smarter filtering and discovery. |
No information available | |
|
Contact Import and Deduplication Bulk uploading and merging of contacts from various sources with duplicate prevention. |
No information available | |
|
Historical Relationship Timeline Visualization of the evolution of interactions and events per contact over time. |
No information available | |
|
Org Chart Visualization Display of company hierarchies and key stakeholders for targeted outreach. |
Dealroom Pro offers organization network charts and displays key roles in a company, enabling org chart visualization as shown in their network analysis module. | |
|
Contact Scoring Ranking system that evaluates relationship strength and relevance. |
No information available | |
|
Reminder and Follow-Up Scheduling Tools to set alerts for relationship nurturing and timely communication. |
No information available | |
|
Bulk Communication Tools Support for mass updates, emails, or notifications to contact lists. |
Not as far as we are aware.* No bulk communication or direct email-out capabilities noted; focus is on data analytics, not messaging. |
Deal Flow Management
(5 Yes /7 Known /10 Possible features)
|
Deal Pipeline Visualization Kanban or funnel-style workflows to track deals by stage and status. |
Deal pipeline visualization is offered via deal tracking and workflow stages inside portfolio and pipeline tools. | |
|
Customizable Deal Stages User-defined stages and workflows tailored to the VC’s process. |
Custom pipelines and filters are supported; users can adapt deal stages for their process as per product documentation. | |
|
Automated Deal Sourcing Integrations with platforms, APIs, or data feeds to auto-populate new deal opportunities. |
No information available | |
|
Deal Scoring and Prioritization Rule-based or AI-driven scoring systems to surface high-priority opportunities. |
No information available | |
|
Collaboration Tools Support for notes, comments, and shared decision logs among investment team members. |
Not as far as we are aware.* No explicit mention of team notes, commenting, or decision logs; product emphasizes analytics and research rather than internal team workflow. | |
|
Deal History and Audit Trail Record of all activities and status changes for compliance and transparency. |
Not as far as we are aware.* Dealroom Pro logs data changes but does not highlight full activity or audit trails for compliance. | |
|
Pipeline Performance Analytics Reports and dashboard to analyze the volume, conversion, and velocity of deals. |
Extensive dashboards and analytics provided for deal pipeline analysis, including conversion rates and volume. | |
|
Document Management Storage and organization of term sheets, pitch decks, and due diligence materials. |
Supports bulk upload of pitch decks and due diligence documents attached to companies or rounds. | |
|
Duplicate Deal Detection Automatic identification and management of repeated deal submissions. |
No information available | |
|
Deal Source Attribution Tracking and reporting of where/in whom each opportunity originated. |
Dealroom Pro tracks the origination of deals and opportunities, as described in the deal pipeline and lead management features. |
Network Intelligence and Enrichment
(7 Yes /7 Known /10 Possible features)
|
Automatic Data Enrichment Integration with external data sources to automatically populate company or contact details. |
Automatic enrichment of company profiles via public/private data sources is a core feature (company/round/founder info). | |
|
News and Signal Monitoring Automated tracking of news, funding rounds, executive moves, and market signals connected to the network. |
News, market signal, and funding round updates are tracked for monitored companies within the platform. | |
|
Social Media Integration Monitoring of LinkedIn, Twitter, and other social feeds for relationship and opportunity insights. |
Dealroom Pro aggregates social feeds (notably LinkedIn news flow integration), increasing context for users. | |
|
Custom Data Fields Ability to add and manage bespoke metadata according to firm-specific needs. |
Custom data fields are available for advanced users to add bespoke information to company or deal records. | |
|
Funding History Integration Auto-pull of startup funding rounds and cap table changes. |
Funding round history and cap table/funding details are automatically pulled and updated. | |
|
Company and Contact Scoring Updates Dynamic recalculation of network value as new data arrives. |
No information available | |
|
Event and Conference Sync Linkages to events attended by network members, for context and targeting. |
No information available | |
|
API Access for Enrichment Connectivity for custom data connections and extensions. |
API available for custom enrichment/integration as documented in developer resources and Pricing/API pages. | |
|
Firmographic and Demographic Data Append Augmentation of contact profiles with industry, geography, or market segment identifiers. |
Company profiles augmented with sector, geography, employee count and more (firmographic/demographic enrichment). | |
|
One-Click Profile Refresh Automatic refresh or update of stale records using enrichment services. |
No information available |
Integration and Interoperability
(6 Yes /7 Known /10 Possible features)
|
Email Integration Syncing of emails directly into profiles and records for one-stop relationship management. |
Not as far as we are aware.* Dealroom Pro imports email addresses but does not natively sync mailboxes or email threads. | |
|
Calendar Integration Synchronization with Outlook, Google Calendar, etc. for unified scheduling. |
Google Calendar integration for event scheduling, as detailed on product features and in support center. | |
|
Third-Party Data Source Integration Access to Crunchbase, PitchBook, LinkedIn, and other VC-relevant data providers. |
Integrations with Crunchbase, PitchBook, and LinkedIn, among others, are available for data source connectivity. | |
|
API Access Open APIs for building custom extensions or connecting to internal systems. |
Open API for integration documented on the developer and pricing pages. | |
|
Export/Import Capabilities Easy export and import of records into standard data formats (CSV, Excel, JSON). |
Exports to CSV, Excel, and imports available according to product site and user guides. | |
|
Collaboration Tools Integration Connects with Slack, Microsoft Teams, or similar platforms for notifications and workflows. |
No information available | |
|
Single Sign-On (SSO) Central authentication (Okta, Google, etc.) for secure access and user provisioning. |
No information available | |
|
Document Storage Integration Direct linking with Dropbox, Box, Google Drive for managing deal documents. |
Document integration via links to Google Drive, Dropbox, Box is supported as per documentation. | |
|
Mobile App/API Availability of a dedicated mobile app or responsive API for work on-the-go. |
Mobile responsive web as well as APIs for mobile access are outlined in user guides. | |
|
Task and Project Management Integration Linking to tracking systems like Asana, Trello, or Jira. |
No information available |
Reporting and Analytics
(5 Yes /5 Known /10 Possible features)
|
Customizable Reports User-defined reporting templates and dashboards. |
Extensive customizable dashboards and user-defined reporting available. | |
|
Pipeline Metrics Measurement of deal flow velocity, aging, conversion rates, and other KPIs. |
Pipeline metrics such as conversion rates, time to close, and deal velocity are visible in the analytics module. | |
|
Network Heatmaps Visual representation of relationship density, sector coverage, or connectivity quality. |
No information available | |
|
Funnel Drop-Off Reporting Analysis of where deals or contacts are lost in the process. |
No information available | |
|
Time-to-Close Metrics Calculation of average time taken for deals from introduction to investment decision. |
undefined Time to close metrics are featured as part of pipeline analytics, as per product demo. |
|
|
Team Performance Analytics Tracking of individual and team activities, response times, and network expansion. |
No information available | |
|
Custom Charting and Visualizations Build and export bespoke visual analyses for presentations or internal reviews. |
Custom charts and diagrams can be generated for presentations, as shown in the analytics/reporting section. | |
|
Relationship Strength Metrics Quantitative evaluations of connection quality and maintenance frequency. |
No information available | |
|
Exportable Data Download of analytics and reports to Excel, PDF, or other formats. |
Analytics and dashboards are exportable to multiple formats, explicitly stated on product documentation. | |
|
Benchmarking Against Peers Comparison of portfolio, deal flow, or network activity to sector averages (where data is available). |
No information available |
User Experience and Usability
(6 Yes /6 Known /10 Possible features)
|
Intuitive UI/UX Modern, responsive, and easily navigable interface suitable for varied user skill levels. |
Dealroom Pro has a modern UI/UX, as reported in user reviews and visible in demo videos and site imagery. | |
|
Customizable Dashboards Personalized home screens and widgets for individual user roles. |
Dashboards are configurable by user role and preferences; highlighted as a key feature. | |
|
Role-Based Access Controls Granular permissioning to restrict or enable features per user/team. |
Role-based permissioning is described in documentation and product comparisons. | |
|
Onboarding Tools and Tutorials Guided walkthroughs, FAQs, and in-app help for fast ramp-up. |
Onboarding tutorials and resource centers are provided to users, as described in help and support documentation. | |
|
Mobile Accessibility Responsive design or app for smartphones and tablets. |
Web app is mobile-responsive, with support for tablets and phones indicated in FAQ/support center. | |
|
Quick Search and Filter Powerful searching, sorting, and filtering of large datasets. |
Advanced search and filter tools are highlighted as a key user benefit on marketing materials. | |
|
Bulk Edit and Update Change attributes for many contacts, deals, or records simultaneously. |
No information available | |
|
Localization and Multi-Language Support Availability of platform in multiple languages and date/currency formats. |
No information available | |
|
Accessibility Compliance Adherence to ADA/WCAG accessibility standards. |
No information available | |
|
Contextual Help/Tooltips Instant, field-level explanations and guides throughout the application. |
No information available |
Security and Compliance
(6 Yes /6 Known /10 Possible features)
|
End-to-End Encryption Encryption of data both in transit and at rest. |
No information available | |
|
SOC 2/ISO 27001 Certification Adherence to industry-standard information security certifications. |
Dealroom Pro indicates ISO 27001 certification compliance in their security documentation. | |
|
GDPR and CCPA Compliance Platform compliant with major data privacy legislations. |
Privacy policy and compliance statements confirm GDPR and CCPA compliance. | |
|
Audit Logging Recording of all critical user actions for review and security. |
No information available | |
|
Multi-Factor Authentication Enhanced authentication methods beyond basic passwords. |
Multi-factor authentication supported as mentioned in help/support documentation. | |
|
Granular Permission Management Fine-tuned abilities for admin to set user/view/edit/delete/access rights. |
Permissions can be managed at a granular/user level, according to role and entity, per documentation. | |
|
Data Residency Options Choice of data storage in specific geographic locations to comply with policies. |
No information available | |
|
Secure API Tokens API keys and tokens managed with expiration and rotation capabilities. |
API tokens and their rotation/management are referenced in API technical documentation. | |
|
User Session Timeout Controls Configurable auto-logout after periods of inactivity. |
No information available | |
|
Disaster Recovery and Backup Automated data backup and rapid recovery processes. |
Regular data backup and disaster recovery are promoted in Dealroom's security stance. |
Collaboration and Internal Communication
(0 Yes /1 Known /10 Possible features)
|
In-App Messaging and Notifications Internal chat or direct messaging related to deals or contacts. |
Not as far as we are aware.* No native chat or in-app messaging tools present; focus is on data analytics and reporting. | |
|
Commenting and Activity Streams Real-time updates and threaded conversations tied to records. |
No information available | |
|
Deal Assignment and Ownership Ability to assign contacts, deals, or tasks to responsible team members. |
No information available | |
|
Shared Notes and Files Collaborative annotation and storage of deal- or contact-specific documents. |
No information available | |
|
Email Thread Sync Synchronization of relevant email threads to deal/contact records. |
No information available | |
|
Integrated Meeting Scheduling Calendaring tools for coordinating internal or external meetings. |
No information available | |
|
Approval Workflows Pre-defined, trackable processes for moving deals forward. |
No information available | |
|
Deal Room Access Virtual rooms for collaborating securely on sensitive transactions. |
No information available | |
|
Aggregate Team Calendar Unified view of meeting and event commitments across all team members. |
No information available | |
|
Task Assignment and Monitoring Delegation and deadline monitoring for deal-related tasks. |
No information available |
Scalability and Customization
(4 Yes /4 Known /10 Possible features)
|
Multi-Office/Entity Support Ability to support multiple VC entities, offices, and regions in a single platform. |
Dealroom Pro supports multiple firm entities, offices, and regions as per enterprise plan details. | |
|
Custom Workflows Build, adapt, and automate workflows tailored to unique team practices. |
Custom workflows and automation offered in advanced/enterprise versions. | |
|
Custom Field and Template Creation User ability to define new fields, templates, and layouts. |
Custom fields and templates can be created for firms with specific data needs. | |
|
Automated Business Rules Custom triggers and actions based on user-defined conditions. |
No information available | |
|
Bulk Update Capabilities Change many records with a single action, even at large scale. |
No information available | |
|
User Capacity The maximum number of concurrent users supported. |
No information available | |
|
Data Storage Capacity Supported storage for uploaded files and records. |
No information available | |
|
Plugin/Extension Marketplace Ecosystem for third-party and in-house add-ons. |
No information available | |
|
White-Labeling Ability to brand the platform with the VC firm's logo and colors. |
No information available | |
|
Performance at Scale Maintaining speed and usability as data and users grow. |
Dealroom Pro is enterprise-ready and highlights performance at scale and for large datasets on site. |
Support and Vendor Services
(6 Yes /6 Known /10 Possible features)
|
24/7 Customer Support Round-the-clock access to help via chat, phone, or email. |
No information available | |
|
Dedicated Account Manager Assigned company contact for onboarding, issue resolution, and strategic guidance. |
No information available | |
|
User Training and Certification Structured training, webinars, and certifications for onboarding and proficiency. |
No information available | |
|
Comprehensive Documentation Extensive online guides, FAQs, and user manuals. |
Comprehensive user documentation, online guides, and FAQs available for Dealroom Pro users. | |
|
Implementation Support Expert-led deployment, system integration, and data migration assistance. |
Implementation support (onboarding, integration assistance) offered for enterprise clients. | |
|
Service Level Agreements (SLAs) Formal uptime and support guarantees from the vendor. |
No information available | |
|
Community Forums Online platforms for customers to share solutions and feedback. |
Community forums and knowledge-sharing platform present as indicated by the 'Community' links and engagement centers on dealroom.co. | |
|
Product Roadmap Transparency Visibility into future product enhancements and updates. |
Dealroom communicates product roadmap updates on their blog and community pages. | |
|
Custom Feature Requests Ability to suggest and sponsor new product features. |
Clients can submit feature requests to Dealroom as indicated by support channels and client portal. | |
|
Frequent Upgrades/Releases Regular cadence of feature improvements and bug fixes. |
Release notes and regular update schedules available in product documentation and blog. |
Pricing and Total Cost of Ownership
(6 Yes /6 Known /10 Possible features)
|
Flexible Pricing Tiers Different plans based on features, users, or storage. |
Flexible plans and tier-based pricing are offered (see Pricing on dealroom.co). | |
|
Free Trial or Demo Access Risk-free opportunity for hands-on evaluation. |
Free trial or demo access is available via request form on Dealroom Pro homepage. | |
|
Transparent Billing Up-front clarity regarding all fees and renewals. |
Clear and transparent billing and pricing is stated, including renewal terms, on the pricing page. | |
|
Per-User Pricing Ability to scale spend as the team grows. |
Per-user pricing structure available (see pricing tiers). | |
|
Data Migration Cost Clear costing for bringing existing data into the new system. |
No information available | |
|
API/Integration Costs Costs associated with third-party integrations. |
No information available | |
|
Setup/Onboarding Fees Initial deployment and training charges. |
No information available | |
|
Discounts for Longer Term Commitment Savings for annual/multi-year subscriptions over monthly. |
Discounts for longer-term commitments (annual payment options) described in pricing FAQ. | |
|
Custom Enterprise Plans Negotiable feature bundles and pricing for large or multi-entity firms. |
Custom plans for enterprise/multi-entity clients are promoted in product materials. | |
|
Total Cost of Ownership Calculator In-platform tool for projecting all-in costs over time. |
No information available |
Technology Trend Analysis Software for Research and Market Analysis
AI-powered solutions analyzing patent filings, research papers, product launches, and other signals to identify emerging technology waves.
More Technology Trend Analysis Software
More Research and Market Analysis ...
Data Source Integration
(3 Yes /4 Known /10 Possible features)
|
Patent Database Connectivity Direct integration with global patent databases (e.g., USPTO, WIPO). |
Not as far as we are aware.* No indication of direct integration with global patent databases like USPTO or WIPO; focus is on companies and venture data. | |
|
Academic Paper Ingestion Ability to harvest and parse new research papers from journals, repositories, and preprint servers. |
No information available | |
|
Product Launch News Crawling Automatic detection and extraction of new product announcements from news media and official company channels. |
Product highlights funding and product launch tracking from public sources and press releases. | |
|
Social Media Signals Capability to mine social media platforms for technology-related discussions. |
No information available | |
|
API Support for Custom Sources Allows users to connect proprietary or unconventional data sources via APIs. |
No information available | |
|
Frequency of Data Updates How often the solution updates its datasets from all sources. |
No information available | |
|
Language Coverage Number of languages in which data can be ingested and analyzed. |
No information available | |
|
Historical Data Depth Length of historical data available for trend backtesting. |
No information available | |
|
Industry Data Integration Support for integrating industry reports and market data. |
Market mapping and industry/market data integration are core features for venture capital analysis. | |
|
User Data Upload Option for users to upload their own datasets for analysis. |
Dealroom Pro allows portfolio upload and custom lists, supporting user data upload for analysis. |
Artificial Intelligence & Analytics
(5 Yes /5 Known /10 Possible features)
.
.
.
|
Natural Language Processing (NLP) AI tools to parse, understand, and categorize large volumes of textual data. |
NLP is used for company description parsing and categorization. | |
|
Trend Detection Algorithms Proprietary or customizable algorithms for identifying significant technology shifts. |
No information available | |
|
Predictive Modeling Machine learning-based forecasts of technology adoption and market expansion. |
Predictive analytics and trend forecasting are included in the platform according to the product overview. | |
|
Entity Recognition Ability to extract organizations, inventors, or companies from unstructured text. |
Entity extraction for companies, investors, and people is emphasized in network analysis tools. | |
|
Topic Clustering Clustering similar innovations and discoveries into meaningful categories. |
Clustering is available in the form of company and market mapping. | |
|
Sentiment Analysis Analyzing the positive/negative tone of research, news, and social media signals. |
No information available | |
|
Emergence Scoring Quantitative scoring of areas based on innovation activity and relevance. |
No information available | |
|
Explainable AI Capability for AI-generated insights to be interpreted and explained to users. |
No information available | |
|
Custom Model Training Option for users to train or fine-tune AI models to unique data or target markets. |
No information available | |
|
Automated Insights Generation System's ability to automatically generate reports and summaries on trend changes. |
Automated reports/summaries and insight generation are core to Dealroom's platform for VCs. |
Visualization & User Interface
(7 Yes /7 Known /10 Possible features)
.
.
.
|
Interactive Dashboards Customizable dashboards showing key metrics and trends. |
Customizable dashboards and trend maps shown in screenshots and product literature. | |
|
Trend Heatmaps Visual representations indicating the intensity or emergence of technology signals. |
Trend and market heatmaps form part of visual analytics tools. | |
|
Timeline Visualization Visualization of event frequency and impact over time. |
Timeline visualization available for funding and company activity trends. | |
|
Geographic Mapping Display of technology signals and innovations by region. |
Geographic market mapping and deal mapping visualizations provided. | |
|
Network Graphs Visualization of collaborations and relationships between entities. |
No information available | |
|
Drill-down Capabilities Ability to explore underlying documents and datasets from summarized views. |
No information available | |
|
Custom Report Generation User-driven design of tailored visual reports. |
Custom report generation via export tools and dashboard widgets. | |
|
Export Formats Support for exporting visualizations and reports in multiple formats (PDF, PPT, etc.). |
Exports available in CSV, XLS, and PDF formats per documentation. | |
|
Real-time Visualization Refresh How quickly dashboards update to reflect new data. |
No information available | |
|
Mobile-friendly Interface Usability of UI on mobile devices. |
Optimized for tablets and mobile, as stated in platform FAQ. |
Collaboration & Workflow
(2 Yes /2 Known /10 Possible features)
.
.
.
.
.
.
|
Multi-user Support Multiple users can access and work within the system independently or together. |
Multi-user team and portfolio management available; collaborative lists shared within VC teams. | |
|
Commenting & Annotation Collaborators can comment on or annotate findings and reports. |
No information available | |
|
Shared Workspaces Dedicated spaces for research teams with role-based access. |
No information available | |
|
Notification & Alert Systems Automatic alerts for new trends, data updates, or collaboration activities. |
No information available | |
|
Task Management Integration Integration with project management and workflow tools. |
No information available | |
|
Audit History Track and view previous actions and changes by users. |
No information available | |
|
Version Control Ability to manage revisions of shared reports and analyses. |
Role-based access and permissions described in enterprise capabilities. | |
|
Access Permissions Granular user access rights and data security per user/role. |
No information available | |
|
Integration with Email/Calendar Sync tasks and notifications with external communication tools. |
No information available | |
|
API for Automated Workflows Support for connecting with other SaaS platforms for workflow automation. |
No information available |
Market and Competitive Intelligence
(5 Yes /5 Known /10 Possible features)
.
.
.
.
|
Market Sizing Estimates Automatic estimation of addressable and serviceable market sizes. |
Market sizing available through addressable market estimates for VC users. | |
|
Competitor Activity Tracking Monitoring competitors' R&D, patent filings, and public product launches. |
Competitor tracking is a core use case (e.g., observing competitors' fundraising, launches, etc.). | |
|
Startup Ecosystem Mapping Visualization and tracking of startups and entrepreneurial activity within sectors. |
Market mapping feature includes startup ecosystem visualizations. | |
|
Funding Rounds Analysis Integration with funding data to track investment trends in emerging technologies. |
Tracks funding rounds globally, including historical and in-progress rounds. | |
|
Acquisition Tracking Detection and analysis of acquisitions, mergers, and partnerships. |
Acquisition, merger, and partnership tracking included with timeline views. | |
|
Business Model Identification Classification and identification of new or shifting business models. |
No information available | |
|
Market Entry Barriers Analysis Analysis of regulatory, technical, or financial barriers for new tech entrants. |
No information available | |
|
Competitor Benchmarking Metrics Quantitative scoring and benchmarking against leading or emerging competitors. |
No information available | |
|
Market Growth Rate Tracking Monitoring and forecasting of sectoral growth rates. |
No information available | |
|
Sector Segmentation Ability to segment data and insights by market vertical or subsector. |
No information available |
Search & Query Capabilities
(6 Yes /6 Known /10 Possible features)
.
.
.
|
Advanced Keyword Search Support for Boolean, fuzzy, and semantic search within all data. |
Boolean and semantic company search available across all indexed data. | |
|
Faceted Filtering Filter results by entity type, geography, date, tech category, source, etc. |
Filtering by entity, stage, geography, etc. is core to Dealroom's market mapping. | |
|
Natural Language Query Ability to enter queries conversationally (in plain English). |
No information available | |
|
Saved Searches Save and rerun frequent search queries. |
Saved searches and smart alerts are a highlighted feature. | |
|
Search Speed How quickly queries return results. |
No information available | |
|
Autocomplete Suggestions Dynamic suggestions as users type queries. |
No information available | |
|
Relevance Ranking Results ranked by relevance to user objectives. |
Search result relevance ranking is a platform feature. | |
|
Bulk Export of Results Ability to export large result sets for offline analysis. |
Bulk export options allow users to offline analyze deal and company data. | |
|
In-document Search Fast search within individual documents or papers. |
No information available | |
|
Alerting on New Query Matches Notify users when new data matches saved queries. |
Alerting functionality provided for new matches based on saved criteria. |
Reporting & Communication
(1 Yes /1 Known /10 Possible features)
.
.
.
.
.
.
.
.
.
|
Automated Report Generation AI-assisted drafting of research briefs, executive summaries, or investment memos. |
Automated generation of trend and summary reports for research and investment tasks. | |
|
Customizable Templates Pre-built and customizable report formats and slides. |
No information available | |
|
Scheduled Reporting Automated scheduling and distribution of periodic reports. |
No information available | |
|
Interactive Reports Clickable, interactive reports with drill-down and links to live data. |
No information available | |
|
Email & Slack Integration Push reports and summaries to internal communications platforms. |
No information available | |
|
White-label Options Produce unbranded or firm-branded output for clients. |
No information available | |
|
Data Sharing Controls Define which team members or groups have access to specific reports. |
No information available | |
|
Export File Types Supported formats for exporting reports (PDF, Excel, PowerPoint, etc.). |
No information available | |
|
Insight Tagging Tag and organize findings by theme, priority, or stakeholder. |
No information available | |
|
Usage Analytics for Reports Track report views, downloads, and reader engagement. |
No information available |
Security & Compliance
(1 Yes /1 Known /10 Possible features)
.
.
.
.
.
.
.
|
End-to-End Encryption Encrypt all data transmissions and at-rest storage. |
No information available | |
|
Single Sign-On (SSO) Allow enterprise authentication via major SSO providers. |
No information available | |
|
User Access Controls Granular permissions for users, roles, and groups. |
User access and role restriction settings included in enterprise and VC account settings. | |
|
Audit Logging Comprehensive logs of all user and system actions. |
No information available | |
|
Data Residency Options Choice of physical/cloud data storage jurisdiction. |
No information available | |
|
GDPR/CCPA Compliance Adherence to leading privacy regulations. |
No information available | |
|
Two-factor Authentication Require two factors/methods for login security. |
No information available | |
|
Data Anonymization Ability to anonymize or pseudonymize sensitive datasets. |
No information available | |
|
Vulnerability Monitoring Continuous system scanning for security threats. |
No information available | |
|
Penetration Testing Frequency Frequency of formal external penetration testing. |
No information available |
Integration & Extensibility
(1 Yes /1 Known /10 Possible features)
.
.
.
.
.
.
.
.
|
REST API Availability Comprehensive REST APIs for ingest and export of data. |
REST API for data extraction is available for enterprise clients as per the documentation. | |
|
Webhooks Real-time push notifications of system events to external apps. |
No information available | |
|
Zapier/IFTTT Integration Ready-made connections for no-code/low-code automation tools. |
No information available | |
|
CRM Integration Connections to commonly used customer relationship management systems. |
No information available | |
|
Data Import Tools Batch upload/import utilities for datasets. |
No information available | |
|
Custom Data Connectors Build custom integrations to internal or niche sources. |
No information available | |
|
Export to BI Tools Direct export to Tableau, Power BI, or similar analytics platforms. |
No information available | |
|
Webhook Event Types Supported Number of distinct system events available via webhooks. |
No information available | |
|
API Rate Limits Maximum number of API calls allowed per second. |
No information available | |
|
SDK Availability Provision of software development kits (SDKs) for custom integration. |
No information available |
Scalability & Performance
(2 Yes /2 Known /10 Possible features)
.
.
.
.
|
Concurrent User Support Maximum number of simultaneous users supported. |
No information available | |
|
Storage Capacity Maximum supported data storage volume. |
No information available | |
|
Data Processing Throughput Amount of new data processed per unit time. |
No information available | |
|
System Uptime Guarantee Percentage guarantee of system availability. |
No information available | |
|
Latency for Analytics Queries Response time for returning analytic queries. |
No information available | |
|
Horizontal Scaling Support System ability to increase resources as data/user volume grows. |
Scaling is described in case studies for large global VC clients. | |
|
Batch Processing Capabilities Support for bulk or batch analysis tasks. |
Batch upload and processing described for portfolio and deal data. | |
|
Auto-scaling Infrastructure Automatic scaling of compute and storage. |
No information available | |
|
Response Time SLAs Service level agreement for response times. |
No information available | |
|
Disaster Recovery Time Time required for full recovery after critical failure. |
No information available |
Support, Training & Community
(5 Yes /5 Known /10 Possible features)
.
.
.
.
.
|
Onboarding & Training Programs Availability of structured onboarding and training for new users. |
Structured onboarding and customer success program for new users described on vendor website. | |
|
Dedicated Account Support Assigned support representatives for enterprise users. |
No information available | |
|
Knowledge Base Access Comprehensive documentation and tutorials. |
Helpdesk and user documentation are provided for all users. | |
|
Community Forum Active user community for sharing best practices. |
Dealroom has an active product community and shares use cases/best practice articles. | |
|
User Feedback Mechanism Channels for submitting feedback, bugs, and suggestions. |
User feedback, requests, and roadmap suggestions are welcomed via platform feedback channels. | |
|
Service Response Time Average time to initial support response. |
No information available | |
|
Regional Support Coverage Number of regions/countries with direct support presence. |
No information available | |
|
Professional Services Availability Custom integration or consulting services offered. |
Professional services, onboarding for API, and custom integration available to enterprise/VC clients. | |
|
Webinar & Events Regularly scheduled training webinars or in-person events. |
No information available | |
|
SLAs for Support Resolution Formal agreement on issue resolution timelines. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.