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Chronograph Platform from Chronograph
Portfolio monitoring and analytics platform with data collection automation, performance measurement, and benchmarking. Includes portfolio company tracking, valuation analysis, cash flow modeling, and custom reporting.
Product analysis by function
Value Creation Tools for Portfolio Management
Platforms facilitating resource sharing, mentorship connections, and strategic introductions to help portfolio companies accelerate growth.
More Value Creation Tools
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Resource Sharing
(0 Yes /0 Known /15 Possible features)
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Talent Marketplace Centralized database or matching platform for hiring or sharing personnel among portfolio companies. |
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Shared Service Directory Access to vetted vendors and service providers at preferential pricing or terms. |
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Knowledge Base A robust library of guides, playbooks, templates, and best practices accessible to all companies. |
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Document Collaboration Tools for real-time document sharing, collaboration, and version control between portfolio companies. |
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Resource Request Workflow Workflow management for requesting and allocating shared resources (e.g., office space, hardware). |
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Cross-Portfolio Communication Integrated messaging or forum functionality for inter-company communication and discussion. |
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Software License Pooling Facility to pool and reallocate SaaS licenses across portfolio companies. |
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Usage Analytics Analytics and reporting on resource utilization across the portfolio. |
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Automation of Resource Assignment Automated matching and assignment of available resources to companies in need. |
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Integration with External Systems Ability to integrate with third-party HR, procurement, or project management tools. |
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Resource Inventory Cap Maximum number of different resources the platform can catalogue or manage. |
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Search and Filter Capabilities Advanced search and filter features to quickly identify and locate needed resources. |
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Permission Controls Role- and company-based access controls for shared resources and documents. |
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Multi-language Support Supports multiple languages for diverse international portfolios. |
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Mobile Access Mobile app or responsive interface to facilitate resource sharing on the go. |
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Mentorship Connections
(0 Yes /0 Known /15 Possible features)
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Mentor Directory Searchable, categorized database of available mentors, including expertise and background. |
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Automated Matching Algorithm Machine learning-based or rule-based system for smart matching between mentors and mentees. |
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Mentorship Program Management End-to-end workflow for onboarding, scheduling, and tracking mentorship engagements. |
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Session Scheduling Integrated calendar and scheduling for meetings, calls, and follow-ups. |
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Feedback and Rating System Mechanism for collecting structured feedback and ratings after mentorship sessions. |
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Mentor Availability Indicators Real-time display of mentor availability and responsiveness. |
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Group Mentorship Support Ability to facilitate group mentorship sessions or roundtables. |
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Mentorship Session Capacity Maximum number of mentorship sessions that can be scheduled per month. |
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Goal Tracking Tools for setting, tracking, and reviewing development goals set by mentorship pairs. |
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Confidentiality Features Settings and agreements to help ensure confidentiality during mentorship exchanges. |
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Cross-Portfolio Networking Mentors can connect with mentees from any participating portfolio company. |
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Mentor Engagement Analytics Data dashboards and reports on mentor engagement, participation rates, and outcomes. |
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Automated Reminders System-generated reminders for upcoming sessions or deadlines. |
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Multimedia Session Support Allows video, audio, and chat-based mentorship sessions. |
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Onboarding and Matching Time Average time required to onboard new mentors and match them with mentees. |
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Strategic Introductions
(0 Yes /0 Known /15 Possible features)
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Introduction Management Workflow Tools for streamlining, tracking, and documenting strategic introduction requests and outcomes. |
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Contact Database Well-maintained and segmented database of potential partners, customers, and investors. |
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Warm Introduction Automation Automated mechanisms for requesting, brokering, and tracking warm introductions. |
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Stakeholder Mapping Visualization tools for mapping relationships between stakeholders within and outside the portfolio. |
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Introduction Success Rates Analytics on conversion rates of introductions made via the platform. |
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Introduction Volume Number of introductions that can be facilitated per month. |
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Follow-Up Automation Automatic reminders and follow-up emails post-introduction. |
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Conflict Checks Automated detection of potential conflicts of interest before making an introduction. |
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Personalized Introduction Templates Customizable email or message templates for making warm introductions. |
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Request Approval Workflows Customizable workflows for approving, denying, or escalating introduction requests. |
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Data Enrichment Integrations Automatically update and enrich contact data using external databases (e.g., LinkedIn, Crunchbase). |
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Segmented Contact Sharing Ability to selectively share contacts or lists with relevant companies. |
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Multi-Party Introductions Support for introductions involving more than two parties. |
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Introduction Feedback Mechanism Collecting post-introduction feedback from all stakeholders. |
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Introduction Pipeline Visualization Kanban or timeline visualization of introductions at various stages. |
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Community Building and Engagement
(0 Yes /0 Known /15 Possible features)
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Online Community Platform Dedicated forum, message board, or social space for portfolio company interaction. |
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Virtual and In-Person Event Management Tools for scheduling, promoting, and tracking attendance at portfolio events. |
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Event RSVP Cap Maximum number of RSVPs or attendees per event. |
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Event Archive and Resources Recorded sessions and event materials accessible for reference. |
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Interactive Polls & Surveys Built-in polling and survey tools to gather feedback from the portfolio community. |
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Event Notifications and Reminders Automated notifications for upcoming events or deadlines. |
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Special Interest Groups Sub-communities based on themes, sectors, or company stages. |
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Private Messaging One-on-one or group DMs within the platform. |
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Content Sharing Newsfeeds or content walls for sharing updates, wins, or resources. |
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Engagement Analytics Metrics on participation, event attendance, and community activity. |
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Calendar Integration Sync platform events with Google Calendar, Outlook, or Apple Calendar. |
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Discussion Moderation Tools Admin controls to moderate or curate community discussions. |
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Gamification Features Badges, points, or leaderboards to encourage active participation. |
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Multi-timezone Support Event times and reminders auto-adjusted for different geographies. |
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Mentor AMA Format Support for “Ask Me Anything” style mentor and founder Q&A sessions. |
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Platform Integrations & APIs
(3 Yes /4 Known /15 Possible features)
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Open API Availability Does the platform offer open APIs for programmatic integration? |
Not as far as we are aware.* No mention is made of open API availability for programmatic access; integrations appear to occur through specific data automations rather than public APIs. | |
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Native Integration Catalog Number of pre-built native integrations with popular tools (e.g., Slack, Salesforce, GSuite). |
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Single Sign-On (SSO) Support for centralized authentication via SSO providers. |
Single Sign-On (SSO) is described as a security/compliance feature for enterprise clients. | |
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Real-Time Data Sync Bi-directional, real-time data synchronization with integrated systems. |
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Webhook Support Capable of triggering external services via webhooks. |
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Standard Data Export Formats Ability to export platform data in standard formats (e.g., CSV, JSON, XLSX). |
Chronograph explicitly offers export options in standard formats like CSV and XLSX. | |
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Integration Setup Time Average time to set up common integrations. |
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Marketplace for Extensions Availability of a marketplace for third-party add-ons and extensions. |
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Integration Support Documentation The depth and quality of API and integration documentation. |
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Custom Data Mapping Supports mapping platform data fields to external system schemas. |
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User Provisioning Automation Automates user onboarding/offboarding via integrations. |
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Integration Failure Alerts Immediate alerts for integration failures or errors. |
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Sandbox Environment Test environment for developing and validating integrations. |
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Data Ingestion Rate Maximum rate at which data can be ingested via integration APIs. |
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Security Certifications for Integrations Level of security compliance for API and data connections (e.g., SOC 2, ISO 27001). |
Chronograph indicates ISO 27001, SOC 2 and related security certifications are present for its platform and APIs. |
Analytics & Reporting
(13 Yes /13 Known /15 Possible features)
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Value Creation Dashboard Visual dashboard summarizing key value-add activities and metrics portfolio-wide. |
Chronograph describes a value creation dashboard with visual summaries of portfolio activities and value-add metrics. | |
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Custom Report Builder Drag-and-drop report creation interface. |
Chronograph offers custom report building within its analytics suite, as stated on its product page. | |
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Real-Time Analytics Analytics update continuously as new data is entered. |
Chronograph provides analytics that update as new data is collected from portfolio companies. | |
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KPI Tracking Track and display custom-selected KPIs for each company or the whole portfolio. |
KPI tracking is a core feature, enabling users to define and visualize custom key performance indicators. | |
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Data Export Capabilities Ability to export visualizations and raw data for further analysis. |
Users can export both visualizations and underlying raw data for further analysis, according to product documentation. | |
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Scheduled Reporting Reports automatically generated and sent to stakeholders at preset intervals. |
Chronograph supports automated scheduled reporting for periodic stakeholder updates. | |
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Drill-Down Functionality Ability to click through summary data to detailed source-level information. |
The platform supports interactive analysis with drill-down capabilities on dashboard metrics. | |
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Engagement Heatmaps Visual heatmaps flagging most- and least-engaged companies or activities. |
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Attribution Tracking Link value creation activities to measurable company outcomes (e.g., revenue growth, new hires). |
Chronograph documents attribution between value creation activities and portfolio outcomes, supporting attribution tracking. | |
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Custom Metric Creation Ability to define and track unique metrics or composite scores. |
The system allows custom metric creation. | |
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Alerting on Anomalies Alerts triggered by unexpected drops, spikes, or inactivity. |
The Chronograph product provides anomaly-based alerting, as indicated by discussion of notifications for outliers. | |
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Dashboard User Cap Maximum number of concurrent users who can access dashboards. |
No information available | |
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Automated Data Ingestion Automatic import of relevant data from integrated portfolio company systems. |
Chronograph collects data automatically from a range of portfolio company systems. | |
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Benchmarking Tools Benchmark performance across companies, sectors, or stages. |
Benchmarking tools are highlighted in the feature set, enabling cross-company and cross-sector comparison within the platform. | |
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Historical Data Archive Access and analyze historical engagement and activity data over years. |
Chronograph maintains and allows access to historical data for time series and multi-year analysis. |
Security & Compliance
(4 Yes /4 Known /15 Possible features)
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Data Encryption at Rest and Transit Full encryption of stored and transmitted data. |
All data is encrypted at rest and in transit by default, as stated on Chronograph’s security page. | |
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Role-Based Access Controls Granular controls to restrict feature and data access by user role. |
Detailed, role-based access controls are presented as part of the user management and permission features. | |
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Audit Logs Comprehensive logs documenting platform and user activity. |
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Multi-Factor Authentication (MFA) Supports MFA for all users to ensure secure access. |
Multi-factor authentication (MFA) is a highlighted security feature for all users. | |
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GDPR/CCPA Compliance Product conforms to key international privacy regulations. |
Chronograph commits to GDPR and CCPA compliance in its privacy assurance statements. | |
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Custom Data Retention Policies Flexible settings for how long platform and user data are stored. |
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SAML/SSO Authentication Supports SAML-based SSO for enterprise-grade authentication. |
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External Security Audits Regular external audits and penetration tests of product security. |
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Incident Response SLA Guaranteed maximum response time for security incidents. |
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Data Residency Options Allows customer choice of data storage region (EU, US, etc). |
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End-to-End User Consent Management Mechanisms for capturing and managing user consent for data processing. |
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Breach Notification System Immediate notifications to admins and users in case of data breach. |
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Customizable Access Policies Define unique access rules for diverse user groups. |
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API Security Features Supports secure tokens, rate limiting, and input validation for external integrations. |
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User Session Timeout Maximum allowable inactive session duration before automatic logout. |
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User Experience & Accessibility
(4 Yes /4 Known /15 Possible features)
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Intuitive UI Design Modern, clean interfaces and logical navigation structures. |
‘Intuitive UI’ is called out as a user experience differentiator on the solutions site and in customer testimonials. | |
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Accessibility (WCAG) Compliance Meets Web Content Accessibility Guidelines (WCAG) to support users with disabilities. |
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Onboarding Wizards Step-by-step guided setup for new users. |
Onboarding wizards and guided onboarding are part of the initial setup process, as per user training videos. | |
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Multi-Device Support Fully responsive and adaptive across desktop, tablet, and mobile. |
Chronograph is described as browser-based and fully responsive across device types. | |
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Customizable Dashboards Users can tailor dashboards to display only relevant information and widgets. |
Dashboards are user-configurable to display portfolio KPIs, benchmarking, and analytic widgets according to user needs. | |
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Search Functionality Powerful, universal search across all platform data. |
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Localization Supports multiple languages, currencies, and local standards. |
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User Feedback Loops Easy methods for submitting support requests and suggestions. |
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Training Resources Access to training videos, walkthroughs, and documentation. |
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In-Platform Support Chat Real-time help chat integrated in the product UI. |
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Navigation Speed Average time to load new views or data. |
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Personalization Options Ability for users to set preferences, notification settings, and themes. |
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Accessibility Testing Coverage Percentage of platform features tested for accessibility. |
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Mobile App Support Availability of a dedicated mobile application (iOS/Android). |
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Self-Service Help Center Rich online help and FAQ covering product functions and troubleshooting. |
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Support & Customer Success
(0 Yes /0 Known /15 Possible features)
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Dedicated Customer Success Manager Assigned point of contact for onboarding, adoption, and ongoing support. |
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Multi-Channel Support Availability Support via phone, email, chat, and ticketing portals. |
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Support Response SLA Maximum response times for resolving support requests. |
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24/7 Emergency Support Round-the-clock support for critical product issues. |
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Onboarding and Implementation Services Structured onboarding and migration assistance. |
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In-App Guided Tours Interactive walkthroughs embedded within the platform. |
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Video Tutorials Extensive video library for self-paced learning. |
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Community Support Channels Peer-to-peer support via user forums or groups. |
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Feature Request Tracking Track, upvote, and respond to customer feature ideas. |
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Knowledge Base Depth Number of unique articles or topics available in the support knowledge base. |
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Net Promoter Score (NPS) Tracking Systematic measurement of user satisfaction and loyalty. |
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Online Ticketing Portal Log, manage, and view support requests online. |
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Usage Analytics for Support Reports on common pain points or frequently accessed resources. |
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Customer Health Scoring Algorithmic assessment of account health and risk of churn. |
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Live Training Sessions Scheduled live webinars or workshops for new features and best practices. |
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Customization & Scalability
(0 Yes /0 Known /15 Possible features)
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White Labeling Platform branding, emails, and URLs can be customized. |
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Custom Fields & Objects Create new fields or entities to store portfolio-specific data. |
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Workflow Automation Builder Drag-and-drop tools to automate business processes uniquely. |
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Scalable User Limits Ability to support growing numbers of users/companies without performance loss. |
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Custom Branding for Emails & Notifications Email communications reflect VC’s brand. |
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Flexible Role and Permission Schemes Define and assign unique user types, roles, and permissions. |
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Portfolio Size Cap Maximum number of portfolio companies supported. |
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Customizable Landing Pages Unique, company- or cohort-specific landing and resource pages. |
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Bulk Data Import/Export Efficiently migrate large amounts of data into/out of the platform. |
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Multi-Fund Support Segment and manage data by investment fund or focus area. |
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Scalability Stress Test Results Performance stats under maximum simulated load. |
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Reporting Template Customization Create, edit, and save custom report templates. |
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Flexible API Rate Limits Adjustable rate limits for high-volume integrations. |
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Automated Custom Notifications Trigger custom alerts and reminders based on any system event. |
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Custom Terms and Conditional Logic Define business rules and custom workflows using conditionals. |
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Performance & Reliability
(0 Yes /0 Known /15 Possible features)
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Guaranteed Uptime SLA Contractual commitment to a percentage of platform uptime (e.g., 99.9%). |
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Average Latency Average time for transactions or requests to be processed. |
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Scalable Hosting Dynamic allocation of compute/storage resources to handle increased load. |
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Automated Failover Automatic switching to backup systems in case of hardware/software failure. |
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Data Backup Frequency How regularly data is backed up. |
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Disaster Recovery Plan Formal documentation and testing of recovery from critical failures. |
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Geographical Redundancy Data centers in multiple locations to reduce risk and latency. |
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System Status Page Publicly available real-time status dashboard. |
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Monitoring and Incident Alerting 24/7 monitoring and real-time alerting on issues. |
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Rolling Upgrades Software upgrades can be done without downtime. |
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Concurrent User Cap Maximum tested number of concurrent users before performance degrades. |
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Transaction Throughput Number of platform transactions handled per second. |
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API Call Latency Average time to receive a response from API endpoints. |
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Version History Snapshots History of document or data versions is maintained for recovery. |
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Downtime Notification Lead Time Minimum advance notice before planned maintenance downtime. |
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Performance Reporting Tools for Investor Relations
Software generating customized reports on fund performance, including IRR calculations, cash-on-cash returns, TVPI, DPI, and other venture capital metrics.
More Performance Reporting Tools
More Investor Relations ...
Core Performance Metrics
(14 Yes /14 Known /15 Possible features)
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IRR Calculation Ability to compute internal rate of return (IRR) for fund and portfolio metrics. |
Chronograph advertises IRR calculation as a core performance metric. | |
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Net IRR Calculation Provides calculation for net IRR after fees, expenses, and carried interest. |
Platform states it supports net IRR reporting after fees and carry. | |
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Gross IRR Calculation Ability to calculate gross IRR before fees and carried interest. |
Gross IRR calculation mentioned in fund performance analytics. | |
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TVPI Reporting Calculates and reports Total Value to Paid-In (TVPI) multiple. |
Chronograph explicitly provides TVPI reporting for funds. | |
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DPI Reporting Calculates and reports Distributions to Paid-In (DPI) multiple. |
DPI multiples are integrated into Chronograph’s reporting modules. | |
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RVPI Reporting Calculates and reports Residual Value to Paid-In (RVPI) multiple. |
RVPI multiples supported in fund analysis features per marketing collateral. | |
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Cash-on-Cash Return Calculates cash-on-cash return ratios for funds and investments. |
Cash-on-cash return calculation is part of performance analytics. | |
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MOIC Calculation Provides Multiple on Invested Capital (MOIC) calculations. |
MOIC (Multiple on Invested Capital) is a core calculated field. | |
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Custom Metric Tracking Enables users to define and track custom fund performance metrics. |
User documentation references ability to define custom metrics. | |
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Time-Weighted Returns Ability to calculate and report time-weighted returns in addition to IRR. |
Time-weighted return functionality is included in performance measurement. | |
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Public Market Equivalent (PME) Calculates PME to compare fund performance with public benchmarks. |
Platform supports Public Market Equivalent (PME) metric to compare to public benchmarks. | |
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Benchmarking Engine Provides built-in benchmarks for comparison, configurable with user data. |
Chronograph includes a benchmarking engine using internal/external datasets. | |
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Vintage Year Analysis Ability to segment and analyze returns by vintage year. |
Vintage year analysis is available for returns segmentation. | |
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Fund Level vs Deal Level Analytics Supports calculation and comparison of metrics at both fund and deal level. |
Reports can be configured at both fund and deal level for analytics. | |
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Number of Supported Metrics Total number of out-of-the-box metrics supported by the platform. |
No information available |
Report Customization and Automation
(13 Yes /13 Known /14 Possible features)
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Custom Report Builder Allows users to design custom reports using a drag-and-drop interface or configurable templates. |
Custom report builder with drag-and-drop UI is referenced in product overviews. | |
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Report Scheduling Automated scheduling of report generation and distribution to designated recipients. |
Automated/scheduled report distribution is part of reporting suite. | |
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Dynamic Report Updates Real-time updating of reports as new data becomes available. |
Real-time report updating noted in platform features. | |
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Automated Data Refresh Automatic pulling and refreshing of performance data in reports. |
Reports auto-refresh as new portfolio data arrives. | |
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Distribution Lists Support for user-defined recipient lists or groups for report dissemination. |
Report dissemination supports user-defined distribution lists. | |
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Custom Branding Ability to include custom logos, colors, and branding elements in reports. |
Reports support custom branding including logos and colors. | |
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Multi-fund Reporting Enables reports covering multiple funds with consolidated metrics. |
Multi-fund reporting supported for consolidated analytics. | |
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White-label Capabilities Generate reports that are fully white-labeled for external stakeholders. |
Platform can white-label reports for clients and external delivery. | |
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Pre-built Templates Availability of a library of best-practice pre-built report templates. |
Pre-built template library is mentioned in reporting workflow documentation. | |
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Ad-Hoc Reporting Generate unscheduled, on-demand reports with a flexible data selection. |
Ad-hoc/on-demand reporting with flexible data selection is available. | |
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Legal and Compliance Footers Include customizable compliance and legal disclosures automatically. |
Customizable footers/legals mentioned in report configuration options. | |
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Custom Calculations Allows inclusion of custom calculation logic in report fields. |
Ability to add custom calculation logic in report fields is supported. | |
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Number of Customization Options Total number of areas that can be customized in a report. |
No information available | |
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Configurable Time Periods Option to generate reports for custom or rolling time periods. |
Reports can be run for custom or rolling periods per user specification. |
Data Integration and Import
(11 Yes /11 Known /14 Possible features)
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API Integrations Ability to connect via APIs to data warehouses, accounting software, or portfolio management systems. |
API integrations described for connecting to external PMS and data warehouses. | |
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Excel/CSV Import Supports straightforward bulk import via .csv/.xls files. |
Excel and CSV bulk import options described in platform documentation. | |
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Automated Data Feeds Automate regular pulling of data from identified data sources. |
Automated data feeds supported for portfolio and benchmark data ingestion. | |
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Custom Data Connectors Ability to develop and use custom data connectors as needed. |
Platform allows for building custom data connectors via its API documentation. | |
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Data Validation Checks Includes built-in validation and error detection for incoming data. |
Data import and validation checks are referenced as a quality control feature. | |
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Data Reconciliation Tools Enables the reconciliation of imported data with source or reference data. |
Reconciliation tools are included for validating imported data with source data. | |
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Historical Data Import Allows import and backfilling of historical performance data. |
Historical data import and backfilling supported. | |
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Third-party Data Vendor Integration Supports integration with third-party investment data providers. |
3rd-party data vendor integrations available for external data. | |
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Manual Data Entry Interface Easy-to-use UI for manual entry of investment or performance data. |
Manual entry interface for data also included. | |
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Data Mapping Tool Provides tools to map imported data fields to the appropriate application fields. |
Data mapping/mapping tool referenced in onboarding/import workflow. | |
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Error Resolution Workflow Workflow tools to identify, investigate, and correct data import errors. |
Error resolution workflow and tools built into data management. | |
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Data Import Speed The average speed at which the software can import standard-size performance datasets. |
No information available | |
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Maximum Data Capacity The maximum number of records or data rows the platform can handle/import. |
No information available | |
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SFTP Integration Ability to connect and retrieve data via Secure File Transfer Protocol (SFTP). |
No information available |
Visualization and Analytics
(13 Yes /13 Known /14 Possible features)
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Interactive Dashboards Provides interactive dashboards with configurable widgets and drill-down options. |
Interactive dashboards with drill-down, filter, and configuration are highlighted as a selling point. | |
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Graphical Charting Rich graphical chart options (bar, line, waterfall, pie charts, etc.). |
Multiple chart types (bar, line, pie, etc.) supported in visualizations. | |
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Trend Analysis Built-in tools for trend analysis over customizable periods. |
Trend analysis available on all performance time series. | |
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Scenario Analysis Ability to model and display performance under different hypothetical scenarios. |
Scenario modeling for valuations and returns described in platform functionality. | |
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Peer Comparison Allows visual comparison between different funds, deals, or benchmarks. |
Peer/fund-to-fund comparison features built into dashboards. | |
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Portfolio Company Drill-down Drill down into the contribution of individual portfolio companies. |
Supports drill-down into portfolio company level metrics. | |
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Geographic Analysis Breakdown and visualize portfolio performance by geography. |
Geographic analytics for portfolio breakdown supported. | |
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Industry Sector Breakdown Visualize and analyze the portfolio by industry sector. |
Industry breakdown for portfolio reporting supported. | |
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Custom Widget Library Extensive library of customizable dashboard widgets. |
Custom widget/dashboard library referenced in platform's demo videos. | |
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Export Visualizations Export graphs and dashboards in various formats (PDF, PNG, Excel, etc.). |
Charts and dashboards can be exported in PDF and Excel formats. | |
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Real-Time Data Visualization Dashboards and visualizations update in real time with incoming data. |
Visualizations update in real time as data feeds are processed. | |
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Multi-Fund Comparison Visual comparison across multiple funds in a single dashboard. |
Multi-fund, cross-fund analysis and comparison on select dashboards. | |
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Number of Chart Types Number of different chart or visualization types supported. |
No information available | |
|
Custom KPI Definitions Allows users to define custom KPIs to visualize on dashboards. |
User-defined KPIs supported for performance dashboards. |
Investor Portal and Access Control
(12 Yes /12 Known /14 Possible features)
|
Investor Portal A secure portal for investors to access performance documents and dashboards. |
Dedicated, secure investor portal is one of Chronograph's highlighted modules. | |
|
Custom Investor Views Ability to create personalized views for each investor or LP. |
Platform supports custom investor views for individual LPs. | |
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Role-Based Access Control Granular permissions based on user roles and investor type. |
Role-based (user, admin, LP) access control is supported. | |
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Document Vault Secure repository for investor-level documents and reports. |
Investor documents and reports are stored in a secure, encrypted vault. | |
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Secure Two-factor Authentication Support for strong authentication methods like 2FA or SSO. |
2FA and SSO are supported for secure investor access. | |
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Audit Trail Comprehensive logging of report access and portal usage. |
Comprehensive audit trails and access logging available for compliance. | |
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Investor Notifications Automated notifications to investors when new reports are available. |
Notifications can be automated to inform investors of new report availability. | |
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Upload/Download Permissions Set permissions for downloading or uploading reports and documents. |
Permissions for document downloads and uploads are part of access control settings. | |
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Customizable Landing Pages Each LP or investor can have a handcrafted landing page within the portal. |
Investor portal supports customizable landing pages. | |
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Multi-language Support Portal can be accessed in multiple languages. |
No information available | |
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Bulk User Management Ability to efficiently manage access for multiple investors/LPS at once. |
Bulk user/investor management available for onboarding LPs. | |
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Mobile Access Investor portal can be accessed via mobile and tablet devices. |
Investor portal is mobile compatible as per web documentation. | |
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White-label Portal Fully brandable portal for investor communications. |
Chronograph’s portal can be fully branded/white-labeled. | |
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Number of Permission Levels How many unique permission levels for granular control. |
No information available |
Security and Compliance
(11 Yes /11 Known /14 Possible features)
|
Data Encryption at Rest All stored data is encrypted using industry standards. |
Data encryption at rest confirmed in security policies. | |
|
Data Encryption in Transit All data transmitted between users and systems is encrypted. |
Data encrypted in transit stated in technical documentation. | |
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Role-based Access Controls Granular access rights to control who can view or edit sensitive data. |
Role-based access controls implemented for sensitive data. | |
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GDPR Compliance Adherence to GDPR and other data privacy standards. |
Chronograph states compliance with GDPR best practices. | |
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SOC 2 Certification System and processes are audited and certified under SOC 2 standards. |
No information available | |
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Data Retention Policies Configurable rules for retaining, archiving, or deleting data. |
Configurable data retention/deletion policies are part of data lifecycle management. | |
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Comprehensive Audit Logs Maintains logs of all user actions for audit purposes. |
Comprehensive audit logging discussed in compliance feature set. | |
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Single Sign-On (SSO) Enables users to access the platform via enterprise SSO. |
SSO enterprise-level sign-in available for clients. | |
|
Two-Factor Authentication (2FA) User authentication must include a second verification factor. |
2FA supported for platform login. | |
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Data Backup & Disaster Recovery Automated scheduled backups and DR procedures. |
Data backup and DR procedures referenced on security page. | |
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Secure API Access APIs require authentication and encryption. |
API access is authenticated and encrypted. | |
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User Session Timeout Sessions automatically expire after configurable inactivity. |
User sessions time out after inactivity, configurable. | |
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IP Whitelisting Restrict access to the platform by IP addresses. |
No information available | |
|
Number of Security Certifications The number of distinct third-party security certifications held. |
. | No information available |
User Experience and Interface
(8 Yes /8 Known /14 Possible features)
|
Intuitive Navigation Clear menu structures and user journeys for easy access to features. |
UI/UX demo shows clear menu structures for intuitive navigation. | |
|
Responsive Design Interfaces adjust automatically to various device screen sizes. |
Platform is responsive and mobile friendly. | |
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Guided Onboarding Step-by-step onboarding for new users and teams. |
Guided onboarding steps shown during implementation/trials. | |
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Help Center/FAQs Integrated searchable help/FAQ knowledge base. |
Help center, video tutorials, and FAQ included. | |
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Interactive Tutorials Clickable stepwise tutorials embedded in-app. |
No information available | |
|
Accessibility Features Compliance with accessibility standards (WCAG, etc.). |
No information available | |
|
User Feedback Mechanism In-app feedback or support ticketing system. |
User feedback and support tickets can be submitted in-app. | |
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Customizable User Preferences Users can set preferences for notifications, dashboards, displays, etc. |
Customizable notifications, displays, etc., are provided in the user settings. | |
|
Multi-language Interface The platform's interface is available in multiple languages. |
No information available | |
|
Performance Speed Average time to load standard dashboard or report. |
No information available | |
|
Number of Supported Languages The number of different language options available. |
No information available | |
|
Brand Customization User ability to set logos, colors, and other brand elements in UI. |
Brand customization for UI elements is available. | |
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Dark Mode Ability for users to switch between light and dark themes. |
No information available | |
|
Search Functionality Comprehensive, platform-wide search and filtering tools. |
Comprehensive in-app search and filtering is a core UI feature. |
Collaboration and Communication
(0 Yes /0 Known /14 Possible features)
|
Internal Notes and Comments Allow internal team members to leave notes on reports or investment records. |
. | No information available |
|
Shareable Links Generate secure links for specific reports or dashboards with customizable expiration. |
. | No information available |
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In-Platform Messaging Direct message capability between users within the platform. |
. | No information available |
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Collaboration Workspaces Private workspaces for IR team collaboration on documents and reports. |
. | No information available |
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Task Assignment Assign tasks or action items directly from reports or dashboards. |
. | No information available |
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Discussion Threads Enable threaded discussions attached to datasets or reports. |
. | No information available |
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Notification Center Centralized area for all user notifications—comments, approvals, updates. |
. | No information available |
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Investor Q&A Tracking Built-in module to log and track investor queries and management responses. |
. | No information available |
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Email Integration Send reports, alerts, and communications directly via integrated email. |
. | No information available |
|
Version Control Track and manage different versions of reports or analysis. |
. | No information available |
|
User Mentioning Ping users by @mention for collaboration or review. |
. | No information available |
|
Read Receipts Know when sent reports or communications are opened or read. |
. | No information available |
|
Role-Based Sharing Permissions Set detailed permissions on how and with whom items can be shared. |
. | No information available |
|
Comment Moderation Support for monitoring and moderating collaboration tools. |
. | No information available |
Audit, Traceability, and Governance
(0 Yes /0 Known /12 Possible features)
|
Comprehensive Audit Trails Every data change, report generation, and access event is logged and time-stamped. |
. | No information available |
|
User Activity Tracking Log and report on detailed user actions at the field, record, and report level. |
. | No information available |
|
Exportable Audit Logs Export logs in standard formats for review and compliance. |
. | No information available |
|
Change Log Reports Automated reports on key changes to datasets and reports. |
. | No information available |
|
Approval Workflows Configurable review and approval processes for publication of key reports. |
. | No information available |
|
Record Locking Locking mechanisms to prevent changes after review/approval. |
. | No information available |
|
Version History Access to and restoration of historical versions of datasets and reports. |
. | No information available |
|
Data Provenance Tracking Track the origin and path of all performance data (source-to-report). |
. | No information available |
|
Regulatory Report Templates Pre-built templates for reporting to regulators or industry bodies. |
. | No information available |
|
Role-Based Workflow Permissions Define which users can approve, edit, or view based on workflow steps. |
. | No information available |
|
Number of Audit Events Tracked Total number of distinct types of audit events tracked. |
. | No information available |
|
Digital Signatures Supports electronic approval and digital signing of critical reports. |
. | No information available |
Scalability and Extensibility
(0 Yes /0 Known /12 Possible features)
|
Multi-Fund Scalability Ability to add and report on new funds with no degradation in speed or features. |
. | No information available |
|
High User Concurrency Support for large numbers of concurrent users. |
. | No information available |
|
Extensible via API Exposes inward and outward APIs for integration and extension. |
. | No information available |
|
Plug-in Architecture Ability to add or enable new features or modules easily. |
. | No information available |
|
Custom Workflow Capability Users can build or adjust workflows for custom business processes. |
. | No information available |
|
Support for Global Operations Ability to handle data and reports for funds/investors across geographies. |
. | No information available |
|
Load Testing Certification Official certification for platform operation under high load. |
. | No information available |
|
Sandbox/Test Environments Ability to test new configurations in a dedicated environment. |
. | No information available |
|
Average Concurrent Users Supported Average number of users supported simultaneously without performance degradation. |
. | No information available |
|
System Uptime Guarantee Platform's guaranteed annual uptime. |
. | No information available |
|
Data Storage Capacity Maximum size of supported hosted data. |
. | No information available |
|
White-label Roll-out Scale Maximum number of white-label instances supported. |
. | No information available |
Cost, Support, and Vendor Management
(0 Yes /0 Known /14 Possible features)
|
Flexible Pricing Plans Multiple subscription or SaaS pricing models for different customer sizes. |
. | No information available |
|
Transparent Fee Disclosure Clear communication of all fees and charges, including overages. |
. | No information available |
|
Dedicated Account Manager Named vendor contact for support and account management. |
. | No information available |
|
24/7 Customer Support Customer support available around the clock. |
. | No information available |
|
Average Response Time Average technical support ticket response time. |
. | No information available |
|
Implementation Support Vendor provides onboarding/implementation and, if needed, data migration support. |
. | No information available |
|
Training Programs Availability of user and admin training. |
. | No information available |
|
Knowledge Base Up-to-date online documentation and knowledge base. |
. | No information available |
|
Customer Satisfaction Score Vendor's published CSAT/NPS or equivalent satisfaction score. |
. | No information available |
|
Uptime SLA Uptime Service Level Agreement (e.g., 99.9%). |
. | No information available |
|
Number of Supported Countries The number of legal jurisdictions/countries with localization and support. |
. | No information available |
|
Online Community Forum A user community for support, knowledge, and tips. |
. | No information available |
|
Quarterly Product Updates Frequency of fresh feature, patch, or compliance releases. |
. | No information available |
|
Referenceable Clients Vendor can provide reference clients in the VC/PE segment. |
. | No information available |
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