at Financial Technnology Year
Please contact them if you have any questions.
InvestorFlow Platform from InvestorFlow
Features include document management, fundraising CRM, investor onboarding, capital call automation, distribution notices, subscription documents, investor reporting, and analytics dashboards specific to venture capital portfolio management.
Product analysis by function
Investor Relations Systems for Portfolio Management
Communication and reporting tools for keeping limited partners informed about portfolio performance, investment activities, and fund metrics.
More Investor Relations Systems
More Portfolio Management ...
Data Integration & Aggregation
(4 Yes /4 Known /10 Possible features)
|
Multi-system Integration Integrates with external data sources and portfolio management tools. |
InvestorFlow mentions integrations with external sources for document management and data feeds, supporting multi-system integration. | |
|
API Availability Supports secure APIs for data import/export and system interconnectivity. |
API access is advertised for data connectivity and external integrations. | |
|
Custom Data Mapping Maps and normalizes data fields from disparate sources for consistent reporting. |
No information available | |
|
Real-Time Data Sync Updates portfolio data in real-time from connected systems. |
No information available | |
|
Bulk Data Upload Allows large-scale uploads of historical or periodic data (e.g., Excel, CSV). |
Bulk document upload for subscription docs, cap calls, etc. documented on product pages. | |
|
Automated Data Validation Validates imported or synced data for errors and inconsistencies. |
No information available | |
|
Data Enrichment Enhances imported records with market data or lookup values. |
No information available | |
|
Scalability Supports increasing volumes of data as the portfolio grows. |
No information available | |
|
Latency of Updates Time lag between data update in source and reflection in system. |
No information available | |
|
Historical Data Storage Maintains and organizes historical investment and performance data. |
Historical reporting and document archive is emphasized in platform collateral. |
Report Generation & Customization
(4 Yes /4 Known /11 Possible features)
|
Customizable Report Templates Allows creation and re-use of branded, investor-facing report templates. |
Investor reporting templates and custom reports are core product functions. | |
|
Automated Report Scheduling Schedules and automatically delivers periodic reports to stakeholders. |
Automated periodic report delivery is listed as a feature. | |
|
Dynamic Data Fields Inserts real-time or most up-to-date data into generated reports. |
. | No information available |
|
Multi-format Export Exports reports in various formats (PDF, Word, Excel, HTML). |
Exports available in PDF, Excel, and Word for investor reports. | |
|
Version Control Tracks changes and maintains versions of reports over time. |
. | No information available |
|
Batch Reporting Generates multiple reports at one time for different investors or funds. |
. | No information available |
|
Visualizations & Dashboard Embedding Includes charts, graphs, and dynamic dashboards in reporting. |
Dashboards and embedded data visualizations are described for analytics. | |
|
Narratives & Commentary Integration Enables manual or automated insertion of narrative sections or qualitative commentary. |
. | No information available |
|
KPI & Benchmarking Selection Allows selection of custom KPIs or benchmarks for comparative analysis. |
. | No information available |
|
Report Personalization Personalizes reports for specific investors or LPs based on their interests or requirements. |
. | No information available |
|
Audit Trail for Reports Keeps record of report creation, modification, and distribution activity. |
. | No information available |
Communication & Investor Portal
(7 Yes /7 Known /10 Possible features)
|
Branded Investor Portal Provides a customizable, web-based portal for investor access. |
White-labeled, branded investor portal is a primary sell of the product. | |
|
Secure Document Sharing Facilitates archival and distribution of sensitive performance documents to investors. |
Secure document sharing for statements, notices, and reports is explicitly mentioned. | |
|
Two-factor Authentication (2FA) Requires an additional layer of security for investor access. |
Two-factor authentication highlighted in security literature and datasheets. | |
|
Mobile Access Permits investors and team members to access the platform via mobile devices. |
Mobile access for both investors and fund managers discussed on marketing pages. | |
|
Instant Notifications Sends real-time alerts and notifications (e.g., new reports, distributions, announcements). |
Notifications and email alerts for document uploads and distributions described. | |
|
Bulk and Individual Messaging Enables sending communications to all or individual LPs. |
. | No information available |
|
Activity Tracking Monitors which documents or reports are accessed by each investor. |
Investor portal logs document views and downloads; allows admin to track activity. | |
|
Meeting & Event Calendar Shares meeting invites, webinars, and key events with LPs. |
No information available | |
|
Multilingual Support Provides support for multiple languages for international investors. |
No information available | |
|
FAQ & Resource Center Hosts FAQs, glossaries, guides, and educational resources for investors. |
Resource center and help documentation area listed, with investor FAQs. |
Performance Tracking & Analytics
(6 Yes /6 Known /10 Possible features)
|
Portfolio Valuation Calculation Calculates and maintains up-to-date valuations at deal, company, and fund levels. |
Portfolio and fund valuation tracking is mentioned under analytics and reporting. | |
|
IRR Calculation Provides internal rate of return (IRR) calculations for deals and funds. |
IRR calculation available in analytics and portfolio management dashboards. | |
|
MOIC/TVPI Calculation Calculates Multiple on Invested Capital and Total Value to Paid In. |
MOIC/TVPI calculation described for VC reporting. | |
|
Benchmarks Comparison Compares portfolio metrics to public benchmarks or peer groups. |
No information available | |
|
Attribution Analysis Analyzes what drives fund performance at the company, sector, or region level. |
No information available | |
|
Custom Metric Configuration Allows creation and monitoring of custom financial or impact metrics. |
Custom metrics and fields support is highlighted for investor and fund reporting. | |
|
Exportable Analytics Enables export of analysis, charts, and tables for further review. |
Platform supports exporting analytics and data visualizations. | |
|
Data Drill-down Supports clicking into summary data to view details. |
Data drill-down from summary to portfolio or individual investor available. | |
|
Forecast & Scenario Modeling Offers tools for modeling future performance and outcomes. |
No information available | |
|
Data Refresh Frequency Indicates how often analytics data is refreshed and updated. |
No information available |
Compliance & Security
(6 Yes /6 Known /10 Possible features)
|
Role-based Access Control Restricts access to data based on role and need-to-know. |
User roles and permission management mentioned in portal security documentation. | |
|
Audit Logs Maintains a comprehensive record of user actions and data changes. |
Audit logs for tracking user actions and access outlined for compliance. | |
|
Data Encryption Encrypts data at rest and during transmission. |
Data encryption is referenced in security and compliance documentation. | |
|
Regulatory Compliance Certifications Attests to compliance with standards (SOC2, GDPR, etc.). |
Vendor claims SOC2 and GDPR compliance. | |
|
Data Retention Policies Supports configuration of customizable data retention periods. |
No information available | |
|
User Activity Monitoring Tracks risky or unauthorized activities for security review. |
User activity monitoring and security audit tools detailed for IT teams. | |
|
Secure File Transfer Protocol Ensures all files are transferred over secure protocols (e.g., SFTP, HTTPS). |
File transfer via HTTPS and secure protocols emphasized. | |
|
Penetration Testing Frequency Indicates regularity of third-party security penetration tests. |
No information available | |
|
Privacy Policy Management Supports transparent communication of privacy terms to investors. |
No information available | |
|
Legal Hold Support Allows data to be preserved in case of legal or regulatory investigation. |
No information available |
Capital Calls & Distributions Management
(9 Yes /9 Known /10 Possible features)
|
Digital Capital Call Notices Issues electronic capital call notices to LPs with acknowledgment tracking. |
Product page for capital calls shows digital capital call workflow with acknowledgements. | |
|
Distribution Notices Automates distribution notice creation and delivery. |
Distribution notices part of core capital management solution. | |
|
Status Tracking Tracks which LPs have responded or paid capital calls. |
Status tracking for call/distribution available on the LP/investor portal. | |
|
Document Templates Offers templates for capital call and distribution documents. |
Document templates available for capital calls, distributions, and onboarding. | |
|
E-signature Integration Supports obtaining e-signatures for acknowledgments. |
E-signature integration through various partners described. | |
|
Automated Reminders Sends reminders to LPs with pending actions. |
Automated reminders to LPs and investors for pending actions discussed on service page. | |
|
Payment Integration Links to banking or payment systems for tracking fulfillment. |
Integrates with banks and payment processors for tracking fulfilled calls/distributions. | |
|
Manual Override Options Allows staff to manually update status or correct errors. |
No information available | |
|
Historical Call/Distribution Tracking Maintains complete records of all past calls and distributions. |
Records and history of all capital calls and distributions maintained. | |
|
Downloadable Receipts Allows LPs to download receipts for payments made. |
Downloading receipts and confirmations is available from the investor portal. |
User Experience & Accessibility
(6 Yes /6 Known /10 Possible features)
|
Intuitive User Interface Features a modern, easy-to-navigate web interface. |
Modern web UI highlighted as a differentiator on marketing assets. | |
|
Accessibility Standards Compliance Meets standards for users with disabilities (e.g., WCAG). |
No information available | |
|
White-labeling Options Customizes branding to match fund identity. |
Branding and white-label options explicitly called out for fund and advisor branding. | |
|
Configurable Dashboards Allows users to personalize views and widgets. |
Users can personalize dashboards and view configuration. | |
|
Quick Search & Filters Helps users quickly locate specific data or documents. |
No information available | |
|
Bulk Actions Performs actions (such as sending messages) across multiple records at once. |
No information available | |
|
Multi-device Responsiveness Optimized for desktops, tablets, and smartphones. |
Multi-device, mobile phone/tablet responsive design detailed. | |
|
Onboarding Assistance Provides guides and tutorials for new users. |
Onboarding guidance for both investors and fund managers listed in product description. | |
|
Localization Support Supports international settings for currency, dates, and language. |
Supports multiple currencies, regions, and languages for global LP base. | |
|
Helpdesk & Live Chat Offers users immediate support from vendor staff. |
No information available |
Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)
|
Task Assignment & Management Assigns and tracks internal tasks related to investor relations. |
. | No information available |
|
Approval Workflows Routes reports and communications for managerial approval. |
. | No information available |
|
Commenting & Discussion Threads Allows team members to discuss and annotate documents or reports. |
. | No information available |
|
Activity Feeds Shows real-time updates on collaborative activity. |
. | No information available |
|
Role-based Permissions Fine-grained control over actions that different team members can perform. |
. | No information available |
|
Internal Notifications Alerts staff to new tasks, investor inquiries, or workflow steps. |
. | No information available |
|
Integration With Collaboration Platforms Connects with tools like Slack, Microsoft Teams, or other workflow apps. |
. | No information available |
|
Template Sharing Lets teams share best-practice report or message templates internally. |
. | No information available |
|
Calendar Integration Syncs tasks and events with Outlook, Google Calendar, etc. |
. | No information available |
|
Progress Dashboards Visualizes status of collaborative tasks and projects. |
. | No information available |
Audit & Transparency
(0 Yes /0 Known /10 Possible features)
|
Comprehensive Audit Trail Captures all alterations and data accesses by users. |
. | No information available |
|
Time-stamped Event Logs Every action and event is marked with an exact timestamp. |
. | No information available |
|
Read/Delivery Receipts Records when communications or documents are accessed by LPs. |
. | No information available |
|
Data Change Reason Capture Prompts users to supply a reason when altering key records. |
. | No information available |
|
Field-level Change History Tracks edits at the individual data field level. |
. | No information available |
|
Regulatory Archive Export Supports export of all records for regulatory review or audit. |
. | No information available |
|
Transparency Dashboard Central view to show all investor interactions and document accesses. |
. | No information available |
|
Incident Reporting Facilitates logging and investigation of data access incidents. |
. | No information available |
|
User Consent Logging Records explicit user consent when required (privacy, terms, etc.). |
. | No information available |
|
Automated Audit Report Generation Compiles periodic audit reports for compliance or board review. |
. | No information available |
Customization & Extensibility
(0 Yes /0 Known /10 Possible features)
|
Custom Field Support Allows adding custom fields to data records as needed. |
. | No information available |
|
API Extensibility Provides public APIs or SDKs to extend system functionality. |
. | No information available |
|
Customizable Workflows Lets administrators define their own workflows and approval steps. |
. | No information available |
|
Theming & Branding Options Supports custom color schemes, fonts, and logos. |
. | No information available |
|
Plug-in or Add-on Marketplace Integrates third-party modules or apps into the system. |
. | No information available |
|
Rule-based Automation Automates repetitive tasks based on configurable rules. |
. | No information available |
|
Integration with CRM and ERP Systems Connects with Salesforce, NetSuite, or similar platforms. |
. | No information available |
|
Custom Script Support Allows advanced users to upload or code scripts for custom logic. |
. | No information available |
|
Template Customization Tools Lets users design and modify document/report templates visually. |
. | No information available |
|
Change Management Tools Facilitates controlled rollout and testing of customizations. |
. | No information available |
Support & Service
(1 Yes /1 Known /10 Possible features)
|
24/7 Support Availability Offers round-the-clock technical and product support. |
Customer support advertised as 24/7 with dedicated response. | |
|
Dedicated Account Manager Assigns named contacts for relationship management. |
. | No information available |
|
Online Knowledgebase Provides searchable documentation and self-service guides. |
. | No information available |
|
Regular Training Sessions Includes live and recorded training for staff and investors. |
. | No information available |
|
User Community Forums Support from a peer community of other customers. |
. | No information available |
|
Issue & Feature Tracking Portal Users can log issues and track feature development progress. |
. | No information available |
|
Onboarding Assistance Helps new customers configure and go-live efficiently. |
. | No information available |
|
Service Level Agreement (SLA) Clearly defines uptime, response, and resolution times. |
. | No information available |
|
System Health Dashboard Shows service status, planned downtime, and system metrics. |
. | No information available |
|
Personalized Implementation Support Provides tailored support for migration and customization. |
. | 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.