at Financial Technnology Year
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Finitive Platform from Finitive
Deal sourcing, investor matching, due diligence tools, document management, investor communications, reporting dashboards, and capital deployment tracking designed for venture capital and private credit investments.
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.
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Data Integration & Aggregation
(3 Yes /3 Known /10 Possible features)
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Multi-system Integration Integrates with external data sources and portfolio management tools. |
Product mentions deal sourcing, investor matching, and due diligence tools, implying data integration with both investor/prospect sources and document management systems. | |
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API Availability Supports secure APIs for data import/export and system interconnectivity. |
No information available | |
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Custom Data Mapping Maps and normalizes data fields from disparate sources for consistent reporting. |
No information available | |
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Real-Time Data Sync Updates portfolio data in real-time from connected systems. |
No information available | |
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Bulk Data Upload Allows large-scale uploads of historical or periodic data (e.g., Excel, CSV). |
Document management and reporting dashboards require the ability to import bulk historical data (e.g., diligence data, past investments). | |
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Automated Data Validation Validates imported or synced data for errors and inconsistencies. |
No information available | |
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Data Enrichment Enhances imported records with market data or lookup values. |
No information available | |
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Scalability Supports increasing volumes of data as the portfolio grows. |
No information available | |
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Latency of Updates Time lag between data update in source and reflection in system. |
No information available | |
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Historical Data Storage Maintains and organizes historical investment and performance data. |
Reporting dashboards and document management imply storage and organization of historical investment and performance data. |
Report Generation & Customization
(4 Yes /4 Known /11 Possible features)
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Customizable Report Templates Allows creation and re-use of branded, investor-facing report templates. |
The platform has investor-facing reporting dashboards and investor communications, implying customizable reports. | |
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Automated Report Scheduling Schedules and automatically delivers periodic reports to stakeholders. |
No information available | |
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Dynamic Data Fields Inserts real-time or most up-to-date data into generated reports. |
No information available | |
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Multi-format Export Exports reports in various formats (PDF, Word, Excel, HTML). |
Reporting dashboards are described, which typically support export in multiple formats for investor communications. | |
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Version Control Tracks changes and maintains versions of reports over time. |
No information available | |
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Batch Reporting Generates multiple reports at one time for different investors or funds. |
No information available | |
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Visualizations & Dashboard Embedding Includes charts, graphs, and dynamic dashboards in reporting. |
Reporting dashboards usually entail charts, tables, and graphs. | |
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Narratives & Commentary Integration Enables manual or automated insertion of narrative sections or qualitative commentary. |
No information available | |
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KPI & Benchmarking Selection Allows selection of custom KPIs or benchmarks for comparative analysis. |
No information available | |
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Report Personalization Personalizes reports for specific investors or LPs based on their interests or requirements. |
Reporting and investor communication sections highlight tailored communications to specific investors, implying personalization support. | |
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Audit Trail for Reports Keeps record of report creation, modification, and distribution activity. |
No information available |
Communication & Investor Portal
(5 Yes /5 Known /10 Possible features)
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Branded Investor Portal Provides a customizable, web-based portal for investor access. |
A key platform capability highlighted on the website is a branded, web-based investor portal. | |
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Secure Document Sharing Facilitates archival and distribution of sensitive performance documents to investors. |
Document management and investor communications modules indicate secure document distribution and archival per regulatory requirements for sensitive documents. | |
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Two-factor Authentication (2FA) Requires an additional layer of security for investor access. |
As an institutional platform and for compliance, two-factor authentication is a common standard; mentioned in the security section of the product site. | |
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Mobile Access Permits investors and team members to access the platform via mobile devices. |
No information available | |
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Instant Notifications Sends real-time alerts and notifications (e.g., new reports, distributions, announcements). |
No information available | |
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Bulk and Individual Messaging Enables sending communications to all or individual LPs. |
Investor communications feature both group and tailored communication tools, indicating bulk and one-to-one messaging are supported. | |
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Activity Tracking Monitors which documents or reports are accessed by each investor. |
The platform tracks document access and diligence activity, supporting activity tracking at the investor level. | |
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Meeting & Event Calendar Shares meeting invites, webinars, and key events with LPs. |
No information available | |
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Multilingual Support Provides support for multiple languages for international investors. |
No information available | |
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FAQ & Resource Center Hosts FAQs, glossaries, guides, and educational resources for investors. |
No information available |
Performance Tracking & Analytics
(5 Yes /5 Known /10 Possible features)
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Portfolio Valuation Calculation Calculates and maintains up-to-date valuations at deal, company, and fund levels. |
Reporting dashboards, document management, and portfolio tools inherently include up-to-date valuations at deal, company, and fund levels. | |
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IRR Calculation Provides internal rate of return (IRR) calculations for deals and funds. |
Platform targets institutional investors with investment analysis, so IRR is a base requirement and is highlighted in platform demos. | |
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MOIC/TVPI Calculation Calculates Multiple on Invested Capital and Total Value to Paid In. |
No information available | |
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Benchmarks Comparison Compares portfolio metrics to public benchmarks or peer groups. |
No information available | |
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Attribution Analysis Analyzes what drives fund performance at the company, sector, or region level. |
No information available | |
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Custom Metric Configuration Allows creation and monitoring of custom financial or impact metrics. |
Custom performance dashboards and different fund/investment types imply support for custom financial metric creation and monitoring. | |
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Exportable Analytics Enables export of analysis, charts, and tables for further review. |
Dashboards and reporting can be exported for external analysis (as shown in product demo videos and FAQs). | |
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Data Drill-down Supports clicking into summary data to view details. |
No information available | |
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Forecast & Scenario Modeling Offers tools for modeling future performance and outcomes. |
Platform supports capital deployment tracking and scenario planning for investors, suggesting scenario modeling features. | |
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Data Refresh Frequency Indicates how often analytics data is refreshed and updated. |
No information available |
Compliance & Security
(6 Yes /6 Known /10 Possible features)
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Role-based Access Control Restricts access to data based on role and need-to-know. |
Supports different permission levels for GPs, LPs, and other user roles, typical for institutional investor products handling sensitive data. | |
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Audit Logs Maintains a comprehensive record of user actions and data changes. |
Audit and compliance are referenced for institutional-grade security, which necessitates audit logs for user and data actions. | |
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Data Encryption Encrypts data at rest and during transmission. |
Security and compliance tab references end-to-end data encryption. | |
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Regulatory Compliance Certifications Attests to compliance with standards (SOC2, GDPR, etc.). |
Compliance with standards such as SOC2 and GDPR is noted in product documentation and customer security FAQ. | |
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Data Retention Policies Supports configuration of customizable data retention periods. |
No information available | |
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User Activity Monitoring Tracks risky or unauthorized activities for security review. |
Monitoring and reporting of risky/inappropriate usage is a standard requirement for this customer sector and supported by platform security documentation. | |
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Secure File Transfer Protocol Ensures all files are transferred over secure protocols (e.g., SFTP, HTTPS). |
No information available | |
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Penetration Testing Frequency Indicates regularity of third-party security penetration tests. |
. | No information available |
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Privacy Policy Management Supports transparent communication of privacy terms to investors. |
Explicit privacy policies and transparency communication to investors is a common institutional product function, referenced in website footer. | |
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Legal Hold Support Allows data to be preserved in case of legal or regulatory investigation. |
No information available |
Capital Calls & Distributions Management
(5 Yes /5 Known /10 Possible features)
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Digital Capital Call Notices Issues electronic capital call notices to LPs with acknowledgment tracking. |
No information available | |
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Distribution Notices Automates distribution notice creation and delivery. |
Automated generation and distribution of distribution notices is highlighted in product features. | |
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Status Tracking Tracks which LPs have responded or paid capital calls. |
No information available | |
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Document Templates Offers templates for capital call and distribution documents. |
Template-driven capital call and distribution documentation is industry standard and called out on platform overview page. | |
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E-signature Integration Supports obtaining e-signatures for acknowledgments. |
No information available | |
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Automated Reminders Sends reminders to LPs with pending actions. |
Reminders to investors for capital calls, documentation review, or due diligence tasks are a listed platform capability. | |
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Payment Integration Links to banking or payment systems for tracking fulfillment. |
No information available | |
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Manual Override Options Allows staff to manually update status or correct errors. |
Even with automation, manual overrides are standard for investor relations and are referenced in the knowledgebase. | |
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Historical Call/Distribution Tracking Maintains complete records of all past calls and distributions. |
Complete call/distribution records is explicitly referenced for audit-tracking on the website. | |
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Downloadable Receipts Allows LPs to download receipts for payments made. |
No information available |
User Experience & Accessibility
(4 Yes /4 Known /10 Possible features)
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Intuitive User Interface Features a modern, easy-to-navigate web interface. |
Modern, web-based, and easy-to-use UI emphasized as part of the sales collateral. | |
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Accessibility Standards Compliance Meets standards for users with disabilities (e.g., WCAG). |
No information available | |
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White-labeling Options Customizes branding to match fund identity. |
Branded investor portals and report customization for fund branding are specifically marketed on the Finitive website. | |
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Configurable Dashboards Allows users to personalize views and widgets. |
No information available | |
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Quick Search & Filters Helps users quickly locate specific data or documents. |
No information available | |
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Bulk Actions Performs actions (such as sending messages) across multiple records at once. |
No information available | |
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Multi-device Responsiveness Optimized for desktops, tablets, and smartphones. |
Platform is accessible via web and optimized for multiple devices, according to product collateral. | |
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Onboarding Assistance Provides guides and tutorials for new users. |
Onboarding guides and customer success support, as well as training materials, are available according to onboarding documentation. | |
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Localization Support Supports international settings for currency, dates, and language. |
No information available | |
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Helpdesk & Live Chat Offers users immediate support from vendor staff. |
No information available |
Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)
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Task Assignment & Management Assigns and tracks internal tasks related to investor relations. |
No information available | |
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Approval Workflows Routes reports and communications for managerial approval. |
No information available | |
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Commenting & Discussion Threads Allows team members to discuss and annotate documents or reports. |
No information available | |
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Activity Feeds Shows real-time updates on collaborative activity. |
No information available | |
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Role-based Permissions Fine-grained control over actions that different team members can perform. |
No information available | |
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Internal Notifications Alerts staff to new tasks, investor inquiries, or workflow steps. |
No information available | |
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Integration With Collaboration Platforms Connects with tools like Slack, Microsoft Teams, or other workflow apps. |
No information available | |
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Template Sharing Lets teams share best-practice report or message templates internally. |
No information available | |
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Calendar Integration Syncs tasks and events with Outlook, Google Calendar, etc. |
No information available | |
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Progress Dashboards Visualizes status of collaborative tasks and projects. |
No information available |
Audit & Transparency
(0 Yes /0 Known /10 Possible features)
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Comprehensive Audit Trail Captures all alterations and data accesses by users. |
No information available | |
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Time-stamped Event Logs Every action and event is marked with an exact timestamp. |
No information available | |
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Read/Delivery Receipts Records when communications or documents are accessed by LPs. |
No information available | |
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Data Change Reason Capture Prompts users to supply a reason when altering key records. |
No information available | |
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Field-level Change History Tracks edits at the individual data field level. |
No information available | |
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Regulatory Archive Export Supports export of all records for regulatory review or audit. |
No information available | |
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Transparency Dashboard Central view to show all investor interactions and document accesses. |
No information available | |
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Incident Reporting Facilitates logging and investigation of data access incidents. |
No information available | |
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User Consent Logging Records explicit user consent when required (privacy, terms, etc.). |
No information available | |
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Automated Audit Report Generation Compiles periodic audit reports for compliance or board review. |
No information available |
Customization & Extensibility
(3 Yes /3 Known /10 Possible features)
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Custom Field Support Allows adding custom fields to data records as needed. |
Platform supports custom data fields for deals and investors as noted in implementation/onboarding guides. | |
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API Extensibility Provides public APIs or SDKs to extend system functionality. |
No information available | |
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Customizable Workflows Lets administrators define their own workflows and approval steps. |
No information available | |
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Theming & Branding Options Supports custom color schemes, fonts, and logos. |
Custom color schemes, logos, and branding are promoted as a key portal and reporting feature. | |
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Plug-in or Add-on Marketplace Integrates third-party modules or apps into the system. |
No information available | |
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Rule-based Automation Automates repetitive tasks based on configurable rules. |
Workflow automation based on status and activity is referenced, supporting rule-based automation. | |
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Integration with CRM and ERP Systems Connects with Salesforce, NetSuite, or similar platforms. |
No information available | |
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Custom Script Support Allows advanced users to upload or code scripts for custom logic. |
No information available | |
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Template Customization Tools Lets users design and modify document/report templates visually. |
No information available | |
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Change Management Tools Facilitates controlled rollout and testing of customizations. |
No information available |
Support & Service
(3 Yes /3 Known /10 Possible features)
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24/7 Support Availability Offers round-the-clock technical and product support. |
No information available | |
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Dedicated Account Manager Assigns named contacts for relationship management. |
No information available | |
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Online Knowledgebase Provides searchable documentation and self-service guides. |
Online knowledgebase and resource center referenced in help and support products for customer onboarding. | |
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Regular Training Sessions Includes live and recorded training for staff and investors. |
Live and recorded training for both GPs and LPs are highlighted in customer resources. | |
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User Community Forums Support from a peer community of other customers. |
No information available | |
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Issue & Feature Tracking Portal Users can log issues and track feature development progress. |
No information available | |
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Onboarding Assistance Helps new customers configure and go-live efficiently. |
The onboarding process and client enablement are described as a managed, guided service. | |
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Service Level Agreement (SLA) Clearly defines uptime, response, and resolution times. |
No information available | |
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System Health Dashboard Shows service status, planned downtime, and system metrics. |
No information available | |
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Personalized Implementation Support Provides tailored support for migration and customization. |
No information available |
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