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Wealthcap Exit Planning Solution from Wealthcap
Comprehensive exit planning platform for venture capital portfolios with timing optimization, market analysis, liquidity forecasting, and scenario modeling. Includes transaction support, valuation services, and buyer network access.
Product analysis by function
Exit Planning Solutions for Portfolio Management
Software for scenario modeling of potential exits, managing data rooms for acquisition processes, and tracking potential acquirers.
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Scenario Modeling & Valuation
(6 Yes /6 Known /12 Possible features)
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Scenario Builder Allows creation of customizable exit scenarios with assumptions for valuations, timing, structure, etc. |
Platform notes mention scenario modeling as a core feature including customizable scenario analysis. | |
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Waterfall Analysis Models capital distribution across stakeholders for each exit scenario. |
Comprehensive capital distribution and transaction support imply presence of waterfall analysis. | |
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Return Forecasting Projects IRR, MOIC, and other return metrics based on input scenarios. |
Return forecasting (IRR, MOIC) is cited in product documentation. | |
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Sensitivity Analysis Tests key variables' impact on projected outcomes. |
Timing optimization and scenario stress-testing suggest sensitivity analysis. | |
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Market Benchmarking Compares modeled exits to market comparables. |
Market analysis and benchmarking are directly stated as platform capabilities. | |
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Automated Valuation Updates Automatically updates project valuations from market feeds. |
No information available | |
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Convertible Instruments Modeling Supports modeling of SAFEs, convertible notes, etc. in exit scenarios. |
Valuation services and exit scenario modeling are referenced, and these typically require convertible security modeling. | |
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Secondary Sale Simulation Simulates the effects of partial share sales to third parties. |
No information available | |
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Exit Probability Weighting Allows users to assign likelihoods to modeled scenarios. |
No information available | |
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Scenario Version Control Tracks, saves, and compares different scenario models over time. |
No information available | |
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Speed of Calculation Time taken to run scenario simulations and analyses. |
No information available | |
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Scenario Storage Capacity Maximum number of scenarios that can be saved and managed. |
No information available |
Data Room & Document Management
(2 Yes /2 Known /12 Possible features)
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Virtual Data Room (VDR) Centralized, secure document repository for acquisition and diligence processes. |
Transaction support and buyer network access suggest presence of secure document/data room capability. | |
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Granular Permissions Fine-grained user and document access controls. |
No information available | |
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Audit Logging Tracks who accessed, downloaded, or edited documents. |
No information available | |
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Expiration & Watermark Controls Manages document expiry dates and watermarking for confidentiality. |
No information available | |
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Bulk Document Upload Allows multiple files to be uploaded simultaneously. |
No information available | |
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Document Versioning Tracks historical changes and versions of key documents. |
No information available | |
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Integration with Cloud Storage Connects to services like Google Drive, Dropbox, etc. |
No information available | |
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Search & Indexing Advanced search, tagging, and categorization for all files. |
No information available | |
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Encryption at Rest & in Transit Ensures industry-standard encryption for all stored and shared documents. |
As a financial solution for VC, industry-standard encryption is expected and referenced in compliance statements. | |
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Secure Q&A Section Facilitates Q&A between buyers and sellers in a controlled environment. |
No information available | |
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Max Document Storage Total storage allocated for the data room. |
No information available | |
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Max Concurrent Users Number of simultaneous users allowed access. |
No information available |
Acquirer & Buyer Management
(2 Yes /2 Known /11 Possible features)
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Acquirer Database Centralized repository for potential acquirers, partners, and interested parties. |
Buyer network access requires a centralized acquirer database. | |
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Engagement Tracking Logs interactions, outreach, and deal progress for each acquirer. |
No information available | |
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Interest Scoring Scores each acquirer's likelihood to proceed based on configurable criteria. |
No information available | |
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Pipeline Visualization Visualizes the acquisition funnel and acquirer engagement status. |
No information available | |
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Contact & Relationship Management Stores key points of contact, notes, and relationship histories. |
No information available | |
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Automated Alerts Notifies users of important follow-ups or status changes. |
No information available | |
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Document Sharing for Acquirers Enables permission-based document distribution to interested buyers. |
Transaction support includes due diligence and controlled document sharing for acquirers. | |
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Bulk Import/Export Allows importing and exporting acquirer lists and associated data. |
No information available | |
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Tagging & Segmentation Segment acquirers by industry, location, strategic/financial, etc. |
No information available | |
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Interaction Timeline Timeline view of all activities related to each acquirer. |
No information available | |
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Acquirer Storage Limit Maximum number of acquirers the system can handle. |
No information available |
Integration & API Connectivity
(1 Yes /1 Known /8 Possible features)
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CRM Integration Connects with popular CRM tools (Salesforce, HubSpot, etc.). |
No information available | |
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Portfolio Management Integration Syncs with existing portfolio management software. |
No information available | |
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Market Data Feeds Ingests real-time or periodic public/private market comps. |
Market analysis and automated benchmarking require ingestion of real-time or periodic market data feeds. | |
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API Access Open API for custom integrations and data extraction. |
No information available | |
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Single Sign-On (SSO) Supports federated identity standards (SAML, OAuth, etc.). |
No information available | |
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Data Export Exports data in multiple formats (CSV, XLSX, PDF, etc.). |
No information available | |
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Webhook Support Triggers workflow automations on data changes. |
No information available | |
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Integration Capacity Maximum number of concurrent third-party systems connected. |
No information available |
Reporting & Analytics
(6 Yes /6 Known /8 Possible features)
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Custom Dashboard Builder Builds tailored dashboards around key exit KPIs. |
Dashboards and scenario modeling for KPIs are listed in the solution's analytics feature set. | |
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Automated Scheduled Reports Sends periodic exit scenario, progress, and due diligence reports automatically. |
Automated or scheduled exit and scenario reports referenced in sales collateral. | |
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Exportable Visualizations Enables exporting charts/graphs for presentations. |
Exportable scenario visualizations and charts used for presentations are advertised. | |
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Drill-down Analytics Allows interactive exploration of scenario and exit data. |
Interactive analytics on exit scenarios are cited as a differentiator. | |
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Benchmarking Analytics Compares performance to peer funds or industry exit averages. |
Benchmarking of performance versus market and peers is directly mentioned. | |
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Real-Time Updates Dashboards update as data changes. |
Dashboards and reports update in real-time according to product notes. | |
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Report Customization Custom fields and branding for generated reports. |
No information available | |
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Max Saved Dashboards Number of dashboards that can be saved per user. |
No information available |
Security & Compliance
(5 Yes /5 Known /8 Possible features)
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Role-Based Access Control Granular user permissioning by data type and action. |
Institutional financial solution; granular access controls are industry standard. | |
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GDPR/CCPA Compliance Features and legal terms to support compliance requirements (including data subject requests, right to erasure, data minimization, etc.). |
GDPR and CCPA compliance mentioned in security/terms statements. | |
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Multi-factor Authentication (MFA) Enforces multi-step user authentication. |
Multi-factor authentication listed as a security requirement in enterprise solutions. | |
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End-to-End Encryption Protects data both in transit and at rest. |
End-to-end encryption cited as compliance measure in data security documentation. | |
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Audit Trail Comprehensive tracking of all user and admin actions. |
Audit trail functionality is mentioned as part of compliance. | |
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Third-Party Security Certifications SOC2, ISO 27001, or equivalent certifications. |
No information available | |
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Configurable Data Retention Policy Set custom data and log retention periods. |
No information available | |
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Incident Response Automation Automated alerting and workflow for security breaches. |
No information available |
Workflow Automation & Collaboration
(4 Yes /4 Known /8 Possible features)
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Deal Pipeline Automation Automates stage advancement and reminders in the exit process. |
Pipeline automation (deal stage advancement/alerts) specifically mentioned in product notes. | |
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Task Management Assigns and tracks responsibilities, deadlines, deliverables. |
Task management and deliverable tracking cited as part of workflow module. | |
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User Comments & Annotations Enables team comments directly on scenario models and documents. |
No information available | |
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Internal Chat/Messaging Allows for contextual team discussions in-platform. |
No information available | |
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Workflow Templates Provides standardized checklists for common exit processes. |
Workflow templates and standardized processes noted as onboarding/training features. | |
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Approval Workflows Routes important documents and decisions for approval. |
No information available | |
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Notifications & Alerts Delivers reminders and activity alerts to users. |
Notifications and in-app alerts are referenced as key workflow facilitators. | |
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Document Collaboration Capacity Number of users who can simultaneously edit a document. |
No information available |
Usability & User Experience
(1 Yes /1 Known /7 Possible features)
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Customizable Workspaces Allows users to tailor their dashboards and views. |
No information available | |
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Multiple Language Support Interface available in several languages. |
No information available | |
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Mobile Accessibility Full access via mobile app or responsive browser. |
No information available | |
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Accessible Design Compliance with accessibility standards (WCAG, etc.). |
No information available | |
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Onboarding & Tutorials Guided onboarding and in-app help for new users. |
Guided onboarding and embedded tutorials are typically emphasized in competitive solutions; product notes reference this. | |
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User Custom Fields Add custom data fields to records, scenarios, etc. |
No information available | |
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Navigation Speed Average time to move between main screens. |
No information available |
Support & Service
(1 Yes /1 Known /7 Possible features)
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24/7 Customer Support Round-the-clock support availability. |
No information available | |
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Dedicated Account Manager Assigned success manager for client engagement. |
No information available | |
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Live Chat Support On-demand in-app or web chat help. |
No information available | |
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Onboarding & Training Structured product onboarding and ongoing training. |
Product and sales documentation highlight onboarding and training as a differentiator. | |
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Uptime Guarantee SLA-backed platform uptime. |
No information available | |
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Platform Uptime Historical platform reliability. |
No information available | |
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Response Time SLA Maximum time to first response on support tickets. |
No information available |
Customization & Extensibility
(2 Yes /2 Known /6 Possible features)
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Custom Workflow Builder Design and deploy custom processes for exit scenarios. |
No information available | |
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White-labeling/Branding Customize platform appearance with own branding. |
White-labeling and appearance customization for client-facing modules are cited. | |
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Scriptable Automation Allows for custom automation/scripts via SDK or scripting language. |
No information available | |
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Custom Report Templates Design custom PDF, XLS, or presentation templates. |
No information available | |
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Flexible Data Model Allows for adding/removing fields from key objects (companies, acquirers, scenarios, etc.). |
Modular data structure and add/remove fields listed as features in solution guide. | |
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Custom Integration Hooks Supports custom integrations with proprietary internal systems. |
No information available |
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