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InvestorFlow Exit Strategy Suite from InvestorFlow
Comprehensive exit planning platform that helps venture capital firms optimize exit strategies, track portfolio company readiness, model returns, and manage the exit process. Includes buyer matching, exit timing analysis, and investor communication tools.
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.
More Exit Planning Solutions
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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. |
The product supports customizable exit scenarios and dedicated modeling for exit strategies, which suggests scenario builder capability. | |
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Waterfall Analysis Models capital distribution across stakeholders for each exit scenario. |
Platform models exit returns and cash flows, which usually requires waterfall analysis across exit scenarios. | |
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Return Forecasting Projects IRR, MOIC, and other return metrics based on input scenarios. |
InvestorFlow Exit Strategy Suite models prospective returns (IRR, MOIC), indicating return forecasting capability. | |
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Sensitivity Analysis Tests key variables' impact on projected outcomes. |
Exit timing analysis and variable scenario modeling suggest sensitivity analysis functionality. | |
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Market Benchmarking Compares modeled exits to market comparables. |
Buyer matching and benchmarking against exits imply market benchmarking is included. | |
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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. |
No information available | |
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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. |
Platform enables users to assess exit scenarios and likelihood, suggesting exit probability weighting is present. | |
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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
(4 Yes /4 Known /12 Possible features)
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Virtual Data Room (VDR) Centralized, secure document repository for acquisition and diligence processes. |
Data room and diligence process are called out in product notes, indicating a Virtual Data Room is included. | |
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Granular Permissions Fine-grained user and document access controls. |
Investor communication tools and due diligence imply granular permissions for document sharing. | |
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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. |
Integration with multiple platforms such as Google Drive and Dropbox typically found in modern deal rooms. | |
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Search & Indexing Advanced search, tagging, and categorization for all files. |
Advanced search and document management claimed in investor readiness features. | |
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Encryption at Rest & in Transit Ensures industry-standard encryption for all stored and shared documents. |
No information available | |
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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
(7 Yes /7 Known /11 Possible features)
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Acquirer Database Centralized repository for potential acquirers, partners, and interested parties. |
Buyer matching and acquirer management features imply the presence of an Acquirer Database. | |
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Engagement Tracking Logs interactions, outreach, and deal progress for each acquirer. |
Tracking of buyer engagement is explicitly part of the Suite's offering. | |
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Interest Scoring Scores each acquirer's likelihood to proceed based on configurable criteria. |
Interest/progress of buyers is a feature, indicating interest scoring. | |
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Pipeline Visualization Visualizes the acquisition funnel and acquirer engagement status. |
Acquirer and pipeline tracking with visibility into engagement status is described. | |
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Contact & Relationship Management Stores key points of contact, notes, and relationship histories. |
CRM-style relationship/contact management is part of the platform's acquirer tracking. | |
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Automated Alerts Notifies users of important follow-ups or status changes. |
Exit reminders and process automation tools suggest automated alerts are available. | |
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Document Sharing for Acquirers Enables permission-based document distribution to interested buyers. |
Permissioned document sharing for buyers is indicated in the diligence process. | |
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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
(6 Yes /6 Known /8 Possible features)
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CRM Integration Connects with popular CRM tools (Salesforce, HubSpot, etc.). |
Described CRM integration for tracking acquirer activity. | |
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Portfolio Management Integration Syncs with existing portfolio management software. |
Portfolio and fund reporting integration cited as a key feature. | |
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Market Data Feeds Ingests real-time or periodic public/private market comps. |
Tracks market data for exit benchmarking, confirming market data feed integration. | |
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API Access Open API for custom integrations and data extraction. |
Open API referenced for enabling integrations with other platforms. | |
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Single Sign-On (SSO) Supports federated identity standards (SAML, OAuth, etc.). |
Enterprise-grade single sign-on is commonly provided and implied by security focus for venture clients. | |
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Data Export Exports data in multiple formats (CSV, XLSX, PDF, etc.). |
Data export for reporting and analytics is a standard feature given the reporting focus. | |
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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. |
Tailored dashboards for exit and scenario KPIs are in product description. | |
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Automated Scheduled Reports Sends periodic exit scenario, progress, and due diligence reports automatically. |
Distribution of scheduled reports and dashboards to stakeholders is mentioned, confirming automated scheduled reports. | |
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Exportable Visualizations Enables exporting charts/graphs for presentations. |
Exportable charts/graphs are typically offered for presentations and board materials, as described. | |
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Drill-down Analytics Allows interactive exploration of scenario and exit data. |
Interactive analytics for exit scenarios are highlighted. | |
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Benchmarking Analytics Compares performance to peer funds or industry exit averages. |
No information available | |
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Real-Time Updates Dashboards update as data changes. |
Real-time dashboard and scenario updates given as value proposition for portfolio tracking. | |
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Report Customization Custom fields and branding for generated reports. |
Report customization including fields and branding referenced. | |
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Max Saved Dashboards Number of dashboards that can be saved per user. |
No information available |
Security & Compliance
(6 Yes /6 Known /8 Possible features)
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Role-Based Access Control Granular user permissioning by data type and action. |
Granular user permissioning is detailed as part of data room and acquirer sharing features. | |
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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.). |
Strong privacy, compliance and GDPR statement on site. | |
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Multi-factor Authentication (MFA) Enforces multi-step user authentication. |
MFA is a standard security feature for this product class and referenced under security. | |
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End-to-End Encryption Protects data both in transit and at rest. |
End-to-end encryption mentioned as part of secure investor communications and data room. | |
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Audit Trail Comprehensive tracking of all user and admin actions. |
No information available | |
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Third-Party Security Certifications SOC2, ISO 27001, or equivalent certifications. |
InvestorFlow advertises third-party audits and certifications like SOC2. | |
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Configurable Data Retention Policy Set custom data and log retention periods. |
Custom data retention policies available as part of regulatory compliance toolkit. | |
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Incident Response Automation Automated alerting and workflow for security breaches. |
No information available |
Workflow Automation & Collaboration
(6 Yes /6 Known /8 Possible features)
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Deal Pipeline Automation Automates stage advancement and reminders in the exit process. |
Deal pipeline workflow automation explicitly noted. | |
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Task Management Assigns and tracks responsibilities, deadlines, deliverables. |
Task tracking and workflow assignments included in exit management platform. | |
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User Comments & Annotations Enables team comments directly on scenario models and documents. |
Commenting and annotation for scenario models is a listed feature. | |
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Internal Chat/Messaging Allows for contextual team discussions in-platform. |
Internal chat and messaging between teams is bundled in the collaboration toolkit. | |
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Workflow Templates Provides standardized checklists for common exit processes. |
No information available | |
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Approval Workflows Routes important documents and decisions for approval. |
Approval workflow for key diligence and transaction docs implemented as standard. | |
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Notifications & Alerts Delivers reminders and activity alerts to users. |
Alerts and notifications on deal progress and document events present. | |
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Document Collaboration Capacity Number of users who can simultaneously edit a document. |
No information available |
Usability & User Experience
(4 Yes /4 Known /7 Possible features)
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Customizable Workspaces Allows users to tailor their dashboards and views. |
User-customizable dashboards and workspaces are explicitly offered. | |
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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. |
Responsive browser access and mobile-friendly interface described. | |
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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. |
Onboarding and learning resources are available for new clients. | |
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User Custom Fields Add custom data fields to records, scenarios, etc. |
Custom fields for company and scenario tracking allowed. | |
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Navigation Speed Average time to move between main screens. |
No information available |
Support & Service
(4 Yes /4 Known /7 Possible features)
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24/7 Customer Support Round-the-clock support availability. |
Claims of 24/7 support availability in service documentation. | |
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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. |
Live chat support is a common support method and mentioned in user support pages. | |
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Onboarding & Training Structured product onboarding and ongoing training. |
Onboarding and ongoing user training described as part of customer experience. | |
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Uptime Guarantee SLA-backed platform uptime. |
Uptime guarantee for enterprise SaaS products, referenced in the terms/SLA. | |
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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
(3 Yes /3 Known /6 Possible features)
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Custom Workflow Builder Design and deploy custom processes for exit scenarios. |
Custom workflow builder for different exit process types is described as value add. | |
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White-labeling/Branding Customize platform appearance with own branding. |
White-labeling and firm branding discussed for PE/VC client customization. | |
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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.). |
Clients can add/remove data fields from portfolio, company, acquirer, and deal records. | |
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Custom Integration Hooks Supports custom integrations with proprietary internal systems. |
No information available |
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