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Touchstone Exit Navigator from Touchstone
End-to-end exit planning solution for venture capital portfolios with exit readiness assessment, transaction management, scenario modeling, and distribution planning. Features include liquidity forecasting, buyer identification, and tax optimization 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
(7 Yes /7 Known /12 Possible features)
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Scenario Builder Allows creation of customizable exit scenarios with assumptions for valuations, timing, structure, etc. |
Touchstone Exit Navigator advertises scenario modeling, which typically includes customizable exit scenarios with user-defined variables. | |
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Waterfall Analysis Models capital distribution across stakeholders for each exit scenario. |
Feature list and product description mention modeling capital distributions, indicating waterfall analysis is present. | |
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Return Forecasting Projects IRR, MOIC, and other return metrics based on input scenarios. |
Return metrics such as IRR and MOIC are referenced in the marketing, supporting return forecasting. | |
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Sensitivity Analysis Tests key variables' impact on projected outcomes. |
Scenario modeling and sensitivity analysis highlighted as a differentiator on website. | |
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Market Benchmarking Compares modeled exits to market comparables. |
Market benchmarking is listed among main value propositions (comparing modeled exits to market comps). | |
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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. |
Explicit support for SAFEs and convertible notes in scenarios mentioned among product features. | |
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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. |
Exit probability weighting is described as part of scenario modeling capabilities on website. | |
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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. |
Virtual Data Room functionality is listed for diligence and sharing, per product documentation. | |
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Granular Permissions Fine-grained user and document access controls. |
Granular user permissions referenced in the resources and onboarding guides. | |
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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. |
Document versioning for due diligence and audit trails available according to user manual. | |
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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. |
Advanced document management with search and file indexing is referenced in UI screenshots. | |
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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
(6 Yes /6 Known /11 Possible features)
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Acquirer Database Centralized repository for potential acquirers, partners, and interested parties. |
Main product page includes acquirer database and CRM-style management for buyers and partners. | |
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Engagement Tracking Logs interactions, outreach, and deal progress for each acquirer. |
Engagement and buyer tracking supported as part of pipeline features. | |
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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. |
Pipeline visualization appears in demo videos and product screenshots. | |
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Contact & Relationship Management Stores key points of contact, notes, and relationship histories. |
Contact & relationship notes feature is confirmed in user documentation. | |
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Automated Alerts Notifies users of important follow-ups or status changes. |
Automated buyer follow-up reminders and status updates mentioned as a native feature. | |
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Document Sharing for Acquirers Enables permission-based document distribution to interested buyers. |
Permission-based sharing with acquirers is part of data room module. | |
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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.). |
Integration with Salesforce and HubSpot mentioned on integration partners page. | |
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Portfolio Management Integration Syncs with existing portfolio management software. |
Portfolio management sync option is referenced for VC firms. | |
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Market Data Feeds Ingests real-time or periodic public/private market comps. |
Real-time and periodic market data feeds supported for market benchmarking and valuation. | |
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API Access Open API for custom integrations and data extraction. |
API documentation is publicly referenced for custom integrations. | |
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Single Sign-On (SSO) Supports federated identity standards (SAML, OAuth, etc.). |
Single sign-on with SAML and OAuth is offered per security documentation. | |
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Data Export Exports data in multiple formats (CSV, XLSX, PDF, etc.). |
Allows export of data in common formats including CSV and XLSX. | |
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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
(7 Yes /7 Known /8 Possible features)
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Custom Dashboard Builder Builds tailored dashboards around key exit KPIs. |
Customizable dashboards for KPIs and scenario metrics available. | |
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Automated Scheduled Reports Sends periodic exit scenario, progress, and due diligence reports automatically. |
Automated, scheduled reporting is a described feature in customer testimonials and documentation. | |
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Exportable Visualizations Enables exporting charts/graphs for presentations. |
Scenario and pipeline visualizations can be exported for presentations. | |
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Drill-down Analytics Allows interactive exploration of scenario and exit data. |
Interactive analytics and drill-down on exit data highlighted in feature set. | |
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Benchmarking Analytics Compares performance to peer funds or industry exit averages. |
Peer benchmarking analytics available as part of reporting tools. | |
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Real-Time Updates Dashboards update as data changes. |
Dashboard and analytics update in real time as per product demos. | |
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Report Customization Custom fields and branding for generated reports. |
Reports can be customized with client fields and branding. | |
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Max Saved Dashboards Number of dashboards that can be saved per user. |
No information available |
Security & Compliance
(7 Yes /7 Known /8 Possible features)
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Role-Based Access Control Granular user permissioning by data type and action. |
Role-based permissions feature highlighted in security and admin controls. | |
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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.). |
Product mentions compliance with GDPR and CCPA in legal and help sections. | |
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Multi-factor Authentication (MFA) Enforces multi-step user authentication. |
Can enforce MFA for all users. | |
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End-to-End Encryption Protects data both in transit and at rest. |
Uses end-to-end encryption as part of security design. | |
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Audit Trail Comprehensive tracking of all user and admin actions. |
Tracks all admin and user activities for compliance. | |
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Third-Party Security Certifications SOC2, ISO 27001, or equivalent certifications. |
Touchstone touts SOC 2 Type II and ISO 27001 certifications in their trust center. | |
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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. |
Automated alerts and escalation for incidents described in documentation. |
Workflow Automation & Collaboration
(5 Yes /5 Known /8 Possible features)
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Deal Pipeline Automation Automates stage advancement and reminders in the exit process. |
Pipeline automation features for deal stages and follow-ups are present. | |
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Task Management Assigns and tracks responsibilities, deadlines, deliverables. |
Supports task assignment, tracking, and deadlines as part of workflow. | |
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User Comments & Annotations Enables team comments directly on scenario models and documents. |
Team comments and annotation available directly in scenario and docs. | |
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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. |
No information available | |
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Approval Workflows Routes important documents and decisions for approval. |
Document and process approvals are supported in advanced workflows. | |
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Notifications & Alerts Delivers reminders and activity alerts to users. |
Users receive automatic in-app and email notifications for assigned tasks and activities. | |
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Document Collaboration Capacity Number of users who can simultaneously edit a document. |
No information available |
Usability & User Experience
(5 Yes /5 Known /7 Possible features)
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Customizable Workspaces Allows users to tailor their dashboards and views. |
Customizable dashboards and user workspaces shown in demo videos. | |
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Multiple Language Support Interface available in several languages. |
UI can be toggled to different languages—see support section. | |
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Mobile Accessibility Full access via mobile app or responsive browser. |
Mobile web app with full access mentioned in product documentation. | |
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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. |
Interactive onboarding and step-by-step tutorials are included in the application. | |
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User Custom Fields Add custom data fields to records, scenarios, etc. |
Custom data fields for scenarios and companies can be added; confirmed in admin setup docs. | |
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Navigation Speed Average time to move between main screens. |
No information available |
Support & Service
(5 Yes /5 Known /7 Possible features)
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24/7 Customer Support Round-the-clock support availability. |
24/7 support offered according to documentation and customer service page. | |
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Dedicated Account Manager Assigned success manager for client engagement. |
Touchstone assigns dedicated account managers to enterprise clients. | |
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Live Chat Support On-demand in-app or web chat help. |
Live web chat is available via product site. | |
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Onboarding & Training Structured product onboarding and ongoing training. |
Onboarding and ongoing training workshops referenced in product launch guide. | |
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Uptime Guarantee SLA-backed platform uptime. |
Uptime SLA is stated in customer contracts. | |
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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
(4 Yes /4 Known /6 Possible features)
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Custom Workflow Builder Design and deploy custom processes for exit scenarios. |
Workflow builder is detailed as a feature; admins can design custom processes. | |
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White-labeling/Branding Customize platform appearance with own branding. |
White-label branding is available for enterprise clients. | |
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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. |
Custom report templates for PDF/XLSX available via template library feature. | |
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Flexible Data Model Allows for adding/removing fields from key objects (companies, acquirers, scenarios, etc.). |
Data model is flexible—fields on companies, acquirers, scenarios can be added/removed. | |
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Custom Integration Hooks Supports custom integrations with proprietary internal systems. |
No information available |
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