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Allocate for Fund Managers from Allocate
Platform to streamline fundraising and LP management. Features include digital subscription documents, investor communication tools, automated compliance checks, LP onboarding, and integrated banking solutions for fund managers raising capital.
Product analysis by function
Capital Raising Platforms for Fund Management
CRM and presentation tools designed specifically for fundraising from limited partners, tracking commitments, and managing the fundraising process.
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Investor Management
(7 Yes /7 Known /12 Possible features)
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Investor CRM Comprehensive customer relationship management system specifically designed for tracking investor interactions, communications, and preferences |
Product targets LP (investor) management and tracks interactions and preferences for fundraising; described as an LP management platform. | |
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Investor Portal Secure online platform where investors can access their investment information, documents, and performance metrics |
Investor portal mentioned in marketing: 'LPs have access to their information, documents, and performance metrics.' | |
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Investor Onboarding Digital process for efficiently bringing new investors into the fund with necessary documentation and compliance checks |
Digital onboarding and KYC/AML compliance checks are included for new LPs. | |
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KYC/AML Integration Built-in or integrated Know Your Customer and Anti-Money Laundering verification capabilities |
Automated compliance and KYC/AML integration described in product notes. | |
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Investor Segmentation Ability to categorize investors based on various criteria for targeted communications |
No information available | |
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Digital Signature Support Functionality that allows for legally binding electronic signatures on subscription documents |
Digital subscription documents imply e-signature functionality. | |
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Investor Communication Tools Systems for mass emails, notifications, and updates to investor groups |
Investor communication tools explicitly stated. | |
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Investor Analytics Data-driven insights into investor behavior, preferences, and potential |
No information available | |
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Maximum Investor Accounts The maximum number of individual investor accounts the platform can efficiently manage |
No information available | |
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Investor Document Repository Centralized storage system for investor-related documents with access controls |
Investor portal implies secure, centralized document storage with access controls. | |
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Investor Meeting Scheduler Tools to coordinate and schedule meetings with potential or current investors |
No information available | |
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LP Advisory Committee Management Features to manage communications and governance activities with limited partner advisory committees |
No information available |
Fundraising Workflow
(9 Yes /9 Known /12 Possible features)
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Pipeline Management System for tracking potential investors through various stages of the fundraising process |
Pipeline management is implied for tracking LPs/fundraising workflow. | |
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Capital Call Automation Tools to automate the process of calling committed capital from investors when needed |
Automated capital calls and banking integrations are marketed as core capabilities. | |
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Distribution Automation System for managing and processing returns and distributions to investors |
No information available | |
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Subscription Document Automation Automated generation and processing of investment subscription documents |
Automated digital subscription document processing is a major feature. | |
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Due Diligence Room Secure virtual environment where potential investors can review fund documentation |
Virtual data room for LP due diligence referenced in product literature. | |
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Fundraising Analytics Metrics and analysis tools to track fundraising progress against targets |
Fundraising dashboards and target tracking mentioned in product collateral. | |
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Side Letter Management Tools to track and manage special terms agreed with specific investors |
No information available | |
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Waterfall Calculations Automated calculations of distribution waterfalls according to fund terms |
Automated fund distributions and waterfall calculations mentioned in feature list. | |
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Fundraising Target Tracking Tools to monitor progress toward fundraising goals with visual dashboards |
Platform includes fundraising target/progress tracking. | |
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Commitment Tracking System to track investor commitments, including soft commitments and firm commitments |
Investor commitment tracking is part of fundraising workflow capabilities. | |
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Processing Speed for Documents The time required to process subscription documents |
No information available | |
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Multi-Fund Fundraising Capability to manage fundraising processes for multiple funds simultaneously |
Supports multiple concurrent fundraising processes/funds. |
Deal Flow Management
(1 Yes /1 Known /12 Possible features)
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Deal Pipeline Tracking System for monitoring potential investments through stages of consideration |
No information available | |
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Deal Scoring Methodology for evaluating and ranking potential investment opportunities |
No information available | |
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Due Diligence Workflow Structured process for conducting and documenting investment due diligence |
No information available | |
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Deal Source Analytics Analysis of which sources provide the most valuable investment opportunities |
No information available | |
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Deal Documentation Management System for organizing and accessing documents related to investment opportunities |
Platform facilitates secure document management for fundraising and due diligence. | |
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Deal Team Collaboration Tools Features that facilitate team communication and collaboration on potential deals |
No information available | |
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Investment Committee Workflow Process management for investment committee reviews and approvals |
No information available | |
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Maximum Active Deals The maximum number of investment opportunities the platform can effectively track simultaneously |
No information available | |
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Industry Classification System for categorizing deals by industry or sector for analysis |
No information available | |
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Deal Comparisons Tools to compare multiple potential investments across various metrics |
No information available | |
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Investment Thesis Alignment Features to assess how well deals align with the fund's investment thesis |
No information available | |
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Deal Progress Notifications Automated alerts about significant developments in the deal pipeline |
No information available |
Reporting & Analytics
(6 Yes /6 Known /12 Possible features)
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Performance Reporting Generation of reports showing fund performance metrics like IRR, TVPI, DPI |
Performance reporting and analytics for funds and LPs are included in the platform. | |
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Customizable Dashboards User-configurable visual displays of key metrics and information |
Dashboards and user-configurable analytics are present. | |
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Portfolio Company Reporting Tools for tracking and reporting on the performance of portfolio companies |
Portfolio reporting mentioned as a standard feature. | |
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Investor-Specific Reporting Ability to generate reports tailored to individual investors' holdings |
No information available | |
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Real-time Data Visualization Dynamic visual representation of fund data updated in real-time |
No information available | |
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Regulatory Reporting Features to assist with generating reports required by regulatory bodies |
Regulatory compliance tools and reporting functions are integral to the platform. | |
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Tax Document Generation Automated creation of tax-related documents for investors |
Automated tax document generation is offered. | |
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ESG Reporting Capabilities for tracking and reporting on environmental, social, and governance factors |
No information available | |
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Report Delivery Automation System for scheduling and distributing reports to stakeholders |
Automated report delivery and investor notifications included (communication tools). | |
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Historical Data Analysis Tools for analyzing trends and patterns in historical fund data |
No information available | |
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Report Generation Time Average time required to generate complex custom reports |
No information available | |
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Data Export Options Formats available for exporting data (CSV, Excel, PDF, etc.) |
No information available |
Compliance & Security
(6 Yes /6 Known /12 Possible features)
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Regulatory Compliance Framework Built-in controls to ensure operations comply with relevant regulations |
Compliance frameworks mentioned to assist with regulatory obligations. | |
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Data Encryption Encryption of sensitive data both in transit and at rest |
Bank-grade data encryption is standard for LP and fund data. | |
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Role-Based Access Control System for limiting user access to appropriate functions and data |
Role-based access part of data privacy and compliance controls. | |
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Audit Trail Comprehensive logging of all system activities for accountability |
No information available | |
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Multi-Factor Authentication Enhanced security requiring multiple verification methods for access |
Multi-factor authentication included for secure access. | |
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Compliance Reporting Automated generation of reports for regulatory compliance purposes |
Compliance reporting and regulatory automation part of offering. | |
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Data Residency Controls Ability to specify where data is stored to comply with jurisdictional requirements |
No information available | |
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GDPR Compliance Features ensuring compliance with General Data Protection Regulation |
Allocate publicly states its commitment to GDPR compliance. | |
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Regular Security Audits Frequency of independent security assessments of the platform |
No information available | |
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Backup Frequency How often system data is backed up for disaster recovery |
No information available | |
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Privacy Shield Certification Certification for transatlantic data transfer compliance |
No information available | |
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Penetration Testing Regular ethical hacking to identify security vulnerabilities |
No information available |
Integration Capabilities
(3 Yes /3 Known /12 Possible features)
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Banking Integration Connection with banking systems for financial transactions |
Integrated banking/transaction tools require secure, real-time banking integrations. | |
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CRM Integration Ability to connect with external customer relationship management systems |
No information available | |
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Accounting Software Integration Connection with financial accounting systems for data synchronization |
No information available | |
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API Availability Presence of application programming interfaces for custom integrations |
API access for integrations (with banks, document management etc) available. | |
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Email Integration Connection with email systems for communication tracking |
No information available | |
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Document Management Integration Ability to connect with external document storage and management systems |
Integrates directly with document storage and management. | |
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Calendar Integration Synchronization with calendar applications for scheduling |
No information available | |
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Third-Party Data Provider Integration Connections with external data sources for market and financial information |
No information available | |
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Number of Pre-built Integrations Quantity of ready-to-use connections with popular third-party services |
. | No information available |
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Integration Development Time Average time required to develop a custom integration |
. | No information available |
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Webhook Support Ability to trigger actions in other systems based on platform events |
No information available | |
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Single Sign-On Integration Support for enterprise identity management systems |
No information available |
User Experience
(5 Yes /5 Known /12 Possible features)
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Mobile Compatibility Ability to access and use the platform effectively on mobile devices |
Web platform is fully responsive for desktop and mobile browsers. | |
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Customizable Interface Ability for users to adjust the interface to their preferences |
Dashboards and user homepages are customizable. | |
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Intuitive Navigation Logical and easy-to-understand menu structures and workflows |
Platform is marketed as easy-to-use, designed for fund managers and investors of all experience levels. | |
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White-Labeling Options Ability to customize the platform with the fund's branding |
No information available | |
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Multi-Language Support Availability of the interface in multiple languages |
No information available | |
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Number of Supported Languages The quantity of languages available in the platform interface |
No information available | |
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Learning Curve Average time required for new users to become proficient |
No information available | |
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Search Functionality Comprehensive search capabilities across the platform |
Search features available for documents, investors, and fundraising pipeline. | |
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Guided Workflows Step-by-step processes to guide users through complex tasks |
LP onboarding and fundraising workflow described as 'guided' processes. | |
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User Satisfaction Rating Average satisfaction score from current users |
No information available | |
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Accessibility Compliance Adherence to WCAG or similar accessibility standards |
No information available | |
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Offline Functionality Ability to use certain features without internet connection |
No information available |
Support & Maintenance
(5 Yes /5 Known /12 Possible features)
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24/7 Support Availability Technical support available at all hours |
24/7 online support and help center indicated on Allocate's site. | |
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Dedicated Account Manager Assigned point of contact for platform-related issues |
Account management and onboarding support listed as part of service. | |
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Training Resources Availability of documentation, videos, and other learning materials |
Training materials and onboarding resources promoted for new customers. | |
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Onboarding Assistance Dedicated help during the initial setup and learning phase |
Onboarding assistance included, as per customer success description. | |
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System Uptime Guarantee Contractual assurance of platform availability |
No information available | |
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Response Time Average time to initial response for support tickets |
No information available | |
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Resolution Time Average time to resolve support issues |
No information available | |
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Update Frequency How often the platform is updated with new features or improvements |
No information available | |
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User Community Access to a community of users for knowledge sharing |
No information available | |
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Customization Support Assistance available for platform customization needs |
Customization support listed among implementation and customer service packages. | |
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Service Level Agreement Formal commitment to support quality standards |
No information available | |
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Implementation Time Average time from contract to full operational status |
No information available |
Pricing & Cost
(6 Yes /6 Known /12 Possible features)
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Subscription-Based Model Recurring fee structure rather than one-time purchase |
Allocate uses a subscription-based pricing model according to public pricing FAQs. | |
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Tiered Pricing Different price points based on feature sets or usage levels |
Tiered pricing structures available for funds of different sizes/volumes. | |
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AUM-Based Pricing Pricing scaled to assets under management |
No information available | |
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Per-User Pricing Cost determined by number of system users |
Per-user and per-fund structures are referenced in pricing overviews. | |
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Implementation Fee One-time cost for setting up the platform |
No information available | |
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Customization Costs Additional fees for tailoring the platform to specific needs |
Customization is possible for an additional cost. | |
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Free Trial Availability Option to test the platform before purchase |
Free trial available—usually by request or after demo. | |
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Contract Length Flexibility Options for contract duration beyond standard terms |
No information available | |
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Annual Cost Range Typical annual cost for a mid-sized fund |
No information available | |
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ROI Timeframe Average time to achieve return on investment |
No information available | |
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Volume Discounts Reduced rates for larger implementations or multi-fund managers |
No information available | |
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Feature-Based Add-ons Ability to purchase only needed additional capabilities |
Add-ons and modular features available for advanced needs. |
Technology Infrastructure
(3 Yes /3 Known /12 Possible features)
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Cloud-Based Deployment Platform hosted on cloud infrastructure rather than on-premises |
Cloud-based/SaaS only. No on-premises option. | |
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On-Premises Option Ability to deploy the platform on the fund's own servers |
No information available | |
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Data Center Redundancy Multiple data centers to prevent service disruption |
No information available | |
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Scalability Ability to handle growing amounts of data and users without performance degradation |
Platform is built for scale; supports client growth in data, users, and deal flow. | |
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System Response Time Average time for the system to respond to user actions |
No information available | |
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Data Storage Capacity Maximum amount of data the platform can effectively manage |
No information available | |
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Concurrent User Capacity Maximum number of simultaneous users without performance impact |
No information available | |
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Disaster Recovery Systems and processes to restore functionality after disruptions |
Disaster recovery and business continuity are listed as part of core security/infrastructure. | |
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Recovery Time Objective Target time for system recovery after an incident |
No information available | |
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Mobile App Availability Dedicated native applications for mobile devices |
No information available | |
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Browser Compatibility Range of web browsers supported by the platform |
No information available | |
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API Request Limit Maximum number of API calls allowed per time period |
No information available |
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