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Brainloop Secure Dataroom from Brainloop
Secure platform for investment committee meetings with document management, version control, access rights management, and audit trails. Features include secure document sharing, collaboration tools, task management, and detailed activity reporting, particularly useful for VC firms when reviewing confidential investment proposals.
Product analysis by function
Meeting Management Systems for Investment Committee
Solutions for organizing investment committee meetings, distributing materials securely, recording decisions, and tracking follow-up actions.
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Meeting Scheduling and Management
(7 Yes /7 Known /11 Possible features)
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Automated Scheduling Automatically finds suitable dates and times for meetings based on participants' availability. |
. | No information available |
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Calendar Integration Syncs with external calendar systems (e.g., Outlook, Google Calendar). |
Brainloop integrates with calendar systems as part of board/committee management to notify and organize meetings. | |
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Recurring Meetings Supports creation of recurring or series meetings (e.g., weekly/monthly committee meetings). |
No information available | |
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Meeting Templates Allows the reuse of predefined agendas, structures, and attendee groups for efficiency. |
No information available | |
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Agenda Creation Facilitates the creation and editing of meeting agendas. |
Facilitates the creation of meeting agendas as part of its board meeting management tools. | |
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Time Zone Support Handles participants across multiple time zones. |
Brainloop supports geographically distributed users, implying time zone handling. | |
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RSVP Tracking Tracks attendance confirmations and responses. |
RSVP/attendance tracking is included in detailed reporting and meeting organization. | |
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Participant Cap Maximum number of participants supported per meeting. |
No information available | |
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Invitation Controls Granular control over who can be invited and see meeting details. |
Access rights management implies granular invitation controls for participants. | |
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Reminders and Notifications Automatic reminders and notifications for upcoming meetings. |
Reminders/notifications are standard for meeting management and are referenced in platform documentation. | |
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Dedicated Meeting Links Unique video or in-person links for each scheduled meeting. |
Each meeting receives its own secure data room/link for confidential access. |
Secure Document Distribution
(8 Yes /8 Known /11 Possible features)
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Encrypted File Storage All documents are stored using encryption both at rest and in transit. |
Encrypted file storage is a key feature; data is encrypted at rest and in transit. | |
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Granular Access Controls Set who can view, download, and edit specific documents. |
Granular access control is a major offering—detailed permissions for content access. | |
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Secure Document Sharing Distribute materials with secure links or within a protected portal. |
Secure document sharing through individualized, protected portals or links. | |
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Version Control Track changes and revisions to committee documents. |
Explicitly mentions version control for documents as a feature. | |
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Watermarking Add individualized watermarks to distributed documents for security and traceability. |
Watermarking of documents is available for security and traceability. | |
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Download Restrictions Ability to restrict downloads or printouts of sensitive files. |
Download/print restrictions are configurable as part of the security controls. | |
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Expiry of Access Set expiration dates for document access. |
Documents can have access expiration controls, an advertised feature. | |
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Audit Trails Logging of all document access, downloads, and changes for compliance. |
Audit logs/trails are a core security/compliance feature. | |
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Batch Uploads Upload multiple documents at once for meeting preparation. |
No information available | |
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Document Previews Preview documents within the platform without download. |
No information available | |
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Attachment Size Limit Maximum size of attachments/documents supported. |
No information available |
Voting and Decision Recording
(3 Yes /3 Known /10 Possible features)
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Digital Voting Real-time or asynchronous voting on proposals and agenda items. |
No information available | |
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Anonymous Voting Maintains anonymity of voters if required for certain decisions. |
No information available | |
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Weighted Voting Supports varied voting weights per committee member. |
No information available | |
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Voting Deadline Set deadlines for vote submission. |
No information available | |
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Decision Logging Automatically records decisions and outcomes for audit. |
Decision logging is offered; outcomes and records are kept in the audit trail. | |
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Approval Thresholds Define criteria for majority or super-majority approval. |
No information available | |
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Result Notification Notifies stakeholders of decision outcomes automatically. |
Stakeholder notifications and workflow steps are part of detailed activity reporting. | |
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Commenting on Votes Allows members to annotate their vote selections. |
No information available | |
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Decision Export Export voting records and decisions for offline storage or compliance. |
Decision and document export to PDF/Excel/other supported for compliance. | |
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Voting Participant Limit Maximum number of active voting participants supported. |
No information available |
Action Item Tracking and Follow-Up
(7 Yes /7 Known /9 Possible features)
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Action Item Assignment Assign next steps and responsibilities to individuals or groups. |
Task management/assignment is offered—responsibilities can be assigned. | |
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Due Date Tracking Assign and monitor deadlines for action items. |
Due dates can be tracked for open tasks and assignments. | |
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Progress Status Tracking Track the completion status (e.g., not started, in progress, done) of each action. |
Progress/completion statuses are reported in task management. | |
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Automated Reminders Send email or in-app reminders as action item deadlines approach. |
System can send reminders for task actions and deadlines. | |
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Responsibility Reassignment Allows transfer or reassignment of tasks if needed. |
No information available | |
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Action Item Cap Maximum number of open action items per meeting supported. |
No information available | |
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Completion Reporting Generate reports of outstanding and completed action items. |
Reports for outstanding and completed action items are available. | |
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Commenting on Actions Participants can leave comments or updates on actions assigned. |
Participants can comment on tasks and updates within the system. | |
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Audit Logs for Actions Maintain a log of updates on all action items for compliance. |
All task updates are logged for compliance purposes. |
User Roles and Permissions
(8 Yes /8 Known /10 Possible features)
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Role-Based Access Controls Define roles (e.g., chair, member, guest) and their permission sets. |
Role-based access (chair, member, guest, etc.) is core with configurable permissions. | |
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Custom User Roles Create organization-specific roles as needed. |
No information available | |
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Temporary Access Grant time-limited access to external guests or observers. |
Time-limited access for external guests is possible for document rooms. | |
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Read-Only Permissions Allow specific users to only view (not edit) materials and outcomes. |
Read-only access is configurable for certain roles. | |
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Audit Logs for Permissions Changes Records all changes made to roles and permissions. |
Audit logs track changes to roles and permissions comprehensively. | |
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Permission Cap Maximum number of distinct user roles supported. |
No information available | |
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Single Sign-On (SSO) Integrates with corporate SSO solutions for secure login. |
Single sign-on (SSO) is supported for enterprise customers. | |
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Multi-Factor Authentication (MFA) Supports MFA for enhanced login security. |
Multi-factor authentication (MFA) is supported. | |
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User Deactivation/Deletion Admins can revoke access instantly. |
Admins can revoke or delete user access instantly. | |
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Privacy Mode Hide certain meeting details from non-privileged participants. |
Sensitive meeting details can be restricted for non-privileged users ('Privacy Mode'). |
Compliance and Auditing
(6 Yes /6 Known /8 Possible features)
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Full Audit Trail Comprehensive activity and access logging for all users. |
Comprehensive audit trails/logging is core to Brainloop’s offering. | |
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Regulatory Audit Exports Generate audit-ready exports on-demand in standard formats. |
Audit/tracking information is exportable for standard compliance reporting. | |
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Meeting Minutes Archiving Permanent storage of meeting minutes, agendas, and resolutions. |
Long-term storage of minutes, agendas, and materials is provided. | |
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Retention Policy Management Automate retention and deletion schedules based on internal policies. |
Retention and deletion schedules are enforced via policy management. | |
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Compliance Certification Attestation of platform compliance (e.g., SOC 2, ISO 27001). |
The solution advertises certifications (e.g., ISO 27001, SOC 2) on its website. | |
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e-Signature Support Legally binding electronic signatures for resolutions and approvals. |
No information available | |
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Data Residency Controls Specify geographic location where data is stored for regulatory reasons. |
Customers can select country/region for data residency to meet regulatory obligations. | |
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Custom Audit Report Generation Create filtered or tailored audit reports. |
No information available |
Search and Knowledge Management
(4 Yes /4 Known /7 Possible features)
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Full-Text Search Search all meeting materials, minutes, and decisions. |
Full-text search offered across documents, minutes, and decisions. | |
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Tagging and Categorization Apply tags or categories to meetings and documents. |
No information available | |
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Meeting Archive Browser Browse archived meetings by year, fund, or theme. |
Archived meetings are browsable in the application. | |
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Decision Tracking Quickly find past decisions by deal, company, or date. |
Previous decisions can be searched and referenced by meeting/date. | |
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Advanced Filtering Filter records by participants, topics, or vote outcomes. |
No information available | |
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Knowledge Base Integration Link or reference materials in a centralized knowledge base. |
Materials can be linked to a centralized, secure document repository/knowledge base. | |
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Attachment Search Search the text within attached documents when possible. |
No information available |
Collaboration and Communication
(5 Yes /5 Known /8 Possible features)
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Discussion Threads Dedicated discussion channels for agenda items or proposals. |
Collaboration features include dedicated discussion and Q&A on agenda items. | |
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Commenting on Materials Inline or sidebar comments directly on shared documents. |
Participants can comment on individual materials/documents. | |
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Real-Time Chat Instant messaging embedded within the meeting portal. |
No information available | |
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Polls and Surveys Lightweight polls for informal feedback before decisions. |
No information available | |
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Email Notifications Automated email updates for mentions, assignments, or changes. |
Automated email notifications sent for new documents, changes, and tasks. | |
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Mentions and Alerts Notify specific members via @mentions or priority alerts. |
Mentions and alerting for specific users is available within collaboration tools. | |
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External Guest Messaging Allow communication with invited external guests in a controlled fashion. |
External guests can be messaged through controlled access and permissions in the dataroom. | |
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Live Chat Cap Maximum number of simultaneous chat participants supported. |
No information available |
Integrations and Platform Compatibility
(6 Yes /6 Known /8 Possible features)
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Calendar System Integration Sync with leading calendar platforms for seamless scheduling. |
Integration with Outlook/Google Calendar for meeting management and scheduling. | |
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Document Management Integration Connect to Dropbox, Box, SharePoint, or Google Drive for storage. |
Integrates with document management systems (e.g., SharePoint, Box) for storage. | |
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CRM Integration Integrate with investment management or CRM platforms. |
No information available | |
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API Access REST or GraphQL APIs for custom integrations. |
Provides API access for custom integrations. | |
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Mobile Application Native apps for iOS and Android for on-the-go access. |
Native mobile apps available for iOS and Android. | |
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Web Browser Support Runs on all modern browsers with full functionality. |
Supports all major web browsers with full functionality. | |
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Video Conferencing Integration Integrates with Zoom, Teams, or Google Meet for seamless virtual meetings. |
Integrates with popular video conferencing tools (e.g., Teams, Zoom). | |
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Integration Cap Maximum number of third-party integrations supported. |
No information available |
Reporting and Analytics
(3 Yes /3 Known /8 Possible features)
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Meeting Attendance Reports Generate and export attendance logs over custom periods. |
Reporting includes detailed attendance and activity logs. | |
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Decision Analytics Analytics on votes, participation, and time to decisions. |
Reports/analytics on participation, decision timelines, and engagement. | |
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Action Item Completion Metrics Measure percentage and average time to complete follow-ups. |
No information available | |
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Custom Report Builder Build tailored reports for internal or LP needs. |
No information available | |
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Export to Excel/CSV Export all data for advanced external analysis. |
Export to Excel/CSV supported for audit and analysis. | |
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Dashboard Customization Configure analytics dashboards by user or team. |
No information available | |
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Data Visualization Tools Charts, graphs, and other visual aids for trends and history. |
No information available | |
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Reporting Cap Maximum number of custom reports that can be created and stored. |
No information available |
Usability and Support
(7 Yes /7 Known /8 Possible features)
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Intuitive User Interface Modern, easy-to-understand UI for all users. |
Marketed as highly user-friendly and intuitive for all organizational levels. | |
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Onboarding Assistance Guided setup or training for efficient adoption. |
Guided onboarding and training available from Brainloop’s support team. | |
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Contextual Help Tooltip, guides, and FAQs available within the interface. |
In-app guides, FAQs, and help resources are available. | |
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24/7 Support Live support available at any time. |
24/7 live support is provided with enterprise agreements. | |
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Multi-Language Support Platform available in multiple languages. |
The platform supports multiple languages for international clients. | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG). |
Accessibility compliance (WCAG/Section 508) included in documentation. | |
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Self-Service Knowledge Base Extensive online documentation and troubleshooting resources. |
Web-based knowledge base and documentation provided. | |
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Uptime SLA Service-level agreement on uptime guarantee. |
No information available |
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