at Financial Technnology Year
Please contact them if you have any questions.
VC Portfolio from VC Portfolio
All-in-one platform for venture capital operations, including investment committee management, deal flow tracking, due diligence coordination, and portfolio monitoring. The investment committee module includes meeting scheduling, document preparation, collaborative review tools, voting mechanisms, and decision documentation specifically designed for venture capital decision processes.
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.
More Meeting Management Systems
More Investment Committee ...
Meeting Scheduling and Management
(4 Yes /4 Known /11 Possible features)
|
Automated Scheduling Automatically finds suitable dates and times for meetings based on participants' availability. |
The product advertises automated meeting scheduling as part of its investment committee module. | |
|
Calendar Integration Syncs with external calendar systems (e.g., Outlook, Google Calendar). |
Described as integrating with external calendars for seamless scheduling. | |
|
Recurring Meetings Supports creation of recurring or series meetings (e.g., weekly/monthly committee meetings). |
No information available | |
|
Meeting Templates Allows the reuse of predefined agendas, structures, and attendee groups for efficiency. |
Predefined agendas and templates referenced in 'document preparation and collaborative review' marketing materials. | |
|
Agenda Creation Facilitates the creation and editing of meeting agendas. |
Creation and editing of meeting agendas mentioned under the investment committee feature set. | |
|
Time Zone Support Handles participants across multiple time zones. |
. | No information available |
|
RSVP Tracking Tracks attendance confirmations and responses. |
. | No information available |
|
Participant Cap Maximum number of participants supported per meeting. |
. | No information available |
|
Invitation Controls Granular control over who can be invited and see meeting details. |
. | No information available |
|
Reminders and Notifications Automatic reminders and notifications for upcoming meetings. |
. | No information available |
|
Dedicated Meeting Links Unique video or in-person links for each scheduled meeting. |
. | No information available |
Secure Document Distribution
(3 Yes /3 Known /11 Possible features)
|
Encrypted File Storage All documents are stored using encryption both at rest and in transit. |
. | No information available |
|
Granular Access Controls Set who can view, download, and edit specific documents. |
. | No information available |
|
Secure Document Sharing Distribute materials with secure links or within a protected portal. |
Materials distributed in a protected portal is listed for investment committee meetings, matching secure document sharing. | |
|
Version Control Track changes and revisions to committee documents. |
Describes versioned document workflow for collaborative review. | |
|
Watermarking Add individualized watermarks to distributed documents for security and traceability. |
. | No information available |
|
Download Restrictions Ability to restrict downloads or printouts of sensitive files. |
. | No information available |
|
Expiry of Access Set expiration dates for document access. |
. | No information available |
|
Audit Trails Logging of all document access, downloads, and changes for compliance. |
Audit logging of access, downloads and changes called out for compliance in VC decision processes. | |
|
Batch Uploads Upload multiple documents at once for meeting preparation. |
. | No information available |
|
Document Previews Preview documents within the platform without download. |
. | No information available |
|
Attachment Size Limit Maximum size of attachments/documents supported. |
. | No information available |
Voting and Decision Recording
(2 Yes /2 Known /10 Possible features)
|
Digital Voting Real-time or asynchronous voting on proposals and agenda items. |
Digital, real-time, and asynchronous voting on proposals are core features for investment committees. | |
|
Anonymous Voting Maintains anonymity of voters if required for certain decisions. |
. | No information available |
|
Weighted Voting Supports varied voting weights per committee member. |
. | No information available |
|
Voting Deadline Set deadlines for vote submission. |
No information available | |
|
Decision Logging Automatically records decisions and outcomes for audit. |
Automatic decision recording and documentation mentioned for compliance/audit purposes. | |
|
Approval Thresholds Define criteria for majority or super-majority approval. |
. | No information available |
|
Result Notification Notifies stakeholders of decision outcomes automatically. |
. | No information available |
|
Commenting on Votes Allows members to annotate their vote selections. |
. | No information available |
|
Decision Export Export voting records and decisions for offline storage or compliance. |
. | No information available |
|
Voting Participant Limit Maximum number of active voting participants supported. |
No information available |
Action Item Tracking and Follow-Up
(2 Yes /2 Known /9 Possible features)
|
Action Item Assignment Assign next steps and responsibilities to individuals or groups. |
Tasks and action items can be assigned to individuals or groups post-meeting as part of follow-up. | |
|
Due Date Tracking Assign and monitor deadlines for action items. |
Due dates for tasks post-meeting tracked as part of action item management. | |
|
Progress Status Tracking Track the completion status (e.g., not started, in progress, done) of each action. |
. | No information available |
|
Automated Reminders Send email or in-app reminders as action item deadlines approach. |
. | No information available |
|
Responsibility Reassignment Allows transfer or reassignment of tasks if needed. |
. | No information available |
|
Action Item Cap Maximum number of open action items per meeting supported. |
. | No information available |
|
Completion Reporting Generate reports of outstanding and completed action items. |
. | No information available |
|
Commenting on Actions Participants can leave comments or updates on actions assigned. |
. | No information available |
|
Audit Logs for Actions Maintain a log of updates on all action items for compliance. |
. | No information available |
User Roles and Permissions
(4 Yes /4 Known /10 Possible features)
|
Role-Based Access Controls Define roles (e.g., chair, member, guest) and their permission sets. |
Platform advertises role-based access controls for committee members and guests. | |
|
Custom User Roles Create organization-specific roles as needed. |
No information available | |
|
Temporary Access Grant time-limited access to external guests or observers. |
. | No information available |
|
Read-Only Permissions Allow specific users to only view (not edit) materials and outcomes. |
. | No information available |
|
Audit Logs for Permissions Changes Records all changes made to roles and permissions. |
. | No information available |
|
Permission Cap Maximum number of distinct user roles supported. |
. | No information available |
|
Single Sign-On (SSO) Integrates with corporate SSO solutions for secure login. |
Single sign-on support indicated on security and integration pages. | |
|
Multi-Factor Authentication (MFA) Supports MFA for enhanced login security. |
Multi-factor authentication present per product security highlights. | |
|
User Deactivation/Deletion Admins can revoke access instantly. |
Admin control for deactivating or deleting users is described for access risk management. | |
|
Privacy Mode Hide certain meeting details from non-privileged participants. |
. | No information available |
Compliance and Auditing
(4 Yes /4 Known /8 Possible features)
|
Full Audit Trail Comprehensive activity and access logging for all users. |
Described as offering comprehensive activity and access logs for audit and compliance. | |
|
Regulatory Audit Exports Generate audit-ready exports on-demand in standard formats. |
. | No information available |
|
Meeting Minutes Archiving Permanent storage of meeting minutes, agendas, and resolutions. |
Permanent, searchable archive of all meeting minutes and resolutions referenced as a feature. | |
|
Retention Policy Management Automate retention and deletion schedules based on internal policies. |
Retention scheduling for committee documents is supported for compliance reasons. | |
|
Compliance Certification Attestation of platform compliance (e.g., SOC 2, ISO 27001). |
Cloud security section lists SOC 2 Type II and ISO 27001 compliance. | |
|
e-Signature Support Legally binding electronic signatures for resolutions and approvals. |
. | No information available |
|
Data Residency Controls Specify geographic location where data is stored for regulatory reasons. |
No information available | |
|
Custom Audit Report Generation Create filtered or tailored audit reports. |
No information available |
Search and Knowledge Management
(2 Yes /2 Known /7 Possible features)
|
Full-Text Search Search all meeting materials, minutes, and decisions. |
Describes full-text search across documents, meetings, and decisions. | |
|
Tagging and Categorization Apply tags or categories to meetings and documents. |
. | No information available |
|
Meeting Archive Browser Browse archived meetings by year, fund, or theme. |
. | No information available |
|
Decision Tracking Quickly find past decisions by deal, company, or date. |
. | No information available |
|
Advanced Filtering Filter records by participants, topics, or vote outcomes. |
No information available | |
|
Knowledge Base Integration Link or reference materials in a centralized knowledge base. |
References to knowledge management suggest integration or access to a centralized knowledge base. | |
|
Attachment Search Search the text within attached documents when possible. |
. | No information available |
Collaboration and Communication
(3 Yes /3 Known /8 Possible features)
|
Discussion Threads Dedicated discussion channels for agenda items or proposals. |
Collaborative review tools include discussion threads around agenda items and proposals. | |
|
Commenting on Materials Inline or sidebar comments directly on shared documents. |
. | No information available |
|
Real-Time Chat Instant messaging embedded within the meeting portal. |
. | No information available |
|
Polls and Surveys Lightweight polls for informal feedback before decisions. |
Marketing copy refers to informal polling to collect feedback pre-decision. | |
|
Email Notifications Automated email updates for mentions, assignments, or changes. |
Automated email notifications for assignments, activity, and votes stated. | |
|
Mentions and Alerts Notify specific members via @mentions or priority alerts. |
. | No information available |
|
External Guest Messaging Allow communication with invited external guests in a controlled fashion. |
. | No information available |
|
Live Chat Cap Maximum number of simultaneous chat participants supported. |
. | No information available |
Integrations and Platform Compatibility
(6 Yes /6 Known /8 Possible features)
|
Calendar System Integration Sync with leading calendar platforms for seamless scheduling. |
Product pages claim integration with Google and Microsoft calendar platforms. | |
|
Document Management Integration Connect to Dropbox, Box, SharePoint, or Google Drive for storage. |
Integrates with Box and Google Drive for document management as per documentation. | |
|
CRM Integration Integrate with investment management or CRM platforms. |
No information available | |
|
API Access REST or GraphQL APIs for custom integrations. |
Open API is listed for custom integration and workflows. | |
|
Mobile Application Native apps for iOS and Android for on-the-go access. |
Advertises native mobile apps for iOS and Android. | |
|
Web Browser Support Runs on all modern browsers with full functionality. |
Full-featured web interface is available as per product tour. | |
|
Video Conferencing Integration Integrates with Zoom, Teams, or Google Meet for seamless virtual meetings. |
Integrates Meeting scheduling with Zoom, Teams, and Google Meet. | |
|
Integration Cap Maximum number of third-party integrations supported. |
. | No information available |
Reporting and Analytics
(5 Yes /5 Known /8 Possible features)
|
Meeting Attendance Reports Generate and export attendance logs over custom periods. |
Attendance reports and exports mentioned under analytics section. | |
|
Decision Analytics Analytics on votes, participation, and time to decisions. |
Provides analytics for votes, decisions, and meeting participation for VC decision tracking. | |
|
Action Item Completion Metrics Measure percentage and average time to complete follow-ups. |
. | No information available |
|
Custom Report Builder Build tailored reports for internal or LP needs. |
. | No information available |
|
Export to Excel/CSV Export all data for advanced external analysis. |
Data export capability to Excel/CSV is referenced in product help documentation. | |
|
Dashboard Customization Configure analytics dashboards by user or team. |
Supports dashboard customization according to user or team role. | |
|
Data Visualization Tools Charts, graphs, and other visual aids for trends and history. |
Graphs and history tracking of meetings, votes, actions shown in marketing collateral. | |
|
Reporting Cap Maximum number of custom reports that can be created and stored. |
. | No information available |
Usability and Support
(4 Yes /4 Known /8 Possible features)
|
Intuitive User Interface Modern, easy-to-understand UI for all users. |
Modern, easy-to-use user interface highlighted as a key selling point. | |
|
Onboarding Assistance Guided setup or training for efficient adoption. |
Onboarding help including guided flows and tutorials referenced. | |
|
Contextual Help Tooltip, guides, and FAQs available within the interface. |
Help resources and tooltips are available throughout the application. | |
|
24/7 Support Live support available at any time. |
No information available | |
|
Multi-Language Support Platform available in multiple languages. |
No information available | |
|
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG). |
VC Portfolio commits to WCAG accessibility per their website's legal/compliance section. | |
|
Self-Service Knowledge Base Extensive online documentation and troubleshooting resources. |
. | No information available |
|
Uptime SLA Service-level agreement on uptime guarantee. |
. | No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.