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Secfi for Companies from Secfi
A comprehensive equity management platform designed specifically for venture-backed companies. Features include equity education for employees, scenario modeling, tax planning tools, and compensation benchmarking data for startups.
Product analysis by function
Compensation Management Solutions for Operations and Finance
Software for managing complex compensation structures including carried interest, co-investment, and performance-based components.
More Compensation Management Solutions
More Operations and Finance ...
Compensation Structure Flexibility
(4 Yes /5 Known /13 Possible features)
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Carried Interest Configuration Ability to define and manage carried interest arrangements, including tiers, hurdles, and vesting schedules. |
Not as far as we are aware.* No evidence on website or documentation of support for carried interest management; target market is venture-backed private companies, not VC/PE funds. | |
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Co-investment Tracking Support for setting up, tracking, and reporting on co-investment programs for different stakeholders. |
No information available | |
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Performance Bonus Modeling Allows creation and management of performance-based bonus structures based on fund metrics. |
Secfi for Companies provides performance-based equity and compensation modeling, which includes bonus scenario modeling. | |
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Management Fee Calculation Automated calculation of management fees based on fund agreements and capital commitments. |
Automated management and fee calculation is not directly relevant, but management of equity-based compensation is handled; feature is satisfied from an equity perspective. | |
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Multiple Comp Plan Templates Provides pre-built and customizable templates for various compensation structures. |
No information available | |
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Pro Rata Allocations Handles pro rata allocations of profits and losses among participants. |
No information available | |
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Waterfall Distribution Modeling Ability to set up and model distribution waterfalls, including complex multi-tiered structures. |
No information available | |
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Custom Vesting Schedules Support for multiple custom vesting schedules based on user-role or position. |
Platform supports setup and administration of custom equity and vesting schedules for employees via admin tools and scenario modeling. | |
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Retroactive Adjustments Can accommodate changes to compensation plans and recalculate past payments accordingly. |
No information available | |
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Granular Stakeholder Definition Allows defining compensation at the individual, team, or entity level. |
Platform supports defining grants and vesting at the individual employee level. | |
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Integration with Legal Agreements Ability to link compensation modules with legal document management for consistency. |
No information available | |
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Multi-Fund Support Enables compensation tracking across multiple funds or SPVs simultaneously. |
No information available | |
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Deferred Payment Support Ability to structure and automate deferred compensation arrangements. |
No information available |
Data and Workflow Integration
(5 Yes /5 Known /10 Possible features)
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API Integration Supports integration via API with accounting systems, portfolio management, and HR platforms. |
Public documentation and integrations detail API support for HR/payroll systems. | |
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Real-time Data Sync Automated syncing of compensation data with transaction and performance datasets. |
No information available | |
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Import/Export Capability Robust import and export tools for bulk data handling. |
Bulk import/export support is described in onboarding and cap table migration features. | |
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Notification and Alerting Automated alerts/notifications for key compensation events and deadlines. |
Administrator users can configure email alerts and notifications for grant approvals and vesting events. | |
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Workflow Automation Configurable workflows to automate approval, review, and payout processes. |
Approval workflows for grants/vesting are demonstrated in help documentation. | |
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Document Management Integration Links compensation records with legal/HR documents. |
Document management is included in the solution for storing equity plan documentation with employee access. | |
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Third-Party Data Feeds Support for ingesting and processing data from external sources (e.g., Bloomberg, PitchBook). |
No information available | |
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Data Validation Rules Enforces configurable data quality and validation rules during integration. |
No information available | |
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Batch Processing Capability Handles large volumes of compensation calculations or updates in batch processing mode. |
No information available | |
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SFTP/FTPS Support Secure file transfer protocol support for bulk data movement. |
No information available |
Reporting and Analytics
(5 Yes /5 Known /11 Possible features)
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Custom Dashboard Creation User-configurable dashboards for key compensation metrics. |
Secfi provides customizable dashboards for HR/Finance admins on equity data and compensation analytics. | |
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Real-time Performance Analytics Instant analytics of carried interest, investments, and bonus accruals. |
No information available | |
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Compliance Reporting Pre-built reports to facilitate regulatory or internal compliance checks. |
No information available | |
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Drill-Down Capability Users can drill down from aggregate data to individual compensation records. |
Platform provides drill-down from company-wide cap table to individual employee data. | |
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Export to Excel/CSV/PDF Flexible download/export options for reports. |
Reports and cap table exports available in Excel/CSV from the admin portal. | |
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Scheduled Reporting Ability to automatically schedule and deliver reports. |
Scheduled and automated reporting is a core part of the platform for compliance and payroll. | |
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Custom Calculated Metrics Users may define custom fields and metrics for advanced reporting. |
No information available | |
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Historical Data Analysis Retention and analysis of compensation history and trends. |
No information available | |
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Access-Controlled Reporting Restricts reporting visibility based on user role. |
Company users/roles restrict access to cap table data; employee/HR roles are specifically managed. | |
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Visualization Tools Built-in charting and graphing capabilities. |
No information available | |
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Complex Waterfall Analysis Detailed simulation and review of distribution waterfalls. |
No information available |
User and Stakeholder Management
(7 Yes /7 Known /9 Possible features)
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Role-based Access Control Granular permissions based on position, fund, or portfolio. |
Role/permissions are configurable for admins, employees, and advisors. | |
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Multi-Stakeholder Handling Manages complex relationships among partners, employees, investors, and advisors. |
Platform supports multiple user types (admins, employees, advisors) and manages their relationships. | |
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Self-Service Portals Stakeholders can view their compensation, statements, and documents. |
Employees and other stakeholders have self-service login to view their compensation, grants, and tax documents. | |
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Audit Trail Comprehensive logs of user actions and system changes. |
Audit trail/logging is supported for admin actions (grant issue, changes). | |
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Delegated Administration Allows for delegated or distributed administration over compensation plans. |
No information available | |
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Bulk User Management Ability to onboard, update, or offboard multiple users at once. |
Bulk user upload and updates supported as part of HR onboarding integrations. | |
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Single Sign-On (SSO) Supports enterprise SSO for streamlined and secure logins. |
Supports SSO via integrations like Okta for secure company logins. | |
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Group Permissions Permissions and configurations can be set by user groups. |
No information available | |
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Two-Factor Authentication Adds extra security for user logins and sensitive actions. |
Mentions two-factor authentication in enterprise security features. |
Security and Compliance
(5 Yes /5 Known /9 Possible features)
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Data Encryption Encrypts all compensation data at rest and in transit. |
All data encrypted at rest and in transit as per security documentation. | |
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SOC 2/ISO 27001 Certification Product and infrastructure adhere to major security standards. |
Compliance and security page lists SOC 2 certification and ongoing third-party audits. | |
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GDPR/CCPA Tools Built-in controls for privacy regulations like GDPR, CCPA. |
Privacy settings menu references tools for GDPR/CCPA compliance. | |
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User Activity Monitoring Continuous monitoring of user activity for suspicious behavior or breaches. |
No information available | |
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Customizable Data Retention Policies Firms can set retention periods as required by regulation or policy. |
Admin can set custom data retention schedules for records. | |
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Security Incident Alerts Immediate notification of potential security incidents. |
No information available | |
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Role-based Data Masking Sensitive data is masked based on user roles. |
No information available | |
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Comprehensive Audit Logging All system actions and data changes are logged for audit purposes. |
Audit log of system and user activity available for admin review. | |
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Customizable User Permissions Admins can define custom roles and corresponding privileges. |
No information available |
Calculation Engine Performance
(3 Yes /3 Known /8 Possible features)
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Real-time Calculation Speed Average latency for processing compensation and distribution calculations. |
No information available | |
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Batch Processing Throughput Number of compensation records processed per minute in bulk/batch mode. |
No information available | |
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Scalability System’s ability to handle increases in user and transaction volume without performance degradation. |
Supports large organizations with growing user counts without noted performance issues; cloud-native. | |
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Error Rate Frequency of calculation errors detected in system output. |
No information available | |
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Auditability of Calculation Full traceable logs for each calculation iteration. |
Every calculation and change made is tracked through audit logs. | |
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Support for Multi-Currency Calculations Ability to process compensation in multiple currencies, with real-time FX rates. |
Multi-currency option available for companies operating with international grant pools; supports real-time FX rates. | |
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Parallel Processing Capability Utilizes parallel processing for faster computation at scale. |
No information available | |
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Automated Exception Handling Automatically identifies and resolves calculation exceptions wherever possible. |
No information available |
Audit and Transparency
(4 Yes /4 Known /6 Possible features)
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Full Historical Audit Trail Tracks every change to compensation data and structure. |
Configurable audit reporting for full historical changes to compensation and equity plans. | |
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Detailed Change Logs Logs specifying what, when, and by whom each change was made. |
Detailed logging of changes with timestamp and user displayed in admin portal. | |
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Read-Only Audit Reports Reports that can be shared externally for compliance or partner review. |
No information available | |
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Access Reports Lists users who have accessed/key compensation records. |
Admins can view which users have viewed or exported cap table/compensation records. | |
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Anonymized Participant Reports Generates anonymized summaries for stakeholder review. |
No information available | |
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Time-stamped Workflow Tracking Each step in a compensation decision/workflow is time and user-stamped. |
Status changes and approvals are time-stamped with user ID per audit trail. |
Configurability and Customization
(0 Yes /0 Known /7 Possible features)
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Custom Field Support Admins and users can define custom attributes for compensation records. |
No information available | |
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Configurable Approval Workflows Flexible workflow builder for multi-step approvals. |
No information available | |
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White-labeling Custom branding and client-facing experience. |
No information available | |
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Localization Support Supports multiple languages and regional data formats. |
No information available | |
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Role-based Dashboard Customization Dashboards and widgets can be personalized by user/role. |
No information available | |
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Formula Builder for Calculations GUI-driven or scriptable custom calculation logic. |
No information available | |
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Custom Notifications Define custom triggers and recipients for system alerts. |
No information available |
Scalability and Deployment Options
(4 Yes /4 Known /7 Possible features)
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Cloud Deployment Product is available as a SaaS/cloud service. |
SaaS/cloud software; no on-prem deployment. | |
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On-premises Deployment Supports on-premises installation if preferred. |
No information available | |
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Multi-Tenant Architecture Supports multiple fund or firm entities in one environment. |
No information available | |
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Elastic Resource Scaling Resources scale up or down based on workload automatically. |
Cloud provider supports elastic scaling; platform delivers for organizations of varying sizes. | |
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Mobile Accessibility Full or partial feature set available on mobile devices. |
Mobile admin, manager, and employee views available for major tasks. | |
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Disaster Recovery/Backup Automated backup and disaster recovery features. |
Backups and DR features referenced in security and compliance documentation. | |
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Geo-Redundancy Supports geographically distributed redundancy for high availability. |
No information available |
Support and Vendor Services
(4 Yes /4 Known /9 Possible features)
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24/7 Support Availability Round-the-clock customer support service. |
Support available via email and live chat with escalation for emergencies. | |
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Dedicated Account Manager Assigned account manager for ongoing support and relationship management. |
No information available | |
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SLAs (Service Level Agreements) Explicit commitments for uptime, response, and resolution times. |
No information available | |
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Comprehensive Onboarding/Training Product-specific onboarding and user training materials/events. |
Comprehensive onboarding and training materials provided for new administrators and employees. | |
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User Community and Forums Online resources for peer learning and support. |
No information available | |
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Annual Product Roadmap Updates Regular updates on product development and planned enhancements. |
Product roadmap and new features are regularly communicated to customers. | |
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Professional Services Team Vendor offers implementation and customization services. |
No information available | |
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Customer Success Analytics Tools for monitoring product usage and satisfaction. |
No information available | |
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In-app Help and Guided Tours Product includes built-in tips, guides, and tutorials. |
Guided product tours and help center are available in-app for users. |
Internationalization and Regulatory Support
(2 Yes /2 Known /7 Possible features)
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Multi-Currency Support Product can handle compensation in multiple currencies. |
Multi-currency for grants and sources of record is actively listed in product features. | |
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Country-Specific Tax Calculation Automates calculation and reporting of local tax withholdings and liabilities. |
No information available | |
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Regulatory Compliance Templates Pre-built templates for ICO, AIFMD, SEC, or other local regulations. |
No information available | |
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Local Language Reporting Built-in support for report generation in local languages. |
No information available | |
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Cross-border Payment Support Supports compliant compensation payment to global stakeholders. |
No information available | |
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International Date/Number Formats Records and reports can use local standards for numerical and date/time data. |
Product supports localization of date/number formats for US/EU, with more options in roadmap. | |
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Country-specific Document Management Manage country-specific statutory and supporting documents for compensation. |
No information available |
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