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Assure Glassboard from Assure
A comprehensive platform for managing special purpose vehicles (SPVs) and funds that includes compensation management features for carry (carried interest) tracking, distributions, and investor reporting specific to venture capital operations.
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
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Compensation Structure Flexibility
(7 Yes /7 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. |
Product documentation and Assure's marketing explicitly state support for carried interest configuration, including custom carry structures for SPVs and funds. | |
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Co-investment Tracking Support for setting up, tracking, and reporting on co-investment programs for different stakeholders. |
Co-investment programs, separate interest tracking for co-investors, and reporting are mentioned as part of Glassboard's feature set. | |
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Performance Bonus Modeling Allows creation and management of performance-based bonus structures based on fund metrics. |
No information available | |
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Management Fee Calculation Automated calculation of management fees based on fund agreements and capital commitments. |
Automated management fee calculations are described in product web pages and customer reviews. | |
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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. |
Handles allocations based on ownership, including pro rata splits, per Glassboard investor documentation. | |
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Waterfall Distribution Modeling Ability to set up and model distribution waterfalls, including complex multi-tiered structures. |
Supports multi-tiered distribution waterfalls per product knowledgebase and demo videos. | |
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Custom Vesting Schedules Support for multiple custom vesting schedules based on user-role or position. |
Supports custom vesting for carried interest across participant types (as shown in setup UI in Glassboard demos). | |
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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. |
No information available | |
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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. |
Glassboard supports managing compensation across multiple SPVs/funds from a unified interface per their marketing and support documentation. | |
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Deferred Payment Support Ability to structure and automate deferred compensation arrangements. |
No information available |
Data and Workflow Integration
(0 Yes /0 Known /10 Possible features)
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API Integration Supports integration via API with accounting systems, portfolio management, and HR platforms. |
No information available | |
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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. |
No information available | |
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Notification and Alerting Automated alerts/notifications for key compensation events and deadlines. |
No information available | |
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Workflow Automation Configurable workflows to automate approval, review, and payout processes. |
No information available | |
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Document Management Integration Links compensation records with legal/HR documents. |
No information available | |
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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. |
Product screenshots and testimonials confirm the existence of user-customizable dashboards for compensation and distributions. | |
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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. |
Compliance and audit-related reporting is highlighted as a feature for fund managers and backoffice users in Glassboard marketing material. | |
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Drill-Down Capability Users can drill down from aggregate data to individual compensation records. |
Drill-down and investor-specific views are shown as core features in Glassboard's reporting modules. | |
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Export to Excel/CSV/PDF Flexible download/export options for reports. |
Export capability to Excel and PDF is promoted as part of Glassboard's investor reporting deliverables. | |
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Scheduled Reporting Ability to automatically schedule and deliver reports. |
No information available | |
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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. |
Supports reporting and analysis on historical activity, including all past distributions and carry events, per documentation. | |
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Access-Controlled Reporting Restricts reporting visibility based on user role. |
No information available | |
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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
(3 Yes /3 Known /9 Possible features)
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Role-based Access Control Granular permissions based on position, fund, or portfolio. |
Granular permissions by role and entity are supported in Glassboard based on product UI and customer reviews. | |
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Multi-Stakeholder Handling Manages complex relationships among partners, employees, investors, and advisors. |
LPs, GPs, and other stakeholders can be managed and set up with unique views/roles in Glassboard (shown in admin interfaces). | |
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Self-Service Portals Stakeholders can view their compensation, statements, and documents. |
Stakeholder portals highlighted in customer success stories and on the product website. | |
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Audit Trail Comprehensive logs of user actions and system changes. |
No information available | |
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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. |
No information available | |
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Single Sign-On (SSO) Supports enterprise SSO for streamlined and secure logins. |
No information available | |
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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. |
No information available |
Security and Compliance
(3 Yes /3 Known /9 Possible features)
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Data Encryption Encrypts all compensation data at rest and in transit. |
Product security documentation confirms data encryption at rest and in transit. | |
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SOC 2/ISO 27001 Certification Product and infrastructure adhere to major security standards. |
Assure has achieved SOC 2 certification as stated on their website. | |
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GDPR/CCPA Tools Built-in controls for privacy regulations like GDPR, CCPA. |
No information available | |
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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. |
No information available | |
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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 logs and change tracking are advertised as compliance features. | |
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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. |
Product is SaaS and claimed by vendor to handle significant fund and investor count without slowdowns. | |
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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. |
Full calculation and compensation audit trails available to administrators, demonstrated in onboarding materials. | |
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Support for Multi-Currency Calculations Ability to process compensation in multiple currencies, with real-time FX rates. |
Multi-currency SPVs and compensation are supported for global users, with FX tools mentioned in platform documentation. | |
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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
(1 Yes /1 Known /6 Possible features)
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Full Historical Audit Trail Tracks every change to compensation data and structure. |
Audit trail for all compensation changes and distributions highlighted in compliance features. | |
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Detailed Change Logs Logs specifying what, when, and by whom each change was made. |
No information available | |
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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. |
No information available | |
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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. |
No information available |
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
(3 Yes /3 Known /7 Possible features)
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Cloud Deployment Product is available as a SaaS/cloud service. |
Assure Glassboard is only available as a cloud platform (SaaS). | |
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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. |
Glassboard supports multiple entities within one customer account—multi-tenant design is central to the platform. | |
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Elastic Resource Scaling Resources scale up or down based on workload automatically. |
No information available | |
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Mobile Accessibility Full or partial feature set available on mobile devices. |
No information available | |
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Disaster Recovery/Backup Automated backup and disaster recovery features. |
Disaster recovery and daily backups mentioned on vendor's infosec assurance documentation. | |
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Geo-Redundancy Supports geographically distributed redundancy for high availability. |
No information available |
Support and Vendor Services
(6 Yes /6 Known /9 Possible features)
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24/7 Support Availability Round-the-clock customer support service. |
24/7 support is advertised in the customer and fund manager resource centers. | |
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Dedicated Account Manager Assigned account manager for ongoing support and relationship management. |
All Glassboard accounts include a dedicated account manager per the product's onboarding process. | |
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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 product onboarding and well-reviewed user training resources available via Glassboard help portal. | |
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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. |
Annual product roadmap update webinars and newsletters described on vendor site. | |
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Professional Services Team Vendor offers implementation and customization services. |
Professional services for onboarding and custom SPV/fund setup are part of Assure's offering. | |
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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 tutorials, in-app help widgets, and walkthroughs available for all 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. |
Glassboard supports multi-currency operations as a major feature. | |
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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 international date and number formats per account and document settings. | |
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Country-specific Document Management Manage country-specific statutory and supporting documents for compensation. |
No information available |
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