Automated portfolio monitoring, activity and relationship insights, integrated analytics, CRM features, dynamic dashboards, and reporting tools for VC firms.
Dashboards and reporting tools tracking key metrics, milestone achievement, and financial performance across the entire investment portfolio.
More Portfolio Monitoring Platforms
More Portfolio Management ...
|
API Integrations Supports connecting to external data sources (e.g., accounting platforms, CRM, bank feeds) via APIs. |
Affinity integrates with email, calendar, and CRM systems via APIs as mentioned in product documentation and website. | |
|
Automated Data Imports Ability to schedule and automate data imports from multiple sources. |
Affinity supports automated imports from integrated systems (e.g., calendar, email, CRM). | |
|
Manual Data Entry Allows users to manually input or adjust data if automatic feeds are unavailable. |
Manual data entry features are supported through custom fields and notes. | |
|
Data Cleaning Tools Provides tools to validate, deduplicate, and standardize imported data. |
Affinity provides deduplication and standardization of contact/company data (as per marketing materials). | |
|
Data Consolidation Combines disparate datasets from multiple sources into a single portfolio view. |
Affinity consolidates data from multiple sources into a dashboard portfolio view. | |
|
Historical Data Upload Enables bulk import of historical performance and transaction data. |
Affinity enables importing of historical deal, activity, and contact data during implementation/migration. | |
|
Custom Data Mapping Supports customizable mapping of new or unique data fields to standard platform fields. |
Supports custom field mapping via setup and integrations. | |
|
Frequency of Data Sync How often the platform can synchronize data with external sources. |
No information available | |
|
Data Validation Rules Customizable logic for automated data quality checks and alerts. |
Affinity automates data updates and alerts on input errors, indicating validation logic is present. | |
|
Data Export Capabilities Allows data to be easily exported for analysis in external tools. |
Data export to CSV/Excel/PDF is supported for external analysis. |
|
Customizable Dashboards Users can create dashboards tailored to their needs and preferences. |
Dynamic dashboards can be customized per user, as noted in product marketing. | |
|
Real-Time Data Display Dashboards refresh and display the most current data available. |
Affinity offers dynamic dashboards with real-time data display and updates. | |
|
Drill-Down Capability Allows navigation from high-level metrics to detailed underlying data. |
Drill-down from high-level portfolio metrics to detailed company/activity is mentioned in user guides. | |
|
Preset Templates Offers ready-made dashboard templates for common portfolio views. |
Preset dashboard templates are provided for different use cases. | |
|
Multi-Portfolio Views Ability to display and compare metrics across multiple funds or portfolios. |
Ability to group, display and compare multiple funds/portfolios provided per product collateral. | |
|
Data Visualization Types Range of available visualizations (e.g., charts, graphs, heatmaps). |
No information available | |
|
KPI Widgets Predefined widgets displaying key metrics (IRR, TVPI, MOIC, etc.). |
Common KPI widgets such as IRR, TVPI, MOIC, and company activity are built-in. | |
|
Mobile Responsive Dashboards can be accessed and used effectively via mobile devices. |
Affinity dashboards are mobile responsive (see product demonstration videos). | |
|
Custom Color Schemes Supports personalized branding via custom color palettes and logos. |
Custom color schemes supported for dashboards and white-label branding. | |
|
Export & Sharing Options Can export dashboard views or embed them into presentations/reports. |
Export and sharing options to Excel, PDF, as well as external sharing links. |
|
Financial Performance Metrics Automatic calculation of IRR, TVPI, DPI, MOIC and other common VC metrics. |
Automatic calculation of VC financial performance metrics is a key product feature. | |
|
Operational KPIs Tracks operational metrics such as burn rate, runway, ARR, MRR, etc. |
Tracks operational KPIs (e.g., ARR, MRR, burn) as shown in documentation. | |
|
Milestone Tracking Track achievement of milestones for each portfolio company. |
Milestone and relationship tracking are core to the Affinity platform. | |
|
Custom Metrics Definition Users can define custom metrics specific to their portfolio or strategy. |
Allows creation of custom metrics/fields for reporting and dashboards. | |
|
Automatic Metric Updates Metrics are auto-updated when new data is loaded. |
Auto-updates metrics when new data becomes available (shown in demo videos). | |
|
Benchmarking Tools Compare metrics against industry benchmarks or peer groups. |
No information available | |
|
Trend Analysis Visualizes changes in metrics over time. |
Trend analysis available on activity, company growth, and metric visualization. | |
|
Alerting on KPI Variance Configurable notifications when metrics cross critical thresholds. |
Configurable alerts for changes and KPI variance available (notifications and reminders). | |
|
Scenario Modeling Simulate effects of various growth, fundraising, or exit scenarios on metrics. |
No information available | |
|
Tagging & Grouping Tag companies and group data for custom cohort analysis. |
Supports tagging, grouping, and cohort analysis features. |
|
Scheduled Reporting Generate and distribute reports automatically on a set schedule. |
Reports can be scheduled for automatic creation and delivery. | |
|
Custom Report Templates Create and reuse branded templates for consistent reporting. |
Supports custom and branded reporting templates. | |
|
Drag & Drop Report Builder User-friendly interface for assembling custom reports from data widgets. |
No information available | |
|
Collaboration Tools Allows teams to comment on, edit, and share draft reports. |
Multi-user collaboration is supported, including sharing, commenting, and editing reports. | |
|
PDF and Excel Export Export reports to common formats for distribution or further analysis. |
Reports can be exported to Excel and PDF. | |
|
Direct Sharing/Email Send reports directly from within the platform via email or link sharing. |
Users can send reports and links directly via the platform. | |
|
Audit Trail of Reports Keeps version history and access logs for compliance. |
No information available | |
|
Watermarking & Security Controls Add watermarks and restrict access to sensitive reports. |
Permissions, watermarks and report security are configurable. | |
|
Multi-Language Support Generate reports in multiple languages to serve global LPs. |
No information available | |
|
Dynamic Text Fields Include dynamic narrative text in reports that updates with data changes. |
No information available |
|
Task Management Assign and track tasks related to data collection, reporting, or follow-ups. |
Task tracking and management integrated into collaboration features. | |
|
Commenting & Annotations Users can comment or annotate on charts, metrics, and reports. |
Comments and annotations are available on contacts, companies, and reports. | |
|
Role-Based Access Set permissions on data and feature access by user role. |
Role-based access is supported for feature and data segmentation. | |
|
Calendar Integration Integrate tasks and reporting schedules with external calendars. |
No information available | |
|
Notification System Configurable alerts for important tasks, updates, or metric changes. |
Configurable notifications and alert system for activities, deadlines, and data. | |
|
Approval Workflows Require and track approvals for critical edits and report releases. |
No information available | |
|
Shared Workspaces Dedicated spaces for team projects, dashboards, or company reviews. |
Shared workspaces for teams and portfolio reviews. | |
|
Version Control Track changes and maintain history of edits to data and reports. |
Version control and change history are tracked for data fields and reports. | |
|
In-Platform Messaging Secure chat or messaging features for collaboration within the platform. |
In-platform messaging provided for collaboration. | |
|
External User Invites Allows portfolio companies or advisors to access select dashboards or uploads. |
Supports inviting external users such as portfolio company members. |
|
Data Encryption All data is encrypted at rest and in transit. |
Data encryption at rest and in transit indicated in Affinity security policy. | |
|
Two-Factor Authentication Supports 2FA for all user logins. |
Supports 2FA for user logins. | |
|
SSO/SAML Integration Supports Single Sign-On for enterprise identity management. |
SSO/SAML available for enterprise plans. | |
|
Activity Logging Detailed audit trail of all user activity and data changes. |
Comprehensive user activity logging is standard for audit/compliance. | |
|
GDPR Compliance Structured for compliance with major data privacy laws (incl. GDPR, CCPA, etc.). |
Affinity commits to GDPR and CCPA compliance in its privacy policy. | |
|
User Permission Granularity Fine-grained control over feature and data access permissions. |
Fine-grained user permission controls for data and workflows. | |
|
Data Residency Options Allows selection of preferred data storage regions for compliance. |
No information available | |
|
Regular Vulnerability Scanning Conducts frequent automated security scans and external audits. |
Regular vulnerability scanning and security audits referenced on Affinity trust page. | |
|
Disaster Recovery Plan Has robust policies and backups for business continuity. |
Disaster recovery policy and backups described in company documentation. | |
|
Role Auditing Tools Facilities for regular review of user roles and permissions. |
No information available |
|
Custom Field Creation Users can add and define new fields for data entry and reporting. |
Users can add custom fields for data entry and analysis. | |
|
Custom Workflows Configure specific workflows to match the firm’s investment processes. |
Workflow customization supported via rules and process templates. | |
|
Branding Support Platform can be customized to reflect the firm’s logo and style. |
Branding such as logo and color customization supported. | |
|
API for External Systems Platform offers a public API for custom integrations. |
Public API offered for custom integrations and extensions. | |
|
Plugins/Marketplace Supports third-party extensions or plugins for added functionality. |
No information available | |
|
Custom Report Layouts Design and implement unique report structures as needed. |
Custom report layouts are available in the reporting module. | |
|
White Labeling Full white-label options for client-facing interfaces. |
No information available | |
|
Scriptable Automation Allows scripting/automation of repetitive or complex processes. |
No information available | |
|
Support for Multiple Currencies Track and report in multiple currencies with conversion tools. |
Multi-currency fields and reporting available to support global VC firms. | |
|
User-Defined Triggers Set custom triggers to automate alerts or workflow steps. |
No information available |
|
Portfolio Company Portal Portal for company management teams to enter data and receive feedback. |
Portfolio company portal is provided for companies to enter data and review feedback. | |
|
Data Request Management Automates and tracks data requests to portfolio companies. |
Data request issuance and management is supported (for portfolio data collection). | |
|
Progress Surveys Send customizable surveys to companies to capture qualitative and quantitative updates. |
Custom surveys and update requests can be sent to portfolio companies. | |
|
Pre-Population of Fields Pre-fills returning surveys with prior data to reduce company workload. |
Pre-population of prior survey fields occurs for repeat data entry. | |
|
Feedback Loop Systems to share analysis, trends, or benchmarks back to each company. |
Feedback to companies (e.g., benchmarking, analysis) is supported. | |
|
Document Uploads Companies can attach supporting documentation through the platform. |
Document upload by companies is available via dedicated portal. | |
|
Secure Messaging Encrypted, platform-based communication with portfolio companies. |
Secure, platform-based messaging is available for communication. | |
|
Deadline Reminders Automatic deadline reminders sent to company users. |
Automated deadline reminders are sent to company users for updates. | |
|
Participation Tracking Tracks participation and response rates across companies. |
Participation and response rates for companies are tracked in the system. | |
|
Permissioned Data Sharing Control which data is visible to company teams vs. investors. |
Permissioned sharing so companies only see allowed data is supported. |
|
Concurrent User Support Maximum number of users who can be actively logged in simultaneously. |
No information available | |
|
Uptime Guarantee SLA percentage for minimum platform uptime. |
No information available | |
|
Max Portfolio Size Total number of companies the platform can effectively support. |
No information available | |
|
Report Generation Speed Average time to prepare standard portfolio reports. |
No information available | |
|
Query Response Time Average data query (dashboard refresh) response time. |
No information available | |
|
Bulk Data Processing Ability to import/export large batches of data efficiently. |
Platform is designed for high-volume/bulk import/export as marketed. | |
|
Platform Scalability System architecture supports scaling up with additional data/users. |
Cloud-based, multi-tenant architecture supports scaling by user and data. | |
|
Cloud Hosting Platform is hosted in a secure and scalable cloud environment. |
Platform is hosted on secure cloud infrastructure (AWS/GCP). | |
|
Load Balancing Employs techniques to distribute load for optimal performance. |
No information available | |
|
Regular Performance Reviews Provider supports periodic performance monitoring and optimization. |
No information available |
|
Dedicated Account Manager A specific person/team for ongoing account support. |
Dedicated customer success manager for enterprise clients. | |
|
Onboarding Services Structured onboarding for initial data migration and process setup. |
Structured onboarding and training for initial clients is available. | |
|
Knowledge Base/Documentation Comprehensive and up-to-date support articles and user guides. |
Online knowledge base and user documentation are available. | |
|
Live Chat Support Real-time chat support during business hours. |
Live chat support offered during business hours. | |
|
24/7 Emergency Support Around-the-clock emergency technical support. |
No information available | |
|
Training Programs Structured user training (live sessions, videos, webinars). |
Offers webinars and onboarding/training programs for users. | |
|
Community Forums Active online forums for best practices sharing and issue resolution. |
No information available | |
|
Feedback & Roadmap Input Channel for users to propose and vote on new feature ideas. |
No information available | |
|
Implementation Time Typical number of weeks/months to complete initial implementation. |
No information available | |
|
Data Migration Assistance Provider assists in migrating historical data from other systems. |
Implementation and migration assistance for data import is included. |
|
Transparent Pricing All pricing is published or explained clearly before purchase. |
Pricing is clearly published or explained on website/request. | |
|
Tiered Subscription Models Pricing options based on number of users, portfolios, or features. |
Tiered subscription levels based on user numbers/portfolio size. | |
|
Volume/Portfolio Discounts Discounts available for larger portfolios or multiple funds. |
Volume discounts are discussed for larger portfolios. | |
|
Annual/Monthly Billing Options Allows flexibility in billing cycles. |
Annual and monthly billing cycles are available. | |
|
No Long-Term Lock-In Option for month-to-month or pay-as-you-go contracts. |
No long-term lock-in (can choose monthly, cancel as needed). | |
|
Free Trial/POC Option to trial the platform before committing. |
Free trials and POCs available on request. | |
|
Custom Contract Options Negotiable contract terms (i.e., for migrations, custom integrations, or pilots). |
Custom contract options available for migrations and integrations. | |
|
Simple per-User/Company Fees Easy-to-understand fee structures per user, company, or LP. |
Simple per-user pricing is standard for the platform. | |
|
Implementation Costs Published Any onboarding or setup costs are clearly described. |
Any implementation or onboarding costs are described upfront. | |
|
Cancellation Policy Clear, fair policy on contract termination and refunds. |
Clear cancellation and refund policies presented in contracts. |
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.