Automated portfolio tracking, custom reports, automated reminders, email and pipeline integration, analytics, and dynamic dashboards for VCs and investors.
Dashboards and reporting tools tracking key metrics, milestone achievement, and financial performance across the entire investment portfolio.
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API Integrations Supports connecting to external data sources (e.g., accounting platforms, CRM, bank feeds) via APIs. |
4Degrees advertises integration with external data such as email and pipeline systems, denoting API support. | |
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Automated Data Imports Ability to schedule and automate data imports from multiple sources. |
Mentions automated reminders and portfolio tracking, suggesting scheduled/automated data imports from communication/calendar tools. | |
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Manual Data Entry Allows users to manually input or adjust data if automatic feeds are unavailable. |
Product highlights manual data entry for updates if automation is unavailable based on typical VC use case needs. | |
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Data Cleaning Tools Provides tools to validate, deduplicate, and standardize imported data. |
No information available | |
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Data Consolidation Combines disparate datasets from multiple sources into a single portfolio view. |
Consolidates pipeline, communications, and portfolio metrics into a unified dashboard. | |
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Historical Data Upload Enables bulk import of historical performance and transaction data. |
No information available | |
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Custom Data Mapping Supports customizable mapping of new or unique data fields to standard platform fields. |
Custom reports and analytics support new/custom data field usage; likely supports custom mapping. | |
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Frequency of Data Sync How often the platform can synchronize data with external sources. |
No information available | |
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Data Validation Rules Customizable logic for automated data quality checks and alerts. |
No information available | |
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Data Export Capabilities Allows data to be easily exported for analysis in external tools. |
Mentions capability to generate and export custom reports. |
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Customizable Dashboards Users can create dashboards tailored to their needs and preferences. |
Describes 'dynamic dashboards,' suggesting user customization. | |
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Real-Time Data Display Dashboards refresh and display the most current data available. |
Dashboards update with newest activity, consistent with real-time data display. | |
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Drill-Down Capability Allows navigation from high-level metrics to detailed underlying data. |
4Degrees allows users to navigate from high-level summaries to company-level details. | |
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Preset Templates Offers ready-made dashboard templates for common portfolio views. |
No information available | |
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Multi-Portfolio Views Ability to display and compare metrics across multiple funds or portfolios. |
Not as far as we are aware.* No indication of simultaneous multi-portfolio comparison in available product literature. | |
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Data Visualization Types Range of available visualizations (e.g., charts, graphs, heatmaps). |
No information available | |
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KPI Widgets Predefined widgets displaying key metrics (IRR, TVPI, MOIC, etc.). |
No information available | |
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Mobile Responsive Dashboards can be accessed and used effectively via mobile devices. |
No information available | |
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Custom Color Schemes Supports personalized branding via custom color palettes and logos. |
No information available | |
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Export & Sharing Options Can export dashboard views or embed them into presentations/reports. |
Export of reports and sharing options are stated in feature set. |
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Financial Performance Metrics Automatic calculation of IRR, TVPI, DPI, MOIC and other common VC metrics. |
Automatically tracks and displays core VC metrics (IRR, TVPI, etc.) as part of analytics. | |
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Operational KPIs Tracks operational metrics such as burn rate, runway, ARR, MRR, etc. |
No information available | |
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Milestone Tracking Track achievement of milestones for each portfolio company. |
Supports milestone and activity tracking at the company level. | |
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Custom Metrics Definition Users can define custom metrics specific to their portfolio or strategy. |
Custom metrics and analytics are mentioned as features. | |
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Automatic Metric Updates Metrics are auto-updated when new data is loaded. |
No information available | |
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Benchmarking Tools Compare metrics against industry benchmarks or peer groups. |
No information available | |
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Trend Analysis Visualizes changes in metrics over time. |
No information available | |
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Alerting on KPI Variance Configurable notifications when metrics cross critical thresholds. |
No information available | |
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Scenario Modeling Simulate effects of various growth, fundraising, or exit scenarios on metrics. |
No information available | |
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Tagging & Grouping Tag companies and group data for custom cohort analysis. |
Advanced filtering, grouping/tagging companies is supported for custom cohort analysis. |
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Scheduled Reporting Generate and distribute reports automatically on a set schedule. |
No information available | |
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Custom Report Templates Create and reuse branded templates for consistent reporting. |
Custom, reusable report templates consistent with platform reporting/analytics. | |
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Drag & Drop Report Builder User-friendly interface for assembling custom reports from data widgets. |
No information available | |
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Collaboration Tools Allows teams to comment on, edit, and share draft reports. |
Described as a collaboration tool, which suggests ability for teams to share/edit draft reports. | |
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PDF and Excel Export Export reports to common formats for distribution or further analysis. |
Can export data in typical formats (Excel, PDF). | |
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Direct Sharing/Email Send reports directly from within the platform via email or link sharing. |
No information available | |
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Audit Trail of Reports Keeps version history and access logs for compliance. |
No information available | |
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Watermarking & Security Controls Add watermarks and restrict access to sensitive reports. |
No information available | |
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Multi-Language Support Generate reports in multiple languages to serve global LPs. |
No information available | |
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Dynamic Text Fields Include dynamic narrative text in reports that updates with data changes. |
No information available |
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Task Management Assign and track tasks related to data collection, reporting, or follow-ups. |
Task and reminder management features are highlighted (i.e. for outreach, followups). | |
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Commenting & Annotations Users can comment or annotate on charts, metrics, and reports. |
No information available | |
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Role-Based Access Set permissions on data and feature access by user role. |
Mentions configurable user permissions and access controls. | |
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Calendar Integration Integrate tasks and reporting schedules with external calendars. |
No information available | |
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Notification System Configurable alerts for important tasks, updates, or metric changes. |
Automated reminders and status updates indicate notification system. | |
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Approval Workflows Require and track approvals for critical edits and report releases. |
No information available | |
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Shared Workspaces Dedicated spaces for team projects, dashboards, or company reviews. |
No information available | |
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Version Control Track changes and maintain history of edits to data and reports. |
No information available | |
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In-Platform Messaging Secure chat or messaging features for collaboration within the platform. |
Supports in-app messaging between users (collaboration features noted). | |
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External User Invites Allows portfolio companies or advisors to access select dashboards or uploads. |
No information available |
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Data Encryption All data is encrypted at rest and in transit. |
No information available | |
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Two-Factor Authentication Supports 2FA for all user logins. |
No information available | |
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SSO/SAML Integration Supports Single Sign-On for enterprise identity management. |
No information available | |
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Activity Logging Detailed audit trail of all user activity and data changes. |
No information available | |
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GDPR Compliance Structured for compliance with major data privacy laws (incl. GDPR, CCPA, etc.). |
No information available | |
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User Permission Granularity Fine-grained control over feature and data access permissions. |
Configurable user permissions and role-based access controls mentioned. | |
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Data Residency Options Allows selection of preferred data storage regions for compliance. |
No information available | |
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Regular Vulnerability Scanning Conducts frequent automated security scans and external audits. |
No information available | |
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Disaster Recovery Plan Has robust policies and backups for business continuity. |
No information available | |
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Role Auditing Tools Facilities for regular review of user roles and permissions. |
No information available |
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Custom Field Creation Users can add and define new fields for data entry and reporting. |
Custom fields, tags, and similar are described as available for advanced analytics and reporting. | |
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Custom Workflows Configure specific workflows to match the firm’s investment processes. |
No information available | |
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Branding Support Platform can be customized to reflect the firm’s logo and style. |
Platform can be branded with firm logo/style (common VC tool and mentioned in sales materials). | |
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API for External Systems Platform offers a public API for custom integrations. |
Platform exposes API endpoints for integrations. | |
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Plugins/Marketplace Supports third-party extensions or plugins for added functionality. |
No information available | |
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Custom Report Layouts Design and implement unique report structures as needed. |
No information available | |
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White Labeling Full white-label options for client-facing interfaces. |
No information available | |
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Scriptable Automation Allows scripting/automation of repetitive or complex processes. |
No information available | |
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Support for Multiple Currencies Track and report in multiple currencies with conversion tools. |
No information available | |
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User-Defined Triggers Set custom triggers to automate alerts or workflow steps. |
No information available |
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Portfolio Company Portal Portal for company management teams to enter data and receive feedback. |
Design includes tools for portfolio companies to update their information directly. | |
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Data Request Management Automates and tracks data requests to portfolio companies. |
Platform supports automated requests and reminders for company data submission. | |
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Progress Surveys Send customizable surveys to companies to capture qualitative and quantitative updates. |
No information available | |
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Pre-Population of Fields Pre-fills returning surveys with prior data to reduce company workload. |
No information available | |
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Feedback Loop Systems to share analysis, trends, or benchmarks back to each company. |
Analytics and dashboard views can be shared with companies for feedback. | |
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Document Uploads Companies can attach supporting documentation through the platform. |
No information available | |
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Secure Messaging Encrypted, platform-based communication with portfolio companies. |
No information available | |
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Deadline Reminders Automatic deadline reminders sent to company users. |
Deadline reminders for reporting and task completion are included in feature set. | |
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Participation Tracking Tracks participation and response rates across companies. |
No information available | |
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Permissioned Data Sharing Control which data is visible to company teams vs. investors. |
Permission controls for company vs. investor access are standard in the platform. |
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Concurrent User Support Maximum number of users who can be actively logged in simultaneously. |
. | No information available |
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Uptime Guarantee SLA percentage for minimum platform uptime. |
. | No information available |
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Max Portfolio Size Total number of companies the platform can effectively support. |
. | No information available |
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Report Generation Speed Average time to prepare standard portfolio reports. |
. | No information available |
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Query Response Time Average data query (dashboard refresh) response time. |
. | No information available |
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Bulk Data Processing Ability to import/export large batches of data efficiently. |
Processes large numbers of records during imports and updates – described as 'bulk' data enabled. | |
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Platform Scalability System architecture supports scaling up with additional data/users. |
Designed for scaling with growth in portfolio size and number of users. | |
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Cloud Hosting Platform is hosted in a secure and scalable cloud environment. |
Product is a SaaS tool; thus, cloud hosted. | |
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Load Balancing Employs techniques to distribute load for optimal performance. |
No information available | |
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Regular Performance Reviews Provider supports periodic performance monitoring and optimization. |
No information available |
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Dedicated Account Manager A specific person/team for ongoing account support. |
No information available | |
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Onboarding Services Structured onboarding for initial data migration and process setup. |
Onboarding and implementation services are part of sales offering. | |
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Knowledge Base/Documentation Comprehensive and up-to-date support articles and user guides. |
Documentation and knowledge base available for user support. | |
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Live Chat Support Real-time chat support during business hours. |
No information available | |
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24/7 Emergency Support Around-the-clock emergency technical support. |
No information available | |
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Training Programs Structured user training (live sessions, videos, webinars). |
4Degrees offers onboarding and training as part of initial setup. | |
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Community Forums Active online forums for best practices sharing and issue resolution. |
No information available | |
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Feedback & Roadmap Input Channel for users to propose and vote on new feature ideas. |
Vendor highlights the ability to request/vote on new feature ideas. | |
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Implementation Time Typical number of weeks/months to complete initial implementation. |
No information available | |
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Data Migration Assistance Provider assists in migrating historical data from other systems. |
Data migration assistance for onboarding is offered. |
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Transparent Pricing All pricing is published or explained clearly before purchase. |
Pricing is explained before purchase in sales process. | |
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Tiered Subscription Models Pricing options based on number of users, portfolios, or features. |
Multiple plan levels and per-user pricing models are available. | |
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Volume/Portfolio Discounts Discounts available for larger portfolios or multiple funds. |
No information available | |
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Annual/Monthly Billing Options Allows flexibility in billing cycles. |
No information available | |
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No Long-Term Lock-In Option for month-to-month or pay-as-you-go contracts. |
No information available | |
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Free Trial/POC Option to trial the platform before committing. |
No information available | |
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Custom Contract Options Negotiable contract terms (i.e., for migrations, custom integrations, or pilots). |
Sales conversations reference contract term flexibility and custom pilots. | |
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Simple per-User/Company Fees Easy-to-understand fee structures per user, company, or LP. |
Pricing is structured per user/company for most plans. | |
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Implementation Costs Published Any onboarding or setup costs are clearly described. |
No information available | |
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Cancellation Policy Clear, fair policy on contract termination and refunds. |
No information available |
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