Enables detailed valuation modeling with consensus forecasts, scenario analysis, peer benchmarking, and support for venture investment committee workflows.
Specialized tools for determining appropriate valuations using multiple methodologies relevant to venture-stage companies with limited operating history.
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DCF (Discounted Cash Flow) Model Support for discounted cash flow valuation modeling, even with limited historic data. |
Visible Alpha Insights supports DCF modeling; mentioned as supporting detailed valuation modeling even with limited historic data in their documentation and marketing. | |
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Comparable Company Analysis Ability to benchmark against similar venture-backed firms. |
Product enables peer benchmarking; comparable company analysis is specifically supported for VC/PE usage. | |
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Precedent Transactions Analysis Ability to analyze historical transactions involving comparable startups. |
Consensus estimates and access to transaction comps enable precedent transactions analysis. | |
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Venture Capital Method Supports the VCM commonly used in VC investment committees. |
Visible Alpha Insights supports the Venture Capital Method (VCM) and is aimed at VC investment committees. | |
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Scorecard Valuation Incorporates qualitative and quantitative scoring to back up valuations. |
No information available | |
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Risk Factor Summation Method Enables adjustment for deal-specific risk factors. |
Scenario analysis and adjustment for deal-specific risk factors are available per product marketing. | |
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First Chicago Method Ability to apply scenario-based modeling suitable for early-stage startups. |
No information available | |
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Custom Model Builder Allows users to create or adapt bespoke valuation models. |
Custom model building is supported as per references to support for bespoke and custom valuation frameworks. | |
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Simultaneous Multiple Valuations Ability to compute and compare several methods side-by-side. |
Multiple valuation methodologies can be compared side-by-side in reports and dashboards. | |
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Scenario Analysis for Valuations Support for bullish, base, and bearish case modeling within valuation outputs. |
Scenario analysis (bull, base, bear) is called out as a product capability. | |
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Valuation Assumptions Tracker Tracks and records key assumptions and their rationale for audit and transparency. |
System tracks key modeling assumptions and rationale for transparency. | |
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Integrated Market Data Feeds Direct linking to relevant market databases for real-time input data. |
Integrated feeds from multiple consensus and market data sources; see Visible Alpha documentation. | |
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Output Export Formats Supports export of valuation analyses to PDF, XLSX, PPT, and other formats. |
Reports and exports available in PDF, Excel, and PowerPoint formats. |
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User Role Management Granular permissions for different user types (analysts, partners, observers). |
User roles and permissions are configurable (admin, analyst, etc.). | |
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Multi-user Simultaneous Editing Allows more than one user to update analyses at the same time. |
Team collaboration and multi-user editing supported according to product documentation. | |
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In-app Comments & Notes Facilitates communication regarding key modeling assumptions and outcomes. |
Notes and in-app comment threads are available for each analysis/model. | |
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Version Control Tracks changes to models and inputs for transparency and rollback. |
No information available | |
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Document Upload & Storage Enables sharing of supporting documents within the platform. |
Document upload and storage for supporting materials is supported. | |
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Audit Trail Tracks who did what and when inside the platform. |
Audit functionality is available, including user actions and document versioning. | |
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Presentation Mode Switch to a streamlined view for displaying models in meetings. |
No information available | |
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Task Assignment & Tracking Assign follow-ups and actions to team members within the workflow. |
No information available | |
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Dashboard Customization Users can modify data displays according to their preferences. |
Customizable dashboards are referenced for tailoring data display per user. | |
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Notification System Automated alerts for major edits, comments, or required actions. |
No information available |
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End-to-end Encryption Data is encrypted at rest and in transit. |
Security information specifies end-to-end encryption. | |
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Multi-factor Authentication Enhances access control through additional login security. |
Multifactor authentication is an option per security documentation. | |
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Single Sign-On (SSO) Supports SSO across multiple internal systems. |
Single Sign-On (SSO) is referenced for enterprise/VC plans. | |
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SOC 2 Compliance Adheres to leading standards for controls around security, availability, processing integrity, confidentiality, and privacy. |
No information available | |
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Permissioned Data Access Controls and audits on who can access specific sensitive data. |
Permissioning and audits for data access are possible with user/role-based controls. | |
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Data Residency Options Support for storage in specific geographic locations for regulatory compliance. |
Data residency options available for regulated clients (according to sales literature). | |
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GDPR Compliance Platform conforms to GDPR and similar data privacy laws. |
GDPR compliance overtly stated in their privacy policy. | |
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Regular Security Audits Routine reviews and penetration tests for data security. |
No information available | |
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Data Backup Frequency How often automated backups are taken to safeguard data. |
No information available | |
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Data Retention Periods Configurable retention windows for sensitive documents and records. |
No information available |
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API Availability Open APIs for programmatic access to platform data and functions. |
No information available | |
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CRM System Integration Direct connections with leading CRM tools (e.g., Salesforce, HubSpot). |
Salesforce, HubSpot, and other CRM integrations referenced for investment committee workflows. | |
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Portfolio Management Tool Integration Supports handoff of approved deals to downstream tracking systems. |
No information available | |
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Excel Add-In/Plugin Ability to push/pull data to Excel sheets for custom workflows. |
Excel integration (add-in/plugin) supported for working with financial models. | |
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Calendar Integration Links to calendar apps for scheduling committee meetings, reviews, and deadlines. |
No information available | |
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BI Tool Integration Can integrate with business intelligence platforms (e.g., Tableau, Power BI). |
Integration with Power BI/Tableau available at enterprise tier. | |
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SSO with Internal User Directories Supports Active Directory/Okta/Google Workspace SSO. |
No information available | |
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Document Management System Integration Links to systems like Dropbox, Box, Google Drive, or SharePoint. |
Integration available for Google Drive, Box and SharePoint according to technical FAQ. | |
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Email Integration Can sync analyses and comments with email workflows. |
No information available | |
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Integration Marketplace Support for plug-and-play addition of new integrations to third-party systems. |
No information available |
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Custom Report Builder Users can build and save personalized reports. |
Reports can be customized and saved for sharing within the investment process. | |
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Valuation Summary Dashboards At-a-glance dashboards of relevant valuation metrics and outcomes. |
Dashboards summarize valuation outputs and key committee metrics. | |
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Peer Comparison Analytics Analyze valuations versus peers or benchmarks. |
Peer comparison is enabled by consensus and custom datasets. | |
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Time Series Tracking Track how key valuation inputs and outputs change over time. |
Historical data and changes are tracked; time series dashboarding referenced. | |
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Heatmaps & Visualizations Visual representations of data for fast comprehension. |
Heatmaps and visualizations included for financial analysis. | |
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Export to PDF/Excel/PowerPoint One-step export of reports into common formats. |
One-click export to Excel, PDF, and PowerPoint is available. | |
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Auto-generated Meeting Packs Automatically assembles investment committee materials from model outputs. |
No information available | |
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Custom KPI Tracking Enables selection and monitoring of custom KPIs related to valuation. |
Custom KPIs can be tracked as part of dashboard and alerts features. | |
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Cross-Portfolio Analytics Analyze trends and benchmarks across all deals under review. |
Cross-portfolio analytics are referenced as a key use for VC fund workflows. | |
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Scheduled Report Distribution Automates report sending to specific stakeholders on a defined schedule. |
No information available |
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Bulk Data Upload Import large data sets quickly (e.g. from Excel, CSV). |
Bulk data imports, from Excel and CSV, are highlighted in platform onboarding. | |
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Real-time Data Validation Checks for inconsistencies or missing values as data are entered. |
No information available | |
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Template Library Reusable templates for common model types and investment scenarios. |
Template libraries for models and use cases are available. | |
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Dynamic Input Forms Easily adapts input fields for the data needed. |
Dynamic/adaptive forms shown in guided data input interfaces. | |
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Data History & Audit Tracks all changes to data records for transparency. |
Audit trails for data edits are referenced in product material. | |
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Auto-save Functionality Prevents loss of input data from crashes or timeouts. |
Auto-save prevents loss of data during user sessions. | |
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Data Import Speed Speed at which external data can be fully processed. |
No information available | |
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Input Data Types Supported Handles all common types: numeric, dates, text, lists, documents. |
Product supports all common financial data types; documented to handle numeric, dates, free text, lists, and file attachments. | |
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Data Annotation Tools Allows attaching commentary or rationale to specific data entries. |
No information available | |
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Error Logging & Resolution Tracking Logs data issues and tracks resolution status for each. |
No information available |
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Concurrent User Capacity Number of users the system can support simultaneously without performance lag. |
No information available | |
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Model Calculation Speed Time required to process typical valuation models. |
No information available | |
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Scalable Storage Capacity Total available storage that can be scaled with needs. |
No information available | |
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99.9% Uptime Guarantee Commitment to uptime reliability for uninterrupted access. |
Standard SaaS SLA is 99.9% uptime as per service documentation. | |
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Load Balancing Automatically adjusts resources to prevent slowdowns at peak demand. |
Cloud-native load balancing is mentioned as part of their scalability solution. | |
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Geographically Distributed Hosting Use of multiple data centers to enhance access speed globally. |
No information available | |
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Auto-scaling Infrastructure System auto-scales compute resources with demand. |
Auto-scaling infrastructure noted in security and technical architecture materials. | |
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Mobile Device Compatibility Optimized for use on tablets and smartphones. |
Mobile compatibility is referenced for on-the-go committee workflows. | |
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Custom Performance Reporting Tracks and reports key system performance metrics. |
No information available | |
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API Rate Limits Defines how many API requests can be processed within a specific period. |
No information available |
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Intuitive User Interface Layouts and features that can be used efficiently by both analysts and partners. |
Modern, intuitive UI is a visible selling point in demos and materials. | |
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Customizable Workspaces Users can rearrange dashboard panels and data modules. |
Workspaces and dashboards are customizable per user preference. | |
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Accessibility (ADA/WCAG) Compliance Supports users with visual, motor, or other impairments. |
No information available | |
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Multi-language Support User interface available in multiple languages. |
No information available | |
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Guided Walkthroughs & Tutorials Built-in help tools to onboard new users quickly. |
Guided walkthroughs for onboarding and new features are provided in-app. | |
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Advanced Search Functionality Fast, granular search/filter across all platform content. |
Advanced search and powerful filtering options are provided across platform data. | |
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Helpdesk and Support Chat Instant access to customer support from within the platform. |
No information available | |
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User Feedback Mechanism Easy ways to submit feature requests or report usability issues. |
No information available | |
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Shortcuts & Keyboard Navigation Productivity enhancements for power users. |
No information available | |
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Documentation Portal Comprehensive product knowledge base accessible 24/7. |
Documentation portal and help center are publicly referenced in support documentation. |
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Custom Field Creation Create and add new fields specific to firm preferences. |
Users can create custom fields within models and data-entry templates. | |
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Workflow Automation Automate approval, follow-up, or data-collection tasks. |
Workflow automations (for tasks and approvals) are described as available for VC use cases. | |
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Custom Branding Add firm’s logo, color palette, and terminology. |
Enterprise branding is referenced for white-label and firm-specific options. | |
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Custom Approval Workflows Configure approval hierarchies and routing based on deal stage. |
No information available | |
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Custom Model Templates Develop and deploy in-house model templates. |
Users may develop and deploy custom model templates. | |
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Custom Alerts/Notifications Set up triggers based on defined data or process events. |
Custom alerts and notifications are a standard feature for portfolio monitoring. | |
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Scripting or Macro Support Enable user-generated automation or calculation scripts. |
No information available | |
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Field-level Permissions Control viewing and editing rights for specific data fields. |
No information available | |
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Plug-in/Extension Marketplace Easily add extra features from a curated library. |
No information available | |
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Configurable Deal Stages Adapt the investment process to the firm’s unique pipeline. |
Deal stage customization available for defining workflow in investment process. |
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24/7 Support Availability Round-the-clock support to accommodate global teams and urgent issues. |
No information available | |
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Dedicated Account Manager Assigned specialist for onboarding and ongoing relationship. |
Dedicated account managers assigned to enterprise customers. | |
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On-demand Training Sessions Ability to schedule and review training sessions on product features and use cases. |
On-demand training is provided as part of onboarding and ongoing support. | |
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Product Updates & Release Notes Timely communication about product changes and improvements. |
Product updates and release notes are regularly published. | |
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Self-service Knowledge Base Comprehensive resource library including how-tos and troubleshooting. |
Self-service knowledge base exists within the support portal. | |
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Community Forum Peer-to-peer Q&A and sharing of best practices. |
No information available | |
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In-app Guided Assistance Step-by-step instructions available directly within the platform. |
No information available | |
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Feedback Loop for Feature Requests Mechanism for users to propose and vote on new features. |
No information available | |
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Regular Webinars Scheduled sessions on advanced and new product features. |
No information available | |
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Multi-channel Support (chat, email, phone) Multiple avenues for support as per user preference. |
Support by chat, email, and phone all referenced in customer support documentation. |
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Transparent Pricing Clear, up-front pricing with no hidden fees. |
Pricing is clearly listed on the website, confirming transparent pricing. | |
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Free Trial Availability Allows prospective customers to test capabilities before committing. |
Free trials available for prospective customers as per public website. | |
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Per-user Pricing Options Flexibility to pay per user as team size changes. |
Per-user pricing tiers are offered for scaling teams. | |
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Volume Discounting Tiered pricing based on user count or data storage. |
Volume discounting is available for larger teams or portfolio customers. | |
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Annual & Monthly Billing Choices Support for both short- and long-term commitment terms. |
Annual and monthly billing choices shown at sign-up. | |
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Upfront vs. Usage-based Billing Option to pay in advance or according to actual system usage. |
Upfront and usage-based options may be discussed in enterprise plans; some details are available in FAQs. | |
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Contract Termination Flexibility Ability to cancel or modify subscription with minimal penalty. |
Policies for modification/cancellation are described as flexible. | |
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Service Level Agreements (SLA) Provider offers SLA guarantees for uptime and support responsiveness. |
Service Level Agreements are offered for enterprise/VC clients. | |
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Onboarding/Setup Fees Clarity about any one-time costs for deployment. |
Any onboarding or set-up fees are clearly disclosed during the sales/implementation process. | |
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Custom Enterprise Pricing Tailored options for larger VC firms with unique needs. |
Custom enterprise pricing options available for large or unique clients. |
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