Deal pipeline management, LP onboarding, document processing, compliance workflows, portfolio monitoring, capital calls/distributions, reporting dashboard, and CRM for efficient VC operations.
Integrated solutions for managing the venture capital firm's operations, including workflow management, team collaboration, and resource allocation.
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Deal Pipeline Visualization Graphical depiction of deal flow from sourcing through closing and exit. |
Product notes and public website reference robust deal pipeline management with visual tracking. | |
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Customizable Deal Stages Ability to configure and rename stages to match specific VC processes. |
Custom deal stages referred on platform overview for VC process alignment. | |
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Automated Document Collection Automatically gathers all documentation relevant to a deal at each stage. |
Automatic document processing is listed as a capability, implying automated document collection. | |
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Portfolio Company Profiles Centralized and customizable company profiles tracking performance metrics and documents. |
Portfolio monitoring and company records are part of the platform's core VC offering. | |
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Fund Performance Tracking Monitors IRR, DPI, TVPI, and other key fund performance metrics. |
Mentions fund performance analytics and IRR/TVPI/DPI reporting for fund performance tracking. | |
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Valuation Management Tracks and updates portfolio company valuations according to market or internal assessments. |
Portfolio valuations and regular updates for companies are described in the product benefits. | |
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Investment Cap Table Tracking Monitors detailed capitalization tables across deals and funds. |
Cap table monitoring is explicitly noted under deal process/portfolio monitoring. | |
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Multi-Fund Support Handles data and tracks performance metrics for multiple funds. |
Multi-fund management indicated on the website for complex VC structures. | |
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Co-Investment Tracking Allows for tracking and reporting on co-investment deals alongside main fund investments. |
No information available | |
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Lead Tracking System for managing inbound and outbound deal leads. |
CRM and pipeline tools are noted for managing inbound/outbound deal flow. |
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Automated Task Assignment Dynamically assigns tasks based on role, stage, or workload. |
Task assignment and workflow automation are part of the compliance and onboarding workflows. | |
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Custom Workflow Automation Enables creation of bespoke workflows for unique operational needs. |
Custom workflow creation specifically highlighted for VC processes and compliance. | |
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Calendar Integration Synchronizes with major calendar platforms for meetings and deadlines. |
Calendar integration for VC deals/events described in onboarding and meeting management. | |
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Deadline Reminders Automated notifications for approaching tasks and milestones. |
Notifications and reminders for tasks/deadlines are platform standard. | |
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Bulk Task Editing Edit or update multiple tasks simultaneously for efficiency. |
No information available | |
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Gantt Chart Visualization Visual project tracking using Gantt charts. |
No information available | |
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Dependency Tracking Tracks dependencies between tasks and flags bottlenecks. |
No information available | |
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Recurring Task Scheduling Supports scheduled tasks for routine processes. |
No information available | |
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Approval Workflows Multi-level approval processes for expenditures or investment decisions. |
Compliance workflows imply approval routing for capital calls/investments. | |
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Real-time Collaboration Tools Supports multi-user updating, commenting, and notifications in real-time. |
Real-time collaboration and multi-user workflows described in the feature set. |
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Built-In Messaging Enables direct messaging and group discussions within the platform. |
No information available | |
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Integration with Email Clients Synchronizes discussions and tasks with email platforms (e.g., Outlook, Gmail). |
Integration with email (for CRM and workflow notifications) referred in documentation. | |
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Video Conferencing Integration Facilitates online meetings with embedded Zoom or Teams integration. |
No information available | |
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Shared Document Editing Allows real-time collaborative editing of files and presentations. |
No information available | |
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Commenting and Mentions Supports context-based comments and user mentions in documents. |
Comments and mentions present in CRM, pipeline, and document management interfaces. | |
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Notifications and Alerts Real-time notifications for messages, changes, and deadlines. |
The website references notifications/alerts for changes, messages, and deadlines. | |
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Calendar Sharing Team-wide access to shared calendars and schedules. |
No information available | |
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Knowledge Base/Wiki Central repository for institutional knowledge and best practices. |
CRM and internal documentation tools offer central knowledge repository functionality. | |
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Granular Permission Controls Customizable access permissions by document or deal. |
Detailed permissions for LPs, deals, and documents cited in onboarding and compliance sections. | |
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Activity Log/History Logs all user activities and changes for audit trails. |
Audit log/history is explicitly referenced as part of compliance and reporting requirements. |
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Contact Management Centralized contact records with custom fields and relationship mapping. |
Contact and relationship management central to CRM module. | |
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Interaction Tracking Logs meetings, calls, and emails for all key stakeholders. |
Meeting, call, and email tracking described as part of activity and pipeline tracking. | |
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Automated Follow-Ups Systematically schedules and reminds follow-up communications. |
Automated reminders and follow-ups included in CRM and onboarding workflow. | |
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Sender/Recipient Tagging Tags parties in correspondence for easier filtering and analysis. |
No information available | |
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Bulk Email Capability Send group communications to LPs or other stakeholders. |
Bulk communications with LPs and other stakeholders indicated under investor relations. | |
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Deal Flow Analytics Analyzes sources of deals, conversion rates, and relationship insights. |
Deal flow analytics and relationship pipeline analytics present in reporting suite. | |
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Relationship Timeline Chronological view of all interactions with a person or entity. |
CRM module shows complete interaction timeline for any person/entity. | |
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Automated Data Enrichment Augments contact info with data from linked sources (e.g., LinkedIn). |
No information available | |
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Event Management Tracks VC-hosted events, meeting RSVPs, and attendee lists. |
Event/meeting/RSVP tracking part of onboarding and contact management. | |
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Reporting for LP Updates Generates tailored communications and reports for Limited Partners. |
Custom, scheduled LP reports and communication tools mentioned under LP update features. |
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Custom Report Builder Facilitates creation of custom dashboards and reports. |
Dashboard and report builder customization highlighted on the Flow VC Platform website. | |
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Pre-Built Report Templates Includes templates for common VC reports (LP updates, quarterly, annual). |
Pre-built templates for VC/LP reporting listed as a product differentiator. | |
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Data Visualization Tools Graphical representation of performance metrics and trends. |
Visualization/dashboards for fund, deal, and pipeline metrics are part of the platform. | |
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Scheduled Report Distribution Automatically emails or shares reports with stakeholders at set intervals. |
Scheduled reporting and automated distribution (esp. LPs) available to all users. | |
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Export Options Supports data export in various formats (Excel, PDF, CSV). |
Explicitly mentions support for exporting to Excel, PDF, CSV, etc. | |
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Real-Time KPI Tracking Live dashboard for major fund and portfolio metrics. |
Live dashboard tracking, real-time updates listed as product capabilities. | |
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Historical Data Analysis Trends and growth analyses over time for deals/funds. |
Historical analysis for deals/funds referenced in product overviews. | |
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Scenario Analysis Projects outcomes based on hypothetical deal or fund changes. |
No information available | |
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Benchmarking Tools Compares performance against industry standards or custom metrics. |
Benchmarks for fund metrics compared against standards or peer groups. | |
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Drill-Down Analytics Enables users to explore underlying data for each KPI. |
Drill-down from dashboards into underlying deal and fund data shown in interface demos. |
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LP Portal Secure online interface for LPs to view investment information and reports. |
LP portal access to investment records/reports described as a major product function. | |
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Commitment Tracking Tracks LP commitments, capital calls, and distributions. |
Capital call management, commitments, and distribution tools described for LPs. | |
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Automated Capital Call Notices Notifies LPs of capital calls, calculates pro-rata shares. |
Automated capital call notification/distribution generation described. | |
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Distribution Management Handles payments and notifications regarding distributions to LPs. |
Handles and notifies distributions with payment tracking to LPs. | |
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Document Vault Repository for K-1s, investment statements, and other LP documents. |
Document vault for K-1s, statements, and other LP docs is described for LP portal. | |
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Performance Reporting for LPs Custom views and reports tailored to LP requirements. |
Customizable reporting for LPs with tailored data described. | |
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E-signature Integration Allows LPs to execute documents electronically. |
E-signature for investor/LPA docs is mentioned as a feature for onboarding. | |
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Access Control for LPs Customizable access privileges for individual LPs or LP groups. |
Per-LP/group access control highlighted as part of data privacy and LP management. | |
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Individualized Communication Logs Stores history of communications with each LP. |
All communications with LPs stored/associated with individual LP profiles. | |
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Multi-currency Support Tracks commitments and transactions in diverse currencies. |
Multi-currency is specified for global VC/LP transactions and reporting. |
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General Ledger Integration Integrates with GL/accounting software for seamless financial tracking. |
Integrations with accounting platforms for GL sync are noted in technical details. | |
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Automated Reconciliation Matches transactions against bank/investment records automatically. |
Automatic reconciliation for funds/accounts described in product literature. | |
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Expense Tracking Tracks and categorizes all firm-related and fund-related expenses. |
Expense tracking for funds/firms is part of finance operations. | |
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Invoice Management Manages receivables, payables, and invoices for vendors and portfolio companies. |
No information available | |
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Audit Trail Reporting Maintains immutable logs for all financial transactions/actions. |
Immutable audit logs for financial/compliance actions as standard. | |
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Bank Feed Integration Direct feeds from bank accounts for real-time transaction data. |
Direct bank feeds for real-time cash/transaction monitoring described. | |
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Custom Chart of Accounts Flexible configuration of GL accounts to match organizational requirements. |
Ability to create custom chart of accounts listed under financial configuration. | |
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Multi-entity Accounting Handles books for multiple entities/funds in one platform. |
Multi-entity and multi-fund accounting described in product capabilities. | |
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Automated Payments Facilitates batch payment processing to vendors or LPs. |
Automated/batch payments for LP distributions and vendor relations described. | |
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Budgeting & Forecasting Tools Enables creation and monitoring of budgets at various levels. |
Budgeting, forecasting, and scenario modeling features described for fund managers. |
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Role-Based Access Control Granular user permissions based on job roles and groups. |
Role-based access for documents, deals, and workflows is part of compliance. | |
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Data Encryption at Rest/Transit Protects sensitive information using industry-standard encryption. |
Data encryption for stored data and in-transit data cited under technical overview. | |
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Audit Logging Comprehensive tracking of user activity and data access. |
Audit trails and logs for compliance and operational review detailed on site. | |
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Regulatory Reporting Tools Automates processes to meet SEC, AIFMD, and other regulatory requirements. |
SEC/AIFMD and similar regulatory reporting referenced in compliance capabilities. | |
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GDPR/CCPA Compliance Features to manage and demonstrate data privacy compliance for global regulations. |
References to global data privacy (GDPR/CCPA) compliance as a core design goal. | |
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Document Retention Policies Automated enforcement of document retention and deletion cycles. |
Document retention and deletion policies described for compliance. | |
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SSO & 2FA Support Enforces secure login using single sign-on and two-factor authentication. |
SSO and 2FA integration mentioned for secure login. | |
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Password Policy Enforcement Ensures users comply with best-practice password management. |
No information available | |
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Incident Response Logging Tracks and documents security or compliance incidents. |
No information available | |
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Automated Compliance Checks Detects and flags potential breaches of compliance in real time. |
No information available |
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Pre-Built Integrations Ready-made connectors for industry-leading CRMs, ERPs, and accounting systems. |
Integrations with major CRM, accounting, and ERP systems advertised. | |
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REST API Access Comprehensive developer access to all system endpoints. |
REST API access for developer extensibility referenced in support documentation. | |
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Webhooks Event-based notification system for integrating with other apps. |
Custom integration and event-based webhooks described for real-time external sync. | |
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Custom Integration Toolkit Resources and documentation for building custom connectors. |
Toolkit for building custom integrations/connector outlined in resources. | |
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Mobile App Integration Support for iOS/Android companion apps. |
Mobile app for iOS and Android companions referenced in materials. | |
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Data Import/Export Tools Facilitates migration of data into or out of the platform. |
Import/export tools for onboarding and record migration are standard offering. | |
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Scheduling of Data Syncs Configurable frequency for synchronous/asynchronous data updates. |
Configurable sync for integrations described in technical docs. | |
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Single Sign-On (SSO) Integration Central user authentication via existing SSO providers. |
SSO integration as part of enterprise authentication support. | |
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Third-Party Data Feeds Automatic import of market, financial, or news data from third-party providers. |
Third-party data feeds for market/news data mentioned as integration point. | |
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Customizable API Rate Limits Set rate limits for API requests. |
No information available |
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Cloud-Based Storage All data securely stored in a managed, scalable cloud environment. |
Cloud-based storage and managed hosting are standard for Flow; referenced on all documentation. | |
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Bulk Import Tools Efficiently upload historical data and documents in bulk. |
Bulk import tools for onboarding legacy records explicitly referenced. | |
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Data Deduplication Prevents creation of duplicate records upon import or entry. |
No information available | |
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Migration Support Services Technical support for onboarding from legacy systems. |
Migration/onboarding services described as part of the implementation process. | |
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Automated Backups Regular, scheduled backups of all stored information. |
Automated backup scheduling referenced for disaster recovery. | |
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Storage Capacity Total data storage available per account. |
No information available | |
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Version Control Keeps historical versions of documents and data entries. |
Document versioning and history referenced for audit/compliance. | |
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Secure Data Erasure Certifies deletion of sensitive data as per regulatory standards. |
Describes secure erasure for sensitive records (e.g., LP offboarding). | |
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Data Import Validation Checks for integrity, completeness, and format of imported data. |
No information available | |
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Role-Based Data Access for Storage Limits data access based on user function/role. |
Role-based data access for deal rooms, documents, and reporting is described. |
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Customizable Dashboards Users can tailor dashboards to preferred layouts and metrics. |
User-customizable dashboards with drag & drop/reports referenced. | |
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Theme/Brand Customization Adapt look and feel to firm branding guidelines. |
Theme and branding customization for firm/investor portals is described. | |
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Workflow Customization Adapt processes and approvals to firm preferences. |
Workflow customization for onboarding/approval/operations highlighted. | |
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User Training Resources Access to documentation, videos, and onboarding materials. |
User training resources (docs, video, onboarding) are part of the implementation package. | |
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Role-Based Interfaces User experiences tailored to job responsibilities. |
Role-based interfaces referenced in access control and user experience customization. | |
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Multi-Language Support Packages localized for global teams. |
No information available | |
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Performance SLAs Guaranteed minimum performance metrics (e.g., response times). |
No information available | |
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Mobile-Friendly Interface Optimized user experience on smartphones and tablets. |
Mobile web and app experience mentioned; mobile-friendly access referenced. | |
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Accessibility Features Compliance with WCAG ADA accessibility standards. |
No information available | |
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In-App Support On-demand help and live chat for users from within the platform. |
In-app support/chat referenced as available to users. |
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