A platform for management of private market opportunities, including deal sharing between placement agents and investors. Features include data rooms, document management, investment opportunity tracking, and investor engagement analytics.
Platforms connecting startups seeking funding with venture capital firms, providing standardized information formats and initial screening mechanisms.
More Investment Opportunity Marketplaces
More Deal Sourcing and Origination ...
|
Advanced Search & Filters Allows users to search and filter deals by sector, stage, geography, valuation, traction, and other parameters. |
SPS provides advanced search and filtering to match investors with relevant opportunities, based on site and marketing materials. | |
|
Saved Searches Enables users to save customized search criteria for quick access in the future. |
Platform enables users to save custom searches for later use—cited in product demo videos. | |
|
Automated Deal Alerts Platform notifies users automatically when new deals matching specified criteria are listed. |
Automated deal alerts (email notifications) are standard in SPS per feature descriptions. | |
|
Deal Tagging Ability to tag and categorize deals for efficient organization and retrieval. |
Deal tagging for organization is referenced as a fund manager tool for classifying opportunities. | |
|
AI-Driven Recommendations Uses AI or machine learning to suggest relevant deals based on user behavior or preferences. |
No information available | |
|
Keyword Search Full-text search capability within deal descriptions, team bios, etc. |
SPS supports keyword search in all uploaded and indexed documents and deal listings. | |
|
Saved Favorites Allows users to bookmark or favorite deals for future review or collaboration. |
Saved favorites/bookmarks are available as 'favorites' for investors reviewing deals. | |
|
Watchlists Users can track select deals/companies and receive updates on activity. |
Watchlists functionality is explicitly mentioned for tracking opportunities. | |
|
Collaborative Search Spaces Allows teams or syndicates to search, share, and discuss deals collaboratively. |
Collaboration between agents and investors is enabled via shared search spaces and deal workspaces. | |
|
Map-Based Discovery Displays deals geographically for location-driven discovery. |
No information available | |
|
Filter by Syndicate/Lead Investor Find deals sponsored or led by particular funds, angels, or syndicates. |
No information available | |
|
Deal Trending Indicators Shows deals with rising interest or activity among other users. |
No information available | |
|
Number of Filters Total number of selectable filters to refine and tailor searches. |
No information available |
|
Standard Deal Templates Deals presented using standardized information templates (e.g., team, traction, business model). |
Standard deal templates used to ensure uniformity across different opportunities. | |
|
Automated Data Validation System checks and flags inconsistent, missing, or invalid data entries automatically. |
Automated data validation/process management to check completeness of submitted information is referenced in API documentation. | |
|
Document Upload & Management Ability to upload and store key documents (pitch decks, financials) in standard formats. |
Document upload and management (data rooms, document management) are core SPS features. | |
|
Integrated e-Signatures Digital signature integration for NDAs or term sheets. |
e-Signature support present for NDA/term sheets and subscription docs, per product information. | |
|
Structured Q&A Template-driven Q&A sections with standardized topics for founders/VCs. |
No information available | |
|
API Data Feeds Supports real-time data feeds for company data, cap tables, or KPIs. |
API data feeds are standard for integration with external fund/investor systems. | |
|
Third-Party Data Enrichment Integrates with external data providers to enhance or verify company data. |
No information available | |
|
Audit Trail Maintains logs of data changes and accesses for compliance and transparency. |
Full audit trail of deal/document activity available for compliance. | |
|
Founder/Company Profiles Rich, structured profiles with bios, LinkedIn, and references. |
Founder/company profiles are included as part of deal listings. | |
|
Traction Metrics Standardization Revenue, users, and growth metrics are reported using uniform definitions and intervals. |
No information available | |
|
Team & Advisor Verification Ability to verify team identities and credentials (e.g., via LinkedIn, Clearbit). |
No information available | |
|
Field Completeness Indicator Shows what % of required fields are completed for each deal. |
undefined Deal completeness indicators are often present in deal room management platforms (referenced as warning for incomplete deals). |
|
Automated Deal Scoring System generates suitability scores for each deal using defined criteria (e.g., fit, traction, team). |
No information available | |
|
Customizable Scoring Models Investors can tweak the weighting of deal attributes to suit thesis. |
No information available | |
|
Human/AI Hybrid Screening Supports both automated and manual screening workflows. |
No information available | |
|
Multi-Stage Screening Workflow Ability to assign deals to multiple screening stages (e.g., initial review, deep dive). |
Multi-stage screening workflows supported; deals tracked through custom stages ('New', 'Under Review', 'Live', etc.). | |
|
Red Flag Detection Highlights concerns such as missing data, adverse events, or conflicts. |
No information available | |
|
Screening Custom Checklists Investors can set checklists or qualifying questions per deal stage. |
No information available | |
|
Automated Background Checks Background and reference checks can be run via third party integrations. |
No information available | |
|
Ranking & Prioritization Dashboard Visual dashboards for managing deal flow by score, priority, or stage. |
Ranking/prioritization dashboards are visible in platform demos for managing active opportunities. | |
|
Screening Turnaround Time Average time taken for initial deal screening. |
No information available | |
|
False Positive/Negative Rate Assesses screening efficacy by tracking incorrectly flagged deals. |
No information available |
|
Deal Sharing Ability to share deals securely with colleagues, partners, or LPs. |
Deal sharing is a central SPS use case (secure sharing with selected investors and agents). | |
|
Permissioned Access Controls Granular permissions for who can view, edit, or comment on deals. |
Permissioned access controls allow differentiation between agent, investor, and admin roles. | |
|
Real-Time Messaging & Comments Threaded conversations on deals among team members or external collaborators. |
Deal pages support internal comments and Q&A among team members; product screen captures confirm. | |
|
Deal Rooms Virtual rooms for each deal to centralize documents, discussions, and tasks. |
Deal rooms are a core advertised feature for centralized management. | |
|
Task Assignment & Tracking Assign, track, and manage tasks related to specific deals. |
Task assignment for diligence/checklists is included as a workflow enhancement. | |
|
Calendar Integration Syncs deal milestones, meetings, and deadlines to calendars. |
Product supports calendar integration for both investor roadshows and key deal dates. | |
|
Approval Workflows Multi-level approval mechanisms for progressing deals. |
Approval workflows are standard for progressing deals, as shown in onboarding guides. | |
|
Group Voting Allows team voting on progression or rejection of opportunities. |
No information available | |
|
Deal Timeline Visualization Visual representation of deal progress and key events. |
Deal/timeline visualization exists for all opportunities, as shown in product images. | |
|
Number of Collaborators per Deal Maximum number of collaborators allowed per deal. |
No information available |
|
Due Diligence Checklists Pre-configured and customizable checklists for different deal types and stages. |
No information available | |
|
Document Request & Management Automates requests for due diligence documents and organizes received files. |
Automated document request and management is a core data room feature of SPS. | |
|
Data Room Integration Integration with secure data rooms for sensitive documents. |
Data room/document room integration is a primary capability. | |
|
Integration with External Diligence Tools Connectivity to background, legal, or technical analysis services. |
Integration with background check and KYC utilities is offered for compliance. | |
|
Customizable Reporting Templates Provides templates for investment memos and diligence reports. |
Customizable reporting templates (deal sheets, memos, analytics) are part of investor reporting. | |
|
Red Flag Reporting Automated and manual reporting of identified diligence issues. |
No information available | |
|
Automated Reference Checks Requests and tracks founder and customer/reference checks through integrated tools. |
Automated reference check requests referenced in fund onboarding flows. | |
|
Track Diligence Progress Visual dashboards showing completeness and outstanding items. |
SPS has dashboards showing deal/diligence progress. | |
|
External Advisor Access Enables external experts to participate securely in diligence. |
External advisor access is supported via permissioned invites to diligence rooms. | |
|
Time to Complete Diligence Tracks average/expected time to complete diligence per deal. |
No information available |
|
CRM Integration Connects with leading CRM systems (Salesforce, Hubspot, Affinity) for data flow. |
CRM integration (Salesforce, HubSpot) is advertised for data exchange. | |
|
API Access Provides robust APIs for data extraction, deal flow sync, or workflow automation. |
APIs are available for data extraction and workflow automation (API docs public). | |
|
Calendar Integration Synchronizes with Google, Outlook, or other calendar apps. |
Calendar integration is mentioned as core workflow. | |
|
Email Integration Links with email systems for deal notifications, communication, and updates. |
No information available | |
|
Slack/Messaging Integrations Ability to post deal updates directly to Slack or similar tools. |
No information available | |
|
Document Storage Integration Connects to Box, Dropbox, Google Drive, etc. for document handling. |
Integration with Google Drive/Dropbox for shared files confirmed in onboarding support material. | |
|
Analytics & BI Tool Integration Integration with Tableau, Power BI, or similar for custom analytics. |
No information available | |
|
Syndicate/LP Portal Integration Lets syndicates or LPs access and review deal flow externally. |
No information available | |
|
Third-Party KYC/AML Integration Links with compliance solutions for background verification. |
Third-party KYC/AML tools (ID verification, AML scans) are available through partners. | |
|
Number of Supported Integrations Count of native, out-of-the-box software integrations. |
No information available |
|
Responsive Web Design Optimized and consistent experience on all device types. |
Responsive web design—functionality on mobiles/tablets is specifically noted. | |
|
Native Mobile App Availability of full-featured iOS/Android apps. |
No information available | |
|
Multi-Language Support User interface supports localization into multiple languages. |
No information available | |
|
Accessibility Standards Compliance Follows WCAG/ADA accessibility best practices (screen reader, keyboard nav, etc.). |
No information available | |
|
User Onboarding Tools Guided tours, training modules, and knowledge base. |
Onboarding tools (help guides, in-app tutorials) are referenced in support documentation. | |
|
Customizable Dashboards Users can configure dashboard views to match their workflow. |
Users can customize dashboard widgets and views to some extent. | |
|
Notifications & Alerts Customizable, real-time notifications on key events or changes. |
Customizable notifications/alerts for deal and diligence events available through platform settings. | |
|
User Roles & Profiles Multiple user types each with tailored permissions and views. |
Role-based user profiles are configurable in admin settings. | |
|
Average Page Load Time Speed at which main dashboard or deal pages load. |
No information available | |
|
Number of Supported Languages Total different languages available in the user interface. |
No information available |
|
Data Encryption at Rest & in Transit Sensitive data is encrypted both in storage and when transmitted. |
Platform encrypts data both in transit (TLS) and at rest (AES-256)—privacy policy and FAQ. | |
|
Multi-Factor Authentication Supports 2FA/MFA for user logins. |
2FA/MFA is supported for user logins—setup shown in user admin documentation. | |
|
Role-Based Access Controls Define access rights at granular (field/record) level. |
Granular role-based access controls are enabled through admin console. | |
|
SOC2/ISO Certification Provider is certified for industry standard security compliance. |
No information available | |
|
Data Residency Options Ability to choose country/territory for data storage to meet local laws. |
No information available | |
|
Regular Penetration Testing Undergoes periodic penetration tests and provides results. |
No information available | |
|
Audit Logging Comprehensive audit logs of user actions available. |
Audit logs (user actions and access to confidential information) available for compliance purposes. | |
|
GDPR & CCPA Compliance Tools Tools for subject data access, deletion, and notification. |
Privacy policy mentions compliance with GDPR/CCPA for user data and subject access. | |
|
DDoS Protection Built-in mechanisms to protect against attack attempts. |
No information available | |
|
Incident Response Time Provider's SLA on detecting and responding to security incidents. |
No information available |
|
Deal Flow Metrics Tracks sourced, reviewed, and invested deals over time. |
Analytics dashboards report on sourced, reviewed, and closed deals. | |
|
Custom Reports Builder Users can construct custom dashboards and reports. |
Users can build custom reports and dashboards. | |
|
Export Options Reports and data can be exported in various formats. |
Export options (CSV, PDF) for core analytics and deal data available. | |
|
Conversion Funnel Visualization Shows stage-by-stage deal progression and conversion rates. |
No information available | |
|
Portfolio Analytics High-level tracking of portfolio composition and performance. |
Portfolio analytics, post-investment tracking mentioned in investor support content. | |
|
Time on Market Metrics Track days from deal listing to closure. |
No information available | |
|
Benchmark Data Comparison Compares deal or portfolio metrics to industry benchmarks. |
No information available | |
|
Number of Pre-Built Reports Total pre-configured report templates available. |
No information available | |
|
Report Generation Time Average time taken to generate a standard report. |
No information available | |
|
Custom Field Support Ability to add and analyze user-defined custom fields. |
Custom field support for flexible data tracking described in product changelog. |
|
Number of Active Deals How many open deals are currently listed at any time. |
No information available | |
|
Startup Diversity Coverage of industries, geographies, stages, and demographics. |
Supports a wide diversity of fund types, industries, geographies, and investor profiles (deal type filters and deal diversity called out). | |
|
Investor Network Size Number of verified VC/investor users on the platform. |
No information available | |
|
Vetted Advisors & Experts On-platform access to trusted diligence or operating partners. |
Vetted advisors/experts are available for deal-specific diligence (invite-only access specified in documentation). | |
|
Event Hosting & Networking Host and discover virtual or in-person pitch events and webinars. |
Virtual and physical event hosting is supported for investor webinars and deal launches. | |
|
Marketplace Liquidity Typical time for deals to attract leads or engagement. |
No information available | |
|
Syndicate/Angel Investor Participation Ability for syndicates or angels to proactively lead or participate. |
Syndicate/angel investor participation supported—platform tracks and enables group activity. | |
|
Cross-Border Deal Support Platform supports international deals and legal/compliance needs. |
Handles cross-border investment deals and compliance needs; referenced as a differentiator on marketing materials. | |
|
Alumni or Portfolio Management Ongoing tracking and engagement with past deals/investments. |
Portfolio/alumni management tracked post-investment on platform. | |
|
Ecosystem Partner Integrations Native integration with law firms, banks, service providers, etc. |
Ecosystem partner integrations (banks, legal, KYC, etc.) are highlighted as supported. |
|
Transparent Pricing Clear, published pricing tiers with no hidden fees. |
Transparent pricing is published on request or via demo materials, with no hidden charges. | |
|
Free Trial/Proof of Concept Ability to evaluate platform with a trial or pilot phase. |
Platform offers free pilots/proof of concept—'Book a Demo / Try Now' prompts confirm. | |
|
Tiered Service Levels Multiple pricing/service tiers to fit different user types and budgets. |
Tiered service levels for different client segments described on pricing literature. | |
|
Custom Enterprise Plans Supports tailored pricing and SLA for large organizations. |
Custom enterprise plans are available for large clients, per sales collateral. | |
|
Dedicated Account Manager Personal customer success contacts for high-value users. |
Dedicated account manager or named support contact provided to premium clients. | |
|
24/7 Technical Support Round-the-clock access to technical help. |
24/7 technical support is available for critical incidents (see customer SLA). | |
|
Knowledge Base & Help Center Comprehensive online resources for self-service. |
Knowledge base/help center with platform documentation exists. | |
|
Platform Uptime SLA Guaranteed system availability as a percent of time. |
undefined Platform uptime SLA for enterprise plans offered in contracts and support FAQ. |
|
|
Average Support Response Time Typical time to first response from support. |
No information available | |
|
Training & Onboarding Services Offers training sessions or onboarding support for new users. |
Training/onboarding services (including guided setup) are provided for new customers. |
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.