End-to-end capital raising platform that streamlines investor onboarding, subscription document processing, payment collection, and compliance management. Includes investor analytics, CRM functionality, and integrations with banking partners.
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. |
DealMaker provides advanced search and filtering for deals by sector, geography, etc. per its marketplace & analytics focus. | |
|
Saved Searches Enables users to save customized search criteria for quick access in the future. |
The platform supports saved and repeatable deal searches for users as part of investor CRM and analytics. | |
|
Automated Deal Alerts Platform notifies users automatically when new deals matching specified criteria are listed. |
Automated deal alerts are a standard function in issuer/investor platforms like DealMaker for new offering notification. | |
|
Deal Tagging Ability to tag and categorize deals for efficient organization and retrieval. |
No information available | |
|
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. |
Keyword search for deal documents and investor data is standard for issuer/marketplace offerings on DealMaker. | |
|
Saved Favorites Allows users to bookmark or favorite deals for future review or collaboration. |
DealMaker allows saving/favoriting deals for investor follow-up and tracking. | |
|
Watchlists Users can track select deals/companies and receive updates on activity. |
Watchlists and follow functions for deals are referenced in DealMaker documentation for ongoing investor engagement. | |
|
Collaborative Search Spaces Allows teams or syndicates to search, share, and discuss deals collaboratively. |
DealMaker supports team collaboration and shared deal evaluation, meeting the collaborative search spaces requirement. | |
|
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. |
Filtering by syndicate/lead investor is part of deal flow and syndicate management in DealMaker. | |
|
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). |
Deal presentations in DealMaker use standardized templates for regulatory and investor information. | |
|
Automated Data Validation System checks and flags inconsistent, missing, or invalid data entries automatically. |
Automated validation of subscription/document data for compliance is a core of DealMaker's workflow. | |
|
Document Upload & Management Ability to upload and store key documents (pitch decks, financials) in standard formats. |
Document management and uploading is central to subscription/investment processing in DealMaker. | |
|
Integrated e-Signatures Digital signature integration for NDAs or term sheets. |
e-Signature workflows for investor documents and NDAs are a standard part of DealMaker's features. | |
|
Structured Q&A Template-driven Q&A sections with standardized topics for founders/VCs. |
Q&A and templated information requests are part of investor onboarding flows in DealMaker. | |
|
API Data Feeds Supports real-time data feeds for company data, cap tables, or KPIs. |
It supports API data feeds for KPIs and cap tables per its integrations offering. | |
|
Third-Party Data Enrichment Integrates with external data providers to enhance or verify company data. |
DealMaker integrates with banking, KYC, and data providers for enrichment/verification. | |
|
Audit Trail Maintains logs of data changes and accesses for compliance and transparency. |
Audit trails are referenced in platform's compliance and logging documentation. | |
|
Founder/Company Profiles Rich, structured profiles with bios, LinkedIn, and references. |
Structured founder/company profiles are present in offering creation and investor materials. | |
|
Traction Metrics Standardization Revenue, users, and growth metrics are reported using uniform definitions and intervals. |
The platform requires and displays standardized financial/traction metric entry for regulatory filings. | |
|
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. |
No information available |
|
Automated Deal Scoring System generates suitability scores for each deal using defined criteria (e.g., fit, traction, team). |
Automated deal scoring is included within investor analytics modules. | |
|
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. |
Mix of human and automated screening in onboarding, KYC, and compliance per product documentation. | |
|
Multi-Stage Screening Workflow Ability to assign deals to multiple screening stages (e.g., initial review, deep dive). |
Deals move through defined workflow stages such as onboarding, KYC, closing, etc. | |
|
Red Flag Detection Highlights concerns such as missing data, adverse events, or conflicts. |
Red flag detection for document or data issues is part of regulatory compliance and alerts. | |
|
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. |
Background/KYC checks are available through integrated partners in the workflow. | |
|
Ranking & Prioritization Dashboard Visual dashboards for managing deal flow by score, priority, or stage. |
Investor and deal dashboards provide ranking and status views. | |
|
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. |
Deals can be securely shared with invited investors, partners, or team via permissions. | |
|
Permissioned Access Controls Granular permissions for who can view, edit, or comment on deals. |
Granular access control and permissioning is a core security/practice in DealMaker. | |
|
Real-Time Messaging & Comments Threaded conversations on deals among team members or external collaborators. |
Threaded comments and multi-user interaction on deal rooms/support docs are present. | |
|
Deal Rooms Virtual rooms for each deal to centralize documents, discussions, and tasks. |
Virtual deal rooms for each fundraising round are a core part of the platform's workflow. | |
|
Task Assignment & Tracking Assign, track, and manage tasks related to specific deals. |
Task assignment and tracking appears as part of the CRM and workflow monitoring in DealMaker. | |
|
Calendar Integration Syncs deal milestones, meetings, and deadlines to calendars. |
Calendar integration for milestone management and investor closing is supported. | |
|
Approval Workflows Multi-level approval mechanisms for progressing deals. |
Multi-step approval is supported for progressing investments through stages. | |
|
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. |
Timeline visualization and progress tracking included in deal/issuer dashboards. | |
|
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. |
Due diligence checklist templates are a standard tool in investment/fundraising management. | |
|
Document Request & Management Automates requests for due diligence documents and organizes received files. |
Automated due diligence document requests and management provided by system. | |
|
Data Room Integration Integration with secure data rooms for sensitive documents. |
Data room/document vault integration available for secure document management. | |
|
Integration with External Diligence Tools Connectivity to background, legal, or technical analysis services. |
Integration with legal, banking, compliance and technical due diligence services part of platform. | |
|
Customizable Reporting Templates Provides templates for investment memos and diligence reports. |
Customizable memo/reporting templates available for compliance and communication. | |
|
Red Flag Reporting Automated and manual reporting of identified diligence issues. |
Automated/manual issue reporting and red flags for diligence included in workflows. | |
|
Automated Reference Checks Requests and tracks founder and customer/reference checks through integrated tools. |
Automated reference check, outreach, and tracking available via external integrations. | |
|
Track Diligence Progress Visual dashboards showing completeness and outstanding items. |
Progress dashboards for diligence completion are included in analytics/issuer dashboard. | |
|
External Advisor Access Enables external experts to participate securely in diligence. |
No information available | |
|
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. |
Integration with Salesforce, Hubspot and other CRMs is documented. | |
|
API Access Provides robust APIs for data extraction, deal flow sync, or workflow automation. |
Robust API access for deal data/workflow is part of the technical documentation. | |
|
Calendar Integration Synchronizes with Google, Outlook, or other calendar apps. |
Calendar integrations for meetings and closings are directly offered. | |
|
Email Integration Links with email systems for deal notifications, communication, and updates. |
Email communication, notifications and integration present in user onboarding/support. | |
|
Slack/Messaging Integrations Ability to post deal updates directly to Slack or similar tools. |
Updates to Slack and similar tools supported via integration. | |
|
Document Storage Integration Connects to Box, Dropbox, Google Drive, etc. for document handling. |
Google Drive and similar cloud doc storage support is stated in integration docs. | |
|
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. |
KYC/AML integrations for onboarding/compliance are named as core features. | |
|
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. |
Platform is web based and mobile-optimized per marketing site. | |
|
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. |
User onboarding/tours/help center described in support materials. | |
|
Customizable Dashboards Users can configure dashboard views to match their workflow. |
Dashboards customizable by the user to match workflow/role. | |
|
Notifications & Alerts Customizable, real-time notifications on key events or changes. |
Key alerts and notifications are configurable. | |
|
User Roles & Profiles Multiple user types each with tailored permissions and views. |
Role-based views and permission profiles included (issuer, investor, etc.). | |
|
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. |
Data is encrypted at rest and in transit per security section of platform documentation. | |
|
Multi-Factor Authentication Supports 2FA/MFA for user logins. |
Multi-factor (2FA) authentication is standard for all investor/issuer accounts. | |
|
Role-Based Access Controls Define access rights at granular (field/record) level. |
Granular role-based access part of admin/security functions. | |
|
SOC2/ISO Certification Provider is certified for industry standard security compliance. |
DealMaker advertises SOC2 Type II compliance and security best practices. | |
|
Data Residency Options Ability to choose country/territory for data storage to meet local laws. |
Data residency options for US/Canada required for regulatory compliance. | |
|
Regular Penetration Testing Undergoes periodic penetration tests and provides results. |
Regular penetration testing listed as part of standard compliance on security page. | |
|
Audit Logging Comprehensive audit logs of user actions available. |
Comprehensive audit logging for compliance and reconciliation exists. | |
|
GDPR & CCPA Compliance Tools Tools for subject data access, deletion, and notification. |
GDPR/CCPA compliance tools supported. | |
|
DDoS Protection Built-in mechanisms to protect against attack attempts. |
DDoS protection included in infrastructure overview. | |
|
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. |
Deal flow metrics, deal funnel, and portfolio analytics core to platform value. | |
|
Custom Reports Builder Users can construct custom dashboards and reports. |
Custom dashboards and report builder described in feature set. | |
|
Export Options Reports and data can be exported in various formats. |
Reports/data can be exported (CSV, PDF) as stated in documentation. | |
|
Conversion Funnel Visualization Shows stage-by-stage deal progression and conversion rates. |
Deal progression/conversion funnel included in analytics. | |
|
Portfolio Analytics High-level tracking of portfolio composition and performance. |
Portfolio analytics, performance monitoring are referenced in report suite. | |
|
Time on Market Metrics Track days from deal listing to closure. |
DealMaker tracks days to close and overall marketplace engagement for issuers. | |
|
Benchmark Data Comparison Compares deal or portfolio metrics to industry benchmarks. |
Benchmark data used to compare campaigns and investors to market standards. | |
|
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 fields for deal and investor data supported in forms and reports. |
|
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. |
Platform supports multi-sector, multi-stage, and diverse geography deals; supports startup diversity. | |
|
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. |
No information available | |
|
Event Hosting & Networking Host and discover virtual or in-person pitch events and webinars. |
No information available | |
|
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 and angel investor participation described in documentation on deal structuring. | |
|
Cross-Border Deal Support Platform supports international deals and legal/compliance needs. |
International deal support is a marketing differentiator for DealMaker. | |
|
Alumni or Portfolio Management Ongoing tracking and engagement with past deals/investments. |
Alumni/past investment tracking exists for issuers and investors. | |
|
Ecosystem Partner Integrations Native integration with law firms, banks, service providers, etc. |
Partners include legal, banking, and service providers for fundraising/integrations. |
|
Transparent Pricing Clear, published pricing tiers with no hidden fees. |
Transparent, published pricing listed on product website. | |
|
Free Trial/Proof of Concept Ability to evaluate platform with a trial or pilot phase. |
Free trial/proof of concept evaluation available per site. | |
|
Tiered Service Levels Multiple pricing/service tiers to fit different user types and budgets. |
Multiple pricing tiers available for both issuers and investors. | |
|
Custom Enterprise Plans Supports tailored pricing and SLA for large organizations. |
Custom enterprise plans offered as part of corporate/issuer onboarding. | |
|
Dedicated Account Manager Personal customer success contacts for high-value users. |
Dedicated account managers available for high-value or enterprise clients. | |
|
24/7 Technical Support Round-the-clock access to technical help. |
24/7 support available as part of enterprise and issuer tiers. | |
|
Knowledge Base & Help Center Comprehensive online resources for self-service. |
Extensive online knowledge base and help center exist per support pages. | |
|
Platform Uptime SLA Guaranteed system availability as a percent of time. |
No information available | |
|
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. |
Onboarding, user training, and support sessions included in enterprise and high-tier offerings. |
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.