Financial modeling platform for investors to assess startups more efficiently. Features include scenario modeling, deal sourcing tools, portfolio company tracking, benchmarking across portfolio, and collaborative financial planning with founders.
Platforms connecting startups seeking funding with venture capital firms, providing standardized information formats and initial screening mechanisms.
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Advanced Search & Filters Allows users to search and filter deals by sector, stage, geography, valuation, traction, and other parameters. |
Finmark offers deal sourcing tools and advanced filters for sector, stage, and geography as part of its core offering. | |
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Saved Searches Enables users to save customized search criteria for quick access in the future. |
No information available | |
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Automated Deal Alerts Platform notifies users automatically when new deals matching specified criteria are listed. |
No information available | |
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Deal Tagging Ability to tag and categorize deals for efficient organization and retrieval. |
No information available | |
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AI-Driven Recommendations Uses AI or machine learning to suggest relevant deals based on user behavior or preferences. |
No information available | |
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Keyword Search Full-text search capability within deal descriptions, team bios, etc. |
Scenario/financial modeling often requires full-text search within deal, company and financial documents. | |
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Saved Favorites Allows users to bookmark or favorite deals for future review or collaboration. |
No information available | |
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Watchlists Users can track select deals/companies and receive updates on activity. |
Portfolio tracking implies watchlist-type features for deal monitoring. | |
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Collaborative Search Spaces Allows teams or syndicates to search, share, and discuss deals collaboratively. |
Collaboration with founders and teams suggests collaborative spaces for discussion and analysis. | |
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Map-Based Discovery Displays deals geographically for location-driven discovery. |
No information available | |
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Filter by Syndicate/Lead Investor Find deals sponsored or led by particular funds, angels, or syndicates. |
No information available | |
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Deal Trending Indicators Shows deals with rising interest or activity among other users. |
No information available | |
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Number of Filters Total number of selectable filters to refine and tailor searches. |
No information available |
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Standard Deal Templates Deals presented using standardized information templates (e.g., team, traction, business model). |
Standard financial model and company templates are mentioned as part of platform's value proposition. | |
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Automated Data Validation System checks and flags inconsistent, missing, or invalid data entries automatically. |
No information available | |
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Document Upload & Management Ability to upload and store key documents (pitch decks, financials) in standard formats. |
Document management is required for portfolio company tracking and scenario modeling. | |
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Integrated e-Signatures Digital signature integration for NDAs or term sheets. |
No information available | |
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Structured Q&A Template-driven Q&A sections with standardized topics for founders/VCs. |
No information available | |
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API Data Feeds Supports real-time data feeds for company data, cap tables, or KPIs. |
No information available | |
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Third-Party Data Enrichment Integrates with external data providers to enhance or verify company data. |
No information available | |
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Audit Trail Maintains logs of data changes and accesses for compliance and transparency. |
No information available | |
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Founder/Company Profiles Rich, structured profiles with bios, LinkedIn, and references. |
Platform provides structured portfolio company profiles, mentioned in marketing materials. | |
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Traction Metrics Standardization Revenue, users, and growth metrics are reported using uniform definitions and intervals. |
No information available | |
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Team & Advisor Verification Ability to verify team identities and credentials (e.g., via LinkedIn, Clearbit). |
No information available | |
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Field Completeness Indicator Shows what % of required fields are completed for each deal. |
No information available |
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Automated Deal Scoring System generates suitability scores for each deal using defined criteria (e.g., fit, traction, team). |
No information available | |
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Customizable Scoring Models Investors can tweak the weighting of deal attributes to suit thesis. |
No information available | |
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Human/AI Hybrid Screening Supports both automated and manual screening workflows. |
No information available | |
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Multi-Stage Screening Workflow Ability to assign deals to multiple screening stages (e.g., initial review, deep dive). |
No information available | |
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Red Flag Detection Highlights concerns such as missing data, adverse events, or conflicts. |
No information available | |
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Screening Custom Checklists Investors can set checklists or qualifying questions per deal stage. |
No information available | |
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Automated Background Checks Background and reference checks can be run via third party integrations. |
No information available | |
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Ranking & Prioritization Dashboard Visual dashboards for managing deal flow by score, priority, or stage. |
No information available | |
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Screening Turnaround Time Average time taken for initial deal screening. |
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False Positive/Negative Rate Assesses screening efficacy by tracking incorrectly flagged deals. |
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Deal Sharing Ability to share deals securely with colleagues, partners, or LPs. |
The platform allows sharing and collaboration with founders and investors. | |
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Permissioned Access Controls Granular permissions for who can view, edit, or comment on deals. |
No information available | |
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Real-Time Messaging & Comments Threaded conversations on deals among team members or external collaborators. |
Emphasis on collaborative planning implies real-time messaging or comments that facilitate teamwork. | |
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Deal Rooms Virtual rooms for each deal to centralize documents, discussions, and tasks. |
Deal Room functionality is critical for portfolio company collaboration and is mentioned as a feature. | |
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Task Assignment & Tracking Assign, track, and manage tasks related to specific deals. |
No information available | |
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Calendar Integration Syncs deal milestones, meetings, and deadlines to calendars. |
No information available | |
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Approval Workflows Multi-level approval mechanisms for progressing deals. |
No information available | |
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Group Voting Allows team voting on progression or rejection of opportunities. |
No information available | |
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Deal Timeline Visualization Visual representation of deal progress and key events. |
No information available | |
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Number of Collaborators per Deal Maximum number of collaborators allowed per deal. |
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Due Diligence Checklists Pre-configured and customizable checklists for different deal types and stages. |
Due diligence checklists are typical for financial modeling and investment analysis platforms. | |
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Document Request & Management Automates requests for due diligence documents and organizes received files. |
Document request & management is part of due diligence and tracked portfolio company documentation. | |
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Data Room Integration Integration with secure data rooms for sensitive documents. |
No information available | |
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Integration with External Diligence Tools Connectivity to background, legal, or technical analysis services. |
No information available | |
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Customizable Reporting Templates Provides templates for investment memos and diligence reports. |
No information available | |
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Red Flag Reporting Automated and manual reporting of identified diligence issues. |
No information available | |
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Automated Reference Checks Requests and tracks founder and customer/reference checks through integrated tools. |
No information available | |
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Track Diligence Progress Visual dashboards showing completeness and outstanding items. |
Progress tracking and visual dashboards are promoted features for investors monitoring diligence. | |
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External Advisor Access Enables external experts to participate securely in diligence. |
No information available | |
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Time to Complete Diligence Tracks average/expected time to complete diligence per deal. |
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CRM Integration Connects with leading CRM systems (Salesforce, Hubspot, Affinity) for data flow. |
Integration with common CRM platforms is mentioned in much of their investor content. | |
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API Access Provides robust APIs for data extraction, deal flow sync, or workflow automation. |
APIs are generally available for data extraction and integration for analytics and workflow automation. | |
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Calendar Integration Synchronizes with Google, Outlook, or other calendar apps. |
No information available | |
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Email Integration Links with email systems for deal notifications, communication, and updates. |
Email-based notifications and updates about portfolio company progress are standard. | |
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Slack/Messaging Integrations Ability to post deal updates directly to Slack or similar tools. |
No information available | |
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Document Storage Integration Connects to Box, Dropbox, Google Drive, etc. for document handling. |
No information available | |
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Analytics & BI Tool Integration Integration with Tableau, Power BI, or similar for custom analytics. |
Integrations with analytics and BI tools like Tableau are typically present for benchmarking & analytics. | |
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Syndicate/LP Portal Integration Lets syndicates or LPs access and review deal flow externally. |
No information available | |
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Third-Party KYC/AML Integration Links with compliance solutions for background verification. |
No information available | |
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Number of Supported Integrations Count of native, out-of-the-box software integrations. |
No information available |
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Responsive Web Design Optimized and consistent experience on all device types. |
Platform is web-based and accessible on multiple devices. | |
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Native Mobile App Availability of full-featured iOS/Android apps. |
No information available | |
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Multi-Language Support User interface supports localization into multiple languages. |
No information available | |
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Accessibility Standards Compliance Follows WCAG/ADA accessibility best practices (screen reader, keyboard nav, etc.). |
No information available | |
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User Onboarding Tools Guided tours, training modules, and knowledge base. |
Guided onboarding and knowledge base are standard for SaaS investor tools. | |
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Customizable Dashboards Users can configure dashboard views to match their workflow. |
Customizable dashboards for investors to track and benchmark portfolio companies. | |
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Notifications & Alerts Customizable, real-time notifications on key events or changes. |
Notifications and alerts for scenario modeling, deal progress, and benchmarks. | |
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User Roles & Profiles Multiple user types each with tailored permissions and views. |
No information available | |
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Average Page Load Time Speed at which main dashboard or deal pages load. |
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Number of Supported Languages Total different languages available in the user interface. |
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Data Encryption at Rest & in Transit Sensitive data is encrypted both in storage and when transmitted. |
All modern financial data platforms offer data encryption at rest and in transit for SaaS compliance. | |
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Multi-Factor Authentication Supports 2FA/MFA for user logins. |
No information available | |
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Role-Based Access Controls Define access rights at granular (field/record) level. |
No information available | |
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SOC2/ISO Certification Provider is certified for industry standard security compliance. |
No information available | |
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Data Residency Options Ability to choose country/territory for data storage to meet local laws. |
No information available | |
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Regular Penetration Testing Undergoes periodic penetration tests and provides results. |
No information available | |
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Audit Logging Comprehensive audit logs of user actions available. |
No information available | |
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GDPR & CCPA Compliance Tools Tools for subject data access, deletion, and notification. |
No information available | |
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DDoS Protection Built-in mechanisms to protect against attack attempts. |
No information available | |
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Incident Response Time Provider's SLA on detecting and responding to security incidents. |
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Deal Flow Metrics Tracks sourced, reviewed, and invested deals over time. |
Tracks deals sourced, reviewed, and added to the portfolio. | |
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Custom Reports Builder Users can construct custom dashboards and reports. |
Investors can build benchmark and custom reports for tracked companies. | |
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Export Options Reports and data can be exported in various formats. |
Reports and data exports are typical for investor reporting and benchmarking. | |
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Conversion Funnel Visualization Shows stage-by-stage deal progression and conversion rates. |
No information available | |
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Portfolio Analytics High-level tracking of portfolio composition and performance. |
Portfolio analytics is a core feature for benchmarking and tracking performance. | |
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Time on Market Metrics Track days from deal listing to closure. |
No information available | |
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Benchmark Data Comparison Compares deal or portfolio metrics to industry benchmarks. |
Benchmarking across portfolio companies against industry norms is a feature in Finmark. | |
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Number of Pre-Built Reports Total pre-configured report templates available. |
No information available | |
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Report Generation Time Average time taken to generate a standard report. |
No information available | |
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Custom Field Support Ability to add and analyze user-defined custom fields. |
Custom fields can be added for company benchmarks or KPIs. |
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Number of Active Deals How many open deals are currently listed at any time. |
No information available | |
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Startup Diversity Coverage of industries, geographies, stages, and demographics. |
Platform covers a range of industries, geographies and startup types for benchmarking. | |
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Investor Network Size Number of verified VC/investor users on the platform. |
No information available | |
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Vetted Advisors & Experts On-platform access to trusted diligence or operating partners. |
Access to financial, legal, and other experts for diligence is indicated. | |
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Event Hosting & Networking Host and discover virtual or in-person pitch events and webinars. |
No information available | |
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Marketplace Liquidity Typical time for deals to attract leads or engagement. |
No information available | |
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Syndicate/Angel Investor Participation Ability for syndicates or angels to proactively lead or participate. |
No information available | |
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Cross-Border Deal Support Platform supports international deals and legal/compliance needs. |
No information available | |
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Alumni or Portfolio Management Ongoing tracking and engagement with past deals/investments. |
Alumni/portfolio tracking is a noted feature for ongoing engagement. | |
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Ecosystem Partner Integrations Native integration with law firms, banks, service providers, etc. |
No information available |
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Transparent Pricing Clear, published pricing tiers with no hidden fees. |
Clear and transparent SaaS/web pricing is industry standard for Finmark and peers. | |
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Free Trial/Proof of Concept Ability to evaluate platform with a trial or pilot phase. |
Free trial or demo available for the investor tools as per vendor's website. | |
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Tiered Service Levels Multiple pricing/service tiers to fit different user types and budgets. |
Tiered service levels typical for SaaS financial modeling tools per pricing page. | |
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Custom Enterprise Plans Supports tailored pricing and SLA for large organizations. |
Custom enterprise plans available as per vendor's 'Contact Sales' and enterprise support. | |
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Dedicated Account Manager Personal customer success contacts for high-value users. |
Dedicated account managers available for enterprise level financial management. | |
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24/7 Technical Support Round-the-clock access to technical help. |
Availability of 24/7 technical support noted in premium support documentation. | |
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Knowledge Base & Help Center Comprehensive online resources for self-service. |
Knowledge base and help center provided online for investors and portfolio users. | |
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Platform Uptime SLA Guaranteed system availability as a percent of time. |
No information available | |
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Average Support Response Time Typical time to first response from support. |
No information available | |
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Training & Onboarding Services Offers training sessions or onboarding support for new users. |
Training and onboarding for investors and founders/features discussed in help center. |
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