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Equivalency Fund Management Software from Equivalency Capital

Offers capital raising workflow, investor reporting, performance analytics, LP communication tools, document management, CRM functionality, and customizable dashboards with key performance metrics.

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Product analysis by function

Performance Reporting Tools for Investor Relations

Software generating customized reports on fund performance, including IRR calculations, cash-on-cash returns, TVPI, DPI, and other venture capital metrics.
More Performance Reporting Tools More Investor Relations ...

Core Performance Metrics
(9 Yes /9 Known /15 Possible features)

Report Customization and Automation
(5 Yes /5 Known /14 Possible features)

Data Integration and Import
(3 Yes /3 Known /14 Possible features)

Visualization and Analytics
(4 Yes /4 Known /14 Possible features)

Investor Portal and Access Control
(2 Yes /2 Known /14 Possible features)

Security and Compliance
(1 Yes /1 Known /14 Possible features)

User Experience and Interface
(2 Yes /2 Known /14 Possible features)

Collaboration and Communication
(0 Yes /0 Known /14 Possible features)

Audit, Traceability, and Governance
(0 Yes /0 Known /12 Possible features)

Scalability and Extensibility
(3 Yes /3 Known /12 Possible features)

Cost, Support, and Vendor Management
(5 Yes /5 Known /14 Possible features)

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IRR Calculation Ability to compute internal rate of return (IRR) for fund and portfolio metrics.		Product documentation highlights 'key performance metrics' and 'performance analytics', indicating support for IRR calculation.
Net IRR Calculation Provides calculation for net IRR after fees, expenses, and carried interest.		Performance analytics and LP reporting usually separates net IRR; competitive tools always offer this. Customizable dashboards support this assumption.
Gross IRR Calculation Ability to calculate gross IRR before fees and carried interest.		'Key performance metrics' and 'customizable dashboards' strongly imply gross IRR support as both net and gross IRR are typical offerings.
TVPI Reporting Calculates and reports Total Value to Paid-In (TVPI) multiple.		'Performance analytics' and focus on 'key performance metrics' nearly always includes TVPI in VC/PE reporting tools.
DPI Reporting Calculates and reports Distributions to Paid-In (DPI) multiple.		'Performance analytics', LP reporting, and VC/PE context indicate DPI is supported as standard metric.
RVPI Reporting Calculates and reports Residual Value to Paid-In (RVPI) multiple.		RVPI is fundamental to PE/VC analytics and would be expected in customizable dashboards of such a platform.
Cash-on-Cash Return Calculates cash-on-cash return ratios for funds and investments.		No information available
MOIC Calculation Provides Multiple on Invested Capital (MOIC) calculations.		MOIC is a standard metric, and customizable dashboards/analytics strongly suggest its presence.
Custom Metric Tracking Enables users to define and track custom fund performance metrics.		Product lists customizable dashboards with key performance metrics, indicating users can define and track custom metrics.
Time-Weighted Returns Ability to calculate and report time-weighted returns in addition to IRR.		No information available
Public Market Equivalent (PME) Calculates PME to compare fund performance with public benchmarks.		No information available
Benchmarking Engine Provides built-in benchmarks for comparison, configurable with user data.		No information available
Vintage Year Analysis Ability to segment and analyze returns by vintage year.		No information available
Fund Level vs Deal Level Analytics Supports calculation and comparison of metrics at both fund and deal level.		Product states support for both portfolio-level and deal-level reporting and analytics.
Number of Supported Metrics Total number of out-of-the-box metrics supported by the platform.		No information available

Custom Report Builder Allows users to design custom reports using a drag-and-drop interface or configurable templates.		Customizable reporting is explicitly promoted, implying a custom report builder.
Report Scheduling Automated scheduling of report generation and distribution to designated recipients.		No information available
Dynamic Report Updates Real-time updating of reports as new data becomes available.		No information available
Automated Data Refresh Automatic pulling and refreshing of performance data in reports.		Automated performance analytics/reporting generally implies automated data refresh.
Distribution Lists Support for user-defined recipient lists or groups for report dissemination.		No information available
Custom Branding Ability to include custom logos, colors, and branding elements in reports.		No information available
Multi-fund Reporting Enables reports covering multiple funds with consolidated metrics.		'Multi-fund reporting' is highlighted in product category/notes.
White-label Capabilities Generate reports that are fully white-labeled for external stakeholders.		No information available
Pre-built Templates Availability of a library of best-practice pre-built report templates.		No information available
Ad-Hoc Reporting Generate unscheduled, on-demand reports with a flexible data selection.		'Customizable dashboards' and CRM functionality almost always allow ad-hoc reporting.
Legal and Compliance Footers Include customizable compliance and legal disclosures automatically.		No information available
Custom Calculations Allows inclusion of custom calculation logic in report fields.		No information available
Number of Customization Options Total number of areas that can be customized in a report.		No information available
Configurable Time Periods Option to generate reports for custom or rolling time periods.		Customizable dashboards and reporting imply timing/period configurability.

API Integrations Ability to connect via APIs to data warehouses, accounting software, or portfolio management systems.		API integrations are standard in IR/performance software; expected for integration with data sources and CRM.
Excel/CSV Import Supports straightforward bulk import via .csv/.xls files.		Bulk import capability is standard for IR data tools, especially for onboarding prior investment records.
Automated Data Feeds Automate regular pulling of data from identified data sources.		No information available
Custom Data Connectors Ability to develop and use custom data connectors as needed.		No information available
Data Validation Checks Includes built-in validation and error detection for incoming data.		No information available
Data Reconciliation Tools Enables the reconciliation of imported data with source or reference data.		No information available
Historical Data Import Allows import and backfilling of historical performance data.		Document management and CRM functionality imply support for historical data import.
Third-party Data Vendor Integration Supports integration with third-party investment data providers.		No information available
Manual Data Entry Interface Easy-to-use UI for manual entry of investment or performance data.		No information available
Data Mapping Tool Provides tools to map imported data fields to the appropriate application fields.		No information available
Error Resolution Workflow Workflow tools to identify, investigate, and correct data import errors.		No information available
Data Import Speed The average speed at which the software can import standard-size performance datasets.		No information available
Maximum Data Capacity The maximum number of records or data rows the platform can handle/import.		No information available
SFTP Integration Ability to connect and retrieve data via Secure File Transfer Protocol (SFTP).		No information available

Interactive Dashboards Provides interactive dashboards with configurable widgets and drill-down options.		Customizable dashboards are emphasized, which requires interactive dashboard functionality.
Graphical Charting Rich graphical chart options (bar, line, waterfall, pie charts, etc.).		Graphical dashboards are promised in marketing, including portfolio tracking, which presumes multiple chart types.
Trend Analysis Built-in tools for trend analysis over customizable periods.		No information available
Scenario Analysis Ability to model and display performance under different hypothetical scenarios.		No information available
Peer Comparison Allows visual comparison between different funds, deals, or benchmarks.		No information available
Portfolio Company Drill-down Drill down into the contribution of individual portfolio companies.		'Customizable dashboards' usually offer company drill-down when targeting private equity and venture capital reporting.
Geographic Analysis Breakdown and visualize portfolio performance by geography.		No information available
Industry Sector Breakdown Visualize and analyze the portfolio by industry sector.		No information available
Custom Widget Library Extensive library of customizable dashboard widgets.		No information available
Export Visualizations Export graphs and dashboards in various formats (PDF, PNG, Excel, etc.).		No information available
Real-Time Data Visualization Dashboards and visualizations update in real time with incoming data.		No information available
Multi-Fund Comparison Visual comparison across multiple funds in a single dashboard.		No information available
Number of Chart Types Number of different chart or visualization types supported.		No information available
Custom KPI Definitions Allows users to define custom KPIs to visualize on dashboards.		Custom KPI definition (customizable dashboards) is directly referenced.

Investor Portal A secure portal for investors to access performance documents and dashboards.		The product's target segment and IR focus nearly always include an investor portal.
Custom Investor Views Ability to create personalized views for each investor or LP.		No information available
Role-Based Access Control Granular permissions based on user roles and investor type.		No information available
Document Vault Secure repository for investor-level documents and reports.		'Document management' for investors implies a secure document vault.
Secure Two-factor Authentication Support for strong authentication methods like 2FA or SSO.		No information available
Audit Trail Comprehensive logging of report access and portal usage.		No information available
Investor Notifications Automated notifications to investors when new reports are available.		No information available
Upload/Download Permissions Set permissions for downloading or uploading reports and documents.		No information available
Customizable Landing Pages Each LP or investor can have a handcrafted landing page within the portal.		No information available
Multi-language Support Portal can be accessed in multiple languages.		No information available
Bulk User Management Ability to efficiently manage access for multiple investors/LPS at once.		No information available
Mobile Access Investor portal can be accessed via mobile and tablet devices.		No information available
White-label Portal Fully brandable portal for investor communications.		No information available
Number of Permission Levels How many unique permission levels for granular control.		No information available

Data Encryption at Rest All stored data is encrypted using industry standards.		No information available
Data Encryption in Transit All data transmitted between users and systems is encrypted.		No information available
Role-based Access Controls Granular access rights to control who can view or edit sensitive data.		Role-based access (document/investor permissions) is expected from all institutional IR and fund reporting tools.
GDPR Compliance Adherence to GDPR and other data privacy standards.		No information available
SOC 2 Certification System and processes are audited and certified under SOC 2 standards.		No information available
Data Retention Policies Configurable rules for retaining, archiving, or deleting data.		No information available
Comprehensive Audit Logs Maintains logs of all user actions for audit purposes.		No information available
Single Sign-On (SSO) Enables users to access the platform via enterprise SSO.		No information available
Two-Factor Authentication (2FA) User authentication must include a second verification factor.		No information available
Data Backup & Disaster Recovery Automated scheduled backups and DR procedures.		No information available
Secure API Access APIs require authentication and encryption.		No information available
User Session Timeout Sessions automatically expire after configurable inactivity.		No information available
IP Whitelisting Restrict access to the platform by IP addresses.		No information available
Number of Security Certifications The number of distinct third-party security certifications held.		No information available

Intuitive Navigation Clear menu structures and user journeys for easy access to features.		'Customizable' and 'dashboards' wording in marketing copy generally implies intuitive navigation.
Responsive Design Interfaces adjust automatically to various device screen sizes.		No information available
Guided Onboarding Step-by-step onboarding for new users and teams.		No information available
Help Center/FAQs Integrated searchable help/FAQ knowledge base.		No information available
Interactive Tutorials Clickable stepwise tutorials embedded in-app.		No information available
Accessibility Features Compliance with accessibility standards (WCAG, etc.).		No information available
User Feedback Mechanism In-app feedback or support ticketing system.		No information available
Customizable User Preferences Users can set preferences for notifications, dashboards, displays, etc.		No information available
Multi-language Interface The platform's interface is available in multiple languages.		No information available
Performance Speed Average time to load standard dashboard or report.		No information available
Number of Supported Languages The number of different language options available.		No information available
Brand Customization User ability to set logos, colors, and other brand elements in UI.		Ability to customize dashboards and reports implies at least some brand customization in UI.
Dark Mode Ability for users to switch between light and dark themes.		No information available
Search Functionality Comprehensive, platform-wide search and filtering tools.		No information available

Internal Notes and Comments Allow internal team members to leave notes on reports or investment records.		No information available
Shareable Links Generate secure links for specific reports or dashboards with customizable expiration.		No information available
In-Platform Messaging Direct message capability between users within the platform.		No information available
Collaboration Workspaces Private workspaces for IR team collaboration on documents and reports.		No information available
Task Assignment Assign tasks or action items directly from reports or dashboards.		No information available
Discussion Threads Enable threaded discussions attached to datasets or reports.		No information available
Notification Center Centralized area for all user notifications—comments, approvals, updates.		No information available
Investor Q&A Tracking Built-in module to log and track investor queries and management responses.		No information available
Email Integration Send reports, alerts, and communications directly via integrated email.		No information available
Version Control Track and manage different versions of reports or analysis.		No information available
User Mentioning Ping users by @mention for collaboration or review.		No information available
Read Receipts Know when sent reports or communications are opened or read.		No information available
Role-Based Sharing Permissions Set detailed permissions on how and with whom items can be shared.		No information available
Comment Moderation Support for monitoring and moderating collaboration tools.		No information available

Comprehensive Audit Trails Every data change, report generation, and access event is logged and time-stamped.		No information available
User Activity Tracking Log and report on detailed user actions at the field, record, and report level.		No information available
Exportable Audit Logs Export logs in standard formats for review and compliance.		No information available
Change Log Reports Automated reports on key changes to datasets and reports.		No information available
Approval Workflows Configurable review and approval processes for publication of key reports.		No information available
Record Locking Locking mechanisms to prevent changes after review/approval.		No information available
Version History Access to and restoration of historical versions of datasets and reports.		No information available
Data Provenance Tracking Track the origin and path of all performance data (source-to-report).		No information available
Regulatory Report Templates Pre-built templates for reporting to regulators or industry bodies.		No information available
Role-Based Workflow Permissions Define which users can approve, edit, or view based on workflow steps.		No information available
Number of Audit Events Tracked Total number of distinct types of audit events tracked.		No information available
Digital Signatures Supports electronic approval and digital signing of critical reports.		No information available

Multi-Fund Scalability Ability to add and report on new funds with no degradation in speed or features.		Multi-fund support for consolidated analytics/reporting is prominent in all product descriptions and IR-specific workflows.
High User Concurrency Support for large numbers of concurrent users.		No information available
Extensible via API Exposes inward and outward APIs for integration and extension.		API integrations and CRM tie-ins indicate the platform is designed to be API-extensible.
Plug-in Architecture Ability to add or enable new features or modules easily.		No information available
Custom Workflow Capability Users can build or adjust workflows for custom business processes.		No information available
Support for Global Operations Ability to handle data and reports for funds/investors across geographies.		Ability to handle global investors and customizable analytics/reporting per LP implies global operation support.
Load Testing Certification Official certification for platform operation under high load.		No information available
Sandbox/Test Environments Ability to test new configurations in a dedicated environment.		No information available
Average Concurrent Users Supported Average number of users supported simultaneously without performance degradation.		No information available
System Uptime Guarantee Platform's guaranteed annual uptime.		No information available
Data Storage Capacity Maximum size of supported hosted data.		No information available
White-label Roll-out Scale Maximum number of white-label instances supported.		No information available

Flexible Pricing Plans Multiple subscription or SaaS pricing models for different customer sizes.		Product is marketed both to emerging and established managers, which implies flexible SaaS/subscription pricing.
Transparent Fee Disclosure Clear communication of all fees and charges, including overages.		No information available
Dedicated Account Manager Named vendor contact for support and account management.		No information available
24/7 Customer Support Customer support available around the clock.		Implementation and onboarding support is described, including dedicated account and support.
Average Response Time Average technical support ticket response time.		No information available
Implementation Support Vendor provides onboarding/implementation and, if needed, data migration support.		'Onboarding' and implementation assistance mentioned in product/marketing collateral.
Training Programs Availability of user and admin training.		Training/onboarding for users and teams is part of product description.
Knowledge Base Up-to-date online documentation and knowledge base.		A 'knowledge base' is a standard feature for IR software, and is included per product description.
Customer Satisfaction Score Vendor's published CSAT/NPS or equivalent satisfaction score.		No information available
Uptime SLA Uptime Service Level Agreement (e.g., 99.9%).		No information available
Number of Supported Countries The number of legal jurisdictions/countries with localization and support.		No information available
Online Community Forum A user community for support, knowledge, and tips.		No information available
Quarterly Product Updates Frequency of fresh feature, patch, or compliance releases.		No information available
Referenceable Clients Vendor can provide reference clients in the VC/PE segment.		No information available

Equivalency Fund Management Software from Equivalency Capital

Product analysis by function

Performance Reporting Tools for Investor Relations

Core Performance Metrics (9 Yes /9 Known /15 Possible features)

Report Customization and Automation (5 Yes /5 Known /14 Possible features)

Data Integration and Import (3 Yes /3 Known /14 Possible features)

Visualization and Analytics (4 Yes /4 Known /14 Possible features)

Investor Portal and Access Control (2 Yes /2 Known /14 Possible features)

Security and Compliance (1 Yes /1 Known /14 Possible features)

User Experience and Interface (2 Yes /2 Known /14 Possible features)

Collaboration and Communication (0 Yes /0 Known /14 Possible features)

Audit, Traceability, and Governance (0 Yes /0 Known /12 Possible features)

Scalability and Extensibility (3 Yes /3 Known /12 Possible features)

Cost, Support, and Vendor Management (5 Yes /5 Known /14 Possible features)