Loom allows users to create screen recordings, video messages, and presentations that can be shared easily with investors, enhancing communication and engagement.
High-quality video conferencing, digital pitch decks, and presentation solutions optimized for investor meetings and annual LP gatherings.
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HD Video Quality Supports high-definition video during meetings. |
Loom for Business supports HD video recordings and meetings. Loom's recording quality can be set to HD (720p or 1080p). | |
Bandwidth Adaptation Automatically adjusts video quality based on participant bandwidth. |
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Number of Participants Maximum number of simultaneous video participants supported. |
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Screen Layout Options Variety of screen layouts (gallery, presentation, speaker view, etc.). |
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Active Speaker Detection Automatically highlights active speakers. |
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Meeting Recording Ability to record and store video meetings. |
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Cloud Recording Storage Allocated cloud storage for recorded meetings. |
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In-browser Access Joins meetings without dedicated app downloads, via browser. |
Loom viewers can watch videos in-browser via a unique link, no separate app download needed. | |
Low-latency Video Meeting experience features minimal lag. |
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Dial-in by Phone Supports telephone dial-in for audio participation. |
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Waiting Room Management Hosts can filter and admit participants from waiting rooms. |
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Breakout Rooms Ability to split participants into smaller, parallel group sessions. |
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Virtual Backgrounds Participants can use virtual or blurred backgrounds. |
Loom users can enable blurred or virtual backgrounds during video recording. | |
Custom Branding Meeting visuals support fund or firm branding. |
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Watermarking Meetings and presentations can be watermarked for IP protection. |
All Loom videos automatically embed viewer-specific watermarks for security purposes. |
Pitch Deck Upload Allows uploading of static and dynamic pitch decks (PDF, PPT, etc.). |
PDF and PPT uploads are supported as assets to be shown in Loom screen-recordings and presentations. | |
Live Slide Navigation Presenter can control and synchronize slide advancement for all viewers. |
Presenter can control video playback and slides during Loom video presentations. | |
Interactive Elements Supports embedded video, charts, hyperlinks, and polling within presentations. |
Loom recordings can include embedded links, interactive CTAs, and support polls via integrations. | |
Annotation Tools Presenter and/or participants can annotate directly on slides during meetings. |
Annotation is available during video recording (drawing tools, on-screen highlights). | |
Template Library Offers a selection of templates for ease of pitch deck creation. |
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Real-time Co-editing Multiple users can edit presentations simultaneously. |
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Deck Version Control Maintains a version history for all pitch materials. |
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Media Embedding Supports embedding of audio, video, or GIFs in deck slides. |
Audio and video can be embedded in Loom decks or video walkthroughs; GIFs can be added in post-editing. | |
Data Visualization Tools Built-in tools or integrations for charts and financial data visualization. |
Loom offers basic charts and supports integration with external data visualization tools. | |
Export Options Download decks in multiple formats (PDF, PPTX, HTML). |
Download Loom videos and decks as MP4, GIF, or embed as HTML; Slides downloadable in PDF for decks. | |
Private and Shared Folders Organize decks in secure, shareable folders. |
Loom team workspaces support private and shared folders for organization and access control. | |
Access Expiry Controls Set expiration for links or access permissions. |
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Unique Link Tracking Generate and monitor unique share links per investor. |
Loom generates unique share links for each video with optional access tracking. | |
Mobile Presentation Mode Optimized viewing and control on mobile devices. |
Loom mobile app allows recording and presentation controls, and is optimized for mobile viewing. | |
Custom Watermarking Apply unique watermark per viewer/investor. |
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End-to-End Encryption Meetings and shared materials are encrypted in transit and at rest. |
Loom videos are encrypted in transit and at rest as part of Loom's business-grade security. | |
Multi-factor Authentication (MFA) Supports MFA for participant and administrator logins. |
Multi-factor authentication is supported for Loom Business admin and user logins. | |
Single Sign-On (SSO) Integrates with SSO for access management. |
Loom supports SSO (Okta, Google Workspace, Azure AD integrations). | |
Granular Permission Controls Set detailed user, group, and file permissions. |
Admins can set granular permissions for videos, folders, and user access in Loom Business. | |
Audit Logging Detailed logs of access and changes to files, meetings, and presentations. |
Loom audit logs record access and actions for videos and folders (audit events for Business plans). | |
Regulatory Compliance Standards Adheres to standards (e.g., SOC2, GDPR, CCPA). |
Loom is SOC 2 Type II compliant and aligns GDPR practices (per Loom trust/social docs as of 2024). | |
Self-hosting Options Deployment on private infrastructure. |
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Custom Data Retention Policies Supports customized data archiving and retention schedules. |
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E-signature Integration Electronically sign NDAs and agreements within the platform. |
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Watermarking for Sensitive Content Protects confidential documents with dynamic watermarks. |
Loom videos can be protected with dynamic (viewer-specific) watermark overlays for added document protection. | |
Participant Authentication Verifies participant identity before accessing meetings/documents. |
Viewer identity can be required to access videos; authentication controls are available on the Business tier. | |
Secure Guest Access Allow temporary guest access with restricted permissions. |
Loom supports secure guest access via link with role-based permissions (view, comment, etc.) | |
Automatic Timeouts Automatically logs out idle users after a set period. |
Loom automatically logs out idle sessions after a configurable timeout. | |
Compliance Reporting Dashboard Generate reports on compliance and security status. |
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Content Redaction Tools Redact sensitive information before sharing documents. |
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Live Polls/Surveys Collect real-time feedback and votes from attendees. |
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Real-time Q&A Participants can submit and upvote questions in real time. |
Loom supports real-time Q&A through comment threads on videos and live sessions. | |
Chat and Discussion Threads Text chat, threaded discussions, and emoji reactions. |
Loom Business meetings and videos support in-line chat/threaded comments and emoji reactions. | |
Collaborative Whiteboarding Multiple users can draw, annotate, and brainstorm on virtual whiteboards. |
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Shared Notes Create and share meeting notes collaboratively. |
Shared notes are available in video comment sections and via Loom integrations (e.g. Slack, Notion). | |
Hand Raise Feature Participants can signal a desire to speak. |
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Instant File Sharing Share files directly in meetings or threads. |
Files (PDFs, docs) can be shared inside video threads or via integrations in Loom. | |
Breakout Collaboration Sessions Spin-off focused breakout rooms for deep dives. |
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Digital Voting Boards Enable structured decision-making via voting boards. |
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Automated Meeting Summaries AI-generated post-meeting summaries and action items. |
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Scheduled Reminders Automated calendar and email reminders for upcoming sessions. |
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Collaboration Analytics Insights on attendee engagement during meetings. |
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Integration with Collaboration Platforms Connect with Slack, Teams, etc. for seamless workflows. |
Native Slack and Teams integrations allow importing video feedback and collaboration. | |
Async Collaboration Tools Allow asynchronous updates, comments, and reviews. |
Comments and threads on Loom videos are asynchronous, supporting async updates and reviews. | |
Participant Tagging Tag attendees in notes and action items for follow-up. |
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Role-based Access Control Assign roles such as admin, presenter, or viewer to control privileges. |
Loom allows admins to assign various roles (owner, admin, creator, viewer) for granular control. | |
Invitation Management Send, track, and revoke meeting invitations. |
Invitations sent and revoked directly via Loom admin portal. | |
RSVP Tracking Monitor attendee confirmations for meetings. |
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Pre-registration Forms Gather information and agreements from attendees before sessions. |
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Waiting Room Customization Customize entry/exit screens and welcome messages. |
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One-click Access Links Generate unique, expiring links for easy, secure access. |
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Session Limit per Attendee Restrict number of concurrent sessions per user. |
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Guest Controls Limit guest attendees' actions and visibility. |
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Automated Entry Permissions Auto-apply access settings by type of participant (e.g. LP, founder). |
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Event-specific Access Keys Unique keys/codes per event for tight security. |
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Bulk Invite Upload Upload lists of emails for mass invites. |
Bulk CSV upload for user invitations is available for Loom for Business admins. | |
Access Revocation Tools Instantly withdraw access when needed. |
Access to any Loom video can be revoked instantly via the Admin console. | |
Time-limited Content Links Links to decks or replays expire after a set time. |
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Access Activity Logs Track who accessed what, when. |
Access logs for shares and views are tracked and accessible to Admins. | |
Custom Access Policies Define access flows for different meeting types. |
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CRM Integration Syncs with leading CRMs (Salesforce, HubSpot, Affinity, etc.). |
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Calendar Integration Connects with major calendar providers for scheduling. |
Google Calendar and Outlook add-ins are supported, enabling direct scheduling from Loom. | |
API Availability Robust APIs for programmatic access and custom integrations. |
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IR Platform Integration Connects with IR and reporting systems. |
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eSignature Platform Support Works with DocuSign, HelloSign, etc. |
Loom integrates with DocuSign and other e-signature platforms via Zapier and custom integrations. | |
Data Room Integration Seamless sharing of documents to deal room/data room platforms. |
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Analytics Platform Integration Feeds meeting data into analytics/business intelligence tools. |
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Contact Directory Import Import contacts from address books or LinkedIn. |
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Slack/Teams Notifications Sends notifications to collaboration platforms. |
Loom for Business natively sends video notifications to Slack or Microsoft Teams. | |
Zapier Support Connects to other tools via Zapier and workflow automation. |
Zapier is officially supported, allowing workflow automation between Loom and many other tools. | |
Integration Marketplace Marketplace or directory for 3rd-party integrations. |
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Single Sign-On Providers Integration with major SSO providers (Okta, Azure AD, etc.). |
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Webhooks Outbound webhooks for real-time updates to other systems. |
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File Storage Integration Connect to Dropbox, Box, Google Drive, and other cloud storage. |
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Custom Integration Support Professional services for bespoke integrations. |
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Attendance Tracking Tracks which participants joined, for how long. |
Admins can view attendance (who viewed a video, and for how long) within Loom analytics. | |
Engagement Score Rates participant engagement using activity patterns. |
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Drop-off Analysis Analyzes when in the session attendees leave. |
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Presentation View Tracking Monitors which slides/deck pages were viewed and for how long. |
Presentation/video view analytics provide per-slide or per-chapter viewing breakdown. | |
Q&A Analytics Shows volume and nature of Q&A during meetings. |
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Poll/Survey Response Rates Tracks poll participation and completion rates. |
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Download/Access Logs Monitors who accessed which documents/decks. |
Detailed access logs are included in Loom for Business analytics dashboard. | |
Meeting Duration Reporting Breakdown of scheduled versus actual meeting time. |
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Action Item Tracking Tracks outstanding and completed action items. |
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Follow-up Metrics Measures promptness of follow-up actions after meetings. |
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Geographic Participation Reporting Shows breakdown by attendee regional location. |
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Custom Report Builder Build and export customized analytics reports. |
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Export to Excel/CSV Download raw analytics data. |
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Visualization Tools Integrated charts and graphs for data analysis. |
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Automated Scheduled Reports Periodic delivery of analytics and dashboards to stakeholders. |
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Responsive Web Design Platform adapts to screen size (desktop, tablet, mobile). |
Loom web app adapts to all common device screens; confirmed in Loom help/support documents. | |
Mobile App Availability Native apps for iOS and Android. |
Loom provides native apps for iOS and Android. | |
Keyboard Navigation Full-feature access via keyboard controls. |
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Screen Reader Support Optimized for use with screen readers. |
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Multi-language Support User interface is available in multiple languages. |
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Live Captions/Subtitles Live-generated captions for accessibility. |
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Color Contrast Tools Adjust UI contrast for visibility and accessibility. |
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Easy Onboarding Guided setup and support for new users. |
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Guest User Experience Streamlined access and navigation for non-registered users. |
Guests can view Loom videos with one-click links and minimal onboarding. | |
Customizable Interface Users can adjust the look and feel to their preference. |
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Help and Support Widgets Contextual help and live support embedded in the UI. |
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Personalization Options Bookmarks, favorite views, and saved settings. |
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Session Continuity Rejoin meetings without losing context when disconnected. |
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Minimal-click Navigation Common tasks are accessible with minimal clicks/taps. |
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User Profile Management Users can update their contact and preference settings. |
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Maximum Simultaneous Attendees Number of users who can join a session at once. |
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Concurrent Sessions Supported Number of meetings that can be run in parallel. |
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Uptime SLA Guaranteed service uptime. |
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Automatic Capacity Scaling System auto-scales to handle increased usage. |
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Load Balancing Dynamically allocates traffic to maintain performance. |
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Geographically Distributed Servers Server locations across continents for global reach. |
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Platform Speed Average time to load main interface. |
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Auto-reconnect & Recovery User sessions recover automatically from connection issues. |
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HD Video Streams Supported Number of concurrent high-definition video feeds. |
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Latency Round-trip time for data (video, chat) updates. |
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Cloud Infrastructure Provider Hosted on top-tier, reliable infrastructure. |
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Rate Limiting/Throttling Prevents overload attacks and maintains stability. |
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Seamless Version Upgrades New features roll out with minimal downtime. |
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Automated Failover Services automatically move to backup systems on failure. |
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Redundancy across Regions System designed to stay online if one region fails. |
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24/7 Customer Support Support team available around the clock. |
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Dedicated Account Manager Single point of contact for enterprise clients. |
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Onboarding and Training Sessions Guided live or recorded training for new users. |
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Comprehensive Documentation Extensive online manuals and guides. |
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Response Time SLA Maximum time until first support response. |
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Multi-channel Support Accessible via chat, email, and phone. |
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Knowledge Base Access Searchable knowledge base for troubleshooting. |
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Community Forums Online community peer-to-peer support. |
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Escalation Pathways Defined process for urgent or critical support issues. |
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Customer Feedback Loops Collect regular feedback to shape product roadmap. |
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Video Tutorials Pre-recorded demos on common tasks and features. |
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User Group Events Regular roundtables or webinars for power users. |
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Live Chat Support Instant web-based assistance. |
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Feature Request Tracking Submit and monitor requests for new features. |
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SLAs for Issue Resolution Guaranteed time to fix critical issues. |
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Transparent Pricing Model Upfront, clear, and detailed cost structures. |
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Flexible Plans Tiered plans for different firm sizes and needs. |
Loom offers tiered plans (Starter, Business, Enterprise) and organization-based pricing. | |
Free Trial/Proof of Concept Option to pilot platform before purchase. |
Free trial is available for Loom Business and Enterprise plans. | |
Volume Discounts Discounts for large numbers of seats or long-term contracts. |
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Custom Pricing for Enterprises Negotiated pricing for large buyers. |
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No Hidden Fees No surprise upsells or undisclosed costs. |
Pricing page and sign-up process clearly state that there are no hidden fees, only listed upgrades. | |
Pay-as-you-go Option Capacity-based and pay-for-usage billing. |
Loom Business offers pay-as-you-go pricing options for video minutes and storage. | |
Refund Policy Clear terms for credits or refunds. |
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Cost per User Cost structure is per user or per meeting. |
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Annual Plan Savings Percent cost saved versus monthly billing. |
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Upgrade/Downgrade Flexibility Modify subscription levels easily. |
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Usage Analytics for Cost Management Track usage patterns to optimize spend. |
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Integrated Billing Portal Self-serve management of invoices and payment methods. |
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Nonprofit/Educational Discounts Special pricing for eligible organizations. |
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Flexible Contract Terms Monthly, annual, or multiyear options. |
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