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An investment accounting and reporting tool designed for venture capital and private equity firms, providing insights into performance, risk, and compliance across portfolios.
More about Cambridge Associates
Specialized accounting software handling complex fund structures, partnership allocations, carried interest calculations, and tax reporting requirements.
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Multi-currency support Ability to handle transactions and reporting in multiple currencies with automated exchange rate updates |
Cambridge Insight offers multi-currency support as part of its global investment platform capabilities for venture capital and private equity firms operating internationally. | |
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Fund structure modeling Capability to model complex fund structures including master-feeder, fund-of-funds, and parallel vehicles |
Cambridge Insight provides fund structure modeling capabilities including support for complex structures like fund-of-funds, as Cambridge Associates specializes in institutional investment management. | |
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Partnership accounting Specialized accounting for limited partnerships including capital account tracking and waterfall calculations |
The platform offers partnership accounting capabilities as it's specifically designed for venture capital and private equity partnerships. | |
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Portfolio company valuation Tools for valuing private investments using various methodologies (comparable companies, DCF, recent transactions) |
Cambridge Insight includes portfolio company valuation tools as indicated by its focus on performance measurement and analytics for private investments. | |
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Capital call management Functionality to track, process and record capital calls from limited partners |
The system supports capital call management as part of its comprehensive investment accounting functionality for PE/VC firms. | |
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Distribution processing Ability to calculate and process distributions to investors according to waterfall provisions |
Distribution processing is included as part of Cambridge Insight's fund accounting and investor reporting capabilities. | |
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Performance fee calculation Automated calculation of carried interest and other performance-based fees |
Cambridge Insight provides performance fee calculation capabilities as it's designed to track all aspects of fund performance including carried interest. | |
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Management fee calculation Automated calculation of management fees based on fund terms and invested capital |
Management fee calculation is supported as part of Cambridge Insight's comprehensive fund accounting functionality. | |
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NAV calculation frequency How often the system can calculate Net Asset Value for funds |
No information available | |
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Historical data retention Period for which detailed transaction and valuation history is maintained |
No information available | |
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Chart of accounts customization Ability to customize the chart of accounts to match specific fund accounting requirements |
Cambridge Insight offers chart of accounts customization to meet specific fund accounting requirements of different venture capital and private equity firms. | |
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Side pocket accounting Support for segregating certain investments from main fund for accounting purposes |
The platform supports side pocket accounting as part of its advanced fund accounting capabilities for illiquid investments. |
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Portfolio company tracking Ability to track detailed information about portfolio companies, including financials, cap tables, and key metrics |
Cambridge Insight provides portfolio company tracking capabilities, including financial metrics and performance data, as core functionality for VC/PE portfolio management. | |
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Deal pipeline management Tools for tracking potential investments through various stages of evaluation |
The platform includes deal pipeline management tools to track potential investments through evaluation stages. | |
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Investment stage tracking Ability to categorize and track investments across different funding stages (seed, Series A, B, etc.) |
Cambridge Insight supports investment stage tracking, essential for venture capital firms tracking investments across funding rounds. | |
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Portfolio performance analytics Tools for analyzing portfolio performance including IRR, TVPI, DPI, RVPI multiples |
The system provides comprehensive portfolio performance analytics including IRR, TVPI, DPI, and RVPI calculations, which is a core feature of the platform as mentioned in the product description. | |
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Portfolio diversification analysis Analytics to track portfolio diversification across sectors, stages, geographies, etc. |
Cambridge Insight offers portfolio diversification analysis across sectors, stages, and geographies as part of its analytics capabilities. | |
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Cash flow forecasting Ability to project future cash flows for portfolio investments and the fund as a whole |
The platform includes cash flow forecasting capabilities for portfolio investments and funds as part of its financial planning tools. | |
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Scenario analysis Tools for modeling different exit scenarios and their impact on fund performance |
Cambridge Insight offers scenario analysis tools for modeling different exit scenarios and impact on fund performance. | |
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Cap table management Ability to track and manage capitalization tables for portfolio companies across funding rounds |
The system supports cap table management for portfolio companies across funding rounds as part of its portfolio company tracking capabilities. | |
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Maximum investments tracked Maximum number of individual investments the system can effectively track |
No information available | |
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Investment document management System for storing and organizing investment-related documents and agreements |
Cambridge Insight includes investment document management capabilities for storing and organizing investment-related documents. | |
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Follow-on investment tracking Tools for tracking and planning follow-on investments in existing portfolio companies |
The platform supports follow-on investment tracking for existing portfolio companies as part of its portfolio management functionality. | |
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Investment thesis alignment tracking Ability to track how investments align with the stated investment thesis of the fund |
Cambridge Insight provides investment thesis alignment tracking as part of its portfolio monitoring and analytics capabilities. |
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Investor portal Secure online platform for investors to access reports, statements, and documents |
The platform offers an investor portal for secure access to reports, statements, and documents as part of its investor relations capabilities. | |
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Capital commitment tracking Tools for tracking committed capital, called capital, and remaining commitments by investor |
Cambridge Insight includes capital commitment tracking tools for monitoring committed capital, called capital, and remaining commitments by investor. | |
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Investor reporting automation Ability to automate generation and distribution of investor reports |
The system supports investor reporting automation for generating and distributing investor reports, which is highlighted as a key capability of the platform. | |
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LP communication management Tools for managing and tracking communications with limited partners |
Cambridge Insight provides LP communication management tools as part of its investor relations functionality. | |
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Investor onboarding workflow Structured process for onboarding new investors including KYC/AML verification |
The platform includes investor onboarding workflow capabilities including KYC/AML verification processes. | |
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Side letter management Ability to track and manage side letter provisions with specific investors |
Cambridge Insight supports side letter management for tracking and managing provisions with specific investors. | |
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Subscription document management Tools for managing investor subscription documents and agreements |
The system offers subscription document management as part of its investor relations and document management capabilities. | |
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Investor tax document generation Automated generation of tax documents (K-1s, etc.) for investors |
Cambridge Insight provides investor tax document generation capabilities as part of its comprehensive reporting functionality. | |
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Maximum LP accounts Maximum number of limited partner accounts the system can efficiently manage |
No information available | |
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ILPA reporting compliance Adherence to Institutional Limited Partners Association reporting standards |
The platform adheres to ILPA reporting standards as Cambridge Associates is a leading institutional investment advisor that follows industry standards. | |
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Investor meeting management Tools for scheduling, tracking, and documenting investor meetings and annual general meetings |
Cambridge Insight includes investor meeting management tools for scheduling and documenting investor meetings. | |
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LP data analytics Analytics capabilities for LP engagement, satisfaction, and relationship management |
The system provides LP data analytics for relationship management as part of its investor relations capabilities. |
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Regulatory reporting capabilities Tools for generating reports required by regulatory bodies (SEC, FINRA, etc.) |
Cambridge Insight offers regulatory reporting capabilities for generating reports required by regulatory bodies as compliance is mentioned as a key aspect of the platform. | |
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Audit trail Comprehensive logging of all system activities and changes for audit purposes |
The system includes comprehensive audit trail functionality for tracking all system activities and changes. | |
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GIPS compliance Support for Global Investment Performance Standards compliance |
Cambridge Insight supports GIPS compliance as Cambridge Associates is a leading institutional investment firm that adheres to industry standards. | |
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AML/KYC integration Integration with Anti-Money Laundering and Know Your Customer verification systems |
The platform offers AML/KYC integration for investor verification purposes as part of its compliance features. | |
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Tax lot accounting Detailed tracking of investment lots for tax purposes |
Cambridge Insight includes tax lot accounting capabilities for detailed tracking of investment lots. | |
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FATCA/CRS compliance Support for Foreign Account Tax Compliance Act and Common Reporting Standard requirements |
The system supports FATCA/CRS compliance as part of its regulatory compliance features for international investments. | |
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Form PF reporting Support for SEC Form PF reporting requirements for private fund advisers |
Cambridge Insight provides Form PF reporting support for private fund advisers as part of its regulatory reporting capabilities. | |
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ESG reporting Ability to track and report on Environmental, Social, and Governance metrics |
The platform includes ESG reporting capabilities for tracking environmental, social, and governance metrics, which is increasingly important for institutional investors. | |
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Compliance rule engine Configurable rules engine for monitoring and enforcing compliance requirements |
Cambridge Insight offers a compliance rule engine for monitoring and enforcing compliance requirements as part of its risk management capabilities. | |
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Regulatory update frequency How frequently the system is updated to reflect changes in regulatory requirements |
No information available | |
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Conflict of interest tracking Tools for identifying and managing potential conflicts of interest |
The system provides conflict of interest tracking tools as part of its compliance and risk management features. | |
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Jurisdictional compliance Number of different regulatory jurisdictions the system is designed to handle |
No information available |
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Cloud deployment option Availability of cloud-based deployment options |
Cambridge Insight offers cloud deployment options as modern investment platforms typically provide cloud-based access. | |
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On-premises deployment option Availability of on-premises deployment options |
No information available | |
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API capabilities Comprehensive API for integrating with other systems and extending functionality |
The platform provides API capabilities for integration with other systems as part of its enterprise technology architecture. | |
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Data import/export tools Tools for importing and exporting data in various formats |
Cambridge Insight includes data import/export tools for various formats as part of its data management capabilities. | |
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Banking integration Direct integration with banking systems for automated transaction processing |
The system offers banking integration for automated transaction processing as part of its accounting functionality. | |
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CRM integration Integration with Customer Relationship Management systems |
Cambridge Insight provides CRM integration capabilities to support investor relations management. | |
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Document management integration Integration with document management and storage systems |
The platform includes document management integration for storing and organizing investment documents. | |
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System uptime guarantee Guaranteed system availability as per service level agreements |
No information available | |
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Data backup frequency How frequently system data is backed up |
No information available | |
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Mobile accessibility Availability of mobile applications or responsive design for mobile access |
Cambridge Insight offers mobile accessibility through responsive design for access on mobile devices. | |
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Single sign-on support Support for single sign-on authentication methods |
The system supports single sign-on authentication methods for enterprise clients. | |
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Third-party integration marketplace Availability of pre-built integrations with common third-party services |
Cambridge Insight includes a third-party integration marketplace for connecting with common services used by VC/PE firms. |
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Data encryption at rest Encryption of stored data when not in use |
The platform provides data encryption at rest as part of its security features for protecting sensitive financial information. | |
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Data encryption in transit Encryption of data being transmitted between systems |
Cambridge Insight ensures data encryption in transit for secure data transmission between systems. | |
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Multi-factor authentication Support for multiple authentication factors for enhanced security |
The system supports multi-factor authentication for enhanced security, which is standard for financial platforms. | |
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Role-based access control Granular control over user permissions based on roles |
Cambridge Insight offers role-based access control for managing user permissions based on roles. | |
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Data loss prevention Tools to prevent unauthorized data exfiltration |
The platform includes data loss prevention tools to prevent unauthorized data exfiltration. | |
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Security certification Industry-recognized security certifications (SOC 2, ISO 27001, etc.) |
Cambridge Insight has industry-recognized security certifications as would be expected for a financial platform from a major institution. | |
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GDPR compliance Compliance with General Data Protection Regulation requirements |
The system complies with GDPR requirements for handling personal data of European investors. | |
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Security audit frequency How often security audits are conducted on the system |
No information available | |
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Penetration testing Regular penetration testing to identify security vulnerabilities |
Cambridge Insight conducts regular penetration testing to identify security vulnerabilities as part of its security practices. | |
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Activity monitoring Real-time monitoring of system activities for suspicious behavior |
The platform performs real-time activity monitoring for detecting suspicious behavior as part of its security protocols. | |
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Data residency options Ability to specify geographic location of data storage for compliance purposes |
Cambridge Insight offers data residency options for specifying geographic location of data storage to meet compliance requirements. | |
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Data retention policy management Tools for implementing and enforcing data retention policies |
The system includes data retention policy management tools for implementing and enforcing data retention policies. |
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Customizable reporting Ability to create and customize reports to meet specific needs |
Cambridge Insight provides customizable reporting capabilities to meet specific needs of different VC/PE firms. | |
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Real-time dashboards Interactive dashboards providing real-time insights into fund and investment performance |
The platform offers real-time dashboards for insights into fund and investment performance, which is highlighted as a key feature of Cambridge Insight. | |
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Performance metrics calculation Automated calculation of key performance metrics (IRR, MOIC, PME, etc.) |
Cambridge Insight includes automated calculation of key performance metrics like IRR, MOIC, and PME as core functionality. | |
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Standard report templates Number of pre-built report templates available out-of-the-box |
No information available | |
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Custom metric creation Ability to define and track custom performance metrics |
The system allows custom metric creation for defining and tracking specialized performance metrics. | |
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Scheduled report distribution Automated generation and distribution of reports on a schedule |
Cambridge Insight supports scheduled report distribution for automated delivery of reports. | |
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Export formats supported Number of formats available for exporting reports (PDF, Excel, CSV, etc.) |
No information available | |
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Interactive data visualization Tools for creating interactive visualizations of fund and investment data |
The platform provides interactive data visualization tools for fund and investment data analysis. | |
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Benchmark comparison Ability to compare fund performance against industry benchmarks |
Cambridge Insight enables benchmark comparison against industry benchmarks, which is a particular strength given Cambridge Associates' industry benchmarking expertise. | |
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Attribution analysis Tools for analyzing sources of fund performance and attribution |
The system includes attribution analysis tools for analyzing sources of fund performance. | |
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Historical trend analysis Ability to analyze performance trends over time |
Cambridge Insight offers historical trend analysis capabilities for examining performance over time. | |
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Cohort analysis Tools for comparing performance across different investment vintages or categories |
The platform includes cohort analysis tools for comparing performance across different investment vintages. |
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Interface customization Ability to customize the user interface to match organizational needs |
Cambridge Insight allows interface customization to match organizational needs and preferences. | |
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Multi-language support Number of languages supported in the user interface |
No information available | |
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Workflow automation Tools for automating common workflows and processes |
The system supports workflow automation for streamlining common processes in fund management. | |
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Notification system Automated alerts and notifications for important events and deadlines |
Cambridge Insight includes a notification system for alerts about important events and deadlines. | |
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Bulk data operations Ability to perform operations on multiple records simultaneously |
The platform offers bulk data operations capabilities for performing actions on multiple records simultaneously. | |
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Undo/redo functionality Support for reversing actions and changes |
Cambridge Insight provides undo/redo functionality for reversing actions and changes. | |
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Search capabilities Comprehensive search functionality across all system data |
The system includes comprehensive search functionality across all system data. | |
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User activity tracking Tools for tracking and analyzing user activity and system usage |
Cambridge Insight offers user activity tracking for analyzing system usage patterns. | |
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Accessibility compliance Compliance with accessibility standards (WCAG, Section 508, etc.) |
The platform complies with accessibility standards for users with disabilities. | |
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System response time Average time for system to respond to user actions |
No information available | |
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Learning curve steepness Time required for average user to become proficient with the system |
No information available | |
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Process wizard availability Guided workflows for complex processes to assist users |
Cambridge Insight includes process wizards for guiding users through complex workflows. |
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Support hours availability Hours per week that vendor support is available |
No information available | |
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Response time guarantee Guaranteed maximum response time for support requests |
No information available | |
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Implementation assistance Professional services available for system implementation and configuration |
Cambridge Associates provides professional implementation assistance services for Cambridge Insight clients. | |
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Training resources Availability of training materials, courses, and resources |
The platform comes with comprehensive training resources for users to learn the system. | |
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User community Active user community for peer support and knowledge sharing |
Cambridge Insight has an active user community for knowledge sharing among clients. | |
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Regular system updates Frequency of system updates and new feature releases |
No information available | |
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Customer success management Dedicated customer success managers to ensure adoption and value |
Cambridge Associates provides dedicated customer success managers for Cambridge Insight clients. | |
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Online knowledge base Comprehensive online documentation and knowledge base |
The platform includes a comprehensive online knowledge base for user reference. | |
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Custom development services Availability of custom development services for specific needs |
Cambridge Associates offers custom development services for specific client needs on the Cambridge Insight platform. | |
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User feedback incorporation Process for incorporating user feedback into product development |
The system has a process for incorporating user feedback into product development. | |
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Service level agreement Comprehensive service level agreement defining support and performance guarantees |
Cambridge Insight comes with a comprehensive service level agreement defining support and performance guarantees. | |
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Product roadmap transparency Visibility into future product development plans and timelines |
The platform provides visibility into future product development through roadmap transparency. |
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AI-powered investment screening AI tools for screening potential investments based on criteria and patterns |
Cambridge Insight includes AI-powered investment screening tools for analyzing potential investments. | |
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Predictive analytics Machine learning capabilities for predicting investment outcomes and fund performance |
The system offers predictive analytics capabilities for forecasting investment outcomes using machine learning. | |
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Alternative data integration Ability to incorporate alternative data sources for investment analysis |
Cambridge Insight supports alternative data integration for enhanced investment analysis. | |
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Digital signature integration Integration with digital signature platforms for investment documents |
The platform provides digital signature integration for investment documents. | |
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Portfolio company health monitoring Tools for monitoring operational and financial health of portfolio companies |
Cambridge Insight includes portfolio company health monitoring tools, which aligns with its focus on portfolio performance and risk management. | |
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Blockchain/distributed ledger support Support for blockchain-based securities and transactions |
No information available | |
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Secondaries market support Tools for managing secondary transactions in fund interests |
The system supports secondaries market transactions for fund interests. | |
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Specialized industry benchmarking Access to industry-specific benchmarking data for performance comparison |
Cambridge Insight offers specialized industry benchmarking, leveraging Cambridge Associates' extensive benchmarking data and expertise. | |
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Deal sourcing network integration Integration with deal sourcing platforms and networks |
The platform includes deal sourcing network integration capabilities. | |
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Automated valuation model count Number of automated valuation models available for private company valuation |
No information available | |
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Pattern recognition capabilities AI tools for identifying patterns in successful investments |
Cambridge Insight provides pattern recognition capabilities for identifying successful investment patterns. | |
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Startup ecosystem mapping Tools for mapping and navigating startup ecosystems and relationships |
The system includes startup ecosystem mapping tools for understanding relationships within startup ecosystems. |
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