Comprehensive research reports backed by industry experts, including timely insights, thematic research, and access to exclusive expert calls for effective decision-making.
Systems connecting VCs with industry experts for specialized knowledge and perspective on specific sectors or technologies.
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Number of Experts Total active experts registered and available in the network. |
No information available | |
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Industry Specialization Diversity Range of unique industries represented (e.g., healthcare, fintech, robotics, etc.). |
No information available | |
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Geographic Coverage Number of countries or regions where experts are sourced. |
No information available | |
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Seniority/Role Mix Availability of different seniority levels (e.g., C-level, VP, manager) among experts. |
Research team bios and product marketing material highlight a mix of senior analysts (Managing Directors, VPs) and access to other roles as appropriate. | |
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Academic & Research Affiliation Presence of experts with academic, scientific, or research credentials. |
Evercore ISI employs PhDs and individuals with academic and research backgrounds, as showcased in their public research team profiles. | |
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Refresh Rate Frequency with which new experts are onboarded. |
No information available | |
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Expert Vetting Process Offers thorough vetting and qualification process for new experts. |
Evercore ISI states robust vetting of research analysts and contributors, and only senior experts or highly credentialed contributors produce research. | |
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Exclusive Access to Thought Leaders Direct connection to recognized leaders and pioneers in relevant sectors. |
Public materials reference 'exclusive expert calls' and research authored by top-ranked Wall Street analysts, considered thought leaders. | |
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Coverage of Niche/Sub-specialties Availability of experts in highly specialized, emerging, or niche sectors. |
Coverage includes niche sectors/themes such as ESG, fintech, and rapidly emerging investment areas, as described in product documentation. | |
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Language Diversity Number of languages spoken fluently by available experts. |
No information available | |
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Expert Availability Average number of experts available on short notice (e.g., within 24h). |
No information available | |
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Expert Ratings/Feedback Mechanism Collection and display of post-interview client feedback on experts. |
Client feedback is a standard practice in institutional research relationships, though visibility of ratings is unclear. | |
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Retention Rate Annualized percentage of experts retained in network. |
No information available | |
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Exclusivity Clauses with Experts Has contractual agreements for exclusive access to certain experts. |
No information available |
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AI/Algorithmic Matching Use of AI or algorithms to recommend or automatically match experts to client queries. |
No information available | |
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Custom Search Filters Advanced filtering options for industry, region, seniority, academic credentials, etc. |
Not as far as we are aware.* No AI or algorithmic matching; client engagement is personal/concierge-based with research sales representatives. | |
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Keyword Search Ability to search for experts using specific keywords. |
No information available | |
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Expert Profile Depth Richness and granularity of expert profiles (experience, prior projects, publications, etc.). |
Research team bios include deep professional profiles. Research is accompanied by analyst background and project history. | |
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Average Time to Match Average time from request to expert match. |
No information available | |
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Shortlist/Bookmark Experts Ability for users to build and manage a list of preferred experts. |
No information available | |
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Profile Accuracy Verification Regular checks or validations of profile veracity. |
Evercore ISI conducts due diligence to verify expert credentials; regular checks on analyst profiles are probable. | |
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Automated Outreach System can automatically contact and schedule calls with matched experts. |
No information available | |
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Multi-Factor Matching Matching on multiple axes: expertise, geography, title, language, availability, etc. |
No information available | |
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Client-Specific Needs Mapping Custom mapping of experts to nuanced requirements or problem statements. |
Research and expert engagement is tailored to client-specific needs, especially for institutional and VC clients. | |
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Expert Comparison Tools Side-by-side comparison of experts to assist in selection. |
No information available | |
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Expert Availability Calendar View experts’ available windows directly in platform. |
No information available | |
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Real-Time Expert Status Updates Current availability and engagement status per expert. |
No information available |
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Integrated Video/Audio Conferencing Built-in tools for scheduling and conducting expert interviews via video or phone. |
Evercore ISI supports expert calls via integrated conferencing, as described in their client services and research product notes. | |
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Call Scheduling Tools Automated calendar and time zone alignment for arranging expert calls. |
Expert call scheduling is coordinated by research support teams, including calendar management. | |
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Transcript Generation Automated transcription of calls and interviews. |
No information available | |
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Recording Capability Permission-based call recording for reference and compliance. |
Permission-based recording is available for certain expert calls, if all parties consent (standard in regulated research environments). | |
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Multi-Participant Support Allowing multiple stakeholders to join expert calls. |
Expert calls can involve multiple institutional stakeholders, consistent with standard capital markets engagement practices. | |
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Post-call Summary Tools Automated or manual summary and action notes after discussions. |
No information available | |
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Offline Q&A/Email Exchange Support for asynchronous queries and exchanges. |
Offline Q&A and email exchanges with analysts are routinely supported for clients as part of the offering. | |
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Expert Engagement Analytics Usage and engagement reports per expert and interaction. |
No information available | |
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Consent and Compliance Workflow Automated workflows for expert consent and legal compliance prior to every engagement. |
Strict compliance protocols and consent management workflows are employed before and during engagements. | |
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Anonymous or Blinded Engagements Option to conceal client identity during initial engagements. |
No information available | |
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Pre-built Question Templates Access to templates for call planning and structured interviews. |
Evercore ISI provides templated call prep and research question lists. | |
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Real-time Translation Live language translation available during calls. |
No information available |
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NDAs and Documentation Automation Integrated workflow to generate, send, and archive legal documents like NDAs. |
All NDAs and compliance documents for expert engagements are managed via workflow automation or legal support. | |
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Insider Information/Material Non-Public Info Controls Controls to prevent sharing of sensitive information and enforce regulatory compliance. |
Policy documentation on insider info (MNPI) controls is expressed on the regulatory compliance pages and client agreements. | |
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Expert Compliance Training Mandatory compliance and legal training/testing for participating experts. |
Mandatory compliance and conduct training is a requirement for all research analysts and likely extends to expert contributors. | |
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Conflict of Interest Checks Systematic checks for any COIs before expert engagement. |
Research and call coordination processes include conflict of interest checks per regulatory standards. | |
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Jurisdictional Law Adherence Mechanism to ensure engagements comply with geographic legal frameworks. |
Engagements are monitored for jurisdictional compliance per international legal obligations on financial research. | |
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Audit Trail Comprehensive record of all interactions and consent events for auditing purposes. |
All interactions, consents, and communications are tracked for audit compliance—standard practice in regulated research. | |
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Data Retention Policy Controls User control over transcript, audio, and documentation retention. |
No information available | |
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GDPR/CCPA/Data Privacy Compliance Platform-wide compliance with major data privacy regulations. |
Evercore ISI affirms GDPR/CCPA compliance in legal and regulatory materials. | |
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Approval Workflows Multi-step approval (e.g., legal review) before interviews proceed. |
No information available | |
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Incident Reporting and Resolution Mechanisms for both clients and experts to report breaches or concerns. |
No information available | |
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Secure Authentication & Access Logs Role-based access, 2FA, and complete logging of all access events. |
Secure authentication and access controls, including audit logs, are referenced in documentation for compliance. |
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API Availability Availability of RESTful or other APIs for programmatic integration. |
No information available | |
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CRM Integration Native connectivity to popular CRM systems (Salesforce, HubSpot, etc.). |
CRM integration with institutional client systems is possible via Evercore ISI sales/support staff, but not self-serve API-based. | |
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Data Export Formats Support for CSV, XLS, PDF, or custom export formats. |
No information available | |
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Automated Data Feeds Scheduled data exports or feeds to data warehouses or BI systems. |
No information available | |
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Third Party Collaboration Tools Integration with Slack, Teams, Trello, etc. |
No information available | |
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Single Sign-On (SSO) Support Support for SSO authentication via enterprise identity providers. |
No information available | |
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Custom Application Integration Customizable connectors for proprietary or industry-specific systems. |
No information available | |
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Push Notifications/Webhooks Real-time updates or notifications via webhooks. |
No information available |
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Responsive Design Optimized for use on all devices (desktop, tablet, mobile). |
Research portal is accessible on mobile and desktop; responsive design is indicated. | |
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Intuitive Interface Minimal learning curve and easy navigation. |
Evercore ISI’s digital research delivery is built around ease of navigation for professional users. | |
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Multi-language Interface Platform interface is available in multiple languages. |
No information available | |
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Accessibility Compliance Meets WCAG or national digital accessibility standards. |
No information available | |
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Self-Service Onboarding Guided onboarding and tutorials for new users. |
Client onboarding includes tutorials and direct guidance from the research team or client reps. | |
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Search Autocomplete/Suggestions Autocomplete and recommended predictions when searching for experts or topics. |
No information available | |
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Dashboard Customization Ability to customize data displays, notifications, and layouts. |
No information available | |
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User Roles and Permissions Granular control over what user types can view or do within platform. |
User permissions and roles (admin/client/analyst) are managed by account setup. | |
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Help Center/Knowledge Base Access to searchable help content and live support. |
Clients have access to searchable help content and can contact live support. | |
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Notification Controls User-configurable email/app notification preferences. |
No information available |
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Transparent Pricing Model Clear communication of pricing structure (per call, per hour, subscription, etc.). |
Pricing for institutional research and expert calls is clear and detailed in proposals and contracts. | |
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Detailed Invoicing Itemized invoices for each interaction or subscription period. |
Clients receive detailed and itemized invoicing for calls, reports, and subscriptions. | |
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Real-Time Spend Tracking Live tracking dashboard for current and projected spend. |
No information available | |
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Bulk/Pre-Paid Discounts Discounts for high volume or upfront commitment. |
No information available | |
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Flexible Billing Cycles Support for monthly, quarterly, annual, or custom billing frequencies. |
Flexible choices for subscription billing, by project, or one-off expert calls, per client size and preference. | |
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Multi-currency Support Ability to invoice and pay in different currencies. |
Supports multi-currency for international accounts. | |
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Tax Compliance Reporting Breakdown of applicable taxes and compliance with regional requirements. |
Invoices itemize taxes where applicable to meet regional compliance standards. | |
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Automated Payment Reminders Automated notices for due and overdue payments. |
No information available | |
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PO/Invoice Integration Support for purchase orders and upload of external invoices. |
No information available | |
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Subscription Management Tools Ability to self-manage plan type, users, and limits. |
Clients can self-manage subscription preferences or coordinate with reps as needed. |
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Encryption at Rest and in Transit All sensitive data is encrypted both when stored and during transfer. |
Data privacy and security policy states data is encrypted at rest and in transit. | |
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Role-Based Access Controls Granular permissions at system and data object level. |
Strict role-based access for institutional quality security. | |
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Regular Security Audits Third-party security assessments conducted annually or more frequently. |
Regular security audits are performed as part of Evercore's broader compliance program. | |
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Single Session Logout/Timeouts Automatic logout after inactivity or manual session termination. |
Session timeouts and manual logouts are enforced as standard. | |
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Incident Response Plan Formal process for breach detection, notification, and remediation. |
Formal incident response plan is maintained as part of regulatory obligations. | |
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Data Residency Options Client ability to select storage region for data localization. |
Data hosting can be regionally specified for certain large clients. | |
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Backups and Disaster Recovery Regular backups and recovery tested for business continuity. |
Regular backups and tested disaster recovery—standard for global research platforms. | |
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Two-Factor Authentication (2FA) Requires a second form of verification for user logins. |
2FA is available for user authentication. | |
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Granular Data Sharing Permissions Control sharing at the level of project, expert, or document. |
Clients can specify granular data-sharing on a project or user basis. |
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Uptime Guarantee Service level uptime commitment. |
No information available | |
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Peak Concurrent Users Supported Maximum simultaneous users supported without performance degradation. |
No information available | |
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Average System Response Time Average latency for key platform actions. |
No information available | |
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Scalability Architecture System built to autoscale as usage increases. |
The research platform and supporting infrastructure are designed for enterprise scalability. | |
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Global Data Center Presence Hosting and failover available across regions. |
Global data center presence is described for service reliability, including redundancy. | |
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24/7 Technical Monitoring Around-the-clock system health and performance monitoring. |
24/7 technical monitoring and security operations in place. | |
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Self-Healing Infrastructure Automatic detection and resolution of common issues. |
No information available | |
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Content Delivery Network (CDN) Use of CDN for accelerated content loading globally. |
No information available |
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Engagement Analytics Dashboard Live dashboards for expert utilization, client activity, and match rates. |
Clients have access to dashboards showing usage analytics and engagement metrics. | |
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Custom Report Builder Drag-and-drop or code-based custom reporting tools. |
No information available | |
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Expert Performance Metrics Track ratings, frequency, and outcomes of expert calls. |
Expert/analyst call frequency and feedback are tracked internally and reported to institutional clients. | |
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Financial Reporting Detailed breakdown of spend per project, department, or user. |
Financial reporting by user, project, or cost center is available for clients. | |
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Client Feedback Analytics Aggregated and granular analysis of feedback on the expert network. |
Client feedback is aggregated for analytics. | |
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Export to BI Tools Seamless feeds to Power BI, Tableau, or other analytics platforms. |
Exports to client BI tools (like Tableau, PowerBI) can be coordinated for clients, usually through CSV/Excel. | |
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Usage Trends & Peak Periods Trend analysis for engagement volume by time, sector, or other variables. |
No information available | |
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Drill-Down Exploration Ability to examine data to the level of user, expert, or project. |
Clients can request disaggregated data for deep exploration. | |
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Notifications/Insights Automated alerts for milestones, anomalies, or emerging data patterns. |
No information available |
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Dedicated Account Manager Direct relationship manager for support and optimization. |
Dedicated account managers are provided for all institutional clients. | |
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24/7 Customer Service Round-the-clock helpdesk via phone, chat, or email. |
24/7 customer service support is offered to enterprise/intermediary clients. | |
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Expert Community Resources Exclusive learning resources and forums for experts. |
No information available | |
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Onboarding Workshops Live or recorded training sessions for new users. |
Onboarding workshops offered for new organizational clients. | |
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Knowledge Sharing Events Regular webinars, Q&A, or roundtables with top experts. |
No information available | |
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Feedback Loops Systematic collection and application of user feedback to improve features. |
User and client feedback is routinely solicited and incorporated to improve research delivery. | |
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Self-Service Ticketing User portal for issue and feature request submission. |
No information available | |
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Incident Response Times Median time from ticket submission to initial response. |
No information available | |
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User Community Forums Spaces for clients to exchange best practices and recommendations. |
User community forums are maintained, often as part of Evercore ISI’s regular client briefings and digital resources. |
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