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Equidam Valuation Software from Equidam

Enables businesses to conduct valuations based on recognized methodologies, facilitating equity management and investor relations.

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Product analysis by function

Compensation Management Solutions for Operations and Finance

Software for managing complex compensation structures including carried interest, co-investment, and performance-based components.
More Compensation Management Solutions More Operations and Finance ...

Compensation Structure Flexibility
(0 Yes /0 Known /13 Possible features)

Data and Workflow Integration
(0 Yes /0 Known /10 Possible features)

Reporting and Analytics
(0 Yes /0 Known /11 Possible features)

User and Stakeholder Management
(0 Yes /0 Known /9 Possible features)

Security and Compliance
(0 Yes /0 Known /9 Possible features)

Calculation Engine Performance
(0 Yes /0 Known /8 Possible features)

Audit and Transparency
(0 Yes /0 Known /6 Possible features)

Configurability and Customization
(0 Yes /0 Known /7 Possible features)

Scalability and Deployment Options
(1 Yes /1 Known /7 Possible features)

Support and Vendor Services
(0 Yes /0 Known /9 Possible features)

Internationalization and Regulatory Support
(2 Yes /2 Known /7 Possible features)

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Carried Interest Configuration Ability to define and manage carried interest arrangements, including tiers, hurdles, and vesting schedules.		No information available
Co-investment Tracking Support for setting up, tracking, and reporting on co-investment programs for different stakeholders.		No information available
Performance Bonus Modeling Allows creation and management of performance-based bonus structures based on fund metrics.		No information available
Management Fee Calculation Automated calculation of management fees based on fund agreements and capital commitments.		No information available
Multiple Comp Plan Templates Provides pre-built and customizable templates for various compensation structures.		No information available
Pro Rata Allocations Handles pro rata allocations of profits and losses among participants.		No information available
Waterfall Distribution Modeling Ability to set up and model distribution waterfalls, including complex multi-tiered structures.		No information available
Custom Vesting Schedules Support for multiple custom vesting schedules based on user-role or position.		No information available
Retroactive Adjustments Can accommodate changes to compensation plans and recalculate past payments accordingly.		No information available
Granular Stakeholder Definition Allows defining compensation at the individual, team, or entity level.		No information available
Integration with Legal Agreements Ability to link compensation modules with legal document management for consistency.		No information available
Multi-Fund Support Enables compensation tracking across multiple funds or SPVs simultaneously.		No information available
Deferred Payment Support Ability to structure and automate deferred compensation arrangements.		No information available

API Integration Supports integration via API with accounting systems, portfolio management, and HR platforms.		No information available
Real-time Data Sync Automated syncing of compensation data with transaction and performance datasets.		No information available
Import/Export Capability Robust import and export tools for bulk data handling.		No information available
Notification and Alerting Automated alerts/notifications for key compensation events and deadlines.		No information available
Workflow Automation Configurable workflows to automate approval, review, and payout processes.		No information available
Document Management Integration Links compensation records with legal/HR documents.		No information available
Third-Party Data Feeds Support for ingesting and processing data from external sources (e.g., Bloomberg, PitchBook).		No information available
Data Validation Rules Enforces configurable data quality and validation rules during integration.		No information available
Batch Processing Capability Handles large volumes of compensation calculations or updates in batch processing mode.		No information available
SFTP/FTPS Support Secure file transfer protocol support for bulk data movement.		No information available

Custom Dashboard Creation User-configurable dashboards for key compensation metrics.		No information available
Real-time Performance Analytics Instant analytics of carried interest, investments, and bonus accruals.		No information available
Compliance Reporting Pre-built reports to facilitate regulatory or internal compliance checks.		No information available
Drill-Down Capability Users can drill down from aggregate data to individual compensation records.		No information available
Export to Excel/CSV/PDF Flexible download/export options for reports.		No information available
Scheduled Reporting Ability to automatically schedule and deliver reports.		No information available
Custom Calculated Metrics Users may define custom fields and metrics for advanced reporting.		No information available
Historical Data Analysis Retention and analysis of compensation history and trends.		No information available
Access-Controlled Reporting Restricts reporting visibility based on user role.		No information available
Visualization Tools Built-in charting and graphing capabilities.		No information available
Complex Waterfall Analysis Detailed simulation and review of distribution waterfalls.		No information available

Role-based Access Control Granular permissions based on position, fund, or portfolio.		No information available
Multi-Stakeholder Handling Manages complex relationships among partners, employees, investors, and advisors.		No information available
Self-Service Portals Stakeholders can view their compensation, statements, and documents.		No information available
Audit Trail Comprehensive logs of user actions and system changes.		No information available
Delegated Administration Allows for delegated or distributed administration over compensation plans.		No information available
Bulk User Management Ability to onboard, update, or offboard multiple users at once.		No information available
Single Sign-On (SSO) Supports enterprise SSO for streamlined and secure logins.		No information available
Group Permissions Permissions and configurations can be set by user groups.		No information available
Two-Factor Authentication Adds extra security for user logins and sensitive actions.		No information available

Data Encryption Encrypts all compensation data at rest and in transit.		No information available
SOC 2/ISO 27001 Certification Product and infrastructure adhere to major security standards.		No information available
GDPR/CCPA Tools Built-in controls for privacy regulations like GDPR, CCPA.		No information available
User Activity Monitoring Continuous monitoring of user activity for suspicious behavior or breaches.		No information available
Customizable Data Retention Policies Firms can set retention periods as required by regulation or policy.		No information available
Security Incident Alerts Immediate notification of potential security incidents.		No information available
Role-based Data Masking Sensitive data is masked based on user roles.		No information available
Comprehensive Audit Logging All system actions and data changes are logged for audit purposes.		No information available
Customizable User Permissions Admins can define custom roles and corresponding privileges.		No information available

Real-time Calculation Speed Average latency for processing compensation and distribution calculations.		No information available
Batch Processing Throughput Number of compensation records processed per minute in bulk/batch mode.		No information available
Scalability System’s ability to handle increases in user and transaction volume without performance degradation.		No information available
Error Rate Frequency of calculation errors detected in system output.		No information available
Auditability of Calculation Full traceable logs for each calculation iteration.		No information available
Support for Multi-Currency Calculations Ability to process compensation in multiple currencies, with real-time FX rates.		No information available
Parallel Processing Capability Utilizes parallel processing for faster computation at scale.		No information available
Automated Exception Handling Automatically identifies and resolves calculation exceptions wherever possible.		No information available

Full Historical Audit Trail Tracks every change to compensation data and structure.		No information available
Detailed Change Logs Logs specifying what, when, and by whom each change was made.		No information available
Read-Only Audit Reports Reports that can be shared externally for compliance or partner review.		No information available
Access Reports Lists users who have accessed/key compensation records.		No information available
Anonymized Participant Reports Generates anonymized summaries for stakeholder review.		No information available
Time-stamped Workflow Tracking Each step in a compensation decision/workflow is time and user-stamped.		No information available

Custom Field Support Admins and users can define custom attributes for compensation records.		No information available
Configurable Approval Workflows Flexible workflow builder for multi-step approvals.		No information available
White-labeling Custom branding and client-facing experience.		No information available
Localization Support Supports multiple languages and regional data formats.		No information available
Role-based Dashboard Customization Dashboards and widgets can be personalized by user/role.		No information available
Formula Builder for Calculations GUI-driven or scriptable custom calculation logic.		No information available
Custom Notifications Define custom triggers and recipients for system alerts.		No information available

Cloud Deployment Product is available as a SaaS/cloud service.		Equidam Valuation Software is delivered as SaaS/cloud, per https://www.equidam.com/valuation-software/
On-premises Deployment Supports on-premises installation if preferred.		No information available
Multi-Tenant Architecture Supports multiple fund or firm entities in one environment.		No information available
Elastic Resource Scaling Resources scale up or down based on workload automatically.		No information available
Mobile Accessibility Full or partial feature set available on mobile devices.		No information available
Disaster Recovery/Backup Automated backup and disaster recovery features.		No information available
Geo-Redundancy Supports geographically distributed redundancy for high availability.		No information available

24/7 Support Availability Round-the-clock customer support service.		No information available
Dedicated Account Manager Assigned account manager for ongoing support and relationship management.		No information available
SLAs (Service Level Agreements) Explicit commitments for uptime, response, and resolution times.		No information available
Comprehensive Onboarding/Training Product-specific onboarding and user training materials/events.		No information available
User Community and Forums Online resources for peer learning and support.		No information available
Annual Product Roadmap Updates Regular updates on product development and planned enhancements.		No information available
Professional Services Team Vendor offers implementation and customization services.		No information available
Customer Success Analytics Tools for monitoring product usage and satisfaction.		No information available
In-app Help and Guided Tours Product includes built-in tips, guides, and tutorials.		No information available

Multi-Currency Support Product can handle compensation in multiple currencies.		Equidam supports multi-currency valuations for international clients, per their platform documentation and global investor support.
Country-Specific Tax Calculation Automates calculation and reporting of local tax withholdings and liabilities.		No information available
Regulatory Compliance Templates Pre-built templates for ICO, AIFMD, SEC, or other local regulations.		No information available
Local Language Reporting Built-in support for report generation in local languages.		No information available
Cross-border Payment Support Supports compliant compensation payment to global stakeholders.		No information available
International Date/Number Formats Records and reports can use local standards for numerical and date/time data.		Equidam allows users to select native date and number formats per country, supporting international reporting standards.
Country-specific Document Management Manage country-specific statutory and supporting documents for compensation.		No information available

Equidam Valuation Software from Equidam

Product analysis by function

Compensation Management Solutions for Operations and Finance

Compensation Structure Flexibility (0 Yes /0 Known /13 Possible features)

Data and Workflow Integration (0 Yes /0 Known /10 Possible features)

Reporting and Analytics (0 Yes /0 Known /11 Possible features)

User and Stakeholder Management (0 Yes /0 Known /9 Possible features)

Security and Compliance (0 Yes /0 Known /9 Possible features)

Calculation Engine Performance (0 Yes /0 Known /8 Possible features)

Audit and Transparency (0 Yes /0 Known /6 Possible features)

Configurability and Customization (0 Yes /0 Known /7 Possible features)

Scalability and Deployment Options (1 Yes /1 Known /7 Possible features)

Support and Vendor Services (0 Yes /0 Known /9 Possible features)

Internationalization and Regulatory Support (2 Yes /2 Known /7 Possible features)