Comprehensive portfolio monitoring, real-time analytics, custom dashboards, automated investor reporting, valuations, and data consolidation for venture capital funds.
Dashboards and reporting tools tracking key metrics, milestone achievement, and financial performance across the entire investment portfolio.
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API Integrations Supports connecting to external data sources (e.g., accounting platforms, CRM, bank feeds) via APIs. |
Fundwave Portfolio Monitoring supports API integration with external data sources such as CRMs, accounting platforms and bank feeds as per product documentation. | |
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Automated Data Imports Ability to schedule and automate data imports from multiple sources. |
Advertising mentions automated and scheduled data imports from multiple sources are supported. | |
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Manual Data Entry Allows users to manually input or adjust data if automatic feeds are unavailable. |
Manual data entry is available as a fallback for integrations, per product FAQ and onboarding documentation. | |
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Data Cleaning Tools Provides tools to validate, deduplicate, and standardize imported data. |
Fundwave states it performs data validation and data cleansing on imported records in its onboarding workflow. | |
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Data Consolidation Combines disparate datasets from multiple sources into a single portfolio view. |
Documentation clearly states data from multiple entities/sources is consolidated into a single portfolio view. | |
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Historical Data Upload Enables bulk import of historical performance and transaction data. |
Supports bulk import and upload of historical data per onboarding and support documentation. | |
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Custom Data Mapping Supports customizable mapping of new or unique data fields to standard platform fields. |
Product supports mapping custom data fields at import, as described in data integration documentation. | |
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Frequency of Data Sync How often the platform can synchronize data with external sources. |
No information available | |
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Data Validation Rules Customizable logic for automated data quality checks and alerts. |
Customizable data validation logic is featured in user guide and onboarding settings. | |
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Data Export Capabilities Allows data to be easily exported for analysis in external tools. |
Data can be exported for use in Excel, PDF, and other formats as per website and demo videos. |
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Customizable Dashboards Users can create dashboards tailored to their needs and preferences. |
Customizable dashboards are referenced throughout marketing material and documentation. | |
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Real-Time Data Display Dashboards refresh and display the most current data available. |
Dashboards update in real-time to reflect the latest available data. | |
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Drill-Down Capability Allows navigation from high-level metrics to detailed underlying data. |
Drill-down to underlying transactions from high-level financial and operational metrics is demonstrated in product videos. | |
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Preset Templates Offers ready-made dashboard templates for common portfolio views. |
Offers preset dashboard templates suitable for different fund types. | |
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Multi-Portfolio Views Ability to display and compare metrics across multiple funds or portfolios. |
Multiple portfolios can be segmented and compared on screen as per documentation. | |
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Data Visualization Types Range of available visualizations (e.g., charts, graphs, heatmaps). |
No information available | |
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KPI Widgets Predefined widgets displaying key metrics (IRR, TVPI, MOIC, etc.). |
KPI widgets for IRR, TVPI, MOIC etc. are shown in product screenshots and listed in feature set. | |
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Mobile Responsive Dashboards can be accessed and used effectively via mobile devices. |
Platform includes a mobile responsive web portal based on product materials. | |
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Custom Color Schemes Supports personalized branding via custom color palettes and logos. |
No information available | |
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Export & Sharing Options Can export dashboard views or embed them into presentations/reports. |
Dashboards and analytics can be exported and shared/embedded in reports or emails. |
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Financial Performance Metrics Automatic calculation of IRR, TVPI, DPI, MOIC and other common VC metrics. |
Automatically calculates IRR, TVPI, DPI, MOIC and other VC metrics as core functionality. | |
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Operational KPIs Tracks operational metrics such as burn rate, runway, ARR, MRR, etc. |
Tracks operational metrics such as burn, ARR, MRR as per their features list. | |
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Milestone Tracking Track achievement of milestones for each portfolio company. |
Milestone tracking is included for portfolio companies, as per product interface and marketing materials. | |
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Custom Metrics Definition Users can define custom metrics specific to their portfolio or strategy. |
Custom metrics can be defined per-portfolio or per-fund, as stated in user documentation. | |
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Automatic Metric Updates Metrics are auto-updated when new data is loaded. |
Metric values auto-update as new data is loaded, reflected in real-time dashboards. | |
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Benchmarking Tools Compare metrics against industry benchmarks or peer groups. |
Benchmarking against peer groups/market benchmarks is mentioned as a key analytic feature. | |
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Trend Analysis Visualizes changes in metrics over time. |
Trend analysis and longitudinal dashboards are explicitly offered. | |
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Alerting on KPI Variance Configurable notifications when metrics cross critical thresholds. |
No information available | |
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Scenario Modeling Simulate effects of various growth, fundraising, or exit scenarios on metrics. |
No information available | |
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Tagging & Grouping Tag companies and group data for custom cohort analysis. |
No information available |
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Scheduled Reporting Generate and distribute reports automatically on a set schedule. |
Reports can be scheduled for recurring automated distribution per documentation. | |
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Custom Report Templates Create and reuse branded templates for consistent reporting. |
Custom report templates are supported allowing branded consistent reporting. | |
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Drag & Drop Report Builder User-friendly interface for assembling custom reports from data widgets. |
Reports can be constructed via drag & drop visual interface, demonstrated in training videos. | |
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Collaboration Tools Allows teams to comment on, edit, and share draft reports. |
Collaboration tools like comments and shared workspaces for reporting are included as per materials. | |
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PDF and Excel Export Export reports to common formats for distribution or further analysis. |
Reports can be exported to PDF and Excel per site and FAQ. | |
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Direct Sharing/Email Send reports directly from within the platform via email or link sharing. |
Direct email report sharing via the platform is described as a core feature. | |
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Audit Trail of Reports Keeps version history and access logs for compliance. |
No information available | |
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Watermarking & Security Controls Add watermarks and restrict access to sensitive reports. |
No information available | |
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Multi-Language Support Generate reports in multiple languages to serve global LPs. |
No information available | |
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Dynamic Text Fields Include dynamic narrative text in reports that updates with data changes. |
No information available |
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Task Management Assign and track tasks related to data collection, reporting, or follow-ups. |
No information available | |
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Commenting & Annotations Users can comment or annotate on charts, metrics, and reports. |
Users can comment directly on dashboards and reports, supporting collaboration. | |
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Role-Based Access Set permissions on data and feature access by user role. |
Role-based and granular user permissions are described in security documentation. | |
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Calendar Integration Integrate tasks and reporting schedules with external calendars. |
No information available | |
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Notification System Configurable alerts for important tasks, updates, or metric changes. |
The product has notification capabilities (e.g., reminders, KPI variance alerts) via email/mobile. | |
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Approval Workflows Require and track approvals for critical edits and report releases. |
No information available | |
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Shared Workspaces Dedicated spaces for team projects, dashboards, or company reviews. |
Supports shared workspaces for team dashboards and company reviews, in line with collaborative workflows. | |
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Version Control Track changes and maintain history of edits to data and reports. |
Version control and edit-history for reports and dashboards are mentioned in user documentation. | |
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In-Platform Messaging Secure chat or messaging features for collaboration within the platform. |
No information available | |
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External User Invites Allows portfolio companies or advisors to access select dashboards or uploads. |
External advisors/portfolio companies can receive access to select dashboards via permissions/invites. |
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Data Encryption All data is encrypted at rest and in transit. |
Data is encrypted at rest and in transit. This is mandated by their security page and compliance policies. | |
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Two-Factor Authentication Supports 2FA for all user logins. |
Fundwave supports 2FA for user logins, based on compliance documentation. | |
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SSO/SAML Integration Supports Single Sign-On for enterprise identity management. |
Single Sign-On (SSO/SAML) support is included for enterprise clients. | |
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Activity Logging Detailed audit trail of all user activity and data changes. |
Audit trail and activity logging are compliance features of the platform. | |
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GDPR Compliance Structured for compliance with major data privacy laws (incl. GDPR, CCPA, etc.). |
Platform is designed with GDPR and major privacy law compliance per legal documentation. | |
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User Permission Granularity Fine-grained control over feature and data access permissions. |
Fine-grained permissions enable granular control over access by user type/role. | |
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Data Residency Options Allows selection of preferred data storage regions for compliance. |
No information available | |
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Regular Vulnerability Scanning Conducts frequent automated security scans and external audits. |
No information available | |
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Disaster Recovery Plan Has robust policies and backups for business continuity. |
Disaster recovery/business continuity policy referenced in compliance section. | |
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Role Auditing Tools Facilities for regular review of user roles and permissions. |
No information available |
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Custom Field Creation Users can add and define new fields for data entry and reporting. |
Users can create and define custom fields for data entry/reporting per customization documentation. | |
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Custom Workflows Configure specific workflows to match the firm’s investment processes. |
Custom investment lifecycle workflows are configurable as per onboarding. | |
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Branding Support Platform can be customized to reflect the firm’s logo and style. |
Platform supports branding customization including logo and color schemes. | |
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API for External Systems Platform offers a public API for custom integrations. |
Public API allows for external integration by clients as detailed in product developer documentation. | |
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Plugins/Marketplace Supports third-party extensions or plugins for added functionality. |
No information available | |
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Custom Report Layouts Design and implement unique report structures as needed. |
Custom report layouts are supported for bespoke reporting requirements. | |
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White Labeling Full white-label options for client-facing interfaces. |
No information available | |
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Scriptable Automation Allows scripting/automation of repetitive or complex processes. |
No information available | |
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Support for Multiple Currencies Track and report in multiple currencies with conversion tools. |
Fundwave enables multi-currency tracking and conversion for global VC portfolios. | |
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User-Defined Triggers Set custom triggers to automate alerts or workflow steps. |
No information available |
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Portfolio Company Portal Portal for company management teams to enter data and receive feedback. |
Portfolio company portal exists for management teams to submit data and feedback. | |
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Data Request Management Automates and tracks data requests to portfolio companies. |
Product automates and tracks requests for performance and financial data from companies. | |
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Progress Surveys Send customizable surveys to companies to capture qualitative and quantitative updates. |
Platform includes survey tools for both qualitative and quantitative data collection. | |
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Pre-Population of Fields Pre-fills returning surveys with prior data to reduce company workload. |
No information available | |
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Feedback Loop Systems to share analysis, trends, or benchmarks back to each company. |
Feedback and analysis can be shared back to portfolio companies. | |
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Document Uploads Companies can attach supporting documentation through the platform. |
Portfolio companies can upload compliance, financial, and KPI documents. | |
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Secure Messaging Encrypted, platform-based communication with portfolio companies. |
Encrypted, secure messaging between fund and portfolio company users is supported. | |
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Deadline Reminders Automatic deadline reminders sent to company users. |
Automatic deadline reminders are sent to company users/contacts. | |
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Participation Tracking Tracks participation and response rates across companies. |
Tracks participation and response rates from portfolio companies for requests/surveys. | |
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Permissioned Data Sharing Control which data is visible to company teams vs. investors. |
Fine-grained permissioning allows control over data visibility for portfolio companies/investors. |
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Concurrent User Support Maximum number of users who can be actively logged in simultaneously. |
No information available | |
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Uptime Guarantee SLA percentage for minimum platform uptime. |
No information available | |
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Max Portfolio Size Total number of companies the platform can effectively support. |
No information available | |
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Report Generation Speed Average time to prepare standard portfolio reports. |
No information available | |
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Query Response Time Average data query (dashboard refresh) response time. |
No information available | |
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Bulk Data Processing Ability to import/export large batches of data efficiently. |
Platform handles bulk uploads/exports for historical and current data as a standard feature. | |
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Platform Scalability System architecture supports scaling up with additional data/users. |
Platform is architected for high scalability per website (serves large multi-fund/multi-user GPs). | |
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Cloud Hosting Platform is hosted in a secure and scalable cloud environment. |
Cloud SaaS platform, hosted in secure, scalable AWS environments. | |
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Load Balancing Employs techniques to distribute load for optimal performance. |
No information available | |
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Regular Performance Reviews Provider supports periodic performance monitoring and optimization. |
No information available |
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Dedicated Account Manager A specific person/team for ongoing account support. |
Dedicated customer/implementation managers provided for onboarding and ongoing support. | |
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Onboarding Services Structured onboarding for initial data migration and process setup. |
Structured onboarding, data migration and user set up are provided upon subscription. | |
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Knowledge Base/Documentation Comprehensive and up-to-date support articles and user guides. |
Online knowledge base and documentation are extensive and regularly updated. | |
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Live Chat Support Real-time chat support during business hours. |
Live chat support covered in support section of the website. | |
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24/7 Emergency Support Around-the-clock emergency technical support. |
No information available | |
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Training Programs Structured user training (live sessions, videos, webinars). |
On-demand/structured onboarding and webinar-based training for users is provided. | |
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Community Forums Active online forums for best practices sharing and issue resolution. |
No information available | |
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Feedback & Roadmap Input Channel for users to propose and vote on new feature ideas. |
User input and feature requests are incorporated into the ongoing product roadmap. | |
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Implementation Time Typical number of weeks/months to complete initial implementation. |
No information available | |
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Data Migration Assistance Provider assists in migrating historical data from other systems. |
Provider assists with migration of data from legacy systems during onboarding. |
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Transparent Pricing All pricing is published or explained clearly before purchase. |
Transparent pricing documentation/quotes available before purchase. | |
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Tiered Subscription Models Pricing options based on number of users, portfolios, or features. |
Tiered subscription pricing exists for number of portfolios/funds/users. | |
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Volume/Portfolio Discounts Discounts available for larger portfolios or multiple funds. |
Volume discounts disclosed for multi-portfolio clients. | |
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Annual/Monthly Billing Options Allows flexibility in billing cycles. |
Annual and monthly billing flexibility is provided. | |
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No Long-Term Lock-In Option for month-to-month or pay-as-you-go contracts. |
No long-term contract requirement, monthly or annual options available. | |
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Free Trial/POC Option to trial the platform before committing. |
Free trial is available on request for new clients. | |
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Custom Contract Options Negotiable contract terms (i.e., for migrations, custom integrations, or pilots). |
Contracts can be customized for large implementations/migrations. | |
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Simple per-User/Company Fees Easy-to-understand fee structures per user, company, or LP. |
No information available | |
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Implementation Costs Published Any onboarding or setup costs are clearly described. |
Setup/onboarding and implementation costs are published and quoted up front. | |
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Cancellation Policy Clear, fair policy on contract termination and refunds. |
Scope and process for contract cancellation is clearly defined and published. |
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