Equidam Valuation & Deal Comparison from Equidam

Generates multi-method valuations, financial projections, comparative deal reports, dashboards, and investment scenario analyses aligned for committee review.

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Product analysis by function

Deal Comparison Tools for Investment Committee

Software for comparing multiple investment opportunities across standardized criteria, historical benchmarks, and strategic priorities.
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Data Integration & Aggregation
(0 Yes /0 Known /12 Possible features)

Standardized Evaluation Criteria
(0 Yes /0 Known /13 Possible features)

Collaboration & Committee Workflow
(0 Yes /0 Known /12 Possible features)

Comparative Analytics & Visualization
(0 Yes /0 Known /12 Possible features)

Document & Diligence Management
(0 Yes /0 Known /11 Possible features)

Security & Compliance
(0 Yes /0 Known /11 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /11 Possible features)

Notifications & Alerts
(0 Yes /0 Known /7 Possible features)

Third-Party Data & External Benchmarking
(0 Yes /0 Known /9 Possible features)

Reporting & Export
(0 Yes /0 Known /8 Possible features)

Technical Support & Customization
(0 Yes /0 Known /9 Possible features)

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Multiple Data Source Support Ability to connect and fetch from CRM, Excel, Google Sheets, dealrooms, and other data providers.		No information available
Real-time Data Sync Automatic updating of deal data as information changes in source systems.		No information available
Custom Data Field Mapping Flexible mapping of imported data to standardized internal fields.		No information available
API Access Availability of APIs for inbound and outbound data integration.		No information available
Data Import Speed Time taken to import and process new investment deal data.		No information available
Historical Data Backfill Ability to upload and reconcile past deal data for benchmarking and analysis.		No information available
Duplicate Detection Automated detection of duplicate deals in the system.		No information available
Data Quality Checks Inbuilt validation to flag missing or suspicious data on import.		No information available
Version Control Keeps track of changes and revisions to deal data over time.		No information available
Bulk Import/Export Support for uploading/downloading data for multiple deals at once.		No information available
Custom API Rate Limits Ability to customize the number of API calls for data ingestion.		No information available
Third-party Marketplace Integrations Direct integration with public/private deal platforms for new opportunities.		No information available

Customizable Scoring Templates Definition and adjustment of scoring templates to suit unique investment theses.		No information available
Weighted Scoring Ability to assign different weights to evaluation criteria (e.g., management, market size).		No information available
Benchmark Comparison Comparison of deal criteria against internal or industry benchmarks.		No information available
Automated Ranking System-generated rankings of deals based on scoring outcomes.		No information available
User-defined Criteria Option to add, delete or modify evaluation criteria.		No information available
Qualitative & Quantitative Inputs Supports both numeric ratings and qualitative comments.		No information available
Rubric Sharing Ability to share evaluation frameworks with committee members or portfolio managers.		No information available
Custom Threshold Alerts Automated flagging of deals that do not meet minimum criteria.		No information available
Scorecard Export Export marked-up scorecards to Excel, PDF, or slides.		No information available
Rubric Version Control Track historical changes to criteria and scoring weights.		No information available
Criteria Normalization Adjust scores for outliers or scale differences.		No information available
Multi-stage Evaluation Support Scoring adapts as deals progress through diligence stages.		No information available
Criteria Library Access to a repository of industry-standard evaluation criteria.		No information available

Deal Assignment Assign deals to reviewers or investment committee subgroups.		No information available
Role-based Access Control User roles limiting editing, viewing, and commenting capabilities.		No information available
Integrated Messaging Team chat, comments, and threaded discussions in app context.		No information available
Polling/Voting Structured votes per deal or decision point.		No information available
Anonymized Voting Option for secret ballots to prevent bias.		No information available
Approval Workflow Automation Automated routing of deals through stages based on votes/inputs.		No information available
Meeting Notes & Minutes Organized notetaking linked to specific deals or agenda items.		No information available
Action Item Assignment Allocate follow-ups and diligence tasks to specific team members.		No information available
Comment Threading Organize discussions at the deal, company, or criteria level.		No information available
Email & Calendar Integration Sync meetings, reminders, and communications with external calendars.		No information available
Collaboration Analytics Metrics on participation, voting attendance, and feedback quality.		No information available
External Advisor Participation Limited-access portal for outside reviewers or consultants.		No information available

Side-by-side Comparison View Display multiple deals simultaneously with aligned data columns.		No information available
Custom Chart Builder Build visualizations (bar, spider, scatter, etc.) from deal criteria.		No information available
Automatic Insights Highlight outliers or statistically significant differences.		No information available
Benchmark Overlay Visual overlays with industry or portfolio benchmarks.		No information available
Portfolio Fit Analysis Align deals against current portfolio for diversification/gap analysis.		No information available
Trend Identification Automatic surfacing of patterns across time, stage, or sector.		No information available
Geographic Mapping Plot companies or deals by location.		No information available
Scenario Modeling Test criteria weight or assumptions and see impact on deal ranking.		No information available
Custom Field Filtering Filter visible deals by any property or score.		No information available
Export Visualizations Download charts and views for presentations.		No information available
Historical Decisions Archive Access decisions and analytics from past committees.		No information available
Visualization Speed Time taken to render comparative dashboards for a set of deals.		No information available

Integrated Deal Room Built-in document storage tied to each deal/candidate.		No information available
Document Version History Keep all revisions and reference previous versions.		No information available
Access Permissions Granular control over who can view/edit specific documents.		No information available
Automated Diligence Checklist Customizable lists of required diligence items per deal.		No information available
Completion Tracking Monitor progress on diligence items or document uploads.		No information available
E-signature Integration Collect and store signatures for NDAs or committee sign-offs.		No information available
Document Annotation Highlight, comment, and mark up uploaded files.		No information available
Indexing and Search Full-text search across all deal-related documents.		No information available
Download Speed Speed of downloading documents from the platform.		No information available
Document Expiry Notifications Automated reminders for documents nearing expiration (e.g., term sheets, NDAs).		No information available
Third-party Doc Storage Integration Ability to link Google Drive, Dropbox, or Box.		No information available

End-to-End Encryption All data and communications are encrypted at rest and in transit.		No information available
GDPR Compliance Platform adheres to GDPR data privacy requirements.		No information available
SOC 2 Certification Provider is certified for secure & reliable data handling (SOC 2, Type II, etc).		No information available
Audit Log Detailed logs of all user actions, data changes and access events.		No information available
Multi-factor Authentication Support for additional login verification.		No information available
Role-based Security Policies Configurable permissions for different user types.		No information available
Data Residency Options Choice of hosting data in specific countries or regions.		No information available
Single Sign-On (SSO) Centralized authentication using enterprise credentials.		No information available
Document Watermarking Apply identifying marks to exported or downloaded files.		No information available
Session Timeout Automatic logout after inactivity.		No information available
Custom Data Retention Policies Automated purging or archiving of data after specified timeframes.		No information available

Mobile/Tablet Access Optimized interface for smartphones and tablets.		No information available
Customizable Dashboards Users can configure their own home views and alerts.		No information available
Accessibility Compliance Follows standards (WCAG 2.1, Section 508, etc.) for visually/hearing impaired users.		No information available
User Onboarding Tutorials Integrated guidance and best practices for new users.		No information available
Interface Language Options Supports multiple languages/localizations.		No information available
Search Functionality Quick search through deals, investors, and documents.		No information available
Notification Settings Customizable push/email/reminder settings for different users.		No information available
Performance Speed Typical page load or navigation time under normal conditions.		No information available
Custom Theme/Branding Option to add firm logo, colors, and branding.		No information available
Offline Mode Access and update data without an active internet connection.		No information available
Bulk Actions Perform actions (e.g., delete, assign, export) for multiple deals at once.		No information available

Custom Alert Triggers Define rules for sending alerts based on data changes, deadlines, or deal activity.		No information available
Email Notifications Immediate or digest alerts to registered email addresses.		No information available
In-app Reminders Pop-up and dashboard reminders for tasks, meetings, or pending actions.		No information available
Push Notifications Mobile and desktop notification support.		No information available
Digest Summary Reports Periodic summary (daily/weekly) of activity and new deals.		No information available
Escalation Policies Rules for escalating overdue tasks or reviews to managers or admins.		No information available
Custom Notification Channels Ability to enable/disable notifications through email, app, or SMS per user.		No information available

Industry Benchmark Import Pull standard benchmarks (valuation, growth, exit multiples) for comparison.		No information available
Market Data Integration API integration with PitchBook, Crunchbase, CB Insights or others.		No information available
News Feed Integration Automatically surface relevant news and updates about companies in pipeline.		No information available
Valuation Database Connection Linkage to third-party private market valuation sources.		No information available
Screener Import Bulk or API import from external deal screeners.		No information available
External Investment Signals Surface deals trending in public/private news or funding announcements.		No information available
Company Registry Lookup Automatic profile enrichment from government or public registries.		No information available
Benchmark Update Frequency How often external benchmarks and data are refreshed.		No information available
Alert on Benchmark Shifts Notify committee of significant industry or market changes.		No information available

Automated Committee Packets Generate board/committee-ready materials with selected deals and analytics.		No information available
Custom Report Templates Create and reuse templates for different meeting types or LP deliverables.		No information available
PDF/Excel Export Download reports, scorecards, or data for offline sharing or backup.		No information available
Scheduled Report Delivery Email or save reports on a pre-set schedule (e.g. before meetings).		No information available
Granular Export Controls Limit fields exported to maintain confidentiality or data minimization.		No information available
Audit Trail Export Generate exportable logs of key decisions and actions.		No information available
Regulatory Filing Formats Produce outputs in forms required by regulatory bodies or investors.		No information available
Export Speed Average time to generate and download a full report package.		No information available

Dedicated Account Manager Named rep for onboarding and ongoing support.		No information available
24/7 Support Availability Around-the-clock help via live chat, email, or phone.		No information available
Knowledge Base & Self-help Extensive documentation, use cases, and FAQs.		No information available
Customization Services Ability to have custom features or integrations built.		No information available
Implementation Speed Typical onboarding and simple configuration timeline.		No information available
Uptime Guarantee Service Level Agreement (SLA) on system reliability.		No information available
Dedicated Training Sessions Live or on-demand training for clients’ staff.		No information available
Custom Integrations Capacity to build connectors to unlisted third-party software.		No information available
User Feedback Loops Mechanisms for users to suggest improvements and new features.		No information available

Equidam Valuation & Deal Comparison from Equidam

Product analysis by function

Deal Comparison Tools for Investment Committee

Data Integration & Aggregation (0 Yes /0 Known /12 Possible features)

Standardized Evaluation Criteria (0 Yes /0 Known /13 Possible features)

Collaboration & Committee Workflow (0 Yes /0 Known /12 Possible features)

Comparative Analytics & Visualization (0 Yes /0 Known /12 Possible features)

Document & Diligence Management (0 Yes /0 Known /11 Possible features)

Security & Compliance (0 Yes /0 Known /11 Possible features)

User Experience & Accessibility (0 Yes /0 Known /11 Possible features)

Notifications & Alerts (0 Yes /0 Known /7 Possible features)

Third-Party Data & External Benchmarking (0 Yes /0 Known /9 Possible features)

Reporting & Export (0 Yes /0 Known /8 Possible features)

Technical Support & Customization (0 Yes /0 Known /9 Possible features)