Automatically tracks relationship strength, manages pipelines for fundraising and investments, integrates with email and calendar, offers customizable reports, and provides relationship-based deal insights.
Customer relationship management software specifically designed for tracking interactions with limited partners throughout the fundraising process.
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Contact Database Centralized repository for storing detailed LP information, including contact info, investment preferences, and history. |
4Degrees CRM is described as a centralized relationship management platform, indicating strong contact database capabilities. | |
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Interaction Tracking Ability to log emails, calls, meetings, and other engagements with LPs, timestamped for transparency. |
The product automatically tracks interactions, including emails and meetings, as referenced in the official documentation. | |
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Relationship Mapping Visualization of how LPs, prospects, and intermediaries are connected, supporting multi-level fund relationships. |
4Degrees highlights visualization of relationship mappings between contacts and organizations. | |
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Custom Fields Customizable fields to tailor contact records to firm-specific information needs. |
Custom fields and customizations for contact records are specifically noted in product materials. | |
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Bulk Import/Export Ability to bring in or export contact data in bulk, for migration or reporting purposes. |
Bulk import/export capabilities (Excel/CSV) are offered for data migration and reporting. | |
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Search & Filter Advanced search and filter functions for quickly finding stakeholder records. |
Advanced and fast search/filter tools are included in 4Degrees. | |
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De-duplication Tools Automated identification and merging of duplicate contacts to ensure data cleanliness. |
De-duplication and duplicate data management are standard features. | |
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Company Association Linking contacts to institutions/firms, enabling organization-centric relationship tracking. |
Company association, with contacts linked to organizations, is a direct feature per documentation. | |
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Activity Timeline Chronological view of all engagements per contact and organization. |
4Degrees provides an activity timeline for all contact and deal interactions. | |
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Record Ownership Assignment Assign contacts/accounts to specific team members for accountability. |
Record ownership and team assignments are supported for accountability. | |
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Historical Data Logging Maintaining an auditable record of changes to contact data over time. |
Activity and history tracking are offered, indicating historical data logging. | |
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Data Enrichment Automatically enhance contact records with third-party data (e.g., LinkedIn, Pitchbook integration). |
Relationship enrichment using LinkedIn and third-party data is part of the core product. | |
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Permission Controls User-based access to sensitive contact data and relationship details. |
User-level permission controls for access to records are explicitly stated. |
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Fundraising Pipeline Kanban or list views for visualizing LP status at each stage (prospect, under diligence, committed, etc). |
Kanban/list pipeline visualization for fundraising is a key selling point. | |
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Customizable Stages Ability to define pipeline stages tailored to firm’s fundraising process. |
Customizable pipeline stages are part of 4Degrees' workflow customization. | |
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Deal/Opportunity Creation Open and manage fundraising opportunities linked to specific funds and LPs. |
Deals and opportunities can be created, managed, and linked to funds and contacts. | |
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Commitment Tracking Track soft and hard capital commitments from LPs. |
Both soft and hard commitment tracking is supported for LPs. | |
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Multiple Fund Support Manage parallel fundraising cycles across different funds. |
Multiple simultaneous fund/pipeline management is supported. | |
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Deal Stage Change Auditing Record and audit all changes to LP pipeline stages for historical analysis. |
Deal stage change auditing and pipeline change records are part of historical deal tracking. | |
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Lost/Closed Opportunity Reasons Ability to record reasons for lost or closed fundraising opportunities. |
The CRM allows tracking and analysis of reasons for lost/closed opportunities. | |
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Forecasting Tools Estimate likely closes and fundraising progress based on pipeline. |
Forecasting and pipeline reporting tools are built in. | |
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Weighted Pipeline Valuation Assign probabilities to pipeline stages for weighted fundraising forecasts. |
Weighted pipeline/valuation forecasting with probability assignment is supported. | |
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Activity Reminders & Alerts Notifications for follow-ups, deadlines, and key milestones. |
Alerts/reminders for follow-up, calls, meetings, and deadlines are included. | |
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Next Steps Field Log next actions per LP or deal, tying into task management. |
A 'next steps' field and activity tracking are available in the CRM. | |
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Comprehensive Notes Store detailed meeting, call, and diligence notes linked to pipeline deals. |
Comprehensive note logging for meetings/calls is cited in product capabilities. | |
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Deal Scoring Quantitative scoring capabilities to prioritize LP prospects. |
Deal scoring/prioritization using relationship strength is a highlighted feature. |
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Bulk Email Integration Send personalized emails to groups of LPs directly from the CRM. |
Bulk email capabilities for personalized outreach are integrated into 4Degrees. | |
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Template Library Pre-built email and document templates for consistent communication. |
Templates for emails/communications are provided. | |
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Mail Merge Capabilities Automate the personalization of bulk investor emails and letters. |
Mail merge and automated personalization is supported for outreach. | |
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Read/Engagement Tracking Monitor which investors engage with sent materials. |
Read/click engagement tracking for email communications is included. | |
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Event Management Track invitations, registrations, and attendance for LP meetings and webinars. |
Event management, including meeting/webinar invitations, is supported. | |
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Document Distribution Share PPMs, DDQs, quarterly reports, etc., securely with LPs. |
Document management and secure distribution of reports to LPs are available. | |
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File Versioning Track versions of documents distributed to investors. |
No information available | |
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Batch Document Upload Upload multiple reporting documents for dispersal to different LPs efficiently. |
The system allows batch document upload for multiple contacts or LPs. | |
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Automated Reminders Schedule and send reminders for meetings, deadlines, or outstanding investor documents. |
Automated reminders for follow-ups and deadlines are configured as part of task management. | |
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Secure Investor Portal Password-protected area for LPs to download reports and communications. |
A secure LP portal is a stated feature for investor document access. | |
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Multi-Channel Communication Capability for SMS, phone call logging, or other communication channels. |
Multi-channel communication support (including logging of calls and SMS) is mentioned in advanced features. | |
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Consent Management Track legal/communications consent and preferences for each investor. |
Consent/preferences management for LP communication preferences is listed. |
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Email Integration Seamlessly connect with major email clients to sync correspondence. |
Native email integration (including Gmail/Outlook) is a major integration for 4Degrees. | |
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Calendar Sync Integration with Outlook, Google Calendar, etc. for meeting and event tracking. |
Calendar sync (Google/Outlook) is integrated by default. | |
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API Access Open API for custom integrations with proprietary or third-party systems. |
REST API access is documented for custom integrations. | |
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Data Import Tools Import data from spreadsheets or legacy CRMs. |
Import tools for legacy CRM and spreadsheets are explicitly available. | |
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Data Export Formats Ability to export data in multiple formats (CSV, XLSX, PDF, etc.). |
Data export to multiple formats (CSV/XLSX/PDF) is built in. | |
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Third-party Data Sources Direct integration with cap table management, fundraising, or industry databases. |
Direct integration with cap table and other industry data sources is supported (e.g., Pitchbook/Preqin/etc). | |
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Single Sign-On (SSO) Integrate with organizational SSO solutions for user authentication. |
Single Sign-On (SSO) for enterprise is documented as part of security/compliance. | |
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Document Management System Integration Connect seamlessly to Docusign, Dropbox, Box, Google Drive, etc. |
Integration with document management platforms (Dropbox, Box, Google Drive) is supported. | |
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Bi-directional Data Syncing Two-way syncing with other business-critical apps (e.g., ERP, marketing automation). |
No information available | |
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Workflow Automation Integrations Trigger actions in workflow automation tools (Zapier, Tray.io, etc.) based on CRM events. |
The platform can trigger workflows in Zapier and similar automation tools. | |
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Custom Webhooks Support for sending notifications to other applications when CRM events occur. |
No information available | |
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Real-time Data Updates Immediate syncing and updates across all integrations. |
No information available |
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Customizable Dashboards Build personalized dashboards showing key KPIs and metrics. |
Customizable dashboards for metrics/KPIs are a standard user feature. | |
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Pipeline Analytics Visualize and analyze fundraising pipeline data by stage, source, or team member. |
Pipeline analytics across team/source/stage are highlighted in pitch materials. | |
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Activity Reporting Reports on team or individual activity volumes over time. |
Activity reporting by team/individual is available. | |
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Outcome Attribution Determine which activities or touchpoints led to successful commitments. |
Outcome attribution and analysis tools exist for closed deals. | |
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Historical Fundraising Analysis View trends across past and active fundraises. |
Historical fundraising and trend analysis are part of core reporting. | |
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Investor Segmentation Reports Break down LPs by type, commitment size, region, etc. |
Investor segmentation and breakdowns are available in analytics. | |
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Lost/Closed Reason Analytics Analyze lost/closed deals by reason for process improvement. |
Lost/closed reason analytics are available for process improvements. | |
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Downloadable Reports Export visual and tabular data for presentations or compliance. |
Downloadable reports in several formats for compliance/presentations. | |
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Data Visualization Support for bar, line, pie charts, and other common visualizations. |
Supports multiple data visualization tools, charts and dashboards. | |
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Scheduled Email Reports Automate regular reporting delivery to key stakeholders via email. |
No information available | |
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Custom Report Builder Drag-and-drop or query-based tool for creating custom reports. |
A custom report builder (drag-and-drop) is included. | |
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Time to Stage/Close Analytics Average or median time LPs spend at each pipeline stage. |
No information available |
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Role-Based Access Control (RBAC) Control user access to data and functionality based on defined permissions. |
Role-based permissions (RBAC) for user management are fully supported. | |
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Data Encryption Encryption of data at rest and in transit. |
Data encryption at rest and in transit is indicated in security FAQ. | |
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Audit Trail Comprehensive log of all user and system activities for compliance purposes. |
Audit trails are part of activity and compliance logging. | |
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GDPR/CCPA Support Tools to help demonstrate compliance with global privacy laws. |
GDPR/CCPA compliance tools and processes are cited in 4Degrees' documentation. | |
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Multi-factor Authentication (MFA) Support for MFA to provide secure system access. |
MFA is mentioned as part of the security stack for access protection. | |
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Data Retention Policies Automated data retention scheduling and purging of expired records. |
No information available | |
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Regular Security Updates Consistent patching and security improvements by the vendor. |
Regular security updates are stated in vendor practices. | |
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Data Residency Options Ability to specify where data is hosted geographically for compliance. |
No information available | |
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End-User Privacy Controls Investor-facing privacy and data preferences settings. |
No information available | |
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Breach Notification Workflow Automated processes for handling and communicating data breaches. |
No information available | |
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Secure Document Storage Industry-compliant storage for investor reports and sensitive files. |
Secure, industry-compliant document storage is part of the platform (for pitch books, LP documents, etc). | |
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Third-Party Security Certifications SOC2, ISO27001, or equivalent certifications attesting to security practices. |
No information available |
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Task Assignment Assign fundraising-related tasks to team members with due dates. |
Task assignment for deals and fundraising is standard workflow. | |
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Task Reminders Automated reminders for upcoming and overdue activities. |
Automated task reminders for activities are included in the user dashboard. | |
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Recurring Tasks Support for scheduling repetitive tasks (e.g., monthly check-ins). |
Recurring/repeat tasks are supported in various scheduling features. | |
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Shared Calendars View and manage shared team calendars for meetings and follow-ups. |
Shared team calendars are integrated with scheduling. | |
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Meeting Scheduling Integrated meeting scheduling, with calendar invites sent directly from CRM. |
Meeting scheduling, with direct integration to calendar, is highlighted. | |
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Comments & Mentions Collaborate through comment threads and @mentions within records. |
No information available | |
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Progress Tracking View progress bars or dashboards showing task/completion statuses. |
Progress tracking (bars/dashboards) for deals and tasks is part of the UI. | |
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Task Prioritization Flag or rank tasks for importance or urgency. |
Task prioritization and flagging is in the user workflow/dashboard. | |
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Mobile Task Management Full-featured task management on mobile apps. |
Mobile app includes full task management on iOS/Android. | |
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Activity Logging API Log activities programmatically from external sources. |
No information available | |
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Time Tracking Track and report on time spent per task or activity. |
No information available | |
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Integration with Project Mgmt Tools Connect with Asana, Trello, Jira, or similar tools. |
No information available |
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Customizable Views & Layouts Configure dashboards, tables, and forms to fit user or team preferences. |
Customizable views and layouts are a UI differentiator for 4Degrees. | |
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Mobile App Availability Native or web-based mobile application for on-the-go access. |
Mobile app for Android and iOS is available for on-the-go access. | |
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Offline Access Work with critical data and records even when disconnected from the internet. |
No information available | |
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Multi-language Support Localized UI for global teams or LPs. |
No information available | |
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High Performance/Load Speed Sub-second response times for data retrieval and screen navigation. |
undefined Platform touts high performance/load speed in documentation and user reviews. |
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UI Accessibility (WCAG) Conforms to web accessibility standards for users with disabilities. |
No information available | |
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Quick Add/Update Workflows Capture new orgs, contacts, or deals with minimal clicks or from email. |
Quick add/update workflows for contacts, deals, and firms are essential to the UI. | |
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In-app Guidance and Training Context-sensitive help, tooltips, or guided tours for onboarding. |
No information available | |
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Dark Mode User-selectable dark/light display settings. |
No information available | |
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Favorites & Shortcuts Pin or bookmark most-used records for easy return. |
No information available | |
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Multi-device Synchronization Seamlessly pick up from any browser, desktop, or mobile device. |
Sync across desktop, web, and mobile is built in for seamless use. |
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Guided Onboarding Structured onboarding sessions with a product specialist. |
Guided onboarding sessions for new customers are part of implementation. | |
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Custom Data Migration Assisted import of legacy CRM or spreadsheet data. |
Custom, vendor-assisted data migration from legacy systems is offered. | |
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Knowledge Base/Help Center Extensive self-service library of tutorials, FAQs, videos, and best practices. |
Online help center and knowledge base are available to users. | |
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24/7 Customer Support Live support available at any hour by email, chat, or phone. |
No information available | |
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Dedicated Account Manager A single point of contact for ongoing account and product support. |
Dedicated account managers assigned to customers as per vendor site. | |
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Service Level Agreement (SLA) Formalized uptime, response, and resolution benchmarks. |
No information available | |
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Live & On-Demand Training Real-time or recorded training sessions for teams. |
Live onboarding/training with recorded demo sessions provided. | |
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Product Update Notifications Automated alerts about new features or changes. |
Product update notifications are mentioned as being pushed to customers. | |
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User Community/Forum Peer-to-peer support and knowledge sharing platform. |
No information available | |
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Custom Configuration Services Vendor or partner-provided customization for workflows and fields. |
Custom configuration services for workflow or fields are offered by 4Degrees. |
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Automated Data Validation Identify and prevent entry of invalid email addresses, phone numbers, or other fields. |
Includes automated email/phone number validation in key fields. | |
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Duplicate Management Advanced identification and merging of duplicate records beyond basic matching. |
Advanced duplicate record detection and merging beyond basic matching is present. | |
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Stale Data Alerts Automated prompts to review or update aging LP or contact records. |
Stale data alerting (eg, surface aging records) is mentioned in user guides. | |
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Bulk Data Update Tools Apply updates across multiple records in one action (e.g., mass reassignments). |
Bulk update/edit tools for mass record changes are present. | |
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Data Change Audit Trail Historical record of all edits for compliance and error resolution. |
Historical audit trail for contact/data changes is an available feature. | |
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Regular Scheduled Backups Automatic creation of backups to prevent data loss. |
Automatic, regular backups are noted in the compliance section. | |
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Archiving and Deletion Workflows Structured process for sunsetting obsolete records. |
No information available | |
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Field Standardization Enforce standardized data formats for key fields (country, title, etc.). |
Field standardization/enforced formatting is a part of data integrity features. | |
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Integration Health Monitoring Automated checks to ensure integrations are current and functioning. |
No information available | |
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Data Quality Scoring Assigns quality scores to records to highlight completeness and accuracy. |
No information available | |
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Permission-based Data Editing Restrict edit access by team, department, or role. |
Permission-based record editing applies across the platform. |
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Custom Objects & Workflows Add new record types or automate complex processes. |
Custom objects and workflow automations are supported at the enterprise tier. | |
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Field-Level Customization Create, modify, or delete standard and custom fields across records. |
Field-level customization is available in form and workflow setup. | |
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Scalable User Licensing Add or remove users and modules seamlessly as the team changes. |
Add/remove users and permissions easily, matching scalable licensing or add-ons. | |
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Multi-Fund/Entity Support Easily track multiple funds, legal entities, and jurisdictions. |
Multiple fund/entity support is part of core feature set. | |
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Workflow Automation Rules Custom triggers, approval flows, and automated processes. |
Workflow automation rules for tasks, approvals, and triggers are configurable. | |
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White Labeling/Branding Firm logo and custom color schemes for internal and LP-facing portals. |
White-labeling and branding options for portals are available for enterprise clients. | |
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High Load/Record Capacity Ability to support large databases and high daily user activity. |
No information available | |
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Modular Add-ons Activate additional functionality (e.g., advanced analytics, portal upgrades) as needed. |
Modular add-ons (e.g., advanced analytics, investor portals) are offered. | |
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Permission Customization Granular control over what each user can see and do. |
Granular permission customization is core to user/role management. | |
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Configurable Notifications Personalize system alerts, reminders, and email triggers. |
Configurable system alerts, reminders, and notifications are standard. | |
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No Code/Low Code Customization Empowers business users to tailor system logic without IT/developers. |
No code/low code workflow customization in settings enables non-developer setup. |
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