Offers webcast and virtual event solutions tailored for the financial industry including video presentations, interactive Q&A, white labeling, investor registration, and post-event analytics. Ideal for portfolio reviews and VC-initiated stakeholder calls.
More about Intrado (West Technology Group, LLC)
High-quality video conferencing, digital pitch decks, and presentation solutions optimized for investor meetings and annual LP gatherings.
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HD Video Quality Supports high-definition video during meetings. |
Intrado provides high-definition video in webcast solutions as per product marketing materials. | |
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Bandwidth Adaptation Automatically adjusts video quality based on participant bandwidth. |
Bandwidth adaptation is a standard in webcasting to optimize for worldwide audiences; referenced in product FAQ. | |
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Number of Participants Maximum number of simultaneous video participants supported. |
No information available | |
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Screen Layout Options Variety of screen layouts (gallery, presentation, speaker view, etc.). |
Allows speaker, gallery, and custom layouts; event set-up guides confirm layout choices. | |
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Active Speaker Detection Automatically highlights active speakers. |
. | No information available |
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Meeting Recording Ability to record and store video meetings. |
Meeting recording is included as an on-demand feature, per detailed solution overview page. | |
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Cloud Recording Storage Allocated cloud storage for recorded meetings. |
No information available | |
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In-browser Access Joins meetings without dedicated app downloads, via browser. |
Participants can join via browser, highlighted in FAQs. | |
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Low-latency Video Meeting experience features minimal lag. |
Promoted for low-latency experience suitable for financial industry webcasts. | |
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Dial-in by Phone Supports telephone dial-in for audio participation. |
Dial-in via phone is available as an alternate audio participation option. | |
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Waiting Room Management Hosts can filter and admit participants from waiting rooms. |
Waiting room and host admission control documented in pre-event management docs. | |
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Breakout Rooms Ability to split participants into smaller, parallel group sessions. |
Breakout rooms, termed 'parallel sessions', are available for group discussions. | |
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Virtual Backgrounds Participants can use virtual or blurred backgrounds. |
Virtual backgrounds/branding mentioned in white labeling features. | |
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Custom Branding Meeting visuals support fund or firm branding. |
Custom branding mentioned explicitly for client events and investor touchpoints. | |
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Watermarking Meetings and presentations can be watermarked for IP protection. |
Watermarking is advertised for sensitive financial presentations. |
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Pitch Deck Upload Allows uploading of static and dynamic pitch decks (PDF, PPT, etc.). |
Pitch deck/presentation upload (PDF, PPT, multiple formats) supported per event setup UI. | |
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Live Slide Navigation Presenter can control and synchronize slide advancement for all viewers. |
Presenter controls slide advancement for synchronized viewer experience. | |
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Interactive Elements Supports embedded video, charts, hyperlinks, and polling within presentations. |
Interactive elements: live Q&A, polling, and possibly mission-embedded media, as described in event product guides. | |
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Annotation Tools Presenter and/or participants can annotate directly on slides during meetings. |
Annotation tools available for presenters as per digital presentation specs. | |
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Template Library Offers a selection of templates for ease of pitch deck creation. |
Provides template library for fast event and presentation setup. | |
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Real-time Co-editing Multiple users can edit presentations simultaneously. |
No information available | |
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Deck Version Control Maintains a version history for all pitch materials. |
No information available | |
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Media Embedding Supports embedding of audio, video, or GIFs in deck slides. |
Supports embedding multimedia files (video, audio) into presentations per documentation. | |
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Data Visualization Tools Built-in tools or integrations for charts and financial data visualization. |
Data visualization/chart integration is marketed for financial data presentation. | |
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Export Options Download decks in multiple formats (PDF, PPTX, HTML). |
Can export presentations (PDF/PPTX); export options in event admin portal. | |
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Private and Shared Folders Organize decks in secure, shareable folders. |
Folder structure for private/shared deck management referenced in documentation. | |
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Access Expiry Controls Set expiration for links or access permissions. |
Access expiry controls offered as temporary access links in investor registration documentation. | |
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Unique Link Tracking Generate and monitor unique share links per investor. |
Unique tracking links for investor engagement and analytics. | |
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Mobile Presentation Mode Optimized viewing and control on mobile devices. |
Mobile presentation mode is supported; mobile/web-responsive design confirmed. | |
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Custom Watermarking Apply unique watermark per viewer/investor. |
No information available |
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End-to-End Encryption Meetings and shared materials are encrypted in transit and at rest. |
End-to-end encryption for sessions and shared documents/recordings is stated in the product's security overview. | |
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Multi-factor Authentication (MFA) Supports MFA for participant and administrator logins. |
No information available | |
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Single Sign-On (SSO) Integrates with SSO for access management. |
Single Sign-On/SSO is a supported enterprise feature. | |
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Granular Permission Controls Set detailed user, group, and file permissions. |
Granular permission/role control demonstrated in admin/event permission settings. | |
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Audit Logging Detailed logs of access and changes to files, meetings, and presentations. |
Audit trail/logs for document access and participant events included. | |
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Regulatory Compliance Standards Adheres to standards (e.g., SOC2, GDPR, CCPA). |
Mentions SOC2, GDPR, and CCPA compliance on security and privacy documentation. | |
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Self-hosting Options Deployment on private infrastructure. |
No information available | |
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Custom Data Retention Policies Supports customized data archiving and retention schedules. |
No information available | |
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E-signature Integration Electronically sign NDAs and agreements within the platform. |
No information available | |
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Watermarking for Sensitive Content Protects confidential documents with dynamic watermarks. |
Watermarking for sensitive content described in webcast security options. | |
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Participant Authentication Verifies participant identity before accessing meetings/documents. |
Participant authentication is available: registration/unique links, as referenced in event security. | |
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Secure Guest Access Allow temporary guest access with restricted permissions. |
Secure guest access mechanisms for temporary attendees outlined in documentation. | |
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Automatic Timeouts Automatically logs out idle users after a set period. |
No information available | |
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Compliance Reporting Dashboard Generate reports on compliance and security status. |
Compliance dashboard available for regulated financial clients who need to track security protocols. | |
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Content Redaction Tools Redact sensitive information before sharing documents. |
No information available |
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Live Polls/Surveys Collect real-time feedback and votes from attendees. |
Live polls and surveys included for event audience engagement. | |
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Real-time Q&A Participants can submit and upvote questions in real time. |
Real-time Q&A with audience upvoting features confirmed in platform demo. | |
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Chat and Discussion Threads Text chat, threaded discussions, and emoji reactions. |
Integrated chat and audience discussion threads for live sessions. | |
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Collaborative Whiteboarding Multiple users can draw, annotate, and brainstorm on virtual whiteboards. |
Collaborative whiteboarding supported in virtual events according to product help center. | |
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Shared Notes Create and share meeting notes collaboratively. |
No information available | |
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Hand Raise Feature Participants can signal a desire to speak. |
'Hand raise' feature present for audience engagement in live meetings. | |
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Instant File Sharing Share files directly in meetings or threads. |
File/document sharing available in-event and via pre-registered attendee hub. | |
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Breakout Collaboration Sessions Spin-off focused breakout rooms for deep dives. |
Breakout collaboration sessions supported through parallel sessions. | |
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Digital Voting Boards Enable structured decision-making via voting boards. |
Supports digital voting for polls/decision-making during web events. | |
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Automated Meeting Summaries AI-generated post-meeting summaries and action items. |
No information available | |
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Scheduled Reminders Automated calendar and email reminders for upcoming sessions. |
Automated event reminders (calendar/email) form part of guest management flow. | |
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Collaboration Analytics Insights on attendee engagement during meetings. |
Provides analytics on attendee engagement and event participation. | |
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Integration with Collaboration Platforms Connect with Slack, Teams, etc. for seamless workflows. |
Integrates with Teams and Slack for workflows; API documentation supports this. | |
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Async Collaboration Tools Allow asynchronous updates, comments, and reviews. |
Async feedback and comment tools are used in post-event review and access. | |
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Participant Tagging Tag attendees in notes and action items for follow-up. |
No information available |
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Role-based Access Control Assign roles such as admin, presenter, or viewer to control privileges. |
Role-based access controls available for hosts, panelists, and guests. | |
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Invitation Management Send, track, and revoke meeting invitations. |
Supports invitation management with tracking and revocation as per registration process. | |
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RSVP Tracking Monitor attendee confirmations for meetings. |
RSVP tracking present in registration analytics and dashboard. | |
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Pre-registration Forms Gather information and agreements from attendees before sessions. |
Pre-registration forms for information and NDA/consent collection are part of event flows. | |
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Waiting Room Customization Customize entry/exit screens and welcome messages. |
No information available | |
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One-click Access Links Generate unique, expiring links for easy, secure access. |
One-click access links with security and expiry supported for secure event entry. | |
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Session Limit per Attendee Restrict number of concurrent sessions per user. |
No information available | |
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Guest Controls Limit guest attendees' actions and visibility. |
Guest controls for limiting actions/visibility available in host dashboard. | |
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Automated Entry Permissions Auto-apply access settings by type of participant (e.g. LP, founder). |
No information available | |
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Event-specific Access Keys Unique keys/codes per event for tight security. |
No information available | |
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Bulk Invite Upload Upload lists of emails for mass invites. |
Bulk invite upload supported via CSV/email list in admin portal. | |
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Access Revocation Tools Instantly withdraw access when needed. |
Hosts can instantly revoke guest, panelist, or attendee access from the dashboard. | |
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Time-limited Content Links Links to decks or replays expire after a set time. |
Supports expiring content/links for decks or event replays. | |
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Access Activity Logs Track who accessed what, when. |
Provides logs of who accessed what, and when, for security/compliance. | |
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Custom Access Policies Define access flows for different meeting types. |
No information available |
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CRM Integration Syncs with leading CRMs (Salesforce, HubSpot, Affinity, etc.). |
Integrations available for Salesforce and other CRMs; cited in integration partners. | |
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Calendar Integration Connects with major calendar providers for scheduling. |
Calendar invites and two-way calendar sync offered for event reminders and scheduling. | |
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API Availability Robust APIs for programmatic access and custom integrations. |
Open APIs described in the developer portal for integration. | |
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IR Platform Integration Connects with IR and reporting systems. |
Connectors for IR platforms and financial analytics tools demonstrated on product site. | |
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eSignature Platform Support Works with DocuSign, HelloSign, etc. |
Integrates with DocuSign and HelloSign for document workflows, per partner listing. | |
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Data Room Integration Seamless sharing of documents to deal room/data room platforms. |
No information available | |
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Analytics Platform Integration Feeds meeting data into analytics/business intelligence tools. |
Analytics platform (Power BI/Tableau, etc.) integration offered for advanced clients. | |
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Contact Directory Import Import contacts from address books or LinkedIn. |
Contact directory import is available for large event registration. | |
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Slack/Teams Notifications Sends notifications to collaboration platforms. |
Slack/Teams notifications included in event workflow features. | |
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Zapier Support Connects to other tools via Zapier and workflow automation. |
No information available | |
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Integration Marketplace Marketplace or directory for 3rd-party integrations. |
No information available | |
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Single Sign-On Providers Integration with major SSO providers (Okta, Azure AD, etc.). |
Single sign-on (SSO) with major providers like Okta, Azure AD supported. | |
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Webhooks Outbound webhooks for real-time updates to other systems. |
No information available | |
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File Storage Integration Connect to Dropbox, Box, Google Drive, and other cloud storage. |
No information available | |
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Custom Integration Support Professional services for bespoke integrations. |
No information available |
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Attendance Tracking Tracks which participants joined, for how long. |
Attendance and duration tracked and included as part of post-event analytics. | |
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Engagement Score Rates participant engagement using activity patterns. |
No information available | |
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Drop-off Analysis Analyzes when in the session attendees leave. |
Drop-off/attendance exit analysis included in event analytics dashboard. | |
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Presentation View Tracking Monitors which slides/deck pages were viewed and for how long. |
Tracks which slides and how long viewed as part of platform analytics. | |
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Q&A Analytics Shows volume and nature of Q&A during meetings. |
Q&A analytics provided as standard audience engagement metrics. | |
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Poll/Survey Response Rates Tracks poll participation and completion rates. |
undefined Poll/survey participation rates tracked in the analytics suite. |
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Download/Access Logs Monitors who accessed which documents/decks. |
Download/access logs are included for regulatory and client reporting needs. | |
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Meeting Duration Reporting Breakdown of scheduled versus actual meeting time. |
Reports on meeting duration versus scheduled times available. | |
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Action Item Tracking Tracks outstanding and completed action items. |
No information available | |
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Follow-up Metrics Measures promptness of follow-up actions after meetings. |
No information available | |
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Geographic Participation Reporting Shows breakdown by attendee regional location. |
Regional/geographic participation breakdown included in analytics. | |
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Custom Report Builder Build and export customized analytics reports. |
Custom reporting available for analytics and compliance. | |
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Export to Excel/CSV Download raw analytics data. |
No information available | |
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Visualization Tools Integrated charts and graphs for data analysis. |
In-product data visualization via dashboards and charts for data and engagement. | |
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Automated Scheduled Reports Periodic delivery of analytics and dashboards to stakeholders. |
Scheduled, periodic analytics reports are part of stakeholder/organizer feature set. |
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Responsive Web Design Platform adapts to screen size (desktop, tablet, mobile). |
Responsive design for desktop, mobile and tablets indicated in product's specs. | |
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Mobile App Availability Native apps for iOS and Android. |
No information available | |
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Keyboard Navigation Full-feature access via keyboard controls. |
No information available | |
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Screen Reader Support Optimized for use with screen readers. |
No information available | |
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Multi-language Support User interface is available in multiple languages. |
No information available | |
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Live Captions/Subtitles Live-generated captions for accessibility. |
No information available | |
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Color Contrast Tools Adjust UI contrast for visibility and accessibility. |
No information available | |
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Easy Onboarding Guided setup and support for new users. |
Easy onboarding and live support are advertised for new clients and event organizers. | |
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Guest User Experience Streamlined access and navigation for non-registered users. |
Streamlined access for guest users highlighted in event invitations and knowledge base. | |
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Customizable Interface Users can adjust the look and feel to their preference. |
User interface customization and theming supported for clients/attendees. | |
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Help and Support Widgets Contextual help and live support embedded in the UI. |
In-UI live support, chat, and help widgets included. | |
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Personalization Options Bookmarks, favorite views, and saved settings. |
Users can save preferences and views (dashboard personalization) documented. | |
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Session Continuity Rejoin meetings without losing context when disconnected. |
Session continuity: Rejoin and reconnect features standard for live events. | |
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Minimal-click Navigation Common tasks are accessible with minimal clicks/taps. |
Minimal-click navigation enabled via simplified web UI/UX. | |
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User Profile Management Users can update their contact and preference settings. |
Profile and settings management confirmed in user accounts module. |
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Maximum Simultaneous Attendees Number of users who can join a session at once. |
No information available | |
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Concurrent Sessions Supported Number of meetings that can be run in parallel. |
No information available | |
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Uptime SLA Guaranteed service uptime. |
No information available | |
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Automatic Capacity Scaling System auto-scales to handle increased usage. |
Automatic capacity scaling referenced for large-scale events (investor relations, earnings calls, etc). | |
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Load Balancing Dynamically allocates traffic to maintain performance. |
Load balancing across global servers described in reliability documentation. | |
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Geographically Distributed Servers Server locations across continents for global reach. |
Geographically distributed server infrastructure described for global events. | |
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Platform Speed Average time to load main interface. |
No information available | |
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Auto-reconnect & Recovery User sessions recover automatically from connection issues. |
Auto-reconnect when connection drops; part of attendee experience documentation. | |
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HD Video Streams Supported Number of concurrent high-definition video feeds. |
No information available | |
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Latency Round-trip time for data (video, chat) updates. |
No information available | |
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Cloud Infrastructure Provider Hosted on top-tier, reliable infrastructure. |
Hosted on major, reliable cloud providers (AWS/Azure/GCP) for mission-critical events. | |
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Rate Limiting/Throttling Prevents overload attacks and maintains stability. |
Rate limiting and DDoS protections described in technical reference. | |
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Seamless Version Upgrades New features roll out with minimal downtime. |
Platform updates/upgrades are delivered seamlessly to clients with minimal service downtime. | |
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Automated Failover Services automatically move to backup systems on failure. |
Failover and backup event hosting described in reliability policies. | |
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Redundancy across Regions System designed to stay online if one region fails. |
Redundancy and high-availability options cover regional failures. |
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24/7 Customer Support Support team available around the clock. |
24/7 customer support cited for enterprise and mission-critical financial services. | |
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Dedicated Account Manager Single point of contact for enterprise clients. |
Dedicated account management offered for enterprise/IR clients. | |
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Onboarding and Training Sessions Guided live or recorded training for new users. |
Live onboarding & training sessions listed as onboarding services. | |
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Comprehensive Documentation Extensive online manuals and guides. |
Comprehensive user and admin guides/manuals available online. | |
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Response Time SLA Maximum time until first support response. |
No information available | |
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Multi-channel Support Accessible via chat, email, and phone. |
Support via web, chat, email, and phone described for enterprise clients. | |
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Knowledge Base Access Searchable knowledge base for troubleshooting. |
Online searchable knowledge base provided for users. | |
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Community Forums Online community peer-to-peer support. |
No information available | |
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Escalation Pathways Defined process for urgent or critical support issues. |
Clear escalation options for urgent support cases described in customer support policy. | |
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Customer Feedback Loops Collect regular feedback to shape product roadmap. |
No information available | |
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Video Tutorials Pre-recorded demos on common tasks and features. |
Video tutorials and on-demand training featured in knowledge base and support sections. | |
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User Group Events Regular roundtables or webinars for power users. |
Regular customer/end-user events—such as webinars—are marketed. | |
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Live Chat Support Instant web-based assistance. |
Live chat support featured in real-time help widgets. | |
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Feature Request Tracking Submit and monitor requests for new features. |
Public roadmap/feature request portal found in client center. | |
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SLAs for Issue Resolution Guaranteed time to fix critical issues. |
No information available |
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Transparent Pricing Model Upfront, clear, and detailed cost structures. |
Transparent, published pricing is available for IR event products. | |
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Flexible Plans Tiered plans for different firm sizes and needs. |
Tiered/flexible plans for varying event/firm sizes are documented. | |
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Free Trial/Proof of Concept Option to pilot platform before purchase. |
Free trial or pilot/POC option available for new clients. | |
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Volume Discounts Discounts for large numbers of seats or long-term contracts. |
Volume discounts are specifically marketed for larger clients. | |
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Custom Pricing for Enterprises Negotiated pricing for large buyers. |
Custom pricing agreement offered for large enterprise customers. | |
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No Hidden Fees No surprise upsells or undisclosed costs. |
No hidden fees is stated in the pricing FAQ and terms. | |
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Pay-as-you-go Option Capacity-based and pay-for-usage billing. |
Pay-as-you-go contracts are one of the listed pricing models. | |
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Refund Policy Clear terms for credits or refunds. |
Refund/cancellation policy available in agreement terms. | |
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Cost per User Cost structure is per user or per meeting. |
No information available | |
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Annual Plan Savings Percent cost saved versus monthly billing. |
No information available | |
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Upgrade/Downgrade Flexibility Modify subscription levels easily. |
Easy online plan upgrade/downgrade described in billing FAQ. | |
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Usage Analytics for Cost Management Track usage patterns to optimize spend. |
Usage and attendance analytics to manage event spend is included. | |
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Integrated Billing Portal Self-serve management of invoices and payment methods. |
Self-serve billing and payment management through client portal. | |
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Nonprofit/Educational Discounts Special pricing for eligible organizations. |
Nonprofit and educational pricing available (noted for IR/education segments). | |
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Flexible Contract Terms Monthly, annual, or multiyear options. |
Flexible contract terms: monthly, annual, pay-as-you-go plans noted. |
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