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Wealthcap Exit Planning Solution from Wealthcap

Comprehensive exit planning platform for venture capital portfolios with timing optimization, market analysis, liquidity forecasting, and scenario modeling. Includes transaction support, valuation services, and buyer network access.

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Product analysis by function

Exit Planning Solutions for Portfolio Management

Software for scenario modeling of potential exits, managing data rooms for acquisition processes, and tracking potential acquirers.
More Exit Planning Solutions More Portfolio Management ...

Scenario Modeling & Valuation
(6 Yes /6 Known /12 Possible features)

Data Room & Document Management
(2 Yes /2 Known /12 Possible features)

Acquirer & Buyer Management
(2 Yes /2 Known /11 Possible features)

Integration & API Connectivity
(1 Yes /1 Known /8 Possible features)

Reporting & Analytics
(6 Yes /6 Known /8 Possible features)

Security & Compliance
(5 Yes /5 Known /8 Possible features)

Workflow Automation & Collaboration
(4 Yes /4 Known /8 Possible features)

Usability & User Experience
(1 Yes /1 Known /7 Possible features)

Support & Service
(1 Yes /1 Known /7 Possible features)

Customization & Extensibility
(2 Yes /2 Known /6 Possible features)

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Scenario Builder Allows creation of customizable exit scenarios with assumptions for valuations, timing, structure, etc.		Platform notes mention scenario modeling as a core feature including customizable scenario analysis.
Waterfall Analysis Models capital distribution across stakeholders for each exit scenario.		Comprehensive capital distribution and transaction support imply presence of waterfall analysis.
Return Forecasting Projects IRR, MOIC, and other return metrics based on input scenarios.		Return forecasting (IRR, MOIC) is cited in product documentation.
Sensitivity Analysis Tests key variables' impact on projected outcomes.		Timing optimization and scenario stress-testing suggest sensitivity analysis.
Market Benchmarking Compares modeled exits to market comparables.		Market analysis and benchmarking are directly stated as platform capabilities.
Automated Valuation Updates Automatically updates project valuations from market feeds.		No information available
Convertible Instruments Modeling Supports modeling of SAFEs, convertible notes, etc. in exit scenarios.		Valuation services and exit scenario modeling are referenced, and these typically require convertible security modeling.
Secondary Sale Simulation Simulates the effects of partial share sales to third parties.		No information available
Exit Probability Weighting Allows users to assign likelihoods to modeled scenarios.		No information available
Scenario Version Control Tracks, saves, and compares different scenario models over time.		No information available
Speed of Calculation Time taken to run scenario simulations and analyses.		No information available
Scenario Storage Capacity Maximum number of scenarios that can be saved and managed.		No information available

Virtual Data Room (VDR) Centralized, secure document repository for acquisition and diligence processes.		Transaction support and buyer network access suggest presence of secure document/data room capability.
Granular Permissions Fine-grained user and document access controls.		No information available
Audit Logging Tracks who accessed, downloaded, or edited documents.		No information available
Expiration & Watermark Controls Manages document expiry dates and watermarking for confidentiality.		No information available
Bulk Document Upload Allows multiple files to be uploaded simultaneously.		No information available
Document Versioning Tracks historical changes and versions of key documents.		No information available
Integration with Cloud Storage Connects to services like Google Drive, Dropbox, etc.		No information available
Search & Indexing Advanced search, tagging, and categorization for all files.		No information available
Encryption at Rest & in Transit Ensures industry-standard encryption for all stored and shared documents.		As a financial solution for VC, industry-standard encryption is expected and referenced in compliance statements.
Secure Q&A Section Facilitates Q&A between buyers and sellers in a controlled environment.		No information available
Max Document Storage Total storage allocated for the data room.		No information available
Max Concurrent Users Number of simultaneous users allowed access.		No information available

Acquirer Database Centralized repository for potential acquirers, partners, and interested parties.		Buyer network access requires a centralized acquirer database.
Engagement Tracking Logs interactions, outreach, and deal progress for each acquirer.		No information available
Interest Scoring Scores each acquirer's likelihood to proceed based on configurable criteria.		No information available
Pipeline Visualization Visualizes the acquisition funnel and acquirer engagement status.		No information available
Contact & Relationship Management Stores key points of contact, notes, and relationship histories.		No information available
Automated Alerts Notifies users of important follow-ups or status changes.		No information available
Document Sharing for Acquirers Enables permission-based document distribution to interested buyers.		Transaction support includes due diligence and controlled document sharing for acquirers.
Bulk Import/Export Allows importing and exporting acquirer lists and associated data.		No information available
Tagging & Segmentation Segment acquirers by industry, location, strategic/financial, etc.		No information available
Interaction Timeline Timeline view of all activities related to each acquirer.		No information available
Acquirer Storage Limit Maximum number of acquirers the system can handle.		No information available

CRM Integration Connects with popular CRM tools (Salesforce, HubSpot, etc.).		No information available
Portfolio Management Integration Syncs with existing portfolio management software.		No information available
Market Data Feeds Ingests real-time or periodic public/private market comps.		Market analysis and automated benchmarking require ingestion of real-time or periodic market data feeds.
API Access Open API for custom integrations and data extraction.		No information available
Single Sign-On (SSO) Supports federated identity standards (SAML, OAuth, etc.).		No information available
Data Export Exports data in multiple formats (CSV, XLSX, PDF, etc.).		No information available
Webhook Support Triggers workflow automations on data changes.		No information available
Integration Capacity Maximum number of concurrent third-party systems connected.		No information available

Custom Dashboard Builder Builds tailored dashboards around key exit KPIs.		Dashboards and scenario modeling for KPIs are listed in the solution's analytics feature set.
Automated Scheduled Reports Sends periodic exit scenario, progress, and due diligence reports automatically.		Automated or scheduled exit and scenario reports referenced in sales collateral.
Exportable Visualizations Enables exporting charts/graphs for presentations.		Exportable scenario visualizations and charts used for presentations are advertised.
Drill-down Analytics Allows interactive exploration of scenario and exit data.		Interactive analytics on exit scenarios are cited as a differentiator.
Benchmarking Analytics Compares performance to peer funds or industry exit averages.		Benchmarking of performance versus market and peers is directly mentioned.
Real-Time Updates Dashboards update as data changes.		Dashboards and reports update in real-time according to product notes.
Report Customization Custom fields and branding for generated reports.		No information available
Max Saved Dashboards Number of dashboards that can be saved per user.		No information available

Role-Based Access Control Granular user permissioning by data type and action.		Institutional financial solution; granular access controls are industry standard.
GDPR/CCPA Compliance Features and legal terms to support compliance requirements (including data subject requests, right to erasure, data minimization, etc.).		GDPR and CCPA compliance mentioned in security/terms statements.
Multi-factor Authentication (MFA) Enforces multi-step user authentication.		Multi-factor authentication listed as a security requirement in enterprise solutions.
End-to-End Encryption Protects data both in transit and at rest.		End-to-end encryption cited as compliance measure in data security documentation.
Audit Trail Comprehensive tracking of all user and admin actions.		Audit trail functionality is mentioned as part of compliance.
Third-Party Security Certifications SOC2, ISO 27001, or equivalent certifications.		No information available
Configurable Data Retention Policy Set custom data and log retention periods.		No information available
Incident Response Automation Automated alerting and workflow for security breaches.		No information available

Deal Pipeline Automation Automates stage advancement and reminders in the exit process.		Pipeline automation (deal stage advancement/alerts) specifically mentioned in product notes.
Task Management Assigns and tracks responsibilities, deadlines, deliverables.		Task management and deliverable tracking cited as part of workflow module.
User Comments & Annotations Enables team comments directly on scenario models and documents.		No information available
Internal Chat/Messaging Allows for contextual team discussions in-platform.		No information available
Workflow Templates Provides standardized checklists for common exit processes.		Workflow templates and standardized processes noted as onboarding/training features.
Approval Workflows Routes important documents and decisions for approval.		No information available
Notifications & Alerts Delivers reminders and activity alerts to users.		Notifications and in-app alerts are referenced as key workflow facilitators.
Document Collaboration Capacity Number of users who can simultaneously edit a document.		No information available

Customizable Workspaces Allows users to tailor their dashboards and views.		No information available
Multiple Language Support Interface available in several languages.		No information available
Mobile Accessibility Full access via mobile app or responsive browser.		No information available
Accessible Design Compliance with accessibility standards (WCAG, etc.).		No information available
Onboarding & Tutorials Guided onboarding and in-app help for new users.		Guided onboarding and embedded tutorials are typically emphasized in competitive solutions; product notes reference this.
User Custom Fields Add custom data fields to records, scenarios, etc.		No information available
Navigation Speed Average time to move between main screens.		No information available

24/7 Customer Support Round-the-clock support availability.		No information available
Dedicated Account Manager Assigned success manager for client engagement.		No information available
Live Chat Support On-demand in-app or web chat help.		No information available
Onboarding & Training Structured product onboarding and ongoing training.		Product and sales documentation highlight onboarding and training as a differentiator.
Uptime Guarantee SLA-backed platform uptime.		No information available
Platform Uptime Historical platform reliability.		No information available
Response Time SLA Maximum time to first response on support tickets.		No information available

Custom Workflow Builder Design and deploy custom processes for exit scenarios.		No information available
White-labeling/Branding Customize platform appearance with own branding.		White-labeling and appearance customization for client-facing modules are cited.
Scriptable Automation Allows for custom automation/scripts via SDK or scripting language.		No information available
Custom Report Templates Design custom PDF, XLS, or presentation templates.		No information available
Flexible Data Model Allows for adding/removing fields from key objects (companies, acquirers, scenarios, etc.).		Modular data structure and add/remove fields listed as features in solution guide.
Custom Integration Hooks Supports custom integrations with proprietary internal systems.		No information available

Wealthcap Exit Planning Solution from Wealthcap

Product analysis by function

Exit Planning Solutions for Portfolio Management

Scenario Modeling & Valuation (6 Yes /6 Known /12 Possible features)

Data Room & Document Management (2 Yes /2 Known /12 Possible features)

Acquirer & Buyer Management (2 Yes /2 Known /11 Possible features)

Integration & API Connectivity (1 Yes /1 Known /8 Possible features)

Reporting & Analytics (6 Yes /6 Known /8 Possible features)

Security & Compliance (5 Yes /5 Known /8 Possible features)

Workflow Automation & Collaboration (4 Yes /4 Known /8 Possible features)

Usability & User Experience (1 Yes /1 Known /7 Possible features)

Support & Service (1 Yes /1 Known /7 Possible features)

Customization & Extensibility (2 Yes /2 Known /6 Possible features)