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WorkCast Stratus from WorkCast

A secure virtual event platform for investor presentations, annual meetings, and capital raise events. Features include customizable branding, multi-presenter capabilities, secure document sharing, engagement tools, real-time analytics, and integration with investor CRM systems.

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Product analysis by function

Virtual Meeting and Presentation Systems for Investor Relations

High-quality video conferencing, digital pitch decks, and presentation solutions optimized for investor meetings and annual LP gatherings.
More Virtual Meeting and Presentation Systems More Investor Relations ...

Video Conferencing
(7 Yes /7 Known /15 Possible features)

Digital Presentation Tools
(5 Yes /5 Known /15 Possible features)

Security and Compliance
(4 Yes /4 Known /15 Possible features)

Collaboration and Engagement
(7 Yes /7 Known /15 Possible features)

Access Management
(7 Yes /7 Known /15 Possible features)

Platform Integration
(3 Yes /3 Known /15 Possible features)

Analytics and Reporting
(5 Yes /5 Known /15 Possible features)

User Experience and Accessibility
(3 Yes /3 Known /15 Possible features)

Scalability and Performance
(4 Yes /4 Known /15 Possible features)

Support and Service
(9 Yes /9 Known /15 Possible features)

Cost and Value
(12 Yes /12 Known /15 Possible features)

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HD Video Quality Supports high-definition video during meetings.		WorkCast Stratus promotes HD-quality streaming as a key feature for investor events.
Bandwidth Adaptation Automatically adjusts video quality based on participant bandwidth.		No information available
Number of Participants Maximum number of simultaneous video participants supported.		No information available
Screen Layout Options Variety of screen layouts (gallery, presentation, speaker view, etc.).		The platform supports multiple screen layouts (multi-presenter, slides, etc.).
Active Speaker Detection Automatically highlights active speakers.		No information available
Meeting Recording Ability to record and store video meetings.		No information available
Cloud Recording Storage Allocated cloud storage for recorded meetings.		No information available
In-browser Access Joins meetings without dedicated app downloads, via browser.		Browser-based access is highlighted; no downloads needed.
Low-latency Video Meeting experience features minimal lag.		Stratus advertises low-latency streaming for live investor events.
Dial-in by Phone Supports telephone dial-in for audio participation.		Dial-in audio described as available to attendees.
Waiting Room Management Hosts can filter and admit participants from waiting rooms.		No information available
Breakout Rooms Ability to split participants into smaller, parallel group sessions.		Breakout rooms/sessions supported for parallel group interactions.
Virtual Backgrounds Participants can use virtual or blurred backgrounds.		No information available
Custom Branding Meeting visuals support fund or firm branding.		Custom branding and interface styling are called out as major features.
Watermarking Meetings and presentations can be watermarked for IP protection.		No information available

Pitch Deck Upload Allows uploading of static and dynamic pitch decks (PDF, PPT, etc.).		Document and presentation upload and display (such as pitch decks) specifically cited.
Live Slide Navigation Presenter can control and synchronize slide advancement for all viewers.		No information available
Interactive Elements Supports embedded video, charts, hyperlinks, and polling within presentations.		Interactive features mentioned: chat, polling, Q&A during events.
Annotation Tools Presenter and/or participants can annotate directly on slides during meetings.		No information available
Template Library Offers a selection of templates for ease of pitch deck creation.		No information available
Real-time Co-editing Multiple users can edit presentations simultaneously.		No information available
Deck Version Control Maintains a version history for all pitch materials.		No information available
Media Embedding Supports embedding of audio, video, or GIFs in deck slides.		No information available
Data Visualization Tools Built-in tools or integrations for charts and financial data visualization.		No information available
Export Options Download decks in multiple formats (PDF, PPTX, HTML).		Support for PDF/PPTX and downloadable formats suggested in documentation.
Private and Shared Folders Organize decks in secure, shareable folders.		Emphasizes secure folders and shareable links for document management.
Access Expiry Controls Set expiration for links or access permissions.		No information available
Unique Link Tracking Generate and monitor unique share links per investor.		No information available
Mobile Presentation Mode Optimized viewing and control on mobile devices.		Optimized mobile view and controls referenced.
Custom Watermarking Apply unique watermark per viewer/investor.		No information available

End-to-End Encryption Meetings and shared materials are encrypted in transit and at rest.		Security highlighted: platform uses encryption both in transit and at rest.
Multi-factor Authentication (MFA) Supports MFA for participant and administrator logins.		No information available
Single Sign-On (SSO) Integrates with SSO for access management.		No information available
Granular Permission Controls Set detailed user, group, and file permissions.		Role and group-based permission controls are highlighted in IR/VC event workflows.
Audit Logging Detailed logs of access and changes to files, meetings, and presentations.		No information available
Regulatory Compliance Standards Adheres to standards (e.g., SOC2, GDPR, CCPA).		Compliance for financial/investor events; GDPR mention.
Self-hosting Options Deployment on private infrastructure.		No information available
Custom Data Retention Policies Supports customized data archiving and retention schedules.		No information available
E-signature Integration Electronically sign NDAs and agreements within the platform.		No information available
Watermarking for Sensitive Content Protects confidential documents with dynamic watermarks.		No information available
Participant Authentication Verifies participant identity before accessing meetings/documents.		Access controls for participation, including registration and authentication, are referenced.
Secure Guest Access Allow temporary guest access with restricted permissions.		No information available
Automatic Timeouts Automatically logs out idle users after a set period.		No information available
Compliance Reporting Dashboard Generate reports on compliance and security status.		No information available
Content Redaction Tools Redact sensitive information before sharing documents.		No information available

Live Polls/Surveys Collect real-time feedback and votes from attendees.		Polls and surveys embedded in the platform as engagement tools.
Real-time Q&A Participants can submit and upvote questions in real time.		Q&A and chat tools are highlighted as 'real-time engagement' features.
Chat and Discussion Threads Text chat, threaded discussions, and emoji reactions.		Chat and discussion functionality mentioned as standard.
Collaborative Whiteboarding Multiple users can draw, annotate, and brainstorm on virtual whiteboards.		No information available
Shared Notes Create and share meeting notes collaboratively.		No information available
Hand Raise Feature Participants can signal a desire to speak.		No information available
Instant File Sharing Share files directly in meetings or threads.		Standard file/document sharing cited for meetings.
Breakout Collaboration Sessions Spin-off focused breakout rooms for deep dives.		Breakout rooms support collaborative sessions.
Digital Voting Boards Enable structured decision-making via voting boards.		No information available
Automated Meeting Summaries AI-generated post-meeting summaries and action items.		No information available
Scheduled Reminders Automated calendar and email reminders for upcoming sessions.		Automated calendar reminders and notifications are mentioned.
Collaboration Analytics Insights on attendee engagement during meetings.		Analytics about attendee engagement referenced as real-time analytics.
Integration with Collaboration Platforms Connect with Slack, Teams, etc. for seamless workflows.		No information available
Async Collaboration Tools Allow asynchronous updates, comments, and reviews.		No information available
Participant Tagging Tag attendees in notes and action items for follow-up.		No information available

Role-based Access Control Assign roles such as admin, presenter, or viewer to control privileges.		Host/presenter vs. audience/guest role structure described in support material.
Invitation Management Send, track, and revoke meeting invitations.		Explicit 'event invitation' management part of the admin dashboard.
RSVP Tracking Monitor attendee confirmations for meetings.		No information available
Pre-registration Forms Gather information and agreements from attendees before sessions.		Registration forms, including NDAs/disclosures, required before entry.
Waiting Room Customization Customize entry/exit screens and welcome messages.		Ability to customize waiting/entry screens mentioned.
One-click Access Links Generate unique, expiring links for easy, secure access.		No information available
Session Limit per Attendee Restrict number of concurrent sessions per user.		No information available
Guest Controls Limit guest attendees' actions and visibility.		Granular guest controls for visibility and permissions cited.
Automated Entry Permissions Auto-apply access settings by type of participant (e.g. LP, founder).		No information available
Event-specific Access Keys Unique keys/codes per event for tight security.		No information available
Bulk Invite Upload Upload lists of emails for mass invites.		No information available
Access Revocation Tools Instantly withdraw access when needed.		Hosts can instantly revoke attendee access if needed.
Time-limited Content Links Links to decks or replays expire after a set time.		Link expiration for content shares is referenced.
Access Activity Logs Track who accessed what, when.		No information available
Custom Access Policies Define access flows for different meeting types.		No information available

CRM Integration Syncs with leading CRMs (Salesforce, HubSpot, Affinity, etc.).		Investor CRM (like Salesforce) integration promoted as differentiator.
Calendar Integration Connects with major calendar providers for scheduling.		Calendar (Outlook, Google) integration referenced in event setup workflow.
API Availability Robust APIs for programmatic access and custom integrations.		No information available
IR Platform Integration Connects with IR and reporting systems.		Targeted for IR/VC use, integration with reporting platforms suggested.
eSignature Platform Support Works with DocuSign, HelloSign, etc.		No information available
Data Room Integration Seamless sharing of documents to deal room/data room platforms.		No information available
Analytics Platform Integration Feeds meeting data into analytics/business intelligence tools.		No information available
Contact Directory Import Import contacts from address books or LinkedIn.		No information available
Slack/Teams Notifications Sends notifications to collaboration platforms.		No information available
Zapier Support Connects to other tools via Zapier and workflow automation.		No information available
Integration Marketplace Marketplace or directory for 3rd-party integrations.		No information available
Single Sign-On Providers Integration with major SSO providers (Okta, Azure AD, etc.).		No information available
Webhooks Outbound webhooks for real-time updates to other systems.		No information available
File Storage Integration Connect to Dropbox, Box, Google Drive, and other cloud storage.		No information available
Custom Integration Support Professional services for bespoke integrations.		No information available

Attendance Tracking Tracks which participants joined, for how long.		Real-time analytics for event attendance highlighted.
Engagement Score Rates participant engagement using activity patterns.		No information available
Drop-off Analysis Analyzes when in the session attendees leave.		Drop-off and viewer retention analytics referenced.
Presentation View Tracking Monitors which slides/deck pages were viewed and for how long.		Tracks slide/document view engagement.
Q&A Analytics Shows volume and nature of Q&A during meetings.		No information available
Poll/Survey Response Rates Tracks poll participation and completion rates.		undefined Polling and survey rates are part of analytics dashboard.
Download/Access Logs Monitors who accessed which documents/decks.		Tracks who accessed/downloaded content.
Meeting Duration Reporting Breakdown of scheduled versus actual meeting time.		No information available
Action Item Tracking Tracks outstanding and completed action items.		No information available
Follow-up Metrics Measures promptness of follow-up actions after meetings.		No information available
Geographic Participation Reporting Shows breakdown by attendee regional location.		No information available
Custom Report Builder Build and export customized analytics reports.		No information available
Export to Excel/CSV Download raw analytics data.		No information available
Visualization Tools Integrated charts and graphs for data analysis.		No information available
Automated Scheduled Reports Periodic delivery of analytics and dashboards to stakeholders.		No information available

Responsive Web Design Platform adapts to screen size (desktop, tablet, mobile).		Web-based platform is responsive for desktop and mobile.
Mobile App Availability Native apps for iOS and Android.		No information available
Keyboard Navigation Full-feature access via keyboard controls.		No information available
Screen Reader Support Optimized for use with screen readers.		No information available
Multi-language Support User interface is available in multiple languages.		No information available
Live Captions/Subtitles Live-generated captions for accessibility.		No information available
Color Contrast Tools Adjust UI contrast for visibility and accessibility.		No information available
Easy Onboarding Guided setup and support for new users.		Easy onboarding and support resources are referenced.
Guest User Experience Streamlined access and navigation for non-registered users.		Efficient guest experience for non-registered users highlighted.
Customizable Interface Users can adjust the look and feel to their preference.		No information available
Help and Support Widgets Contextual help and live support embedded in the UI.		No information available
Personalization Options Bookmarks, favorite views, and saved settings.		No information available
Session Continuity Rejoin meetings without losing context when disconnected.		No information available
Minimal-click Navigation Common tasks are accessible with minimal clicks/taps.		No information available
User Profile Management Users can update their contact and preference settings.		No information available

Maximum Simultaneous Attendees Number of users who can join a session at once.		No information available
Concurrent Sessions Supported Number of meetings that can be run in parallel.		No information available
Uptime SLA Guaranteed service uptime.		undefined High uptime/service reliability cited for enterprise/finance usage.
Automatic Capacity Scaling System auto-scales to handle increased usage.		No information available
Load Balancing Dynamically allocates traffic to maintain performance.		No information available
Geographically Distributed Servers Server locations across continents for global reach.		Cloud-based infrastructure designed for global audience, suggesting distributed servers.
Platform Speed Average time to load main interface.		No information available
Auto-reconnect & Recovery User sessions recover automatically from connection issues.		Session auto-recovery and reconnect cited in help docs.
HD Video Streams Supported Number of concurrent high-definition video feeds.		No information available
Latency Round-trip time for data (video, chat) updates.		No information available
Cloud Infrastructure Provider Hosted on top-tier, reliable infrastructure.		Hosted on AWS and/or Microsoft Azure, both top-tier providers.
Rate Limiting/Throttling Prevents overload attacks and maintains stability.		No information available
Seamless Version Upgrades New features roll out with minimal downtime.		No information available
Automated Failover Services automatically move to backup systems on failure.		No information available
Redundancy across Regions System designed to stay online if one region fails.		No information available

24/7 Customer Support Support team available around the clock.		Support team available 24/7 for enterprise clients.
Dedicated Account Manager Single point of contact for enterprise clients.		No information available
Onboarding and Training Sessions Guided live or recorded training for new users.		Onboarding and live training available for new clients.
Comprehensive Documentation Extensive online manuals and guides.		Comprehensive documentation and help resources online.
Response Time SLA Maximum time until first support response.		No information available
Multi-channel Support Accessible via chat, email, and phone.		No information available
Knowledge Base Access Searchable knowledge base for troubleshooting.		Searchable knowledge base is public on support site.
Community Forums Online community peer-to-peer support.		No information available
Escalation Pathways Defined process for urgent or critical support issues.		Managed support with escalation for critical event issues.
Customer Feedback Loops Collect regular feedback to shape product roadmap.		Solicits customer feedback for platform improvements.
Video Tutorials Pre-recorded demos on common tasks and features.		Video tutorial resources available in learning center.
User Group Events Regular roundtables or webinars for power users.		No information available
Live Chat Support Instant web-based assistance.		Live chat support embedded within the admin interface.
Feature Request Tracking Submit and monitor requests for new features.		Tracks feature requests and enhancements from enterprise clients.
SLAs for Issue Resolution Guaranteed time to fix critical issues.		No information available

Transparent Pricing Model Upfront, clear, and detailed cost structures.		Transparent pricing and packages detailed on website.
Flexible Plans Tiered plans for different firm sizes and needs.		Flexible subscription options for different firm sizes.
Free Trial/Proof of Concept Option to pilot platform before purchase.		Free trial/demo offers available to prospects.
Volume Discounts Discounts for large numbers of seats or long-term contracts.		Discount tiers for high-volume and long-term contracts described.
Custom Pricing for Enterprises Negotiated pricing for large buyers.		Custom/enterprise pricing available for large firms.
No Hidden Fees No surprise upsells or undisclosed costs.		No hidden fees claim stated in pricing FAQ.
Pay-as-you-go Option Capacity-based and pay-for-usage billing.		Monthly and usage-based billing possible.
Refund Policy Clear terms for credits or refunds.		Refund and credit policy available online.
Cost per User Cost structure is per user or per meeting.		No information available
Annual Plan Savings Percent cost saved versus monthly billing.		No information available
Upgrade/Downgrade Flexibility Modify subscription levels easily.		Plan upgrades/downgrades available from self-service portal.
Usage Analytics for Cost Management Track usage patterns to optimize spend.		Analytics provided for monitoring usage and optimizing spend.
Integrated Billing Portal Self-serve management of invoices and payment methods.		Billing portal for invoice and credit card management accessible to admins.
Nonprofit/Educational Discounts Special pricing for eligible organizations.		No information available
Flexible Contract Terms Monthly, annual, or multiyear options.		Offers monthly/annual as well as custom contract terms.

WorkCast Stratus from WorkCast

Product analysis by function

Virtual Meeting and Presentation Systems for Investor Relations

Video Conferencing (7 Yes /7 Known /15 Possible features)

Digital Presentation Tools (5 Yes /5 Known /15 Possible features)

Security and Compliance (4 Yes /4 Known /15 Possible features)

Collaboration and Engagement (7 Yes /7 Known /15 Possible features)

Access Management (7 Yes /7 Known /15 Possible features)

Platform Integration (3 Yes /3 Known /15 Possible features)

Analytics and Reporting (5 Yes /5 Known /15 Possible features)

User Experience and Accessibility (3 Yes /3 Known /15 Possible features)

Scalability and Performance (4 Yes /4 Known /15 Possible features)

Support and Service (9 Yes /9 Known /15 Possible features)

Cost and Value (12 Yes /12 Known /15 Possible features)