at Financial Technnology Year
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Features in Exit Planning Solutions
for Portfolio Management
Software for scenario modeling of potential exits, managing data rooms for acquisition processes, and tracking potential acquirers.
We ask vendors to mark their product against our feature list. It is not available for all products and in some cases we have derived data from publicly available sources. The list of features follows. Vendors can add a further 10 key features of their own.
Acquirer & Buyer Management
Track and manage lists of potential buyers or acquirers, including engagement and relationship statuses.
- Acquirer Database
- Centralized repository for potential acquirers, partners, and interested parties.
- Acquirer Storage Limit
- Maximum number of acquirers the system can handle.
- Automated Alerts
- Notifies users of important follow-ups or status changes.
- Bulk Import/Export
- Allows importing and exporting acquirer lists and associated data.
- Contact & Relationship Management
- Stores key points of contact, notes, and relationship histories.
- Document Sharing for Acquirers
- Enables permission-based document distribution to interested buyers.
- Engagement Tracking
- Logs interactions, outreach, and deal progress for each acquirer.
- Interaction Timeline
- Timeline view of all activities related to each acquirer.
- Interest Scoring
- Scores each acquirer's likelihood to proceed based on configurable criteria.
- Pipeline Visualization
- Visualizes the acquisition funnel and acquirer engagement status.
- Tagging & Segmentation
- Segment acquirers by industry, location, strategic/financial, etc.
Customization & Extensibility
Degree to which the platform can be tailored for unique processes or integrated with custom tools/workflows.
- Custom Integration Hooks
- Supports custom integrations with proprietary internal systems.
- Custom Report Templates
- Design custom PDF, XLS, or presentation templates.
- Custom Workflow Builder
- Design and deploy custom processes for exit scenarios.
- Flexible Data Model
- Allows for adding/removing fields from key objects (companies, acquirers, scenarios, etc.).
- Scriptable Automation
- Allows for custom automation/scripts via SDK or scripting language.
- White-labeling/Branding
- Customize platform appearance with own branding.
Data Room & Document Management
Features that facilitate due diligence and secure sharing of sensitive data during acquisition or exit planning.
- Audit Logging
- Tracks who accessed, downloaded, or edited documents.
- Bulk Document Upload
- Allows multiple files to be uploaded simultaneously.
- Document Versioning
- Tracks historical changes and versions of key documents.
- Encryption at Rest & in Transit
- Ensures industry-standard encryption for all stored and shared documents.
- Expiration & Watermark Controls
- Manages document expiry dates and watermarking for confidentiality.
- Granular Permissions
- Fine-grained user and document access controls.
- Integration with Cloud Storage
- Connects to services like Google Drive, Dropbox, etc.
- Max Concurrent Users
- Number of simultaneous users allowed access.
- Max Document Storage
- Total storage allocated for the data room.
- Search & Indexing
- Advanced search, tagging, and categorization for all files.
- Secure Q&A Section
- Facilitates Q&A between buyers and sellers in a controlled environment.
- Virtual Data Room (VDR)
- Centralized, secure document repository for acquisition and diligence processes.
Integration & API Connectivity
Seamless interoperability with other portfolio management, CRM, market data, and reporting platforms.
- API Access
- Open API for custom integrations and data extraction.
- CRM Integration
- Connects with popular CRM tools (Salesforce, HubSpot, etc.).
- Data Export
- Exports data in multiple formats (CSV, XLSX, PDF, etc.).
- Integration Capacity
- Maximum number of concurrent third-party systems connected.
- Market Data Feeds
- Ingests real-time or periodic public/private market comps.
- Portfolio Management Integration
- Syncs with existing portfolio management software.
- Single Sign-On (SSO)
- Supports federated identity standards (SAML, OAuth, etc.).
- Webhook Support
- Triggers workflow automations on data changes.
Reporting & Analytics
Advanced analytics, dashboards, and automated reporting capabilities to support exit planning and decision making.
- Automated Scheduled Reports
- Sends periodic exit scenario, progress, and due diligence reports automatically.
- Benchmarking Analytics
- Compares performance to peer funds or industry exit averages.
- Custom Dashboard Builder
- Builds tailored dashboards around key exit KPIs.
- Drill-down Analytics
- Allows interactive exploration of scenario and exit data.
- Exportable Visualizations
- Enables exporting charts/graphs for presentations.
- Max Saved Dashboards
- Number of dashboards that can be saved per user.
- Real-Time Updates
- Dashboards update as data changes.
- Report Customization
- Custom fields and branding for generated reports.
Scenario Modeling & Valuation
Tools to model diverse exit scenarios, simulate outcomes, and project returns under different acquisition, IPO, or secondary sale assumptions.
- Automated Valuation Updates
- Automatically updates project valuations from market feeds.
- Convertible Instruments Modeling
- Supports modeling of SAFEs, convertible notes, etc. in exit scenarios.
- Exit Probability Weighting
- Allows users to assign likelihoods to modeled scenarios.
- Market Benchmarking
- Compares modeled exits to market comparables.
- Return Forecasting
- Projects IRR, MOIC, and other return metrics based on input scenarios.
- Scenario Builder
- Allows creation of customizable exit scenarios with assumptions for valuations, timing, structure, etc.
- Scenario Storage Capacity
- Maximum number of scenarios that can be saved and managed.
- Scenario Version Control
- Tracks, saves, and compares different scenario models over time.
- Secondary Sale Simulation
- Simulates the effects of partial share sales to third parties.
- Sensitivity Analysis
- Tests key variables' impact on projected outcomes.
- Speed of Calculation
- Time taken to run scenario simulations and analyses.
- Waterfall Analysis
- Models capital distribution across stakeholders for each exit scenario.
Security & Compliance
Robust protections for sensitive data and compliance with relevant regulatory standards.
- Audit Trail
- Comprehensive tracking of all user and admin actions.
- Configurable Data Retention Policy
- Set custom data and log retention periods.
- End-to-End Encryption
- Protects data both in transit and at rest.
- GDPR/CCPA Compliance
- Features and legal terms to support compliance requirements (including data subject requests, right to erasure, data minimization, etc.).
- Incident Response Automation
- Automated alerting and workflow for security breaches.
- Multi-factor Authentication (MFA)
- Enforces multi-step user authentication.
- Role-Based Access Control
- Granular user permissioning by data type and action.
- Third-Party Security Certifications
- SOC2, ISO 27001, or equivalent certifications.
Support & Service
Support options, training resources, and platform uptime/availability metrics.
- 24/7 Customer Support
- Round-the-clock support availability.
- Dedicated Account Manager
- Assigned success manager for client engagement.
- Live Chat Support
- On-demand in-app or web chat help.
- Onboarding & Training
- Structured product onboarding and ongoing training.
- Platform Uptime
- Historical platform reliability.
- Response Time SLA
- Maximum time to first response on support tickets.
- Uptime Guarantee
- SLA-backed platform uptime.
Usability & User Experience
End-user interface and customization capabilities to fit venture capital team needs.
- Accessible Design
- Compliance with accessibility standards (WCAG, etc.).
- Customizable Workspaces
- Allows users to tailor their dashboards and views.
- Mobile Accessibility
- Full access via mobile app or responsive browser.
- Multiple Language Support
- Interface available in several languages.
- Navigation Speed
- Average time to move between main screens.
- Onboarding & Tutorials
- Guided onboarding and in-app help for new users.
- User Custom Fields
- Add custom data fields to records, scenarios, etc.
Workflow Automation & Collaboration
Collaborative capabilities and process automation for exit planning teams and stakeholders.
- Approval Workflows
- Routes important documents and decisions for approval.
- Deal Pipeline Automation
- Automates stage advancement and reminders in the exit process.
- Document Collaboration Capacity
- Number of users who can simultaneously edit a document.
- Internal Chat/Messaging
- Allows for contextual team discussions in-platform.
- Notifications & Alerts
- Delivers reminders and activity alerts to users.
- Task Management
- Assigns and tracks responsibilities, deadlines, deliverables.
- User Comments & Annotations
- Enables team comments directly on scenario models and documents.
- Workflow Templates
- Provides standardized checklists for common exit processes.