The platform gives capital providers access to Boss Insights products, supporting them throughout the financing process
Lead Qualification
Screening companies is time-consuming and offers little ROI. Capital providers sort through thousands of companies because there hasn’t been a better way to answer the million-dollar question, “will you maximize my ROI?”. Lead Qualification automates companies’ data, tracks the companies and offers personalized responses.
Due Diligence
For most capital providers, full due diligence on companies leads to no deals given the time and cost. Due Diligence scales the process by providing a curated company snapshot in real-time. The platform integrates with the companies’ software automating trading in PowerPoints, PDFs and data room for a personalized link which helps them connect to the data dock as quickly as connecting to wi-fi. Our system is bank-level secure and privacy settings are set by companies, giving them the control they deserve.
Portfolio Monitoring
Funding a company is a difficult process. However, after the funding is complete the work has only begun. The portfolio of companies capital providers manage must be tracked on an ongoing basis to ensure returns. Portfolio Monitoring provides real-time information on a curated dashboard which is then aggregated to the portfolio level for effortless reporting to capital providers. The reporting will demonstrate any areas of concern in real-time so that capital providers can address these areas with companies earlier. It’s the information edge that every capital provider craves.
Founder-Funder Matching
Currently, matching tools are actually just lists of companies in the same space. As a result, meetings are a series of questions to see if there’s a checklist match with few leading to funding. Smart Matching is a scalable founder-funder two way matching platform. The algorithm considers both funders and founders interests and weights those interest. Our platform will match in as quickly as one day, offer upsell opportunities and enable you to collect ROI metrics.
Investor-Start-Up Matching
Unlike public markets, there’s no standardized way to describe a companies’ potential chance of success. Investors and corporates find it time consuming to find the perfect start-up. Smart Matching accelerates this matching from months to minutes. Helping investors achieve their ROI with growth and accuracy. The Smart Capital Boss Insights platform takes in data from our data partners and with predictive analytics creates a report that showcases future success of a company. This report card can be used by the founders to find their right funding match.
Business Insights
Capital providers and companies lose a lot of time in collecting and sharing data. Business Insights AI models see patterns humans can’t. It connects your back office software systems, fine-tunes your data sharing settings and helps you gain 360° insights on everything from the big picture to the details of your business.