FAQs Asked By Trial Users & Customers

Below are frequently asked questions raised by our trial users and customers.

 

1. Question:  Is there any other option than Excel for company import? Ideally, a live connector with Crunchbase, Pitchbook, etc would be great so that target company data within Devensoft can be kept up to date.

Answer: [Nick]: Not currently, but we have had some discussions with Crunchbase about integration. Pitchbook is also on our list. The fact is that we get requests for integration with various platforms, but some, such as Cap IQ and FactSet, are closed off from third-party integrations because they charge for the data and it could cause some challenges with their licensing model.

2. Question: Can I modify the Target profiles so that they include valuation and investment-related details? Those are details that I extract out of CapitalIQ / FactSet and would want to carry over into target profiles.

Answer: [Nick]: You can add Custom Properties in the Target detail page. However, to get that data in the reports, we would need to add the new fields to the dataset for Power BI, the Analytics tool embedded in our software.

3. Question:   Can the operational reports be edited? For instance, my scoring algorithm is different than what’s in the system currently. I also look at the deal funnel a little differently so would like to tweak that if possible

Answer: [Nick]: The operational reports can only be edited by our developers, but the Power BI (Analytics) reports can be edited by you using the Edit button.  That’s where we suggest our customers make edits and create new reports.