Deal Flow Management
Keep track of the investment process for each deal; Manage the documents associated with each deal; Manage and monitor the costs and the cost allocation of each deal; Follow the approval of deals, contracts and invoices with the automated workflow system
Edit all the relevant information about a deal. Add unlimited activities related to a deal (e.g. a meeting with shareholders) Add to every deals the events occurred until now, such as: signed the Memo of Understanding on Oct, 11, the Binding Offer on Nov 23, etc. Store the text of the minutes for every investment committee or board of directors meeting, to easily create the minutes report and keep the history of what have been decided about the deal. Add any document you need to deals, budgets, invoices. Use unlimited labels to classify the documents. |
|
Filter the deals by stage and get different pipeline layouts depending on the stage.
Add budgets to your deals and compare to final balance, to keep track of your costs.
Portfolio
Keep the master data of your portfolio companies
Reports
Analyze your data with the charts about your deal funnel, the geographical distribution, the technologies, and more. Change the timeframes and the stages to get in deep information.
Get standard reports about deals, and costs, with variable timeframe, plus:
Full text search: Find results searching for keywords inside deal data.
Add budgets to your deals and compare to final balance, to keep track of your costs.
Portfolio
Keep the master data of your portfolio companies
- add the investment rounds done for each portfolio company
- edit and store the quotes of each shareholder and keep the history of capital variations.
- edit the main balance sheet numbers for each portfolio company, archiving historical data
- add to-do lists related to the company
- add any document you may need to each company.
Reports
Analyze your data with the charts about your deal funnel, the geographical distribution, the technologies, and more. Change the timeframes and the stages to get in deep information.
Get standard reports about deals, and costs, with variable timeframe, plus:
Full text search: Find results searching for keywords inside deal data.