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Follow-up of the execution process for each project (IPO, Private Equity, Project Finance):
- General information about the project
e.g: date received, status, source.
- Complete data about the company/fund (logo, key figures, activity, legal information)
- Appointment of the team (project leader, project team members)
- Follow-up of all the meetings and e-mails exchanged with the team and external advisors
- Follow-up of tasks relating to a specific project
- Attribution of documents relating to a particular project
- Follow-up of the documents' sending for each project (marketing presentation, investment summary, NDA sent, NDA signed)
- Creation of standard reports (summary about the project, status on the follow-up of the project)
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Selection of potential investors universe at the project level |
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Automatic sending of information about the project to the investors |
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Possibility to sort out the projects (filters) by type of project and date |
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Statistics on projects' durations / fees / expenses |
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Knowledge management: automatic search and storage of updated news relating to your clients' companies
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