SOLUTION FOR FUNDS OF FUNDS |
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Follow-up of the due diligence process for each project:
- General information about the project
e.g: date received, status, source, deal size.
- Complete data about the fund
e.g:
performance, management team expertise, legal information, conditions as management fees and carried interest.
- List of external advisors carrying out financial, legal and strategic due diligence
- Management team references
- Follow-up of all meetings, e-mails, mails, and faxes exchanged within the team and with external advisors
- Follow-up of tasks relating to a specific project
- Attribution of documents relating to a particular project
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Eye-catching configurable dashboard displaying your complete deal flow by any required criteria (type of fund, date, status, investment vehicle), personalized for each user
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Ability to track progress of opportunities |
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Performance simulation tools (for secondary funds of funds):
- Possibility, for each portfolio fund, to tick one or several portfolio companies that will recalculate the fund performance with or without any company or group of companies
- Statistic figures displaying the spread of gains/losses between each portfolio company
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Automated follow-up to prompt movement of deals throughout pipeline |
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Definition of criteria to be met for elevating opportunities through the assessment stage |
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Tracking of rejected opportunities and related information to avoid duplicate review of same investment |
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Possibility to define restricted access for certain deals to certain users |
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Automatic search and storage through the Internet of updated news relating to your deal flow funds |
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Capture of all funds deals taking place in the market through third-party databases' integration |
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While working on a specific potential investment (fund), identification of all similar deals according to comparative criteria pre-defined by the user
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Market analysis tracking and display for every single type of investment
e.g: LBO mid-market funds in Eastern Europe, Telecom funds in Middle-East. |
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Tracking of all relevant market analysis information classified by business industry, by period and region automatically stored and searchable over the years |
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