• Deal flow reports
  e.g: pipeline of investment opportunities, pre investment committee report, deal working party list, financial intermediaries’ score card, team tasks’ list.
• Portfolio companies’ reports
  e.g: company overview, valuations’ summaries, shareholding structure, company main events’ list, capital structure.
• Fund reports
  e.g: fund quarterly report, track record summary, fund compliance reports.
• Fund raising and Limited Partners reports
  e.g: fund raising pipeline, capital call and distribution letters, detailed capital account statements.

Creation of reports by the user in a few clicks, through our “drag & drop” tool enabling the user to generate reports according to any template (the template can contain images, graphs, free text)

Generation of any report at any previous date (our software tracks all of the changes made in the database), on any format (Word, Excel, PDF, PowerPoint, HTML)

Automatic sending by e-mail of specific reports to specific users on a periodic basis as defined by the user