DAVIGOLD
 
 
SOLUTION FOR PRIVATE EQUITY INVESTORS

Detailed information classified by company division
e.g: legal & business information, contacts, financials.
Eye-catching dashboard enabling the user to view in one click any section from any portfolio company
Detailed follow-up of all the tasks relating to the post-acquisition process of each company
Portfolio service quality measurement:
  • Monitoring of investor queries/complaints
  • Measurement for number of open/closed complaints


Management of events relating to a specific portfolio company
e.g: general assemblies, board meetings.
Anticipation of legal and administrative requirements in different jurisdictions
Management of any seller’s guarantees

Tracking of the main documents of each company: general assembly minutes, annual reports

Forecast and actual figures displayed monthly, quarterly, annually and easily configurable by the user for each company
Real-time budget adjustments by the user, including:
  • Storage of all subsequent budget changes for the company, at any given date
  • One-click display of previous budgets compared to future budgets, with percentage deviation between any previous budget and actual figures
Track and compare performance against budget over independent time periods

Track cash burnrate against business plan and available liquid funds
Key Performance Indicators’ tracking for each portfolio company, configurable by the user
Web access by the portfolio companies’ CFOs, fully configurable by the user, enabling them to fill in the data in a user-friendly table

Management of multiple security types such as: ordinary shares, preferred shares, options, warrants, convertible bonds
Flexibility to support all types of financial transactions: investments, divestments, mergers and acquisitions, interest payments, dividends, advisor fees, stock splits
Automation of alerts for events like convertible, option or warrant exercise
Creation of a single shareholding operation proportional for a group of investors, in one click
Dynamic capitalisation table follow-up (detailed shareholding per shareholder taking into account diluting factors such as ratchet mechanisms and special types of securities)
Ability to view the capital table at previous dates
Debt management tool, including loan servicing

Detailed follow-up of subsequent valuations for each portfolio company
Automatic tracking of comparable multiples for the company
Valuation calculations through defining weighted averages of different methods of calculations (comparison with industry multiples, DCF, Net Asset)
Ability for the user to change their final valuation including free text comments
Attachment of any valuation models for each valuation

Performance: IRR/Multiple measurements by portfolio company, including all types of simulations:
  • Forecast cash flows
  • Ability to measure the impact of one or multiple operation(s) on the company’s IRR/Multiple

Automatic generation of standard memos for introducing the company
Follow-up of all actions with each potential buyer

Search on pre-configurable websites and storage of all the updated news relating to each portfolio company
Automatic market research analysis through key words' searches across the portfolio companies’ Industries and markets
Creation of a library of accurate information on industries automatically populated over the years, linked to our powerful search engine
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Deal flow management
Portfolio management
Fund administration
Fund raising
Investor relations management
Contact and action management
Management of documents
Report generator
Accounting module
General features
Confidentiality
Technical requirements
Services
 
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