Comprehensive task management tool enabling definition of duration for each task, appointment of external advisor responsible and definition of cost per task
e.g: due diligence including financial, legal and environmental audits.
Affiliation of tasks to any project
e.g: due diligence, post-acquisition project, fund raising project.
For each task, definition of sub-tasks allowing the user to plan milestones for any project
Management of recurring tasks
Generation of any type of task under condition(s) pre-defined by the user
e.g: to fill in the Investment memorandum once the status in deal flow is defined as "Approval".
Automatic calculation of time spent by the team for each project
Generation by the user of any type of alert:
Portfolio companies’ alerts (definition of any ratio, key figure, KPI)
Fund alerts (legal and tax ratio alerts)
Projects alerts (cost of a due diligence)
External advisor (cost by external advisor)
Automatic sending of alerts by e-mail
Management of recurring alerts
Summary reports of all the alerts defined by the user for a certain period of time
