Investment Management Software
Simplify Investment Management with Real-Time Performance Insights
Simplify Investment Management with Real-Time Performance Insights
Managing a wide range of investments across equity and debt can be a daunting task without the right solution in place. PE Front Office enables investment teams to efficiently manage multiple investment instruments including equity and debt along with debt amortization schedules, actual and expected cash flows, valuations, cap tables, and automated reporting. Benefit from real-time IRR and MoC calculations, as well as seamless quarterly reporting.
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Portfolio Dashboard
Portfolio Dashboard
Achieve a 360-degree overview of the portfolio investments with details like number of investee companies, sectoral bifurcation, total invested amount, and total value.
Detailed Portfolio Company View
Detailed Portfolio Company View
Capture portfolio information and link the deal information seamlessly with the portfolio company. Track portfolio performance with automatically calculated parameters, such as IRR and MOC.
Diverse Investment Classes
Diverse Investment Classes
Track investments across multiple asset classes such as equity, debt, preference shares, convertible notes, bonds, and debentures. Manage multiple fund investments and managed co-investments.
Actual and Expected Cashflows
Actual and Expected Cashflows
Capture cashflows while maintaining all the historical records. Track actual cashflows vis-a-vis expected cashflows.
Amortization/Repayment Schedule
Amortization/Repayment Schedule
Automatically generate and adjust amortization/repayment schedules, based on loan parameters, and manage the corresponding cashflows easily.
Quarterly Valuations
Quarterly Valuations
Track instrument-wise valuations while maintaining all the historical records. Capture the valuation methodology and upload supporting documents.
Shareholding/Cap Table
Shareholding/Cap Table
Maintain the shareholding pattern of funds and non-managed co-investors with automated shareholding calculations. Fund managers have the flexibility to add other stakeholders such as non-managed co-investors, promoters, and company ESOP pool.
Track Funding Rounds
Track Funding Rounds
Track key parameters such as pre-money and post-money valuations across multiple funding rounds for a VC firm.
Evaluate Investment Performance
Evaluate Investment Performance
Easily track the performance of portfolio investments, through automatic IRR and MOC calculations based on cash flows and valuations. Perform what-if/scenario analysis with audit trails. Maintain a historical view for analysing investment performance by tracking IRR, MOC and Valuations.
Perform real-time analysis of data and generate comprehensive reports, such as Investment Report, Cashflow Report, and Instrument Level IRR Report.
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