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Deal Flow for Private Credit/Debt

Deal Flow for Private Credit/Debt

Deal Flow

PE Front Office lets you manage the entire deal flow with efficiency, from deal origination to commitment. Given the possibility of unique processes in every organisation, PE Front Office offers the flexibility to configure deal flows that can be customized to any internal process.

We provide a robust platform to efficiently sift through multiple deals to arrive at the winners while collaborating with geographically distributed teams. The workflow feature ensures that consistent processes are followed across all deals.

Deal Flow

Built for Private Credit/Debt Funds

Designed for the unique requirements of private credit / debt funds, this single repository can store all the data for all of your opportunities. It allows for better investment decisions too; you can easily identify that one opportunity among hundreds.

Quick, Easy and Intuitive Deal Creation

Along with a simple and intuitive user interface, you can create deals using email, mobile apps, or Microsoft Excel. Deal creation can also be automated using web or Google forms.

Deal Stage Tracking

Your investment team can use PE Front Office to track deals across multiple stages, right from prospecting, on to IC review, and to commitment. It further allows you to define and track multiple activities required for completion at each stage.

Detailed Deal Attributes

The exhaustive deal attributes of this software allows capturing all of the information about the deal. In addition to basic information, such as stage, sectors, and sub-sectors, PE Front Office also tracks the deal leader and the deal source.

Credit/Debt specific Parameters

PE Front Office enables you to track specific parameters, such as collateral details, loan tenor, and debt provision, which are important for private credit/debt funds to make sound business decisions.

Target Company Information

Quickly assess the target company’s financial feasibility by capturing and analyzing detailed financial metrics. Our software integrates with third-party data providers to fetch the prospect’s financial data and build custom deal scorecards.

Manage Due Diligence Process

A step-by-step due diligence process serves as a compliance checklist for a deal to move across stages. Define and track activities to be completed for each of the deal stage and set up notifications and audit trails.

Co-Investors

Co-investors are often part of the deal pipeline management. PE Front Office enables you to capture the details of co-investors, track interest levels, and manage the fund-raising cycle.

Analytics & Reports

Perform real-time analysis of data and generate comprehensive reports with a variety of inbuilt analytics, such as Pipeline Movement Analysis, Deal Summary, and Deal Tracker report.

Our Solutions

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Productivity Multipliers