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Document Management

Document Management

Document Management

PE Front Office offers a powerful document management system designed to store and manage documents related to deals, portfolios, funds, etc. It offers a dedicated data room at each entity level for document storage and access, with a custom folder structure.

The software supports automated multiple document uploads for multiple deals or portfolio companies. It also captures the path to external drives, such Dropbox and Google Drive, making it a truly versatile and powerful productivity multiplier while mitigating the risk of document loss or tampering.

Document Management

Secured Data Room

A dedicated data room at each entity level enables creating custom folder structures for maintaining documents related to deals and due diligence activities. It also supports the drag-and-drop functionality and external drives, such as Dropbox and Google Drive.

Easy Document Upload

Upload documents from your local drive by using the drag-and-drop functionality, create folder structures to store documents, and attach them to contacts, deals, portfolios, investors, or funds. The upload of multiple documents for different records, at one go, is completely automated.

Integration with Outlook and Gmail

Upload documents directly from Outlook or Gmail using our plugins and attach them to emails directly. Directly upload email attachments to the system and manage all documents of a contact at one place.

Our Solutions

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Productivity Multipliers