PE Front Office offers comprehensive solution with focus on the front and middle office workflow i.e. identifying deals and investing & tracking portfolio companies for the Limited Partners.
Our solution includes CRM, Deal Pipeline, Portfolio Management (supports Equity, Preference Shares and Warrants transactions) and Reports & Analytics. This is further augmented by Task & Activities Management, Document Management, Outlook/Gmail Integration and Mobile App.
Solutions for Limited Partners:
- Helps in managing the investment pipeline by automating the creation and management of deals.
- Provides extensive tracking, reporting and analysis that helps in decision making capability for the Business & Management Teams.
- Supports the due diligence process, management check-list and alerts.
- Allows to create customized workflows and enable Optional & Mandatory Tasks associated with Deal Stages.
- Helps in organising all deal resourcing data on a common platform.
- Offers capabilities to track actual & expected cashflows (supports Equity, Preference Shares and Warrants transactions), valuations and calculates IRR & MoC in real-time.
- Streamlines data collection and enables quick analysis of the performance of the portfolio companies.
- Offers capabilities to gather, monitor, manage and report data on portfolio companies’ financials & KPIs.
- Powers Deal Pipeline, Portfolio Management and Investor Management modules.
- Enhances productivity by providing consolidated contact information with integrated Document, Calendar, and Email management.
- Facilitates bi-directional sync of business contact between PE Front Office CRM and Outlook/Gmail.
Reports & Analytics
- 100% browser based solution without any need for external Software.
- Enables tracking and analysing Deal Pipeline, Portfolio and Fund Performance with real time ability to generate charts and reports.
- Allows for a variety of analysis based on real time data.