Deal Pipeline enables easy deal creation with extensive tracking, reporting and analysis that assists in the decision making process and helps organize all deal resourcing data on a common platform.

PE Front Office Deal Pipeline module helps in managing the investment pipeline by automating the creation and management of deals. It provides extensive tracking, reporting and analysis that helps in decision making capability for the business.

Key Features

  • Quick and easy deal creation
  • Track basic deal information, investment summary and deal metrics
  • Customize deal stages & workflow that enables intuitive deal stage transition
  • Support for due diligence process, management check-list and alerts (Workflow enabled optional & mandatory tasks associated with Deal Stages)
  • Link contacts, organization and deal team members
  • Log all the meetings, activities and tasks linked to a deal
  • Attach all the related emails using Outlook plugin
  • Link or upload all related documents into a single repository

Reports & Analytics

  • Deal Tracker Report (Excel)
  • Pipeline Resourcing Report
  • Pipeline Diversification Analysis
  • Pipeline Stage Vs Sector Analysis
  • Pipeline Movement Analysis (Funnel)