Deal Flow Management Software

Deal Dashboards

Gain centralized view of your deal pipeline with Kanban view, List view and Intuitive dashboard highlighting key metrices like deal-stage, and deal sector visualization in the form of pie, bar or funnel charts.

Automated Deal Creation

Simple and intuitive user interface to create deals using Web interface, Outlook/Gmail plugin, iOS/Android mobile app, Webform or bulk import via MS Excel.

Use AI-powered pitch deck data extraction feature to autofill key deal attributes and create a deal directly on PE Front Office platform.

Multi-Manager Deal Flow

Manage fund investments and direct deals in one pipeline. Track prospective commitments across primary funds, secondaries, co-investments and direct company investments, with the information and workflows specific to each opportunity.

For fund investments, capture details such as fund size, proposed commitment, strategy and investment manager information. For direct deals, track the underlying company opportunity alongside the rest of the investment pipeline.

Configurable Deal Stages

Enable your investment team to track deals across multiple stages, right from prospecting, on to IC review, and to commitment. It also equips your teams to further define and track multiple activities required for completion at each stage.

Workflow Driven Due Diligence

Define a step-by-step due diligence process serving as a compliance checklist for a deal to move across stages.

Define and track key activities at each stage to ensure smooth progression, with automated notifications and audit trails.

Co-investors

Co-investors are often part of the deal pipeline management. Their participation is crucial in tracking various stages and stakeholders involved in potential investments.

PE Front Office enables you to capture the details of co-investors, track their interest levels, and manage the overall fund-raising cycle efficiently.

Secure Deal Data Room

Provide access to external stakeholders, making it easier for them to participate in the due diligence process for effective and secure collaboration.

Consultants/Auditors/Lawyers can login to deal specific data room to view and upload relevant documents, while ensuring confidential information stays protected during deal evaluations.