Create and host applications for prospects on your website and track them on a single screen
Create Application
Watchlist
Company Profile
Deal Flow
Deal Flow
Deal Flow Workflow management tool to track your entire
deal
flow process from Discover to Closure
Track
Deal Timeline
Deal Timeline
Have team communication and collaboration, access features and
track all the activity related to your deal in one place from start to close, in order
for
you to refer even after several years.
Collaborate
Communicate
Negotiate
Portfolio Tracking
Portfolio Tracking
Measure, monitor and communicate with your portfolio
Metrics
Milestones
Company Documents
Tranche Schedule
Dashboard
Dashboard
Keep track of your progress with all information on a single screen
Track
Data Privacy & Security
Data Privacy & Security
Work securely with a state-of-art secured data infrastructure
Secure Infrastructure
Encryption
Ethics
COMING SOON
LP Management
Automate the finance workflow with the CFO Dashboard and share
documents
as necessary with LPs
Chat
Communicate with colleagues right from the application with in-built
chat
Email
Directly access company email on the application so everything is in
one
place
Calendar
Keep a track of your schedule right from the application
Exit Process
Pick up right from where you left off so the exit is easier, faster and more efficient.
Third Party Integration
Integrate your email, cloud storage, market intelligence databases and more
TheDataRoom
Our own secure and private data room that will help you share and
receive
documents
Machine Learning
System generated recommendations on sourcing prospects based on the profile
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