The inPrivate tool for keeping track of the investment process for each deal, managing documents, monitoring the Budgets and following the Approval Workflow of deals, contracts and invoices.
Define any action type related to your contacts and log all the actions and the actors, with notes and dates. Attach documents to any contact and to any company page.
Manage the information about your Portfolio Companies: Shareholders, Boards, Roles, Compensations.
Web Site Access for your Investors
Let your investor log on to your web site and view a dedicated dashboard
Funds and Investor Management
Manage all the Process of Fund Aministration, manage the capital account report, and other custom reports, export data in Excel.
Updating and monitoring of financial flows of the funds with the evidence of subscriptions, calls, investment, tax refunds; IRR Simulation.
Create and send automatic letters for recalling or reporting Capital Calls, Draw Downs and all other movement types to investors.
Keep track of the activities of the Compliance office, with simple reporting and follow-ups.
Maintain all buy/sell movements of your portfolio company shares, in compliance with the requirements for registration of fund transactions.
Manage and automate the employees evaluation by getting the process on-line
Keep track of people who have access to inside information (pursuant to Art. 115-bis of Legislative Decree Law 58/1998)