Quickly Capture Due Diligence

Logs deals rapidly with user-definable "Quick Entry" screens.

Fully Integrated Contact Management

Integrates seamlessly with Microsoft Exchange and Outlook, enabling fast and easy sharing of contacts, reminders, and emails.

Call Center Support

Tracks pre-deal activity, enabling efficient prospecting or "rolling-up" of an industry.

Streamlined Deal
Flow

Coordinates Deal team data into a consistent and efficient business process: associates log and filter deals, partners lend expertise and negotiate terms, and inappropriate deals can be rejected at any phase of due diligence.

Time-saving Form Letters

Enables quick and easy production of frequently-used form letters such as term sheets and rejection letters.

Efficient Approval Meetings

Generates deal summary and pipeline reports, providing a standard format for reviewing opportunities.

Dynamic Deal
Pipeline

Displays active deals and their status graphically, while forecasting upcoming cash needs.

Deliberate, Waterfall-driven Portfolio Management

Provides instant visibility into portfolio holdings, and past, current and projected valuations.

Demystifies waterfall obligations that need to be met before carried interest becomes available.

Maximized Profits

Supports exit strategies to sell off assets at their peak value.