Reciprocity & Deal Tracking Functionality

Reciprocity

Provides for rapid data capture for all deals in the market place referred to the deal managers
Enables analysis of sources of deals and analyses reasons for rejection
Can progress to work in progress tracking
Can track monies paid to deal introducers to leverage reciprocity

Facility for deal reporting for investment evaluation and progress meetings
There can be multiple instances of WIP tracking, e.g. new investment companies, new fund investments, deal exit tracking etc.
Deals are recorded and categorised by company, source, introducer (company and contact) and deal leader
There are links to contact information and activity history for all companies involved in the deal
Progress of the deal can be monitored either by status and executive responsible
WIP deals can be tracked for offices and executives
Comprehensive lists of executives and their involvement in the deal can be produced
All deal values are held in three currencies - deal, office and reporting
Executives can predict investment profiles by allocating the deal to funds
Allows multiple deals per company
Flexible reporting by any category
There are also summary monitoring reports in office or base currencies

Contains a permanent store of all deal documents accessible to all relevant parties
The Deal documentation can be referenced to the potential investment company during evaluation and on completion e.g. due diligence and valuation documentation, compliance documents
All company documents can be accessed - e.g. board minutes, management accounts