Reciprocity & Deal Tracking

The Reciprocity & Deal Tracking modules allow the General Partner to manage the key processes of deal investment and divestment.

Reciprocity provides analysis on the source of deals and the financial relationships between General Partners, advisors, and deal providers.

Deal tracking, both investments and exits, supports a managed process that tracks progress and provides for historical analysis.

The key benefits are:

• immediate update of information by investment executives or their assistants
• provides a framework for a disciplined evaluation process and data on the efficiency of deal evaluation
• can clearly show all deals evaluated (or all deals in the market place) that introducers, advisors, economic owners etc. have been involved in
• allows geographically diverse investment teams to share and consolidate information
• provides a single point for recording all deal related activities and filing deal documents

For a summary of the functionality provided click here.