Deal-flow Management: Track and manage deals for all asset classes

Deal-flow management for General Partners

Deal-flow management for Limited Partners

The Deal-flow module allows for the creation, tracking and management of deals, including the ability to customize workflow solutions for each of your asset management requirements. The FrontInvest Deal-flow module is adapted to each Alternative asset class, allowing investors to manage one or many of the following target investments:

• Company
• Property
• Infrastructure
• Private equity funds
• Fund of hedge funds
• Real estate funds

Deal-flow management for General Partners

Manage the deal flow and standardize the Due Diligence process

The Deal-flow module of this private equity software enables the management of the investment pipeline, enabling each partnership to track any number of offerings, as well as customize any number of pipelines. Investors can replicate the real-world business activities and the general day-to-day due diligence process such as:

• Manage the stages of the investment review
• Track comparable analysis and performance over time
• Track sources and uses using easy-to-read tables
• Manage underwriting cases and terms
• View contact and relational management information
• Manage tasks and reminders
• View scheduling of meetings
• Generate customized pipeline reports

Display and control pipeline

Pipeline reports can be customized as real-time dashboards, displaying the pipeline by industrial sector, asset class, vintage, or any other filter criteria. Performance reports are available for benchmarking portfolio investments against indexes. Operational reports enable business metrics, allowing investors to measure the duration of each task or time between stages of review, aiding in the assessment of pain points in a client’s pipeline management.

Track and monitor investments

FrontInvest enables General Partners to track portfolio company information. Other information, such as co-investment information, can also be stored, allowing for a complete view of the portfolio long term.

Deal-flow management for Limited Partners

Manage the deal flow and analyze target investments

The Deal-flow module enables the management of the investment pipeline, enabling each partnership to track any number of offerings, as well as customize any number of pipelines. Investors can replicate the real-world business activities and the general day-to-day due diligence process such as:

• Manage the stages of the investment review
• Track comparable analysis and performance over time
• Track sources and uses using easy-to-read tables
• Manage underwriting cases and terms
• View contact and relational management information
• Manage tasks and reminders
• View scheduling of meetings
• Generate customized pipeline reports

Pipeline reports can be customized and displayed as online dashboards, providing real-time reports that capture the portfolio positions by asset class, vintage, strategy, or any other filter criteria.