Deal Flow Management

Deal Flow Management Tracks Investment Opportunities for Multiple Asset Classes

eFront Deal Flow Management software automates the creation, tracking and management of investment opportunities with configurable workflows for each asset type. The FrontInvest Deal Flow Management software module is targeted to each alternative asset class, allowing investors to manage the following investment types:

  • Company, property and infrastructure assets
  • Private equity and real estate funds
  • Funds of hedge funds

Deal flow management software for General Partners

Manage the investment pipeline and standardize the due diligence process across the entire investment team. Track any number of offerings related to the day-to-day due diligence process:

  • Manage the stages of the investment review
  • Track performance and financial data over time
  • Use customized pipeline reports and dynamic dashboards
  • View detailed contact and company information
  • Manage tasks, reminders, notes and meeting schedules

Display and control pipeline

Out-of-the-box reports and dashboards display pipeline details by sector, geography, currency, sales, expected multiple and more. Performance reports benchmark portfolio investments against established indexes. And, operational reports enable investors to measure task duration as well as the time between review stages to aid in streamlining the pipeline management process.

Track and monitor investments

General Partners can track detailed company information as well as co-investment information, allowing for a complete view of portfolio companies over time.

Deal flow management software for Limited Partners

Investment deal flow for Limited Partners manages the complete investment process and pipeline.  Each partnership can track any number of investment opportunities. Track various offerings related to the day-to-day due diligence process:

  • Manage the stages of the investment review
  • Track performance and financial data over time
  • Use customized pipeline reports and dynamic dashboards
  • View detailed contact and company information
  • Manage tasks, reminders, notes and meeting schedules

Pipeline reports can be customized and displayed as web-based dashboards to present portfolio positions by asset class, sector, currency / country and other criteria.