Deal Flow Management

Automate Deal Flow Processes

Deal Flow helps front- and middle-office teams automate the due diligence process, from business plan submission to the acceptance or rejection of a deal, with flexible workflow aligned to the processes of the firm.  FrontGP’s deal flow functions include:

  • Dynamic dashboards and reports, to help provide the insight needed for productive weekly deal meetings, and more
  • On-screen grouping by office, partner, analyst, phase and more, to get different perspectives on deal flow activity, spot trends, and identify areas of strength or weakness
  • Visibility into the progress of each deal, both on-screen and through custom and standard pipeline reports, to stay on top of each phase of the decision making process
  • Storage and access to financial data and important documents related to the company and process, keeping everything readily at hand for the deal team
  • Central management of tasks, notes, status, and updates to help all team members stay on the same page about the deals they’re involved with
  • Unlimited fields allow clients to track any attribute that’s important for their business processes

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