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Excel Add-in Integration
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Quickly Create a Deal
Create/Edit a Deal
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Edit a Deal
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Duplicate a Deal
Create a Deal by Email
Create a Deal from Mobile App
Create a Deal from Outlook Plugin
Create a Deal from PitchDeck
Create a Deal through Web Form
Import from Excel
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Prospect
Preliminary Screening
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LICHFL AMC Input
Deal Summary
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Team
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Documents
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One Drive
Reports & Analytics
Deal Details (Word)
Meeting Report
Investment Preferences
Pipeline Diversification Analysis
Pipeline Stage vs Sector Analysis
Deal Resourcing Report
Deal Funnel Report
Weekly Tracker Report
Quarterly Snapshot Report
Deal Summary Report
Dropped Deal Analysis
Excel Add-in
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