Deal Pipeline Information
This tab contains the primary details pertaining to a deal at the time of creation. It has five panels which have been described below along with their fields.
Deal Summary
This panel allows you to capture the basic details of a deal.
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Deal Code
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Assigned To
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Created Time
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Created By
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Modified Time
The system will auto-fill these details based on your login details and the time.
Investment Summary Panel
(Direct Portfolio Investment)
This panel allows you to define the parameters related to Direct Portfolio/Fund Investment.
Deal Metrics Panel
This panel allows you to enter financial data related to the deal.
ESG/SDG Panel
This panel allows you to enter ESG/SDG details about the deal if any.
