HELP CENTER
Getting Started
CRM
Deal Pipeline
Portfolio Company
Investee Company Portal
Investors
Investor Portal
Funds
Investee Fund Portal
Reports and Analytics
Deal Data Room
Help Desk
Document Management
Excel Add-in Integration
Email Integration
Implementation
Custom Settings
System Administration
Investee Fund Portal
Contacts
Contact Setup
Quickly Create a Contact
Create a Contact
Edit a Contact
Duplicate a Contact
Import from Excel
Export to Excel
Contact Summary
Summary Panels
Comments
Tasks
Task
Event
Email
Documents
Add a Document
Add Existing Document
Edit a Document
Download a Document
Organization
Organization Setup
Quickly Create an Organization
Create an Organization Manually
Edit an Organization
Duplicate an Organization
Import from Excel
Export to Excel
Organization Summary
Summary Panels
Comments
Tasks
Task
Event
Email
Documents
Add a Document
Add Existing Document
Edit a Document
Download a Document
Investment Management
Portfolio Company Setup
Quickly Create a Portfolio Company
Create a Portfolio Company
Edit a Portfolio Company
Duplicate a Portfolio Company
Import from Excel
Export to Excel
Portfolio Company Summary
Summary Panels
Comments
Teams
Investment Team
External Team
Guarantor Details
Investment Management (Cashflow)
Investment Management Process
Instruments
Equity
PS
Bond
Loan
Convertible Notes
Warrants/Options
Grants
Investment Summary
Invoicing
Amortization Schedule
Initial Setup
Edit/Update
Capture Payments
AS Report
Actual Cashflow
Capture Actual Cashflow
Actual Cashflow Reports
Expected Cashflow
Capture Expected Cashflow
Capture Expected Cashflow (Bulk Upload)
Expected Cashflow Reports
Valuation
Capture Valuation
Capture Valuation (Bulk Upload)
Valuation Reports
IRR & MoC
Calculate IRR & MoC
IRR & MoC Reports
Cap Table
Shareholder Management
Cap Table Reports
Portfolio Monitoring
Setup Fin/KPI
Fin/KPI Parameters
GP Level Fields
Investee Level Fields
Sector Level Fields
Capture Fin/KPI
View Fin/KPI
ESG Setup
Setup ESG
ESG Parameters & Filter Reporting
Investee Level Field
Capture ESG
ESG Metrics
Sustainability Policies
Responsibility & Oversight Roles
Compliance
Information Undertakings
Covenant Rules
Covenant Data
Financial Covenants
Covenant Rules
Covenant Data
Notes
Checklist
Tasks
Task
Event
Email
Documents
Add a Document
Add Existing Document
Edit a Document
Download a Document
Funds
Quickly Create a Fund
Create a Fund
Edit a Fund
Duplicate a Fund
Import from Excel
Export to Excel
Fund Summary
Summary Panels
Comments
Team
Investment Team
External Team
Investors
Existing LP
Class Of Investors
D/D
Drawdown / Distribution History
Units/Shares Summary
Valuation History
Portfolio Investments
Existing Portfolio
Portfolio Actual/Realized Cashflow
Portfolio Expected Cashflow
Portfolio Valuation
Bank Recon
Banking Details
Cashflow Schedule
Compliance
Compliance Rules
Compliance Data
Fin/KPI
Funds_Setup Fin/KPI
Funds_Fin/KPI Parameters
Fund Level Fields
Capture Fin/KPI
View Fin/KPI
Notes
Tasks
Task
Event
Documents
Add a Document
Add Existing Document
Edit a Document
Download a Document
Investor Documents
Reports & Analytics
Investment Management
Valuation Movement Analysis
Investment Performance Report
Investment Summary Report
Investment Quarterly Report
Diversification Analysis
Performance Analysis (wrt IRR/MoC)
Performance Analysis (wrt Rev/EBIDTA)
Portfolio Performance Report
Summary Report (Invest Europe)
Overdue Report
Investment Team Resourcing Report
External Team Resourcing Report
Portfolio Monitoring
Fin/KPI Trend Analysis
Monthly Financials Report
Quarterly Financials Report
Portfolio Fin/KPI Trend Analysis
Portfolio Rev/EBIDTA Analysis
Portfolio Financials Report
ESG Report
Funds
Quarterly Report
Performance Summary Report
Value Bridge Analysis (Invest Europe)
Capital Allocation Analysis
Capital Allocation Analysis (Deal/Portfolio Level)
Capital Account Report
Capital Account Statement (Invest Europe)
JCurve Analysis (Drawdown/Distribution)
Investor(s) Performance Report
Investors Fee Summary Report
Portfolio Performance Report
Portfolio Company Metrics Report ILPA
JCurve Analysis (Portfolio Investment)
Investee Fund Investment Performance Report
Indirect Portfolio Investment Summary Report
Help Center /
