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
Portfolio Company
Portfolio Company Setup
Quickly Create a Portfolio Company
Create/Edit a Portfolio Company
Create a Portfolio Company
Edit a Portfolio Company
Delete 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
Capture Payments (Bulk Upload)
AS Report
Actual Cashflow
Capture Actual Cashflow
Capture Actual Cashflow (Bulk Upload)
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
Contractual Cashflow
Amortization Schedule
Actual Cashflow
Expected Cashflow
Reports & Analytics
Valuation Movement Analysis
Performance Analysis (wrt IRR/MoC)
Portfolio Performance Report
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
Reports & Analytics
Fin/KPI/ESG Trend Analysis
Monthly Financials Report
Quarterly Financials Report
Portfolio Fin/KPI/ESG Trend Analysis
Portfolio Rev/EBIDTA Analysis
Portfolio Financials Report
ESG Setup
Setup ESG
ESG Master Data
ESG Parameters & Filter Reporting
Investee Level Field
Capture ESG
ESG Metrics
Sustainability Policies
Responsibility & Oversight Roles
Collaterals
Real Estate Collaterals
Corporate Collaterals
Shares Collaterals
Unsecured/Others Collaterals
Collateral Summary
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/Delete a Document
Download a Document
Reports & Analytics
Portfolio Company Summary Report
Portfolio Cashflow Report
Investment Performance Report
Portfolio Diversification Analysis
Investment Team Resourcing Report
External Team Resourcing Report
Investment Quarterly Report (ILPA)
Performance Analysis (wrt Rev/EBIDTA)
Summary Report (Invest Europe)
Overdue Report
Help Center /
