Portfolio Asset Management (PAM) Product Enhancements

Financial ‘GRIDS’ for Custom Performance Tracking

Easily add and manage custom performance metrics as your business needs evolve. This feature provides the flexibility to define metrics that matter most to your business, ensuring your performance tracking stays relevant and effective as needs change.

Customizable Data Entry

Use predefined templates to track key metrics and reporting periods, offering flexibility in data entry. Tailor your data entry process to fit your specific requirements, saving time and reducing the risk of errors, while maintaining consistency across your reporting.

Portal Access for PortCo’s & Asset Managers

PortCo’s and Asset managers can now report on specific assets and add files directly via an intuitive portal, instantly available to users. This makes collaboration with external stakeholders seamless, ensuring that important asset information is always up-to-date and accessible.

Improved Navigation

Navigate large datasets smoothly with horizontal scrolling and in-line editing. This enhancement makes it easier to work with extensive datasets without losing track of key data, improving overall usability and efficiency.

Enhanced Document Management

Upload, tag, and filter documents for easy collaboration. By organizing documents efficiently, users can quickly find relevant files, enhancing team productivity and ensuring compliance with document management standards.

CSV Data Handling

Export, update, and re-import data efficiently with clear change tracking. This capability ensures data integrity, making it easy to manage large volumes of asset information and keep records up-to-date with minimal manual effort.

Deal Flow Management (DFM) Product Enhancements

Kanban Deal Management

Visualize and manage deal stages with drag-and-drop ease. The Kanban view simplifies deal tracking, providing a clear visual representation of each deal's progress and enabling teams to move deals effortlessly through different stages.

Fund Asset Conversion

Convert 'Closed Won' deals into Fund Assets automatically. This feature reduces manual data entry, ensuring that your closed deals are seamlessly transitioned into assets and associated with the underlying fund, improving data accuracy and saving time.

Deal Checklists

Create custom due diligence checklists for more organized workflows. By using tailored checklists, teams can ensure all necessary steps are completed during the deal process, reducing the risk of missing critical tasks.

Data Validation

Ensure deals cannot be closed without essential financial data. This validation step helps maintain data accuracy and completeness, preventing incomplete records from being finalized and ensuring reliable reporting.

Portfolio Oversight

View related Fund Assets and contacts directly within deals. This feature provides better portfolio management by giving users easy access to all relevant information in one place, improving decision-making and operational efficiency.

Task Coordination

Assign checklist tasks via queues to keep teams aligned. This ensures that responsibilities are clearly defined, and tasks are completed efficiently, leading to improved coordination and productivity across teams.

Bug Fixes and Feature Enhancements

Various product improvements are driven by customer feedback and technology advancements.