The Innova Private Equity Module is built to handle Private Equity type investments.
These include unquoted equity investments. The module also has a complete pipeline processing functionality which allows the user to classify potential PE investments under various categories, assign Portfolio Managers and schedule meetings with management.
Features
- Scheduling and Reminders
- Messaging
- Fee Handling and Tracking
- Reporting
- Client Management
- Private Equity Pipeline Profiling
- Private Equity Fund Valuation
- Pipeline Management