Co-Investors

This functionality is specifically for SRI

The Co-Investors panel contains the details of the co-investors related to that deal. The details included are:

• Investor Name: Name of the Investor
• Investor Type: Type of investor
• Interest Level: Interest level of investor in a given fund
• Status: Status of the investor to invest in a given fund
• Likely Investment: Likely investment to be made by the investor in the fund
• Initial Contact: Date on which initial contact is established with the investor
• Term Sheet Sent: Date on which team sheet has been sent to the investor
• DD Access: Date on which DD Access has been provided to the investor
• Legals Sent: Date on which legals has been sent to the investor
• Closure: Date on which communication has been closed with the investor
• Notes: Any notes related to the communication with the investor can be captured

This panel is automatically populated from the Investors Module.