Investment Preferences Report

This functionality is specifically for SRI

To view the Investment Preferences Report, follow the below steps:

1. Click on Deal Pipeline in the main menu.

2. Click on Deal Name for which report has to be downloaded.

3. Click on the three dot menu in the top right corner. Click on Investment Preferences.

4. The Report & Analytics window is displayed. In the Investment Preferences Report panel, apply the following filters:

• Or/And: The toggle button to switch between Or and And
• Investment Preferences: To view the Investment Preferences based on Sector, Sub-sector, Deal Type, Stakeholding, and Listed Company
• Deal Stage: To filter results based on Deal Stage
• Group By: To group by Deal or Investor

5. Click on Download. The Excel file will download.