Investment Committee

This functionality is specifically for SRI

This tab contains the details of IC Meeting and IC members.

Investment Committee Meeting

To add Investment Committee Meeting, follow the below steps:

1. Click Add button in the top right corner of the panel.

2. The Investment Committee Meeting-Add window is displayed. Specify the following details:

• Meeting: Specify the deal stage, i.e., Pre IC or Final IC.
• Meeting Number: Specify the meeting number.
• Meeting Date: Specify the date of the meeting.
• Meeting Time: Specify the time of the meeting.
• Proposal Uploaded on Google Drive: Check the box if the proposal is uploaded to Google Drive.
• Location: Specify the location of the meeting.
• Select Deals: Select the deal for which meeting is to be held.

3. Click Save.

To view the meeting details, click the Meeting Number. The Investment Committee Meeting- View window is displayed.

To send a meeting calendar invite, click on Send Meeting icon (). Email Preview is displayed.

Click Schedule Meeting to send the invite.

Click Send Email icon () to send the deal details to IC members concerning which the meeting is to be held.

A new window is displayed. Click OK to send the email.

Once the meeting is held, the IC Recommendation panel under the Pre IC or Final IC tab will be auto-populated, based on the Meeting chosen. 

If the proposal is accepted with or without modifications, the deal will move to the next stage.

Click Edit or Delete to make the changes.

To upload the minutes of the meeting, click Choose File icon (). The Meeting MoM File window is displayed. Click Choose File.

Upload the file. Click Save.

To download the minutes, click on the Download icon ().