PE Front Office Help

HELP CENTER

Getting Started
CRM
Deal Pipeline
Portfolio Company
Investors
Funds
Reports and Analytics
System Administration
Integration
Document Management
Custom Settings
Query Management

Getting Started

Create a Fund
Create an Investor
Link Investor to a Fund
Create a Deal
Link Deal to a Fund
Create a Portfolio Company
Link Portfolio Company to a Deal
Enter Drawdown/Distribution
Link Fund to a Portfolio
Enter the Cashflows
Enter the Valuation
Capture quarterly Portfolio level performance
Capture quarterly Fund level performance

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Capture Quarterly Portfolio Level Performance

IRR & MoC

This panel allows you capture quarterly performance of a portfolio company.