Private i FrontOffice is a state-of-the-art Web-based deal room for private equity professionals that offers a place to collaborate as well as a secure repository for documents, discussions, and contacts. Everything is private to the circle of contacts defined by the users, deal by deal. Set key dates, track changes, and record steps taken, conversations had, and decisions made. Invite external partners such as attorneys and accountants to manage due diligence, view documents, participate in discussions, and view deal progress. And easily upload Excel files, PDFs, Word documents, and PowerPoint slides into the DocuShare repository. All content, including notes, discussions, and contacts, is fully indexed and searchable, so users can find information quickly whenever and wherever it’s needed.
Investment professionals can also research and report on activity using built-in reports, and review historical offerings and commitments based on pipeline, key contacts, fund managers, investment types, and countless other categories. This information can then be used to make decisions on future investments or provide an audit trail of past investment decisions. In addition, Private i FrontOffice supports the tracking of portfolio allotments, deal focus, and other custom characteristics. Its extensive contact management capabilities include Outlook synchronization, key date calendaring, alerts, and notifications.
Benefits
Manage every component of a deal in one convenient, private, and secure location
Access this hosted, online, on-demand software 24 hours a day, 365 days a year
Sign up and instantly collaborate on a deal-by-deal basis with colleagues and team members locally or globally—FrontOffice runs on any Web browser, so no installation or setup is required
Private i FrontOffice—