Workflows

A Single Solution

Investran Accounting
Investran Relationship Manager
Investran Data Exchange

Investment Structure

Family Offices
Fund-of-Funds
Limited Partners
Private Equity
Real Estate
Venture Capital

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Deal Management

Enhance Deal Mangement with Advanced Pipeline Management and Portfolio Monitoring Capabilities

Investran is a comprehensive solution suite that can help you analzye investments, facilitate the due diligence process and assist in monitoring your porfolio investments from sourcing through realization.

  • Evaluate deal source effectiveness by slicing and dicing portfolio data
  • Target and source deals within a specific industry or geographical region
  • Manage and organize deal pipeline by status and stage
  • Provide access to due diligence documentation through a secure Virtual Data Room
  • Maintain detailed communication activity by individual
  • Leverage Microsoft Outlook synchronization to bring contacts and activities to handheld devices
  • Track financial data, sucha as revenues, debt, pre-and post-money valuations, and full capitalization tables
  • Generate mulitples and other user-defined performance metrics
  • Distribute online IRR reports by sector, geography, and deal team member
  • Analyze and monitor potential exit strategies

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