Deal Management

Investment Structure

Buyouts
Family Offices
Fund-of-Funds
Infrastructure
Limited Partners
Real Estate 
Venture Capital

Workflows

CRM
Investor Relations 
Fundrasing 
Portfolio & Investor Accounting
Reporting
Technology

Investran Products

Investran CRM
Investran Accounting
SunGard DX
Enhance Deal Management with Advanced Pipeline Management & 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