Deal Pipeline

Detailed View - Co-investments


Existing Portfolio (Managed Co-investments).
  1. Portfolio Company
  2. Sector
  3. Date of Investment
  4. Investment Currency
  5. Investment Amount
  6. Current Cost
  7. Follow On Investment
  8. Sale Proceeds/Principal Repaid
  9. Dividend/Interest
  10. Valuation Date
  11. Valuation
  12. Total Realization


Co-Investments (Stakeholder Panel)

The list view shows following details

  1. Portfolio Company
  2. Investment Currency
  3. Co-Investor Catagory
  4. Total Investment in Investment Currency
  5. Stake %


Deal Pipeline (Co-Investments)

The list view shows following details

  1. Deal Name
  2. Investment Currency
  3. Interest Level
  4. Status
  5. Likely Investment
  6. Initial Contact Date
  7. Term Sheet Sent Date
  8. DD Access Date
  9. Legals Sent Date
  10. Closure Date
  11. Notes


Investment Preferences (Co-investors)

This section is to capture potential investment preferences of the investor. The list view shows following details

  1. Parameters
  2. Value
  3. Sub-Parameter
  4. Value


View Deals shows all the deals that match the value of a specific investment preference