Private Equity

Portfolio
Management

From Prospects to Activities

Get a high-level overview of your portfolio companies. Quickly see how much capital is utilized, what the expected returns are and easily evaluate overall risk. Keep track of which existing portfolio companies require additional funding, who has enough capital to grow and which company will require additional capital deployment in the near future.

  • Buy list
  • Full PMS
  • Reporting PDF tools
  • Client portal

Ready
for Business

Pipeline and Deal Flow Management

Stay on top of your deal flow cycle thanks to smart tagging to spot your clients' deals interest. Track fund raise activities and investment in the funds.

  • Customisable CRM
  • Deal Pipeline
  • Meetings Calendar

Share with
your investors

Swiss Hosting Only

Store key documents into InvestGlass and build Call report linked to these documents. Store different versions of their decks. Always review the latest file versions and never lose track of notes or insights about a specific prospect thanks to InvestGlass Contact Report.

  • Documents hosting
  • Client Portal
  • Contact Reports
  • Digital signature
  • Digital contracts

Save time
Now

Import all existing data into InvestGlass ad connect InvestGlass API to your favorite digital signature and card scanning applications.
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