Netage Solutions: Private Equity Software for Deal Management, Investor Relations Management

Private equity

Private Equity Software for Deal Management, Investor Relations Management

For firms across the private equity investment spectrum: early-stage venture capital, expansion, buyout, mezzanine finance, secondary investing, or funds of funds, Netage Solutions provides private equity software that is intuitive and easy to use.

Which software application is right for me?

Business Need	Product Line
Fundraising: Managing prospects; running campaigns; organizing events; tracking documents, activities (conversations, correspondence, follow-ups, etc.), fund closings and commitments.	DealDynamo
Deal Management: Managing the pipeline; linking deals to contacts and documents; tracking activity history; recording financial information (valuations, fund investment, etc.)	DealDynamo
CRM/Contact Management: Centralizing contact storage; relationship tracking (who knows whom, who works where, etc.); cross-linking of contacts, deals, and investors; contact synching with PDAs (BlackBerry, Palm, etc.)	DealDynamo
Investor Relations Management: Tracking of investment preferences; automating e-mail, fax, and paper mail merges for capital calls, distributions, and other letters; linking investors to funds and documents.	DealDynamo InvestorDynamo Online Reporting PE Edition
Online LP Reporting: Secure online reporting to LPs; automating investor document generation from any back-end portfolio management system or Excel; enhancing the firm’s brand identity; investor helpdesk; managing permissions.	InvestorDynamo Online Reporting PE Edition
Third Parties Management: Deal source tracking; marketing to third parties; reporting rollup data on child and parent institutions; tracking fee agreements; linking third parties to contacts and deals.	DealDynamo
Fund Manager Due Diligence: Profiling fund managers; tracking of underlying funds (vintage, type, etc.) and portfolio investments.	FundDynamo

Business Need

Product Line

Fundraising: Managing prospects; running campaigns; organizing events; tracking documents, activities (conversations, correspondence, follow-ups, etc.), fund closings and commitments.

DealDynamo

Deal Management: Managing the pipeline; linking deals to contacts and documents; tracking activity history; recording financial information (valuations, fund investment, etc.)

DealDynamo

CRM/Contact Management: Centralizing contact storage; relationship tracking (who knows whom, who works where, etc.); cross-linking of contacts, deals, and investors; contact synching with PDAs (BlackBerry, Palm, etc.)

DealDynamo

Investor Relations Management: Tracking of investment preferences; automating e-mail, fax, and paper mail merges for capital calls, distributions, and other letters; linking investors to funds and documents.

DealDynamo

InvestorDynamo Online Reporting PE Edition

Online LP Reporting: Secure online reporting to LPs; automating investor document generation from any back-end portfolio management system or Excel; enhancing the firm’s brand identity; investor helpdesk; managing permissions.

InvestorDynamo Online Reporting PE Edition

Third Parties Management: Deal source tracking; marketing to third parties; reporting rollup data on child and parent institutions; tracking fee agreements; linking third parties to contacts and deals.

DealDynamo

Fund Manager Due Diligence: Profiling fund managers; tracking of underlying funds (vintage, type, etc.) and portfolio investments.

FundDynamo

_{Private Equity Software | Private Equity CRM}_{Deal Management Software | Investor Relations Management}