Private equity
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Private equity
For firms across the private equity investment spectrum: early-stage venture capital, expansion, buyout, mezzanine finance, secondary investing, or funds of funds, Netage Solutions has provided productivity tools that are as easy to use as they are functional.
Which system 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 tracking: Managing the pipeline; linking deals to contacts and documents; tracking activity history; recording financial information (valuations, fund investment, etc.) | DealDynamo |
| 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 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 |
| Investor (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 profiling: Due diligence on fund managers; tracking of underlying funds (vintage, type, etc.) and portfolio investments. | DealDynamo |