QuotaBook|Deal Process
Manage Potential Investment Opportunities’ Full-horizon
Improvements in deal flow transparency and team collaboration
Deal Process Simplified for All
Deal process
Quick Access & Search
View deal stage, manager, and prospects all at one page formation on a centralized dashboard
Deal process dashboard with deals at all stages and investment record inclusive
Online Investment Committee
Enjoy digital voting instead of long email threads or offline meetings
Automated process of online investment committee, votings, and tracking results
Single Input for All
Migrate investment committee report data to fund dashboard
Required documents auto-created upon inputting investment conditions and information
Data inputs from deal process reflected to fund management
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