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

-

-

-

-

-

-

-

-

-

- -