Investments on Deals

Dec 21, 2022

Investments allows you to track your existing non-marketable assets. These can be assets such as mergers and acquisitions of other firms, or capital investments such as real estate, a book of business, or intellectual property. Track Time/Expense, Related Companies, InTouch Service Levels, and Activities such as phone calls, meetings, emails, and tasks, and Due Diligence, all in one place, for your Investments.

Where can I see Investments?

To access Investments click Investments on the Navigation bar. You will see a list of Recently Viewed Investments, which is filtered to show Deals related records, or other views that you or your firm create. Each view is searchable, sortable, and filterable. To view specific details of a company, click the Name.

What's in Investments?

Investments Menu

Details
Related
Notes & Files

Details

Name
Type
Owner
Start Date
End Date
Company
NDA
NDA Expiration Date
Contact
Investment Pipeline Type

Valuation

Gross Margin 5 yr Avg %
LTM EBITDA
EV / NTM EBITDA
NTM EBITDA
Gross Margin (TTM) %
LTM Revenue
EV / LTM EBITDA
NTM Revenue

Last InTouch

Last Email 🔑
Last Conversation 🔑
Last Contact Activity 🔑
Last Contacted By 🔑
Last Contacted On 🔑
Last Review Date 🔑

Next InTouch

Next Email
Next Conversation
Next Review Date

Referral Details

Referred By
Referral Note

Time/Expense

Expenses (YTD) 🔑
Time - Hours (YTD) 🔑
Average Cost Per Hour (YTD) 🔑
Efficiency Ratio (YTD) 🔑
Expenses (12M) 🔑
Time - Hours (12M) 🔑
Average Cost Per Hour (12M) 🔑

Client Service

Ranking
InTouch Service Level

System Information

Ranking
InTouch Service Level

Activity

Underlying Activities

Related

Contacts
Companies
Investment Opportunities
Related Companies
Notes
Files
Due Diligence
Time/Expense

Due Diligence

Allows tracking of key documents and data points in reference to this Company. Includes categories for:

Legal
Wealth Management
Compliance
Direct Investment

Notes & Files

🔑 - Field is calculated, cannot be updated manually.