Investment professionals must manage and share vast amounts of data and information while pursuing new investments. Additionally they must distribute supporting content to lawyers, accountants, investment bankers, limited partners, and club members. InvestorFlow™ Deal Room provides the ability to distribute deal information in a branded virtual environment.

InvestorFlow™ Deal Room offers a secure platform for document preparation, sharing, and archiving and is designed to consolidate navigation across multiple deal rooms, allowing users visibility into an entire deal pipeline. This software-as-a-service (SaaS) private extranet web application enables users to view and manage multiple deals, and the associated deal rooms they are involved in, from one log-in. It also allows deal team members to take advantage of the contact management, document storage, and reporting functionality of other InvestorFlow™ modules.

Advantages of using InvestorFlow™ Deal Room

• Tracks all deal information including date received, industry, size, source, status, stage, and priority for both deal companies and fund investment opportunities
• Allows visibility into deal pipeline with configurable dash board views and impromptu reporting tools
• Tracks roles and deals for individual deal team members
• Provides a central site for deal team members to track deal company interactions using memos, emails, letters and fully indexed and searchable attached files
• Gives users the opportunity to track deal company financials, prior fund commitments, and key dates