Deal Management

TNR Solution™ has been designed for ease of use and configuration, which give users better visibility into the entire deal pipeline. Our system tracks deal specific information such as capitalization, financials, market analysis and interactions for both direct and fund investment opportunities. It also allows members of the deal team to take advantage of the robust contact management, document storage, and reporting functionality.

These functions are common to our General Partner, Limited Partner, Fund of Funds, and Hedge Fund systems.

Deal Profile Screen Tracks all deal info and keeps it at your fingertips for easy viewing and reporting. Larger view

Features:

• Tracks all deal information including date received, industry, size, source, status, stage, and priority for both deal company and fund investment opportunities
• Allows visibility into deal pipeline with configurable dash board views and ad-hoc reporting tools
• Tracks roles and deals for individual deal team members
• Tracks prior, current, and future capitalization of deal companies
• Provides a central site for deal team members to track deal company interactions using memos, emails, letter and fully indexed and searchable attached files
• Fully integrates with Microsoft Outlook for email, contact, and appointment management
• Gives users the opportunity to track deal company financials, prior fund commitments, and key dates

Due Diligence Screen Enter detailed due diligence info including company review and market analysis Larger view

• Allows users to enter detailed due diligence information during deal log process
• Tracks information pertaining to market analysis and a review of deals
• Gives users the ability to identify and track deals that have become inactive over a pre-determined time period
• Seamlessly moves approved deals to the portfolio management section