Companies allow you to track details related to companies your firm works with whether you are interested in acquiring the company itself, or acquiring an investment from the company. These can also include vendors, COIs, and employers. You can track your InTouch, Due Diligence, Documents & Contracts, and Activities like emails and phone calls, all in one place.

Where can I see Companies?

To access Companies go to Menu > Clients > Companies. You will see a list of Company - Investment Pipeline, 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 Companies?

 

Company Menu

• Summary
• Address/Phone Details
• Due Diligence
• Documents
• Administrative
• Related

Company Overview

• Name
• Company Type
• Primary Contact
• Email
• Business Phone
• Mobile Phone

Related Investments

• Existing Investments can be related to the Company. This can be related as an investment being acquired from the Company.

Notes

• Underlying Note about the Company. This will be a Note that will always show about this company.

Reference Panel

• Employees
• Distribution Channels
• Distribution Teams
• Investor Accounts
• Vendor Contracts

Activities Plus

• Underlying Activities

Address/Phone Details

• Street 1

• Street 2

• Street 3
• City
• State/Province
• Zip/Postal Code
• Country
• Phone 1 
• Phone 2
• Email
• Website

Due Diligence

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

• Legal
• Wealth Management
• Compliance
• Direct Investment

 

Documents

• Upload and reference documents related to the Company.

Administrative

• Created On 🔑
• Created By 🔑
• Modified On 🔑
• Modified By 🔑
• Owner
• Include in Rollup (Yes/No)
• Currency

🔑 - Field is calculated, cannot be updated manually.

 

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