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Investments on Deals
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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 go to Menu > Clients > Investments. You will see a list of Investments - 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 Investments?

Investments Menu

  • Summary
  • Due Diligence
  • Details
  • Notes
  • Contacts
  • Administrative
  • Related

 

Investment Summary

 

  • Name
  • Investment Pipeline Type
  • Investment Age 🔑
  • Start Date
  • End Date
  • NDA
  • NDA Expiration Date

Time/Expense

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

 

Referral Details

  • Referred By
  • Referral Note

 

Related Companies

  • Related Companies can be associated to the Investment here. This may be the original owner of the Investment.

Investment Team

  • Investment Manager
  • Associate

 

Last InTouch

 

  • Last Email 🔑
  • Last Conversation 🔑
  • Last Review 🔑

 

Next InTouch

 

  • Next Email
  • Next Conversation
  • Next Review

 

Client Service

 

  • Ranking
  • Investment Health
  • InTouch Service Level

Reference Panel

  • Important Information
  • Investment Members
  • Connections
  • Time/Expense
  • Investment Opportunity/s

Activities Plus

  • Underlying Activities

Due Diligence

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

  • Legal
  • Wealth Management
  • Compliance
  • Direct Investment

 

Details

 

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

 

Notes

Timeline

  • Notes about the Investment in chronological order by default.

 

Contacts

 

  • Relationship Members
  • Relationship Contact Preferences
  • Connections

 

Administrative

  • Records Details
    • Created On 🔑
    • Created By 🔑
    • Modified On 🔑
    • Modified By 🔑
    • Record Owner
    • Currency
    • Review Frequency 🔑
    • Originating Lead 🔑
    • Use Address From
    • Include in Rollup
  • External ID's
    • External ID 🔑
    • Portal Client ID
    • Portfolio System Client ID

 

🔑 - Field is calculated, cannot be updated manually.

 

Related

 

 

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Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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