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.
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
