Monogold Private Equity

Monogold Private Equity is a Monogold Apps solution that provides a range of generic and specific capabilities for Private Equity organizations, including features that will allow you to:

• maintain a centralized database of pipeline deals/projects
• maintain a centralized database investments, documenting in one place all relevant facts and details for both internal and regulatory purposes
• record the monthly and ad hoc data of confirmed profit and loss and balance sheet statements for each investment
• maintain a shared centralized database of contact details for investors, potential investors, investment contacts, service providers, and other contacts
• plan and document calls and meetings
• assign and carry out tasks and actions
• analyze investment performance and profitability
• maintain file notes and performance reports for each investment or potential deal
• generate monthly investment reports at detailed and summary levels
• view investment performance at a glance in dashboard-style graphic and tabular form
• potentially integrate data directly from a common Microsoft Excel financial model for different investments
• upload soft and scanned copies, or record references to physical documents, in the digital library and associate such documents to investments/deals and investors
• document the due diligence process for the investments
• content manage the corporate website
• enable investors to sign-in to the secure web portal to review fund performance and reports
• provide secure web portal access to potential investors to review prospectuses and proposals online
• design and deliver content to investors, investment contacts, and partners via email, PDF, web, and SMS
• plan and manage company events such as meetings and presentations