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