Background

Contacts are critical for both the front and back office. In PEO, a contact can be either an institution or an individual; and each may have multiple addresses, emails and phone numbers. PEO has sophisticated mechanisms for tracking interactions between contacts in a fund manager's private-equity universe. PEO's activities make it possible to capture interactions, schedule meetings, pull in emails from Outlook and set up specific tasks. These activities can also be linked to an alert system providing email alerts and alert notifications on the user's home page.

Main Profile Information

Related information for individuals or institutions is captured, including an unlimited number of mailing addresses, emails and phone numbers. Changes in names are also instantly tracked and fully searchable. With the use of EPoint, contacts can be exported to Microsoft Outlook by clicking on a single link. These contacts can then be synched with a Blackberry or other PDA, directly from Outlook.

Communications

Contacts prefer different methods of communication - email, fax or hardcopy via post. PEO allows for contact preferences by explicit type of communication and using Microsoft Word, will generate the appropriate type of communication for any contact. Limited partners can have a capital call sent via e-mail, fax, or both. In addition, the content of the actual fax, e-mail or hardcopy is recorded as an activity (described below).

Activities

Activities are tracked with rich detail and include participants, roles, follow-ups and full text capture. Examples of activities are emails, faxes, phone calls, appointments and other interactions. All activities can be synchronized with Microsoft Office, i.e. (1) Scheduling appointments in PEO, which then sends Outlook invitations, (2) Drag-and-drop email (with attachments) from Outlook to PEO; and (3) Sending task invitations to Outlook based upon participants identified when tasks are created in PEO.

Business Relationships

Business relationships can be created between legal entities, individuals, or both. Relationships for any institution or individual have the option of creating a reciprocal business relationship from the perspective of the other entity. For employer --> employee relationships, address updates are fully automated with the ability to link employee address blocks with designated employer address blocks.

Structured Incremental Attributes

Any type of attribute can be created for any type of entity in PEO. These incremental attributes cover the myriad of information beyond core-contact information. Further, these attributes can be created in a structured fashion resulting in a superior level of organization. Unlimited incremental attributes are possible throughout the system.

Notes

In addition to incremental attributes, notes regarding assets, funds, investors, and any institution or individual, can be tracked in PEO. The notes contain built-in version control that provides an invaluable audit trail by maintaining a copy each previous revision, who revised it, and the date every time a note is saved.

Documents

Any type of document can be captured and related to legal entities. The document capture ability in PEO organizes documents into structured classifications or 'buckets', for fast, easy cataloging and retrieval. Unlimited check-in and check-outs are possible with full retention of previous versions. The document home page includes a powerful search mechanism that can perform free-form text searches and browsing by document classification.

Hierarchical Categorization

One of the most powerful features of PEO is its ability to categorize legal entities into meaningful hierarchies. Contacts can be organized in a categorization hierarchy by which entities can then be browsed. This is the ideal way to create persistent reporting on assets, funds, investors and to cut up performance IRRs with PEO's slice/dice analytics.