Robust Deal Flow for Direct and Outside Investments
With a configurable opportunity-dashboard, PEO manages asset opportunities with ease. Logged asset opportunities also leverage the powerful Contact Relationship Management model with the ability to track contacts, business relationships, appointments, tasks and documents. Based upon your investment criteria within PEO, you can capture critical attributes while also managing phases, commitments, and paid-in amounts. PEO allows you to categorize and browse your prospective deals with the ability to scoreboard, assign probabilities, and calculate expected values.
Marketing & Fundraising
PEO manages prospective investors using powerful, flexible, fund and investor opportunity-dashboards. Tasks, appointments, notes, documents, and other elements are assembled into a tapestry providing instant, visual feedback on investor prospects. Scoreboards are maintained to compute the expected value of a prospective investor commitment. Changing an investor from prospective to active is accomplished with a click of the mouse.
