Evaluate
Opportunity, diligence, proposed terms and fit
Investment Management & Operations
Manage investments from opportunity and approval to monitoring and exit.
Connect investment proposals, diligence, approvals, deal records, ownership, portfolio monitoring, valuations, income and exits to the fund that made the investment.
A clear investment record from first review to final realisation.
Product direction
Discuss the product direction Investment records and valuation inputs connect to the fund today. Deeper pipeline, investment-committee and portfolio-monitoring workflows are being developed.
Portfolio overview
System readyInvestment operations
Invested cost₹28.4 Cr
Current value₹35.7 Cr
Gross MOIC1.26x
Needs attentionOwner and status
Northstar TechnologiesQuarterly performance received
ReviewAster Health Series BInvestment committee pack ready
ApproveBluehaven LogisticsValuation updated · 31 March
Complete Access by role Documents attached Changes recorded
How the work moves
A clear path from start to completion.
Every stage keeps its owner, status and supporting record visible to the team.
Approve
Investment committee, limits and decision record
Execute
Cost, ownership, drawdowns and corporate actions
Monitor and exit
Performance, valuation, income and realisation
What this pillar covers
The complete capability, explained simply.
See the responsibilities, records and outputs this area brings into the connected fund lifecycle.
Opportunity and decision
Keep the case for each investment and the decision behind it.
- Opportunity pipeline and diligence
- Investment proposal and committee record
- Approved amount, terms and investment limits
Ownership and operations
Maintain what the fund owns and every movement after investment.
- Deal and portfolio-company records
- Acquisition cost, ownership and instruments
- Drawdowns, follow-ons and corporate actions
Monitoring and returns
Follow performance, value and outcomes over the holding period.
- Operating and financial performance
- Valuation history and investment income
- Exits, realised value, IRR and MOIC
What comes out
Useful records, ready for the next step.
The output stays connected to the source information, review and supporting documents behind it.
Investment pipeline
Investment committee pack
Portfolio and ownership register
Valuation and return history
Keep the workflow connected
Explore the next part of the fund lifecycle.
Book a fund walkthrough
See investment management & operations in your fund workflow.
We will map the walkthrough to your funds, schemes, investor workflows and reporting needs.