Each module covers a key part of the fund's cycle and connects with the rest to provide a complete view of the operation.
Structuring and evaluating opportunities
It centralizes the information needed to analyze opportunities , evaluate scenarios, and make decisions before investing .
Operation
It allows you to register the fund structure, investors and projects, as well as organize budgets, applications and pre-investment analysis processes.
Committees
It centralizes the preparation and documentation of investment committees, facilitating the review of information, agreements, and decisions.
Record
It manages investors, projects and the fund's financial operation in an integrated, orderly and traceable manner throughout the investment cycle.
Capital management and monitoring
It continuously monitors investment performance through reporting, financial control, and operational visibility .
Follow-up
It offers a continuous view of the progress, pipeline, and status of investments over time.
Reports
It presents graphic and structured information to evaluate performance, progress and comparisons against budget.
Operation
Manages the execution of the budget, investments, expenses and commissions associated with daily operations.
Investment results and closure
It facilitates the evaluation of results, the management of outputs, and the consolidation of information from the entire cycle.
Operation
It accompanies the divestment processes, distributions and control of the budget associated with the closure of the investment.
Accounting
It integrates accounting, financial, and tax information to reflect results, valuations, and final financial statements.
Access points designed for each actor in the process
In addition to the administrator profile, the platform includes specific access for other key participants in the investment process.
They consult account statements, financial statements, progress reports and the progress of their investments, with information that is always up to date.
Investors
Management and Divestment
Visualization of equity
They manage and update project information, upload required documentation, and keep the necessary data up to date for monitoring and evaluation.
Companies / Projects
invested in
Investment and Management
Project financial plan
They use access derived from the investor profile to review or integrate information that strengthens the supervision and compliance of the process.
External agents
Investment, Management and Divestment
Consult due diligence documentation.
