Companies allow you to track details related to companies your firm works with whether you are interested in acquiring the company itself, or acquiring an investment from the company. These can also include vendors, COIs, and employers. You can track your InTouch, Due Diligence, Documents & Contracts, and Activities like emails and phone calls, all in one place.

Where can I see Companies?

To access Companies go to the Navigation Bar and click Companies. You will see a list of Company - Investment Pipeline, which is filtered to show Deals related records, or other views that you or your firm create. Each view is searchable, sortable, and filterable. To view specific details of a company, click the Company Name.

What's in Companies?

Company Highlights

• Company Name
• Main Phone
• City
• State/Province

 

Company Updates

• +Follow
• Submit for Approval
• Delete
• Change Owner
• Clone
• Printable View
• Edit
• New Due Diligence
• Sharing

 

Details

• Summary
  • Company Name
  • Average Account Size
  • Valuation Date
  • Total Market Value
  • Company type
  • Other
  • Number of Open Accounts
  • Investments
  • Investment Pipeline checkbox
• Address/Phone Details
  • Addres Line 1
  • Address Line 2
  • Address Line 3
  • Main Phone
  • Phone 2
  • Company Website
  • City
  • State/Province
  • Zip/Postal Code
  • Country
  • Email
• Due Diligence
  • Sales or purchases of business Agreement
  • Incorporation Documents
  • List of offices and directors
  • Recapitalization or restructuring docs
  • Stockholder and voting agreements
  • Warranties
  • Corporate bylaws
  • List of all shareholders
  • Organizational chart
  • Stock appreciation rights plan and grant
  • Stock option agreements and plans

 

Related

• Employment History
• Financial Accounts
• Relationships/Companies
• Due Diligence
  • Including Legal, Wealth Management, Compliance, Direct Investment
• Investments
• Financial Assets (Company)
• Financial Liabilities (Creditor)
• Financial Liabilities (Lender)
• Financial Assets (Debtor)
• Sponsorships
• Related Investments
• Distribution Channels
• Distribution Team
• Investment Managers
• Investment Accounts
• Rep codes
• Vendor Contracts
• Notes
• Files

 

Notes & Files

 

Activity

• Underlying Activities